Legacy Bridge, LLC
- SEC CIK
- 0001689144
- Latest filing
- Aug 13, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 6, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 286
- −31 vs. Q1 2024
- Portfolio value
- $169.6M
- −$1.29M (−0.8%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 5 | $486 | <0.1% | 00.0% | Unchanged | – |
| iShares Inc464286608 | MSCI EURZONE ETF | 15 | $733 | <0.1% | 00.0% | Unchanged | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 11 | $1.76K | <0.1% | −235−95.5% | Reduced | – |
| EQTEQT Corp | Stock | 50 | $1.85K | <0.1% | +50 | New | History |
| XYZBlock, Inc. | CL A | 30 | $1.94K | <0.1% | +30 | New | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 12 | $2.09K | <0.1% | +12 | New | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 26 | $2.45K | <0.1% | 00.0% | Unchanged | – |
| Fidelity MSCI Materials Index ETF316092881 | ETF | 50 | $2.47K | <0.1% | 00.0% | Unchanged | – |
| Exchange Traded Concepts Tru301505731 | ROBO GLB ARTIF | 60 | $2.70K | <0.1% | +60 | New | – |
| iShares Tips Bond ETF464287176 | ETF | 28 | $2.99K | <0.1% | 00.0% | Unchanged | – |
| AMGNAmgen Inc | Stock | 10 | $3.13K | <0.1% | 00.0% | Unchanged | History |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 37 | $3.17K | <0.1% | +37 | New | – |
| HALHalliburton Co | Stock | 100 | $3.38K | <0.1% | 00.0% | Unchanged | History |
| CCICrown Castle Inc. | REIT | 35 | $3.42K | <0.1% | −4,605−99.2% | Reduced | History |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 50 | $3.75K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 50 | $3.83K | <0.1% | 00.0% | Unchanged | – |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 182 | $4.32K | <0.1% | 00.0% | Unchanged | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 13 | $4.98K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr46434VBG4 | IBONDS DEC24 ETF | 200 | $5.03K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 81 | $5.41K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr464288521 | CRE U S REIT ETF | 105 | $5.62K | <0.1% | +50+90.9% | Added | – |
| BACBank of America Corp | Stock | 145 | $5.77K | <0.1% | 00.0% | Unchanged | History |
| POSTPost Holdings, Inc. | COM | 58 | $6.04K | <0.1% | 00.0% | Unchanged | History |
| CLColgate Palmolive Co | Stock | 64 | $6.21K | <0.1% | 00.0% | Unchanged | History |
| PATHUiPath, Inc. | Stock | 500 | $6.34K | <0.1% | 00.0% | Unchanged | History |
| SHOPShopify Inc. | Stock | 98 | $6.47K | <0.1% | 00.0% | Unchanged | History |
| TTETotalEnergies SE | SPONSORED ADS | 99 | $6.60K | <0.1% | 00.0% | Unchanged | History |
| NXTNextpower Inc. | Stock | 153 | $7.17K | <0.1% | +57+59.4% | Added | History |
| BABAAlibaba Group Holding Ltd | ADR | 100 | $7.20K | <0.1% | 00.0% | Unchanged | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 100 | $7.78K | <0.1% | −39−28.1% | Reduced | – |
| EAElectronic Arts Inc. | COM | 60 | $8.36K | <0.1% | 00.0% | Unchanged | History |
| SNPSSynopsys Inc | COM | 15 | $8.93K | <0.1% | 00.0% | Unchanged | History |
| VEEVVeeva Systems Inc | Stock | 50 | $9.15K | <0.1% | 00.0% | Unchanged | History |
| ADSKAutodesk, Inc. | COM | 38 | $9.40K | <0.1% | 00.0% | Unchanged | History |
| NEMNEWMONT Corp | Stock | 225 | $9.42K | <0.1% | 00.0% | Unchanged | History |
| XPOXPO, Inc. | COM | 90 | $9.55K | <0.1% | 00.0% | Unchanged | History |
| SNOWSnowflake Inc. | Stock | 71 | $9.59K | <0.1% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 25 | $10.5K | <0.1% | 00.0% | Unchanged | History |
| LRCXLam Research Corp | COM | 10 | $10.6K | <0.1% | −30−75.0% | Reduced | History |
| MKLMarkel Group Inc. | COM | 7 | $11.0K | <0.1% | 00.0% | Unchanged | History |
| NVONovo Nordisk A S | ADR | 80 | $11.4K | <0.1% | 00.0% | Unchanged | History |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 440 | $11.7K | <0.1% | 00.0% | Unchanged | – |
| CFLTConfluent, Inc. | CLASS A COM | 400 | $11.8K | <0.1% | 00.0% | Unchanged | History |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 496 | $11.8K | <0.1% | +71+16.7% | Added | – |
| DDOGDatadog, Inc. | CL A COM | 92 | $11.9K | <0.1% | 00.0% | Unchanged | History |
| DDominion Energy, Inc | Stock | 245 | $12.0K | <0.1% | 00.0% | Unchanged | History |
| MRVLMarvell Technology, Inc. | COM | 180 | $12.6K | <0.1% | 00.0% | Unchanged | History |
| CRMSalesforce, Inc. | Stock | 50 | $12.9K | <0.1% | −4,873−99.0% | Reduced | History |
| TERTeradyne, Inc | Stock | 90 | $13.3K | <0.1% | 00.0% | Unchanged | History |
| AVAVAeroVironment Inc | COM | 75 | $13.7K | <0.1% | 00.0% | Unchanged | History |
| KSSKOHLS Corp | Stock | 600 | $13.8K | <0.1% | 00.0% | Unchanged | History |
| PEverpure, Inc. | CL A | 225 | $14.4K | <0.1% | 00.0% | Unchanged | History |
| TTDTrade Desk, Inc. | Stock | 150 | $14.7K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464288372 | GLB INFRASTR ETF | 317 | $15.2K | <0.1% | 00.0% | Unchanged | – |
| COFCapital One Financial Corp | Stock | 110 | $15.2K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 140 | $16.4K | <0.1% | 00.0% | Unchanged | – |
| CDNSCadence Design Systems Inc | Stock | 54 | $16.6K | <0.1% | +24+80.0% | Added | History |
| PSAPublic Storage | COM | 59 | $17.0K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Real Estate ETF922908553 | ETF | 204 | $17.1K | <0.1% | 00.0% | Unchanged | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 136 | $17.5K | <0.1% | 00.0% | Unchanged | – |
| Invesco Exch Traded FD Tr II46138E545 | MSCI GBL TIMBR | 539 | $17.6K | <0.1% | 00.0% | Unchanged | – |
| WSOWatsco Inc | COM | 40 | $18.5K | <0.1% | 00.0% | Unchanged | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 132 | $19.2K | <0.1% | 00.0% | Unchanged | – |
| DFSDiscover Financial Services | COM | 150 | $19.6K | <0.1% | 00.0% | Unchanged | History |
| NOWServiceNow, Inc. | Stock | 25 | $19.7K | <0.1% | 00.0% | Unchanged | History |
| AMATApplied Materials Inc | Stock | 85 | $20.1K | <0.1% | 00.0% | Unchanged | History |
| SYYSysco Corp | Stock | 295 | $21.1K | <0.1% | −30−9.2% | Reduced | History |
| JEFJefferies Financial Group Inc. | COM | 431 | $21.4K | <0.1% | 00.0% | Unchanged | History |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 255 | $22.5K | <0.1% | 00.0% | Unchanged | – |
| PSXPhillips 66 | Stock | 161 | $22.7K | <0.1% | 00.0% | Unchanged | History |
| SBUXStarbucks Corp | Stock | 295 | $23.0K | <0.1% | 00.0% | Unchanged | History |
| PGRProgressive Corp | Stock | 111 | $23.1K | <0.1% | 00.0% | Unchanged | History |
| OTISOtis Worldwide Corp | Stock | 250 | $24.1K | <0.1% | −375−60.0% | Reduced | History |
| MELIMercadolibre Inc | COM | 15 | $24.7K | <0.1% | +2+15.4% | Added | History |
| CORCencora, Inc. | Stock | 110 | $24.8K | <0.1% | 00.0% | Unchanged | History |
| IAUiShares Gold Trust | ETF | 579 | $25.4K | <0.1% | 00.0% | Unchanged | History |
| Invesco Exch Traded FD Tr II46138E263 | S&P GBL WATER | 500 | $27.6K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr464288877 | EAFE VALUE ETF | 525 | $27.8K | <0.1% | 00.0% | Unchanged | – |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 883 | $29.7K | <0.1% | 00.0% | Unchanged | – |
| FDXFedEx Corp | Stock | 100 | $30.0K | <0.1% | 00.0% | Unchanged | History |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 250 | $30.5K | <0.1% | 00.0% | Unchanged | – |
| DKNGDraftKings Inc. | Stock | 800 | $30.5K | <0.1% | 00.0% | Unchanged | History |
| CIIBlackRock Enhanced Large Cap Core Fund, Inc. | COM | 1,554 | $31.1K | <0.1% | 00.0% | Unchanged | History |
| VMCVulcan Materials CO | COM | 125 | $31.1K | <0.1% | 00.0% | Unchanged | History |
| NVSNovartis AG | ADR | 292 | $31.1K | <0.1% | 00.0% | Unchanged | History |
| CMGChipotle Mexican Grill Inc | COM | 500 | $31.3K | <0.1% | 00.0% | UnchangedConverted for a 50-for-1 split | History |
| ACGLArch Capital Group Ltd. | Stock | 313 | $31.6K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464287390 | LATN AMER 40 ETF | 1,298 | $32.1K | <0.1% | 00.0% | Unchanged | – |
| iShares Inc46434G822 | MSCI JAPAN ETF | 500 | $34.1K | <0.1% | 00.0% | Unchanged | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 765 | $34.9K | <0.1% | 00.0% | Unchanged | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 75 | $35.9K | <0.1% | +3+4.2% | Added | – |
| AZOAutoZone Inc | COM | 13 | $38.5K | <0.1% | 00.0% | Unchanged | History |
| KHCKraft Heinz Co | Stock | 1,200 | $38.7K | <0.1% | 00.0% | Unchanged | History |
| TXNTexas Instruments Inc | Stock | 200 | $38.9K | <0.1% | 00.0% | Unchanged | History |
| CMCSAComcast Corp | Stock | 1,055 | $41.3K | <0.1% | 00.0% | Unchanged | History |
| iShares Select Dividend ETF464287168 | ETF | 350 | $42.3K | <0.1% | 00.0% | Unchanged | – |
| MASMasco Corp | COM | 650 | $43.3K | <0.1% | 00.0% | Unchanged | History |
| SUSuncor Energy Inc | Stock | 1,199 | $45.7K | <0.1% | 00.0% | Unchanged | History |
| Invesco Exchange Traded FD T46137V142 | WATER RES ETF | 710 | $46.1K | <0.1% | 00.0% | Unchanged | – |
| iShares Ibonds Dec 2028 Term Corporate ETF46435U515 | ETF | 1,900 | $47.1K | <0.1% | 00.0% | Unchanged | – |
Sold out since Q1 2024 (40)
Positions held at the end of Q1 2024 that are gone from this filing.
| Security | Class | Shares in Q1 2024 | Value in Q1 2024 | % of portfolio in Q1 2024 | History |
|---|---|---|---|---|---|
| LULUlululemon athletica inc. | Stock | 2,753 | $1.08M | 0.6% | History |
| AMTAmerican Tower Corp | REIT | 5,442 | $1.08M | 0.6% | History |
| RHIRobert Half Inc. | COM | 13,011 | $1.03M | 0.6% | History |
| PXDPioneer Natural Resources Co | COM | 3,910 | $1.03M | 0.6% | History |
| EWEdwards Lifesciences Corp | Stock | 3,741 | $357.5K | 0.2% | History |
| CSCOCisco Systems, Inc. | Stock | 6,250 | $311.9K | 0.2% | History |
| PFEPfizer Inc | Stock | 10,813 | $300.1K | 0.2% | History |
| Global X Lithium & Battery Tech ETF37954Y855 | ETF | 6,380 | $289.0K | 0.2% | – |
| IBMInternational Business Machines Corp | Stock | 1,448 | $276.5K | 0.2% | History |
| MDTMedtronic plc | Stock | 2,365 | $206.1K | 0.1% | History |
| AELAmerican National Group Inc. | COM | 3,000 | $168.7K | 0.1% | History |
| USBUS Bancorp DE | COM NEW | 3,321 | $148.4K | 0.1% | History |
| GPNGlobal Payments Inc | Stock | 625 | $83.5K | <0.1% | History |
| DDDuPont de Nemours, Inc. | COM | 1,081 | $82.9K | <0.1% | History |
| IFFInternational Flavors & Fragrances Inc | COM | 505 | $43.4K | <0.1% | History |
| APDAir Products & Chemicals, Inc. | Stock | 128 | $31.0K | <0.1% | History |
| iShares Tr464287622 | RUS 1000 ETF | 86 | $24.8K | <0.1% | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 200 | $18.9K | <0.1% | – |
| BKNGBooking Holdings Inc. | Stock | 5 | $18.1K | <0.1% | History |
| iShares Tr464288711 | GLOB UTILITS ETF | 233 | $13.8K | <0.1% | – |
| FNVFranco Nevada Corp | Stock | 100 | $11.9K | <0.1% | History |
| BABoeing Co | Stock | 60 | $11.6K | <0.1% | History |
| Legg Mason ETF Invt Tr524682101 | CLRBRG GWT ETF | 200 | $10.4K | <0.1% | – |
| KMXCarMax Inc | COM | 97 | $8.45K | <0.1% | History |
| TELTE Connectivity plc | REG SHS | 50 | $7.26K | <0.1% | History |
| TDToronto Dominion Bank | Stock | 110 | $6.64K | <0.1% | History |
| LVSLas Vegas Sands Corp | COM | 125 | $6.46K | <0.1% | History |
| NVCRNovoCure Ltd | ORD SHS | 400 | $6.25K | <0.1% | History |
| BDXBecton Dickinson & Co | Stock | 23 | $5.69K | <0.1% | History |
| CTSHCognizant Technology Solutions Corp | CL A | 70 | $5.13K | <0.1% | History |
| ULUnilever PLC | SPON ADR NEW | 90 | $4.52K | <0.1% | History |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 50 | $3.80K | <0.1% | – |
| LBRDALiberty Broadband Corp | COM SER A | 41 | $2.34K | <0.1% | History |
| PBRPetrobras - Petroleo Brasileiro SA | SPONSORED ADR | 100 | $1.52K | <0.1% | History |
| TAT&T Inc. | Stock | 83 | $1.46K | <0.1% | History |
| VTSVitesse Energy, Inc. | COMMON STOCK | 50 | $1.19K | <0.1% | History |
| HAINHain Celestial Group Inc | COM | 98 | $771 | <0.1% | History |
| WBDWarner Bros. Discovery, Inc. | Stock | 20 | $175 | <0.1% | History |
| EMBCEmbecta Corp. | Stock | 4 | $54 | <0.1% | History |
| NOKNokia Corp | SPONSORED ADR | 15 | $54 | <0.1% | History |