Legacy Capital Group California, Inc.
Q1 2025 13F Holdings
- Locationlos gatos, CA
- Num holdings
306
- Value ($000)
$287,105
- Date Filed05/09/2025
- Form type13F-HR
- CIK0001977092
- 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 |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $28.60M | 10 % | 128,768 | ||
RUBRIK INC. | CL A | 781154109 | $11.04M | 4 % | 181,117 | ||
JPST J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $11.02M | 4 % | 217,612 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $9.64M | 3 % | 88,962 | ||
KRE SPDR SER TR | BLOOMBERG 1-3 MO | 78468R663 | $6.21M | 2 % | 67,722 | ||
SPDR SER TR | PORTFOLI S&P1500 | 78464A805 | $5.25M | 2 % | 77,144 | ||
JAAA JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | $4.80M | 2 % | 94,657 | ||
PYLD PIMCO ETF TR | MULTISECTOR BD | 72201R585 | $4.67M | 2 % | 177,349 | ||
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $4.14M | 1 % | 62,979 | ||
VFLO VICTORY PORTFOLIOS II | SHARES FREE CASH | 92647X830 | $3.86M | 1 % | 112,532 |
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