Legacy Capital Group California, Inc.

13F Filings History

Latest 13F report: Q4 2024 - Feb 3, 2025
Value $: $328M
Signature - Title: Lonny Elfenbein - Compliance Consultant
Location: Los Gatos, CA
Summary: This page shows a list of all the recent 13F filings made by Legacy Capital Group California, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Legacy Capital Group California, Inc. reported 331 stock holdings with total value $328M as of Q4 2024. Top holdings included AAPL, JPST, NVDA, RBRK, and BIL.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	331	$328M	+$64.7M	-$44M	+$20.6M	AAPL, JPST, NVDA, RBRK, BIL	13F-HR	2/3/2025, 12:23 PM
Q3 2024	312	$301M	+$57.8M	-$47M	+$10.8M	AAPL, JPST, MSFT, BIL, FLRN	13F-HR	10/23/2024, 01:08 PM
Q2 2024	307	$277M	+$38.2M	-$34.2M	+$3.99M	AAPL, JPST, MSFT, BIL, JAAA	13F-HR	7/22/2024, 02:00 PM
Q1 2024	299	$270M	+$43.3M	-$43.9M	-$605K	AAPL, JPST, MSFT, JAAA, FLRN	13F-HR	5/7/2024, 04:06 PM
Q4 2023	272	$259M	+$52.3M	-$47.1M	+$5.13M	AAPL, JPST, BIL, MSFT, JAAA	Restatement	2/13/2024, 04:13 PM
Q3 2023	303	$233M	+$33.1M	-$34.1M	-$1.04M	AAPL, JPST, BIL, JAAA, FLRN	13F-HR	11/6/2023, 12:26 PM
Q2 2023	262	$243M	+$76.9M	-$5.34M	+$71.6M	AAPL, JPST, BIL, SPY, JAAA	13F-HR	8/10/2023, 11:18 AM
Q1 2023	238	$205M				AAPL, BIL, JAAA, FLRN, SPSB	13F-HR	5/11/2023, 09:45 AM