Top 50 Legacy Capital Group California, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 11.24% | 116.4K | $29.5M | -8.16%(-10.34K) | $155.94(+91.65%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 3.24% | 92.8K | $8.5M | +7.85%(+6.76K) | $91.67(-0.20%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 1.85% | 63.6K | $4.9M | -10.76%(-7.67K) | $50.20(+74.04%) | 2026-03-31 | |
| SPTM | SPDR SERIES TRUST | 1.85% | 61.5K | $4.9M | -10.88%(-7.50K) | $61.27(+46.72%) | 2026-03-31 | |
| VFLO | VICTORY PORTFOLIOS II | 1.62% | 108.1K | $4.3M | +2.15%(+2.28K) | $33.07(+29.26%) | 2026-03-31 | |
| LDUR | PIMCO ETF TR | 1.59% | 43.5K | $4.2M | -4.77%(-2.18K) | $95.76(-0.32%) | 2026-03-31 | |
| PYLD | PIMCO ETF TR | 1.45% | 145.9K | $3.8M | -10.67%(-17.42K) | $25.83(+1.98%) | 2026-03-31 | |
| TMSL | T ROWE PRICE ETF INC | 1.23% | 87.8K | $3.2M | +151.04%(+52.83K) | $34.70(+17.88%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 1.11% | 10.2K | $2.9M | -26.77%(-3.72K) | $132.03(+204.95%) | 2026-03-31 | |
| FLRN | SPDR SERIES TRUST | 1.05% | 89.5K | $2.8M | -9.58%(-9.49K) | $30.78(-0.01%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.67% | +28.31% |
| Top 20 Holdings Unweighted | +8.70% | +28.43% |
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