Legacy Solutions, LLC Reduced Holdings in Q3 2025

Legacy Solutions, LLC

  • $111 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CEG
Constellation Energy Corp

Utilities
-163
- 5.15%
$298.82 - $354.89 $48.7K - $57.8K
3K $988M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-965
- 9.02%
$53.62 - $55.95 $51.7K - $54K
9.73K $545M
V
Visa Inc.

Financial Services
-28
- 2.32%
$332.09 - $358.86 $9.3K - $10K
1.18K $402M
SPGI
S&P Global Inc.

Financial Services
-10
- 1.93%
$484.94 - $564.15 $4.85K - $5.64K
507 $247M
ZTS
Zoetis Inc.

Healthcare
-27
- 1.91%
$141.13 - $159.19 $3.81K - $4.3K
1.39K $203M
IBM
International Business Machines Corp

Technology
-6
- 0.74%
$234.77 - $292.47 $1.41K - $1.75K
810 $229M
PG
Procter & Gamble CO

Consumer Defensive
-3
- 0.15%
$150.47 - $161.22 $451 - $484
1.95K $300M
APD
Air Products & Chemicals, Inc.

Basic Materials
-12
- 1.44%
$265.78 - $299.3 $3.19K - $3.59K
822 $224M
JCI
Johnson Controls International PLC

Industrials
-182
- 5.59%
$103.24 - $111.73 $18.8K - $20.3K
3.07K $338M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-55
- 2.29%
$92.18 - $95.14 $5.07K - $5.23K
2.35K $223M
AEP
American Electric Power CO Inc

Utilities
-38
- 1.76%
$103.26 - $115.0 $3.92K - $4.37K
2.12K $238M
GS
Goldman Sachs Group Inc

Financial Services
-23
- 4.08%
$696.56 - $806.32 $16K - $18.5K
541 $431M
MSI
Motorola Solutions, Inc.

Technology
-4
- 0.43%
$408.73 - $490.3 $1.63K - $1.96K
922 $422M
MS
Morgan Stanley

Financial Services
-90
- 2.93%
$139.09 - $161.16 $12.5K - $14.5K
2.99K $475M
LHX
L3 Harris Technologies, Inc.

Industrials
-13
- 1.45%
$252.18 - $305.41 $3.28K - $3.97K
883 $270M
RTX
Raytheon Technologies Corp

Industrials
-67
- 2.5%
$144.19 - $167.33 $9.66K - $11.2K
2.61K $437M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-33
- 2.43%
$546.99 - $602.2 $18.1K - $19.9K
1.33K $796M
C
Citigroup Inc

Financial Services
-111
- 2.67%
$85.57 - $103.49 $9.5K - $11.5K
4.05K $411M
TSLA
Tesla, Inc.

Consumer Cyclical
-4
- 0.6%
$293.94 - $444.72 $1.18K - $1.78K
666 $296M
DHI
Horton D R Inc

Consumer Cyclical
-16
- 0.65%
$129.82 - $184.04 $2.08K - $2.94K
2.46K $416M
AVGO
Broadcom Inc.

Technology
-136
- 4.02%
$264.74 - $369.57 $36K - $50.3K
3.25K $1.07B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.38K
- 1.9%
$42.67 - $46.91 $58.9K - $64.8K
71.2K $3.33B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-716
- 1.15%
N/A
61.4K $6.09B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-2.06K
- 0.96%
$39.8 - $42.86 $82.1K - $88.4K
212K $9.09B
CGGR
Capital Group Growth ETF Shs C

ETFs
-728
- 0.46%
$40.2 - $44.58 $29.3K - $32.5K
157K $6.91B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-1.16K
- 2.21%
$148.97 - $165.88 $172K - $192K
51.1K $8.41B
Activity Summary
Buys All Purchases 40 New Holdings 4 Increased Positions 36 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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