Portfolio (Quarterly)
Guide ↗
Legacy Bridge, LLC
· CIK 0001689144| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 281 | SCHD | SCHWAB STRATEGIC TR | — | 300.0 | $9K | 0.00% | — | — | $30.68 | +6.5% |
| 282 | — | CRITICAL METALS CORP | — | 1,125.0 | $9K | 0.00% | — | — | $7.94 | — |
| 283 | BAC | BANK AMERICA CORP | Financial Services | 145.0 | $7K | 0.00% | -366.0 | -71.6% | $48.75 | +6.6% |
| 284 | VGK | VANGUARD INTL EQUITY INDEX F | — | 81.0 | $7K | 0.00% | — | — | $82.43 | +8.4% |
| 285 | SLB | SLB LIMITED | Energy | 125.0 | $6K | 0.00% | — | — | $51.39 | +13.6% |
| 286 | POST | POST HLDGS INC | Consumer Defensive | 58.0 | $6K | 0.00% | — | — | $98.86 | -3.2% |
| 287 | CL | COLGATE PALMOLIVE CO | Consumer Defensive | 64.0 | $5K | 0.00% | — | — | $85.23 | +5.7% |
| 288 | IWD | ISHARES TR | — | 25.0 | $5K | 0.00% | — | — | $213.68 | +11.5% |
| 289 | RSP | INVESCO EXCHANGE TRADED FD T | — | 25.0 | $5K | 0.00% | NEW | — | $191.92 | +8.2% |
| 290 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 16.0 | $4K | 0.00% | -48.0 | -75.0% | $270.62 | +40.2% |
| 291 | XLC | SELECT SECTOR SPDR TR | — | 37.0 | $4K | 0.00% | — | — | $110.86 | +4.0% |
| 292 | BSV | VANGUARD BD INDEX FDS | — | 50.0 | $4K | 0.00% | — | — | $78.42 | -0.6% |
| 293 | RKT | ROCKET COS INC | Financial Services | 275.0 | $4K | 0.00% | — | — | $14.25 | -1.4% |
| 294 | BIV | VANGUARD BD INDEX FDS | — | 50.0 | $4K | 0.00% | — | — | $77.18 | -0.8% |
| 295 | ARM | ARM HOLDINGS PLC | Technology | 25.0 | $4K | 0.00% | NEW | — | $151.28 | +110.9% |
| 296 | AMGN | AMGEN INC | Healthcare | 10.0 | $4K | 0.00% | -26.0 | -72.2% | $351.90 | -4.7% |
| 297 | SCCO | SOUTHERN COPPER CORP | Basic Materials | 20.0 | $3K | 0.00% | — | — | $172.10 | +9.8% |
| 298 | ETHE | GRAYSCALE ETHEREUM STAKING E | Financial Services | 200.0 | $3K | 0.00% | — | — | $17.07 | -1.9% |
| 299 | BKR | BAKER HUGHES COMPANY | Energy | 55.0 | $3K | 0.00% | -244.0 | -81.6% | $61.05 | +9.9% |
| 300 | TIP | ISHARES TR | — | 28.0 | $3K | 0.00% | — | — | $110.39 | +0.4% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
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%