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CIK: 0001977092
Total reported value
$331.8M
$331.8M
331 檔
24.4%
The Q4 2024 SEC filing reveals that Legacy Capital Group California, Inc. held a total portfolio value of $331.8M, covering 331 public equity positions.
During Q4 2024, Legacy Capital Group California, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 331 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 9.74% | -1.12% | -0.82% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 5.17% | +2.87% | -12.72% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.43% | +0.28% | +278.08% | |
| 4 | RBRK | Rubrik Inc-a | Stock-Tech | 3.61% | — | +140.72% | |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.73% | -0.88% | +7.91% | |
| 6 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.66% | -0.29% | +28.35% | |
| 7 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.45% | -0.06% | +2.22% | |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.34% | -0.28% | -6.40% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.26% | -0.21% | -27.39% | |
| 10 | FSK | Fs Kkr Capital CORP | Stock-Financials | 1.10% | -0.16% | -0.99% | |
| 11 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.01% | -0.19% | +1.24% | |
| 12 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.97% | — | -2.55% | |
| 13 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 0.94% | -0.28% | +48.57% | |
| 14 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.92% | +0.27% | +40.55% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.82% | +0.35% | +4.80% | |
| 16 | NFLX | Netflix Inc | Stock-Comm Services | 0.81% | — | +113.01% | |
| 17 | LONZ | Pimco Senior Loan Active ETF | ETF-Other | 0.79% | — | — | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.73% | -0.11% | -0.57% | |
| 19 | HIGH | Simplify Enhanced Income ETF | ETF-Other | 0.66% | — | +4.00% | |
| 20 | CAVA | Cava Group Inc | Stock-Consumer Disc | 0.65% | — | -1.44% | |
| 21 | CTA | Simplify Managed Futures St | ETF-Other | 0.64% | -0.11% | +2.75% | |
| 22 | UPST | Upstart Holdings Inc | Stock-Financials | 0.63% | — | -1.39% | |
| 23 | CFG | Citizens Financial Group | Stock-Financials | 0.62% | +0.30% | -1.30% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.61% | — | -1.04% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.60% | -0.09% | +1.15% | |
| 26 | ROE | Ast US Eq Wgt Qlty Kings ETF | ETF-Other | 0.59% | -0.17% | -4.23% | |
| 27 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 0.59% | -0.11% | — | |
| 28 | XONE | Bondbloxx Bbg 1 Dur US Treas | ETF-Other | 0.57% | -0.02% | — | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.56% | -0.06% | +0.47% | |
| 30 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.56% | — | — | |
| 31 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.55% | -0.10% | +4.56% | |
| 32 | RTX | Rtx CORP | Stock-Industrials | 0.55% | -0.16% | +102.95% | |
| 33 | ANF | Abercrombie & Fitch Co-cl A | Stock-Consumer Disc | 0.53% | — | -1.44% | |
| 34 | HAPN | Happen Inc | Stock-Other | 0.52% | — | -1.55% | |
| 35 | CW | Curtiss-wright CORP | Stock-Industrials | 0.52% | +0.01% | +0.48% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.49% | -0.03% | -0.04% | |
| 37 | LRCX | Lam Research CORP | Stock-Tech | 0.49% | +0.12% | — | |
| 38 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.47% | — | -4.06% | |
| 39 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-Tech | 0.47% | — | -5.29% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.46% | -0.27% | -49.53% | |
| 41 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.45% | -0.06% | -0.41% | |
| 42 | QCOM | Qualcomm Inc | Stock-Tech | 0.45% | -0.21% | +3.45% | |
| 43 | CAT | Caterpillar Inc | Stock-Industrials | 0.44% | +0.50% | -24.79% | |
| 44 | CVNA | Carvana Co | Stock-Consumer Disc | 0.44% | — | -1.55% | |
| 45 | AFRM | Affirm Holdings Inc | Stock-Financials | 0.44% | — | -2.11% | |
| 46 | PWR | Quanta Services Inc | Stock-Industrials | 0.44% | +0.42% | NEW | |
| 47 | BX | Blackstone Inc | Stock-Financials | 0.43% | — | -1.60% | |
| 48 | ZION | Zions Bancorp NA | Stock-Financials | 0.43% | — | -1.50% | |
| 49 | XLK | Ss Technology Select Sector | ETF-Tech | 0.42% | -0.03% | +40.28% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.40% | -0.06% | +8.00% |
According to official SEC Form 13F filings, Legacy Capital Group California, Inc. reported a total U.S. public equity portfolio value of $331.8M across 331 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, JPST, NVDA) accounted for 24.4% of total reported equity market value during Q4 2024.
During Q4 2024, Legacy Capital Group California, Inc.'s top holdings by market value included AAPL (9.7%)、JPST (5.2%)、NVDA (4.4%). The largest single position, AAPL, represented 9.7% of total portfolio value.
In Q4 2024, Legacy Capital Group California, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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