Tanglewood Legacy Advisors, LLC Reduced Holdings in Q1 2025

Tanglewood Legacy Advisors, LLC

  • $228 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-16.6K
- 5.01%
$126.86 - $146.45 $2.11M - $2.43M
315K $40B
DMAY
First Tr Ex Tr Fd Viii Cboe Ve

Technology
-37.3K
- 25.03%
$39.11 - $41.9 $1.46M - $1.56M
112K $4.42B
RDIV
Invesco Exchange Traded Fd Tr

ETFs
-20.6K
- 76.2%
$47.27 - $50.52 $974K - $1.04M
6.43K $314M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.29K
- 17.24%
$551.42 - $612.93 $711K - $790K
6.19K $3.46B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-207
- 1.22%
$360.07 - $417.26 $74.5K - $86.4K
16.8K $6.05B
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
-12.6K
- 9.92%
$45.66 - $48.85 $573K - $613K
114K $5.26B
DFAU
Dimensional ETF Tr

ETFs
-15.8K
- 27.06%
$37.84 - $42.29 $597K - $667K
42.5K $1.63B
DAPR
First Ex Tr Fd Ft Cboe Vest Us
-19.5K
- 21.09%
$36.57 - $37.91 $713K - $739K
72.9K $2.72B
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
-13.6K
- 11.62%
$40.29 - $42.24 $546K - $573K
103K $4.22B
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-7.16K
- 16.12%
$49.36 - $53.08 $354K - $380K
37.3K $1.86B
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-7.95K
- 16.19%
$41.51 - $44.56 $330K - $354K
41.2K $1.73B
TSLA
Tesla, Inc.

Consumer Cyclical
-200
- 14.87%
$222.15 - $428.22 $44.4K - $85.6K
1.15K $297M
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-4.15K
- 6.35%
$41.55 - $43.98 $172K - $183K
61.3K $2.57B
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-4.01K
- 37.21%
$47.09 - $50.46 $189K - $202K
6.77K $322M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-3.42K
- 11.49%
$87.68 - $94.52 $300K - $324K
26.4K $2.47B
MSFT
Microsoft Corp

Technology
-29
- 0.84%
$375.39 - $447.2 $10.9K - $13K
3.4K $1.28B
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-2.77K
- 9.96%
$46.06 - $49.24 $128K - $136K
25K $1.17B
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-3.88K
- 53.86%
$38.92 - $41.1 $151K - $160K
3.33K $130M
First Trust
-3.39K
- 7.95%
N/A
39.3K $1.42B
First Trust
-2.84K
- 4.72%
N/A
57.2K $1.99B
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-2.63K
- 14.27%
$41.06 - $44.04 $108K - $116K
15.8K $656M
VUG
Vanguard Growth ETF

ETFs
-81
- 3.23%
$369.1 - $427.61 $29.9K - $34.6K
2.43K $901M
Ab Intl
-5.52K
- 20.47%
N/A
21.4K $792M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-1.78K
- 5.47%
$42.86 - $45.92 $76.1K - $81.5K
30.7K $1.33B
First Trust
-3.05K
- 17.07%
N/A
14.8K $490M
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-2.37K
- 22.28%
$38.06 - $40.36 $90.2K - $95.7K
8.27K $317M
GPC
Genuine Parts CO

Consumer Cyclical
-900
- 15.07%
$115.91 - $129.02 $104K - $116K
5.07K $604M
IVV
Ishares Core S&P 500 ETF

ETFs
-37
- 1.44%
$554.06 - $615.85 $20.5K - $22.8K
2.53K $1.42B
TGT
Target Corp

Consumer Defensive
-240
- 19.05%
$103.65 - $142.5 $24.9K - $34.2K
1.02K $106M
AVEM
American Centy ETF Tr Avantis

ETFs
-1.07K
- 71.1%
$57.11 - $62.4 $61.1K - $66.8K
435 $26.2M
First Trust
-1.61K
- 5.63%
N/A
27K $1.01B
FEX
First Tr Large Cap Core Alphde

ETFs
-503
- 15.85%
$99.27 - $109.89 $49.9K - $55.3K
2.67K $274M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-100
- 66.67%
$497.6 - $606.74 $49.8K - $60.7K
50 $24.9M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-797
- 5.86%
$44.96 - $47.9 $35.8K - $38.2K
12.8K $583M
UNH
Unitedhealth Group Inc

Healthcare
-100
- 81.97%
$461.52 - $548.18 $46.2K - $54.8K
22 $11.5M
TXN
Texas Instruments Inc

Technology
-200
- 13.05%
N/A
1.33K $239M
HD
Home Depot, Inc.

Consumer Cyclical
-105
- 33.65%
$347.25 - $424.87 $36.5K - $44.6K
207 $76M
DAUG
First Tr ETF Viii Cboe Vest Us
-646
- 3.81%
N/A
16.3K $633M
NVDA
Nvidia Corp

Technology
-110
- 10.93%
$106.98 - $149.43 $11.8K - $16.4K
896 $97.1M
First Trust
-370
- 1.26%
N/A
29.1K $1.02B
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-200
- 44.94%
$110.9 - $132.93 $22.2K - $26.6K
245 $27.9M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-155
- 33.12%
$102.49 - $119.96 $15.9K - $18.6K
313 $32.7M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-400
- 23.54%
$58.01 - $64.46 $23.2K - $25.8K
1.3K $80.7M
EMR
Emerson Electric CO

Industrials
-108
- 21.26%
$108.64 - $131.17 $11.7K - $14.2K
400 $43.9M
Ge Vernova
-6
- 0.94%
N/A
631 $193M
OKE
Oneok Inc

Energy
-110
- 6.06%
$89.57 - $109.85 $9.85K - $12.1K
1.71K $169M
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-20
- 0.19%
$40.44 - $43.17 $809 - $863
10.3K $423M
META
Meta Platforms, Inc.

Communication Services
-10
- 14.08%
$576.36 - $736.67 $5.76K - $7.37K
61 $35.2M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-22
- 7.17%
$196.12 - $229.48 $4.31K - $5.05K
285 $57.6M
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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