Legacy Financial Strategies, LLC has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $461 Million distributed in 119 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 $76.6M, Schwab Strategic Tr Us Broad M with a value of $53.9M, Ishares Core U.S. Aggregate Bo with a value of $38.1M, Ishares Core Dividend Growth E with a value of $33.4M, and American Centy ETF Tr Avantis with a value of $32.5M.
Examining the 13F form we can see an increase of $13.2M in the current position value, from $448M to 461M.
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
$461 Million
ETFs: $316 Million
Financial Services: $25.1 Million
Industrials: $23.3 Million
Technology: $21.6 Million
Consumer Cyclical: $8.09 Million
Utilities: $7.87 Million
Healthcare: $7.6 Million
Consumer Defensive: $6.7 Million
Other: $12.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
