Legacy Financial Group, Inc. Portfolio Holdings

Legacy Financial Group, Inc.

  • $311 Billion
  • Q4 2024

Legacy Financial Group, Inc. has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $311 Billion distributed in 85 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $31.8B, American Centy ETF Tr Avantis with a value of $25.1B, Dimensional ETF Tr U S Core Eq with a value of $20.3B, Dimensional ETF Tr Us Marketwi with a value of $18.2B, and Dimensional ETF Tr Short Durat with a value of $17.7B.

Examining the 13F form we can see an increase of $16.5B in the current position value, from $294B to 311B.

Legacy Financial Group, Inc. is based out at Tulsa, OK

Below you can find more details about Legacy Financial Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $311 Billion
ETFs: $249 Billion
Technology: $17 Billion
Energy: $6.75 Billion
Financial Services: $5.1 Billion
Communication Services: $3.84 Billion
Consumer Cyclical: $2.07 Billion
Consumer Defensive: $1.9 Billion
Healthcare: $1.85 Billion
Other: $1.03 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.99B
$931 Million 0.3% of portfolio
7,942
Q3 2023 Reduced 19.95%
$8.78B
$639 Million 0.21% of portfolio
15,488
Q3 2024 Added 0.24%
$4.29B
$242 Million 0.08% of portfolio
1,536
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 85
  • Current Value $311 Billion
  • Prior Value $294 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 9 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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