Legacy Advisory Services, LLC Purchases in Q2 2025

Legacy Advisory Services, LLC

  • $126 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
111K
+ 193.77%
$100.35 - $100.71 $11.1M - $11.1M
168K $16.9B
SHV
Ishares Tr

ETFs
23.9K
+ 10.14%
$110.06 - $110.46 $2.63M - $2.64M
259K $28.7B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
19.3K
+ 18.13%
$85.42 - $94.39 $1.65M - $1.82M
126K $11.8B
IVV
Ishares Core S&P 500 ETF

ETFs
1.37K
+ 19.69%
$498.8 - $620.9 $684K - $852K
8.34K $5.18B
BOND
Pimco Active Bond Exchange Tra

ETFs
6.07K
New
$89.87 - $92.93 $546K - $564K
6.07K $560M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
6.41K
New
$60.22 - $80.1 $386K - $513K
6.41K $513M
QUAL
Ishares Msci Usa Quality Facto

ETFs
78
+ 0.2%
$152.42 - $182.82 $11.9K - $14.3K
39K $7.13B
IOO
Ishares Tr Global 100 ETF

ETFs
934
+ 5.32%
$84.95 - $107.81 $79.3K - $101K
18.5K $1.99B
MAR
Marriott International Inc

Consumer Cyclical
1.01K
New
$211.12 - $274.14 $213K - $277K
1.01K $276M
AVGO
Broadcom Inc.

Technology
4
+ 0.16%
$146.29 - $275.65 $585 - $1.1K
2.52K $694M
CRS
Carpenter Technology Corp

Industrials
2
+ 0.17%
$151.3 - $276.38 $303 - $553
1.21K $334M
Blackrock Inc
2
+ 0.31%
N/A
638 $670M
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.21%
$496.48 - $617.85 $993 - $1.24K
938 $580M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
32
+ 0.3%
$157.93 - $175.89 $5.05K - $5.63K
10.8K $1.89B
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
62
+ 1.85%
$89.58 - $95.01 $5.55K - $5.89K
3.41K $324M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
72
+ 0.99%
$77.94 - $79.5 $5.61K - $5.72K
7.38K $587M
V
Visa Inc.

Financial Services
3
+ 0.16%
$308.27 - $373.31 $925 - $1.12K
1.84K $653M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
54
+ 0.98%
$77.74 - $78.78 $4.2K - $4.25K
5.59K $440M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
16
+ 0.82%
$107.61 - $119.09 $1.72K - $1.91K
1.97K $233M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
109
+ 0.92%
$21.55 - $22.2 $2.35K - $2.42K
11.9K $263M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
80
+ 0.89%
$24.14 - $25.43 $1.93K - $2.03K
9.09K $225M
CMCSA
Comcast Corp

Communication Services
80
+ 0.67%
$32.84 - $36.72 $2.63K - $2.94K
12.1K $432M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
6
+ 0.44%
$212.1 - $244.27 $1.27K - $1.47K
1.36K $296M
Activity Summary
Buys All Purchases 24 New Holdings 4 Increased Positions 20 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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