Legacy Solutions, LLC Purchases in Q2 2025

Legacy Solutions, LLC

  • $104 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
10.8K
+ 4.98%
$58.41 - $72.69 $629K - $782K
227K $16.5B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
928
+ 1.81%
$113.67 - $150.4 $105K - $140K
52.3K $7.86B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.97K
+ 3.36%
$32.66 - $40.75 $228K - $284K
214K $8.68B
CGGR
Capital Group Growth ETF Shs C

ETFs
3.21K
+ 2.07%
$30.53 - $40.65 $97.8K - $130K
158K $6.42B
GLD
Spdr Gold Trust

ETFs
3.57K
New
$273.71 - $316.29 $976K - $1.13M
3.57K $1.09B
NVDA
Nvidia Corp

Technology
982
+ 18.96%
$94.31 - $157.99 $92.6K - $155K
6.16K $974M
AVGO
Broadcom Inc.

Technology
214
+ 6.75%
$146.29 - $275.65 $31.3K - $59K
3.39K $933M
CEG
Constellation Energy Corp

Utilities
36
+ 1.15%
$170.96 - $322.76 $6.15K - $11.6K
3.17K $1.02B
MSFT
Microsoft Corp

Technology
301
+ 16.31%
$354.56 - $497.45 $107K - $150K
2.15K $1.07B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.95K
+ 4.24%
$34.72 - $42.74 $102K - $126K
72.6K $3.1B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.42K
+ 1.98%
$81.46 - $94.63 $116K - $135K
73.4K $6.95B
IWF
Ishares Russell 1000 Gr ETF

ETFs
652
New
$320.42 - $421.7 $209K - $275K
652 $277M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.9K
+ 3.96%
$35.35 - $42.68 $103K - $124K
76.1K $3.24B
VUSB
Vanguard Bd Index Fds
4.98K
+ 19.83%
N/A
30.1K $1.5B
XOM
Exxon Mobil Corp

Energy
2.28K
New
$99.93 - $119.04 $228K - $271K
2.28K $245M
IBM
International Business Machines Corp

Technology
816
New
$221.03 - $294.78 $180K - $241K
816 $241M
JPM
Jpmorgan Chase & CO

Financial Services
789
New
$210.28 - $289.91 $166K - $229K
789 $229M
LHX
L3 Harris Technologies, Inc.

Industrials
896
New
$200.21 - $256.99 $179K - $230K
896 $225M
TSLA
Tesla, Inc.

Consumer Cyclical
670
New
$221.86 - $362.89 $149K - $243K
670 $213M
AMT
American Tower Corp

Real Estate
949
New
$203.96 - $228.19 $194K - $217K
949 $210M
CMCSA
Comcast Corp

Communication Services
5.64K
New
$32.84 - $36.72 $185K - $207K
5.64K $201M
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
2.34K
+ 41.48%
$42.44 - $50.03 $99.4K - $117K
7.99K $399M
META
Meta Platforms, Inc.

Communication Services
84
+ 19.67%
$484.66 - $738.09 $40.7K - $62K
511 $377M
GS
Goldman Sachs Group Inc

Financial Services
60
+ 11.9%
$462.22 - $707.75 $27.7K - $42.5K
564 $399M
JCI
Johnson Controls International PLC

Industrials
235
+ 7.78%
$71.14 - $105.62 $16.7K - $24.8K
3.25K $344M
AMZN
Amazon Com Inc

Consumer Cyclical
207
+ 10.92%
$167.32 - $223.3 $34.6K - $46.2K
2.1K $461M
GOOGL
Alphabet Inc.

Communication Services
317
+ 15.76%
$144.7 - $178.6 $45.9K - $56.6K
2.33K $410M
MS
Morgan Stanley

Financial Services
198
+ 6.88%
$99.83 - $140.86 $19.8K - $27.9K
3.08K $433M
C
Citigroup Inc

Financial Services
414
+ 11.06%
$58.13 - $85.12 $24.1K - $35.2K
4.16K $354M
WMT
Walmart Inc.

Consumer Defensive
351
+ 10.25%
$81.79 - $99.98 $28.7K - $35.1K
3.77K $369M
SPY
Spdr S&P 500 ETF Trust

ETFs
28
+ 3.39%
$496.48 - $617.85 $13.9K - $17.3K
854 $528M
RTX
Raytheon Technologies Corp

Industrials
185
+ 7.41%
$113.75 - $148.48 $21K - $27.5K
2.68K $391M
QJUN
First Tr ETF
673
+ 8.34%
$24.35 - $29.57 $16.4K - $19.9K
8.74K $259M
HTRB
Hartford Fds Total Return Bd E

ETFs
1.26K
+ 1.75%
$33.14 - $34.12 $41.7K - $43K
73.1K $2.48B
SPGI
S&P Global Inc.

Financial Services
58
+ 12.64%
$438.31 - $527.29 $25.4K - $30.6K
517 $272M
V
Visa Inc.

Financial Services
72
+ 6.35%
$308.27 - $373.31 $22.2K - $26.9K
1.21K $428M
AAPL
Apple Inc.

Technology
421
+ 12.09%
$172.42 - $223.89 $72.6K - $94.3K
3.9K $800M
ABT
Abbott Laboratories

Healthcare
142
+ 8.35%
$123.95 - $138.08 $17.6K - $19.6K
1.84K $251M
DHI
Horton D R Inc

Consumer Cyclical
156
+ 6.74%
$115.1 - $129.63 $18K - $20.2K
2.47K $319M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
382
+ 0.78%
$44.68 - $45.96 $17.1K - $17.6K
49.1K $2.25B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4
+ 0.1%
$51.16 - $62.02 $205 - $248
3.87K $240M
APD
Air Products & Chemicals, Inc.

Basic Materials
81
+ 10.76%
$248.61 - $294.96 $20.1K - $23.9K
834 $235M
FSK
Fs Kkr Capital Corp

Financial Services
1.07K
+ 1.74%
$17.95 - $21.5 $19.2K - $23K
62.4K $1.3B
SCHV
Schwab Strategic Tr Us Large C

ETFs
42
+ 0.53%
$23.55 - $27.67 $989 - $1.16K
7.92K $219M
AEP
American Electric Power CO Inc

Utilities
194
+ 9.88%
$98.59 - $109.11 $19.1K - $21.2K
2.16K $224M
ZTS
Zoetis Inc.

Healthcare
122
+ 9.42%
$144.41 - $170.3 $17.6K - $20.8K
1.42K $221M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1
+ 0.01%
$77.74 - $78.78 $77.7 - $78.8
14.5K $1.14B
MSI
Motorola Solutions, Inc.

Technology
51
+ 5.83%
$394.72 - $440.39 $20.1K - $22.5K
926 $389M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
2
+ 0.0%
$24.98 - $25.66 $50 - $51.3
84.1K $2.15B
Activity Summary
Buys All Purchases 52 New Holdings 9 Increased Positions 43 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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