Legacy Advisory Services, LLC Purchases in Q1 2025

Legacy Advisory Services, LLC

  • $118 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SHV
Ishares Tr

ETFs
236K
New
$110.11 - $110.51 $25.9M - $26M
236K $26B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
253K
New
$64.88 - $72.1 $16.4M - $18.2M
253K $16.6B
TLT
Ishares Barclays 20+ Year Trea

ETFs
125K
New
$85.29 - $92.57 $10.7M - $11.6M
125K $11.4B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
106K
New
$87.68 - $94.52 $9.32M - $10M
106K $9.95B
QUAL
Ishares Msci Usa Quality Facto

ETFs
38.9K
New
$168.16 - $186.21 $6.54M - $7.24M
38.9K $6.65B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
57K
New
$100.34 - $100.68 $5.72M - $5.74M
57K $5.74B
IWX
Ishares Tr Russell 200 Value E

ETFs
68.8K
New
$78.54 - $84.86 $5.4M - $5.84M
68.8K $5.65B
MGC
Vanguard Mega Cap ETF

ETFs
21.2K
New
$199.2 - $222.69 $4.22M - $4.72M
21.2K $4.27B
IVV
Ishares Core S&P 500 ETF

ETFs
6.97K
New
$554.06 - $615.85 $3.86M - $4.29M
6.97K $3.91B
IWM
Ishares Russell 2000 ETF

ETFs
18.1K
New
$198.1 - $229.79 $3.59M - $4.16M
18.1K $3.61B
IWL
Ishares Tr Russell 200 ETF

ETFs
14.4K
New
$135.83 - $151.73 $1.96M - $2.19M
14.4K $1.98B
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
10.8K
New
$162.48 - $175.37 $1.75M - $1.89M
10.8K $1.88B
AOR
Ishares Tr Core Growth Allocat

ETFs
31.8K
New
$56.63 - $59.39 $1.8M - $1.89M
31.8K $1.83B
IOO
Ishares Tr Global 100 ETF

ETFs
17.6K
New
$96.2 - $105.12 $1.69M - $1.85M
17.6K $1.69B
VTWO
Vanguard Russell 2000 ETF

ETFs
10.2K
New
$80.08 - $92.93 $819K - $950K
10.2K $825M
V
Visa Inc.

Financial Services
1.84K
New
$306.92 - $362.71 $564K - $667K
1.84K $644M
TMUS
T Mobile Us, Inc.

Communication Services
2.41K
New
$211.3 - $272.83 $508K - $656K
2.41K $642M
EWBC
East West Bancorp Inc

Financial Services
6.99K
New
$84.35 - $103.91 $590K - $727K
6.99K $628M
Blackrock Inc
636
New
N/A
636 $602M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
7.31K
New
$77.7 - $78.94 $568K - $577K
7.31K $577M
AAPL
Apple Inc.

Technology
2.49K
New
$209.68 - $247.1 $522K - $615K
2.49K $553M
MDT
Medtronic PLC

Healthcare
6.02K
New
$79.84 - $94.5 $480K - $569K
6.02K $541M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.73K
New
$307.43 - $357.48 $530K - $617K
1.73K $533M
SPY
Spdr S&P 500 ETF Trust

ETFs
936
New
$551.42 - $612.93 $516K - $574K
936 $524M
SHOP
Shopify Inc.

Technology
5.46K
New
$90.59 - $129.31 $495K - $706K
5.46K $522M
WMT
Walmart Inc.

Consumer Defensive
5.65K
New
$84.5 - $105.05 $477K - $593K
5.65K $496M
AN
Autonation, Inc.

Consumer Cyclical
3.03K
New
$156.67 - $195.15 $475K - $592K
3.03K $491M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
7.41K
New
$61.55 - $71.27 $456K - $528K
7.41K $463M
IRBO
Ishares Robotics & Artificial

ETFs
14.5K
New
N/A
14.5K $456M
LLY
Eli Lilly & CO

Healthcare
538
New
$725.72 - $929.72 $390K - $500K
538 $444M
CMCSA
Comcast Corp

Communication Services
12K
New
$33.19 - $38.23 $399K - $459K
12K $443M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
5.53K
New
$76.94 - $78.28 $426K - $433K
5.53K $433M
CROX
Crocs, Inc.

Consumer Cyclical
4.04K
New
$88.83 - $112.59 $359K - $455K
4.04K $429M
AVGO
Broadcom Inc.

Technology
2.51K
New
$167.43 - $244.7 $421K - $615K
2.51K $421M
DIS
Walt Disney CO

Communication Services
4.21K
New
$96.87 - $114.0 $407K - $479K
4.21K $415M
MRK
Merck & Co., Inc.

Healthcare
4.49K
New
$83.01 - $101.02 $373K - $454K
4.49K $403M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
12.1K
New
$27.01 - $28.54 $326K - $344K
12.1K $337M
ETN
Eaton Corp PLC

Industrials
1.23K
New
$271.83 - $371.23 $334K - $457K
1.23K $334M
GTLS
Chart Industries Inc

Industrials
2.29K
New
$141.99 - $218.35 $325K - $500K
2.29K $331M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.35K
New
$208.48 - $244.03 $281K - $329K
1.35K $330M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
3.35K
New
$93.32 - $95.35 $312K - $319K
3.35K $314M
EPD
Enterprise Products Partners L.P.

Energy
8.6K
New
$31.75 - $34.14 $273K - $294K
8.6K $294M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
11.8K
New
$21.23 - $22.14 $250K - $261K
11.8K $260M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
9.01K
New
$25.12 - $26.05 $226K - $235K
9.01K $227M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
1.95K
New
$107.24 - $116.37 $209K - $227K
1.95K $227M
CRS
Carpenter Technology Corp

Industrials
1.21K
New
$172.39 - $212.53 $208K - $257K
1.21K $219M
PLD
Prologis, Inc.

Real Estate
1.87K
New
$103.59 - $124.04 $194K - $232K
1.87K $209M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
965
New
$211.47 - $267.17 $204K - $258K
965 $204M
AES
Aes Corp

Utilities
15.4K
New
$9.93 - $13.23 $153K - $204K
15.4K $191M
Activity Summary
Buys All Purchases 50 New Holdings 50 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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