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Name: |
Legacy CG LLC |
City: |
PLANO |
State: |
TX |
Zip: |
75024 |
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Holdings
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18 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
USMC |
Principal Us Mega Cap Multi... |
1 |
- |
$0.00 |
$18,615,000 |
362,439 |
6.75% |
3,209,000 |
32,978 |
0.746 |
N/A |
|
MUSI |
American Century Multisecto... |
2 |
- |
$0.00 |
$17,692,000 |
407,620 |
6.42% |
1,721,000 |
41,305 |
1.691 |
N/A |
|
CALF |
Pacer Us Small Cap Cash Cow... |
3 |
- |
$0.00 |
$16,797,000 |
341,682 |
6.09% |
1,162,000 |
16,157 |
0.33 |
N/A |
|
GOOG |
Alphabet Inc |
12 |
- |
$178.19 |
$6,606,000 |
43,386 |
2.4% |
599,000 |
762 |
0.001 |
Search Engines & Info... |
|
BRK.B |
Berkshire Hathaway B |
14 |
- |
$408.50 |
$6,402,000 |
15,224 |
2.32% |
1,413,000 |
1,237 |
0.001 |
Property & Casualty I... |
|
AMGN |
Amgen Inc |
15 |
- |
$300.70 |
$6,322,000 |
22,234 |
2.29% |
-58,000 |
82 |
0.004 |
Biotechnology |
|
MRK |
Merck & Co Inc |
18 |
- |
$131.20 |
$6,212,000 |
47,075 |
2.25% |
1,080,000 |
3 |
0.002 |
Drug Manufacturers - ... |
|
AMAT |
Applied Materials Inc |
19 |
- |
$229.97 |
$5,687,000 |
27,576 |
2.06% |
1,266,000 |
298 |
0.003 |
Semiconductor Equipme... |
|
CAT |
Caterpillar Inc |
20 |
- |
$327.31 |
$5,602,000 |
15,289 |
2.03% |
1,222,000 |
475 |
0.003 |
Farm & Construction M... |
|
MSI |
Motorola Inc |
21 |
- |
$376.90 |
$5,452,000 |
15,360 |
1.98% |
757,000 |
365 |
0.009 |
Communication Equipment |
|
BSCS |
Invesco Bulletshares 2028 C... |
24 |
- |
$0.00 |
$5,114,000 |
254,789 |
1.85% |
178,000 |
11,382 |
0.283 |
N/A |
|
BSCQ |
Invesco Bulletshares 2026 C... |
25 |
- |
$19.20 |
$5,072,000 |
264,046 |
1.84% |
194,000 |
11,313 |
0.093 |
N/A |
|
BSCR |
Invesco Bulletshares 2027 C... |
26 |
- |
$0.00 |
$5,037,000 |
261,114 |
1.83% |
188,000 |
11,872 |
0.229 |
N/A |
|
UNH |
Unitedhealth Group Inc |
28 |
- |
$496.22 |
$4,741,000 |
9,584 |
1.72% |
-190,000 |
217 |
0.001 |
Health Care Plans |
|
ORCL |
Oracle Corp |
29 |
- |
$123.88 |
$4,507,000 |
35,879 |
1.63% |
1,147,000 |
4,011 |
0.001 |
Application Software |
|
TEL |
Te Connectivity Ltd |
30 |
- |
$144.94 |
$4,488,000 |
30,903 |
1.63% |
186,000 |
282 |
0.009 |
Diversified Electronics |
|
ACN |
Accenture Plc |
32 |
- |
$294.22 |
$4,226,000 |
12,193 |
1.53% |
286,000 |
965 |
0.002 |
Management Services |
|
AAPL |
Apple Inc |
34 |
- |
$207.15 |
$4,033,000 |
23,521 |
1.46% |
304,000 |
4,154 |
0 |
Personal Computers |
|