
LEGACY CG, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | DVN | 121K | $4.24M |
![]() | CVS | 82K | $6.19M |
![]() | WMT | 71K | $7.29M |
![]() | NEE | 51K | $3.82M |
![]() | AMZN | 50K | $11.03M |
![]() | UBER | 49K | $4.80M |
![]() | NVDA | 43K | $7.97M |
![]() | GOOG | 40K | $9.69M |
![]() | JCI | 36K | $3.91M |
![]() | ORCL | 33K | $9.20M |
![]() | WELL | 32K | $5.77M |
![]() | ABBV | 28K | $6.45M |
![]() | PEP | 25K | $3.53M |
![]() | AVGO | 24K | $7.95M |
![]() | AAPL | 22K | $5.54M |
![]() | JPM | 21K | $6.67M |
![]() | V | 20K | $6.73M |
![]() | BRK-B | 17K | $8.48M |
![]() | MSFT | 16K | $8.12M |
![]() | MSI | 14K | $6.40M |

Devon Energy Corporation
DVN
Shares Held
121K
Value
$4.24M

CVS Health Corporation
CVS
Shares Held
82K
Value
$6.19M

Walmart Inc.
WMT
Shares Held
71K
Value
$7.29M

NextEra Energy, Inc.
NEE
Shares Held
51K
Value
$3.82M

Amazon.com, Inc.
AMZN
Shares Held
50K
Value
$11.03M

Uber Technologies, Inc.
UBER
Shares Held
49K
Value
$4.80M

NVIDIA Corporation
NVDA
Shares Held
43K
Value
$7.97M

Alphabet Inc.
GOOG
Shares Held
40K
Value
$9.69M

Johnson Controls International plc
JCI
Shares Held
36K
Value
$3.91M

Oracle Corporation
ORCL
Shares Held
33K
Value
$9.20M

Welltower Inc.
WELL
Shares Held
32K
Value
$5.77M

AbbVie Inc.
ABBV
Shares Held
28K
Value
$6.45M

PepsiCo, Inc.
PEP
Shares Held
25K
Value
$3.53M

Broadcom Inc.
AVGO
Shares Held
24K
Value
$7.95M

Apple Inc.
AAPL
Shares Held
22K
Value
$5.54M

JPMorgan Chase & Co.
JPM
Shares Held
21K
Value
$6.67M

Visa Inc.
V
Shares Held
20K
Value
$6.73M

Berkshire Hathaway Inc.
BRK-B
Shares Held
17K
Value
$8.48M

Microsoft Corporation
MSFT
Shares Held
16K
Value
$8.12M

Motorola Solutions, Inc.
MSI
Shares Held
14K
Value
$6.40M
