Legacy Financial Group, Inc. Sells in Q2 2025

Legacy Financial Group, Inc.

  • $338 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
OKE
Oneok Inc

Energy
-1.74K
- 3.9%
$78.71 - $100.37 $137K - $175K
43K $3.51B
AAPL
Apple Inc.

Technology
-1.08K
- 2.71%
$172.42 - $223.89 $186K - $241K
38.8K $7.95B
WMT
Walmart Inc.

Consumer Defensive
-10.7K
- 45.21%
$81.79 - $99.98 $878K - $1.07M
13K $1.27B
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-16.8K
- 18.06%
$46.77 - $47.89 $785K - $804K
76.2K $3.61B
WMB
Williams Companies, Inc.

Energy
-12K
- 51.36%
$54.33 - $62.87 $651K - $753K
11.3K $712M
SUB
Ishares Short Term National Mu

ETFs
-4.89K
- 11.51%
$104.77 - $106.34 $512K - $520K
37.6K $4B
V
Visa Inc.

Financial Services
-1.35K
- 64.91%
$308.27 - $373.31 $417K - $505K
731 $260M
CVX
Chevron Corp

Energy
-984
- 31.9%
$133.73 - $168.51 $132K - $166K
2.1K $301M
ABBV
Abb Vie Inc.

Healthcare
-377
- 15.51%
$170.16 - $206.27 $64.2K - $77.8K
2.05K $381M
VNQ
Vanguard Specialized Funds Van

ETFs
-517
- 1.12%
$79.79 - $91.42 $41.3K - $47.3K
45.5K $4.05B
LLY
Eli Lilly & CO

Healthcare
-115
- 30.59%
$713.71 - $898.95 $82.1K - $103K
261 $204M
OPER
ETF Ser Solutions Clearshares

ETFs
-956
- 19.19%
$100.08 - $100.44 $95.7K - $96K
4.03K $403M
JNJ
Johnson & Johnson

Healthcare
-430
- 21.23%
$146.36 - $159.82 $62.9K - $68.7K
1.6K $244M
XOM
Exxon Mobil Corp

Energy
-280
- 6.62%
$99.93 - $119.04 $28K - $33.3K
3.95K $426M
Dimensional ETF Trust
-1.47K
- 23.95%
N/A
4.65K $236M
GOOGL
Alphabet Inc.

Communication Services
-926
- 18.48%
$144.7 - $178.6 $134K - $165K
4.09K $720M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-4.97K
- 6.35%
$24.21 - $29.47 $120K - $147K
73.3K $2.16B
XLE
Energy Sector Spdr

ETFs
-64
- 1.93%
$76.44 - $94.13 $4.89K - $6.02K
3.25K $276M
OGE
Oge Energy Corp.

Utilities
-267
- 3.04%
$42.23 - $46.38 $11.3K - $12.4K
8.52K $378M
CAT
Caterpillar Inc

Industrials
-210
- 18.57%
$273.94 - $388.21 $57.5K - $81.5K
921 $357M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-584
- 1.3%
$49.57 - $50.27 $28.9K - $29.4K
44.4K $2.23B
AMZN
Amazon Com Inc

Consumer Cyclical
-935
- 13.97%
$167.32 - $223.3 $156K - $209K
5.76K $1.26B
COST
Costco Wholesale Corp

Consumer Defensive
-17
- 6.94%
$908.13 - $1056.85 $15.4K - $18K
228 $226M
TSLA
Tesla, Inc.

Consumer Cyclical
-149
- 15.85%
$221.86 - $362.89 $33.1K - $54.1K
791 $251M
SYK
Stryker Corp

Healthcare
-11
- 1.66%
$337.37 - $395.63 $3.71K - $4.35K
650 $257M
XLI
Industrial Sector Spdr

ETFs
-95
- 4.16%
$116.42 - $147.52 $11.1K - $14K
2.19K $323M
JPM
Jpmorgan Chase & CO

Financial Services
-247
- 11.16%
$210.28 - $289.91 $51.9K - $71.6K
1.97K $570M
AXP
American Express CO

Financial Services
-22
- 2.73%
$231.39 - $318.98 $5.09K - $7.02K
785 $250M
PJT
Pjt Partners Inc.

Financial Services
-32
- 2.08%
$125.44 - $166.41 $4.01K - $5.33K
1.5K $248M
XLK
Technology Sector Spdr

ETFs
-158
- 8.54%
$179.73 - $253.23 $28.4K - $40K
1.69K $428M
GOOG
Alphabet Inc.

Communication Services
-896
- 9.18%
$146.58 - $180.01 $131K - $161K
8.86K $1.57B
PM
Philip Morris International Inc.

Consumer Defensive
-124
- 3.72%
$149.23 - $184.95 $18.5K - $22.9K
3.21K $584M
META
Meta Platforms, Inc.

Communication Services
-137
- 13.05%
$484.66 - $738.09 $66.4K - $101K
913 $674M
PLTR
Palantir Technologies Inc.

Technology
-1.44K
- 28.17%
$74.01 - $144.25 $107K - $208K
3.67K $500M
SPY
Spdr S&P 500 ETF Trust

ETFs
-21
- 1.3%
$496.48 - $617.85 $10.4K - $13K
1.6K $988M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-624
- 1.45%
$52.31 - $63.72 $32.6K - $39.8K
42.5K $2.7B
DFAE
Dimensional ETF Tr

ETFs
-9.67K
- 4.34%
$22.87 - $28.95 $221K - $280K
213K $6.17B
NVDA
Nvidia Corp

Technology
-3.07K
- 16.6%
$94.31 - $157.99 $290K - $485K
15.4K $2.44B
SCHX
Schwab Strategic Tr Us Large C

ETFs
-6.15K
- 2.33%
$19.6 - $24.44 $121K - $150K
258K $6.3B
MSFT
Microsoft Corp

Technology
-507
- 7.5%
$354.56 - $497.45 $180K - $252K
6.25K $3.11B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-5.75K
- 0.99%
$29.12 - $35.84 $167K - $206K
574K $20.6B
DFAI
Dimensional ETF Tr

ETFs
-8.76K
- 1.51%
$28.02 - $34.71 $246K - $304K
572K $19.8B
VUG
Vanguard Growth ETF

ETFs
-612
- 0.79%
$329.49 - $438.4 $202K - $268K
77.2K $33.8B
Activity Summary
Buys All Purchases 36 New Holdings 11 Increased Positions 25 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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