Legacy Financial Strategies, LLC Sells in Q2 2025

Legacy Financial Strategies, LLC

  • $505 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
APD
Air Products & Chemicals, Inc.

Basic Materials
-7.75K
- 77.86%
$248.61 - $294.96 $1.93M - $2.28M
2.2K $621K
TROW
Price T Rowe Group Inc

Financial Services
-19.3K
- 87.79%
$80.27 - $98.06 $1.55M - $1.89M
2.69K $259K
AVUV
American Centy ETF Tr Avantis

ETFs
-19K
- 79.49%
$75.17 - $91.21 $1.43M - $1.73M
4.89K $445K
BRO
Brown & Brown, Inc.

Financial Services
-1.99K
- 5.56%
$104.48 - $124.43 $208K - $248K
33.8K $3.75M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-12.4K
- 36.55%
$51.14 - $57.0 $634K - $707K
21.5K $1.22M
AAPL
Apple Inc.

Technology
-257
- 0.81%
$172.42 - $223.89 $44.3K - $57.5K
31.6K $6.49M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-184
- 0.04%
$24.32 - $27.87 $4.47K - $5.13K
473K $12.5M
ABBV
Abb Vie Inc.

Healthcare
-90
- 0.47%
$170.16 - $206.27 $15.3K - $18.6K
19K $3.53M
ATO
Atmos Energy Corp

Utilities
-2.26K
- 9.71%
$145.06 - $162.66 $328K - $367K
21K $3.23M
AFL
Aflac Inc

Financial Services
-931
- 2.56%
$99.77 - $112.45 $92.9K - $105K
35.4K $3.73M
ABT
Abbott Laboratories

Healthcare
-1.93K
- 7.12%
$123.95 - $138.08 $239K - $266K
25.1K $3.42M
XLV
Select Sector Spdr Fund Health

ETFs
-476
- 4.5%
$128.77 - $144.3 $61.3K - $68.7K
10.1K $1.36M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-4.49K
- 16.88%
$24.14 - $25.43 $108K - $114K
22.1K $547K
MUB
Ishares National Muni Bond ETF

ETFs
-449
- 0.66%
$102.31 - $105.8 $45.9K - $47.5K
67.4K $7.04M
JPIE
J P Morgan Exchange Traded Fd
-1.22K
- 18.41%
$45.12 - $46.32 $55.1K - $56.6K
5.42K $250K
JNJ
Johnson & Johnson

Healthcare
-67
- 2.4%
$146.36 - $159.82 $9.81K - $10.7K
2.72K $415K
EOT
Eaton Vance National Municipal Opportunities Trust

Financial Services
-1.74K
- 5.39%
$15.76 - $16.82 $27.4K - $29.3K
30.5K $496K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-31
- 0.36%
$61.03 - $67.59 $1.89K - $2.1K
8.47K $541K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-283
- 5.61%
$90.85 - $102.31 $25.7K - $29K
4.76K $479K
HYG
Ishares Tr

ETFs
-188
- 4.77%
$75.75 - $80.65 $14.2K - $15.2K
3.75K $302K
SO
Southern CO

Utilities
-19
- 0.32%
$84.91 - $92.56 $1.61K - $1.76K
5.98K $548K
MNA
Iq Merger Arbitrage ETF

ETFs
-203
- 3.05%
$33.65 - $35.27 $6.83K - $7.16K
6.44K $227K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-270
- 4.94%
$45.88 - $54.4 $12.4K - $14.7K
5.2K $282K
Canadian Pacific Kansas City
-34
- 0.33%
N/A
10.2K $0
IVE
Ishares S&P 500 Value ETF

ETFs
-22
- 1.93%
$168.34 - $195.42 $3.7K - $4.3K
1.12K $218K
VTV
Vanguard Value ETF

ETFs
-3
- 0.18%
$153.67 - $176.74 $461 - $530
1.67K $295K
KR
Kroger CO

Consumer Defensive
-3
- 0.09%
$64.62 - $74.0 $194 - $222
3.25K $232K
ADP
Automatic Data Processing Inc

Industrials
-62
- 0.48%
$276.76 - $326.81 $17.2K - $20.3K
12.7K $3.93M
DE
Deere & CO

Industrials
-5
- 0.91%
$412.99 - $531.48 $2.06K - $2.66K
542 $275K
CAT
Caterpillar Inc

Industrials
-465
- 11.94%
$273.94 - $388.21 $127K - $181K
3.43K $1.33M
ETN
Eaton Corp PLC

Industrials
-6
- 0.8%
$246.52 - $356.99 $1.48K - $2.14K
741 $264K
AMD
Advanced Micro Devices Inc

Technology
-59
- 2.37%
$78.21 - $143.81 $4.61K - $8.48K
2.43K $344K
IGV
Ishares Expanded Tech Software

ETFs
-5
- 0.07%
$80.15 - $109.5 $401 - $548
7.11K $778K
CTAS
Cintas Corp

Industrials
-847
- 4.21%
$190.11 - $227.66 $161K - $193K
19.3K $4.29M
AMZN
Amazon Com Inc

Consumer Cyclical
-309
- 2.48%
$167.32 - $223.3 $51.7K - $69K
12.2K $2.67M
META
Meta Platforms, Inc.

Communication Services
-12
- 0.6%
$484.66 - $738.09 $5.82K - $8.86K
1.99K $1.47M
AVLV
American Centy ETF Tr Avantis
-6.76K
- 1.33%
$56.85 - $68.21 $384K - $461K
501K $34.2M
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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