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New Legacy Group, LLC Current Holdings: USA Stocks

New Legacy Group, LLC current holdings: USA Stocks

New Legacy Group, LLC reported $0.01 billion in share positions in stocks (listed in the US), 6 positions, in its Form 13F for the quarter ended 2023-09-30; the largest are META, UBER, GLD.

  • META: Country of operation United States; Class CL A; Shares 24,250; Value $7,280,093.
  • UBER: Country of operation United States; Class COM; Shares 75,684; Value $3,480,707.
  • GLD: Country of operation United States; Class GOLD SHS; Shares 7,000; Value $1,200,150.
  • AAPL: Country of operation United States; Class COM; Shares 5,700; Value $975,897.

Form 13F-HR as filed (SEC CIK 1908065): quarter ended 2023-09-30, filed 2023-11-14. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.

Performance is each holding's price change from its close on the 2023-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.

StockCountry of operationClassSharesValue% of listedQuarter endFiledPerformance
META
META PLATFORMS INC
United StatesCL A24,250$7,280,09355.02%2023-09-302023-11-14+146.09%
UBER
UBER TECHNOLOGIES INC
United StatesCOM75,684$3,480,70726.31%2023-09-302023-11-14+50.82%
GLD
SPDR GOLD TR
United StatesGOLD SHS7,000$1,200,1509.07%2023-09-302023-11-14+123.32%
AAPL
APPLE INC
United StatesCOM5,700$975,8977.38%2023-09-302023-11-14
GRBK
GREEN BRICK PARTNERS INC
United StatesCOM5,354$222,2451.68%2023-09-302023-11-14+62.37%
JOBY
JOBY AVIATION INC
United StatesCOMMON STOCK11,246$72,5370.55%2023-09-302023-11-14-7.13%

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