Portfolio (Quarterly)
Guide ↗
Legacy Bridge, LLC
· CIK 0001689144| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | MNST | MONSTER BEVERAGE CORP NEW | Consumer Defensive | 154 | $12K | 0.01% | SOLD |
| 22 | ROST | ROSS STORES INC | Consumer Cyclical | 65 | $12K | 0.01% | SOLD |
| 23 | SPG | SIMON PPTY GROUP INC NEW | Real Estate | 63 | $12K | 0.01% | SOLD |
| 24 | ALL | ALLSTATE CORP | Financial Services | 56 | $12K | 0.01% | SOLD |
| 25 | GM | GENERAL MTRS CO | Consumer Cyclical | 143 | $12K | 0.01% | SOLD |
| 26 | HLT | HILTON WORLDWIDE HLDGS INC | Consumer Cyclical | 40 | $11K | 0.01% | SOLD |
| 27 | SCHW | SCHWAB CHARLES CORP | Financial Services | 115 | $11K | 0.01% | SOLD |
| 28 | VRTX | VERTEX PHARMACEUTICALS INC | Healthcare | 24 | $11K | 0.00% | SOLD |
| 29 | ADI | ANALOG DEVICES INC | Technology | 40 | $11K | 0.00% | SOLD |
| 30 | WELL | WELLTOWER INC | Real Estate | 58 | $11K | 0.00% | SOLD |
| 31 | TDG | TRANSDIGM GROUP INC | Industrials | 8 | $11K | 0.00% | SOLD |
| 32 | RMD | RESMED INC | Healthcare | 44 | $11K | 0.00% | SOLD |
| 33 | APH | AMPHENOL CORP NEW | Technology | 78 | $11K | 0.00% | SOLD |
| 34 | MAR | MARRIOTT INTL INC NEW | Consumer Cyclical | 32 | $10K | 0.00% | SOLD |
| 35 | PHM | PULTE GROUP INC | Consumer Cyclical | 81 | $9K | 0.00% | SOLD |
| 36 | IVES | WEDBUSH SER TR | — | 300 | $9K | 0.00% | SOLD |
| 37 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 228 | $9K | 0.00% | SOLD |
| 38 | TRV | TRAVELERS COMPANIES INC | Financial Services | 32 | $9K | 0.00% | SOLD |
| 39 | KVUE | KENVUE INC | Consumer Defensive | 536 | $9K | 0.00% | SOLD |
| 40 | BXP | BXP INC | Real Estate | 134 | $9K | 0.00% | SOLD |
Sector Allocation
Technology
33.3%
Industrials
17.6%
Financial Services
11.5%
Consumer Cyclical
7.2%
Utilities
7.0%
Healthcare
5.9%
Energy
5.9%
Consumer Defensive
4.7%
Communication Services
3.3%
Real Estate
2.1%