Legacy Financial Group LLC Portfolio Holdings by Sector
Legacy Financial Group LLC
- $520 Billion
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IUSG SDY VOO VB IUSB VEA IGIB BSJQ 49 stocks |
$488 Million
97.73% of portfolio
|
  38  
|
  10  
|
  1  
|
- |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$4.88 Million
0.98% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$2.87 Million
0.57% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.58 Million
0.52% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
WFC 1 stocks |
$795,851
0.16% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
F 1 stocks |
$201,114
0.04% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|