LB
| |
Legacy Bridge, LLC13F | |
| Legacy Bridge, LLC | |
| Last update 2025-05-08 | 319 Stocks (39 new) |
| Value $179.00 Mil | Turnover 5 % |
Legacy Bridge, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 58,052 | 6,291.7 | +6.75% | 3.510 | +0.22% | 0.000 | +66.29% | +27.19% | 4,164,907.0 | Semiconductors | |
WTBA | West Bancorp Inc | 262,501 | 5,234.3 | -1.32% | 2.920 | -0.04% | 1.550 | -0.22% | -8.36% | 327.8 | Banks | |
PLTR | Palantir Technologies Inc | 58,582 | 4,944.3 | +2.81% | 2.760 | +0.08% | 0.000 | +53.36% | +104.44% | 364,887.3 | Software | |
AVGO | Broadcom Inc | 28,750 | 4,813.6 | +2.68% | 2.690 | +0.07% | 0.000 | +60.74% | +23.02% | 1,334,327.7 | Semiconductors | |
BRK.B | Berkshire Hathaway Inc | 7,256 | 3,864.4 | +4.01% | 2.160 | +0.08% | 0.000 | -8.39% | +6.48% | 1,039,832.6 | Insurance | |
GEV | GE Vernova Inc | 11,170 | 3,410.0 | +1.71% | 1.900 | +0.03% | 0.000 | +87.24% | +91.46% | 171,684.1 | Industrial Products | |
WMT | Walmart Inc | 36,222 | 3,179.9 | +5.88% | 1.770 | +0.10% | 0.000 | +1.00% | +6.45% | 763,566.4 | Retail - Defensive | |
AMZN | Amazon.com Inc | 16,580 | 3,154.5 | -1.70% | 1.760 | -0.03% | 0.000 | +26.41% | +4.06% | 2,423,607.1 | Retail - Cyclical | |
MSFT | Microsoft Corp | 7,930 | 2,976.8 | -0.26% | 1.660 | 0% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
ANET | Arista Networks Inc | 38,294 | 2,967.0 | +3.71% | 1.660 | +0.06% | 0.000 | +59.75% | +2.27% | 141,969.4 | Hardware |
Legacy Bridge, LLC's Historical Top Holdings Breakdowns
Legacy Bridge, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AMD | Advanced Micro Devices Inc | 2025-03-31 | Reduce Reduce | -0.82% | 96.63 ($111.19) 129.55 | $158.65 | 42.68% | Reduce -99.98% | 2 | -12,966 | |
UNH | UnitedHealth Group Inc | 2025-03-31 | Sold Out Sold Out | -0.78% | 461.52 ($511.2) 548.18 | $292.51 | -42.78% | Sold Out | 0 | -2,968 | |
WM | Waste Management Inc | 2025-03-31 | Sold Out Sold Out | -0.70% | 200.54 ($221.47) 233.78 | $228.12 | 3.00% | Sold Out | 0 | -6,669 | |
MNST | Monster Beverage Corp | 2025-03-31 | Sold Out Sold Out | -0.67% | 46.16 ($52.12) 58.58 | $59.19 | 13.56% | Sold Out | 0 | -24,344 | |
VRTX | Vertex Pharmaceuticals Inc | 2025-03-31 | Add Add | +0.57% | 402.49 ($466) 513.76 | $476.95 | 2.35% | Add 1005.21% | 2,332 | 2,121 | |
VST | Vistra Corp | 2025-03-31 | Add Add | +0.51% | 108.49 ($149.41) 191.89 | $200.12 | 33.94% | Add 7775% | 7,875 | 7,775 | |
SNOW | Snowflake Inc | 2025-03-31 | Add Add | +0.38% | 146.16 ($169.7) 192.78 | $212.56 | 25.26% | Add 4376.42% | 4,745 | 4,639 | |
PEP | PepsiCo Inc | 2025-03-31 | Sold Out Sold Out | -0.37% | 142.64 ($148.84) 156.42 | $145.67 | -2.13% | Sold Out | 0 | -4,611 | |
AXON | Axon Enterprise Inc | 2025-03-31 | Add Add | +0.32% | 496.65 ($585.29) 710.01 | $705.22 | 20.49% | Add 46.84% | 3,414 | 1,089 | |
TEM | Tempus AI Inc | 2025-03-31 | New Buy New Buy | +0.32% | 31.83 ($53.98) 89.44 | $64.87 | 20.18% | New holding | 12,060 | 12,060 |
Legacy Bridge, LLC Total Holding History ($B)
Legacy Bridge, LLC's Asset Allocation
Legacy Bridge, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Legacy Bridge, LLC's Hypothetical Growth since 2025-03-31
Legacy Bridge, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Legacy Bridge, LLC's Holdings Heat Map
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Legacy Bridge, LLC's Holdings Bubble Chart
Legacy Bridge, LLC News
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