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Carolyn Zuendel

@Legacy Bridge, Llc

Latest period2024 - Q3ReportedManaged Assets$185.699MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
PLTRPalantir Technologies Inc
Recent Activity
Increased 0.66%
1.14%
$2.116M
56,880 shares@ $37.2 avg price
AAPLApple Inc
Recent Activity
Increased 0.21%
1.13%
$2.082M
8,934 shares@ $233.0 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Increased 0.19%
1.04%
$1.919M
11,052 shares@ $173.68 avg price
XBISpdr Ser Tr
Recent Activity
Increased 0.05%
1.02%
$1.89M
19,129 shares@ $98.81 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 1.16%
0.94%
$1.741M
32,971 shares@ $52.82 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 0.21%
0.94%
$1.735M
2,968 shares@ $584.69 avg price
FSLRFirst Solar Inc
Recent Activity
Increased 0.23%
0.89%
$1.644M
6,592 shares@ $249.45 avg price
EQIXEquinix Inc
Recent Activity
Increased 0.44%
0.88%
$1.623M
1,829 shares@ $887.64 avg price
WSMWilliams Sonoma Inc
Recent Activity
Increased 100%
0.87%
$1.611M
10,396 shares@ $154.93 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 0.2%
0.83%
$1.524M
13,005 shares@ $117.23 avg price