Legacy Capital Group California, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
LC Legacy Capital Group California, Inc. | Institutional Filer | ▼ 36.33% | $262.8M | 277 |
Current Portfolio Holdings
Showing all 277 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 116K | $29.5M | 11.24% |
| 2 | BIL | SPDR SERIES TRUST | — | 93K | $8.5M | 3.24% |
| 3 | SPYM | SPDR SERIES TRUST | — | 64K | $4.9M | 1.85% |
| 4 | SPTM | SPDR SERIES TRUST | — | 61K | $4.9M | 1.85% |
| 5 | VFLO | VICTORY PORTFOLIOS II | — | 108K | $4.3M | 1.62% |
| 6 | LDUR | PIMCO ETF TR | — | 43K | $4.2M | 1.59% |
| 7 | PYLD | PIMCO ETF TR | — | 146K | $3.8M | 1.45% |
| 8 | TMSL | T ROWE PRICE ETF INC | — | 88K | $3.2M | 1.23% |
| 9 | GOOGL | Alphabet Inc. | Technology | 10K | $2.9M | 1.11% |
| 10 | FLRN | SPDR SERIES TRUST | — | 90K | $2.8M | 1.05% |
| 11 | NVDA | NVIDIA Corporation | Technology | 16K | $2.7M | 1.04% |
| 12 | ROE | EA SERIES TRUST | — | 74K | $2.6M | 1.00% |
| 13 | MSFT | Microsoft Corporation | Technology | 7K | $2.5M | 0.96% |
| 14 | C | Citigroup Inc. | Financial Services | 20K | $2.3M | 0.87% |
| 15 | TSM | Taiwan Semiconductor Manufacturing Company Limited | Technology | 6K | $2.1M | 0.80% |
Showing 1 to 15 of 277 holdings