Legacy Advisory Services, LLC Portfolio Holdings by Sector
Legacy Advisory Services, LLC
- $126 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SHV SPLG SGOV USMV QUAL IWX IVV MGC 26 stocks |
$117 Million
93.42% of portfolio
|
16
|
9
|
2
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
TMUS CMCSA 2 stocks |
$1 Million
0.8% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
EWBC 1 stocks |
$706,254
0.56% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
AVGO 1 stocks |
$693,980
0.55% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V 1 stocks |
$653,489
0.52% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
AN 1 stocks |
$602,704
0.48% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
SHOP 1 stocks |
$584,017
0.47% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$552,286
0.44% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
MDT 1 stocks |
$524,431
0.42% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS 1 stocks |
$520,426
0.41% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN 1 stocks |
$439,098
0.35% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
CROX 1 stocks |
$409,272
0.33% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Metal Fabrication | Industrials
CRS 1 stocks |
$334,028
0.27% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC 1 stocks |
$296,420
0.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$275,669
0.22% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
NET 1 stocks |
$252,621
0.2% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
EPD 1 stocks |
$244,297
0.19% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
AES 1 stocks |
$161,934
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|