Legacy Bridge, LLC Portfolio Holdings

Legacy Bridge, LLC

  • $175 Million
  • Q4 2024

Legacy Bridge, LLC has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $175 Million distributed in 298 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $7.3M, Broadcom Inc. with a value of $6.49M, West Bancorporation Inc with a value of $5.76M, Palantir Technologies Inc. with a value of $4.31M, and Amazon Com Inc with a value of $3.7M.

Examining the 13F form we can see an decrease of $2.85M in the current position value, from $178M to 175M.

Below you can find more details about Legacy Bridge, LLC portfolio as well as his latest detailed transactions.

Portfolio value $175 Million
Technology: $43.7 Million
ETFs: $32.3 Million
Industrials: $23.3 Million
Financial Services: $18.7 Million
Consumer Cyclical: $15.3 Million
Healthcare: $11.9 Million
Consumer Defensive: $10.1 Million
Energy: $6.9 Million
Other: $13 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$327B
$7.3 Million 4.17% of portfolio
54,380
Q4 2024 Added 0.46%
$95.7B
$6.49 Million 3.71% of portfolio
28,000
Q4 2024 Reduced 5.83%
$364M
$5.76 Million 3.29% of portfolio
266,001
Q4 2024 Reduced 9.08%
$231B
$4.31 Million 2.46% of portfolio
56,980
Q4 2024 Added 0.18%
$2.33T
$3.7 Million 2.11% of portfolio
16,867
Q4 2024 Added 0.06%
$3.05T
$3.35 Million 1.91% of portfolio
7,951
Q3 2024 Reduced 7.89%
$614B
$3.16 Million 1.81% of portfolio
6,976
Q4 2024 Added 0.29%
$281B
$3.09 Million 1.77% of portfolio
34,212
Q4 2024 Added 0.09%
$123B
$3.07 Million 1.75% of portfolio
9,238
Q3 2024 Reduced 0.11%
$4.39B
$2.98 Million 1.7% of portfolio
17,716
Q3 2024 Added 0.16%
$829B
$2.62 Million 1.49% of portfolio
3,388
Q4 2024 Reduced 0.56%
$186B
$2.59 Million 1.48% of portfolio
7,148
Q3 2024 Added 0.17%
$0
$2.47 Million 1.41% of portfolio
132,780
Q4 2024 Added 0.26%
$471B
$2.44 Million 1.39% of portfolio
2,659
Q3 2024 Added 0.45%
$3.81T
$2.24 Million 1.28% of portfolio
8,934
Q3 2024 Added 0.2%
$58.9B
$2.21 Million 1.26% of portfolio
12,124
Q4 2024 Added 100.2%
$417B
$2.07 Million 1.18% of portfolio
5,332
Q3 2024 Added 0.15%
$87.2B
$2.05 Million 1.17% of portfolio
3,219
Q3 2024 Reduced 5.02%
$208B
$2.05 Million 1.17% of portfolio
3,930
Q3 2024 Reduced 0.13%
$808B
$2.05 Million 1.17% of portfolio
8,535
Q3 2024 Reduced 0.06%
$155B
$2.02 Million 1.16% of portfolio
8,205
Q4 2024 Reduced 1.5%
$32.7B
$1.96 Million 1.12% of portfolio
22,658
Q4 2024 Added 0.89%
$13.6B
$1.93 Million 1.1% of portfolio
10,396
Q3 2024 Added 100.0%
$0
$1.89 Million 1.08% of portfolio
8,540
Q4 2024 Added 0.18%
$61.3B
$1.87 Million 1.07% of portfolio
23,672
Q1 2024 Reduced 7.66%
$1.13T
$1.76 Million 1.01% of portfolio
9,250
Q3 2024 Reduced 5.08%
$6.2B
$1.75 Million 1.0% of portfolio
32,890
Q4 2024 Added 400.0%
$0
$1.73 Million 0.99% of portfolio
6,005
Q4 2024 Added 0.67%
$0
$1.73 Million 0.99% of portfolio
19,154
Q4 2024 Added 0.13%
$85.2B
$1.72 Million 0.98% of portfolio
1,829
Q3 2024 Added 0.44%
$144B
$1.69 Million 0.97% of portfolio
3,996
Q4 2024 Reduced 2.2%
$5.84B
$1.69 Million 0.96% of portfolio
11,086
Q2 2024 Reduced 0.14%
$46.9B
$1.62 Million 0.92% of portfolio
9,122
Q3 2024 Added 0.11%
$0
$1.6 Million 0.91% of portfolio
9,730
Q1 2024 Reduced 9.32%
$0
$1.59 Million 0.91% of portfolio
18,039
Q3 2024 Reduced 1.85%
$57.7B
$1.57 Million 0.9% of portfolio
7,570
Q4 2023 Reduced 0.2%
$0
$1.58 Million 0.9% of portfolio
32,971
Q3 2024 Added 1.15%
$180B
$1.57 Million 0.89% of portfolio
12,968
Q3 2024 Reduced 0.11%
$191B
$1.56 Million 0.89% of portfolio
10,162
Q3 2024 Reduced 0.25%
$318B
$1.53 Million 0.87% of portfolio
6,930
Q3 2024 Reduced 0.29%
$493B
$1.5 Million 0.86% of portfolio
2,968
Q3 2024 Added 0.2%
$27.1B
$1.43 Million 0.82% of portfolio
67,030
Q4 2024 Added 0.15%
$447B
$1.4 Million 0.8% of portfolio
13,005
Q3 2024 Added 0.19%
$0
$1.39 Million 0.8% of portfolio
10,781
Q1 2024 Reduced 2.09%
$300B
$1.38 Million 0.79% of portfolio
1,995
Q1 2024 Added 0.55%
$47.3B
$1.38 Million 0.79% of portfolio
2,325
Q4 2024 Added 0.22%
$39.3B
$1.36 Million 0.78% of portfolio
17,585
Q4 2024 Reduced 0.34%
$93.3B
$1.35 Million 0.77% of portfolio
6,669
Q4 2024 Reduced 2.41%
$15.5B
$1.32 Million 0.75% of portfolio
10,748
Q4 2024 Reduced 0.92%

Summary

  • Portfolio
  • No. of Stocks 298
  • Current Value $175 Million
  • Prior Value $178 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 22, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 16 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
Track This Portfolio

Track Legacy Bridge, LLC Portfolio

Follow Legacy Bridge, LLC 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 Bridge, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Bridge, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email