Legacy Financial Group, Inc. Portfolio Holdings

Legacy Financial Group, Inc.

  • $294 Billion
  • Q3 2024

Legacy Financial Group, Inc. has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $294 Billion distributed in 79 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $29.5B, American Centy ETF Tr Avantis with a value of $23.2B, Dimensional ETF Tr U S Core Eq with a value of $20.4B, Dimensional ETF Tr Us Marketwi with a value of $18.2B, and Dimensional ETF Tr with a value of $17.2B.

Examining the 13F form we can see an increase of $30B in the current position value, from $264B to 294B.

Legacy Financial Group, Inc. is based out at Tulsa, OK

Below you can find more details about Legacy Financial Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $294 Billion
ETFs: $238 Billion
Technology: $13.7 Billion
Energy: $7 Billion
Financial Services: $4.91 Billion
Communication Services: $3.32 Billion
Consumer Defensive: $2.07 Billion
Healthcare: $2.04 Billion
Consumer Cyclical: $1.64 Billion
Other: $1.03 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$29.5 Billion 10.04% of portfolio
77,120
Q3 2024 Added 4.47%
$0
$23.2 Billion 7.87% of portfolio
244,860
Q3 2024 Added 13.03%
$0
$20.4 Billion 6.92% of portfolio
598,355
Q3 2024 Reduced 1.18%
$0
$18.2 Billion 6.18% of portfolio
439,587
Q3 2024 Added 0.08%
$0
$17.2 Billion 5.86% of portfolio
571,326
Q3 2024 Added 1.31%
$0
$16.8 Billion 5.71% of portfolio
355,630
Q3 2024 Added 6.65%
$0
$13.6 Billion 4.61% of portfolio
526,572
Q3 2024 Added 15.49%
$0
$13 Billion 4.44% of portfolio
387,427
Q3 2024 Added 7.82%
$0
$11.4 Billion 3.88% of portfolio
290,057
Q3 2024 Added 1.49%
$0
$10.7 Billion 3.64% of portfolio
173,525
Q3 2024 Added 16.03%
$0
$10.4 Billion 3.53% of portfolio
247,232
Q3 2024 Added 19.06%
$0
$9.18 Billion 3.12% of portfolio
167,778
Q3 2024 Reduced 0.6%
$3.69T
$8.11 Billion 2.76% of portfolio
35,912
Q3 2024 Added 4.06%
$0
$7.81 Billion 2.66% of portfolio
156,740
Q3 2024 Added 19.09%
$0
$6.18 Billion 2.1% of portfolio
275,260
Q3 2024 Added 190.06%
$0
$6.05 Billion 2.06% of portfolio
228,869
Q3 2024 Reduced 2.63%
$0
$4.78 Billion 1.62% of portfolio
99,711
Q3 2024 Added 2.31%
$0
$4.7 Billion 1.6% of portfolio
44,558
Q3 2024 Reduced 6.27%
$52.3B
$4.55 Billion 1.55% of portfolio
46,917
Q3 2024 Added 8.92%
$0
$4.32 Billion 1.47% of portfolio
45,928
Q3 2024 Added 3.11%
$0
$4.06 Billion 1.38% of portfolio
164,029
Q3 2024 Added 4.11%
$0
$3.65 Billion 1.24% of portfolio
9,751
Q3 2024 Reduced 2.15%
$614B
$2.81 Billion 0.95% of portfolio
6,225
Q3 2024 Added 3.27%
$3.11T
$2.59 Billion 0.88% of portfolio
6,367
Q3 2024 Added 17.08%
$354B
$2.51 Billion 0.85% of portfolio
18,936
Q3 2024 Added 23.06%
$0
$2.47 Billion 0.84% of portfolio
38,696
Q3 2024 Added 16.77%
$0
$2.31 Billion 0.78% of portfolio
84,955
Q3 2024 Added 17.59%
$0
$2.23 Billion 0.76% of portfolio
73,516
Q3 2024 Added 8.31%
$0
$2.18 Billion 0.74% of portfolio
44,637
Q3 2024 Added 0.07%
$1.01T
$1.7 Billion 0.58% of portfolio
9,817
Q3 2024 Reduced 3.98%
$0
$1.54 Billion 0.52% of portfolio
23,390
Q3 2024 Added 52.83%
$2.01T
$1.16 Billion 0.39% of portfolio
6,211
Q3 2024 Added 33.97%
$0
$992 Million 0.34% of portfolio
1,745
Q3 2024 Added 116.77%
$0
$971 Million 0.33% of portfolio
36,309
Q3 2024 Added 9.04%
$1T
$900 Million 0.31% of portfolio
5,260
Q3 2024 Added 48.46%
$245B
$873 Million 0.3% of portfolio
10,649
Q3 2024 Added 24.14%
$4.15B
$863 Million 0.29% of portfolio
7,942
Q3 2023 Reduced 19.95%
$0
$793 Million 0.27% of portfolio
1,388
Q3 2024 Added 3.58%
$0
$685 Million 0.23% of portfolio
6,840
Q3 2024 Reduced 13.85%
$0
$634 Million 0.22% of portfolio
6,689
Q3 2024 Added 1.72%
$72.7B
$652 Million 0.22% of portfolio
12,447
Q3 2024 Reduced 9.54%
$8.77B
$619 Million 0.21% of portfolio
15,488
Q3 2024 Added 0.24%
$1.27T
$495 Million 0.17% of portfolio
872
Q3 2024 Added 25.47%
$508B
$508 Million 0.17% of portfolio
4,350
Q3 2024 Added 34.93%
$729B
$495 Million 0.17% of portfolio
2,231
Q3 2024 Added 43.2%
$313B
$500 Million 0.17% of portfolio
2,454
Q3 2024 Reduced 33.35%
$318B
$471 Million 0.16% of portfolio
3,163
Q3 2024 Added 26.22%
$202B
$470 Million 0.16% of portfolio
3,540
Q3 2024 Added 33.38%
$0
$399 Million 0.14% of portfolio
1,529
Q3 2024 Reduced 0.33%

Summary

  • Portfolio
  • No. of Stocks 79
  • Current Value $294 Billion
  • Prior Value $264 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 10 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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