Legacy Financial Group LLC Reduced Holdings in Q3 2025

Legacy Financial Group LLC

  • $614 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-28.2K
- 80.51%
$567.77 - $614.76 $16M - $17.3M
6.82K $4.17M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-141K
- 97.7%
$94.17 - $99.95 $13.3M - $14.1M
3.33K $332K
VEA
Vanguard Ftse Developed Market

ETFs
-209K
- 58.68%
$56.02 - $60.3 $11.7M - $12.6M
147K $8.8M
EFG
Msci Eafe Growth ETF

ETFs
-44.1K
- 83.94%
$106.99 - $114.46 $4.71M - $5.04M
8.43K $960K
IYW
Ishares Dj Us Tech ETF

ETFs
-28.4K
- 94.0%
$171.38 - $197.01 $4.86M - $5.59M
1.81K $354K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-15.8K
- 15.88%
$182.33 - $194.5 $2.88M - $3.07M
83.7K $16.3M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-53.8K
- 13.53%
$54.35 - $59.32 $2.93M - $3.19M
344K $20.4M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-31.6K
- 5.5%
$45.6 - $46.92 $1.44M - $1.48M
543K $25.4M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-36.1K
- 50.72%
$23.03 - $23.12 $831K - $834K
35.1K $808K
DE
Deere & CO

Industrials
-656
- 17.13%
$457.26 - $524.37 $300K - $344K
3.17K $1.45M
MSFT
Microsoft Corp

Technology
-738
- 8.61%
$491.09 - $535.64 $362K - $395K
7.83K $4.06M
WM
Waste Management Inc

Industrials
-144
- 1.79%
$213.88 - $237.1 $30.8K - $34.1K
7.92K $1.75M
BSJR
Invesco Indx Tr

ETFs
-3.18K
- 4.71%
$22.64 - $22.85 $72.1K - $72.7K
64.4K $1.46M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
-3.25K
- 10.34%
$21.91 - $22.57 $71.1K - $73.2K
28.1K $631K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-158
- 23.03%
$546.99 - $602.2 $86.4K - $95.1K
528 $316K
TIP
Ishares Tr Tips Bd ETF

ETFs
-495
- 13.53%
$109.11 - $111.88 $54K - $55.4K
3.16K $351K
EMR
Emerson Electric CO

Industrials
-100
- 2.92%
$128.6 - $149.63 $12.9K - $15K
3.32K $435K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-503
- 8.02%
$92.97 - $100.18 $46.8K - $50.4K
5.77K $573K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-792
- 7.16%
$41.5 - $43.83 $32.9K - $34.7K
10.3K $450K
NUDM
Nuveen Esg International Devel

ETFs
-901
- 7.8%
$34.72 - $37.63 $31.3K - $33.9K
10.7K $400K
Jpmorgan Hedged Equity Laddered Overlay ETF
-15.2K
- 1.55%
N/A
961K $0
AOK
Ishares Tr Core Conservative A

ETFs
-51
- 0.59%
$38.64 - $40.17 $1.97K - $2.05K
8.53K $342K
VTI
Vanguard Total Stock Market Et

ETFs
-128
- 6.07%
$303.93 - $329.86 $38.9K - $42.2K
1.98K $649K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-176
- 1.07%
$45.4 - $47.61 $7.99K - $8.38K
16.2K $771K
WFC
Wells Fargo & Company

Financial Services
-142
- 1.66%
$77.05 - $85.16 $10.9K - $12.1K
8.41K $705K
AOR
Ishares Tr Core Growth Allocat

ETFs
-522
- 2.23%
$60.99 - $64.39 $31.8K - $33.6K
22.9K $1.47M
GE
General Electric CO

Industrials
-25
- 2.71%
$244.75 - $305.63 $6.12K - $7.64K
899 $270K
WMT
Walmart Inc.

Consumer Defensive
-180
- 1.75%
$94.4 - $104.27 $17K - $18.8K
10.1K $1.04M
GOOG
Alphabet Inc.

Communication Services
-2
- 0.14%
$175.16 - $255.24 $350 - $510
1.44K $349K
SPY
Spdr S&P 500 ETF Trust

ETFs
-37
- 1.31%
$617.65 - $666.84 $22.9K - $24.7K
2.8K $1.86M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-145
- 1.32%
$459.11 - $506.91 $66.6K - $73.5K
10.9K $5.46M
VO
Vanguard Mid Cap ETF

ETFs
-296
- 1.66%
$279.83 - $293.74 $82.8K - $86.9K
17.5K $5.14M
VUG
Vanguard Growth ETF

ETFs
-110
- 2.09%
$433.97 - $484.08 $47.7K - $53.2K
5.16K $2.48M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-461
- 1.32%
$135.0 - $146.02 $62.2K - $67.3K
34.6K $5.04M
TSLA
Tesla, Inc.

Consumer Cyclical
-48
- 1.64%
$293.94 - $444.72 $14.1K - $21.3K
2.87K $1.28M
CASY
Caseys General Stores Inc

Consumer Cyclical
-141
- 1.71%
$494.52 - $565.32 $69.7K - $79.7K
8.09K $4.57M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-5.57K
- 2.28%
$52.12 - $55.33 $290K - $308K
238K $13.2M
IVW
Ishares S&P 500 Growth ETF

ETFs
-903
- 0.6%
$108.97 - $121.65 $98.4K - $110K
150K $18.1M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-2.28K
- 0.63%
$148.97 - $165.88 $340K - $378K
358K $59M
Activity Summary
Buys All Purchases 60 New Holdings 11 Increased Positions 49 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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