The Analysis of Legacy Bridge, LLC's Holdings
Currently, Legacy Bridge, LLC holds 464 types of securities in its portfolio with a total value $246.4M. In the most recent quarter, they have increased their positions in MU (+4.5K shares, valued at $1.3M), IXUS (+14.9K shares, valued at $1.3M), AMD (+5.8K shares, valued at $1.2M); decreased their positions in N/A (-8.0K shares, valued at $2.8M), ONON (-21.4K shares, valued at $994.2K), PREF (-3.7K shares, valued at $71.3K); initiated new positions in N/A (+481 shares, valued at $56.1K), IREN (+1.4K shares, valued at $51.0K), PM (+218 shares, valued at $35.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION64.5K shares4.57%2025-12-312026-01-23
PLTR PALANTIR TECHNOLOGIES INC58.8K shares0.32%2025-12-312026-01-23 GEV GE VERNOVA INC11.5K shares0.15%2025-12-312026-01-23 BROADCOM INC BROADCOM INC21.7K shares-26.90%2025-12-312026-01-23 STRL STERLING INFRASTRUCTURE INC18.4K shares0.97%2025-12-312026-01-23 WTBA WEST BANCORPORATION INC254.4K shares0.00%2025-12-312026-01-23 CELESTICA INC CELESTICA INC18.5K shares-0.47%2025-12-312026-01-23 MSFT MICROSOFT CORP8.8K shares6.75%2025-12-312026-01-23 CAT CATERPILLAR INC7.4K shares2.26%2025-12-312026-01-23 AMZN AMAZON COM INC18.2K shares4.86%2025-12-312026-01-23 LLY ELI LILLY & CO3.9K shares4.66%2025-12-312026-01-23 WMT WALMART INC37.0K shares2.84%2025-12-312026-01-23 TSM TAIWAN SEMICONDUCTOR MFG LTD11.2K shares1.54%2025-12-312026-01-23 ALPHABET INC ALPHABET INC10.1K shares5.40%2025-12-312026-01-23 JPM JPMORGAN CHASE & CO.9.7K shares5.62%2025-12-312026-01-23 VRT VERTIV HOLDINGS CO19.0K shares-0.13%2025-12-312026-01-23 JCI JOHNSON CTLS INTL PLC23.2K shares-0.36%2025-12-312026-01-23 PH PARKER-HANNIFIN CORP3.1K shares-0.76%2025-12-312026-01-23 OKLO OKLO INC38.1K shares0.24%2025-12-312026-01-23 LEU CENTRUS ENERGY CORP10.5K shares1.24%2025-12-312026-01-23 AAPL APPLE INC9.3K shares14.49%2025-12-312026-01-23 PREF PRINCIPAL EXCHANGE TRADED FD125.6K shares-2.89%2025-12-312026-01-23 IWO ISHARES TR7.3K shares1.38%2025-12-312026-01-23 ISRG INTUITIVE SURGICAL INC4.1K shares1.93%2025-12-312026-01-23 COST COSTCO WHSL CORP NEW2.7K shares0.45%2025-12-312026-01-23 ASML ASML HOLDING N V2.1K shares2.23%2025-12-312026-01-23 IWM ISHARES TR8.9K shares-0.72%2025-12-312026-01-23 VEA VANGUARD TAX-MANAGED FDS33.6K shares-0.54%2025-12-312026-01-23 AXON AXON ENTERPRISE INC3.7K shares-0.84%2025-12-312026-01-23 PANW PALO ALTO NETWORKS INC11.2K shares-0.20%2025-12-312026-01-23 IEMG ISHARES INC30.4K shares32.06%2025-12-312026-01-23 BK BANK NEW YORK MELLON CORP17.6K shares4.50%2025-12-312026-01-23 HD HOME DEPOT INC5.7K shares4.54%2025-12-312026-01-23 VXUS VANGUARD STAR FDS25.4K shares0.02%2025-12-312026-01-23 LOW LOWES COS INC7.9K shares-0.81%2025-12-312026-01-23 DE DEERE & CO3.9K shares-1.89%2025-12-312026-01-23 IWR ISHARES TR18.7K shares-0.37%2025-12-312026-01-23 NDAQ NASDAQ INC18.3K shares1.08%2025-12-312026-01-23 WSM WILLIAMS SONOMA INC9.9K shares-1.73%2025-12-312026-01-23 IWN ISHARES TR9.3K shares-1.01%2025-12-312026-01-23 QCOM QUALCOMM INC9.8K shares0.42%2025-12-312026-01-23 XOM EXXON MOBIL CORP13.8K shares1.49%2025-12-312026-01-23 TSCO TRACTOR SUPPLY CO32.5K shares-1.07%2025-12-312026-01-23 HPE HEWLETT PACKARD ENTERPRISE C66.5K shares0.26%2025-12-312026-01-23 MS MORGAN STANLEY8.9K shares-0.57%2025-12-312026-01-23 IWS ISHARES TR10.9K shares1.57%2025-12-312026-01-23 PWR QUANTA SVCS INC3.6K shares3.77%2025-12-312026-01-23 MU MICRON TECHNOLOGY INC5.4K shares552.92%2025-12-312026-01-23 NXPI NXP SEMICONDUCTORS N V7.0K shares0.00%2025-12-312026-01-23 FCX FREEPORT-MCMORAN INC30.0K shares1.75%2025-12-312026-01-23 VLO VALERO ENERGY CORP9.4K shares-0.63%2025-12-312026-01-23 AMD ADVANCED MICRO DEVICES INC7.1K shares443.43%2025-12-312026-01-23 NBIS NEBIUS GROUP N.V.18.0K shares3.06%2025-12-312026-01-23 META META PLATFORMS INC2.3K shares19.17%2025-12-312026-01-23 EFA ISHARES TR15.6K shares0.00%2025-12-312026-01-23 IXUS ISHARES TR17.3K shares605.17%2025-12-312026-01-23 DLR DIGITAL RLTY TR INC9.4K shares0.79%2025-12-312026-01-23 SCHM SCHWAB STRATEGIC TR47.8K shares0.00%2025-12-312026-01-23 NFG NATIONAL FUEL GAS CO17.9K shares0.74%2025-12-312026-01-23 XBI SPDR SERIES TRUST11.3K shares8.08%2025-12-312026-01-23 BSX BOSTON SCIENTIFIC CORP14.2K shares0.99%2025-12-312026-01-23 FITB FIFTH THIRD BANCORP28.6K shares6.32%2025-12-312026-01-23 TMUS T-MOBILE US INC6.6K shares0.56%2025-12-312026-01-23 CVX CHEVRON CORP NEW8.8K shares0.24%2025-12-312026-01-23 EQIX EQUINIX INC1.7K shares0.64%2025-12-312026-01-23 TMO THERMO FISHER SCIENTIFIC INC2.2K shares0.00%2025-12-312026-01-23 VST VISTRA CORP7.7K shares0.20%2025-12-312026-01-23 GEHC GE HEALTHCARE TECHNOLOGIES I15.1K shares-0.77%2025-12-312026-01-23 DHR DANAHER CORPORATION5.2K shares-0.62%2025-12-312026-01-23 NXT NEXTPOWER INC13.5K shares1.51%2025-12-312026-01-23 NU NU HLDGS LTD68.4K shares-0.44%2025-12-312026-01-23 SNOW SNOWFLAKE INC5.0K shares1.79%2025-12-312026-01-23 CCJ CAMECO CORP11.5K shares0.88%2025-12-312026-01-23 J JACOBS SOLUTIONS INC7.9K shares1.90%2025-12-312026-01-23 VWO VANGUARD INTL EQUITY INDEX F19.2K shares1.02%2025-12-312026-01-23 ESE ESCO TECHNOLOGIES INC5.2K shares1.91%2025-12-312026-01-23 SYK STRYKER CORPORATION2.9K shares2.30%2025-12-312026-01-23 GS GOLDMAN SACHS GROUP INC1.1K shares1.91%2025-12-312026-01-23 NEE NEXTERA ENERGY INC12.2K shares0.82%2025-12-312026-01-23 AVAV AEROVIRONMENT INC4.0K shares0.97%2025-12-312026-01-23 CTRE CARETRUST REIT INC26.1K shares0.75%2025-12-312026-01-23 RIO RIO TINTO PLC11.7K shares0.00%2025-12-312026-01-23 ALPHABET INC ALPHABET INC2.8K shares23.33%2025-12-312026-01-23 NOW SERVICENOW INC5.6K shares410.86%2025-12-312026-01-23 IWP ISHARES TR6.3K shares0.00%2025-12-312026-01-23 TJX TJX COS INC NEW5.6K shares3.23%2025-12-312026-01-23 NSIT INSIGHT ENTERPRISES INC10.4K shares0.00%2025-12-312026-01-23 JEPI J P MORGAN EXCHANGE TRADED F14.2K shares2.16%2025-12-312026-01-23 INDA ISHARES TR14.9K shares0.54%2025-12-312026-01-23 CELH CELSIUS HLDGS INC17.5K shares2.52%2025-12-312026-01-23 VTWO VANGUARD SCOTTSDALE FDS7.9K shares5.03%2025-12-312026-01-23 SCHF SCHWAB STRATEGIC TR32.1K shares9.26%2025-12-312026-01-23 TM TOYOTA MOTOR CORP3.6K shares0.00%2025-12-312026-01-23 PFE PFIZER INC30.5K shares1.84%2025-12-312026-01-23 TEM TEMPUS AI INC12.4K shares1.58%2025-12-312026-01-23 UNP UNION PAC CORP3.1K shares-1.27%2025-12-312026-01-23 IJH ISHARES TR10.7K shares4.19%2025-12-312026-01-23 HRB BLOCK H & R INC15.3K shares0.00%2025-12-312026-01-23 SCHA SCHWAB STRATEGIC TR22.7K shares-1.31%2025-12-312026-01-23 PG PROCTER AND GAMBLE CO4.4K shares0.66%2025-12-312026-01-23 MDLZ MONDELEZ INTL INC11.8K shares-0.96%2025-12-312026-01-23 WFC WELLS FARGO CO NEW6.4K shares3.02%2025-12-312026-01-23 WK WORKIVA INC6.7K shares0.00%2025-12-312026-01-23 MCD MCDONALDS CORP1.9K shares1.70%2025-12-312026-01-23 IONQ IONQ INC12.1K shares5.19%2025-12-312026-01-23 CME CME GROUP INC2.0K shares0.81%2025-12-312026-01-23 IVW ISHARES TR4.3K shares0.00%2025-12-312026-01-23 WDAY WORKDAY INC2.4K shares-2.43%2025-12-312026-01-23 SPY SPDR S&P 500 ETF TR724 shares-2.82%2025-12-312026-01-23 INTU INTUIT735 shares3.81%2025-12-312026-01-23 COP CONOCOPHILLIPS5.1K shares0.00%2025-12-312026-01-23 IGSB ISHARES TR8.4K shares0.00%2025-12-312026-01-23 NTRS NORTHERN TR CORP2.7K shares0.00%2025-12-312026-01-23 ABT ABBOTT LABS2.9K shares2.17%2025-12-312026-01-23 IWF ISHARES TR750 shares0.00%2025-12-312026-01-23 MA MASTERCARD INCORPORATED610 shares11.93%2025-12-312026-01-23 IVV ISHARES TR500 shares0.00%2025-12-312026-01-23 VOE VANGUARD INDEX FDS1.9K shares0.00%2025-12-312026-01-23 ETFS GOLD TR ETFS GOLD TR8.1K shares0.00%2025-12-312026-01-23 NFLX NETFLIX INC3.2K shares1082.84%2025-12-312026-01-23 SPDW SPDR INDEX SHS FDS6.6K shares0.00%2025-12-312026-01-23 VO VANGUARD INDEX FDS972 shares0.00%2025-12-312026-01-23 GVAL CAMBRIA ETF TR8.4K shares0.00%2025-12-312026-01-23 AXP AMERICAN EXPRESS CO695 shares8.59%2025-12-312026-01-23 LMT LOCKHEED MARTIN CORP522 shares-16.08%2025-12-312026-01-23 STZ CONSTELLATION BRANDS INC1.8K shares1.96%2025-12-312026-01-23 VBR VANGUARD INDEX FDS1.1K shares-17.19%2025-12-312026-01-23 CARR CARRIER GLOBAL CORPORATION4.3K shares0.65%2025-12-312026-01-23 SCHX SCHWAB STRATEGIC TR8.4K shares0.00%2025-12-312026-01-23 IJR ISHARES TR1.9K shares0.00%2025-12-312026-01-23 QRVO QORVO INC2.5K shares0.00%2025-12-312026-01-23 VTI VANGUARD INDEX FDS600 shares0.00%2025-12-312026-01-23 SO SOUTHERN CO2.3K shares9.79%2025-12-312026-01-23 IJK ISHARES TR2.0K shares7.51%2025-12-312026-01-23 VONV VANGUARD SCOTTSDALE FDS2.1K shares0.00%2025-12-312026-01-23 SCHV SCHWAB STRATEGIC TR6.3K shares0.00%2025-12-312026-01-23 VOT VANGUARD INDEX FDS656 shares0.00%2025-12-312026-01-23 EWU ISHARES TR4.0K shares0.00%2025-12-312026-01-23 ALAB ASTERA LABS INC1.0K shares0.00%2025-12-312026-01-23 RSPH INVESCO EXCHANGE TRADED FD T5.2K shares0.00%2025-12-312026-01-23 ULTA ULTA BEAUTY INC265 shares0.00%2025-12-312026-01-23 BIIB BIOGEN INC910 shares3.41%2025-12-312026-01-23 PRU PRUDENTIAL FINL INC1.4K shares-2.44%2025-12-312026-01-23 IJJ ISHARES TR1.2K shares0.00%2025-12-312026-01-23 VOOV VANGUARD ADMIRAL FDS INC757 shares0.00%2025-12-312026-01-23 IVE ISHARES TR729 shares0.00%2025-12-312026-01-23 VUG VANGUARD INDEX FDS314 shares-10.03%2025-12-312026-01-23 CVS CVS HEALTH CORP1.9K shares8.06%2025-12-312026-01-23 VBK VANGUARD INDEX FDS502 shares0.00%2025-12-312026-01-23 CRWD CROWDSTRIKE HLDGS INC310 shares10.71%2025-12-312026-01-23 ORCL ORACLE CORP702 shares32.95%2025-12-312026-01-23 UPS UNITED PARCEL SERVICE INC1.4K shares5.84%2025-12-312026-01-23 SCHG SCHWAB STRATEGIC TR4.0K shares-8.34%2025-12-312026-01-23 VTIP VANGUARD MALVERN FDS2.6K shares0.00%2025-12-312026-01-23 TSLA TESLA INC270 shares178.35%2025-12-312026-01-23 NVTS NAVITAS SEMICONDUCTOR CORP16.9K shares3.68%2025-12-312026-01-23 VEU VANGUARD INTL EQUITY INDEX F1.6K shares0.00%2025-12-312026-01-23 KNX KNIGHT-SWIFT TRANSN HLDGS IN2.2K shares0.00%2025-12-312026-01-23 SCHO SCHWAB STRATEGIC TR4.6K shares0.00%2025-12-312026-01-23 ECL ECOLAB INC406 shares8.27%2025-12-312026-01-23 STIP ISHARES TR1.0K shares0.00%2025-12-312026-01-23 VTV VANGUARD INDEX FDS521 shares-3.70%2025-12-312026-01-23 CASY CASEYS GEN STORES INC171 shares0.00%2025-12-312026-01-23 MFC MANULIFE FINL CORP2.5K shares0.00%2025-12-312026-01-23 ICE INTERCONTINENTAL EXCHANGE IN545 shares15.96%2025-12-312026-01-23 DGS WISDOMTREE TR1.5K shares0.00%2025-12-312026-01-23 MPC MARATHON PETE CORP523 shares12.47%2025-12-312026-01-23 COF CAPITAL ONE FINL CORP345 shares29.21%2025-12-312026-01-23 XLF SELECT SECTOR SPDR TR1.5K shares0.00%2025-12-312026-01-23 UDN INVESCO DB US DLR INDEX TR4.3K shares0.00%2025-12-312026-01-23 DEO DIAGEO PLC895 shares-4.28%2025-12-312026-01-23 DEM WISDOMTREE TR1.6K shares0.00%2025-12-312026-01-23 MELI MERCADOLIBRE INC37 shares48.00%2025-12-312026-01-23 CTVA CORTEVA INC1.0K shares0.00%2025-12-312026-01-23 ADBE ADOBE INC181 shares1.12%2025-12-312026-01-23 SPEM SPDR INDEX SHS FDS1.4K shares0.00%2025-12-312026-01-23 EWJ ISHARES INC700 shares0.00%2025-12-312026-01-23 CITIGROUP INC CITIGROUP INC481 sharesnew addition2025-12-312026-01-23 GUNR FLEXSHARES TR1.2K shares0.00%2025-12-312026-01-23 SU SUNCOR ENERGY INC NEW1.2K shares0.00%2025-12-312026-01-23 EMR EMERSON ELEC CO400 shares5.26%2025-12-312026-01-23 IREN IREN LIMITED1.4K sharesnew addition2025-12-312026-01-23 PFG PRINCIPAL FINANCIAL GROUP IN570 shares0.00%2025-12-312026-01-23 PHO INVESCO EXCHANGE TRADED FD T710 shares0.00%2025-12-312026-01-23 DVY ISHARES TR350 shares0.00%2025-12-312026-01-23 FXE INVESCO CURRENCYSHARES EURO450 shares0.00%2025-12-312026-01-23 IBDT ISHARES TR1.9K shares0.00%2025-12-312026-01-23 PPG PPG INDS INC469 shares0.00%2025-12-312026-01-23 CENCORA INC CENCORA INC134 shares21.82%2025-12-312026-01-23 V VISA INC126 shares3050.00%2025-12-312026-01-23 SHEL SHELL PLC600 shares0.00%2025-12-312026-01-23 APP APPLOVIN CORP65 shares0.00%2025-12-312026-01-23 GE AEROSPACE GE AEROSPACE139 shares3375.00%2025-12-312026-01-23 AMAT APPLIED MATLS INC165 shares870.59%2025-12-312026-01-23 MAS MASCO CORP650 shares0.00%2025-12-312026-01-23 NVS NOVARTIS AG292 shares0.00%2025-12-312026-01-23 ILF ISHARES TR1.3K shares0.00%2025-12-312026-01-23 PGR PROGRESSIVE CORP171 shares54.05%2025-12-312026-01-23 XLI SELECT SECTOR SPDR TR250 shares0.00%2025-12-312026-01-23 FDX FEDEX CORP133 shares33.00%2025-12-312026-01-23 GSIE GOLDMAN SACHS ETF TR883 shares0.00%2025-12-312026-01-23 CAH CARDINAL HEALTH INC180 shares0.00%2025-12-312026-01-23 DAR DARLING INGREDIENTS INC1.0K shares0.00%2025-12-312026-01-23 SCHZ SCHWAB STRATEGIC TR1.5K shares0.00%2025-12-312026-01-23 ABBV ABBVIE INC156 shares3800.00%2025-12-312026-01-23 MP MP MATERIALS CORP700 shares0.00%2025-12-312026-01-23 ONON ON HLDG AG755 shares-96.59%2025-12-312026-01-23 PM PHILIP MORRIS INTL INC218 sharesnew addition2025-12-312026-01-23 HOOD ROBINHOOD MKTS INC305 shares0.00%2025-12-312026-01-23 IBDS ISHARES TR1.4K shares-16.24%2025-12-312026-01-23 IBDR ISHARES TR1.4K shares-11.17%2025-12-312026-01-23 IJT ISHARES TR236 shares0.00%2025-12-312026-01-23 CMCSA COMCAST CORP NEW1.1K shares0.00%2025-12-312026-01-23 CGW INVESCO EXCH TRADED FD TR II500 shares0.00%2025-12-312026-01-23 DOW DOW INC1.3K shares82.84%2025-12-312026-01-23 ACGL ARCH CAP GROUP LTD313 shares0.00%2025-12-312026-01-23 NET CLOUDFLARE INC150 shares0.00%2025-12-312026-01-23 EFV ISHARES TR400 shares0.00%2025-12-312026-01-23 BAC BANK AMERICA CORP511 shares182.32%2025-12-312026-01-23 EQR EQUITY RESIDENTIAL442 shares0.00%2025-12-312026-01-23 CRM SALESFORCE INC103 sharesnew addition2025-12-312026-01-23 AVB AVALONBAY CMNTYS INC150 shares0.00%2025-12-312026-01-23 BKNG BOOKING HOLDINGS INC5 sharesnew addition2025-12-312026-01-23 JEF JEFFERIES FINL GROUP INC431 shares0.00%2025-12-312026-01-23 INTC INTEL CORP696 sharesnew addition2025-12-312026-01-23 CDNS CADENCE DESIGN SYSTEM INC82 shares51.85%2025-12-312026-01-23 LEN LENNAR CORP244 shares13.49%2025-12-312026-01-23 SBUX STARBUCKS CORP295 shares0.00%2025-12-312026-01-23 EQT CORP EQT CORP453 shares212.41%2025-12-312026-01-23 XLB SELECT SECTOR SPDR TR510 shares100.00%2025-12-312026-01-23 CSCO CISCO SYS INC300 sharesnew addition2025-12-312026-01-23 MDB MONGODB INC55 shares17.02%2025-12-312026-01-23 RTX RTX CORPORATION123 shares1437.50%2025-12-312026-01-23 IBM INTERNATIONAL BUSINESS MACHS75 sharesnew addition2025-12-312026-01-23 SYY SYSCO CORP295 shares0.00%2025-12-312026-01-23 T AT&T INC872 shares14433.33%2025-12-312026-01-23 VNQ VANGUARD INDEX FDS244 shares0.00%2025-12-312026-01-23 UNH UNITEDHEALTH GROUP INC64 shares276.47%2025-12-312026-01-23 XLV SELECT SECTOR SPDR TR132 shares0.00%2025-12-312026-01-23 VSS VANGUARD INTL EQUITY INDEX F140 shares0.00%2025-12-312026-01-23 IGF ISHARES TR317 shares0.00%2025-12-312026-01-23 MCO MOODYS CORP35 shares40.00%2025-12-312026-01-23 WMB WILLIAMS COS INC297 sharesnew addition2025-12-312026-01-23 ADP AUTOMATIC DATA PROCESSING IN67 sharesnew addition2025-12-312026-01-23 LINDE PLC LINDE PLC40 shares3900.00%2025-12-312026-01-23 ORLY OREILLY AUTOMOTIVE INC180 shares-40.00%2025-12-312026-01-23 EEM ISHARES TR300 shares200.00%2025-12-312026-01-23 BMY BRISTOL-MYERS SQUIBB CO295 sharesnew addition2025-12-312026-01-23 KLAC KLA CORP13 sharesnew addition2025-12-312026-01-23 HWM HOWMET AEROSPACE INC77 sharesnew addition2025-12-312026-01-23 SHOP SHOPIFY INC98 shares0.00%2025-12-312026-01-23 BABA ALIBABA GROUP HLDG LTD107 shares0.00%2025-12-312026-01-23 CUT INVESCO EXCH TRADED FD TR II539 shares0.00%2025-12-312026-01-23 CNC CENTENE CORP DEL375 sharesnew 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