Legacy Financial Group LLC Incresed Positions in Q1 2025

Legacy Financial Group LLC

  • $567 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
1.88M
+ 5833.15%
$24.66 - $26.1 $46.5M - $49.2M
1.92M $47.6M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
34K
+ 39.71%
$90.0 - $96.32 $3.06M - $3.28M
120K $10.9M
IAU
Ishares Gold Trust

ETFs
20.5K
+ 39.76%
$49.74 - $58.96 $1.02M - $1.21M
72.1K $4.25M
QUAL
Ishares Msci Usa Quality Facto

ETFs
13.3K
+ 16.71%
$168.16 - $186.21 $2.24M - $2.48M
92.9K $15.8M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
15.1K
+ 5.03%
$54.25 - $57.64 $821K - $872K
316K $17.4M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
3.79K
+ 1.13%
$50.82 - $52.7 $193K - $200K
340K $17.8M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
10.8K
+ 5.44%
$49.78 - $53.19 $536K - $573K
209K $10.6M
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
30.3K
+ 4.58%
$21.04 - $21.64 $637K - $655K
691K $14.5M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.04K
+ 1.2%
$76.94 - $78.24 $157K - $159K
171K $13.4M
EMB
Ishares Tr

ETFs
3.29K
+ 39.93%
$88.64 - $92.03 $292K - $303K
11.5K $1.04M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.45K
+ 1.64%
$71.17 - $73.66 $103K - $107K
89.7K $6.58M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
2K
+ 0.23%
$19.43 - $19.62 $38.9K - $39.3K
857K $16.8M
PFG
Principal Financial Group Inc

Financial Services
507
+ 5.09%
$76.34 - $89.04 $38.7K - $45.1K
10.5K $883K
XOM
Exxon Mobil Corp

Energy
369
+ 9.82%
$105.44 - $118.93 $38.9K - $43.9K
4.13K $490K
WMT
Walmart Inc.

Consumer Defensive
1.18K
+ 13.35%
$84.5 - $105.05 $100K - $124K
10K $881K
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
3.29K
+ 14.83%
$21.66 - $22.08 $71.3K - $72.7K
25.5K $551K
AEE
Ameren Corp

Utilities
150
+ 3.63%
$86.87 - $103.67 $13K - $15.6K
4.28K $429K
VO
Vanguard Mid Cap ETF

ETFs
655
+ 4.25%
$251.87 - $277.95 $165K - $182K
16.1K $4.13M
GLD
Spdr Gold Trust

ETFs
9
+ 0.73%
$243.19 - $288.14 $2.19K - $2.59K
1.24K $357K
T
At&T Inc.

Communication Services
48
+ 0.51%
$21.56 - $28.28 $1.03K - $1.36K
9.37K $264K
BSJR
Invesco Indx Tr

ETFs
2.31K
+ 3.64%
$22.4 - $22.69 $51.7K - $52.4K
65.8K $1.47M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1.69K
+ 0.69%
$42.38 - $43.28 $71.5K - $73K
248K $10.5M
VDE
Vanguard Energy ETF

ETFs
13
+ 0.41%
$119.14 - $132.76 $1.55K - $1.73K
3.15K $404K
F
Ford Motor CO

Consumer Cyclical
1.6K
+ 8.7%
$9.12 - $10.43 $14.6K - $16.7K
20K $200K
VTV
Vanguard Value ETF

ETFs
66
+ 2.19%
$167.73 - $179.21 $11.1K - $11.8K
3.08K $526K
SCHV
Schwab Strategic Tr Us Large C

ETFs
285
+ 2.08%
$25.77 - $27.6 $7.34K - $7.87K
14K $367K
PEP
Pepsico Inc

Consumer Defensive
71
+ 4.92%
$142.64 - $156.42 $10.1K - $11.1K
1.51K $227K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
41
+ 2.08%
$126.11 - $135.06 $5.17K - $5.54K
2.01K $256K
BSCU
Invesco Exc Self Ind Tr

ETFs
148
+ 1.12%
$16.2 - $16.64 $2.4K - $2.46K
13.4K $221K
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
32
+ 0.32%
$21.05 - $21.54 $674 - $689
10K $211K
Blackrock ETF Trust Ii
12K
+ 2.74%
N/A
451K $0
J P Morgan Exchange Traded F
20.3K
+ 2.27%
N/A
916K $0
LAMR
Lamar Advertising CO

Real Estate
12
+ 0.47%
$110.65 - $132.9 $1.33K - $1.59K
2.58K $293K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
415
+ 2.25%
$196.12 - $229.48 $81.4K - $95.2K
18.9K $3.79M
HD
Home Depot, Inc.

Consumer Cyclical
8
+ 0.53%
$347.25 - $424.87 $2.78K - $3.4K
1.52K $557K
CAT
Caterpillar Inc

Industrials
1
+ 0.08%
$326.75 - $407.63 $327 - $408
1.18K $390K
ITOT
Ishares Core S&P Total U.S. St

ETFs
259
+ 0.84%
$120.29 - $134.6 $31.2K - $34.9K
31.3K $3.8M
IYW
Ishares Dj Us Tech ETF

ETFs
1.16K
+ 3.48%
$140.66 - $166.79 $163K - $194K
34.5K $4.85M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.05K
+ 0.41%
$48.06 - $53.73 $50.5K - $56.5K
259K $12.5M
IVW
Ishares S&P 500 Growth ETF

ETFs
795
+ 0.5%
$92.45 - $106.69 $73.5K - $84.8K
159K $14.7M
Activity Summary
Buys All Purchases 47 New Holdings 6 Increased Positions 41 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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