13F HOLDINGS REPORT

Legacy Bridge, LLC

Quarter ended Q4 2024 · Filed January 22, 2025 · Accession 0001689144-25-000001

Total Value

$191.8M

Positions

298

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (298)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	NVIDIA CORPORATION	NVDA	54,380	$7.3M	3.81%
2	BROADCOM INC	AVGO	28,000	$6.5M	3.38%
3	WEST BANCORPORATION INC	WTBA	266,001	$5.8M	3.00%
4	PALANTIR TECHNOLOGIES INC	PLTR	56,980	$4.3M	2.25%
5	ARISTA NETWORKS INC	ANET	36,924	$4.1M	2.13%
6	AMAZON COM INC	AMZN	16,867	$3.7M	1.93%
7	GE VERNOVA INC	GEV	10,982	$3.6M	1.88%
8	MICROSOFT CORP	MSFT	7,951	$3.4M	1.75%
9	BERKSHIRE HATHAWAY INC DEL	BRK-A	6,976	$3.2M	1.65%
10	WALMART INC	WMT	34,212	$3.1M	1.61%
11	EATON CORP PLC	ETN	9,238	$3.1M	1.60%
12	STERLING INFRASTRUCTURE INC	STRL	17,716	$3.0M	1.56%
13	ELI LILLY & CO	LLY	3,388	$2.6M	1.36%
14	CATERPILLAR INC	CAT	7,148	$2.6M	1.35%
15	VERTIV HOLDINGS CO	VRT	22,658	$2.6M	1.34%
16	PRINCIPAL EXCHANGE TRADED FD	74255Y888	132,780	$2.5M	1.29%
17	COSTCO WHSL CORP NEW	22160K105	2,659	$2.4M	1.27%
18	APPLE INC	AAPL	8,934	$2.2M	1.17%
19	PALO ALTO NETWORKS INC	PANW	12,124	$2.2M	1.15%
20	TAIWAN SEMICONDUCTOR MFG LTD	874039100	11,063	$2.2M	1.14%
21	HOME DEPOT INC	HD	5,332	$2.1M	1.08%
22	INTUITIVE SURGICAL INC	ISRG	3,930	$2.1M	1.07%
23	PARKER-HANNIFIN CORP	PH	3,219	$2.0M	1.07%
24	JPMORGAN CHASE & CO.	VYLD	8,535	$2.0M	1.07%
25	LOWES COS INC	548661107	8,205	$2.0M	1.06%
26	WILLIAMS SONOMA INC	WSM	10,396	$1.9M	1.00%
27	ISHARES TR	464287655	8,540	$1.9M	0.98%
28	JOHNSON CTLS INTL PLC	G51502105	23,672	$1.9M	0.97%
29	ALPHABET INC	GOOG	9,250	$1.8M	0.92%
30	TRACTOR SUPPLY CO	TSCO	32,890	$1.7M	0.91%
31	ISHARES TR	464287648	6,005	$1.7M	0.90%
32	SPDR SER TR	78464A870	19,154	$1.7M	0.90%
33	EQUINIX INC	EQIX	1,829	$1.7M	0.90%
34	CELESTICA INC	CLS	18,395	$1.7M	0.89%
35	DEERE & CO	DE	3,996	$1.7M	0.88%
36	INSIGHT ENTERPRISES INC	NSIT	11,086	$1.7M	0.88%
37	DIGITAL RLTY TR INC	253868103	9,122	$1.6M	0.84%
38	ISHARES TR	464287630	9,730	$1.6M	0.83%
39	ISHARES TR	464287499	18,039	$1.6M	0.83%
40	BLACKROCK INC	BLK	1,551	$1.6M	0.83%
41	VANGUARD TAX-MANAGED FDS	921943858	32,971	$1.6M	0.82%
42	NXP SEMICONDUCTORS N V	NXPI	7,570	$1.6M	0.82%
43	ADVANCED MICRO DEVICES INC	AMD	12,968	$1.6M	0.82%
44	QUALCOMM INC	QCOM	10,162	$1.6M	0.81%
45	T-MOBILE US INC	TMUSZ	6,930	$1.5M	0.80%
46	UNITEDHEALTH GROUP INC	UNH	2,968	$1.5M	0.78%
47	HEWLETT PACKARD ENTERPRISE C	HPE-PC	67,030	$1.4M	0.75%
48	EXXON MOBIL CORP	XOM	13,005	$1.4M	0.73%
49	ISHARES TR	464287473	10,781	$1.4M	0.73%
50	ASML HOLDING N V	ASMLF	1,995	$1.4M	0.72%
51	AXON ENTERPRISE INC	AXON	2,325	$1.4M	0.72%
52	NASDAQ INC	NDAQ	17,585	$1.4M	0.71%
53	WASTE MGMT INC DEL	94106L109	6,669	$1.3M	0.70%
54	RPM INTL INC	749685103	10,748	$1.3M	0.69%
55	DANAHER CORPORATION	235851102	5,593	$1.3M	0.67%
56	MONSTER BEVERAGE CORP NEW	MNST	24,344	$1.3M	0.67%
57	BANK NEW YORK MELLON CORP	064058100	16,328	$1.3M	0.65%
58	CHEVRON CORP NEW	CVX	8,658	$1.3M	0.65%
59	BOSTON SCIENTIFIC CORP	BSX	14,023	$1.3M	0.65%
60	SCHWAB STRATEGIC TR	808524508	44,820	$1.2M	0.65%
61	VANGUARD STAR FDS	921909768	21,008	$1.2M	0.65%
62	GE HEALTHCARE TECHNOLOGIES I	GEHC	15,665	$1.2M	0.64%
63	MORGAN STANLEY	MS-PQ	9,658	$1.2M	0.63%
64	ISHARES TR	464287465	15,971	$1.2M	0.63%
65	ACCENTURE PLC IRELAND	ACN	3,358	$1.2M	0.62%
66	VALERO ENERGY CORP	VLO	9,432	$1.2M	0.60%
67	FIRST SOLAR INC	FSLR	6,557	$1.2M	0.60%
68	FREEPORT-MCMORAN INC	FCX	30,007	$1.1M	0.60%
69	SERVICENOW INC	NOW	1,050	$1.1M	0.58%
70	ILLINOIS TOOL WKS INC	452308109	4,371	$1.1M	0.58%
71	THERMO FISHER SCIENTIFIC INC	TMO	2,129	$1.1M	0.58%
72	JACOBS SOLUTIONS INC	J	8,219	$1.1M	0.57%
73	NATIONAL FUEL GAS CO	NFG	17,660	$1.1M	0.56%
74	STRYKER CORPORATION	SYK	2,916	$1.0M	0.55%
75	VANGUARD SCOTTSDALE FDS	92206C664	11,330	$1.0M	0.53%
76	J P MORGAN EXCHANGE TRADED F	46641Q332	17,494	$1.0M	0.52%
77	ISHARES INC	46434G103	19,152	$1.0M	0.52%
78	KNIGHT-SWIFT TRANSN HLDGS IN	499049104	18,190	$964,798	0.50%
79	ISHARES TR	464287481	6,809	$863,041	0.45%
80	NEXTERA ENERGY INC	NEE-PW	11,885	$852,036	0.44%
81	BLOCK H & R INC	BSQKZ	15,277	$807,237	0.42%
82	ISHARES TR	46429B598	15,275	$804,076	0.42%
83	PROCTER AND GAMBLE CO	742718109	4,714	$790,303	0.41%
84	WORKDAY INC	WDAY	3,029	$781,573	0.41%
85	OKLO INC	OKLO	36,055	$765,448	0.40%
86	TOYOTA MOTOR CORP	TOYOF	3,868	$752,752	0.39%
87	WORKIVA INC	WK	6,664	$729,708	0.38%
88	VANGUARD INTL EQUITY INDEX F	922042858	16,202	$713,537	0.37%
89	KRANESHARES TRUST	500767306	24,235	$708,632	0.37%
90	MCDONALDS CORP	MCD	2,428	$703,853	0.37%
91	PEPSICO INC	PEP	4,611	$701,149	0.37%
92	UNION PAC CORP	UNP	3,035	$692,102	0.36%
93	MONDELEZ INTL INC	609207105	11,555	$690,181	0.36%
94	NU HLDGS LTD	NU	65,800	$681,688	0.36%
95	GOLDMAN SACHS GROUP INC	GSCE	1,190	$681,418	0.36%
96	CARETRUST REIT INC	CTRE	24,417	$660,480	0.34%
97	CENTRUS ENERGY CORP	LEU	9,870	$657,441	0.34%
98	TJX COS INC NEW	872540109	5,423	$655,153	0.34%
99	VANGUARD INDEX FDS	922908363	1,192	$642,262	0.33%
100	RIO TINTO PLC	RTNTF	10,830	$636,913	0.33%
101	SCHWAB STRATEGIC TR	808524607	24,160	$624,778	0.33%
102	CONOCOPHILLIPS	COP	5,829	$578,062	0.30%
103	AEROVIRONMENT INC	AVAV	3,756	$578,011	0.30%
104	ISHARES TR	464288646	10,656	$550,894	0.29%
105	SCHWAB STRATEGIC TR	808524805	29,330	$542,605	0.28%
106	NEXTRACKER INC	NXT	14,850	$542,471	0.28%
107	META PLATFORMS INC	META	891	$521,690	0.27%
108	CAMECO CORP	CCJ	10,078	$517,909	0.27%
109	ISHARES TR	464287309	4,905	$498,005	0.26%
110	INTUIT	INTU	782	$491,487	0.26%
111	QORVO INC	QRVO	6,812	$476,364	0.25%
112	CME GROUP INC	CME	2,019	$468,873	0.24%
113	ALPHABET INC	GOOG	2,370	$448,641	0.23%
114	WELLS FARGO CO NEW	949746101	6,229	$437,525	0.23%
115	SKECHERS U S A INC	830566105	6,418	$431,547	0.22%
116	CONSTELLATION BRANDS INC	STZ	1,877	$414,817	0.22%
117	SPDR S&P 500 ETF TR	SPY	665	$389,792	0.20%
118	ISHARES TR	464287507	5,920	$368,876	0.19%
119	CANADIAN PACIFIC KANSAS CITY	CP	4,970	$359,679	0.19%
120	LOCKHEED MARTIN CORP	LMT	738	$358,624	0.19%
121	BLACKSTONE INC	BX	1,955	$337,082	0.18%
122	ABBOTT LABS	ABLZF	2,951	$333,788	0.17%
123	VANGUARD INDEX FDS	922908512	1,925	$311,408	0.16%
124	ISHARES TR	464287614	750	$301,185	0.16%
125	CARRIER GLOBAL CORPORATION	CARR	4,363	$297,819	0.16%
126	ISHARES TR	464287200	500	$294,340	0.15%
127	VANGUARD INDEX FDS	922908611	1,458	$288,947	0.15%
128	MASTERCARD INCORPORATED	MA	545	$286,981	0.15%
129	NORTHERN TR CORP	NTRSO	2,700	$276,750	0.14%
130	COCA COLA CO	KO	4,255	$264,917	0.14%
131	GIGACLOUD TECHNOLOGY INC	GCT	13,095	$242,520	0.13%
132	MERCK & CO INC	MRK	2,406	$239,349	0.12%
133	UNITED PARCEL SERVICE INC	UPS	1,618	$204,030	0.11%
134	ETFS GOLD TR	00326A104	8,000	$200,400	0.10%
135	PRUDENTIAL FINL INC	PUKPF	1,606	$190,360	0.10%
136	AMERICAN EXPRESS CO	AXP	640	$189,946	0.10%
137	ISHARES TR	464287804	1,633	$188,155	0.10%
138	SCHWAB STRATEGIC TR	808524201	8,057	$186,752	0.10%
139	SOUTHERN CO	SOMN	2,151	$177,071	0.09%
140	CAMBRIA ETF TR	132061409	8,411	$175,454	0.09%
141	VANGUARD INDEX FDS	922908769	600	$173,886	0.09%
142	AMENTUM HOLDINGS INC	AMTM	8,219	$172,846	0.09%
143	VANGUARD SCOTTSDALE FDS	92206C714	2,110	$171,438	0.09%
144	VANGUARD INDEX FDS	922908538	656	$166,460	0.09%
145	ISHARES TR	46432F834	2,456	$162,440	0.08%
146	ISHARES TR	464287606	1,727	$157,037	0.08%
147	NETFLIX INC	NFLX	174	$155,090	0.08%
148	INVESCO EXCHANGE TRADED FD T	IVZ	5,210	$152,653	0.08%
149	ISHARES TR	464287705	1,185	$148,078	0.08%
150	BIOGEN INC	BIIB	940	$143,745	0.07%
151	DIAGEO PLC	DGEAF	1,127	$143,276	0.07%
152	ISHARES TR	464287408	729	$139,152	0.07%
153	VANGUARD ADMIRAL FDS INC	921932703	754	$139,121	0.07%
154	ISHARES TR	46435G334	4,000	$135,600	0.07%
155	VANGUARD INDEX FDS	922908629	487	$128,632	0.07%
156	ULTA BEAUTY INC	ULTA	295	$128,305	0.07%
157	VANGUARD MALVERN FDS	922020805	2,588	$125,311	0.07%
158	DARLING INGREDIENTS INC	DAR	3,620	$121,958	0.06%
159	SCHWAB STRATEGIC TR	808524862	4,600	$110,676	0.06%
160	INNVENTURE INC	INVLW	7,489	$103,723	0.05%
161	ISHARES TR	46429B747	1,030	$103,618	0.05%
162	VANGUARD INDEX FDS	922908595	350	$98,021	0.05%
163	MARATHON PETE CORP	MARA	674	$94,023	0.05%
164	VANGUARD INTL EQUITY INDEX F	922042775	1,552	$89,101	0.05%
165	ECOLAB INC	ECL	375	$87,870	0.05%
166	ORACLE CORP	ORCL-PD	523	$87,153	0.05%
167	VERTEX PHARMACEUTICALS INC	VRTX	211	$84,970	0.04%
168	INVESCO QQQ TR	IVZ	164	$83,850	0.04%
169	ADOBE INC	ADBE	179	$79,598	0.04%
170	CARDINAL HEALTH INC	CAH	665	$78,650	0.04%
171	PPG INDS INC	693506107	639	$76,329	0.04%
172	CVS HEALTH CORP	CVS	1,675	$75,191	0.04%
173	BROOKFIELD ASSET MANAGMT LTD	113004105	1,363	$73,861	0.04%
174	WISDOMTREE TR	WT	1,500	$73,380	0.04%
175	ISHARES TR	46434VBD1	2,906	$72,796	0.04%
176	SELECT SECTOR SPDR TR	81369Y605	1,485	$71,771	0.04%
177	CORTEVA INC	CTVA	1,230	$70,061	0.04%
178	INTERCONTINENTAL EXCHANGE IN	45866F104	470	$70,035	0.04%
179	CASEYS GEN STORES INC	147528103	171	$67,756	0.04%
180	OREILLY AUTOMOTIVE INC	67103H107	56	$66,405	0.03%
181	WISDOMTREE TR	WT	1,600	$64,784	0.03%
182	EMERSON ELEC CO	EMR	521	$64,568	0.03%
183	SHELL PLC	RYDAF	1,000	$62,650	0.03%
184	INVESCO EXCHANGE TRADED FD T	IVZ	1,450	$58,493	0.03%
185	LINDE PLC	LIN	139	$58,196	0.03%
186	MANULIFE FINL CORP	56501R106	1,860	$57,121	0.03%
187	CONAGRA BRANDS INC	CAG	2,000	$55,500	0.03%
188	AVALONBAY CMNTYS INC	AWX	250	$54,993	0.03%
189	EQUITY RESIDENTIAL	EQR	738	$52,959	0.03%
190	CROWDSTRIKE HLDGS INC	CRWD	140	$47,903	0.02%
191	ISHARES TR	46435U515	1,900	$47,310	0.02%
192	MASCO CORP	MAS	650	$47,171	0.02%
193	INVESCO EXCHANGE TRADED FD T	IVZ	710	$46,711	0.02%
194	DOW INC	DOW	1,158	$46,471	0.02%
195	ISHARES TR	464287168	350	$45,952	0.02%
196	PRINCIPAL FINANCIAL GROUP IN	PFG	570	$44,124	0.02%
197	FLEXSHARES TR	FLEX	1,182	$42,978	0.02%
198	SUNCOR ENERGY INC NEW	SU	1,199	$42,781	0.02%
199	ON HLDG AG	H5919C104	780	$42,721	0.02%
200	AUTOZONE INC	AZO	13	$41,626	0.02%
201	MERCADOLIBRE INC	MELI	24	$40,811	0.02%
202	COMCAST CORP NEW	CCZ	1,055	$39,595	0.02%
203	TEXAS INSTRS INC	882508104	200	$37,502	0.02%
204	KRAFT HEINZ CO	KHC	1,200	$36,852	0.02%
205	SCHWAB STRATEGIC TR	808524839	1,530	$34,731	0.02%
206	JEFFERIES FINL GROUP INC	47233W109	431	$33,791	0.02%
207	ISHARES INC	46434G822	500	$33,550	0.02%
208	SELECT SECTOR SPDR TR	81369Y704	250	$32,940	0.02%
209	ISHARES TR	464287887	236	$31,948	0.02%
210	ISHARES TR	46435GAA0	1,311	$31,556	0.02%
211	CHIPOTLE MEXICAN GRILL INC	CMG	500	$30,150	0.02%
212	DRAFTKINGS INC NEW	DKNG	800	$29,760	0.02%
213	GOLDMAN SACHS ETF TR	NVGLF	883	$29,440	0.02%
214	ARCH CAP GROUP LTD	G0450A105	313	$28,906	0.02%
215	ISHARES GOLD TR	IAU	579	$28,667	0.01%
216	NOVARTIS AG	NVSEF	292	$28,415	0.01%
217	FEDEX CORP	FDX	100	$28,133	0.01%
218	ISHARES TR	464288877	525	$27,547	0.01%
219	ISHARES TR	464287390	1,298	$27,142	0.01%
220	INVESCO EXCH TRADED FD TR II	IVZ	500	$27,100	0.01%
221	STARBUCKS CORP	SBUX	295	$26,919	0.01%
222	PROGRESSIVE CORP	743315103	111	$26,597	0.01%
223	DISCOVER FINL SVCS	254709108	150	$25,985	0.01%
224	CENCORA INC	COR	110	$24,715	0.01%
225	MICRON TECHNOLOGY INC	MU	280	$23,565	0.01%
226	OTIS WORLDWIDE CORP	OTIS	250	$23,153	0.01%
227	SYSCO CORP	SYY	295	$22,556	0.01%
228	SCHLUMBERGER LTD	SLB	582	$22,314	0.01%
229	SELECT SECTOR SPDR TR	81369Y100	255	$21,456	0.01%
230	PUBLIC STORAGE OPER CO	PSA-PS	67	$20,063	0.01%
231	MARVELL TECHNOLOGY INC	MRVL	180	$19,881	0.01%
232	CAPITAL ONE FINL CORP	14040H105	110	$19,616	0.01%
233	WATSCO INC	WSO-B	40	$18,956	0.01%
234	TEXAS PACIFIC LAND CORPORATI	TPL	17	$18,802	0.01%
235	PHILLIPS 66	PSX	161	$18,343	0.01%
236	VANGUARD INDEX FDS	922908553	204	$18,197	0.01%
237	SELECT SECTOR SPDR TR	81369Y209	132	$18,160	0.01%
238	THE TRADE DESK INC	88339J105	150	$17,630	0.01%
239	INVESCO EXCH TRADED FD TR II	IVZ	539	$17,069	0.01%
240	SALESFORCE INC	CRM	50	$16,717	0.01%
241	ISHARES TR	464288372	317	$16,570	0.01%
242	SNOWFLAKE INC	SNOW	106	$16,368	0.01%
243	CADENCE DESIGN SYSTEM INC	CDNS	54	$16,225	0.01%
244	VANGUARD INTL EQUITY INDEX F	922042718	140	$16,028	0.01%
245	DATADOG INC	DDOG	112	$16,004	0.01%
246	PURE STORAGE INC	74624M102	225	$13,822	0.01%
247	VISTRA CORP	VST	100	$13,787	0.01%
248	DOMINION ENERGY INC	D	245	$13,196	0.01%
249	MARKEL GROUP INC	MKL	7	$12,084	0.01%
250	MOODYS CORP	MCO	25	$11,835	0.01%
251	XPO INC	XPO	90	$11,804	0.01%
252	ISHARES TR	464288521	205	$11,749	0.01%
253	SCHWAB STRATEGIC TR	808524706	440	$11,718	0.01%
254	TERADYNE INC	TER	90	$11,333	0.01%
255	IONQ INC	IONQ-WT	270	$11,278	0.01%
256	CONFLUENT INC	20717M103	400	$11,184	0.01%
257	MONGODB INC	MDB	47	$10,943	0.01%
258	VEEVA SYS INC	VEEV	50	$10,513	0.01%
259	SHOPIFY INC	SHOP	98	$10,421	0.01%
260	VULCAN MATLS CO	929160109	35	$9,004	0.00%
261	ELECTRONIC ARTS INC	EA	60	$8,778	0.00%
262	ALIBABA GROUP HLDG LTD	BBAAY	100	$8,479	0.00%
263	KOHLS CORP	KSS	600	$8,424	0.00%
264	NEWMONT CORP	NEMCL	225	$8,375	0.00%
265	SCHWAB STRATEGIC TR	808524797	300	$8,196	0.00%
266	SYNOPSYS INC	SNPS	15	$7,281	0.00%
267	LAM RESEARCH CORP	LRCX	100	$7,223	0.00%
268	NOVO-NORDISK A S	NONOF	80	$6,882	0.00%
269	POST HLDGS INC	POST	58	$6,639	0.00%
270	BANK AMERICA CORP	060505104	145	$6,373	0.00%
271	COLGATE PALMOLIVE CO	CL	64	$5,819	0.00%
272	GRAYSCALE ETHEREUM TRUST ETF	389638107	200	$5,604	0.00%
273	TOTALENERGIES SE	TTE	99	$5,396	0.00%
274	VANGUARD INTL EQUITY INDEX F	922042874	81	$5,142	0.00%
275	EQT CORP	EQT	110	$5,073	0.00%
276	ISHARES TR	46435UAA9	182	$4,361	0.00%
277	ISHARES TR	464287234	100	$4,182	0.00%
278	SHAKE SHACK INC	SHAK	30	$3,894	0.00%
279	VANGUARD BD INDEX FDS	921937827	50	$3,864	0.00%
280	VANGUARD BD INDEX FDS	921937819	50	$3,737	0.00%
281	SELECT SECTOR SPDR TR	81369Y852	37	$3,582	0.00%
282	CROWN CASTLE INC	CCI	35	$3,177	0.00%
283	ISHARES TR	464287176	28	$2,984	0.00%
284	EXCHANGE TRADED CONCEPTS TRU	301505731	60	$2,940	0.00%
285	APPLIED MATLS INC	038222105	17	$2,765	0.00%
286	HALLIBURTON CO	HAL	100	$2,719	0.00%
287	AMGEN INC	AMGN	10	$2,607	0.00%
288	BLOCK INC	BSQKZ	30	$2,550	0.00%
289	SPDR SER TR	78468R622	26	$2,483	0.00%
290	FIDELITY COVINGTON TRUST	316092881	50	$2,410	0.00%
291	COMPASS INC	COMP	400	$2,340	0.00%
292	BAKER HUGHES COMPANY	BKR	55	$2,257	0.00%
293	ISHARES TR	464287598	12	$2,222	0.00%
294	VANGUARD INDEX FDS	922908744	11	$1,863	0.00%
295	SOUTHERN COPPER CORP	SCCO	20	$1,823	0.00%
296	D R HORTON INC	23331A109	11	$1,539	0.00%
297	ISHARES INC	464286608	15	$708	0.00%
298	ISHARES TR	464287226	5	$485	0.00%