Legacy Financial Group, Inc. Incresed Positions in Q3 2024

Legacy Financial Group, Inc.

  • $294 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AVUS
American Centy ETF Tr Avantis

ETFs
28.2K
+ 13.03%
$86.27 - $95.15 $2.44M - $2.69M
245K $23.2B
DFAX
Dimensional ETF Tr
70.6K
+ 15.49%
$24.29 - $27.25 $1.72M - $1.93M
527K $13.6B
VUG
Vanguard Growth ETF

ETFs
3.3K
+ 4.47%
$341.08 - $391.94 $1.13M - $1.29M
77.1K $29.5B
DFUS
Dimensional ETF Tr U S Equity

ETFs
24K
+ 16.03%
$56.04 - $62.2 $1.34M - $1.49M
174K $10.7B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
39.6K
+ 19.06%
$41.34 - $43.55 $1.64M - $1.72M
247K $10.4B
DUHP
Dimensional ETF Tr Dimensional

ETFs
28.1K
+ 7.82%
$30.74 - $34.07 $864K - $958K
387K $13B
BNDX
Vanguard Total International B

ETFs
25.1K
+ 19.09%
$48.42 - $50.35 $1.22M - $1.27M
157K $7.81B
DFSD
Dimensional ETF Tr Short Durat

ETFs
22.2K
+ 6.65%
$47.0 - $47.84 $1.04M - $1.06M
356K $16.8B
OKE
Oneok Inc

Energy
3.84K
+ 8.92%
$78.62 - $95.27 $302K - $366K
46.9K $4.55B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
361
+ 0.08%
$38.51 - $41.69 $13.9K - $15.1K
440K $18.2B
AAPL
Apple Inc.

Technology
1.4K
+ 4.06%
$207.23 - $234.82 $290K - $329K
35.9K $8.11B
DFAU
Dimensional ETF Tr

ETFs
4.26K
+ 1.49%
$35.8 - $39.69 $153K - $169K
290K $11.4B
NVDA
Nvidia Corp

Technology
3.55K
+ 23.06%
$98.91 - $134.91 $351K - $479K
18.9K $2.51B
VNQ
Vanguard Specialized Funds Van

ETFs
1.38K
+ 3.11%
$82.97 - $98.97 $115K - $137K
45.9K $4.32B
AVLV
American Centy ETF Tr Avantis
8.09K
+ 52.83%
$60.05 - $65.83 $486K - $532K
23.4K $1.54B
DFAR
Dimensional ETF Tr Dimensional

ETFs
6.47K
+ 4.11%
$21.91 - $26.03 $142K - $168K
164K $4.06B
SPY
Spdr S&P 500 ETF Trust

ETFs
940
+ 116.77%
$517.38 - $573.86 $486K - $539K
1.75K $992M
DFAI
Dimensional ETF Tr

ETFs
7.37K
+ 1.31%
$28.69 - $32.06 $211K - $236K
571K $17.2B
DFAS
Dimensional ETF Tr U S Small C

ETFs
5.56K
+ 16.77%
$59.25 - $65.33 $329K - $363K
38.7K $2.47B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
12.7K
+ 17.59%
$25.21 - $28.46 $320K - $362K
85K $2.31B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
197
+ 3.27%
$405.19 - $478.57 $79.8K - $94.3K
6.23K $2.81B
WMT
Walmart Inc.

Consumer Defensive
2.07K
+ 24.14%
$66.91 - $81.4 $139K - $169K
10.6K $873M
DFSV
Dimensional ETF Tr Dimensional

ETFs
5.64K
+ 8.31%
$28.25 - $31.7 $159K - $179K
73.5K $2.23B
AMZN
Amazon Com Inc

Consumer Cyclical
1.58K
+ 33.97%
$161.02 - $200.0 $254K - $315K
6.21K $1.16B
GOOGL
Alphabet Inc.

Communication Services
1.72K
+ 48.46%
$148.65 - $191.18 $255K - $328K
5.26K $900M
PM
Philip Morris International Inc.

Consumer Defensive
886
+ 33.38%
$101.25 - $127.45 $89.7K - $113K
3.54K $470M
JPM
Jpmorgan Chase & CO

Financial Services
673
+ 43.2%
$194.9 - $224.8 $131K - $151K
2.23K $495M
MSFT
Microsoft Corp

Technology
929
+ 17.08%
$395.15 - $467.56 $367K - $434K
6.37K $2.59B
META
Meta Platforms, Inc.

Communication Services
177
+ 25.47%
$453.41 - $572.44 $80.3K - $101K
872 $495M
XOM
Exxon Mobil Corp

Energy
1.13K
+ 34.93%
$109.72 - $119.0 $124K - $134K
4.35K $508M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
2.25K
+ 2.31%
$47.7 - $48.54 $108K - $109K
99.7K $4.78B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
183
+ 45.41%
$475.2 - $527.7 $87K - $96.6K
586 $306M
UNH
Unitedhealth Group Inc

Healthcare
128
+ 28.44%
$488.01 - $604.18 $62.5K - $77.3K
578 $326M
DFIC
Dimensional ETF Tr Dimensional

ETFs
3.01K
+ 9.04%
$25.36 - $28.37 $76.3K - $85.4K
36.3K $971M
PG
Procter & Gamble CO

Consumer Defensive
531
+ 39.13%
$160.76 - $177.82 $85.4K - $94.4K
1.89K $312M
SCHX
Schwab Strategic Tr Us Large C

ETFs
180K
+ 190.06%
$61.11 - $67.85 $11M - $12.2M
275K $6.18B
CVX
Chevron Corp

Energy
657
+ 26.22%
$137.88 - $161.97 $90.6K - $106K
3.16K $471M
OGE
Oge Energy Corp.

Utilities
37
+ 0.24%
$35.12 - $41.18 $1.3K - $1.52K
15.5K $619M
Dimensional ETF Trust
1.21K
+ 18.08%
N/A
7.92K $401M
IVV
Ishares Core S&P 500 ETF

ETFs
48
+ 3.58%
$520.18 - $576.82 $25K - $27.7K
1.39K $793M
CAT
Caterpillar Inc

Industrials
6
+ 0.56%
$316.8 - $391.12 $1.9K - $2.35K
1.08K $407M
AVUV
American Centy ETF Tr Avantis

ETFs
113
+ 1.72%
$88.24 - $99.7 $9.97K - $11.3K
6.69K $634M
COP
Conocophillips

Energy
437
+ 24.48%
$102.3 - $116.61 $44.7K - $51K
2.22K $243M
MRK
Merck & Co., Inc.

Healthcare
559
+ 33.39%
$111.15 - $128.97 $62.1K - $72.1K
2.23K $228M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
29
+ 0.07%
$48.06 - $49.39 $1.39K - $1.43K
44.6K $2.18B
QQQ
Invesco Qqq Trust, Series 1

ETFs
10
+ 1.16%
$434.77 - $502.96 $4.35K - $5.03K
874 $423M
VGT
Vanguard Information Technolog

ETFs
3
+ 0.78%
$514.43 - $606.85 $1.54K - $1.82K
390 $227M
DIS
Walt Disney CO

Communication Services
53
+ 2.25%
$85.6 - $98.61 $4.54K - $5.23K
2.41K $232M
Activity Summary
Buys All Purchases 59 New Holdings 10 Increased Positions 49 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Legacy Financial Group, Inc. Portfolio

Follow Legacy Financial Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Legacy Financial Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email