Legacy Financial Strategies, LLC Sells in Q1 2025

Legacy Financial Strategies, LLC

  • $452 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CAT
Caterpillar Inc

Industrials
-6.76K
- 63.46%
$326.75 - $407.63 $2.21M - $2.76M
3.89K $1.28M
AVUV
American Centy ETF Tr Avantis

ETFs
-6.35K
- 21.03%
$84.95 - $100.62 $540K - $639K
23.9K $2.07M
TSLA
Tesla, Inc.

Consumer Cyclical
-466
- 11.02%
$222.15 - $428.22 $104K - $200K
3.76K $974K
TROW
Price T Rowe Group Inc

Financial Services
-215
- 0.97%
$91.57 - $116.93 $19.7K - $25.1K
22K $2.02M
MSFT
Microsoft Corp

Technology
-186
- 2.1%
$375.39 - $447.2 $69.8K - $83.2K
8.69K $3.26M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-1.29K
- 45.23%
$212.17 - $267.17 $274K - $345K
1.57K $332K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-17K
- 3.46%
$27.01 - $28.54 $458K - $484K
473K $13.1M
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
-3K
- 35.29%
$78.55 - $95.21 $236K - $286K
5.5K $432K
PANW
Palo Alto Networks Inc

Technology
-1.46K
- 41.08%
$167.82 - $208.28 $244K - $303K
2.09K $356K
NEE
Nextera Energy Inc

Utilities
-2.51K
- 5.4%
$66.96 - $76.16 $168K - $191K
43.9K $3.11M
JNJ
Johnson & Johnson

Healthcare
-1.29K
- 31.57%
$142.06 - $167.7 $183K - $216K
2.79K $462K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-3.6K
- 11.92%
$25.12 - $26.05 $90.4K - $93.7K
26.6K $669K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-583
- 2.62%
$53.6 - $58.97 $31.2K - $34.4K
21.6K $1.18M
HON
Honeywell International Inc

Industrials
-3
- 0.06%
$202.75 - $226.52 $608 - $680
4.81K $1.02M
AMD
Advanced Micro Devices Inc

Technology
-186
- 6.95%
$96.63 - $129.55 $18K - $24.1K
2.49K $255K
PG
Procter & Gamble CO

Consumer Defensive
-429
- 18.04%
$158.56 - $176.26 $68K - $75.6K
1.95K $332K
AXP
American Express CO

Financial Services
-67
- 4.08%
$255.39 - $325.87 $17.1K - $21.8K
1.58K $424K
XLV
Select Sector Spdr Fund Health

ETFs
-984
- 8.5%
$137.61 - $149.68 $135K - $147K
10.6K $1.53M
ETN
Eaton Corp PLC

Industrials
-42
- 5.32%
$271.83 - $371.23 $11.4K - $15.6K
747 $203K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-2.93K
- 11.58%
$22.46 - $23.26 $65.8K - $68.1K
22.3K $516K
MNA
Iq Merger Arbitrage ETF

ETFs
-1.89K
- 22.16%
$33.08 - $34.35 $62.6K - $65K
6.65K $228K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-650
- 3.57%
$50.48 - $51.04 $32.8K - $33.2K
17.6K $889K
V
Visa Inc.

Financial Services
-164
- 16.5%
$306.92 - $362.71 $50.3K - $59.5K
830 $290K
EOT
Eaton Vance National Municipal Opportunities Trust

Financial Services
-1.7K
- 5.01%
$16.47 - $17.25 $28K - $29.4K
32.3K $539K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-637
- 3.34%
$71.17 - $73.66 $45.3K - $46.9K
18.4K $1.35M
JPIE
J P Morgan Exchange Traded Fd
-282
- 4.08%
$45.46 - $46.18 $12.8K - $13K
6.64K $305K
UNH
Unitedhealth Group Inc

Healthcare
-35
- 5.96%
$461.52 - $548.18 $16.2K - $19.2K
552 $289K
AFL
Aflac Inc

Financial Services
-2.74K
- 7.02%
$100.99 - $111.19 $277K - $305K
36.3K $4.04M
HYG
Ishares Tr

ETFs
-34
- 0.86%
$78.51 - $80.11 $2.67K - $2.72K
3.94K $310K
JPM
Jpmorgan Chase & CO

Financial Services
-86
- 2.43%
$225.19 - $279.95 $19.4K - $24.1K
3.46K $848K
Two Hbrs Invt Corp
-1K
- 5.92%
N/A
15.9K $0
Canadian Pacific Kansas City
-1
- 0.01%
N/A
10.2K $0
COST
Costco Wholesale Corp

Consumer Defensive
-2
- 0.87%
$890.62 - $1076.86 $1.78K - $2.15K
229 $216K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-35
- 0.41%
$65.44 - $70.64 $2.29K - $2.47K
8.5K $575K
SHW
Sherwin Williams CO

Basic Materials
-219
- 1.99%
$330.16 - $365.55 $72.3K - $80.1K
10.8K $3.76M
WMB
Williams Companies, Inc.

Energy
-13
- 0.19%
$54.02 - $61.09 $702 - $794
6.88K $411K
SPGI
S&P Global Inc.

Financial Services
-57
- 0.78%
$478.26 - $543.77 $27.3K - $31K
7.26K $3.69M
SO
Southern CO

Utilities
-15
- 0.25%
$80.96 - $92.96 $1.21K - $1.39K
5.99K $551K
ADP
Automatic Data Processing Inc

Industrials
-163
- 1.26%
$286.85 - $318.64 $46.8K - $51.9K
12.8K $3.91M
CTAS
Cintas Corp

Industrials
-1.69K
- 7.74%
$182.09 - $208.14 $307K - $351K
20.1K $4.13M
BRO
Brown & Brown, Inc.

Financial Services
-6.17K
- 14.7%
$100.54 - $124.4 $621K - $768K
35.8K $4.45M
ATO
Atmos Energy Corp

Utilities
-687
- 2.87%
$136.51 - $154.58 $93.8K - $106K
23.2K $3.59M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-236
- 2.23%
$442.66 - $534.52 $104K - $126K
10.4K $5.43M
Activity Summary
Buys All Purchases 63 New Holdings 8 Increased Positions 55 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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