LB
Legacy Bridge Portfolio holdings
AUM
$240M
1-Year Est. Return
49.73%
1 Year Est. Return
+49.73%
AUM
$240M
AUM Growth
+$29.6M
(+14%)
Holding
317
Top Buys
| 1 | +$1.9M | |
| 2 | +$1.08M | |
| 3 | +$980K | |
| 4 |
On Holding
ONON
|
+$905K |
| 5 |
IonQ
IONQ
|
+$693K |
Top Sells
| 1 | +$1.04M | |
| 2 | +$800K | |
| 3 | +$773K | |
| 4 |
SKX
Skechers
SKX
|
+$427K |
| 5 |
West Bancorporation
WTBA
|
+$104K |
Sector Composition
| 1 | Technology | 29.04% |
| 2 | Industrials | 16.01% |
| 3 | Financials | 10.27% |
| 4 | Consumer Discretionary | 6.69% |
| 5 | Healthcare | 5.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
301
GE Aerospace
GE
$316B
| $1.2K | ﹤0.01% |
4
+2
|
|
||
302
Uber
UBER
$177B
| $1.18K | ﹤0.01% |
12
+9
|
|
||
303
AbbVie
ABBV
$395B
| $927 | ﹤0.01% |
4
|
|
||
304
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$31.8B
| $863 | ﹤0.01% |
15
|
|
||
|
ETH
305
Grayscale Ethereum Mini Trust ETF
ETH
$2.28B
| $784 | ﹤0.01% |
20
|
|
||
306
Linde
LIN
$194B
| $475 | ﹤0.01% |
1
|
|
||
307
iShares Expanded Tech-Software Sector ETF
IGV
$8.34B
| $461 | ﹤0.01% |
4
|
|
||
308
Walt Disney
DIS
$199B
| $458 | ﹤0.01% |
4
|
|
||
309
Honeywell
HON
$123B
| $421 | ﹤0.01% |
2
|
|
||
310
Coca-Cola
KO
$303B
| $398 | ﹤0.01% |
6
|
|
||
311
Charles Schwab
SCHW
$172B
| $191 | ﹤0.01% |
2
|
|
||
312
AT&T
T
$174B
| $170 | ﹤0.01% |
6
|
|
||
313
First Solar
FSLR
$27.3B
| – | – |
-4,669
|
|
||
314
Halliburton
HAL
$24.1B
| – | – |
-100
|
|
||
315
Newmont
NEM
$107B
| – | – |
-225
|
|
||
|
SKX
316
DELISTED
Skechers
SKX
| – | – |
-6,768
|
|
||
317
Vertex Pharmaceuticals
VRTX
$115B
| – | – |
-2,332
|
|