Legacy Advisory Services, LLC Closed Holding Positions

Legacy Advisory Services, LLC

  • $133 Billion
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
Q3 2025 Filed on Oct 30, 2025
7,488
$275.84 - $326.36 $2.07M - $2.44M
TSCO
Tractor Supply CO

Consumer Cyclical
Q3 2025 Filed on Oct 30, 2025
2,025
$54.08 - $62.65 $110K - $127K
TRGP
Targa Resources Corp.

Energy
Q3 2025 Filed on Oct 30, 2025
4,524
$160.52 - $174.4 $726K - $789K
SAEF
Schwab Strategic Tr Ariel Esg

ETFs
Q3 2025 Filed on Oct 30, 2025
35,955
$25.99 - $28.87 $934K - $1.04M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
Q3 2025 Filed on Oct 30, 2025
4,384
$26.38 - $27.95 $116K - $123K
NVO
Novo Nordisk A S

Healthcare
Q3 2025 Filed on Oct 30, 2025
17,409
$45.38 - $71.7 $790K - $1.25M
MSFT
Microsoft Corp

Technology
Q3 2025 Filed on Oct 30, 2025
9,425
$491.09 - $535.64 $4.63M - $5.05M
MRK
Merck & Co., Inc.

Healthcare
Q3 2025 Filed on Oct 30, 2025
3,568
$77.6 - $87.37 $277K - $312K
KLAC
Kla Corp

Technology
Q3 2025 Filed on Oct 30, 2025
926
$843.9 - $1078.6 $781K - $999K
IVW
Ishares S&P 500 Growth ETF

ETFs
Q3 2025 Filed on Oct 30, 2025
41,603
$108.97 - $121.65 $4.53M - $5.06M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
Q3 2025 Filed on Oct 30, 2025
30,111
$148.97 - $165.88 $4.49M - $4.99M
TLT
Ishares Barclays 20+ Year Trea

ETFs
Q3 2025 Filed on Oct 30, 2025
125,128
$85.01 - $90.35 $10.6M - $11.3M
ILCG
Ishares Morningstar Growth ETF
Q3 2025 Filed on Oct 30, 2025
86,165
N/A
QQQ
Invesco Qqq Trust, Series 1

ETFs
Q3 2025 Filed on Oct 30, 2025
8,071
$546.99 - $602.2 $4.41M - $4.86M
CAT
Caterpillar Inc

Industrials
Q3 2025 Filed on Oct 30, 2025
1,064
$390.92 - $477.15 $416K - $508K
BLK
Black Rock Inc.

Financial Services
Q3 2025 Filed on Oct 30, 2025
635
$1046.16 - $1175.56 $664K - $746K
EIX
Edison International

Utilities
Q4 2024 Filed on Oct 17, 2025
2,433
$77.93 - $88.36 $190K - $215K
SLDP
Solid Power, Inc.

Industrials
Q1 2024 Filed on Oct 17, 2025
20,000
$1.17 - $2.03 $23.4K - $40.6K
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