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Legacy Bridge, LLC Buys JPMorgan Equity Premium Income ETF, Innovator S&P Investment Grade ...

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Investment company Legacy Bridge, LLC (Current Portfolio) buys JPMorgan Equity Premium Income ETF, Innovator S&P Investment Grade Preferred ETF, Knight-Swift Transportation Holdings Inc, Global X Lithium & Battery Tech ETF, Walmart Inc, sells , NVIDIA Corp, Vanguard Short-Term Government Bond ETF, iShares 0-5 Year TIPS Bond ETF, Schwab Short-Term U.S. Treasury ETF during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Legacy Bridge, LLC. As of 2021Q4, Legacy Bridge, LLC owns 311 stocks with a total value of $192 million. These are the details of the buys and sells.

  • New Purchases: JEPI, EPRF, KNX, LIT, CP, CASY, MPC, VMC, ZBH, KD, JHEM, VGK,

  • Added Positions: WMT, TDTT, IWN, IWS, IWR, RIO, SCHF, CARR, SKX, SMTC, PNC, JCI, BSX, IWM, BLK, EFA, VONV, OTIS, VLO, RHI, NKE, DE, CVX, MDT, HRB, SCHD, CME, VBR,

  • Reduced Positions: NVDA, AVGO, AMD, VGSH, COST, NSIT, DG, STIP, VCSH, TGT, VCIT, SCHO, WK, VXUS, INTU, VEA, MSFT, GM, ANET, CRM, ACN, IVW, PYPL, ARNA, BRK.B, STZ, SPY, EW, WDAY, LOW, TMO, ABT, ALC, ILF, NVS,

  • Sold Out: KSU, L, MDP,


For the details of Legacy Bridge, LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/legacy+bridge%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Legacy Bridge, LLC

  1. West Bancorp Inc (WTBA) - 457,129 shares, 7.40% of the total portfolio. Shares reduced by 0.57%

  2. Apple Inc (AAPL) - 21,248 shares, 1.97% of the total portfolio. Shares reduced by 0.13%

  3. Microsoft Corp (MSFT) - 9,477 shares, 1.66% of the total portfolio. Shares reduced by 1.59%

  4. Vanguard Total International Stock (VXUS) - 47,274 shares, 1.57% of the total portfolio. Shares reduced by 2.07%

  5. Advanced Micro Devices Inc (AMD) - 19,157 shares, 1.44% of the total portfolio. Shares reduced by 14%

New Purchase: JPMorgan Equity Premium Income ETF (JEPI)

Legacy Bridge, LLC initiated holding in JPMorgan Equity Premium Income ETF. The purchase prices were between $58.19 and $63.19, with an estimated average price of $60.84. The stock is now traded at around $61.330000. The impact to a portfolio due to this purchase was 1.05%. The holding were 31,910 shares as of 2021-12-31.

New Purchase: Innovator S&P Investment Grade Preferred ETF (EPRF)

Legacy Bridge, LLC initiated holding in Innovator S&P Investment Grade Preferred ETF. The purchase prices were between $23.36 and $24.23, with an estimated average price of $23.79. The stock is now traded at around $23.589200. The impact to a portfolio due to this purchase was 0.95%. The holding were 76,115 shares as of 2021-12-31.

New Purchase: Knight-Swift Transportation Holdings Inc (KNX)

Legacy Bridge, LLC initiated holding in Knight-Swift Transportation Holdings Inc. The purchase prices were between $47.42 and $61.65, with an estimated average price of $56.77. The stock is now traded at around $56.829300. The impact to a portfolio due to this purchase was 0.75%. The holding were 23,740 shares as of 2021-12-31.

New Purchase: Global X Lithium & Battery Tech ETF (LIT)

Legacy Bridge, LLC initiated holding in Global X Lithium & Battery Tech ETF. The purchase prices were between $78.55 and $96.14, with an estimated average price of $88.63. The stock is now traded at around $82.830000. The impact to a portfolio due to this purchase was 0.42%. The holding were 9,510 shares as of 2021-12-31.

New Purchase: Canadian Pacific Railway Ltd (CP)

Legacy Bridge, LLC initiated holding in Canadian Pacific Railway Ltd. The purchase prices were between $66.43 and $77.89, with an estimated average price of $73.15. The stock is now traded at around $75.410000. The impact to a portfolio due to this purchase was 0.23%. The holding were 6,122 shares as of 2021-12-31.

New Purchase: Marathon Petroleum Corp (MPC)

Legacy Bridge, LLC initiated holding in Marathon Petroleum Corp. The purchase prices were between $60.28 and $68.47, with an estimated average price of $64.26. The stock is now traded at around $73.770000. The impact to a portfolio due to this purchase was 0.02%. The holding were 515 shares as of 2021-12-31.

Added: Walmart Inc (WMT)

Legacy Bridge, LLC added to a holding in Walmart Inc by 57.73%. The purchase prices were between $135.47 and $151.28, with an estimated average price of $143.31. The stock is now traded at around $143.070000. The impact to a portfolio due to this purchase was 0.3%. The holding were 10,738 shares as of 2021-12-31.

Added: Schwab US Dividend Equity ETF (SCHD)

Legacy Bridge, LLC added to a holding in Schwab US Dividend Equity ETF by 39.00%. The purchase prices were between $74.34 and $80.86, with an estimated average price of $77.53. The stock is now traded at around $80.430000. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 139 shares as of 2021-12-31.

Sold Out: (KSU)

Legacy Bridge, LLC sold out a holding in . The sale prices were between $276.49 and $311.4, with an estimated average price of $299.1.

Sold Out: Loews Corp (L)

Legacy Bridge, LLC sold out a holding in Loews Corp. The sale prices were between $53.43 and $58.19, with an estimated average price of $56.76.

Sold Out: (MDP)

Legacy Bridge, LLC sold out a holding in . The sale prices were between $54.43 and $59.07, with an estimated average price of $58.21.



Here is the complete portfolio of Legacy Bridge, LLC. Also check out:

1. Legacy Bridge, LLC's Undervalued Stocks

2. Legacy Bridge, LLC's Top Growth Companies, and

3. Legacy Bridge, LLC's High Yield stocks

4. Stocks that Legacy Bridge, LLC keeps buyingThis article first appeared on GuruFocus.