Carolyn Zuendel

@Legacy Bridge, Llc

Latest period2024 - Q3

Reported2mo 12d ago

Managed Assets$185.699M

Total holdings293

Assets growth rate9.47%

Assets growth rate (2-Q avg)4.36%

Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Legacy Bridge, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 293 positions.

Assets under management

The assets under management (AUM) of Legacy Bridge, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 185.699M in assets, with a quarterly growth rate of 9.47% and a 2-quarter average growth rate of 4.36%. The portfolio is managed by Carolyn Zuendel, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
PREFPrincipal Exchange Traded Fd Recent Activity New Position	1.35%	$2.491M 132,430 shares@ $18.82 avg price	New Position
GEVGe Vernova Inc Recent Activity New Position	0.86%	$1.582M 6,206 shares@ $254.99 avg price	New Position
NDAQNasdaq Inc Recent Activity New Position	0.7%	$1.288M 17,645 shares@ $73.02 avg price	New Position
NFGNational Fuel Gas Co Recent Activity New Position	0.58%	$1.066M 17,595 shares@ $60.62 avg price	New Position
VTWOVanguard Scottsdale Fds Recent Activity New Position	0.55%	$1.012M 11,330 shares@ $89.37 avg price	New Position
KWEBKraneshares Trust Recent Activity New Position	0.45%	$818,692 24,065 shares@ $34.03 avg price	New Position
AMTMAmentum Holdings Inc Recent Activity New Position	0.15%	$265,063 8,219 shares@ $32.26 avg price	New Position
LCWLearn Cw Investment Cor Recent Activity New Position	0.05%	$75,075 7,500 shares@ $10.01 avg price	New Position
MUMicron Technology Inc Recent Activity New Position	0.02%	$23,854 230 shares@ $103.72 avg price	New Position
MDBMongodb Inc Recent Activity New Position	0.01%	$10,003 37 shares@ $270.36 avg price	New Position