Tanglewood Legacy Advisors, LLC Incresed Positions in Q4 2024

Tanglewood Legacy Advisors, LLC

  • $234 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
2.36K
+ 16.53%
$221.69 - $259.02 $523K - $611K
16.6K $4.16B
First Trust
18.1K
+ 334.72%
N/A
23.5K $821M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
11.3K
+ 53.26%
$43.61 - $45.3 $492K - $511K
32.5K $1.45B
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
8.79K
+ 15.53%
$42.25 - $43.54 $372K - $383K
65.4K $2.8B
AMZN
Amazon Com Inc

Consumer Cyclical
1.62K
+ 127.12%
$180.88 - $232.93 $293K - $378K
2.9K $636M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
7.19K
+ 34.89%
$47.07 - $48.75 $339K - $351K
27.8K $1.33B
JPM
Jpmorgan Chase & CO

Financial Services
1.38K
+ 506.96%
$205.18 - $250.29 $284K - $346K
1.66K $397M
First Trust
8.86K
+ 98.58%
N/A
17.8K $602M
QQQ
Invesco Qqq Trust, Series 1

ETFs
319
+ 5.89%
$481.22 - $538.17 $154K - $172K
5.73K $2.93B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
20.4K
+ 3.68%
$91.94 - $100.02 $1.88M - $2.04M
576K $53.3B
VUG
Vanguard Growth ETF

ETFs
176
+ 7.54%
$378.79 - $428.11 $66.7K - $75.3K
2.51K $1.03B
IWR
Ishares Russell Mid Cap ETF

ETFs
1.27K
+ 1.54%
$87.25 - $95.52 $111K - $121K
83.8K $7.41B
COP
Conocophillips

Energy
1.45K
+ 80.44%
$95.12 - $114.72 $138K - $166K
3.25K $322M
VIG
Vanguard Dividend Appreciation

ETFs
592
+ 28.65%
N/A
2.66K $521M
SPY
Spdr S&P 500 ETF Trust

ETFs
22
+ 0.3%
$567.81 - $607.81 $12.5K - $13.4K
7.48K $4.38B
CVX
Chevron Corp

Energy
769
+ 18.31%
$141.15 - $162.53 $109K - $125K
4.97K $720M
IVV
Ishares Core S&P 500 ETF

ETFs
38
+ 1.5%
$570.51 - $610.59 $21.7K - $23.2K
2.57K $1.51B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
800
+ 13.31%
$69.58 - $74.87 $55.7K - $59.9K
6.81K $477M
VTV
Vanguard Value ETF

ETFs
379
+ 9.97%
$168.32 - $181.87 $63.8K - $68.9K
4.18K $708M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
363
+ 8.85%
$126.68 - $134.74 $46K - $48.9K
4.46K $569M
ITOT
Ishares Core S&P Total U.S. St

ETFs
34
+ 0.34%
$124.26 - $134.12 $4.22K - $4.56K
10.1K $1.3B
Ge Healthcare
500
+ 59.38%
N/A
1.34K $105M
V
Visa Inc.

Financial Services
1
+ 0.21%
$273.87 - $320.91 $274 - $321
479 $151M
BX
Blackstone Inc.

Financial Services
4
+ 0.58%
$148.45 - $199.05 $594 - $796
690 $119M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
647
+ 1.62%
$40.97 - $42.66 $26.5K - $27.6K
40.7K $1.69B
FEX
First Tr Large Cap Core Alphde

ETFs
13
+ 0.41%
$103.29 - $112.88 $1.34K - $1.47K
3.17K $331M
PBW
Invesco Exchange Traded Fd Tr

ETFs
12
+ 0.99%
$19.01 - $21.64 $228 - $260
1.22K $24.4M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2
+ 1.14%
$96.64 - $101.23 $193 - $202
177 $17.1M
JNJ
Johnson & Johnson

Healthcare
637
+ 11.59%
$143.34 - $165.86 $91.3K - $106K
6.13K $887M
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.32%
$385.02 - $431.37 $385 - $431
312 $121M
SCHV
Schwab Strategic Tr Us Large C

ETFs
9.3K
+ 200.0%
$25.79 - $80.4 $240K - $748K
14K $364M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
47
+ 2.54%
$131.66 - $144.0 $6.19K - $6.77K
1.9K $251M
Activity Summary
Buys All Purchases 56 New Holdings 23 Increased Positions 33 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Tanglewood Legacy Advisors, LLC Portfolio

Follow Tanglewood Legacy Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tanglewood Legacy Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tanglewood Legacy Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email