Legacy Solutions, LLC New Holdings in Q4 2024

Legacy Solutions, LLC

  • $91.8 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
212K
New
$66.77 - $71.52 $14.2M - $15.2M
212K $14.6B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
50.3K
New
$129.96 - $144.97 $6.54M - $7.3M
50.3K $7.01B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
202K
New
$34.13 - $37.35 $6.89M - $7.54M
202K $6.89B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
69.7K
New
$91.94 - $100.02 $6.41M - $6.97M
69.7K $6.46B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
65.8K
New
N/A
65.8K $6.1B
CGGR
Capital Group Growth ETF Shs C

ETFs
156K
New
$34.49 - $39.24 $5.37M - $6.11M
156K $5.79B
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
36.2K
New
$104.52 - $115.08 $3.78M - $4.16M
36.2K $3.82B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
70.7K
New
$44.33 - $49.55 $3.13M - $3.5M
70.7K $3.18B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
67.5K
New
$38.37 - $42.82 $2.59M - $2.89M
67.5K $2.59B
HTRB
Hartford Fds Total Return Bd E

ETFs
68K
New
$33.33 - $35.01 $2.27M - $2.38M
68K $2.27B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
81.9K
New
$24.94 - $26.14 $2.04M - $2.14M
81.9K $2.05B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
16.8K
New
$100.22 - $100.73 $1.69M - $1.69M
16.8K $1.69B
GSY
Invesco Actively Mngd ETF Tr U

ETFs
27.7K
New
$50.0 - $50.27 $1.39M - $1.39M
27.7K $1.39B
FSK
Fs Kkr Capital Corp

Financial Services
61.3K
New
$19.71 - $22.22 $1.21M - $1.36M
61.3K $1.33B
FMB
First Tr Exchange Traded Fd Ii

ETFs
25.8K
New
$50.62 - $52.07 $1.31M - $1.34M
25.8K $1.32B
VUSB
Vanguard Bd Index Fds
24.3K
New
N/A
24.3K $1.2B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
13.7K
New
$77.02 - $78.58 $1.06M - $1.08M
13.7K $1.06B
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
19.9K
New
$44.57 - $46.43 $889K - $926K
19.9K $911M
AAPL
Apple Inc.

Technology
3.37K
New
$221.69 - $259.02 $748K - $874K
3.37K $845M
MSFT
Microsoft Corp

Technology
1.88K
New
$406.35 - $454.46 $765K - $856K
1.88K $794M
AVGO
Broadcom Inc.

Technology
3.13K
New
$159.67 - $250.0 $500K - $783K
3.13K $726M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
15.5K
New
$45.35 - $47.21 $703K - $732K
15.5K $721M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.39K
New
$481.22 - $538.17 $669K - $749K
1.39K $711M
CEG
Constellation Energy Corp

Utilities
3.14K
New
$224.28 - $285.52 $703K - $895K
3.14K $702M
IVV
Ishares Core S&P 500 ETF

ETFs
1.19K
New
$570.51 - $610.59 $679K - $727K
1.19K $701M
NVDA
Nvidia Corp

Technology
5.21K
New
$117.0 - $148.88 $610K - $776K
5.21K $700M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
3.26K
New
$198.04 - $221.51 $646K - $722K
3.26K $686M
ITOT
Ishares Core S&P Total U.S. St

ETFs
4.8K
New
$124.26 - $134.12 $596K - $643K
4.8K $617M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
11.2K
New
$50.07 - $52.35 $559K - $584K
11.2K $573M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
12.1K
New
$47.26 - $48.18 $572K - $583K
12.1K $573M
EXC
Exelon Corp

Utilities
12.4K
New
$36.22 - $40.97 $448K - $507K
12.4K $466M
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
11.1K
New
$39.78 - $41.04 $441K - $455K
11.1K $450M
QSPT
First Tr ETF Fd Viii Cboe Vest

ETFs
16.2K
New
$26.5 - $28.18 $430K - $458K
16.2K $449M
SPY
Spdr S&P 500 ETF Trust

ETFs
759
New
$567.81 - $607.81 $431K - $461K
759 $445M
AMZN
Amazon Com Inc

Consumer Cyclical
1.94K
New
$180.88 - $232.93 $351K - $452K
1.94K $426M
MSI
Motorola Solutions, Inc.

Technology
881
New
$449.08 - $504.6 $396K - $445K
881 $407M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.92K
New
$201.32 - $217.44 $387K - $418K
1.92K $398M
GOOGL
Alphabet Inc.

Communication Services
1.99K
New
$161.86 - $196.66 $323K - $392K
1.99K $377M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
13.7K
New
$26.93 - $84.95 $369K - $1.16M
13.7K $374M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
11.8K
New
$29.73 - $30.81 $352K - $365K
11.8K $361M
MS
Morgan Stanley

Financial Services
2.87K
New
$104.42 - $134.99 $300K - $387K
2.87K $361M
V
Visa Inc.

Financial Services
1.13K
New
$273.87 - $320.91 $308K - $361K
1.13K $356M
DHI
Horton D R Inc

Consumer Cyclical
2.32K
New
$137.24 - $194.56 $318K - $451K
2.32K $324M
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
7.33K
New
$41.96 - $43.69 $308K - $320K
7.33K $317M
WMT
Walmart Inc.

Consumer Defensive
3.45K
New
$79.1 - $95.7 $272K - $330K
3.45K $311M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
6.45K
New
$47.07 - $48.75 $303K - $314K
6.45K $308M
PG
Procter & Gamble CO

Consumer Defensive
1.8K
New
$161.05 - $179.7 $290K - $324K
1.8K $302M
VSMV
Victoryshares Us Multifactor M

ETFs
6.23K
New
$47.81 - $50.6 $298K - $315K
6.23K $299M
GS
Goldman Sachs Group Inc

Financial Services
504
New
$486.1 - $608.57 $245K - $307K
504 $289M
Activity Summary
Buys All Purchases 69 New Holdings 69 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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