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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.09T
$8.11 Billion 2.76% of portfolio
35,912
Q3 2024 Added 4.06%
$44.7B
$4.55 Billion 1.55% of portfolio
46,917
Q3 2024 Added 8.92%
$590B
$2.81 Billion 0.95% of portfolio
6,225
Q3 2024 Added 3.27%
$3.25T
$2.59 Billion 0.88% of portfolio
6,367
Q3 2024 Added 17.08%
$336B
$2.51 Billion 0.85% of portfolio
18,936
Q3 2024 Added 23.06%
$1.17T
$1.7 Billion 0.58% of portfolio
9,817
Q3 2024 Reduced 3.98%
$2.29T
$1.16 Billion 0.39% of portfolio
6,211
Q3 2024 Added 33.97%
$1.14T
$900 Million 0.31% of portfolio
5,260
Q3 2024 Added 48.46%
$250B
$873 Million 0.3% of portfolio
10,649
Q3 2024 Added 24.14%
$3.9B
$863 Million 0.29% of portfolio
7,942
Q3 2023 Reduced 19.95%
$65.2B
$652 Million 0.22% of portfolio
12,447
Q3 2024 Reduced 9.54%
$8.21B
$619 Million 0.21% of portfolio
15,488
Q3 2024 Added 0.24%
$1.32T
$495 Million 0.17% of portfolio
872
Q3 2024 Added 25.47%
$441B
$508 Million 0.17% of portfolio
4,350
Q3 2024 Added 34.93%
$697B
$495 Million 0.17% of portfolio
2,231
Q3 2024 Added 43.2%
$310B
$500 Million 0.17% of portfolio
2,454
Q3 2024 Reduced 33.35%
$193B
$470 Million 0.16% of portfolio
3,540
Q3 2024 Added 33.38%
$730B
$399 Million 0.14% of portfolio
480
Q3 2024 New
$193B
$407 Million 0.14% of portfolio
1,083
Q3 2024 Added 0.56%
$67.4B
$349 Million 0.12% of portfolio
12,190
Q4 2023 Added 3.83%
$378B
$332 Million 0.11% of portfolio
2,076
Q3 2024 Reduced 0.81%
$468B
$326 Million 0.11% of portfolio
578
Q3 2024 Added 28.44%
$398B
$312 Million 0.11% of portfolio
1,888
Q3 2024 Added 39.13%
$519B
$309 Million 0.1% of portfolio
1,065
Q3 2024 New
$138B
$251 Million 0.09% of portfolio
704
Q3 2024 New
$240B
$270 Million 0.09% of portfolio
4,931
Q3 2024 Reduced 0.18%
$192B
$224 Million 0.08% of portfolio
1,556
Q3 2024 New
$215B
$234 Million 0.08% of portfolio
800
Q3 2024 New
$1.33T
$245 Million 0.08% of portfolio
981
Q3 2024 Reduced 10.66%
$121B
$243 Million 0.08% of portfolio
2,222
Q3 2024 Added 24.48%
$248B
$228 Million 0.08% of portfolio
2,233
Q3 2024 Added 33.39%
$204B
$232 Million 0.08% of portfolio
2,410
Q3 2024 Added 2.25%
$53.1B
$234 Million 0.08% of portfolio
1,920
Q3 2024 Reduced 2.49%
$96.5B
$201 Million 0.07% of portfolio
3,683
Q3 2024 New
$3.76B
$213 Million 0.07% of portfolio
1,536
Q3 2024 New
$422B
$219 Million 0.07% of portfolio
251
Q3 2024 New
$223B
$218 Million 0.07% of portfolio
807
Q3 2024 New

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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