Legacy Financial Group LLC Reduced Holdings in Q2 2025

Legacy Financial Group LLC

  • $591 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-27.6K
- 44.1%
$456.74 - $568.03 $12.6M - $15.7M
35K $19.9M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-81.8K
- 22.2%
$121.58 - $136.74 $9.94M - $11.2M
287K $38.9M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-101K
- 21.8%
$113.67 - $150.4 $11.4M - $15.1M
361K $54.3M
IAU
Ishares Gold Trust

ETFs
-39K
- 54.12%
$56.1 - $64.74 $2.19M - $2.52M
33.1K $2.06M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-60.1K
- 7.41%
$20.16 - $20.49 $1.21M - $1.23M
751K $15.4M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-47.9K
- 40.24%
$22.87 - $23.14 $1.1M - $1.11M
71.1K $1.64M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-45.4K
- 5.3%
$19.49 - $19.66 $885K - $893K
812K $16M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
-36K
- 4.74%
$22.66 - $23.41 $816K - $843K
723K $16.9M
AAPL
Apple Inc.

Technology
-402
- 3.76%
$172.42 - $223.89 $69.3K - $90K
10.3K $2.11M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-3.33K
- 36.49%
$51.14 - $57.0 $170K - $190K
5.8K $329K
VTI
Vanguard Total Stock Market Et

ETFs
-519
- 19.76%
$243.75 - $303.93 $127K - $158K
2.11K $640K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-1.48K
- 13.11%
$71.86 - $82.66 $106K - $122K
9.78K $808K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
-2.28K
- 6.79%
$21.71 - $22.3 $49.6K - $50.9K
31.4K $695K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-968
- 1.08%
$72.02 - $73.82 $69.7K - $71.5K
88.8K $6.54M
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
-16K
- 2.31%
$20.29 - $21.52 $324K - $343K
675K $14.5M
FISV
Fiserv Inc

Technology
-93
- 5.62%
N/A
1.56K $195K
RLY
Ssga Active ETF Tr

ETFs
-517
- 2.46%
$25.82 - $29.59 $13.3K - $15.3K
20.5K $597K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-67
- 3.33%
$114.78 - $133.31 $7.69K - $8.93K
1.94K $259K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-147
- 1.05%
$23.55 - $27.67 $3.46K - $4.07K
13.8K $382K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-121
- 1.08%
$36.02 - $41.92 $4.36K - $5.07K
11.1K $463K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-1.37K
- 7.31%
$27.26 - $34.48 $37.3K - $47.2K
17.4K $599K
NUDM
Nuveen Esg International Devel

ETFs
-445
- 3.71%
$28.66 - $35.49 $12.8K - $15.8K
11.6K $409K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-176
- 1.63%
$51.16 - $62.02 $9K - $10.9K
10.6K $657K
WFC
Wells Fargo & Company

Financial Services
-494
- 5.46%
$60.98 - $80.12 $30.1K - $39.6K
8.55K $685K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-92
- 0.97%
$90.56 - $109.49 $8.33K - $10.1K
9.35K $1.02M
CAT
Caterpillar Inc

Industrials
-29
- 2.45%
$273.94 - $388.21 $7.94K - $11.3K
1.15K $447K
IWC
Russell Micro Cap ETF

ETFs
-90
- 2.0%
$97.43 - $127.66 $8.77K - $11.5K
4.42K $564K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-375
- 5.64%
$70.54 - $93.95 $26.5K - $35.2K
6.27K $589K
EMR
Emerson Electric CO

Industrials
-100
- 2.84%
$94.15 - $133.33 $9.42K - $13.3K
3.42K $456K
IYW
Ishares Dj Us Tech ETF

ETFs
-4.31K
- 12.5%
$122.57 - $173.27 $529K - $747K
30.2K $5.23M
AOA
Ishares Tr Core Aggressive All

ETFs
-1.57K
- 1.85%
$69.46 - $83.4 $109K - $131K
83.1K $6.93M
CASY
Caseys General Stores Inc

Consumer Cyclical
-114
- 1.37%
$415.82 - $510.91 $47.4K - $58.2K
8.23K $4.2M
IVW
Ishares S&P 500 Growth ETF

ETFs
-7.73K
- 4.87%
$82.96 - $110.1 $641K - $851K
151K $16.6M
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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