Legacy Financial Group, Inc. Portfolio Holdings

Legacy Financial Group, Inc.

  • $254 Billion
  • Q1 2024

Legacy Financial Group, Inc. has filed its 13F form on May 13, 2024 for Q1 2024 where it was disclosed a total value porftolio of $254 Billion distributed in 74 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $25.2B, Dimensional ETF Tr U S Core Eq with a value of $19.5B, American Centy ETF Tr Avantis with a value of $18.1B, Dimensional ETF Tr Us Marketwi with a value of $17.9B, and Dimensional ETF Tr with a value of $17.2B.

Examining the 13F form we can see an increase of $24.8B in the current position value, from $229B to 254B.

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 $254 Billion
ETFs: $211 Billion
Technology: $9.83 Billion
Energy: $5.61 Billion
Financial Services: $3.76 Billion
Communication Services: $2.72 Billion
Healthcare: $1.91 Billion
Consumer Cyclical: $1.32 Billion
Consumer Defensive: $1.03 Billion
Other: $1.2 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$25.2 Billion 9.94% of portfolio
73,330
Q1 2024 Added 4.18%
$0
$19.5 Billion 7.69% of portfolio
611,287
Q1 2024 Added 0.32%
$0
$18.1 Billion 7.13% of portfolio
202,316
Q1 2024 Added 8.27%
$0
$17.9 Billion 7.04% of portfolio
437,382
Q1 2024 Added 0.1%
$0
$17.2 Billion 6.77% of portfolio
568,724
Q1 2024 Added 0.76%
$0
$14.9 Billion 5.88% of portfolio
317,333
Q1 2024 Added 15.43%
$0
$11 Billion 4.33% of portfolio
432,697
Q1 2024 Added 13.75%
$0
$10.8 Billion 4.23% of portfolio
340,137
Q1 2024 Added 7.56%
$0
$10.3 Billion 4.07% of portfolio
283,029
Q1 2024 Added 3.34%
$0
$9.23 Billion 3.63% of portfolio
169,653
Q1 2024 Added 1.12%
$0
$7.94 Billion 3.12% of portfolio
139,290
Q1 2024 Added 12.05%
$0
$7.89 Billion 3.1% of portfolio
188,023
Q1 2024 Added 22.51%
$0
$6.07 Billion 2.39% of portfolio
97,812
Q1 2024 Reduced 6.1%
$0
$6.03 Billion 2.37% of portfolio
243,913
Q1 2024 Reduced 2.16%
$3.54T
$6 Billion 2.36% of portfolio
34,980
Q1 2024 Reduced 3.72%
$0
$5.8 Billion 2.28% of portfolio
117,842
Q1 2024 Added 23.67%
$0
$4.71 Billion 1.85% of portfolio
97,987
Q1 2024 Added 0.41%
Dimensional ETF Trust
-
$3.77 Billion 1.49% of portfolio
-
Q1 2024 Added 19.23%
$0
$3.75 Billion 1.48% of portfolio
43,346
Q1 2024 Added 9.0%
$36.8B
$3.39 Billion 1.34% of portfolio
42,331
Q1 2024 Reduced 9.51%
$0
$3.36 Billion 1.32% of portfolio
9,969
Q1 2024 Added 4.69%
$0
$3.28 Billion 1.29% of portfolio
146,660
Q1 2024 Added 18.8%
$530B
$2.54 Billion 1.0% of portfolio
6,040
Q1 2024 Added 4.93%
$3.42T
$2.3 Billion 0.91% of portfolio
5,474
Q1 2024 Added 14.9%
$0
$2.15 Billion 0.85% of portfolio
44,946
Q1 2024 Reduced 4.36%
$0
$1.87 Billion 0.74% of portfolio
30,064
Q1 2024 Added 21.22%
$0
$1.85 Billion 0.73% of portfolio
61,432
Q1 2024 Added 30.22%
$0
$1.75 Billion 0.69% of portfolio
68,616
Q1 2024 Added 2.64%
$1.14T
$1.55 Billion 0.61% of portfolio
10,206
Q1 2024 Added 3.3%
$306B
$1.28 Billion 0.5% of portfolio
1,419
Q1 2024 Added 72.84%
$0
$931 Million 0.37% of portfolio
9,293
Q1 2024 Reduced 72.23%
$0
$866 Million 0.34% of portfolio
13,475
Q1 2024 Added 0.39%
$2.04T
$846 Million 0.33% of portfolio
4,690
Q1 2024 Added 3.17%
$0
$842 Million 0.33% of portfolio
31,472
Q1 2024 Added 2.18%
$2.89B
$699 Million 0.28% of portfolio
7,942
Q3 2023 Reduced 19.95%
$0
$702 Million 0.28% of portfolio
1,335
Q1 2024 Added 7.23%
$293B
$670 Million 0.26% of portfolio
3,681
Q1 2024 Added 5.68%
$0
$581 Million 0.23% of portfolio
6,198
Q1 2024 Added 8.74%
$185B
$562 Million 0.22% of portfolio
9,347
Q1 2024 Added 200.06%
$51.5B
$545 Million 0.21% of portfolio
13,997
Q1 2024 Reduced 10.57%
$1.11T
$536 Million 0.21% of portfolio
3,554
Q1 2024 Added 2.6%
$7.09B
$529 Million 0.21% of portfolio
15,416
Q1 2024 Added 0.52%
$0
$422 Million 0.17% of portfolio
8,427
Q3 2023 Reduced 0.07%
$0
$428 Million 0.17% of portfolio
818
Q1 2024 Reduced 1.33%
$173B
$396 Million 0.16% of portfolio
1,081
Q1 2024 Added 0.09%
$307B
$395 Million 0.16% of portfolio
2,506
Q1 2024 Reduced 1.8%
$0
$387 Million 0.15% of portfolio
871
Q1 2024 Added 0.81%
$476B
$369 Million 0.15% of portfolio
3,171
Q1 2024 Added 11.62%
$0
$368 Million 0.14% of portfolio
1,534
Q1 2024 Added 0.46%

Summary

  • Portfolio
  • No. of Stocks 74
  • Current Value $254 Billion
  • Prior Value $229 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 13, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 6 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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