0001085146-23-001840.txt : 20230424
0001085146-23-001840.hdr.sgml : 20230424
20230424141809
ACCESSION NUMBER: 0001085146-23-001840
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20230424
DATE AS OF CHANGE: 20230424
EFFECTIVENESS DATE: 20230424
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Legacy CG, LLC
CENTRAL INDEX KEY: 0001904825
IRS NUMBER: 752799286
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-22450
FILM NUMBER: 23839366
BUSINESS ADDRESS:
STREET 1: 5340 LEGACY DRIVE, STE 165
CITY: PLANO
STATE: TX
ZIP: 75024
BUSINESS PHONE: 972-599-4750
MAIL ADDRESS:
STREET 1: 5340 LEGACY DRIVE, STE 165
CITY: PLANO
STATE: TX
ZIP: 75024
13F-HR
1
primary_doc.xml
X0202
13F-HR
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0001904825
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03-31-2023
03-31-2023
false
Legacy CG, LLC
5340 LEGACY DRIVE, STE 165
PLANO
TX
75024
13F HOLDINGS REPORT
028-22450
000108541
801-57457
N
Steve Wachs
CCO
972-599-4750
/s/Steve Wachs
Plano
TX
04-19-2023
0
42
197872652
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
ALBEMARLE CORP
COM
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2052577
9286
SH
SOLE
135
0
9151
AMAZON COM INC
COM
023135106
5626206
54470
SH
SOLE
611
0
53859
AMERICAN TOWER CORP NEW
COM
03027X100
3370180
16493
SH
SOLE
248
0
16245
APPLE INC
COM
037833100
3756092
22778
SH
SOLE
321
0
22457
APPLIED MATLS INC
COM
038222105
3377457
27497
SH
SOLE
453
0
27044
AUTOMATIC DATA PROCESSING IN
COM
053015103
2928030
13152
SH
SOLE
199
0
12953
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
3940832
12763
SH
SOLE
185
0
12578
CONSTELLATION BRANDS INC
CL A
21036P108
3324649
14718
SH
SOLE
251
0
14467
DOMINION ENERGY INC
COM
25746U109
2011698
35981
SH
SOLE
535
0
35446
ETF SER SOLUTIONS
APTUS COLLRD INV
26922A222
7854834
260180
SH
SOLE
680
0
259500
EXXON MOBIL CORP
COM
30231G102
268338
2447
SH
SOLE
0
0
2447
FIRST TR EXCHNG TRADED FD VI
FT CBOE EQTY BFR
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FT CBOE VEST US
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261146
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257826
HARTFORD FDS EXCHANGE TRADED
MUN OPORTUNITE
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13862799
362853
SH
SOLE
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362853
HARTFORD FDS EXCHANGE TRADED
SCHRODERS COMMOD
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538738
SH
SOLE
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0
532268
HILTON WORLDWIDE HLDGS INC
COM
43300A203
2959679
21010
SH
SOLE
316
0
20694
HONEYWELL INTL INC
COM
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2983574
15611
SH
SOLE
215
0
15396
INVESCO EXCH TRD SLF IDX FD
BULSHS 2023 CB
46138J866
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SOLE
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INVESCO EXCH TRD SLF IDX FD
BULSHS 2024 CB
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SH
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INVESCO EXCH TRD SLF IDX FD
BULSHS 2025 CB
46138J825
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INVESCO EXCH TRD SLF IDX FD
BULSHS 2026 CB
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SH
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INVESCO EXCH TRD SLF IDX FD
BULSHS 2027 CB
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SH
SOLE
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0
177156
INVESCO EXCHANGE TRADED FD T
S&P 500 GARP ETF
46137V431
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17928
SH
SOLE
0
0
17928
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
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SH
SOLE
1050
0
86536
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT INC
46641Q837
13342093
265145
SH
SOLE
0
0
265145
MERCK & CO INC
COM
58933Y105
3908024
36733
SH
SOLE
520
0
36213
MICROSOFT CORP
COM
594918104
4616260
16012
SH
SOLE
229
0
15783
MOTOROLA SOLUTIONS INC
COM NEW
620076307
3505951
12253
SH
SOLE
177
0
12076
PACER FDS TR
US CASH COWS 100
69374H881
15817694
336905
SH
SOLE
4975
0
331930
PIONEER NAT RES CO
COM
723787107
3397532
16635
SH
SOLE
290
0
16345
PROLOGIS INC.
COM
74340W103
2362894
18938
SH
SOLE
280
0
18658
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
2724119
27817
SH
SOLE
485
0
27332
SPDR INDEX SHS FDS
MSCI EAFE STRTGC
78463X434
1361474
19640
SH
SOLE
0
0
19640
SPDR SER TR
PORTFOLIO SHORT
78464A474
1341817
45286
SH
SOLE
0
0
45286
TE CONNECTIVITY LTD
SHS
H84989104
3206486
24449
SH
SOLE
371
0
24078
THERMO FISHER SCIENTIFIC INC
COM
883556102
2070897
3593
SH
SOLE
60
0
3533
TJX COS INC NEW
COM
872540109
2096052
26749
SH
SOLE
410
0
26339
UNITED PARCEL SERVICE INC
CL B
911312106
3388811
17469
SH
SOLE
249
0
17220
UNITEDHEALTH GROUP INC
COM
91324P102
3673915
7774
SH
SOLE
116
0
7658
VICTORY PORTFOLIOS II
VCTRYSHS USAA CR
92647N535
9960972
203078
SH
SOLE
0
0
203078
VISA INC
COM CL A
92826C839
4034156
17893
SH
SOLE
263
0
17630
ZOETIS INC
CL A
98978V103
2955642
17758
SH
SOLE
250
0
17508