Legacy-Capital-Group-California

Filing Details

13F-HR2025-03-31
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% identified
260 identified46 unidentified

Holdings

306 positions
Manager:
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81369Y860
Shares:49.4K
Value:$2.1M
72201R627
Shares:39.4K
Value:$2.0M
RTX Corp
Shares:14.4K
Value:$1.9M
CITIGROUP INC
Shares:25.8K
Value:$1.8M
QUALCOMM INC/DE
Shares:10.9K
Value:$1.7M
BANK OF AMERICA CORP /DE/
Shares:40.1K
Value:$1.7M
BERKSHIRE HATHAWAY INC
Shares:3.1K
Value:$1.7M
72201R718
Shares:17.2K
Value:$1.7M
81369Y803
Shares:7.8K
Value:$1.6M
LAM RESEARCH CORP
Shares:22.0K
Value:$1.6M
NEWMONT Corp /DE/
Shares:31.9K
Value:$1.5M
Meta Platforms, Inc.
Shares:2.6K
Value:$1.5M
25459Y207
Shares:17.4K
Value:$1.5M
Bank of New York Mellon Corp
Shares:17.3K
Value:$1.4M
Motorola Solutions, Inc.
Shares:3.2K
Value:$1.4M
Alphabet Inc.
Shares:8.4K
Value:$1.3M
UNILEVER PLC
Shares:21.3K
Value:$1.3M
ADOBE INC.
Shares:3.3K
Value:$1.2M
Medtronic plc
Shares:13.8K
Value:$1.2M
82889N699
Shares:41.5K
Value:$1.2M