Legacy Advisory Services, LLC Purchases in Q4 2025

Legacy Advisory Services, LLC

  • $133 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
163
+ 0.06%
$76.84 - $80.86 $12.5K - $13.2K
254K $20.4B
IWX
Ishares Tr Russell 200 Value E

ETFs
363
+ 0.54%
$86.49 - $90.54 $31.4K - $32.9K
67.8K $6.23B
Rocket Lab Corp
3.1K
New
N/A
3.1K $216M
IVV
Ishares Core S&P 500 ETF

ETFs
84
+ 1.0%
$656.2 - $690.71 $55.1K - $58K
8.49K $5.82B
QUAL
Ishares Msci Usa Quality Facto

ETFs
67
+ 0.17%
$191.01 - $199.18 $12.8K - $13.3K
39.2K $7.79B
IOO
Ishares Tr Global 100 ETF

ETFs
262
+ 1.42%
$118.15 - $126.87 $31K - $33.2K
18.7K $2.37B
MGC
Vanguard Mega Cap ETF

ETFs
8
+ 0.04%
$239.57 - $253.74 $1.92K - $2.03K
20.7K $5.19B
CRS
Carpenter Technology Corp

Industrials
1
+ 0.08%
$238.12 - $332.01 $238 - $332
1.21K $381M
IWL
Ishares Tr Russell 200 ETF

ETFs
8
+ 0.06%
$163.11 - $172.47 $1.3K - $1.38K
14.3K $2.44B
AVGO
Broadcom Inc.

Technology
3
+ 0.12%
$324.63 - $385.98 $974 - $1.16K
2.52K $873M
V
Visa Inc.

Financial Services
2
+ 0.11%
$325.75 - $352.42 $652 - $705
1.85K $647M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
13
+ 0.19%
$72.05 - $75.66 $937 - $984
6.87K $515M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
98
+ 1.29%
$79.55 - $80.13 $7.8K - $7.85K
7.7K $614M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
75
+ 1.33%
$78.65 - $79.19 $5.9K - $5.94K
5.72K $450M
XLK
Technology Sector Spdr

ETFs
751
+ 100.0%
$278.39 - $304.13 $209K - $228K
1.5K $216M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
188
+ 1.57%
$22.39 - $22.71 $4.21K - $4.27K
12.2K $273M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
65
+ 1.87%
$94.22 - $95.83 $6.12K - $6.23K
3.53K $335M
BOND
Pimco Active Bond Exchange Tra

ETFs
8
+ 0.13%
$93.0 - $94.55 $744 - $756
6.09K $566M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.21K
+ 0.94%
$92.34 - $95.43 $112K - $116K
130K $12.2B
CMCSA
Comcast Corp

Communication Services
95
+ 0.78%
$26.98 - $31.09 $2.56K - $2.95K
12.3K $367M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
6
+ 0.44%
$176.58 - $207.02 $1.06K - $1.24K
1.37K $254M
Blackrock Inc
2
+ 0.31%
N/A
642 $687M
Activity Summary
Buys All Purchases 23 New Holdings 1 Increased Positions 22 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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