News + Filings Holdings
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New Legacy Group, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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Meta Platforms, Inc.
| FB | Common | 30,550 | 0 | 8,767,239,000 | 8,762,313,000 | 22.18 | |
Hist
| 06/30/2023 |
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SPDR S&P 500 ETF TRUST
| SPY | Common | 18,387 | 0 | 8,150,741,000 | 8,143,804,000 | 20.62 | |
Hist
| 06/30/2023 |
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Uber Technologies, Inc
| UBER | Common Stock | 75,684 | 0 | 3,267,278,000 | 3,265,730,000 | 8.27 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| HYG | Common | 36,600 | 0 | 2,747,562,000 | 2,744,868,000 | 6.95 | |
Hist
| 06/30/2023 |
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VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VWO | Common | 51,332 | 0 | 2,088,206,000 | 2,086,068,000 | 5.28 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IWD | ETF | 10,635 | 0 | 1,678,522,000 | 1,676,980,000 | 4.25 | |
Hist
| 06/30/2023 |
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WISDOMTREE TR EUROPE HEDGED EQ
| HEDJ | STOCK | 20,000 | 0 | 1,637,400,000 | 1,636,089,000 | 4.14 | |
Hist
| 06/30/2023 |
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SPDR GOLD TRUST
| GLD | GOLD SHS | 7,000 | 0 | 1,247,890,000 | 1,246,711,000 | 3.16 | |
Hist
| 06/30/2023 |
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Apple Inc.
| AAPL | Common | 5,700 | -1,200 | 1,105,629,000 | 1,104,686,000 | 2.80 | |
Hist
| 06/30/2023 |
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Global X Funds
| MLPX | Common | 26,200 | 0 | 1,089,134,000 | 1,088,136,000 | 2.76 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| GVI | Common | 8,800 | -1,600 | 905,520,000 | 904,422,000 | 2.29 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IWN | RUSL 2000 VALU | 6,000 | 0 | 844,800,000 | 843,983,000 | 2.14 | |
Hist
| 06/30/2023 |
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WisdomTree Trust
| DHS | Common | 10,000 | 0 | 795,700,000 | 794,877,000 | 2.01 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IJR | S&P SMLCAP 600 | 6,000 | 0 | 597,900,000 | 597,346,000 | 1.51 | |
Hist
| 06/30/2023 |
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ISHARES MSCI EAFE INDEX FUND
| EFA | ETF | 7,000 | 0 | 507,500,000 | 507,063,000 | 1.28 | |
Hist
| 06/30/2023 |
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EATON VANCE TX MGD DIV EQ IN
| ETY | COM | 37,500 | 0 | 467,250,000 | 466,825,000 | 1.18 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| CIU | Common | 9,000 | 0 | 455,130,000 | 454,670,000 | 1.15 | |
Hist
| 06/30/2023 |
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BlackRock Funds III
| CSJ | Common | 8,200 | 0 | 411,394,000 | 410,979,000 | 1.04 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IEI | STOCK | 3,400 | 0 | 391,884,000 | 391,478,000 | 0.99 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| CFT | Common | 7,600 | 0 | 380,684,000 | 380,297,000 | 0.96 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IGV | Common | 1,035 | 0 | 358,017,000 | 357,738,000 | 0.91 | |
Hist
| 06/30/2023 |
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VANGUARD SPECIALIZED FUNDS
| VIG | Common | 1,923 | 0 | 312,346,000 | 312,070,000 | 0.79 | |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| XSW | Common | 2,299 | 0 | 306,570,000 | 306,315,000 | 0.78 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IYC | Common | 4,200 | 0 | 298,908,000 | 298,670,000 | 0.76 | |
Hist
| 06/30/2023 |
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SELECT SECTOR SPDR TRUST
| XLV | Common | 2,050 | 0 | 272,097,000 | 271,834,000 | 0.69 | |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| XBI | Common | 2,805 | 0 | 233,376,000 | 233,168,000 | 0.59 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IWO | ETF | 862 | 862 | 209,276,000 | 209,276,000 | 0.53 | |
Hist
| 06/30/2023 |
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PhaseBio Pharmaceuticals Inc
| PHAS | Common | 0 | -240,575 | 0 | -144,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Rivian Automotive, Inc. / DE
| RIVN | Common | 0 | -684,235 | 0 | -17,612,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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