0001765380-24-000241.txt : 20240722 0001765380-24-000241.hdr.sgml : 20240722 20240722140001 ACCESSION NUMBER: 0001765380-24-000241 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240722 DATE AS OF CHANGE: 20240722 EFFECTIVENESS DATE: 20240722 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Legacy Capital Group California, Inc. CENTRAL INDEX KEY: 0001977092 ORGANIZATION NAME: IRS NUMBER: 942696159 STATE OF INCORPORATION: CA FISCAL YEAR END: 0228 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23223 FILM NUMBER: 241131031 BUSINESS ADDRESS: STREET 1: 459 MONTEREY AVENUE STREET 2: SUITE 100 CITY: LOS GATOS STATE: CA ZIP: 95030 BUSINESS PHONE: 1-408-399-6330 MAIL ADDRESS: STREET 1: 459 MONTEREY AVENUE STREET 2: SUITE 100 CITY: LOS GATOS STATE: CA ZIP: 95030 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001977092 XXXXXXXX 06-30-2024 06-30-2024 Legacy Capital Group California, Inc.

459 MONTEREY AVENUE SUITE 100 LOS GATOS CA 95030

13F HOLDINGS REPORT 028-23223 000111436 801-69566 N Lonny Elfenbein 5139778330 Lonny Elfenbein Cincinnati OH 07-22-2024 0 307 277347668 false INFORMATION TABLE 2 legacy3q2024.xml 3M CO COM 88579Y101 533330 5219 SH SOLE 0 572 0 4647 ABBOTT LABS COM 002824100 749191 7210 SH SOLE 0 812 0 6398 ABERCROMBIE & FITCH CO CL A 002896207 2115762 11897 SH SOLE 0 934 0 10963 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 293625 968 SH SOLE 0 129 0 839 ACUITY BRANDS INC COM 00508Y102 274759 1138 SH SOLE 0 75 0 1063 ADOBE INC COM 00724F101 1345518 2422 SH SOLE 0 167 0 2255 ADVANCED MICRO DEVICES INC COM 007903107 1190621 7340 SH SOLE 0 622 0 6718 AFFIRM HLDGS INC COM CL A 00827B106 1085173 35921 SH SOLE 0 2815 0 33106 AFLAC INC COM 001055102 814686 9122 SH SOLE 0 529 0 8593 AIR PRODS & CHEMS INC COM 009158106 1028071 3984 SH SOLE 0 448 0 3536 AIRBNB INC COM CL A 009066101 534496 3525 SH SOLE 0 125 0 3400 ALBEMARLE CORP COM 012653101 290667 3043 SH SOLE 0 184 0 2859 ALEXANDRIA REAL ESTATE EQ IN COM 015271109 725565 6203 SH SOLE 0 651 0 5552 ALLSTATE CORP COM 020002101 699470 4381 SH SOLE 0 583 0 3798 ALPHABET INC CAP STK CL A 02079K305 1910754 10490 SH SOLE 0 2663 0 7827 ALPHABET INC CAP STK CL C 02079K107 1643760 8962 SH SOLE 0 1316 0 7646 AMAZON COM INC COM 023135106 2025840 10483 SH SOLE 0 1205 0 9278 AMERICAN TOWER CORP NEW COM 03027X100 209736 1079 SH SOLE 0 71 0 1008 AMERIPRISE FINL INC COM 03076C106 1011586 2368 SH SOLE 0 158 0 2210 AMGEN INC COM 031162100 955160 3057 SH SOLE 0 329 0 2728 AMPHENOL CORP NEW CL A 032095101 608688 9035 SH SOLE 0 564 0 8471 APPLE INC COM 037833100 27218517 129230 SH SOLE 0 9884 0 119346 APPLIED MATLS INC COM 038222105 1281426 5430 SH SOLE 0 103 0 5327 ARCHER DANIELS MIDLAND CO COM 039483102 926517 15327 SH SOLE 0 1679 0 13648 AXON ENTERPRISE INC COM 05464C101 201554 685 SH SOLE 0 81 0 604 BANCO SANTANDER S.A. 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81369Y852 351147 4099 SH SOLE 0 493 0 3606 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 712507 3149 SH SOLE 0 285 0 2864 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 1839558 47893 SH SOLE 0 10618 0 37275 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 224892 1543 SH SOLE 0 137 0 1406 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 347147 8444 SH SOLE 0 2079 0 6365 SHERWIN WILLIAMS CO COM 824348106 504048 1689 SH SOLE 0 113 0 1576 SHOPIFY INC CL A 82509L107 579721 8777 SH SOLE 0 299 0 8478 SIMPLIFY EXCHANGE TRADED FUN ENHANCED INM ETF 82889N632 2128151 87578 SH SOLE 0 17307 0 70271 SMARTRENT INC COM CL A 83193G107 169093 70750 SH SOLE 0 10051 0 60699 SNAP ON INC COM 833034101 358954 1373 SH SOLE 0 102 0 1271 SONY GROUP CORP SPONSORED ADR 835699307 218406 2571 SH SOLE 0 146 0 2425 SPDR GOLD TR GOLD SHS 78463V107 353295 1643 SH SOLE 0 1474 0 169 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 1947024 51686 SH SOLE 0 11355 0 40331 SPDR S&P 500 ETF TR TR UNIT 78462F103 579594 1065 SH SOLE 0 435 0 630 SPDR SER TR PRTFLO S&P500 GW 78464A409 286465 3575 SH SOLE 0 1789 0 1786 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 4885541 53231 SH SOLE 0 5566 0 47665 SPDR SER TR BLOOMBERG INVT 78468R200 2313021 74976 SH SOLE 0 16359 0 58618 SPDR SER TR PORTFOLIO S&P500 78464A854 4369662 68276 SH SOLE 0 15008 0 53268 SPDR SER TR PORTFOLI S&P1500 78464A805 1987951 29962 SH SOLE 0 6550 0 23412 SPOTIFY TECHNOLOGY S A SHS L8681T102 2324556 7408 SH SOLE 0 468 0 6940 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 2541426 60800 SH SOLE 0 10561 0 50239 STANTEC INC COM 85472N109 275548 3298 SH SOLE 0 189 0 3109 STARBUCKS CORP COM 855244109 332030 4265 SH SOLE 0 376 0 3889 STELLANTIS N.V SHS N82405106 213923 10777 SH SOLE 0 616 0 10161 STRYKER CORPORATION COM 863667101 535213 1573 SH SOLE 0 50 0 1523 SWEETGREEN INC COM CL A 87043Q108 971533 32234 SH SOLE 0 2552 0 29682 SYNCHRONY FINANCIAL COM 87165B103 534427 11325 SH SOLE 0 1514 0 9811 T-MOBILE US INC COM 872590104 1122795 6373 SH SOLE 0 409 0 5964 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 702366 4041 SH SOLE 0 137 0 3904 TAPESTRY INC COM 876030107 961577 22472 SH SOLE 0 2516 0 19956 TARGET CORP COM 87612E106 796307 5379 SH SOLE 0 252 0 5127 TERRAN ORBITAL CORPORATION COM 88105P103 452292 551575 SH SOLE 0 43536 0 508039 TESLA INC COM 88160R101 408226 2063 SH SOLE 0 1935 0 128 TORONTO DOMINION BK ONT COM NEW 891160509 252541 4595 SH SOLE 0 260 0 4335 TOTALENERGIES SE SPONSORED ADS 89151E109 442955 6643 SH SOLE 0 890 0 5753 TRUIST FINL CORP COM 89832Q109 423620 10904 SH SOLE 0 1456 0 9448 TWIST BIOSCIENCE CORP COM 90184D100 1331447 27018 SH SOLE 0 2135 0 24883 TYSON FOODS INC CL A 902494103 318727 5578 SH SOLE 0 412 0 5166 UBS GROUP AG SHS H42097107 1220918 41331 SH SOLE 0 2564 0 38767 UNILEVER PLC SPON ADR NEW 904767704 774644 14087 SH SOLE 0 1145 0 12942 UNITED RENTALS INC COM 911363109 535492 828 SH SOLE 0 54 0 774 UPSTART HLDGS INC COM 91680M107 810694 34366 SH SOLE 0 2793 0 31573 VALE S A SPONSORED ADS 91912E105 200300 17932 SH SOLE 0 1025 0 16907 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 241418 724 SH SOLE 0 384 0 340 VANGUARD INDEX FDS TOTAL STK MKT 922908769 562116 2101 SH SOLE 0 159 0 1942 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 266313 532 SH SOLE 0 163 0 369 VERIZON COMMUNICATIONS INC COM 92343V104 728133 17656 SH SOLE 0 2022 0 15634 VIRTU FINL INC CL A 928254101 250452 11156 SH SOLE 0 1463 0 9693 VISA INC COM CL A 92826C839 337274 1285 SH SOLE 0 107 0 1178 WALMART INC COM 931142103 1423857 21029 SH SOLE 0 2242 0 18787 WASTE CONNECTIONS INC COM 94106B101 531165 3029 SH SOLE 0 99 0 2930 WASTE MGMT INC DEL COM 94106L109 677781 3177 SH SOLE 0 433 0 2744 WESTLAKE CORPORATION COM 960413102 591155 4082 SH SOLE 0 142 0 3940 WESTROCK CO COM 96145D105 245570 4886 SH SOLE 0 366 0 4520 WHIRLPOOL CORP COM 963320106 733285 7175 SH SOLE 0 788 0 6387 WORLD KINECT CORPORATION COM 981475106 352763 13673 SH SOLE 0 1828 0 11845 XPO INC COM 983793100 1074769 10125 SH SOLE 0 795 0 9330 ZIMMER BIOMET HOLDINGS INC COM 98956P102 245929 2266 SH SOLE 0 151 0 2115 ZIONS BANCORPORATION N A COM 989701107 1145792 26419 SH SOLE 0 2107 0 24312