0001398344-23-002836.txt : 20230213 0001398344-23-002836.hdr.sgml : 20230213 20230213101252 ACCESSION NUMBER: 0001398344-23-002836 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230213 DATE AS OF CHANGE: 20230213 EFFECTIVENESS DATE: 20230213 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Legacy CG, LLC CENTRAL INDEX KEY: 0001904825 IRS NUMBER: 752799286 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22450 FILM NUMBER: 23615389 BUSINESS ADDRESS: STREET 1: 5340 LEGACY DRIVE, STE 165 CITY: PLANO STATE: TX ZIP: 75024 BUSINESS PHONE: 972-599-4750 MAIL ADDRESS: STREET 1: 5340 LEGACY DRIVE, STE 165 CITY: PLANO STATE: TX ZIP: 75024 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001904825 XXXXXXXX 12-31-2022 12-31-2022 false Legacy CG, LLC

5340 LEGACY DRIVE, STE 165 PLANO TX 75024

13F HOLDINGS REPORT 028-22450 000108541 801-57457 N Steve Wachs 972-599-4750 /s/ Steve Wachs Plano TX 02-09-2023 0 42 170548383 INFORMATION TABLE 2 fp0081976-1_13fhr-table.xml ALBEMARLE CORP COM 012653101 1844394 8505 SH SOLE 135 0 8370 AMAZON COM INC COM 023135106 4334148 51597 SH SOLE 611 0 50986 AMERICAN TOWER CORP NEW COM 03027X100 3428530 16183 SH SOLE 248 0 15935 APPLE INC COM 037833100 2914850 22434 SH SOLE 321 0 22113 APPLIED MATLS INC COM 038222105 2663148 27348 SH SOLE 453 0 26895 AUTOMATIC DATA PROCESSING IN COM 053015103 2714405 11364 SH SOLE 177 0 11187 AUTOZONE INC COM 053332102 258949 105 SH SOLE 0 0 105 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3856308 12484 SH SOLE 185 0 12299 CONSTELLATION BRANDS INC CL A 21036P108 3216922 13881 SH SOLE 202 0 13679 DOMINION ENERGY INC COM 25746U109 2046616 33376 SH SOLE 535 0 32841 ETF SER SOLUTIONS APTUS COLLARED 26922A222 7590795 263295 SH SOLE 0 0 263295 EXXON MOBIL CORP COM 30231G102 269904 2447 SH SOLE 0 0 2447 FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQT 33740F722 8061419 223308 SH SOLE 3060 0 220248 FIRST TR EXCHNG TRADED FD VI FT CBOE VEST US 33740U307 8065165 240967 SH SOLE 3320 0 237647 HARTFORD FDS EXCHANGE TRADED MUN OPORTUNITE 41653L503 12586281 335098 SH SOLE 0 0 335098 HARTFORD FDS EXCHANGE TRADED SCHRODERS COMMOD 41653L867 8055122 477907 SH SOLE 6470 0 471437 HILTON WORLDWIDE HLDGS INC COM 43300A203 2581282 20428 SH SOLE 316 0 20112 HONEYWELL INTL INC COM 438516106 3293577 15369 SH SOLE 215 0 15154 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 3919777 186834 SH SOLE 0 0 186834 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 3904747 190614 SH SOLE 0 0 190614 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 3400639 168850 SH SOLE 0 0 168850 INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791 3404021 179869 SH SOLE 0 0 179869 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 4205670 29775 SH SOLE 0 0 29775 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 12692695 253196 SH SOLE 0 0 253196 MERCK & CO INC COM 58933Y105 3949709 35599 SH SOLE 451 0 35148 MICROSOFT CORP COM 594918104 3743111 15608 SH SOLE 229 0 15379 MOTOROLA SOLUTIONS INC COM NEW 620076307 3143804 12199 SH SOLE 157 0 12042 PACER FDS TR US CASH COWS 100 69374H881 13872138 299938 SH SOLE 4340 0 295598 PIONEER NAT RES CO COM 723787107 3224410 14118 SH SOLE 235 0 13883 PROLOGIS INC. COM 74340W103 2026773 17979 SH SOLE 280 0 17699 RAYTHEON TECHNOLOGIES CORP COM 75513E101 2822127 27964 SH SOLE 485 0 27479 SPDR INDEX SHS FDS MSCI EAFE STRTGC 78463X434 1193954 18626 SH SOLE 0 0 18626 SPDR SER TR PORTFOLIO SHORT 78464A474 1372446 46714 SH SOLE 0 0 46714 SPDR SER TR PRTFLO S&P500 GW 78464A409 948916 18727 SH SOLE 0 0 18727 TE CONNECTIVITY LTD SHS H84989104 2760022 24042 SH SOLE 330 0 23712 THERMO FISHER SCIENTIFIC INC COM 883556102 1974224 3585 SH SOLE 45 0 3540 TJX COS INC NEW COM 872540109 1960787 24633 SH SOLE 410 0 24223 UNITED PARCEL SERVICE INC CL B 911312106 2994916 17228 SH SOLE 249 0 16979 UNITEDHEALTH GROUP INC COM 91324P102 3815705 7197 SH SOLE 88 0 7109 VICTORY PORTFOLIOS II VCTRYSHS USAA CR 92647N535 5049860 103821 SH SOLE 0 0 103821 VISA INC COM CL A 92826C839 3688571 17754 SH SOLE 263 0 17491 ZOETIS INC CL A 98978V103 2697546 18407 SH SOLE 250 0 18157