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
View Full List
| 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 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
WTBA | West Bancorp Inc | 262,501 | 5,234.3 | -1.32% | 2.920 | -0.04% | 1.550 | +4.36% | -7.18% | 332.0 | Banks | |
PLTR | Palantir Technologies Inc | 58,582 | 4,944.3 | +2.81% | 2.760 | +0.08% | 0.000 | +63.70% | +102.99% | 362,293.8 | Software | |
AVGO | Broadcom Inc | 28,750 | 4,813.6 | +2.68% | 2.690 | +0.07% | 0.000 | +66.10% | +22.87% | 1,332,681.5 | Semiconductors | |
BRK.B | Berkshire Hathaway Inc | 7,256 | 3,864.4 | +4.01% | 2.160 | +0.08% | 0.000 | -8.57% | +4.53% | 1,022,296.6 | Insurance | |
GEV | GE Vernova Inc | 11,170 | 3,410.0 | +1.71% | 1.900 | +0.03% | 0.000 | +77.59% | +74.82% | 156,828.3 | Industrial Products | |
WMT | Walmart Inc | 36,222 | 3,179.9 | +5.88% | 1.770 | +0.10% | 0.000 | +2.21% | +5.75% | 758,538.7 | Retail - Defensive | |
AMZN | Amazon.com Inc | 16,580 | 3,154.5 | -1.70% | 1.760 | -0.03% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
MSFT | Microsoft Corp | 7,930 | 2,976.8 | -0.26% | 1.660 | 0% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
ANET | Arista Networks Inc | 38,294 | 2,967.0 | +3.71% | 1.660 | +0.06% | 0.000 | +56.99% | +1.13% | 140,386.9 | Hardware |
Legacy Bridge, LLC's Historical Top Holdings Breakdowns
Legacy Bridge, LLC's Top Stock Picks
View Full List
| 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 | $156.99 | 41.19% | 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 | $282.65 | -44.71% | Sold Out | 0 | -2,968 | |
WM | Waste Management Inc | 2025-03-31 | Sold Out Sold Out | -0.70% | 200.54 ($221.47) 233.78 | $227.32 | 2.64% | Sold Out | 0 | -6,669 | |
MNST | Monster Beverage Corp | 2025-03-31 | Sold Out Sold Out | -0.67% | 46.16 ($52.12) 58.58 | $59.00 | 13.20% | Sold Out | 0 | -24,344 | |
VRTX | Vertex Pharmaceuticals Inc | 2025-03-31 | Add Add | +0.57% | 402.49 ($466) 513.76 | $459.81 | -1.33% | Add 1005.21% | 2,332 | 2,121 | |
VST | Vistra Corp | 2025-03-31 | Add Add | +0.51% | 108.49 ($149.41) 191.89 | $193.01 | 29.18% | Add 7775% | 7,875 | 7,775 | |
SNOW | Snowflake Inc | 2025-03-31 | Add Add | +0.38% | 146.16 ($169.7) 192.78 | $216.89 | 27.81% | 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 | $143.24 | -3.76% | Sold Out | 0 | -4,611 | |
AXON | Axon Enterprise Inc | 2025-03-31 | Add Add | +0.32% | 496.65 ($585.29) 710.01 | $756.09 | 29.18% | 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 | $60.98 | 12.97% | New holding | 12,060 | 12,060 |
Legacy Bridge, LLC Total Holding History ($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
- 1
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
Size field:
Legacy Bridge, LLC's Holdings Bubble Chart
Legacy Bridge, LLC News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers