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
$3.74T
$31.9 Billion 9.74% of portfolio
127,565
Q4 2024 Reduced 0.82%
$296B
$14.5 Billion 4.43% of portfolio
108,223
Q4 2024 Added 278.08%
$3.07T
$4.12 Billion 1.26% of portfolio
9,771
Q4 2024 Reduced 27.39%
$0
$3.6 Billion 1.1% of portfolio
165,822
Q4 2024 Reduced 0.99%
$120B
$3.18 Billion 0.97% of portfolio
7,116
Q4 2024 Reduced 2.55%
$230B
$3.01 Billion 0.92% of portfolio
30,272
Q4 2024 Added 40.55%
$1.23T
$2.69 Billion 0.82% of portfolio
14,230
Q4 2024 Added 4.8%
$443B
$2.64 Billion 0.81% of portfolio
2,963
Q4 2024 Added 113.01%
$786B
$2.41 Billion 0.73% of portfolio
10,056
Q4 2024 Reduced 0.57%
-
$2.18 Billion 0.66% of portfolio
-
Q4 2024 Added 4.0%
$5.15B
$2.08 Billion 0.63% of portfolio
33,704
Q4 2024 Reduced 1.39%
$23.3B
$2.03 Billion 0.62% of portfolio
46,461
Q4 2024 Reduced 1.3%
$452B
$2.01 Billion 0.61% of portfolio
2,196
Q4 2024 Reduced 1.04%
$401B
$1.96 Billion 0.6% of portfolio
13,566
Q4 2024 Added 1.15%
$597M
$1.87 Billion 0.57% of portfolio
-
Q4 2024 New
$274B
$1.83 Billion 0.56% of portfolio
20,296
Q4 2024 Added 0.47%
$189B
$1.8 Billion 0.55% of portfolio
15,593
Q4 2024 Added 102.95%
$5.68B
$1.74 Billion 0.53% of portfolio
11,673
Q4 2024 Reduced 1.44%
$13.2B
$1.69 Billion 0.52% of portfolio
4,776
Q4 2024 Added 0.48%
$1.39B
$1.7 Billion 0.52% of portfolio
104,783
Q4 2024 Reduced 1.55%
$1.26T
$1.62 Billion 0.49% of portfolio
8,485
Q4 2024 Reduced 0.04%
$1.58T
$1.51 Billion 0.46% of portfolio
2,586
Q4 2024 Reduced 49.53%
$194B
$1.46 Billion 0.45% of portfolio
9,523
Q4 2024 Added 3.45%
$47B
$1.47 Billion 0.45% of portfolio
8,309
Q4 2024 Reduced 0.41%
$42.9B
$1.43 Billion 0.44% of portfolio
4,531
Q4 2024 Reduced 1.61%
$13.7B
$1.43 Billion 0.44% of portfolio
23,520
Q4 2024 Reduced 2.11%
$21.8B
$1.44 Billion 0.44% of portfolio
7,059
Q4 2024 Reduced 1.55%
$191B
$1.44 Billion 0.44% of portfolio
3,981
Q4 2024 Reduced 24.79%
$121B
$1.42 Billion 0.43% of portfolio
8,257
Q4 2024 Reduced 1.6%
$8.54B
$1.41 Billion 0.43% of portfolio
25,901
Q4 2024 Reduced 1.5%
$608B
$1.3 Billion 0.4% of portfolio
2,862
Q4 2024 Added 8.0%
$44B
$1.28 Billion 0.39% of portfolio
27,015
Q4 2024 Reduced 0.76%
$68.6B
$1.29 Billion 0.39% of portfolio
16,783
Q4 2024 New
$453B
$1.24 Billion 0.38% of portfolio
7,462
Q4 2024 Added 5.38%
$54.9B
$1.23 Billion 0.38% of portfolio
6,786
Q4 2024 New
$2.56B
$1.24 Billion 0.38% of portfolio
23,744
Q4 2024 Reduced 1.55%
$4.31B
$1.2 Billion 0.37% of portfolio
35,934
Q4 2024 Reduced 1.78%
$103B
$1.22 Billion 0.37% of portfolio
40,164
Q4 2024 Reduced 0.92%
$17.7B
$1.14 Billion 0.35% of portfolio
17,449
Q4 2024 Reduced 18.08%
$74.5B
$1.11 Billion 0.34% of portfolio
3,817
Q4 2024 Reduced 0.62%
$145B
$1.13 Billion 0.34% of portfolio
19,932
Q4 2024 Added 29.71%
$152B
$1.1 Billion 0.33% of portfolio
15,573
Q4 2024 Reduced 0.68%
$205B
$1.1 Billion 0.33% of portfolio
2,466
Q4 2024 Added 33.8%
$1.06T
$1.07 Billion 0.33% of portfolio
5,408
Q4 2024 Added 35.44%
$11.8B
$1.08 Billion 0.33% of portfolio
3,322
Q4 2024 New
$121B
$1.06 Billion 0.32% of portfolio
13,259
Q4 2024 Added 4.76%
$70.7B
$1.04 Billion 0.32% of portfolio
3,964
Q4 2024 Added 2.59%
$3.18B
$1.02 Billion 0.31% of portfolio
31,865
Q4 2024 Reduced 1.44%
$2.47T
$1.02 Billion 0.31% of portfolio
4,667
Q4 2024 Reduced 55.31%

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
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