New Legacy Group, LLC

Q3 2023 13F Holdings

  • Location
    new york, NY
  • Num holdings

    28

  • Value ($000)

    $36,575

  • Date Filed
    11/14/2023
  • Form type
    13F-HR
  • CIK
    0001908065
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2023 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
$7.86M
22 %

18,387

META
META

META PLATFORMS INC

CL A
$7.28M
20 %

24,250

UBER
UBER

UBER TECHNOLOGIES INC

COM
$3.48M
10 %

75,684

HYG
HYG

ISHARES TR

IBOXX HI YD ETF
$2.70M
7 %

36,600

VWO
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
$2.01M
6 %

51,332

IWD
IWD

ISHARES TR

RUS 1000 VAL ETF
$1.61M
4 %

10,635

GQ9
GQ9

SPDR GOLD TR

GOLD SHS
$1.20M
3 %

7,000

MLPX
MLPX

GLOBAL X FDS

GLB X MLP ENRG I
$1.11M
3 %

26,200

AAPL
AAPL

APPLE INC

COM
$975.90K
3 %

5,700

GVI
GVI

ISHARES TR

INTRM GOV CR ETF
$891.70K
2 %

8,800

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