Legacy Financial Group, Inc. Portfolio Holdings

Legacy Financial Group, Inc.

  • $264 Billion
  • Q2 2024

Legacy Financial Group, Inc. has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $264 Billion distributed in 72 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $27.6B, American Centy ETF Tr Avantis with a value of $19.5B, Dimensional ETF Tr U S Core Eq with a value of $19.5B, Dimensional ETF Tr Us Marketwi with a value of $17.2B, and Dimensional ETF Tr with a value of $16.7B.

Examining the 13F form we can see an increase of $10.1B in the current position value, from $254B to 264B.

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 $264 Billion
ETFs: $218 Billion
Technology: $11.8 Billion
Energy: $5.92 Billion
Financial Services: $3.46 Billion
Communication Services: $3.11 Billion
Healthcare: $1.37 Billion
Consumer Cyclical: $1.11 Billion
Consumer Defensive: $1.07 Billion
Other: $1.16 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.36B
$697 Million 0.26% of portfolio
7,942
Q3 2023 Reduced 19.95%
$8.22B
$552 Million 0.21% of portfolio
15,451
Q2 2024 Added 0.23%
$3.2B
$226 Million 0.09% of portfolio
9,223
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 72
  • Current Value $264 Billion
  • Prior Value $254 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 2 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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