Legacy Financial Strategies, LLC Portfolio Holdings

Legacy Financial Strategies, LLC

  • $448 Million
  • Q3 2024

Legacy Financial Strategies, LLC has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $448 Million distributed in 115 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $69.1M, Schwab Strategic Tr Us Broad M with a value of $51M, Ishares Core U.S. Aggregate Bo with a value of $39.1M, Ishares Core Dividend Growth E with a value of $33.6M, and American Centy ETF Tr Avantis with a value of $31.1M.

Examining the 13F form we can see an increase of $39.2M in the current position value, from $409M to 448M.

Legacy Financial Strategies, LLC is based out at Leawood, KS

Below you can find more details about Legacy Financial Strategies, LLC portfolio as well as his latest detailed transactions.

Portfolio value $448 Million
ETFs: $303 Million
Industrials: $25.6 Million
Financial Services: $25.3 Million
Technology: $20.2 Million
Healthcare: $8.42 Million
Utilities: $7.85 Million
Consumer Cyclical: $7.54 Million
Basic Materials: $7.13 Million
Other: $11.2 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.68T
$7.32 Million 1.63% of portfolio
31,438
Q3 2024 Added 6.16%
$364B
$5.01 Million 1.12% of portfolio
41,263
Q3 2024 Added 13.01%
$610B
$4.89 Million 1.09% of portfolio
10,616
Q3 2024 Added 4.22%
$22.2B
$4.62 Million 1.03% of portfolio
22,440
Q3 2024 Added 299.5%
$31B
$4.52 Million 1.01% of portfolio
43,626
Q3 2024 Reduced 0.45%
$69.7B
$4.43 Million 0.99% of portfolio
39,655
Q3 2024 Reduced 0.21%
$201B
$4.24 Million 0.95% of portfolio
10,835
Q3 2024 Added 3.05%
$96.3B
$4.24 Million 0.95% of portfolio
11,108
Q3 2024 Reduced 0.12%
$151B
$4.04 Million 0.9% of portfolio
47,839
Q3 2024 Added 7.21%
$164B
$3.76 Million 0.84% of portfolio
7,272
Q3 2024 Added 0.06%
$3.1T
$3.68 Million 0.82% of portfolio
8,565
Q3 2024 Added 5.51%
$297B
$3.66 Million 0.82% of portfolio
18,551
Q3 2024 Added 0.36%
$124B
$3.59 Million 0.8% of portfolio
12,973
Q3 2024 Added 0.08%
$163B
$3.6 Million 0.8% of portfolio
13,291
Q3 2024 Added 0.18%
$9.1B
$3.52 Million 0.79% of portfolio
39,237
Q3 2024 Added 0.09%
$20.6B
$3.3 Million 0.74% of portfolio
23,819
Q3 2024 Added 0.42%
$19.3B
$3.05 Million 0.68% of portfolio
37,061
Q3 2024 Reduced 0.38%
$24.1B
$2.97 Million 0.66% of portfolio
21,859
Q3 2024 Reduced 0.03%
$72.7B
$2.9 Million 0.65% of portfolio
9,727
Q3 2024 Reduced 1.03%
$203B
$2.88 Million 0.64% of portfolio
25,220
Q3 2024 Reduced 0.4%
$14.4B
$2.68 Million 0.6% of portfolio
10,192
Q3 2024 Reduced 2.83%
$56B
$2.64 Million 0.59% of portfolio
16,968
Q3 2024 Reduced 4.15%
$26.5B
$2.48 Million 0.55% of portfolio
22,745
Q3 2024 Reduced 5.25%
$46.9B
$2.25 Million 0.5% of portfolio
31,492
Q3 2024 Reduced 3.15%
$2.07T
$2.01 Million 0.45% of portfolio
10,806
Q3 2024 Added 15.2%
$1.08T
$1.13 Million 0.25% of portfolio
4,304
Q3 2024 Added 21.93%
$1.26T
$1.08 Million 0.24% of portfolio
1,895
Q3 2024 Added 24.67%
$293B
$981,000 0.22% of portfolio
4,755
Q3 2024 Added 0.25%
$152B
$990,000 0.22% of portfolio
4,794
Q3 2024 Reduced 0.08%
$1.06T
$1.01 Million 0.22% of portfolio
6,063
Q3 2024 Added 1.37%
$262B
$938,000 0.21% of portfolio
1,126
Q3 2024 Added 3.21%
$222B
$723,000 0.16% of portfolio
4,407
Q3 2024 Added 60.31%
$706B
$714,000 0.16% of portfolio
3,392
Q3 2024 Reduced 10.76%
$716B
$677,000 0.15% of portfolio
765
Q3 2024 Added 6.99%
$400B
$620,000 0.14% of portfolio
3,828
Q3 2024 Added 60.44%
$215B
$442,000 0.1% of portfolio
1,632
Q3 2024 Added 2.51%
$405B
$394,000 0.09% of portfolio
2,278
Q3 2024 New
$977B
$389,000 0.09% of portfolio
2,242
Q3 2024 Added 66.94%
$237B
$416,000 0.09% of portfolio
5,157
Q3 2024 Added 49.22%
$0
$417,000 0.09% of portfolio
23,286
Q3 2024 Added 0.06%
$1.08T
$373,000 0.08% of portfolio
2,237
Q3 2024 Added 90.06%
$75.2B
$354,000 0.08% of portfolio
1,264
Q3 2024 New
$562B
$354,000 0.08% of portfolio
607
Q3 2024 Added 4.48%
$117B
$364,000 0.08% of portfolio
1,065
Q3 2024 Added 59.19%
$117B
$337,000 0.08% of portfolio
880
Q3 2024 Added 6.28%
$2.17B
$373,000 0.08% of portfolio
3,790
Q3 2024 New
$56.4B
$295,000 0.07% of portfolio
18,391
Q2 2024 Reduced 17.86%
$409B
$297,000 0.07% of portfolio
735
Q3 2024 Added 13.25%
$71.5B
$310,000 0.07% of portfolio
6,793
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 115
  • Current Value $448 Million
  • Prior Value $409 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 18, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 18 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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