Legacy Financial Group, Inc. Portfolio Holdings by Sector
Legacy Financial Group, Inc.
- $312 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VUG AVUS DFAC DFSD DFUV DFAI DUHP DFUS 38 stocks |
$248 Million
86.51% of portfolio
|
20
|
15
|
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$8.85 Million
3.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
OKE WMB EPD 3 stocks |
$6.18 Million
2.16% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$3.35 Million
1.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR 2 stocks |
$2.97 Million
1.04% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG GOOGL META 3 stocks |
$2.9 Million
1.01% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$2.34 Million
0.82% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$2 Million
0.7% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1.27 Million
0.44% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV JNJ LLY 3 stocks |
$1.16 Million
0.4% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V AXP MA 3 stocks |
$1.12 Million
0.39% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM 2 stocks |
$1.02 Million
0.36% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
BANF LYG 2 stocks |
$931,983
0.33% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$744,029
0.26% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$543,094
0.19% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
OGE 1 stocks |
$403,942
0.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$372,962
0.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$310,957
0.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$285,968
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$269,893
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$262,788
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$250,225
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK 1 stocks |
$245,985
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$243,610
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP 1 stocks |
$230,226
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
PJT 1 stocks |
$211,784
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
ZM 1 stocks |
$201,023
0.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|