Legacy Financial Strategies, LLC Purchases in Q2 2025

Legacy Financial Strategies, LLC

  • $505 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
T
At&T Inc.

Communication Services
1.79K
+ 21.0%
$26.33 - $28.94 $47.1K - $51.8K
10.3K $298K
GOOG
Alphabet Inc.

Communication Services
14
+ 0.54%
$146.58 - $180.01 $2.05K - $2.52K
2.63K $466K
AUR
Aurora Innovation, Inc.

Technology
10.5K
New
$5.17 - $8.14 $54.5K - $85.8K
10.5K $55K
COST
Costco Wholesale Corp

Consumer Defensive
37
+ 16.16%
$908.13 - $1056.85 $33.6K - $39.1K
266 $263K
KO
Coca Cola CO

Consumer Defensive
529
+ 18.5%
$68.37 - $73.9 $36.2K - $39.1K
3.39K $239K
SPMD
Spdr Portfolio

ETFs
253
+ 4.33%
$44.89 - $54.38 $11.4K - $13.8K
6.09K $331K
GLD
Spdr Gold Trust

ETFs
25
+ 2.56%
$273.71 - $316.29 $6.84K - $7.91K
1K $304K
LLY
Eli Lilly & CO

Healthcare
71
+ 9.75%
$713.71 - $898.95 $50.7K - $63.8K
799 $622K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
1.11K
+ 1.45%
$23.36 - $24.11 $25.9K - $26.8K
77.8K $1.86M
PG
Procter & Gamble CO

Consumer Defensive
244
+ 12.52%
$157.66 - $172.39 $38.5K - $42.1K
2.19K $349K
TMUS
T Mobile Us, Inc.

Communication Services
652
+ 12.71%
$220.99 - $268.54 $144K - $175K
5.78K $1.38M
MA
Mastercard Inc

Financial Services
2
+ 0.42%
$479.92 - $590.74 $960 - $1.18K
483 $271K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
229
+ 1.02%
$22.68 - $23.28 $5.19K - $5.33K
22.6K $522K
BND
Vanguard Bd Index Fd Inc Total

ETFs
10
+ 0.05%
$72.02 - $73.82 $720 - $738
18.4K $1.36M
EVRG
Evergy, Inc.

Utilities
62
+ 1.62%
$64.06 - $69.64 $3.97K - $4.32K
3.89K $268K
SUB
Ishares Short Term National Mu

ETFs
6
+ 0.2%
$104.77 - $106.34 $629 - $638
2.94K $312K
Linde PLC
127
+ 1.71%
N/A
7.55K $0
ORLY
O Reilly Automotive Inc

Consumer Cyclical
3.72K
+ 1398.87%
$87.84 - $1441.89 $327K - $5.37M
3.99K $359K
SHW
Sherwin Williams CO

Basic Materials
90
+ 0.84%
$313.51 - $363.51 $28.2K - $32.7K
10.9K $3.73M
LOW
Lowes Companies Inc

Consumer Cyclical
444
+ 3.31%
$210.83 - $235.28 $93.6K - $104K
13.9K $3.08M
ROP
Roper Technologies Inc

Industrials
70
+ 1.15%
$519.19 - $590.78 $36.3K - $41.4K
6.15K $3.48M
MKC
Mccormick & CO Inc

Consumer Defensive
1.78K
+ 4.66%
$71.11 - $82.25 $127K - $146K
40K $3.03M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
299
+ 2.89%
$483.48 - $539.8 $145K - $161K
10.6K $5.17M
Activity Summary
Buys All Purchases 74 New Holdings 12 Increased Positions 62 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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