Legacy Financial Group LLC Portfolio Holdings

Legacy Financial Group LLC

  • $520 Billion
  • Q3 2024

Legacy Financial Group LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $520 Billion distributed in 56 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P U.S Growth Et with a value of $65B, Spdr Series Tr Spdr S&P Divide with a value of $53.2B, Vanguard Index Fds S&P 500 ETF with a value of $36.8B, Vanguard Small Cap ETF with a value of $34B, and Ishares Core Total Usd Bond Ma with a value of $28.2B.

Examining the 13F form we can see an increase of $11.5B in the current position value, from $508B to 520B.

Below you can find more details about Legacy Financial Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $520 Billion
ETFs: $488 Billion
Financial Services: $5.67 Billion
Consumer Cyclical: $3.07 Billion
Technology: $2.58 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 56
  • Current Value $520 Billion
  • Prior Value $508 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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