Legacy Financial Strategies, LLC Purchases in Q3 2025

Legacy Financial Strategies, LLC

  • $548 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
138K
+ 5.42%
$23.82 - $25.84 $3.29M - $3.57M
2.68M $69M
IGM
Ishares Expanded Tech Sector E

ETFs
27.1K
+ 9.92%
$110.96 - $127.67 $3.01M - $3.46M
300K $37.8M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
35.3K
New
$110.74 - $122.12 $3.9M - $4.31M
35.3K $4.27M
DGRO
Ishares Core Dividend Growth E

ETFs
21.1K
+ 3.67%
$64.12 - $68.08 $1.35M - $1.43M
595K $40.5M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
9.98K
+ 241.37%
$275.84 - $326.36 $2.75M - $3.26M
14.1K $4.6M
ADM
Archer Daniels Midland CO

Consumer Defensive
40.5K
New
$53.54 - $64.21 $2.17M - $2.6M
40.5K $2.42M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
18K
+ 4.5%
$97.75 - $100.75 $1.76M - $1.81M
417K $41.8M
NVDA
Nvidia Corp

Technology
2.59K
+ 5.23%
$153.3 - $186.58 $396K - $482K
52.1K $9.71M
AAPL
Apple Inc.

Technology
251
+ 0.79%
$202.38 - $256.87 $50.8K - $64.5K
31.9K $8.12M
PLTR
Palantir Technologies Inc.

Technology
1.66K
+ 15.33%
$130.68 - $186.97 $217K - $310K
12.5K $2.28M
AVGO
Broadcom Inc.

Technology
1.39K
+ 32.26%
$264.74 - $369.57 $368K - $514K
5.7K $1.88M
LOW
Lowes Companies Inc

Consumer Cyclical
962
+ 6.94%
$215.01 - $273.02 $207K - $263K
14.8K $3.73M
GOOGL
Alphabet Inc.

Communication Services
450
+ 6.17%
$174.36 - $254.72 $78.5K - $115K
7.74K $1.88M
TSLA
Tesla, Inc.

Consumer Cyclical
184
+ 4.75%
$293.94 - $444.72 $54.1K - $81.8K
4.06K $1.81M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
20.6K
+ 26.53%
$23.69 - $24.32 $489K - $502K
98.5K $2.39M
ATO
Atmos Energy Corp

Utilities
981
+ 4.67%
$151.51 - $170.75 $149K - $168K
22K $3.75M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
19.1K
+ 86.56%
$24.11 - $24.94 $461K - $477K
41.2K $1.03M
MSFT
Microsoft Corp

Technology
550
+ 5.89%
$491.09 - $535.64 $270K - $295K
9.89K $5.12M
AOS
Smith A O Corp

Industrials
1.19K
+ 2.87%
$67.24 - $74.3 $79.8K - $88.2K
42.6K $3.13M
ORCL
Oracle Corp

Technology
1.37K
New
$218.96 - $328.33 $300K - $449K
1.37K $385K
AFL
Aflac Inc

Financial Services
1.29K
+ 3.63%
$98.09 - $111.7 $126K - $144K
36.7K $4.1M
CDNS
Cadence Design Systems Inc

Technology
1.01K
New
$309.46 - $373.37 $312K - $376K
1.01K $353K
EXPD
Expeditors International Of Washington Inc

Industrials
846
+ 3.74%
$111.37 - $124.95 $94.2K - $106K
23.5K $2.88M
WMT
Walmart Inc.

Consumer Defensive
829
+ 2.15%
$94.4 - $104.27 $78.3K - $86.4K
39.4K $4.06M
TAXF
American Centy ETF Tr Diversif

ETFs
5.09K
New
$48.42 - $50.27 $246K - $256K
5.09K $255K
AMZN
Amazon Com Inc

Consumer Cyclical
1.15K
+ 9.47%
$211.65 - $238.24 $244K - $275K
13.3K $2.93M
COP
Conocophillips

Energy
2.62K
New
$91.0 - $98.99 $238K - $259K
2.62K $247K
GOOG
Alphabet Inc.

Communication Services
301
+ 11.45%
$175.16 - $255.24 $52.7K - $76.8K
2.93K $713K
CRWD
Crowd Strike Holdings, Inc.

Technology
547
+ 28.91%
$412.46 - $514.1 $226K - $281K
2.44K $1.2M
XOM
Exxon Mobil Corp

Energy
1.99K
New
$105.83 - $117.22 $210K - $233K
1.99K $224K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
4.32K
+ 22.79%
$50.53 - $50.82 $218K - $219K
23.2K $1.18M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.17K
New
$100.16 - $100.7 $218K - $219K
2.17K $218K
CINF
Cincinnati Financial Corp

Financial Services
65
+ 0.29%
$145.8 - $158.1 $9.48K - $10.3K
22.6K $3.58M
VB
Vanguard Small Cap ETF

ETFs
842
New
$237.58 - $259.17 $200K - $218K
842 $214K
GE
General Electric CO

Industrials
684
New
$244.75 - $305.63 $167K - $209K
684 $205K
JPM
Jpmorgan Chase & CO

Financial Services
207
+ 3.82%
$282.78 - $316.06 $58.5K - $65.4K
5.62K $1.77M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.43K
New
$132.9 - $142.03 $190K - $203K
1.43K $201K
NDSN
Nordson Corp

Industrials
96
+ 0.77%
$209.25 - $227.98 $20.1K - $21.9K
12.6K $2.85M
FNDX
Schwab Fundamental U S Large C

ETFs
2.32K
+ 6.81%
$24.38 - $26.34 $56.6K - $61.1K
36.4K $957K
JNJ
Johnson & Johnson

Healthcare
148
+ 5.44%
$155.17 - $185.42 $23K - $27.4K
2.87K $531K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.31K
+ 25.22%
$53.81 - $57.52 $70.5K - $75.4K
6.51K $374K
T
At&T Inc.

Communication Services
3.33K
+ 32.29%
$26.94 - $29.62 $89.7K - $98.6K
13.6K $385K
META
Meta Platforms, Inc.

Communication Services
122
+ 6.13%
$695.21 - $791.73 $84.8K - $96.6K
2.11K $1.55M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
92
+ 2.31%
$89.32 - $107.82 $8.22K - $9.92K
4.08K $439K
IBM
International Business Machines Corp

Technology
394
+ 15.74%
$234.77 - $292.47 $92.5K - $115K
2.9K $817K
AMD
Advanced Micro Devices Inc

Technology
149
+ 6.13%
$134.8 - $184.42 $20.1K - $27.5K
2.58K $417K
ABT
Abbott Laboratories

Healthcare
934
+ 3.72%
$120.51 - $136.62 $113K - $128K
26.1K $3.49M
GLD
Spdr Gold Trust

ETFs
55
+ 5.5%
$300.96 - $355.47 $16.6K - $19.6K
1.06K $375K
SHW
Sherwin Williams CO

Basic Materials
112
+ 1.03%
$330.88 - $375.23 $37.1K - $42K
11K $3.8M
Activity Summary
Buys All Purchases 84 New Holdings 13 Increased Positions 71 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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