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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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