Tanglewood Legacy Advisors, LLC Purchases in Q1 2025

Tanglewood Legacy Advisors, LLC

  • $228 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Pgim Aaa
121K
+ 115.55%
N/A
225K $11.6B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
33K
+ 5.73%
$90.0 - $96.32 $2.97M - $3.18M
609K $56.2B
First Trust
26.6K
+ 68.93%
N/A
65.2K $2.45B
Innovator Us
17.7K
New
N/A
17.7K $527M
First Trust
14.2K
+ 24.62%
N/A
71.7K $2.64B
First Trust
11.1K
+ 819.87%
N/A
12.4K $429M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.46K
+ 5.27%
$182.82 - $196.21 $267K - $286K
29.1K $5.48B
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
8.45K
+ 81.08%
$41.74 - $43.57 $353K - $368K
18.9K $795M
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
13.4K
New
N/A
13.4K $330M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
5.74K
New
$44.11 - $47.04 $253K - $270K
5.74K $256M
IWR
Ishares Russell Mid Cap ETF

ETFs
5.58K
+ 6.65%
$82.81 - $92.93 $462K - $518K
89.4K $7.6B
MINO
Pimco ETF Tr Municipal Income

ETFs
3K
New
$44.44 - $45.83 $133K - $137K
3K $134M
CVX
Chevron Corp

Energy
19
+ 0.38%
$146.71 - $167.97 $2.79K - $3.19K
4.99K $834M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
834
+ 2.05%
$41.61 - $44.72 $34.7K - $37.3K
41.5K $1.8B
XOM
Exxon Mobil Corp

Energy
1
+ 0.01%
$105.44 - $118.93 $105 - $119
8.42K $1B
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
1.95K
+ 83.11%
$39.33 - $41.52 $76.8K - $81.1K
4.3K $171M
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
3.66K
New
$13.33 - $14.08 $48.7K - $51.5K
3.66K $50.7M
PAXS
Pimco Access Income Fund

Financial Services
2.75K
New
$15.31 - $16.37 $42.1K - $45K
2.75K $44.1M
First Trust
800
+ 55.56%
N/A
2.24K $76.9M
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
564
+ 6.8%
N/A
8.86K $432M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
44
+ 2.32%
$128.74 - $138.67 $5.66K - $6.1K
1.94K $263M
QUAL
Ishares Msci Usa Quality Facto

ETFs
41
New
$168.16 - $186.21 $6.89K - $7.63K
41 $7.01M
DEA
Easterly Government Properties, Inc.

Real Estate
525
New
$10.26 - $11.77 $5.39K - $6.18K
525 $5.57M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
66
New
$81.83 - $82.73 $5.4K - $5.46K
66 $5.46M
ILCG
Ishares Morningstar Growth ETF
44
New
N/A
44 $3.56M
PRF
Invesco Exchange Traded Fd Tr

ETFs
86
New
$39.4 - $42.61 $3.39K - $3.66K
86 $3.48M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
123
New
$24.6 - $24.99 $3.03K - $3.07K
123 $3.07M
DVY
Ishares Tr

ETFs
15
New
$128.58 - $138.1 $1.93K - $2.07K
15 $2.01M
PSN
Parsons Corp

Industrials
124
+ 22.88%
$55.35 - $96.44 $6.86K - $12K
666 $39.4M
BX
Blackstone Inc.

Financial Services
6
+ 0.87%
$136.53 - $186.74 $819 - $1.12K
696 $97.2M
ITOT
Ishares Core S&P Total U.S. St

ETFs
216
+ 2.14%
$120.29 - $134.6 $26K - $29.1K
10.3K $1.26B
AAPL
Apple Inc.

Technology
411
+ 2.47%
$209.68 - $247.1 $86.2K - $102K
17K $3.78B
Activity Summary
Buys All Purchases 33 New Holdings 13 Increased Positions 20 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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