Legacy-Capital-Group-California
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "ENVX", "ARGX", null, "NTR", "AGI.TO", "MOS", null, "NXE", "MU", "ACN", "ABT", "ADBE", "FLG", "APD", "BABA", "APLS", "JLL", null, "ALL", "GOOGL", "AXP", "AEG", "FOLD", "JOE", "ASML", "BLK", "ESAB", "CAT", "AVGO", "LOW", null, "CRTO", null, "COF", "CMI", "PHG", "SOHU", "EOG", "SN", null, "FITB", "GD", "GILD", null, "HD", "BRSP", "CLAR", "INTU", "QCOM", "HSBC", "HMC", "HWM", "AMAT", "META", null, null, null, "LGF-A", "IVW", "UHAL", "TMQ", null, null, null, null, "LRCX", null, "PWR", "MA", "MDT", "MSFT", "MS", "TMUS", "EVR", "FICO", "HAS", "HRL", "NVS", "TEVA", "OMC", "ADM", "AMP", "KR", "ORCL", "OKE", "DOC", "REG", null, null, null, "EEM", "PANW", "PYPL", "PEP", "PNC", null, null, "AAPL", "SPY", "NVDA", "GS", "HPE", "INTC", "PLTR", "PRU", "PFE", "LMT", "PG", "MRK", "VZ", "MAN", "LPLA", "AMGN", "PPG", "IOT", "RY", "RELX", null, null, null, null, "SNA", "SHEL", "RTX", "GLD", "STX", "SAP", null, null, null, "AMT", "SPLG", "IBM", "SSNC", "SYK", "SBUX", "ERIC", "TEL", "TPR", "TGT", "TMO", null, "TFC", "TSN", "UBS", "UAL", "UL", "UPS", "NEM", "MET", "DTM", "JBL", null, "IWV", "LPX", null, "AEO", null, "TTE", null, "GT", "GMED", "IWN", null, "TSM", null, null, null, "FSK", "ANF", "GBX", "LITE", "ARE", "GM", "ALB", "AFL", "AXON", "APH", "AMD", "AVB", "FI", "CPAY", "TAP", "IP", "EQR", "DEO", "AJG", "WM", "FSLR", "WCN", "CAH", "GSM", "FDP", null, null, "IRWD", "KW", "KT", "KLIC", "RACE", "NVO", "AMZN", "MSI", "CMS", "IVE", "NWS", null, "DKS", "PDD", "VOO", "V", "VIRT", "VST", "WMT", "WHR", "XEL", "WKC", "ENS", null, "ELAN", "DNN", "CNQ", "GEN", "AEM", null, "JNPR", "NSC", "KIM", "KEY", "NOK", "LBRDK", "MFC", null, "SW", "CRM", "RVTY", "RBRK", "SPOT", null, "DINO", "MELI", "ZBH", "MTH", null, "NTAP", "SYF", "NRG", "FDX", "ADP", "BAC", "OZK", "BCS", "BK", "BRK-B", "BHE", "BRBR", "BJ", null, "BMY", "BTI", "BG", "CHRW", "CCJ", "CCL", "CBOE", "CVX", "CMG", "CTAS", "CSCO", "CIVI", "CFG", "C", "KOF", "CMA", "CMCSA", "CEG", "CPRT", "COST", "GLW", "CVS", "CW", "DE", "DB", "DVN", "DLR", "RSP", "EFA", "MCO", "VOD", "NEE", "NKE", "QQQ", "DIS", "ELV", "ETN", "GOOG", "XOM", "JNJ", "TSLA", "NFLX", "PM", "XLK", "VTI", "JPM", "ZTS" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-09
- Total Holdings
- 306
- Total Value
- 287105056
- Accession Number
- 0001765380-25-000208
- Form Type
- 13F-HR
- Manager Name
- Legacy-Capital-Group-California
Data Enrichment
85% identified260 identified46 unidentified
Holdings
306 positions
Manager:
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Page 11 of 16
46434V878
Shares:6.6K
Value:$333.7K
81369Y407
Shares:1.6K
Value:$309.8K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
12.5K | All Managers (Combined) | $354.7K | |||
641 | QoQ -0.46% (-3) | All Managers (Combined) | $350.2K | ||
BlackRock, Inc.(BLKcusip09290D101) | 365 | QoQ -0.81% (-3)YoY NEW(+365) | All Managers (Combined) | $345.5K | YoY NEW(+$345.5K) |
INTEL CORP(INTCcusip458140100) | 15.2K | All Managers (Combined) | $345.4K | ||
724 | QoQ +0.55% (-4)YoY +4.02% (+28) | All Managers (Combined) | $339.5K | ||
HOME DEPOT, INC.(HDcusip437076102) | 924 | QoQ +7.19% (+62) | All Managers (Combined) | $338.6K | |
600 | QoQ NEW(+600) | All Managers (Combined) | $335.6K | QoQ NEW(+$335.6K) | |
METLIFE INC(METcusip59156R108) | 4.2K | QoQ -0.57% (-24)YoY -3.60% (-156) | All Managers (Combined) | $335.2K | |
11.0K | All Managers (Combined) | $334.8K | |||
(cusip46434V878)✕ | 6.6K | All Managers (Combined) | $333.7K | ||
2.9K | All Managers (Combined) | $333.2K | |||
NetApp, Inc.(NTAPcusip64110D104) | 3.7K | QoQ -0.08% (-3)YoY -2.28% (-87) | All Managers (Combined) | $327.2K | |
752 | QoQ -0.52% (-4)YoY -8.51% (-70) | All Managers (Combined) | $327.1K | ||
2.4K | QoQ NEW(+2.4K) | All Managers (Combined) | $320.7K | QoQ NEW(+$320.7K) | |
18.0K | All Managers (Combined) | $319.3K | |||
General Motors Co(GMcusip37045V100) | 6.8K | QoQ -0.58% (-40)YoY NEW(+6.8K) | All Managers (Combined) | $318.2K | YoY NEW(+$318.2K) |
3.5K | QoQ -0.60% (-21)YoY -3.20% (-115) | All Managers (Combined) | $317.7K | ||
DIAGEO PLC(DEOcusip25243Q205) | 3.0K | All Managers (Combined) | $315.9K | ||
987 | All Managers (Combined) | $313.5K | |||
(cusip81369Y407)✕ | 1.6K | YoY NEW(+1.6K) | All Managers (Combined) | $309.8K | YoY NEW(+$309.8K) |