Legacy Advisory Services, LLC Portfolio Holdings by Sector
Legacy Advisory Services, LLC
- $133 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SHV SPLG SGOV USMV QUAL IWX IVV MGC 28 stocks |
$123 Million
92.99% of portfolio
|
16
|
16
|
1
|
7
|
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
TMUS CMCSA 2 stocks |
$958,495
0.73% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
AVGO 1 stocks |
$831,563
0.63% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
SHOP 1 stocks |
$752,412
0.57% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
EWBC 1 stocks |
$744,511
0.56% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
AN 1 stocks |
$663,748
0.5% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V 1 stocks |
$629,011
0.48% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$583,024
0.44% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
MDT 1 stocks |
$572,982
0.43% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS 1 stocks |
$480,608
0.36% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN 1 stocks |
$460,328
0.35% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
CROX 1 stocks |
$337,626
0.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Metal Fabrication | Industrials
CRS 1 stocks |
$296,914
0.23% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
NET 1 stocks |
$276,821
0.21% of portfolio
|
- |
1
|
- |
1
|
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC 1 stocks |
$274,402
0.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$266,832
0.2% of portfolio
|
1
|
- |
1
|
- |
0
Calls
1
Puts
|
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$262,784
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
EPD 1 stocks |
$246,345
0.19% of portfolio
|
- |
1
|
- |
1
|
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
AES 1 stocks |
$202,572
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$202,348
0.15% of portfolio
|
1
|
1
|
1
|
1
|
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD 1 stocks |
$200,137
0.15% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|