Legacy Financial Group, Inc. Portfolio Holdings by Sector
Legacy Financial Group, Inc.
- $311 Billion
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
ETFs | ETFs
VUG AVUS DFAC DFUV DFSD DFAI DUHP DFUS 40 stocks |
$249 Million
86.2% of portfolio
|
25
|
11
|
4
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$10 Million
3.48% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
OKE WMB EPD 3 stocks |
$5.62 Million
1.95% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG GOOGL META 3 stocks |
$3.43 Million
1.19% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT PLTR 2 stocks |
$3.4 Million
1.18% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$2.83 Million
0.98% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$2.82 Million
0.98% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1.45 Million
0.5% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
ABBV LLY JNJ MRK 4 stocks |
$1.32 Million
0.46% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$1.16 Million
0.4% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
BANF 1 stocks |
$930,644
0.32% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$909,280
0.32% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
OGE 1 stocks |
$638,884
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
V AXP 2 stocks |
$573,638
0.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$530,478
0.18% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
Tobacco | Consumer Defensive
PM 1 stocks |
$419,179
0.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$407,970
0.14% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$386,475
0.13% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$386,294
0.13% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
$316,523
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$301,920
0.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$297,055
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$282,776
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
SYK 1 stocks |
$249,085
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
Capital Markets | Financial Services
PJT 1 stocks |
$242,396
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$232,216
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
COP 1 stocks |
$218,989
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
Computer Hardware | Technology
ANET 1 stocks |
$203,817
0.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
Software—Application | Technology
CRM 1 stocks |
$201,267
0.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|