Legacy Financial Strategies, LLC Incresed Positions in Q3 2025

Legacy Financial Strategies, LLC

  • $548 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
138K
+ 5.42%
$23.82 - $25.84 $3.29M - $3.57M
2.68M $69M
IGM
Ishares Expanded Tech Sector E

ETFs
27.1K
+ 9.92%
$110.96 - $127.67 $3.01M - $3.46M
300K $37.8M
DGRO
Ishares Core Dividend Growth E

ETFs
21.1K
+ 3.67%
$64.12 - $68.08 $1.35M - $1.43M
595K $40.5M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
9.98K
+ 241.37%
$275.84 - $326.36 $2.75M - $3.26M
14.1K $4.6M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
18K
+ 4.5%
$97.75 - $100.75 $1.76M - $1.81M
417K $41.8M
NVDA
Nvidia Corp

Technology
2.59K
+ 5.23%
$153.3 - $186.58 $396K - $482K
52.1K $9.71M
AAPL
Apple Inc.

Technology
251
+ 0.79%
$202.38 - $256.87 $50.8K - $64.5K
31.9K $8.12M
PLTR
Palantir Technologies Inc.

Technology
1.66K
+ 15.33%
$130.68 - $186.97 $217K - $310K
12.5K $2.28M
MUB
Ishares National Muni Bond ETF

ETFs
5.38K
+ 7.98%
$103.24 - $106.68 $555K - $574K
72.8K $7.75M
AVGO
Broadcom Inc.

Technology
1.39K
+ 32.26%
$264.74 - $369.57 $368K - $514K
5.7K $1.88M
GOOGL
Alphabet Inc.

Communication Services
450
+ 6.17%
$174.36 - $254.72 $78.5K - $115K
7.74K $1.88M
TSLA
Tesla, Inc.

Consumer Cyclical
184
+ 4.75%
$293.94 - $444.72 $54.1K - $81.8K
4.06K $1.81M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
20.6K
+ 26.53%
$23.69 - $24.32 $489K - $502K
98.5K $2.39M
ATO
Atmos Energy Corp

Utilities
981
+ 4.67%
$151.51 - $170.75 $149K - $168K
22K $3.75M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
19.1K
+ 86.56%
$24.11 - $24.94 $461K - $477K
41.2K $1.03M
MSFT
Microsoft Corp

Technology
550
+ 5.89%
$491.09 - $535.64 $270K - $295K
9.89K $5.12M
AOS
Smith A O Corp

Industrials
1.19K
+ 2.87%
$67.24 - $74.3 $79.8K - $88.2K
42.6K $3.13M
AFL
Aflac Inc

Financial Services
1.29K
+ 3.63%
$98.09 - $111.7 $126K - $144K
36.7K $4.1M
EXPD
Expeditors International Of Washington Inc

Industrials
846
+ 3.74%
$111.37 - $124.95 $94.2K - $106K
23.5K $2.88M
WMT
Walmart Inc.

Consumer Defensive
829
+ 2.15%
$94.4 - $104.27 $78.3K - $86.4K
39.4K $4.06M
AMZN
Amazon Com Inc

Consumer Cyclical
1.15K
+ 9.47%
$211.65 - $238.24 $244K - $275K
13.3K $2.93M
GOOG
Alphabet Inc.

Communication Services
301
+ 11.45%
$175.16 - $255.24 $52.7K - $76.8K
2.93K $713K
CRWD
Crowd Strike Holdings, Inc.

Technology
547
+ 28.91%
$412.46 - $514.1 $226K - $281K
2.44K $1.2M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
4.32K
+ 22.79%
$50.53 - $50.82 $218K - $219K
23.2K $1.18M
CINF
Cincinnati Financial Corp

Financial Services
65
+ 0.29%
$145.8 - $158.1 $9.48K - $10.3K
22.6K $3.58M
JPM
Jpmorgan Chase & CO

Financial Services
207
+ 3.82%
$282.78 - $316.06 $58.5K - $65.4K
5.62K $1.77M
NDSN
Nordson Corp

Industrials
96
+ 0.77%
$209.25 - $227.98 $20.1K - $21.9K
12.6K $2.85M
FNDX
Schwab Fundamental U S Large C

ETFs
2.32K
+ 6.81%
$24.38 - $26.34 $56.6K - $61.1K
36.4K $957K
JNJ
Johnson & Johnson

Healthcare
148
+ 5.44%
$155.17 - $185.42 $23K - $27.4K
2.87K $531K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.31K
+ 25.22%
$53.81 - $57.52 $70.5K - $75.4K
6.51K $374K
T
At&T Inc.

Communication Services
3.33K
+ 32.29%
$26.94 - $29.62 $89.7K - $98.6K
13.6K $385K
META
Meta Platforms, Inc.

Communication Services
122
+ 6.13%
$695.21 - $791.73 $84.8K - $96.6K
2.11K $1.55M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
92
+ 2.31%
$89.32 - $107.82 $8.22K - $9.92K
4.08K $439K
IBM
International Business Machines Corp

Technology
394
+ 15.74%
$234.77 - $292.47 $92.5K - $115K
2.9K $817K
ABT
Abbott Laboratories

Healthcare
934
+ 3.72%
$120.51 - $136.62 $113K - $128K
26.1K $3.49M
AMD
Advanced Micro Devices Inc

Technology
149
+ 6.13%
$134.8 - $184.42 $20.1K - $27.5K
2.58K $417K
GLD
Spdr Gold Trust

ETFs
55
+ 5.5%
$300.96 - $355.47 $16.6K - $19.6K
1.06K $375K
SHW
Sherwin Williams CO

Basic Materials
112
+ 1.03%
$330.88 - $375.23 $37.1K - $42K
11K $3.8M
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
TMO
Thermo Fisher Scientific Inc.

Healthcare
36
+ 6.68%
$404.94 - $499.99 $14.6K - $18K
575 $278K
COST
Costco Wholesale Corp

Consumer Defensive
84
+ 31.58%
$915.95 - $994.57 $76.9K - $83.5K
350 $323K
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
ETN
Eaton Corp PLC

Industrials
45
+ 6.07%
$342.99 - $392.76 $15.4K - $17.7K
786 $294K
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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