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
$300B
$1.02 Billion 0.31% of portfolio
23,169
Q4 2024 Reduced 0.05%
$39.7B
$975 Million 0.3% of portfolio
2,796
Q4 2024 Reduced 0.67%
$167B
$988 Million 0.3% of portfolio
1,899
Q4 2024 New
$67.9B
$978 Million 0.3% of portfolio
9,454
Q4 2024 Added 3.14%
$14.3B
$983 Million 0.3% of portfolio
35,905
Q4 2024 Reduced 0.59%
$38.7B
$990 Million 0.3% of portfolio
14,248
Q4 2024 Reduced 2.4%
$23.4B
$995 Million 0.3% of portfolio
23,532
Q4 2024 Reduced 0.07%
$61.5B
$999 Million 0.3% of portfolio
5,178
Q4 2024 Reduced 0.29%
$229B
$956 Million 0.29% of portfolio
16,153
Q4 2024 Reduced 24.02%
$136B
$960 Million 0.29% of portfolio
2,265
Q4 2024 Reduced 0.88%
$165B
$923 Million 0.28% of portfolio
1,469
Q4 2024 Reduced 3.23%
$69.3B
$922 Million 0.28% of portfolio
3,977
Q4 2024 Reduced 1.0%
$51.2B
$928 Million 0.28% of portfolio
8,481
Q4 2024 New
$107B
$883 Million 0.27% of portfolio
2,660
Q4 2024 Reduced 0.49%
$49.6B
$891 Million 0.27% of portfolio
1,674
Q4 2024 Reduced 28.95%
$4.3B
$902 Million 0.27% of portfolio
7,875
Q4 2024 Added 13.77%
$1.69B
$900 Million 0.27% of portfolio
103,405
Q4 2024 New
$20B
$871 Million 0.27% of portfolio
34,933
Q4 2024 New
$149B
$897 Million 0.27% of portfolio
14,874
Q4 2024 New
$214B
$896 Million 0.27% of portfolio
4,078
Q4 2024 Reduced 0.68%
$15.6B
$858 Million 0.26% of portfolio
9,938
Q4 2024 Reduced 0.61%
$155B
$846 Million 0.26% of portfolio
3,532
Q4 2024 New
$148B
$850 Million 0.26% of portfolio
3,263
Q4 2024 Added 12.79%
$326B
$837 Million 0.26% of portfolio
3,792
Q4 2024 Reduced 2.44%
$74.8B
$836 Million 0.25% of portfolio
9,935
Q4 2024 Added 227.24%
$18.2B
$823 Million 0.25% of portfolio
5,718
Q4 2024 Reduced 0.68%
$37B
$812 Million 0.25% of portfolio
6,848
Q4 2024 Reduced 0.61%
$23B
$818 Million 0.25% of portfolio
4,188
Q4 2024 Added 42.35%
$86.4B
$809 Million 0.25% of portfolio
2,381
Q4 2024 Added 41.73%
$6.09B
$821 Million 0.25% of portfolio
23,411
Q4 2024 Added 32.11%
$2.07B
$818 Million 0.25% of portfolio
14,171
Q4 2024 Added 55.74%
$247B
$822 Million 0.25% of portfolio
2,459
Q4 2024 Reduced 32.05%
$52.6B
$785 Million 0.24% of portfolio
4,073
Q4 2024 Reduced 1.0%
$38.5B
$792 Million 0.24% of portfolio
7,888
Q4 2024 New
$48.2B
$800 Million 0.24% of portfolio
6,105
Q4 2024 Reduced 2.32%
$21.6B
$779 Million 0.24% of portfolio
11,978
Q4 2024 Reduced 0.82%
$141B
$798 Million 0.24% of portfolio
6,604
Q4 2024 New
$10.7B
$802 Million 0.24% of portfolio
9,462
Q4 2024 Reduced 0.65%
$19.5B
$743 Million 0.23% of portfolio
34,824
Q4 2024 Reduced 0.95%
$69.6B
$761 Million 0.23% of portfolio
4,670
Q4 2024 Reduced 2.38%
$20.9B
$753 Million 0.23% of portfolio
4,120
Q4 2024 Reduced 1.01%
$26.3B
$740 Million 0.23% of portfolio
14,650
Q4 2024 Reduced 0.65%
$1.34B
$744 Million 0.23% of portfolio
12,331
Q4 2024 Reduced 0.32%
$6.93B
$717 Million 0.22% of portfolio
11,597
Q4 2024 Reduced 0.62%
$50.9B
$735 Million 0.22% of portfolio
3,133
Q4 2024 Reduced 0.57%
$11.8B
$708 Million 0.22% of portfolio
12,356
Q4 2024 Reduced 0.72%
$12.7B
$715 Million 0.22% of portfolio
7,327
Q4 2024 Added 24.65%
$229B
$700 Million 0.21% of portfolio
6,193
Q4 2024 Reduced 14.02%
$86.8B
$692 Million 0.21% of portfolio
23,399
Q4 2024 Reduced 2.22%

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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