Legacy Advisory Services, LLC Portfolio Holdings

Legacy Advisory Services, LLC

  • $118 Billion
  • Q1 2025

Legacy Advisory Services, LLC has filed its 13F form on May 19, 2025 for Q1 2025 where it was disclosed a total value porftolio of $118 Billion distributed in 50 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $26B, Spdr Portfolio S&P 500 ETF (Ma with a value of $16.6B, Ishares Barclays 20+ Year Trea with a value of $11.4B, Ishares Msci Usa Min Vol Facto with a value of $9.95B, and Ishares Msci Usa Quality Facto with a value of $6.65B.

Examining the 13F form we can see an increase of $118B in the current position value.

Legacy Advisory Services, LLC is based out at Exton, PA

Below you can find more details about Legacy Advisory Services, LLC portfolio as well as his latest detailed transactions.

Portfolio value $118 Billion
ETFs: $109 Billion
Financial Services: $1.6 Billion
Communication Services: $1.5 Billion
Technology: $1.5 Billion
Healthcare: $1.39 Billion
Consumer Cyclical: $920 Million
Industrials: $884 Million
Consumer Defensive: $496 Million
Other: $694 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$26 Billion 21.98% of portfolio
235,605
Q1 2025 New
$0
$16.6 Billion 14.05% of portfolio
253,044
Q1 2025 New
$0
$11.4 Billion 9.64% of portfolio
125,436
Q1 2025 New
$0
$9.95 Billion 8.4% of portfolio
106,270
Q1 2025 New
$0
$6.65 Billion 5.61% of portfolio
38,907
Q1 2025 New
$0
$5.74 Billion 4.85% of portfolio
57,025
Q1 2025 New
$0
$5.65 Billion 4.77% of portfolio
68,771
Q1 2025 New
$0
$4.27 Billion 3.6% of portfolio
21,179
Q1 2025 New
$0
$3.91 Billion 3.31% of portfolio
6,967
Q1 2025 New
$0
$3.61 Billion 3.05% of portfolio
18,106
Q1 2025 New
$0
$2.21 Billion 1.87% of portfolio
32,515
Q1 2025 New
$0
$1.98 Billion 1.67% of portfolio
14,435
Q1 2025 New
$0
$1.88 Billion 1.58% of portfolio
10,781
Q1 2025 New
$0
$1.83 Billion 1.54% of portfolio
31,779
Q1 2025 New
$0
$1.69 Billion 1.43% of portfolio
17,568
Q1 2025 New
$0
$825 Million 0.7% of portfolio
10,228
Q1 2025 New
$304B
$642 Million 0.54% of portfolio
2,406
Q1 2025 New
$13.4B
$628 Million 0.53% of portfolio
6,994
Q1 2025 New
Blackrock Inc
-
$602 Million 0.51% of portfolio
-
Q1 2025 New
$0
$577 Million 0.49% of portfolio
7,306
Q1 2025 New
$3.36T
$553 Million 0.47% of portfolio
2,489
Q1 2025 New
$116B
$541 Million 0.46% of portfolio
6,016
Q1 2025 New
$0
$533 Million 0.45% of portfolio
1,725
Q1 2025 New
$130B
$522 Million 0.44% of portfolio
5,463
Q1 2025 New
$0
$524 Million 0.44% of portfolio
936
Q1 2025 New
$266B
$496 Million 0.42% of portfolio
5,649
Q1 2025 New
$9.34B
$491 Million 0.41% of portfolio
3,034
Q1 2025 New
$0
$456 Million 0.39% of portfolio
14,505
Q1 2025 New
$0
$463 Million 0.39% of portfolio
7,411
Q1 2025 New
$717B
$444 Million 0.38% of portfolio
538
Q1 2025 New
$156B
$443 Million 0.37% of portfolio
12,017
Q1 2025 New
$0
$433 Million 0.37% of portfolio
5,532
Q1 2025 New
$7.07B
$429 Million 0.36% of portfolio
4,041
Q1 2025 New
$93.4B
$421 Million 0.36% of portfolio
2,514
Q1 2025 New
$205B
$415 Million 0.35% of portfolio
4,206
Q1 2025 New
$196B
$403 Million 0.34% of portfolio
4,494
Q1 2025 New
$115B
$330 Million 0.28% of portfolio
1,350
Q1 2025 New
$6.22B
$331 Million 0.28% of portfolio
2,291
Q1 2025 New
$0
$337 Million 0.28% of portfolio
12,066
Q1 2025 New
$131B
$334 Million 0.28% of portfolio
1,230
Q1 2025 New
$0
$314 Million 0.26% of portfolio
3,348
Q1 2025 New
$70.8B
$294 Million 0.25% of portfolio
8,604
Q1 2025 New
$0
$260 Million 0.22% of portfolio
11,786
Q1 2025 New
$0
$227 Million 0.19% of portfolio
1,952
Q1 2025 New
$0
$227 Million 0.19% of portfolio
9,013
Q1 2025 New
$102B
$209 Million 0.18% of portfolio
1,870
Q1 2025 New
$11.4B
$219 Million 0.18% of portfolio
1,207
Q1 2025 New
$0
$204 Million 0.17% of portfolio
965
Q1 2025 New
$7.82B
$191 Million 0.16% of portfolio
15,393
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $118 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 19, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 50 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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