Latest New Legacy Group, LLC Stock Portfolio
$36.57Million
About New Legacy Group, LLC and 13F Hedge Fund Stock Holdings
New Legacy Group, LLC is a hedge fund based in New York, NY. On 2023-11-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, New Legacy Group, LLC reported an equity portfolio of $36.6 Millions as of 30 Sep, 2023. <br><br> The top stock holdings of New Legacy Group, LLC are SPY, META, UBER. The fund has invested 21.5% of it's portfolio in SPDR S&P 500 ETF TR and 19.9% of portfolio in META PLATFORMS INC. <br><br> The fund managers got completely rid off ISHARES TR (AGG) stocks. They significantly reduced their stock positions in META PLATFORMS INC (META). New Legacy Group, LLC opened new stock positions in GREEN BRICK PARTNERS INC (GRBK) and JOBY AVIATION INC (JOBY).
New Legacy Group, LLC Equity Portfolio Value
Last Reported on: 14 Nov, 2023
$36.57Million
as of Nov 14, 2023New Buys
| Ticker | $ Bought |
|---|---|
| green brick partners inc | 222,245 |
| joby aviation inc | 72,537 |
New stocks bought by New Legacy Group, LLC
Additions
No additions were made to existing positions by New Legacy Group, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| meta platforms inc | -20.62 |
New Legacy Group, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ishares tr | -209,276 |
New Legacy Group, LLC got rid off the above stocks
New Legacy Group, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of New Legacy Group, LLC
$36.57MTotal Value
29.00Positions
14 Nov, 2023Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
| 2.67% | 5,700 | $975.9K 2.67% | 0%unchanged 0 percentunchanged | ||
 AAXJ Ishares TrIshares TrAAXJ | 7.38% | 36,600 | $2.70M 7.38% | 0%unchanged 0 percentunchanged | |
AAXJ Ishares TrIshares TrAAXJ | 2.44% | 8,800 | $891.7K 2.44% | 0%unchanged 0 percentunchanged | |
AAXJ Ishares TrIshares TrAAXJ | 1.2% | 9,000 | $437.9K 1.2% | 0%unchanged 0 percentunchanged | |
AAXJ Ishares TrIshares TrAAXJ | 1.12% | 8,200 | $408.6K 1.12% | 0%unchanged 0 percentunchanged | |
AAXJ Ishares TrIshares TrAAXJ | 1.05% | 3,400 | $384.7K 1.05% | 0%unchanged 0 percentunchanged | |
AAXJ Ishares TrIshares TrAAXJ | 1% | 7,600 | $365.3K 1% | 0%unchanged 0 percentunchanged | |
 AGG Ishares TrIshares TrAGG | 4.42% | 10,635 | $1.61M 4.42% | 0%unchanged 0 percentunchanged | |
AGG Ishares TrIshares TrAGG | 2.22% | 6,000 | $813.3K 2.22% | 0%unchanged 0 percentunchanged | |
AGG Ishares TrIshares TrAGG | 1.55% | 6,000 | $566.0K 1.55% | 0%unchanged 0 percentunchanged | |
AGG Ishares TrIshares TrAGG | 1.32% | 7,000 | $482.4K 1.32% | 0%unchanged 0 percentunchanged | |
AGG Ishares TrIshares TrAGG | 0.97% | 1,035 | $353.2K 0.97% | 0%unchanged 0 percentunchanged | |
AGG Ishares TrIshares TrAGG | 0.77% | 4,200 | $281.2K 0.77% | 0%unchanged 0 percentunchanged | |
AGG Ishares TrIshares TrAGG | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 AGGY Wisdomtree TrWisdomtree TrAGGY | 2.16% | 20,000 | $790.0K 2.16% | 0%unchanged 0 percentunchanged | |
 AGNG Global X FdsGlobal X FdsAGNG | 3.04% | 26,200 | $1.11M 3.04% | 0%unchanged 0 percentunchanged | |
 AGZD Wisdomtree TrWisdomtree TrAGZD | 2.13% | 10,000 | $780.6K 2.13% | 0%unchanged 0 percentunchanged | |
 BIL Spdr Ser TrSpdr Ser TrBIL | 0.8% | 2,299 | $291.7K 0.8% | 0%unchanged 0 percentunchanged | |
BIL Spdr Ser TrSpdr Ser TrBIL | 0.56% | 2,805 | $204.8K 0.56% | 0%unchanged 0 percentunchanged | |
 GLD Spdr Gold TrSpdr Gold TrGLD | 3.28% | 7,000 | $1.20M 3.28% | 0%unchanged 0 percentunchanged | |
