Legacy Bridge 13F annual report
Legacy Bridge is an investment fund managing more than $170 billion ran by Carolyn Zuendel. There are currently 222 companies in Mrs. Zuendel’s portfolio. The largest investments include NVIDIA Corp and West Bancorporation, together worth $11.9 billion.
Limited to 30 biggest holdings
$170 billion Assets Under Management (AUM)
As of 30th July 2024, Legacy Bridge’s top holding is 52,870 shares of NVIDIA Corp currently worth over $6.53 billion and making up 3.9% of the portfolio value.
Relative to the number of outstanding shares of NVIDIA Corp, Legacy Bridge owns more than approximately 0.1% of the company.
In addition, the fund holds 302,519 shares of West Bancorporation worth $5.42 billion, whose value grew 4.7% in the past six months.
The third-largest holding is Broadcom Inc worth $4.65 billion and the next is Microsoft worth $3.86 billion, with 8,632 shares owned.
Currently, Legacy Bridge's portfolio is worth at least $170 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Legacy Bridge
The Legacy Bridge office and employees reside in West Des Moines, Iowa. According to the last 13-F report filed with the SEC, Carolyn Zuendel serves as the Administrative Manager at Legacy Bridge.
Recent trades
In the most recent 13F filing, Legacy Bridge revealed that it had opened a new position in
Hewlett Packard Enterprise C and bought 60,825 shares worth $1.29 billion.
The investment fund also strengthened its position in NVIDIA Corp by buying
47,495 additional shares.
This makes their stake in NVIDIA Corp total 52,870 shares worth $6.53 billion.
NVIDIA Corp dropped approximately 0.1% in the past year.
On the other hand, there are companies that Legacy Bridge is getting rid of from its portfolio.
Legacy Bridge closed its position in Lululemon Athletica inc on 6th August 2024.
It sold the previously owned 2,753 shares for $1.08 billion.
Carolyn Zuendel also disclosed a decreased stake in West Bancorporation by approximately 0.1%.
This leaves the value of the investment at $5.42 billion and 302,519 shares.
One of the smallest hedge funds
The two most similar investment funds to Legacy Bridge are Members Advisory and Gsi Capital Advisors. They manage $170 billion and $169 billion respectively.
Carolyn Zuendel investment strategy
Legacy Bridge’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Technology — making up 21.8% of
the total portfolio value.
The fund focuses on investments in the United States as
52.7% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
48% of the total holdings value.
On the other hand, small-cap stocks make up only 1.4% of the portfolio.
The average market cap of the portfolio companies is close to $125 billion.
The complete list of Legacy Bridge trades based on 13F SEC filings
These positions were updated on August 6th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| NVIDIA Corp |
883.63%
52,870
|
$6,531,560,000 | 3.85% |
| West Bancorporation |
0.55%
302,519
|
$5,415,091,000 | 3.19% |
| Broadcom Inc |
3.01%
2,897
|
$4,651,221,000 | 2.74% |
| Microsoft Corporation |
1.35%
8,632
|
$3,858,073,000 | 2.27% |
| Amazon.com Inc. |
1.68%
16,846
|
$3,255,490,000 | 1.92% |
| Arista Networks Inc |
2.92%
9,091
|
$3,186,214,000 | 1.88% |
| Eli Lilly Co |
19.30%
3,462
|
$3,134,426,000 | 1.85% |
| Super Micro Computer Inc |
0.36%
3,562
|
$2,918,525,000 | 1.72% |
| Eaton Corp Plc |
0.06%
9,248
|
$2,899,711,000 | 1.71% |
| Berkshire Hathaway Inc. |
0.12%
6,924
|
$2,816,684,000 | 1.66% |
| Caterpillar Inc. |
No change
7,136
|
$2,377,002,000 | 1.40% |
| Walmart Inc |
0.63%
34,153
|
$2,312,500,000 | 1.36% |
| Costco Whsl Corp New |
0.75%
2,647
|
$2,249,924,000 | 1.33% |
| Insight Enterprises Inc. |
0.14%
11,086
|
$2,199,019,000 | 1.30% |
| Advanced Micro Devices Inc. |
3.25%
12,982
|
$2,105,811,000 | 1.24% |
| Sterling Infrastructure Inc |
0.04%
17,687
|
$2,093,080,000 | 1.23% |
| Palo Alto Networks Inc |
No change
6,056
|
$2,053,045,000 | 1.21% |
| Asml Holding N V |
No change
1,995
|
$2,040,347,000 | 1.20% |
| Nxp Semiconductors N V |
No change
7,570
|
$2,037,012,000 | 1.20% |
| Qualcomm, Inc. |
No change
10,187
|
$2,029,047,000 | 1.20% |
| Vertiv Holdings Co |
No change
22,458
|
$1,944,190,000 | 1.15% |
| Taiwan Semiconductor Mfg Ltd |
0.18%
11,032
|
$1,917,472,000 | 1.13% |
| Apple Inc |
4.68%
8,916
|
$1,877,888,000 | 1.11% |
| Lowes Cos Inc |
No change
8,345
|
$1,839,739,000 | 1.08% |
| Home Depot, Inc. |
No change
5,324
|
$1,832,734,000 | 1.08% |
| Alphabet Inc |
0.25%
12,115
|
$2,219,124,000 | 1.31% |
| Tractor Supply Co. |
No change
6,613
|
$1,785,510,000 | 1.05% |
| Spdr Ser Tr |
2,323.67%
19,147
|
$1,775,160,000 | 1.05% |
| Intuitive Surgical Inc |
No change
3,935
|
$1,750,485,000 | 1.03% |
| Ishares Tr |
7.54%
139,205
|
$13,712,461,000 | 8.08% |
| Jpmorgan Chase Co. |
0.11%
8,540
|
$1,727,301,000 | 1.02% |
| Parker-Hannifin Corp. |
No change
3,389
|
$1,714,191,000 | 1.01% |
| Vanguard Tax-managed Fds |
No change
32,596
|
$1,610,895,000 | 0.95% |
| J P Morgan Exchange Traded F |
1.18%
28,143
|
$1,595,146,000 | 0.94% |
| Johnson Ctls Intl Plc |
No change
23,672
|
$1,573,478,000 | 0.93% |
| Deere Co |
0.15%
4,094
|
$1,529,642,000 | 0.90% |
| Unitedhealth Group Inc |
0.17%
2,962
|
$1,508,429,000 | 0.89% |
| Exxon Mobil Corp. |
231.88%
12,980
|
$1,494,258,000 | 0.88% |
| First Solar Inc |
0.15%
6,577
|
$1,482,851,000 | 0.87% |
| Valero Energy Corp. |
No change
9,415
|
$1,475,896,000 | 0.87% |
| Williams-Sonoma, Inc. |
29.26%
5,198
|
$1,467,760,000 | 0.87% |
| Waste Mgmt Inc Del |
0.21%
6,834
|
$1,457,966,000 | 0.86% |
| Freeport-McMoRan Inc |
710.32%
29,917
|
$1,453,967,000 | 0.86% |
| Palantir Technologies Inc. |
0.15%
56,510
|
$1,431,399,000 | 0.84% |
| Danaher Corp. |
0.43%
5,608
|
$1,401,159,000 | 0.83% |
| Digital Rlty Tr Inc |
0.03%
9,112
|
$1,385,480,000 | 0.82% |
| Equinix Inc |
No change
1,821
|
$1,377,769,000 | 0.81% |
| Chevron Corp. |
0.23%
8,658
|
$1,354,285,000 | 0.80% |
| Hewlett Packard Enterprise C |
Opened
60,825
|
$1,287,666,000 | 0.76% |
| Ge Healthcare Technologies I |
0.12%
16,395
|
$1,277,499,000 | 0.75% |
| Vanguard Star Fds |
No change
21,008
|
$1,266,783,000 | 0.75% |
| Blackrock Inc. |
0.19%
1,559
|
$1,227,432,000 | 0.72% |
| T-Mobile US, Inc. |
10.03%
6,950
|
$1,224,451,000 | 0.72% |
| Monster Beverage Corp. |
No change
24,344
|
$1,215,983,000 | 0.72% |
| Thermo Fisher Scientific Inc. |
0.46%
2,143
|
$1,185,079,000 | 0.70% |
| RPM International, Inc. |
No change
10,848
|
$1,168,113,000 | 0.69% |
| Schwab Strategic Tr |
0.04%
47,675
|
$2,625,424,000 | 1.55% |
| Jacobs Solutions Inc |
0.36%
8,219
|
$1,148,277,000 | 0.68% |
| Toyota Motor Corporation |
0.45%
5,526
|
$1,132,665,000 | 0.67% |
| Boston Scientific Corp. |
No change
14,023
|
$1,079,912,000 | 0.64% |
| Lululemon Athletica inc. |
Closed
2,753
|
$1,075,460,000 | |
| American Tower Corp. |
Closed
5,442
|
$1,075,285,000 | |
| Celestica, Inc. |
Opened
18,345
|
$1,051,719,000 | 0.62% |
| Illinois Tool Wks Inc |
0.11%
4,429
|
$1,049,496,000 | 0.62% |
| Robert Half Inc |
Closed
13,011
|
$1,031,513,000 | |
| Pioneer Nat Res Co |
Closed
3,910
|
$1,026,375,000 | |
| Ishares Inc |
0.89%
19,256
|
$1,038,059,000 | 0.61% |
| Knight-swift Transn Hldgs In |
0.50%
19,890
|
$992,909,000 | 0.59% |
| Stryker Corp. |
No change
2,916
|
$992,169,000 | 0.58% |
| Celsius Holdings Inc |
0.06%
16,521
|
$943,184,000 | 0.56% |
| Morgan Stanley |
No change
9,658
|
$938,662,000 | 0.55% |
| Nu Hldgs Ltd |
4,116.35%
65,775
|
$847,840,000 | 0.50% |
| NextEra Energy Inc |
No change
11,925
|
$844,410,000 | 0.50% |
| Procter And Gamble Co |
10.66%
5,114
|
$843,401,000 | 0.50% |
| Block H R Inc |
No change
15,277
|
$828,472,000 | 0.49% |
| Celestica, Inc. |
Closed
18,345
|
$824,425,000 | |
| Mondelez International Inc. |
No change
12,379
|
$810,082,000 | 0.48% |
| Pepsico Inc |
0.21%
4,876
|
$804,199,000 | 0.47% |
| Qorvo Inc |
0.58%
6,906
|
$801,373,000 | 0.47% |
| Rio Tinto plc |
No change
11,030
|
$727,208,000 | 0.43% |
| Vanguard Intl Equity Index F |
No change
17,975
|
$821,868,000 | 0.48% |
| Union Pac Corp |
No change
3,035
|
$686,700,000 | 0.40% |
| Axon Enterprise Inc |
22.30%
2,320
|
$682,637,000 | 0.40% |
| Workday Inc |
No change
3,029
|
$677,164,000 | 0.40% |
| Gigacloud Technology Inc |
Opened
21,255
|
$646,578,000 | 0.38% |
| Mcdonalds Corp |
No change
2,428
|
$618,752,000 | 0.36% |
| Workiva Inc |
55.89%
8,454
|
$617,058,000 | 0.36% |
| CareTrust REIT Inc |
8.75%
24,247
|
$608,600,000 | 0.36% |
| Tjx Cos Inc New |
No change
5,400
|
$594,540,000 | 0.35% |
| Conocophillips |
No change
5,175
|
$591,917,000 | 0.35% |
| Vanguard Index Fds |
3.99%
7,103
|
$1,729,397,000 | 1.02% |
| Accenture Plc Ireland |
0.79%
1,873
|
$568,287,000 | 0.34% |
| Goldman Sachs Group, Inc. |
No change
1,190
|
$538,261,000 | 0.32% |
| Intuit Inc |
No change
807
|
$530,369,000 | 0.31% |
| Cameco Corp. |
Opened
10,078
|
$495,838,000 | 0.29% |
| Constellation Brands, Inc. |
0.59%
1,877
|
$482,915,000 | 0.28% |
| Meta Platforms Inc |
No change
891
|
$449,261,000 | 0.26% |
| Skechers U S A, Inc. |
No change
6,478
|
$447,760,000 | 0.26% |
| CME Group Inc |
No change
2,019
|
$396,936,000 | 0.23% |
| Canadian Pacific Kansas City |
2.26%
4,970
|
$391,289,000 | 0.23% |
| Wells Fargo Co New |
No change
6,229
|
$369,941,000 | 0.22% |
| Nike, Inc. |
No change
4,810
|
$362,530,000 | 0.21% |
| Spdr Sp 500 Etf Tr |
1.22%
665
|
$361,907,000 | 0.21% |
| Edwards Lifesciences Corp |
Closed
3,741
|
$357,490,000 | |
| Lockheed Martin Corp. |
No change
723
|
$337,714,000 | 0.20% |
| Cisco Sys Inc |
Closed
6,250
|
$311,938,000 | |
| Abbott Labs |
No change
2,951
|
$306,639,000 | 0.18% |
| Pfizer Inc. |
Closed
10,813
|
$300,061,000 | |
| Merck Co Inc |
No change
2,406
|
$297,863,000 | 0.18% |
| Global X Fds |
Closed
6,380
|
$288,951,000 | |
| International Business Machs |
Closed
1,448
|
$276,511,000 | |
| Carrier Global Corporation |
No change
4,363
|
$275,219,000 | 0.16% |
| Coca-Cola Co |
20.84%
4,255
|
$270,831,000 | 0.16% |
| Blackstone Inc |
No change
1,955
|
$242,029,000 | 0.14% |
| Mastercard Incorporated |
No change
545
|
$240,433,000 | 0.14% |
| Celanese Corp |
No change
1,723
|
$232,416,000 | 0.14% |
| United Parcel Service, Inc. |
No change
1,675
|
$229,224,000 | 0.14% |
| Northern Tr Corp |
No change
2,700
|
$226,746,000 | 0.13% |
| Biogen Inc |
No change
940
|
$217,911,000 | 0.13% |
| Vanguard Mun Bd Fds |
No change
4,235
|
$212,216,000 | 0.13% |
| Medtronic Plc |
Closed
2,365
|
$206,110,000 | |
| Prudential Finl Inc |
No change
1,606
|
$188,208,000 | 0.11% |
| Etfs Gold Tr |
No change
8,000
|
$177,760,000 | 0.10% |
| Vanguard Scottsdale Fds |
No change
4,220
|
$287,824,000 | 0.17% |
| Cambria Etf Tr |
No change
8,411
|
$176,211,000 | 0.10% |
| American Eqty Invt Life Hld |
Closed
3,000
|
$168,660,000 | |
| The Southern Co. |
No change
2,151
|
$166,854,000 | 0.10% |
| Diageo plc |
No change
1,277
|
$161,005,000 | 0.09% |
| Invesco Exchange Traded Fd T |
No change
7,370
|
$257,572,000 | 0.15% |
| Us Bancorp Del |
Closed
3,321
|
$148,449,000 | |
| American Express Co. |
No change
640
|
$148,192,000 | 0.09% |
| CVS Health Corp |
No change
2,375
|
$140,268,000 | 0.08% |
| Adobe Inc |
No change
250
|
$138,885,000 | 0.08% |
| Darling Ingredients Inc |
No change
3,620
|
$133,035,000 | 0.08% |
| Vanguard Admiral Fds Inc |
No change
754
|
$132,539,000 | 0.08% |
| Vanguard Malvern Fds |
No change
2,588
|
$125,622,000 | 0.07% |
| Ulta Beauty Inc |
12.33%
320
|
$123,479,000 | 0.07% |
| Principal Financial Group In |
51.67%
1,520
|
$119,244,000 | 0.07% |
| Bank New York Mellon Corp |
1.54%
1,975
|
$118,283,000 | 0.07% |
| Marathon Pete Corp |
No change
674
|
$116,926,000 | 0.07% |
| Netflix Inc. |
No change
171
|
$115,405,000 | 0.07% |
| Vertex Pharmaceuticals, Inc. |
90.09%
211
|
$98,900,000 | 0.06% |
| Ecolab, Inc. |
No change
375
|
$89,250,000 | 0.05% |
| Global Pmts Inc |
Closed
625
|
$83,538,000 | |
| DuPont de Nemours Inc |
Closed
1,081
|
$82,881,000 | |
| Ppg Inds Inc |
No change
639
|
$80,444,000 | 0.05% |
| Wisdomtree Tr |
No change
3,100
|
$146,456,000 | 0.09% |
| Marathon Oil Corporation |
No change
2,576
|
$73,854,000 | 0.04% |
| Shell Plc |
No change
1,000
|
$72,180,000 | 0.04% |
| Corteva Inc |
0.24%
1,230
|
$66,347,000 | 0.04% |
| Cardinal Health, Inc. |
No change
665
|
$65,383,000 | 0.04% |
| Caseys Gen Stores Inc |
No change
171
|
$65,247,000 | 0.04% |
| Intercontinental Exchange In |
No change
470
|
$64,339,000 | 0.04% |
| Dow Inc |
0.26%
1,158
|
$61,432,000 | 0.04% |
| Select Sector Spdr Tr |
19.07%
2,122
|
$133,276,000 | 0.08% |
| Linde Plc. |
No change
139
|
$60,995,000 | 0.04% |
| Oracle Corp. |
No change
430
|
$60,716,000 | 0.04% |
| Oreilly Automotive Inc |
No change
56
|
$59,140,000 | 0.03% |
| Emerson Elec Co |
No change
521
|
$57,394,000 | 0.03% |
| Conagra Brands Inc |
No change
2,000
|
$56,840,000 | 0.03% |
| Brookfield Asset Managmt Ltd |
Opened
1,363
|
$51,863,000 | 0.03% |
| Avalonbay Cmntys Inc |
No change
250
|
$51,723,000 | 0.03% |
| Equity Residential |
No change
738
|
$51,173,000 | 0.03% |
| Manulife Finl Corp |
No change
1,860
|
$49,514,000 | 0.03% |
| Flexshares Tr |
No change
1,182
|
$47,446,000 | 0.03% |
| Schlumberger Ltd. |
No change
1,003
|
$47,322,000 | 0.03% |
| Suncor Energy, Inc. |
No change
1,199
|
$45,682,000 | 0.03% |
| International Flavorsfragra |
Closed
505
|
$43,425,000 | |
| Masco Corp. |
No change
650
|
$43,336,000 | 0.03% |
| Comcast Corp New |
No change
1,055
|
$41,314,000 | 0.02% |
| Texas Instrs Inc |
No change
200
|
$38,906,000 | 0.02% |
| Kraft Heinz Co |
No change
1,200
|
$38,664,000 | 0.02% |
| Autozone Inc. |
No change
13
|
$38,534,000 | 0.02% |
| Arch Cap Group Ltd |
No change
313
|
$31,579,000 | 0.02% |
| Chipotle Mexican Grill |
4,900.00%
500
|
$31,325,000 | 0.02% |
| Novartis AG |
No change
292
|
$31,087,000 | 0.02% |
| Vulcan Matls Co |
No change
125
|
$31,085,000 | 0.02% |
| Blackrock Enhancd Cap Inm |
No change
1,554
|
$31,065,000 | 0.02% |
| Air Prods Chems Inc |
Closed
128
|
$31,011,000 | |
| DraftKings Inc. |
No change
800
|
$30,536,000 | 0.02% |
| Fedex Corp |
No change
100
|
$29,984,000 | 0.02% |
| Goldman Sachs Etf Tr |
No change
883
|
$29,713,000 | 0.02% |
| Invesco Exch Traded Fd Tr Ii |
No change
1,039
|
$45,252,000 | 0.03% |
| Ishares Gold Tr |
No change
579
|
$25,436,000 | 0.01% |
| Cencora Inc. |
No change
110
|
$24,783,000 | 0.01% |
| Ishares Tr |
Closed
319
|
$38,530,000 | |
| MercadoLibre Inc |
15.38%
15
|
$24,651,000 | 0.01% |
| Otis Worldwide Corporation |
60.00%
250
|
$24,065,000 | 0.01% |
| Progressive Corp. |
No change
111
|
$23,056,000 | 0.01% |
| Starbucks Corp. |
No change
295
|
$22,966,000 | 0.01% |
| Phillips 66 |
No change
161
|
$22,729,000 | 0.01% |
| Jefferies Finl Group Inc |
No change
431
|
$21,447,000 | 0.01% |
| Sysco Corp. |
9.23%
295
|
$21,061,000 | 0.01% |
| Applied Matls Inc |
No change
85
|
$20,060,000 | 0.01% |
| ServiceNow Inc |
No change
25
|
$19,667,000 | 0.01% |
| Discover Finl Svcs |
No change
150
|
$19,622,000 | 0.01% |
| Select Sector Spdr Tr |
Closed
200
|
$18,882,000 | |
| Watsco Inc. |
No change
40
|
$18,530,000 | 0.01% |
| Booking Holdings Inc |
Closed
5
|
$18,140,000 | |
| Public Storage Oper Co |
No change
59
|
$16,972,000 | 0.01% |
| Cadence Design System Inc |
80.00%
54
|
$16,619,000 | 0.01% |
| Capital One Finl Corp |
No change
110
|
$15,230,000 | 0.01% |
| Trade Desk Inc |
No change
150
|
$14,651,000 | 0.01% |
| Pure Storage Inc |
No change
225
|
$14,448,000 | 0.01% |
| Kohls Corp |
No change
600
|
$13,794,000 | 0.01% |
| AeroVironment Inc. |
No change
75
|
$13,662,000 | 0.01% |
| Teradyne, Inc. |
No change
90
|
$13,347,000 | 0.01% |
| Salesforce Inc |
98.98%
50
|
$12,855,000 | 0.01% |
| Marvell Technology Inc |
No change
180
|
$12,582,000 | 0.01% |
| Dominion Energy Inc |
No change
245
|
$12,005,000 | 0.01% |
| Datadog Inc |
No change
92
|
$11,932,000 | 0.01% |
| Franco Nev Corp |
Closed
100
|
$11,916,000 | |
| Confluent Inc |
No change
400
|
$11,812,000 | 0.01% |
| Boeing Co. |
Closed
60
|
$11,580,000 | |
| Novo-nordisk A S |
No change
80
|
$11,420,000 | 0.01% |
| Markel Group Inc |
No change
7
|
$11,030,000 | 0.01% |
| Lam Research Corp. |
75.00%
10
|
$10,649,000 | 0.01% |
| Moodys Corp |
No change
25
|
$10,524,000 | 0.01% |
| Legg Mason Etf Invt |
Closed
200
|
$10,417,000 | |
| Snowflake Inc. |
No change
71
|
$9,592,000 | 0.01% |
| XPO Inc |
No change
90
|
$9,554,000 | 0.01% |
| Newmont Corp |
No change
225
|
$9,421,000 | 0.01% |
| Autodesk Inc. |
No change
38
|
$9,404,000 | 0.01% |
| Veeva Sys Inc |
No change
50
|
$9,151,000 | 0.01% |
| Synopsys, Inc. |
No change
15
|
$8,926,000 | 0.01% |
| Carmax Inc |
Closed
97
|
$8,450,000 | |
| Electronic Arts, Inc. |
No change
60
|
$8,360,000 | 0.00% |
| TE Connectivity Ltd |
Closed
50
|
$7,262,000 | |
| Alibaba Group Hldg Ltd |
No change
100
|
$7,200,000 | 0.00% |
| Nextracker Inc |
59.38%
153
|
$7,173,000 | 0.00% |
| Toronto Dominion Bk Ont |
Closed
110
|
$6,642,000 | |
| TotalEnergies SE |
No change
99
|
$6,602,000 | 0.00% |
| Shopify Inc |
No change
98
|
$6,473,000 | 0.00% |
| Las Vegas Sands Corp |
Closed
125
|
$6,463,000 | |
| UiPath, Inc. |
No change
500
|
$6,340,000 | 0.00% |
| NovoCure Ltd |
Closed
400
|
$6,252,000 | |
| Colgate-Palmolive Co. |
No change
64
|
$6,211,000 | 0.00% |
| Post Holdings Inc |
No change
58
|
$6,042,000 | 0.00% |
| Bank America Corp |
No change
145
|
$5,767,000 | 0.00% |
| Becton Dickinson Co |
Closed
23
|
$5,692,000 | |
| Cognizant Technology Solutio |
Closed
70
|
$5,131,000 | |
| Crowdstrike Holdings Inc |
No change
13
|
$4,982,000 | 0.00% |
| Unilever plc |
Closed
90
|
$4,518,000 | |
| Vanguard Bd Index Fds |
No change
100
|
$7,580,000 | 0.00% |
| Schwab Strategic Tr |
Closed
50
|
$3,799,000 | |
| Crown Castle Inc |
99.25%
35
|
$3,420,000 | 0.00% |
| Halliburton Co. |
No change
100
|
$3,378,000 | 0.00% |
| Select Sector Spdr Tr |
Opened
37
|
$3,170,000 | 0.00% |
| AMGEN Inc. |
No change
10
|
$3,125,000 | 0.00% |
| Exchange Traded Concepts Tru |
Opened
60
|
$2,703,000 | 0.00% |
| Fidelity Covington Trust |
No change
50
|
$2,472,000 | 0.00% |
| Liberty Broadband Corp |
Closed
41
|
$2,342,000 | |
| Ishares Tr |
Opened
12
|
$2,094,000 | 0.00% |
| Block Inc |
Opened
30
|
$1,935,000 | 0.00% |
| EQT Corp |
Opened
50
|
$1,849,000 | 0.00% |
| Petroleo Brasileiro Sa Petro |
Closed
100
|
$1,521,000 | |
| Att Inc |
Closed
83
|
$1,461,000 | |
| Vitesse Energy Inc |
Closed
50
|
$1,187,000 | |
| Hain Celestial Group Inc |
Closed
98
|
$771,000 | |
| Warner Bros.Discovery Inc |
Closed
20
|
$175,000 | |
| Nokia Corp |
Closed
15
|
$54,000 | |
| Embecta Corp |
Closed
4
|
$54,000 | |
| No transactions found | |||
| Showing first 500 out of 262 holdings | |||
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