Legacy CG, LLC
Q4 2024 13F Holdings
- Locationplano, TX
- Num holdings
54
- Value ($000)
$326,099
- Date Filed01/27/2025
- Form type13F-HR
- CIK0001904825
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
USMC PRINCIPAL EXCHANGE TRADED FD | US MEGA CP ETF | 74255Y870 | $18.10 M | 6 % | 301,450 | ||
HELO J P MORGAN EXCHANGE TRADED F | HEDGED EQUITY LA | 46654Q724 | $16.95 M | 5 % | 273,215 | ||
INNOVATOR ETFS TRUST | EQUITY DEF PRO 2 | 45784N601 | $16.63 M | 5 % | 668,894 | ||
FTHI FIRST TR EXCHANGE-TRADED FD | BUYWRIT INCM ETF | 33738R308 | $15.20 M | 5 % | 653,369 | ||
CGXU CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | 14019W109 | $14.45 M | 4 % | 585,899 | ||
DMBS DOUBLELINE ETF TRUST | MORTGAGE ETF | 25861R402 | $13.59 M | 4 % | 282,463 | ||
PSC PRINCIPAL EXCHANGE TRADED FD | PRIN U S SMALL | 74255Y607 | $12.64 M | 4 % | 246,587 | ||
HMOP HARTFORD FDS EXCHANGE TRADED | MUN OPORTUNITE | 41653L503 | $12.08 M | 4 % | 312,475 | ||
AMID EA SERIES TRUST | ARGENT MID CAP | 02072L839 | $11.61 M | 4 % | 340,077 | ||
AMZN AMAZON COM INC | COM | 023135106 | $11.50 M | 4 % | 52,396 |
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