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New Legacy Group, LLC13F | |
| New Legacy Group, LLC | |
| Last update 2023-11-17 | 28 Stocks (2 new) |
| Value $37.00 Mil | Turnover 1 % |
New Legacy Group, LLC Top Holdings of 2023-09-30
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | S&P 500 ETF TRUST ETF | 18,387 | 7,860.2 | 0% | 21.490 | 0% | 0.000 | +19.57% | +7.72% | 643,289.7 | ||
META | Meta Platforms Inc | 24,250 | 7,280.1 | -20.62% | 19.900 | -4.57% | 0.000 | +40.55% | +20.48% | 1,770,790.4 | Interactive Media | |
UBER | Uber Technologies Inc | 75,684 | 3,480.7 | 0% | 9.520 | 0% | 0.000 | +20.40% | +50.18% | 189,438.9 | Software | |
HYG |
iShares iBoxx USD High Yield Corporate Bond ETF
iShares iBoxx USD High Yield Corporate Bond ETF
| 36,600 | 2,698.2 | 0% | 7.380 | 0% | 0.020 | +4.70% | +5.00% | 17,310.3 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 51,332 | 2,012.8 | 0% | 5.500 | 0% | 0.000 | +16.94% | +15.09% | 86,951.2 | ||
IWD | iShares Russell 1000 Value ETF | 10,635 | 1,614.6 | 0% | 4.410 | 0% | 0.000 | +11.59% | +6.73% | 62,643.2 | ||
GLD | SPDR Gold Shares ETF | 7,000 | 1,200.2 | 0% | 3.280 | 0% | 0.000 | +0.74% | +27.37% | 101,985.4 | ||
MLPX |
Global X MLP & Energy Infrastructure ETF
Global X MLP & Energy Infrastructure ETF
| 26,200 | 1,110.5 | 0% | 3.040 | 0% | 0.110 | +3.49% | +4.67% | 2,623.0 | ||
AAPL | Apple Inc | 5,700 | 975.9 | 0% | 2.670 | 0% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
GVI |
iShares Intermediate Government/Credit Bond ETF
iShares Intermediate Government/Credit Bond ETF
| 8,800 | 891.7 | 0% | 2.440 | 0% | 0.030 | +1.31% | +3.65% | 3,445.7 |
New Legacy Group, LLC's Historical Top Holdings Breakdowns
New Legacy Group, 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
META | Meta Platforms Inc | 2023-09-30 | Reduce Reduce | -4.57% | 283.25 ($301.3) 325.48 | $704.28 | 133.75% | Reduce -20.62% | 24,250 | -6,300 | |
GRBK | Green Brick Partners Inc | 2023-09-30 | New Buy New Buy | +0.61% | 41.51 ($49.98) 58.51 | $63.55 | 27.15% | New holding | 5,354 | 5,354 | |
IWO | iShares Russell 2000 Growth ETF | 2023-09-30 | Sold Out Sold Out | -0.53% | 221.24 ($239.32) 254.04 | $292.76 | 22.33% | Sold Out | 0 | -862 | |
JOBY | Joby Aviation Inc | 2023-09-30 | New Buy New Buy | +0.20% | 6.21 ($7.88) 10.69 | $17.78 | 125.63% | New holding | 11,246 | 11,246 |
New Legacy Group, LLC Total Holding History ($B)
New Legacy Group, LLC's Asset Allocation
New Legacy Group, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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New Legacy Group, LLC's Hypothetical Growth since 2023-09-30
New Legacy Group, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
New Legacy Group, LLC's Holdings Heat Map
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New Legacy Group, LLC's Holdings Bubble Chart
New Legacy Group, LLC News
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