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
HD
Home Depot, Inc.

Consumer Cyclical
75
+ 7.8%
$357.4 - $423.42 $26.8K - $31.8K
1.04K $420K
IGV
Ishares Expanded Tech Software

ETFs
218
+ 3.07%
$105.96 - $117.79 $23.1K - $25.7K
7.33K $842K
COST
Costco Wholesale Corp

Consumer Defensive
84
+ 31.58%
$915.95 - $994.57 $76.9K - $83.5K
350 $323K
TMO
Thermo Fisher Scientific Inc.

Healthcare
36
+ 6.68%
$404.94 - $499.99 $14.6K - $18K
575 $278K
CVX
Chevron Corp

Energy
186
+ 10.43%
$145.57 - $161.83 $27.1K - $30.1K
1.97K $305K
SO
Southern CO

Utilities
292
+ 4.89%
$90.83 - $96.0 $26.5K - $28K
6.27K $593K
MA
Mastercard Inc

Financial Services
67
+ 13.87%
$550.18 - $598.96 $36.9K - $40.1K
550 $312K
PANW
Palo Alto Networks Inc

Technology
193
+ 8.71%
$167.06 - $208.19 $32.2K - $40.2K
2.41K $490K
NFLX
Netflix Inc

Communication Services
59
+ 23.41%
$1147.87 - $1297.18 $67.7K - $76.5K
311 $372K
AXP
American Express CO

Financial Services
32
+ 1.82%
$294.27 - $342.31 $9.42K - $11K
1.79K $594K
IVW
Ishares S&P 500 Growth ETF

ETFs
31
+ 1.44%
$108.97 - $121.65 $3.38K - $3.77K
2.19K $264K
TROW
Price T Rowe Group Inc

Financial Services
89
+ 3.31%
$98.67 - $111.52 $8.78K - $9.93K
2.78K $284K
TMUS
T Mobile Us, Inc.

Communication Services
55
+ 0.95%
$226.02 - $259.01 $12.4K - $14.2K
5.84K $1.4M
VTV
Vanguard Value ETF

ETFs
5
+ 0.3%
$175.51 - $186.57 $878 - $933
1.68K $312K
SPMD
Spdr Portfolio

ETFs
4
+ 0.07%
$54.43 - $58.29 $218 - $233
6.1K $348K
JEPI
J P Morgan Exchange Traded Fd

ETFs
151
+ 0.7%
$55.61 - $57.37 $8.4K - $8.66K
21.7K $1.24M
WMB
Williams Companies, Inc.

Energy
114
+ 1.51%
$56.52 - $64.01 $6.44K - $7.3K
7.67K $486K
KO
Coca Cola CO

Consumer Defensive
404
+ 11.92%
$65.67 - $71.67 $26.5K - $29K
3.79K $251K
V
Visa Inc.

Financial Services
102
+ 5.72%
$332.09 - $358.86 $33.9K - $36.6K
1.88K $643K
SUB
Ishares Short Term National Mu

ETFs
7
+ 0.24%
$106.17 - $107.3 $743 - $751
2.95K $314K
Arista Networks Inc
1.86K
New
N/A
1.86K $0
VIG
Vanguard Dividend Appreciation

ETFs
1
+ 0.02%
N/A
4.52K $822K
Ishares Bitcoin Trust ETF
4.3K
New
N/A
4.3K $0
Linde PLC
73
+ 0.97%
N/A
7.62K $0
DE
Deere & CO

Industrials
42
+ 7.75%
$457.26 - $524.37 $19.2K - $22K
584 $267K
HON
Honeywell International Inc

Industrials
10
+ 0.21%
$207.7 - $240.4 $2.08K - $2.4K
4.85K $1.02M
ADP
Automatic Data Processing Inc

Industrials
264
+ 2.07%
$288.69 - $310.94 $76.2K - $82.1K
13K $3.82M
GWW
W.W. Grainger, Inc.

Industrials
71
+ 2.94%
$932.44 - $1059.49 $66.2K - $75.2K
2.48K $2.37M
CTAS
Cintas Corp

Industrials
275
+ 1.43%
$199.29 - $226.27 $54.8K - $62.2K
19.5K $4.01M
SPGI
S&P Global Inc.

Financial Services
16
+ 0.22%
$484.94 - $564.15 $7.76K - $9.03K
7.34K $3.57M
ROP
Roper Technologies Inc

Industrials
97
+ 1.58%
$495.03 - $573.0 $48K - $55.6K
6.24K $3.11M
BRO
Brown & Brown, Inc.

Financial Services
2.17K
+ 6.43%
$90.88 - $108.93 $198K - $237K
36K $3.37M
FDS
Factset Research Systems Inc

Financial Services
64
+ 1.16%
$283.86 - $450.3 $18.2K - $28.8K
5.58K $1.6M
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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