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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
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -0.05%
0.97%
$1.8M
8,535 shares@ $210.87 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
QCOMQualcomm Inc
Recent Activity
Decreased -0.24%
0.94%
$1.728M
10,162 shares@ $170.06 avg price
DEDeere & Co
Recent Activity
Decreased -0.19%
0.92%
$1.705M
4,086 shares@ $417.34 avg price
IWOIshares Tr
Recent Activity
0.92%
$1.694M
5,965 shares@ $284.0 avg price
ASMLAsml Holding N V
Recent Activity
0.9%
$1.662M
1,995 shares@ $833.26 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
IWNIshares Tr
Recent Activity
0.88%
$1.623M
9,730 shares@ $166.83 avg price