Legacy Financial Strategies, LLC Incresed Positions in Q2 2025

Legacy Financial Strategies, LLC

  • $505 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
90K
+ 3.14%
$22.27 - $29.21 $2M - $2.63M
2.96M $86.4M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
61.3K
+ 2.47%
$19.1 - $23.83 $1.17M - $1.46M
2.55M $60.7M
IGM
Ishares Expanded Tech Sector E

ETFs
14K
+ 5.41%
$79.8 - $112.34 $1.12M - $1.57M
273K $30.7M
NVDA
Nvidia Corp

Technology
2.14K
+ 4.53%
$94.31 - $157.99 $202K - $338K
49.5K $7.82M
DGRO
Ishares Core Dividend Growth E

ETFs
17.7K
+ 3.18%
$55.22 - $63.94 $977K - $1.13M
573K $36.7M
VTI
Vanguard Total Stock Market Et

ETFs
2.02K
+ 3.64%
$243.75 - $303.93 $492K - $613K
57.5K $17.5M
MSFT
Microsoft Corp

Technology
644
+ 7.41%
$354.56 - $497.45 $228K - $320K
9.34K $4.64M
SPY
Spdr S&P 500 ETF Trust

ETFs
809
+ 9.37%
$496.48 - $617.85 $402K - $500K
9.44K $5.83M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.14K
+ 0.71%
$90.56 - $109.49 $103K - $125K
162K $17.7M
AVGO
Broadcom Inc.

Technology
2.3K
+ 114.21%
$146.29 - $275.65 $336K - $634K
4.31K $1.19M
WMT
Walmart Inc.

Consumer Defensive
3.91K
+ 11.28%
$81.79 - $99.98 $320K - $391K
38.5K $3.77M
JPM
Jpmorgan Chase & CO

Financial Services
1.96K
+ 56.58%
$210.28 - $289.91 $412K - $567K
5.42K $1.57M
PLTR
Palantir Technologies Inc.

Technology
1.5K
+ 16.05%
$74.01 - $144.25 $111K - $216K
10.8K $1.48M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
11
+ 0.12%
$456.74 - $568.03 $5.02K - $6.25K
8.85K $5.02M
IBM
International Business Machines Corp

Technology
1.5K
+ 150.55%
$221.03 - $294.78 $332K - $443K
2.5K $737K
CRWD
Crowd Strike Holdings, Inc.

Technology
273
+ 16.86%
$321.63 - $509.31 $87.8K - $139K
1.89K $963K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.03K
+ 0.51%
$96.84 - $99.46 $197K - $202K
399K $39.6M
V
Visa Inc.

Financial Services
952
+ 114.7%
$308.27 - $373.31 $293K - $355K
1.78K $632K
FAST
Fastenal CO

Industrials
35.6K
+ 108.47%
$40.65 - $83.16 $1.45M - $2.96M
68.4K $2.87M
NDSN
Nordson Corp

Industrials
788
+ 6.75%
$167.51 - $223.5 $132K - $176K
12.5K $2.67M
GOOGL
Alphabet Inc.

Communication Services
849
+ 13.19%
$144.7 - $178.6 $123K - $152K
7.29K $1.28M
TSLA
Tesla, Inc.

Consumer Cyclical
114
+ 3.03%
$221.86 - $362.89 $25.3K - $41.4K
3.88K $1.23M
SPGI
S&P Global Inc.

Financial Services
67
+ 0.92%
$438.31 - $527.29 $29.4K - $35.3K
7.32K $3.86M
ASML
Asml Holding Nv

Technology
5
+ 0.43%
$595.37 - $815.24 $2.98K - $4.08K
1.18K $942K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
96
+ 4.14%
$141.37 - $228.57 $13.6K - $21.9K
2.42K $547K
AXP
American Express CO

Financial Services
182
+ 11.55%
$231.39 - $318.98 $42.1K - $58.1K
1.76K $560K
CINF
Cincinnati Financial Corp

Financial Services
615
+ 2.8%
$126.6 - $151.6 $77.9K - $93.2K
22.6K $3.36M
HON
Honeywell International Inc

Industrials
34
+ 0.71%
$182.86 - $232.88 $6.22K - $7.92K
4.84K $1.13M
AOS
Smith A O Corp

Industrials
1.5K
+ 3.76%
$59.63 - $70.52 $89.5K - $106K
41.4K $2.71M
NFLX
Netflix Inc

Communication Services
4
+ 1.61%
$855.86 - $1339.13 $3.42K - $5.36K
252 $337K
PANW
Palo Alto Networks Inc

Technology
129
+ 6.18%
$152.44 - $204.64 $19.7K - $26.4K
2.22K $453K
EXPD
Expeditors International Of Washington Inc

Industrials
1.91K
+ 9.22%
$102.84 - $122.24 $196K - $233K
22.6K $2.59M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
1.37K
+ 7.79%
$49.79 - $50.75 $68.1K - $69.4K
18.9K $960K
XLK
Technology Sector Spdr

ETFs
52
+ 4.46%
$179.73 - $253.23 $9.35K - $13.2K
1.22K $308K
NEE
Nextera Energy Inc

Utilities
1.87K
+ 4.25%
$64.11 - $75.0 $120K - $140K
45.8K $3.18M
HD
Home Depot, Inc.

Consumer Cyclical
177
+ 22.55%
$335.24 - $380.78 $59.3K - $67.4K
962 $352K
WMB
Williams Companies, Inc.

Energy
680
+ 9.89%
$54.33 - $62.87 $36.9K - $42.8K
7.56K $474K
FNDX
Schwab Fundamental U S Large C

ETFs
925
+ 2.79%
$20.84 - $24.54 $19.3K - $22.7K
34.1K $836K
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
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
ET
Energy Transfer LP

Energy
1.16K
+ 5.71%
$15.65 - $18.93 $18.2K - $22K
21.6K $390K
TMUS
T Mobile Us, Inc.

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