Legacy Cg, LLC Top Holdings and 13F Report (2023) → His win rate puts Warren Buffett to shame… (From Investing Daily) (Ad) About Legacy Cg, LLCInvestment ActivityLegacy Cg, LLC has $275.75 million in total holdings as of December 31, 2022.Legacy Cg, LLC owns shares of 42 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 22.00% of the portfolio was purchased this quarter.About 22.71% of the portfolio was sold this quarter.This quarter, Legacy Cg, LLC has purchased 37 new stocks and bought additional shares in 18 stocks.Legacy Cg, LLC sold shares of 16 stocks and completely divested from 2 stocks this quarter.Largest Holdings Principal U.S. Mega-Cap ETF $18,614,867American Century Multisector Income ETF $17,691,564Pacer US Small Cap Cash Cows 100 ETF $16,797,070Innovator U.S. Small Cap Power Buffer ETF - January $16,283,216Innovator U.S. Equity Power Buffer ETF - January $14,352,001 Largest New Holdings this Quarter Innovator U.S. Small Cap Power Buffer ETF - January $16,283,216 HoldingInnovator U.S. Equity Power Buffer ETF - January $14,352,001 HoldingGlobal X Nasdaq 100 Covered Call ETF $5,123,639 HoldingInvesco BulletShares 2029 Corporate Bond ETF $4,772,018 HoldingWalmart $4,286,150 Holding Largest Purchases this Quarter Innovator U.S. Small Cap Power Buffer ETF - January 460,368 shares (about $16.28M)Innovator U.S. Equity Power Buffer ETF - January 366,965 shares (about $14.35M)Global X Nasdaq 100 Covered Call ETF 286,077 shares (about $5.12M)Invesco BulletShares 2029 Corporate Bond ETF 260,766 shares (about $4.77M)Walmart 71,234 shares (about $4.29M) Largest Sales this Quarter VanEck Morningstar Wide Moat ETF 125,441 shares (about $11.28M)Keurig Dr Pepper 147,941 shares (about $4.54M)Invesco BulletShares 2025 Corporate Bond ETF 212,875 shares (about $4.35M)Automatic Data Processing 14,658 shares (about $3.66M)SPDR Bloomberg 3-12 Month T-Bill ETF 29,243 shares (about $2.91M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLegacy Cg, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorUSMCPrincipal U.S. Mega-Cap ETF$18,614,867$1,693,750 ▲10.0%362,4396.8%ManufacturingMUSIAmerican Century Multisector Income ETF$17,691,564$1,792,724 ▲11.3%407,6206.4%ETFCALFPacer US Small Cap Cash Cows 100 ETF$16,797,070$794,277 ▲5.0%341,6826.1%ETFKJANInnovator U.S. Small Cap Power Buffer ETF - January$16,283,216$16,283,216 ▲New Holding460,3685.9%ETFPJANInnovator U.S. Equity Power Buffer ETF - January$14,352,001$14,352,001 ▲New Holding366,9655.2%ETFUSTBVictoryShares Short-Term Bond ETF$14,058,725$711,422 ▼-4.8%282,1345.1%ETFHMOPHartford Municipal Opportunities ETF$11,015,568$2,091,146 ▼-16.0%283,6144.0%ETFAMZNAmazon.com$9,862,818$174,427 ▼-1.7%54,6783.6%Retail/WholesaleBILSSPDR Bloomberg 3-12 Month T-Bill ETF$9,109,656$2,907,339 ▼-24.2%91,6283.3%ETFMOATVanEck Morningstar Wide Moat ETF$7,646,091$11,277,155 ▼-59.6%85,0512.8%ETFMSFTMicrosoft$6,651,583$379,069 ▼-5.4%15,8102.4%Computer and TechnologyGOOGAlphabet$6,605,952$116,022 ▲1.8%43,3862.4%Computer and TechnologyVVisa$6,508,704$382,340 ▼-5.5%23,3222.4%Business ServicesBRK.BBerkshire Hathaway$6,401,996$520,183 ▲8.8%15,2242.3%FinanceAMGNAmgen$6,321,571$23,314 ▲0.4%22,2342.3%MedicalFANGDiamondback Energy$6,273,864$77,286 ▼-1.2%31,6592.3%Oils/EnergyJPMJPMorgan Chase & Co.$6,267,788$140,611 ▼-2.2%31,2922.3%FinanceMRKMerck & Co., Inc.$6,211,546$396 ▲0.0%47,0752.3%MedicalAMATApplied Materials$5,686,998$61,457 ▲1.1%27,5762.1%Computer and TechnologyCATCaterpillar$5,602,348$174,054 ▲3.2%15,2892.0%Industrial ProductsMSIMotorola Solutions$5,452,493$129,568 ▲2.4%15,3602.0%Computer and TechnologyLOWLowe's Companies$5,294,054$551,490 ▼-9.4%20,7831.9%Retail/WholesaleQYLDGlobal X Nasdaq 100 Covered Call ETF$5,123,639$5,123,639 ▲New Holding286,0771.9%ManufacturingBSCSInvesco BulletShares 2028 Corporate Bond ETF$5,113,615$228,437 ▲4.7%254,7891.9%ETFBSCQInvesco BulletShares 2026 Corporate Bond ETF$5,072,324$217,323 ▲4.5%264,0461.8%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$5,036,889$229,011 ▲4.8%261,1141.8%ETFBSCTInvesco BulletShares 2029 Corporate Bond ETF$4,772,018$4,772,018 ▲New Holding260,7661.7%ETFUNHUnitedHealth Group$4,741,205$107,350 ▲2.3%9,5841.7%MedicalORCLOracle$4,506,761$503,822 ▲12.6%35,8791.6%Computer and TechnologyTELTE Connectivity$4,488,394$40,958 ▲0.9%30,9031.6%Computer and TechnologyWMTWalmart$4,286,150$4,286,150 ▲New Holding71,2341.6%Retail/WholesaleACNAccenture$4,226,216$334,479 ▲8.6%12,1931.5%Business ServicesOSEAHarbor International Compounders ETF$4,172,915$4,172,915 ▲New Holding152,5931.5%ETFAAPLApple$4,033,381$712,328 ▲21.4%23,5211.5%Computer and TechnologyCARRCarrier Global$3,990,566$3,990,566 ▲New Holding68,6491.4%Computer and TechnologyCSXCSX$3,874,482$4,411 ▼-0.1%104,5181.4%TransportationDFIVDimensional International Value ETF$1,267,581$24,696 ▼-1.9%34,4920.5%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$804,011$204,378 ▼-20.3%24,5950.3%ETFBSCPInvesco BulletShares 2025 Corporate Bond ETF$497,757$4,349,040 ▼-89.7%24,3640.2%ETFADPAutomatic Data Processing$412,820$3,660,687 ▼-89.9%1,6530.1%Business ServicesKDPKeurig Dr Pepper$336,818$4,537,351 ▼-93.1%10,9820.1%Consumer StaplesXOMExxon Mobil$284,4390.0%2,4470.1%Oils/EnergyGJUNFT Cboe Vest U.S. Equity Moderate Buffer ETF - June$0$21,103,053 ▼-100.0%00.0%ETFKJULInnovator U.S. Small Cap Power Buffer ETF - July$0$10,042,516 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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