- New Purchases: IWF, VTI, ECL, PULS, DLTR, MAS, EMR, SBUX, SYY, D, ABC, POST, YUM, WSO, TSCO, LBRDA, SCHD, PGR, ORLY, MCO, MKL, JEF, INTC, CAH, KMX, BDX, ACGL, NOK, MDP, OVV, T,
- Added Positions: AVGO, NSIT, IWS, ABBV, VZ, JNJ, QCOM, SCHO, SCHZ, AMT, COST, INTU, STZ, HD, VEU, WMT, CVS, SMTC, PG, LMT, MDLZ, GOOGL, LOW, XLF, ILF, PFE, ADBE, BSX, FB, ILMN, NVCR, XLV, GOOG, NVS, MCD, ETN, DEO, CMCSA, KO, SLB, DOW, DD,
- Reduced Positions: ORCL, EFA, IWP, MSFT, CVX, AMD, DAR, LULU, IWO, UPS, DE, XOM, IWM, UNP, SKX, DIS, LHX, IWR, CME, PYPL, VWO, PNC, TGT, NVDA, AAPL, JPM, WFC, EEM, PANW, KSU, MU, KEY, SCHF, PFG, WSM, IWN, SQ, HBAN, CRM, AAXN, RTX, ULTA, EWT, V, IBM, CAT, C, PEP, INDA, AEL, GPN, DEM, VBK, VXUS, WDAY, QRVO, IVW, BAC, VOT, EW, HON, ICE, MRO, TJX, BX, NTG, BABA, SCHM, COP, FDX, ITW, DG, SCHA, ABT, ACN, GS, DGS, IJH, IVE, SPY, VEA, AXP, CMI, MS, PH, TMO, UA, EFV, IJR, AMG, DHR, NTRS, USB, VLO, XLNX, MA, EWJ, SCHE, VPL, BMY, CE, KSS, ALC, CTVA,
- Sold Out: BRK.B, SCHW, MMM, PXD, IWC, XLK, MAC, SWKS, EZA, SPGI, EXPE, AN, REGI, GIM, BLW, EQNR, BKLN, PSLV, KJ7, PM, SPR, UN, PEBO, GSK, CTSH, BTI, AEG, TEN,
For the details of Legacy Bridge, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/legacy+bridge%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Legacy Bridge, LLC- West Bancorp Inc (WTBA) - 526,579 shares, 11.14% of the total portfolio. Shares reduced by 0.66%
- Microsoft Corp (MSFT) - 10,138 shares, 2.07% of the total portfolio. Shares reduced by 28.81%
- NVIDIA Corp (NVDA) - 5,192 shares, 1.77% of the total portfolio. Shares reduced by 19.5%
- Apple Inc (AAPL) - 5,252 shares, 1.73% of the total portfolio. Shares reduced by 15.34%
- Advanced Micro Devices Inc (AMD) - 23,730 shares, 1.40% of the total portfolio. Shares reduced by 34.2%
Legacy Bridge, LLC initiated holding in iShares Russell 1000 Growth. The purchase prices were between $131.24 and $191.72, with an estimated average price of $171.91. The stock is now traded at around $161.42. The impact to a portfolio due to this purchase was 0.2%. The holding were 1,000 shares as of .
New Purchase: Vanguard Total Stock Market (VTI)Legacy Bridge, LLC initiated holding in Vanguard Total Stock Market. The purchase prices were between $111.91 and $172.17, with an estimated average price of $155.87. The stock is now traded at around $140.44. The impact to a portfolio due to this purchase was 0.1%. The holding were 600 shares as of .
New Purchase: Ecolab Inc (ECL)Legacy Bridge, LLC initiated holding in Ecolab Inc. The purchase prices were between $125.22 and $210.31, with an estimated average price of $188.41. The stock is now traded at around $178.80. The impact to a portfolio due to this purchase was 0.08%. The holding were 375 shares as of .
New Purchase: PGIM Ultra Short Bond (PULS)Legacy Bridge, LLC initiated holding in PGIM Ultra Short Bond. The purchase prices were between $47.6 and $50.14, with an estimated average price of $49.74. The stock is now traded at around $48.99. The impact to a portfolio due to this purchase was 0.06%. The holding were 900 shares as of .
New Purchase: Dollar Tree Inc (DLTR)Legacy Bridge, LLC initiated holding in Dollar Tree Inc. The purchase prices were between $65.57 and $94.05, with an estimated average price of $85.43. The stock is now traded at around $79.40. The impact to a portfolio due to this purchase was 0.03%. The holding were 285 shares as of .
New Purchase: Masco Corp (MAS)Legacy Bridge, LLC initiated holding in Masco Corp. The purchase prices were between $27.53 and $49.9, with an estimated average price of $43.85. The stock is now traded at around $40.82. The impact to a portfolio due to this purchase was 0.03%. The holding were 650 shares as of .
Added: Broadcom Inc (AVGO)Legacy Bridge, LLC added to a holding in Broadcom Inc by 2726.92%. The purchase prices were between $167.87 and $324.7, with an estimated average price of $283.21. The stock is now traded at around $262.21. The impact to a portfolio due to this purchase was 1.09%. The holding were 3,675 shares as of .
Added: Insight Enterprises Inc (NSIT)Legacy Bridge, LLC added to a holding in Insight Enterprises Inc by 30.60%. The purchase prices were between $32.6 and $72.61, with an estimated average price of $58.28. The stock is now traded at around $48.91. The impact to a portfolio due to this purchase was 0.23%. The holding were 18,225 shares as of .
Added: iShares Russell Mid-cap Value (IWS)Legacy Bridge, LLC added to a holding in iShares Russell Mid-cap Value by 22.58%. The purchase prices were between $53.85 and $95.87, with an estimated average price of $84.73. The stock is now traded at around $72.49. The impact to a portfolio due to this purchase was 0.14%. The holding were 9,230 shares as of .
Added: Schwab US Aggregate Bond (SCHZ)Legacy Bridge, LLC added to a holding in Schwab US Aggregate Bond by 42.50%. The purchase prices were between $50.33 and $56.09, with an estimated average price of $54.03. The stock is now traded at around $55.41. The impact to a portfolio due to this purchase was 0.05%. The holding were 2,565 shares as of .
Added: Johnson & Johnson (JNJ)Legacy Bridge, LLC added to a holding in Johnson & Johnson by 88.99%. The purchase prices were between $111.14 and $153.99, with an estimated average price of $142.18. The stock is now traded at around $141.51. The impact to a portfolio due to this purchase was 0.05%. The holding were 601 shares as of .
Added: Intuit Inc (INTU)Legacy Bridge, LLC added to a holding in Intuit Inc by 24.75%. The purchase prices were between $194.72 and $305.61, with an estimated average price of $271.34. The stock is now traded at around $253.32. The impact to a portfolio due to this purchase was 0.04%. The holding were 630 shares as of .
Sold Out: Berkshire Hathaway Inc (BRK.B)Legacy Bridge, LLC sold out a holding in Berkshire Hathaway Inc. The sale prices were between $162.13 and $230.2, with an estimated average price of $213.25.
Sold Out: Charles Schwab Corp (SCHW)Legacy Bridge, LLC sold out a holding in Charles Schwab Corp. The sale prices were between $28.43 and $49, with an estimated average price of $42.23.
Sold Out: 3M Co (MMM)Legacy Bridge, LLC sold out a holding in 3M Co. The sale prices were between $117.87 and $181.37, with an estimated average price of $158.06.
Sold Out: Pioneer Natural Resources Co (PXD)Legacy Bridge, LLC sold out a holding in Pioneer Natural Resources Co. The sale prices were between $56.77 and $158.11, with an estimated average price of $120.14.
Sold Out: iShares Microcap (IWC)Legacy Bridge, LLC sold out a holding in iShares Microcap. The sale prices were between $56.81 and $100.67, with an estimated average price of $87.96.
Sold Out: SPDR Select Sector Fund - Technology (XLK)Legacy Bridge, LLC sold out a holding in SPDR Select Sector Fund - Technology. The sale prices were between $70.4 and $102.79, with an estimated average price of $91.85.
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