Legacy Financial Strategies, LLC Purchases in Q4 2024

Legacy Financial Strategies, LLC

  • $461 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.09M
+ 314.69%
$25.93 - $105.3 $54.1M - $220M
2.75M $76.6M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.61M
+ 210.0%
$22.01 - $66.82 $35.4M - $107M
2.37M $53.9M
IGM
Ishares Expanded Tech Sector E

ETFs
7.49K
+ 3.05%
$94.19 - $106.95 $705K - $801K
253K $25.8M
AVLV
American Centy ETF Tr Avantis
14.4K
+ 3.04%
$65.51 - $71.22 $943K - $1.02M
487K $32.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
11.7K
+ 8.12%
$113.92 - $127.38 $1.33M - $1.49M
156K $17.9M
NVDA
Nvidia Corp

Technology
1.35K
+ 3.27%
$117.0 - $148.88 $158K - $201K
42.6K $5.72M
SPY
Spdr S&P 500 ETF Trust

ETFs
842
+ 11.55%
$567.81 - $607.81 $478K - $512K
8.13K $4.77M
PLTR
Palantir Technologies Inc.

Technology
7.33K
New
$36.46 - $82.38 $267K - $604K
7.33K $554K
WMT
Walmart Inc.

Consumer Defensive
5.25K
+ 101.86%
$79.1 - $95.7 $416K - $503K
10.4K $940K
SO
Southern CO

Utilities
6.01K
New
$81.5 - $94.15 $490K - $566K
6.01K $494K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.47K
+ 105.98%
$238.25 - $261.28 $350K - $384K
2.86K $692K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
6.87K
+ 60.56%
$50.62 - $50.97 $348K - $350K
18.2K $923K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
370
+ 4.48%
$521.84 - $558.82 $193K - $207K
8.64K $4.65M
PANW
Palo Alto Networks Inc

Technology
2.48K
+ 232.77%
$181.96 - $405.9 $451K - $1.01M
3.54K $644K
MLI
Mueller Industries Inc

Industrials
3.41K
New
$71.2 - $95.34 $243K - $325K
3.41K $270K
CFFN
Capitol Federal Financial, Inc.

Financial Services
42.9K
New
$5.54 - $7.18 $238K - $308K
42.9K $253K
VGT
Vanguard Information Technolog

ETFs
402
New
$571.78 - $647.97 $230K - $260K
402 $249K
EVRG
Evergy, Inc.

Utilities
3.83K
New
$59.06 - $65.0 $226K - $249K
3.83K $235K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.8K
New
$53.94 - $58.15 $205K - $221K
3.8K $214K
COST
Costco Wholesale Corp

Consumer Defensive
231
New
$873.59 - $994.69 $202K - $230K
231 $211K
NFLX
Netflix Inc

Communication Services
232
New
$687.65 - $936.56 $160K - $217K
232 $206K
CRM
Salesforce, Inc.

Technology
616
New
$270.87 - $367.87 $167K - $227K
616 $205K
KR
Kroger CO

Consumer Defensive
3.24K
New
$55.21 - $63.3 $179K - $205K
3.24K $198K
CRWD
Crowd Strike Holdings, Inc.

Technology
340
+ 26.9%
$275.15 - $388.2 $93.6K - $132K
1.6K $548K
GOOGL
Alphabet Inc.

Communication Services
244
+ 4.02%
$161.86 - $196.66 $39.5K - $48K
6.31K $1.19M
CINF
Cincinnati Financial Corp

Financial Services
9
+ 0.04%
$132.86 - $160.16 $1.2K - $1.44K
21.9K $3.14M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.87K
+ 17.74%
$71.75 - $75.11 $206K - $216K
19.1K $1.37M
TMUS
T Mobile Us, Inc.

Communication Services
372
+ 7.82%
$206.1 - $246.94 $76.7K - $91.9K
5.13K $1.13M
AVGO
Broadcom Inc.

Technology
267
+ 19.52%
$159.67 - $250.0 $42.6K - $66.8K
1.64K $379K
EOT
Eaton Vance National Municipal Opportunities Trust

Financial Services
10.7K
+ 45.97%
$16.46 - $17.94 $176K - $192K
34K $559K
JPM
Jpmorgan Chase & CO

Financial Services
153
+ 4.51%
$205.18 - $250.29 $31.4K - $38.3K
3.55K $849K
ET
Energy Transfer LP

Energy
2K
+ 10.87%
$16.05 - $19.86 $32.1K - $39.7K
20.4K $399K
HON
Honeywell International Inc

Industrials
15
+ 0.31%
$202.84 - $236.0 $3.04K - $3.54K
4.81K $1.09M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.04K
+ 12.51%
$57.53 - $60.83 $117K - $124K
18.4K $1.06M
META
Meta Platforms, Inc.

Communication Services
85
+ 4.49%
$554.08 - $632.68 $47.1K - $53.8K
1.98K $1.17M
WMB
Williams Companies, Inc.

Energy
98
+ 1.44%
$46.37 - $59.74 $4.54K - $5.85K
6.89K $372K
GOOG
Alphabet Inc.

Communication Services
42
+ 1.88%
$163.08 - $198.16 $6.85K - $8.32K
2.28K $434K
MSFT
Microsoft Corp

Technology
313
+ 3.65%
$406.35 - $454.46 $127K - $142K
8.88K $3.74M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
16
+ 0.71%
$172.07 - $207.36 $2.75K - $3.32K
2.26K $445K
AXP
American Express CO

Financial Services
11
+ 0.67%
$267.35 - $305.57 $2.94K - $3.36K
1.64K $487K
VIG
Vanguard Dividend Appreciation

ETFs
201
+ 4.79%
N/A
4.4K $801K
ATO
Atmos Energy Corp

Utilities
115
+ 0.48%
$136.41 - $151.43 $15.7K - $17.4K
23.9K $3.33M
CDNS
Cadence Design Systems Inc

Technology
17
+ 2.11%
$249.1 - $324.54 $4.23K - $5.52K
824 $247K
HYG
Ishares Tr

ETFs
367
+ 10.17%
$78.09 - $80.04 $28.7K - $29.4K
3.98K $312K
MA
Mastercard Inc

Financial Services
12
+ 2.61%
$491.3 - $536.15 $5.9K - $6.43K
471 $248K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
5
+ 1.95%
$1146.59 - $1270.6 $5.73K - $6.35K
262 $310K
COP
Conocophillips

Energy
259
+ 11.39%
$95.12 - $114.72 $24.6K - $29.7K
2.53K $251K
JPIE
J P Morgan Exchange Traded Fd
332
+ 5.04%
$45.59 - $46.25 $15.1K - $15.4K
6.92K $315K
ETN
Eaton Corp PLC

Industrials
17
+ 2.2%
$326.96 - $377.52 $5.56K - $6.42K
789 $261K
Activity Summary
Buys All Purchases 72 New Holdings 11 Increased Positions 61 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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