Legacy CG, LLC
Q1 2025 13F Holdings
- Locationplano, TX
- Num holdings
45
- Value ($000)
$309,550
- Date Filed04/24/2025
- Form type13F-HR
- CIK0001904825
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
HELO J P MORGAN EXCHANGE TRADED F | HEDGED EQUITY LA | 46654Q724 | $23.04M | 7 % | 386,114 | ||
USMC PRINCIPAL EXCHANGE TRADED FD | US MEGA CP ETF | 74255Y870 | $17.42M | 6 % | 306,802 | ||
CGXU CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | 14019W109 | $16.91M | 6 % | 690,787 | ||
INNOVATOR ETFS TRUST | EQUITY DEF PRO 2 | 45784N601 | $16.75M | 5 % | 674,590 | ||
FTHI FIRST TR EXCHANGE TRADED FD | BUYWRIT INCM ETF | 33738R308 | $16.06M | 5 % | 734,817 | ||
PSC PRINCIPAL EXCHANGE TRADED FD | PRIN U S SMALL | 74255Y607 | $15.39M | 5 % | 316,839 | ||
DMBS DOUBLELINE ETF TRUST | MORTGAGE ETF | 25861R402 | $13.82M | 5 % | 281,687 | ||
FRANKLIN TEMPLETON ETF TR | FRANKLIN DYN MUN | 35473P868 | $11.93M | 4 % | 488,106 | ||
AMZN AMAZON COM INC | COM | 023135106 | $9.57M | 3 % | 50,276 | ||
XTWO BONDBLOXX ETF TRUST | BLOOMBERG TWO YR | 09789C853 | $9.13M | 3 % | 184,615 |
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