Legacy Advisory Services, LLC Incresed Positions in Q3 2025

Legacy Advisory Services, LLC

  • $133 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
USMV
Ishares Msci Usa Min Vol Facto

ETFs
49.8K
+ 62.97%
$92.18 - $95.14 $4.59M - $4.74M
129K $12.3B
QUAL
Ishares Msci Usa Quality Facto

ETFs
7.18K
+ 22.47%
$182.33 - $194.5 $1.31M - $1.4M
39.2K $7.61B
IVV
Ishares Core S&P 500 ETF

ETFs
161
+ 1.95%
$620.67 - $670.08 $99.9K - $108K
8.41K $5.63B
IWX
Ishares Tr Russell 200 Value E

ETFs
1.83K
+ 2.79%
$83.04 - $87.88 $152K - $161K
67.5K $5.93B
IWM
Ishares Russell 2000 ETF

ETFs
174
+ 1.07%
$214.92 - $244.84 $37.4K - $42.6K
16.4K $3.97B
IOO
Ishares Tr Global 100 ETF

ETFs
47
+ 0.25%
$107.55 - $120.01 $5.05K - $5.64K
18.5K $2.22B
EWBC
East West Bancorp Inc

Financial Services
2.04K
+ 41.06%
$97.41 - $109.7 $198K - $223K
6.99K $745M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
612
+ 5.98%
$172.72 - $179.11 $106K - $110K
10.8K $1.93B
AVGO
Broadcom Inc.

Technology
2.2K
+ 678.09%
$264.74 - $369.57 $582K - $812K
2.52K $832M
MDT
Medtronic PLC

Healthcare
1.43K
+ 31.21%
$87.67 - $95.74 $125K - $137K
6.02K $573M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.91K
+ 51.13%
$78.11 - $79.07 $149K - $151K
5.64K $445M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.56K
+ 25.88%
$78.96 - $80.04 $123K - $125K
7.6K $608M
Blackrock Inc
2
+ 0.31%
N/A
640 $746M
CMCSA
Comcast Corp

Communication Services
3.97K
+ 48.33%
$31.41 - $36.33 $125K - $144K
12.2K $383M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
1.71K
+ 21.22%
$24.11 - $24.94 $41.3K - $42.7K
9.78K $244M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
301
+ 9.5%
$94.11 - $95.78 $28.3K - $28.8K
3.47K $332M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
553
+ 4.83%
$21.77 - $22.57 $12K - $12.5K
12K $269M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
160
+ 0.1%
$100.37 - $100.74 $16.1K - $16.1K
168K $16.9B
ACWV
Ishares Msci Global Min Vol Fa

ETFs
102
+ 5.18%
$116.29 - $120.92 $11.9K - $12.3K
2.07K $248M
BOND
Pimco Active Bond Exchange Tra

ETFs
7
+ 0.12%
$90.83 - $93.81 $636 - $657
6.08K $567M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
26
+ 1.95%
$196.15 - $217.83 $5.1K - $5.66K
1.36K $274M
Activity Summary
Buys All Purchases 26 New Holdings 4 Increased Positions 22 Sells All Sells 32 Reductions 15 Sold out 17 Options Calls 0 Puts 1
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