Legacy Capital Group California, Inc. Portfolio Holdings

Legacy Capital Group California, Inc.

  • $328 Billion
  • Q4 2024

Legacy Capital Group California, Inc. has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $328 Billion distributed in 331 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $31.9B, Jp Morgan ETF Tr Ultra Short I with a value of $17B, Nvidia Corp with a value of $14.5B, Rubrik Inc. with a value of $11.8B, and Spdr Bloomberg 1 3 Month T Bil with a value of $5.69B.

Examining the 13F form we can see an increase of $27.4B in the current position value, from $301B to 328B.

Legacy Capital Group California, Inc. is based out at Los Gatos, CA

Below you can find more details about Legacy Capital Group California, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $328 Billion
Technology: $78.8 Billion
ETFs: $72.2 Billion
Financial Services: $37.8 Billion
Industrials: $20.5 Billion
Consumer Cyclical: $19.4 Billion
Healthcare: $16.8 Billion
Communication Services: $16.7 Billion
Consumer Defensive: $10.3 Billion
Other: $22.9 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$23.7B
$471 Million 0.14% of portfolio
14,388
Q4 2024 Added 43.54%
$46.8B
$465 Million 0.14% of portfolio
7,599
Q4 2024 Reduced 0.98%
$139B
$440 Million 0.13% of portfolio
6,144
Q3 2024 New
$322B
$424 Million 0.13% of portfolio
2,925
Q4 2024 Reduced 0.98%
$20.1B
$433 Million 0.13% of portfolio
3,728
Q4 2024 Reduced 0.05%
$55B
$440 Million 0.13% of portfolio
10,142
Q4 2024 Reduced 0.98%
$766M
$414 Million 0.13% of portfolio
13,688
Q4 2024 New
-
$396 Million 0.12% of portfolio
-
Q4 2024 New
-
$389 Million 0.12% of portfolio
-
Q4 2024 Reduced 5.38%
$5.67B
$403 Million 0.12% of portfolio
4,875
Q4 2024 Added 15.14%
$37.6B
$405 Million 0.12% of portfolio
10,893
Q4 2024 Reduced 0.86%
$46.8B
$404 Million 0.12% of portfolio
203
Q4 2024 Reduced 20.39%
$192B
$406 Million 0.12% of portfolio
1,155
Q4 2024 Added 7.34%
$22.6B
$389 Million 0.12% of portfolio
15,349
Q4 2024 Reduced 0.95%
$130B
$371 Million 0.11% of portfolio
6,568
Q4 2024 Added 0.11%
$1.33B
$368 Million 0.11% of portfolio
33,841
Q4 2024 Added 20.77%
-
$362 Million 0.11% of portfolio
-
Q4 2024 New
$81.2B
$351 Million 0.11% of portfolio
4,111
Q4 2024 Reduced 0.12%
$70.8B
$363 Million 0.11% of portfolio
6,805
Q4 2024 Added 0.06%
$61B
$348 Million 0.11% of portfolio
2,736
Q4 2024 Added 10.99%
$83.1B
$347 Million 0.11% of portfolio
2,689
Q4 2024 Reduced 0.99%
$17.4B
$369 Million 0.11% of portfolio
1,088
Q4 2024 Reduced 0.09%
$1.36B
$348 Million 0.11% of portfolio
12,668
Q4 2024 Reduced 0.98%
$1.41B
$329 Million 0.1% of portfolio
7,250
Q4 2024 Reduced 0.08%
$3.91B
$323 Million 0.1% of portfolio
3,490
Q4 2024 Reduced 0.09%
$9.12B
$337 Million 0.1% of portfolio
21,726
Q4 2024 Added 1.16%
$173B
$343 Million 0.1% of portfolio
6,296
Q4 2024 Reduced 0.94%
$10.3B
$323 Million 0.1% of portfolio
17,538
Q4 2024 Added 65.89%
$1.77B
$316 Million 0.1% of portfolio
5,173
Q4 2024 Reduced 0.12%
$9.38B
$335 Million 0.1% of portfolio
3,370
Q4 2024 Added 12.97%
$3.13B
$315 Million 0.1% of portfolio
1,550
Q4 2024 Reduced 5.02%
$65.7B
$344 Million 0.1% of portfolio
4,199
Q4 2024 Reduced 0.1%
$359B
$335 Million 0.1% of portfolio
862
Q4 2024 Reduced 27.93%
$12.2B
$287 Million 0.09% of portfolio
3,879
Q4 2024 New
$7.14B
$295 Million 0.09% of portfolio
2,459
Q4 2024 Added 5.99%
$319B
$280 Million 0.09% of portfolio
1,138
Q4 2024 Reduced 10.68%
$47.9B
$300 Million 0.09% of portfolio
2,220
Q4 2024 Reduced 57.98%
$8.1B
$298 Million 0.09% of portfolio
1,074
Q4 2024 Added 24.31%
$5.24B
$283 Million 0.09% of portfolio
6,348
Q4 2024 Reduced 0.09%
$59.9B
$280 Million 0.09% of portfolio
995
Q4 2024 Reduced 0.1%
$18.3B
$303 Million 0.09% of portfolio
2,106
Q4 2024 Added 9.18%
$5.99B
$302 Million 0.09% of portfolio
9,908
Q4 2024 Added 7.06%
$10.9B
$300 Million 0.09% of portfolio
1,311
Q4 2024 Reduced 0.08%
$67.1B
$294 Million 0.09% of portfolio
1,648
Q4 2024 Reduced 0.12%
$4.54B
$291 Million 0.09% of portfolio
3,467
Q4 2024 Reduced 47.84%
$141B
$306 Million 0.09% of portfolio
1,239
Q4 2024 Added 0.32%
$23.7B
$298 Million 0.09% of portfolio
3,300
Q4 2024 Added 9.02%
$103B
$279 Million 0.09% of portfolio
756
Q4 2024 Added 37.45%
$31.2B
$271 Million 0.08% of portfolio
12,805
Q4 2024 Added 399.41%

Summary

  • Portfolio
  • No. of Stocks 331
  • Current Value $328 Billion
  • Prior Value $301 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 53 stocks
  • Additional Purchases 105 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 163 stocks
Track This Portfolio

Track Legacy Capital Group California, Inc. Portfolio

Follow Legacy Capital Group California, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Capital Group California, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Legacy Capital Group California, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email