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New Legacy Group, Llc

13F Holdings
Filed: 2023-11-14
Portfolio Value
36.57M
Number of Holdings
lock info
Reporting Date
2023-09-30
Key Stats trending_flat
CIK
0001908065
Filing Date
2023-11-14 00:00:00
Address
275 Madison Ave
New York
NY
Prior Value
-
Top 10 Holdings %
lock
Portfolio Value
New Legacy Group, Llc
(13F - 2023-09-30)
Spdr S&p 500 Etf Tr
SPY
2023-11-14
Value
7.86M
Shares
18.39K
Portfolio %
21.49%
Meta Platforms Inc
META
2023-11-14
Value
7.28M
Shares
24.25K
Portfolio %
19.90%
Uber Technologies Inc
UBER
2023-11-14
Value
3.48M
Shares
75.68K
Portfolio %
9.52%
Ishares Tr
HYG
2023-11-14
Value
2.70M
Shares
36.60K
Portfolio %
7.38%
Vanguard Intl Equity Index F
VWO
2023-11-14
Value
2.01M
Shares
51.33K
Portfolio %
5.50%
Ishares Tr
IWD
2023-11-14
Value
1.61M
Shares
10.63K
Portfolio %
4.41%
Spdr Gold Tr
GLD
2023-11-14
Value
1.20M
Shares
7.00K
Portfolio %
3.28%
Global X Fds
MLPX
2023-11-14
Value
1.11M
Shares
26.20K
Portfolio %
3.04%
Apple Inc
AAPL
2023-11-14
Value
975.90K
Shares
5.70K
Portfolio %
2.67%
Ishares Tr
GVI
2023-11-14
Value
891.70K
Shares
8.80K
Portfolio %
2.44%
New Legacy Group, Llc (13F - 2023-09-30)
Company Ticker Type Shares Value Current % Previous % % Change $ Change $ Change % Shares Change Status Qtr End Price Filing Date