Legacy Financial Group LLC Incresed Positions in Q2 2025

Legacy Financial Group LLC

  • $591 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
139K
+ 53.82%
$43.53 - $54.46 $6.06M - $7.59M
398K $21.7M
VEA
Vanguard Ftse Developed Market

ETFs
41.8K
+ 13.34%
$45.65 - $57.01 $1.91M - $2.39M
356K $20.3M
VB
Vanguard Small Cap ETF

ETFs
8.72K
+ 6.46%
$193.73 - $237.37 $1.69M - $2.07M
144K $34M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
16.6K
+ 0.87%
$23.45 - $26.56 $390K - $442K
1.93M $51.4M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
24.8K
+ 20.74%
$81.46 - $94.63 $2.02M - $2.35M
145K $13.7M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.64K
+ 0.52%
$50.08 - $63.14 $82.1K - $103K
317K $20M
QUAL
Ishares Msci Usa Quality Facto

ETFs
6.56K
+ 7.06%
$152.42 - $182.82 $1M - $1.2M
99.5K $18.2M
OEF
Ishares S&P 100 ETF

ETFs
8.38K
+ 61.52%
N/A
22K $5.85M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
35.1K
+ 16.8%
$45.11 - $52.34 $1.58M - $1.84M
244K $12.8M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
16.1K
+ 43.92%
$97.29 - $105.63 $1.56M - $1.7M
52.6K $5.34M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
28.5K
+ 5.21%
$45.12 - $46.23 $1.28M - $1.32M
575K $26.6M
MSFT
Microsoft Corp

Technology
616
+ 7.75%
$354.56 - $497.45 $218K - $306K
8.57K $4.26M
EFV
Msci Eafe Value ETF

ETFs
10.1K
+ 13.04%
$52.4 - $64.65 $527K - $650K
87.1K $5.53M
ITOT
Ishares Core S&P Total U.S. St

ETFs
3.76K
+ 12.03%
$108.12 - $135.04 $407K - $508K
35K $4.73M
VO
Vanguard Mid Cap ETF

ETFs
1.76K
+ 10.93%
$228.54 - $279.83 $401K - $491K
17.8K $4.98M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
455
+ 2.41%
$180.84 - $240.32 $82.3K - $109K
19.3K $4.65M
AMZN
Amazon Com Inc

Consumer Cyclical
599
+ 4.14%
$167.32 - $223.3 $100K - $134K
15.1K $3.3M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
2.34K
+ 0.69%
$51.1 - $53.29 $119K - $125K
343K $18.3M
VUG
Vanguard Growth ETF

ETFs
112
+ 2.17%
$329.49 - $438.4 $36.9K - $49.1K
5.27K $2.31M
NVDA
Nvidia Corp

Technology
785
+ 16.91%
$94.31 - $157.99 $74K - $124K
5.43K $857K
MBB
Ishares Tr

ETFs
2.97K
+ 5.74%
$91.41 - $94.22 $271K - $280K
54.6K $5.13M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
2.45K
+ 0.99%
$40.82 - $43.14 $99.9K - $106K
250K $10.8M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.66K
+ 82.12%
$58.41 - $72.69 $156K - $194K
5.91K $429K
SPY
Spdr S&P 500 ETF Trust

ETFs
81
+ 2.94%
$496.48 - $617.85 $40.2K - $50K
2.83K $1.75M
TSLA
Tesla, Inc.

Consumer Cyclical
100
+ 3.55%
$221.86 - $362.89 $22.2K - $36.3K
2.92K $927K
DE
Deere & CO

Industrials
74
+ 1.97%
$412.99 - $531.48 $30.6K - $39.3K
3.83K $1.95M
QQQ
Invesco Qqq Trust, Series 1

ETFs
157
+ 29.68%
$416.06 - $551.64 $65.3K - $86.6K
686 $378K
WMT
Walmart Inc.

Consumer Defensive
245
+ 2.44%
$81.79 - $99.98 $20K - $24.5K
10.3K $1.01M
AOR
Ishares Tr Core Growth Allocat

ETFs
107
+ 0.46%
$53.36 - $61.57 $5.71K - $6.59K
23.4K $1.44M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
182
+ 0.11%
$77.74 - $78.78 $14.1K - $14.3K
171K $13.5M
EMB
Ishares Tr

ETFs
705
+ 6.11%
$86.54 - $92.62 $61K - $65.3K
12.2K $1.13M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
6.8K
+ 1695.51%
$87.84 - $1441.89 $597K - $9.8M
7.2K $648K
LPLA
Lpl Financial Holdings Inc.

Financial Services
15
+ 1.1%
$283.31 - $388.96 $4.25K - $5.83K
1.38K $517K
WM
Waste Management Inc

Industrials
394
+ 5.14%
$216.47 - $242.1 $85.3K - $95.4K
8.07K $1.85M
VOE
Vanguard Mid Cap Value Index F

ETFs
246
+ 5.3%
$141.87 - $164.49 $34.9K - $40.5K
4.89K $804K
F
Ford Motor CO

Consumer Cyclical
4.56K
+ 22.76%
$8.69 - $10.85 $39.6K - $49.5K
24.6K $266K
AOM
Ishares Tr Core Moderate Alloc

ETFs
598
+ 3.79%
$41.55 - $46.04 $24.8K - $27.5K
16.4K $754K
BSJR
Invesco Indx Tr

ETFs
1.8K
+ 2.73%
$21.81 - $22.71 $39.2K - $40.8K
67.6K $1.53M
TRV
Travelers Companies, Inc.

Financial Services
199
+ 8.33%
$233.83 - $276.34 $46.5K - $55K
2.59K $692K
GLD
Spdr Gold Trust

ETFs
128
+ 10.31%
$273.71 - $316.29 $35K - $40.5K
1.37K $417K
IEFA
Ishares Tr

ETFs
333
+ 7.56%
$67.83 - $84.09 $22.6K - $28K
4.74K $395K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
2.42K
+ 16.71%
$22.54 - $23.17 $54.4K - $56K
16.9K $387K
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
1.6K
+ 6.28%
$20.93 - $22.05 $33.5K - $35.3K
27.1K $597K
GOOG
Alphabet Inc.

Communication Services
67
+ 4.89%
$146.58 - $180.01 $9.82K - $12.1K
1.44K $254K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
38
+ 0.56%
$39.89 - $49.46 $1.52K - $1.88K
6.87K $339K
USRT
Ishares Core U.S. Reit ETF

ETFs
1.46K
+ 1.25%
$50.37 - $57.97 $73.5K - $84.6K
118K $6.68M
LAMR
Lamar Advertising CO

Real Estate
11
+ 0.43%
$102.35 - $121.67 $1.13K - $1.34K
2.59K $314K
AOK
Ishares Tr Core Conservative A

ETFs
75
+ 0.88%
$36.09 - $39.07 $2.71K - $2.93K
8.58K $335K
T
At&T Inc.

Communication Services
233
+ 2.49%
$26.33 - $28.94 $6.13K - $6.74K
9.6K $277K
Activity Summary
Buys All Purchases 68 New Holdings 5 Increased Positions 63 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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