StockDriftsStockDriftsTop 28 New Legacy Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR | 21.49% | 18.4K | $7.9M | +0.00%(+0) | — | 2023-09-30 | |
| META | META PLATFORMS INC | 19.9% | 24.3K | $7.3M | -20.62%(-6.30K) | — | 2023-09-30 | |
| UBER | UBER TECHNOLOGIES INC | 9.52% | 75.7K | $3.5M | +0.00%(+0) | — | 2023-09-30 | |
| HYG | ISHARES TR | 7.38% | 36.6K | $2.7M | +0.00%(+0) | — | 2023-09-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 5.5% | 51.3K | $2.0M | +0.00%(+0) | — | 2023-09-30 | |
| IWD | ISHARES TR | 4.41% | 10.6K | $1.6M | +0.00%(+0) | — | 2023-09-30 | |
| GLD | SPDR GOLD TR | 3.28% | 7.0K | $1.2M | +0.00%(+0) | — | 2023-09-30 | |
| MLPX | GLOBAL X FDS | 3.04% | 26.2K | $1.1M | +0.00%(+0) | — | 2023-09-30 | |
| AAPL | APPLE INC | 2.67% | 5.7K | $976K | +0.00%(+0) | — | 2023-09-30 | |
| GVI | ISHARES TR | 2.44% | 8.8K | $892K | +0.00%(+0) | — | 2023-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
New Legacy Group, Llc reports $36.57M in US-listed equity holdings across 28 positions in its most recent 13F filing. Its largest disclosed positions are SPY (21.5%), META (19.9%) and UBER (9.5%). Figures reflect the Q3 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from New Legacy Group, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1908065). View New Legacy Group, Llc’s 13F filings on SEC