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New Legacy Group, Llc

Portfolio Manager
New Legacy Group, Llc
Performance
0% (N/A)
AUM (13F)
$36.57M
# of Holdings
28
Performance Rank
N/A
Allocation (Top 20)
N/A

New Legacy Group, Llc Holdings Map

Top 28 New Legacy Group, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPY
SPDR S&P 500 ETF TR
21.49%18.4K$7.9M
+0.00%(+0)
2022-Q3: 18.4K shares2022-Q4: 18.4K shares2023-Q1: 18.4K shares2023-Q2: 18.4K shares2023-Q3: 18.4K shares2023-09-30
META
META PLATFORMS INC
19.9%24.3K$7.3M
-20.62%(-6.30K)
2022-Q3: 30.6K shares2022-Q4: 30.6K shares2023-Q1: 30.6K shares2023-Q2: 30.6K shares2023-Q3: 24.3K shares2023-09-30
UBER
UBER TECHNOLOGIES INC
9.52%75.7K$3.5M
+0.00%(+0)
2022-Q3: 75.7K shares2022-Q4: 75.7K shares2023-Q1: 75.7K shares2023-Q2: 75.7K shares2023-Q3: 75.7K shares2023-09-30
HYG
ISHARES TR
7.38%36.6K$2.7M
+0.00%(+0)
2022-Q3: 36.6K shares2022-Q4: 36.6K shares2023-Q1: 36.6K shares2023-Q2: 36.6K shares2023-Q3: 36.6K shares2023-09-30
VWO
VANGUARD INTL EQUITY INDEX F
5.5%51.3K$2.0M
+0.00%(+0)
2022-Q3: 51.3K shares2022-Q4: 51.3K shares2023-Q1: 51.3K shares2023-Q2: 51.3K shares2023-Q3: 51.3K shares2023-09-30
IWD
ISHARES TR
4.41%10.6K$1.6M
+0.00%(+0)
2022-Q3: 10.6K shares2022-Q4: 10.6K shares2023-Q1: 10.6K shares2023-Q2: 10.6K shares2023-Q3: 10.6K shares2023-09-30
GLD
SPDR GOLD TR
3.28%7.0K$1.2M
+0.00%(+0)
2022-Q3: 7.0K shares2022-Q4: 7.0K shares2023-Q1: 7.0K shares2023-Q2: 7.0K shares2023-Q3: 7.0K shares2023-09-30
MLPX
GLOBAL X FDS
3.04%26.2K$1.1M
+0.00%(+0)
2022-Q3: 26.2K shares2022-Q4: 26.2K shares2023-Q1: 26.2K shares2023-Q2: 26.2K shares2023-Q3: 26.2K shares2023-09-30
AAPL
APPLE INC
2.67%5.7K$976K
+0.00%(+0)
2022-Q3: 5.7K shares2022-Q4: 5.7K shares2023-Q1: 5.7K shares2023-Q2: 5.7K shares2023-Q3: 5.7K shares2023-09-30
GVI
ISHARES TR
2.44%8.8K$892K
+0.00%(+0)
2022-Q3: 9.8K shares2022-Q4: 8.8K shares2023-Q1: 8.8K shares2023-Q2: 8.8K shares2023-Q3: 8.8K shares2023-09-30

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