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 ETFs Only

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%
$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
$4.32 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%
$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%
$0
$1.54 Billion 0.52% of portfolio
23,390
Q3 2024 Added 52.83%
$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%
$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%
$0
$399 Million 0.14% of portfolio
1,529
Q3 2024 Reduced 0.33%
$0
$423 Million 0.14% of portfolio
874
Q3 2024 Added 1.16%
$0
$386 Million 0.13% of portfolio
8,421
Q3 2024 Reduced 0.07%
$0
$298 Million 0.1% of portfolio
1,340
Q3 2024 Reduced 1.11%
$0
$302 Million 0.1% of portfolio
3,410
Q3 2024 New
$0
$306 Million 0.1% of portfolio
586
Q3 2024 Added 45.41%
$0
$288 Million 0.1% of portfolio
1,025
Q3 2024 Reduced 1.73%
$0
$293 Million 0.1% of portfolio
2,112
Q1 2023 New
$0
$227 Million 0.08% of portfolio
390
Q3 2024 Added 0.78%

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
Track This Portfolio

Track Legacy Financial Group, Inc. Portfolio

Follow Legacy Financial Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Legacy Financial Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email