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
CVX
Chevron Corp

Energy
63
+ 3.49%
$141.15 - $162.53 $8.89K - $10.2K
1.87K $270K
PG
Procter & Gamble CO

Consumer Defensive
100
+ 4.39%
$161.05 - $179.7 $16.1K - $18K
2.38K $398K
Two Hbrs Invt Corp
5K
+ 42.02%
N/A
16.9K $0
Canadian Pacific Kansas City
1
+ 0.01%
N/A
10.2K $0
ABT
Abbott Laboratories

Healthcare
180
+ 0.71%
$111.93 - $119.39 $20.1K - $21.5K
25.4K $2.87M
HD
Home Depot, Inc.

Consumer Cyclical
20
+ 2.72%
$385.02 - $431.37 $7.7K - $8.63K
755 $293K
WEC
Wec Energy Group, Inc.

Utilities
17
+ 0.66%
$92.94 - $101.82 $1.58K - $1.73K
2.6K $244K
IVE
Ishares S&P 500 Value ETF

ETFs
3
+ 0.26%
$189.5 - $206.17 $569 - $619
1.14K $217K
VTV
Vanguard Value ETF

ETFs
6
+ 0.39%
$168.32 - $181.87 $1.01K - $1.09K
1.54K $260K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
12.8K
+ 102.65%
$22.63 - $47.53 $290K - $609K
25.3K $573K
APD
Air Products & Chemicals, Inc.

Basic Materials
155
+ 1.59%
$285.5 - $335.62 $44.3K - $52K
9.88K $2.87M
JNJ
Johnson & Johnson

Healthcare
245
+ 6.4%
$143.34 - $165.86 $35.1K - $40.6K
4.07K $589K
SPGI
S&P Global Inc.

Financial Services
42
+ 0.58%
$480.36 - $529.17 $20.2K - $22.2K
7.31K $3.64M
MKC
Mccormick & CO Inc

Consumer Defensive
890
+ 2.4%
$73.97 - $84.09 $65.8K - $74.8K
38K $2.89M
ROP
Roper Technologies Inc

Industrials
64
+ 1.08%
$519.85 - $575.95 $33.3K - $36.9K
5.97K $3.1M
FNDX
Schwab Fundamental U S Large C

ETFs
23.5K
+ 152.2%
$23.49 - $71.77 $553K - $1.69M
39K $923K
DGRO
Ishares Core Dividend Growth E

ETFs
8.42K
+ 1.57%
$60.73 - $64.94 $511K - $547K
544K $33.4M
LOW
Lowes Companies Inc

Consumer Cyclical
2
+ 0.02%
$244.52 - $284.07 $489 - $568
13.3K $3.28M
ABBV
Abb Vie Inc.

Healthcare
80
+ 0.43%
$164.99 - $203.87 $13.2K - $16.3K
18.6K $3.31M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
321K
+ 189.25%
$26.93 - $84.95 $8.64M - $27.3M
490K $13.4M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
7.41K
+ 1.92%
$96.64 - $101.23 $716K - $750K
393K $38.1M
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
Track This Portfolio

Track Legacy Financial Strategies, LLC Portfolio

Follow Legacy Financial Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Financial Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Financial Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email