Legacy Financial Group, Inc. Reduced Holdings in Q4 2024

Legacy Financial Group, Inc.

  • $311 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-5.07K
- 5.08%
$47.65 - $48.6 $242K - $246K
94.6K $4.52B
DFAE
Dimensional ETF Tr

ETFs
-304
- 0.13%
$25.36 - $28.15 $7.71K - $8.56K
229K $5.8B
VNQ
Vanguard Specialized Funds Van

ETFs
-122
- 0.27%
$87.85 - $98.6 $10.7K - $12K
45.8K $4.08B
DFAT
Dimensional ETF Tr U S Target

ETFs
-4.91K
- 2.93%
$54.54 - $61.04 $268K - $300K
163K $9.07B
SUB
Ishares Short Term National Mu

ETFs
-963
- 2.16%
$104.94 - $106.2 $101K - $102K
43.6K $4.6B
ABBV
Abb Vie Inc.

Healthcare
-13
- 0.53%
$164.99 - $203.87 $2.14K - $2.65K
2.44K $434M
Dimensional ETF Trust
-1.23K
- 15.52%
N/A
6.69K $338M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-133
- 22.7%
$521.84 - $558.82 $69.4K - $74.3K
453 $244M
PM
Philip Morris International Inc.

Consumer Defensive
-57
- 1.61%
$118.38 - $133.06 $6.75K - $7.58K
3.48K $419M
XOM
Exxon Mobil Corp

Energy
-86
- 1.98%
$105.51 - $125.37 $9.07K - $10.8K
4.26K $459M
SPY
Spdr S&P 500 ETF Trust

ETFs
-122
- 6.99%
$567.81 - $607.81 $69.3K - $74.2K
1.62K $951M
JNJ
Johnson & Johnson

Healthcare
-17
- 0.82%
$143.34 - $165.86 $2.44K - $2.82K
2.06K $298M
DIS
Walt Disney CO

Communication Services
-587
- 24.36%
$92.39 - $117.6 $54.2K - $69K
1.82K $203M
OPER
ETF Ser Solutions Clearshares

ETFs
-247
- 3.61%
$100.03 - $100.53 $24.7K - $24.8K
6.59K $660M
COP
Conocophillips

Energy
-14
- 0.63%
$95.12 - $114.72 $1.33K - $1.61K
2.21K $219M
CAT
Caterpillar Inc

Industrials
-18
- 1.66%
$360.37 - $416.88 $6.49K - $7.5K
1.07K $386M
CVX
Chevron Corp

Energy
-52
- 1.64%
$141.15 - $162.53 $7.34K - $8.45K
3.11K $451M
MRK
Merck & Co., Inc.

Healthcare
-19
- 0.85%
$96.31 - $114.76 $1.83K - $2.18K
2.21K $220M
WMB
Williams Companies, Inc.

Energy
-540
- 4.34%
$46.37 - $59.74 $25K - $32.3K
11.9K $644M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-10.1K
- 1.69%
$33.92 - $36.6 $342K - $369K
588K $20.3B
SYK
Stryker Corp

Healthcare
-12
- 1.7%
$345.14 - $392.15 $4.14K - $4.71K
692 $249M
COST
Costco Wholesale Corp

Consumer Defensive
-2
- 0.8%
$873.59 - $994.69 $1.75K - $1.99K
249 $228M
NVDA
Nvidia Corp

Technology
-135
- 0.71%
$117.0 - $148.88 $15.8K - $20.1K
18.8K $2.52B
META
Meta Platforms, Inc.

Communication Services
-3
- 0.34%
$554.08 - $632.68 $1.66K - $1.9K
869 $509M
V
Visa Inc.

Financial Services
-8
- 0.75%
$273.87 - $320.91 $2.19K - $2.57K
1.06K $334M
JPM
Jpmorgan Chase & CO

Financial Services
-18
- 0.81%
$205.18 - $250.29 $3.69K - $4.51K
2.21K $530M
OKE
Oneok Inc

Energy
-1.17K
- 2.5%
$92.28 - $117.05 $108K - $137K
45.7K $4.59B
WMT
Walmart Inc.

Consumer Defensive
-306
- 2.87%
$79.1 - $95.7 $24.2K - $29.3K
10.3K $934M
TSLA
Tesla, Inc.

Consumer Cyclical
-24
- 2.45%
$213.65 - $479.86 $5.13K - $11.5K
957 $386M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-2.24K
- 0.81%
$22.4 - $68.28 $50.2K - $153K
273K $6.33B
GOOG
Alphabet Inc.

Communication Services
-49
- 0.5%
$163.08 - $198.16 $7.99K - $9.71K
9.77K $1.86B
DFAU
Dimensional ETF Tr

ETFs
-2.16K
- 0.75%
$39.27 - $42.38 $84.9K - $91.6K
288K $11.7B
Activity Summary
Buys All Purchases 40 New Holdings 9 Increased Positions 31 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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