Legacy Financial Group LLC Reduced Holdings in Q1 2025

Legacy Financial Group LLC

  • $567 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-7.87K
- 1.68%
$126.86 - $146.45 $998K - $1.15M
461K $58.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-5.33K
- 7.86%
$507.05 - $563.67 $2.7M - $3.01M
62.5K $32M
VB
Vanguard Small Cap ETF

ETFs
-2.38K
- 1.73%
$217.89 - $252.64 $518K - $600K
135K $29.9M
VEA
Vanguard Ftse Developed Market

ETFs
-63K
- 16.73%
$47.4 - $52.99 $2.99M - $3.34M
314K $16.1M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-78.5K
- 39.74%
$23.03 - $23.17 $1.81M - $1.82M
119K $2.74M
EFG
Msci Eafe Growth ETF

ETFs
-17K
- 28.31%
$96.1 - $106.37 $1.64M - $1.81M
43.1K $4.35M
MBB
Ishares Tr

ETFs
-13.7K
- 20.95%
$90.37 - $94.08 $1.24M - $1.29M
51.7K $4.84M
EFV
Msci Eafe Value ETF

ETFs
-31.4K
- 28.94%
$51.88 - $60.73 $1.63M - $1.91M
77.1K $4.58M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.3K
- 8.27%
$190.26 - $242.06 $248K - $315K
14.5K $2.75M
MSFT
Microsoft Corp

Technology
-674
- 7.81%
$375.39 - $447.2 $253K - $301K
7.95K $2.98M
AOA
Ishares Tr Core Aggressive All

ETFs
-6.11K
- 6.73%
$75.7 - $80.01 $462K - $489K
84.7K $6.46M
VUG
Vanguard Growth ETF

ETFs
-528
- 9.28%
$369.1 - $427.61 $195K - $226K
5.16K $1.91M
AAPL
Apple Inc.

Technology
-475
- 4.25%
$209.68 - $247.1 $99.6K - $117K
10.7K $2.38M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
-14.4K
- 1.86%
$23.19 - $23.5 $334K - $338K
759K $17.6M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-9.02K
- 2.39%
$128.74 - $138.67 $1.16M - $1.25M
368K $49.5M
WFC
Wells Fargo & Company

Financial Services
-4.49K
- 33.16%
$66.78 - $81.42 $300K - $365K
9.05K $649K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-7.02K
- 27.25%
$29.72 - $31.94 $209K - $224K
18.7K $580K
USRT
Ishares Core U.S. Reit ETF

ETFs
-2.43K
- 2.04%
$55.14 - $60.29 $134K - $146K
117K $6.65M
SPY
Spdr S&P 500 ETF Trust

ETFs
-127
- 4.41%
$551.42 - $612.93 $70K - $77.8K
2.75K $1.54M
NVDA
Nvidia Corp

Technology
-134
- 2.81%
$106.98 - $149.43 $14.3K - $20K
4.64K $502K
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.48K
- 23.45%
$106.22 - $110.65 $157K - $163K
4.82K $533K
IWC
Russell Micro Cap ETF

ETFs
-257
- 5.39%
$112.36 - $133.46 $28.9K - $34.3K
4.51K $506K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-37
- 0.39%
$102.49 - $119.96 $3.79K - $4.44K
9.45K $982K
VOE
Vanguard Mid Cap Value Index F

ETFs
-488
- 9.51%
$156.61 - $168.02 $76.4K - $82K
4.64K $738K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-721
- 6.27%
$57.21 - $65.8 $41.2K - $47.4K
10.8K $627K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-807
- 6.69%
$75.99 - $81.58 $61.3K - $65.8K
11.3K $865K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-132
- 1.95%
$77.67 - $90.15 $10.3K - $11.9K
6.65K $520K
GOOG
Alphabet Inc.

Communication Services
-62
- 4.33%
$156.06 - $207.71 $9.68K - $12.9K
1.37K $214K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
-2.51K
- 6.94%
$21.49 - $22.24 $53.9K - $55.8K
33.7K $744K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-528
- 5.46%
$56.17 - $59.71 $29.7K - $31.5K
9.13K $517K
BNDX
Vanguard Total International B

ETFs
-662
- 10.88%
$48.33 - $49.5 $32K - $32.8K
5.42K $264K
RLY
Ssga Active ETF Tr

ETFs
-2.38K
- 10.16%
$27.21 - $28.6 $64.8K - $68.1K
21K $598K
AOK
Ishares Tr Core Conservative A

ETFs
-926
- 9.82%
$36.86 - $38.15 $34.1K - $35.3K
8.51K $319K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-105
- 20.75%
$1187.71 - $1432.58 $125K - $150K
401 $574K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1
- 0.19%
$468.34 - $539.52 $468 - $540
529 $248K
AOR
Ishares Tr Core Growth Allocat

ETFs
-409
- 1.73%
$56.63 - $59.39 $23.2K - $24.3K
23.3K $1.34M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-564
- 7.62%
$42.5 - $46.71 $24K - $26.3K
6.83K $309K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-235
- 1.62%
$39.4 - $42.61 $9.26K - $10K
14.2K $570K
PG
Procter & Gamble CO

Consumer Defensive
-90
- 5.92%
$158.56 - $176.26 $14.3K - $15.9K
1.43K $243K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-18
- 0.12%
$22.25 - $23.0 $401 - $414
14.5K $331K
Northern Lts Fd Tr Ii
-1.47K
- 1.18%
N/A
123K $0
WM
Waste Management Inc

Industrials
-1.12K
- 12.76%
$200.54 - $233.78 $225K - $262K
7.67K $1.78M
AOM
Ishares Tr Core Moderate Alloc

ETFs
-49
- 0.31%
$42.93 - $44.71 $2.1K - $2.19K
15.8K $691K
TRV
Travelers Companies, Inc.

Financial Services
-218
- 8.37%
$232.43 - $265.13 $50.7K - $57.8K
2.39K $631K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-48
- 0.43%
$38.89 - $41.6 $1.87K - $2K
11.2K $447K
NUDM
Nuveen Esg International Devel

ETFs
-17
- 0.14%
$29.75 - $33.12 $506 - $563
12K $385K
IEFA
Ishares Tr

ETFs
-1
- 0.02%
$69.57 - $78.65 $69.6 - $78.7
4.41K $336K
CASY
Caseys General Stores Inc

Consumer Cyclical
-552
- 6.2%
$378.71 - $442.54 $209K - $244K
8.35K $3.62M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-6.93K
- 1.25%
$44.72 - $46.25 $310K - $321K
546K $25.1M
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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