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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 | +16.86% | +7.34% | 643,153.0 | ||
META | Meta Platforms Inc | 24,250 | 7,280.1 | -20.62% | 19.900 | -4.57% | 0.000 | +35.35% | +23.00% | 1,807,826.4 | Interactive Media | |
UBER | Uber Technologies Inc | 75,684 | 3,480.7 | 0% | 9.520 | 0% | 0.000 | +34.04% | +55.22% | 195,796.1 | 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 | +4.72% | +5.15% | 17,777.6 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 51,332 | 2,012.8 | 0% | 5.500 | 0% | 0.000 | +12.40% | +14.02% | 83,003.4 | ||
IWD | iShares Russell 1000 Value ETF | 10,635 | 1,614.6 | 0% | 4.410 | 0% | 0.000 | +9.31% | +7.56% | 64,621.3 | ||
GLD | SPDR Gold Shares ETF | 7,000 | 1,200.2 | 0% | 3.280 | 0% | 0.000 | +7.23% | +26.85% | 102,309.8 | ||
MLPX |
Global X MLP & Energy Infrastructure ETF
Global X MLP & Energy Infrastructure ETF
| 26,200 | 1,110.5 | 0% | 3.040 | 0% | 0.110 | +0.26% | +4.48% | 2,629.4 | ||
AAPL | Apple Inc | 5,700 | 975.9 | 0% | 2.670 | 0% | 0.000 | +5.24% | -14.52% | 3,189,545.6 | Hardware | |
GVI |
iShares Intermediate Government/Credit Bond ETF
iShares Intermediate Government/Credit Bond ETF
| 8,800 | 891.7 | 0% | 2.440 | 0% | 0.030 | +0.63% | +3.58% | 3,384.8 |
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 | $719.01 | 138.64% | 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 | $64.85 | 29.75% | 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 | $292.05 | 22.03% | Sold Out | 0 | -862 | |
JOBY | Joby Aviation Inc | 2023-09-30 | New Buy New Buy | +0.20% | 6.21 ($7.88) 10.69 | $10.55 | 33.88% | New holding | 11,246 | 11,246 |
New Legacy Group, LLC Total Holding History ($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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