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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.18B
$251,000 0.06% of portfolio
14,000
Q2 2024 Reduced 17.65%
$1.29B
$107,000 0.02% of portfolio
11,700
Q3 2023 Added 0.26%

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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