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The Analysis of Legacy Advisory Services, LLC's Holdings & P&L

Currently, Legacy Advisory Services, LLC holds 49 types of securities in its portfolio with a total value $131.0M. In the most recent quarter, they have increased their positions in IQLT (+89.2K shares, valued at $4.1M), DYNF (+68.2K shares, valued at $4.0M), SHYM (+80.5K shares, valued at $1.8M); decreased their positions in MGC (-12.2K shares, valued at $2.9M), SPTM (-27.5K shares, valued at $2.2M), USMV (-19.5K shares, valued at $1.8M); initiated new positions in IQLT (+89.2K shares, valued at $4.1M), DYNF (+68.2K shares, valued at $4.0M), SHYM (+80.5K shares, valued at $1.8M).

1M P&L

+3.4M+2.56%

3M P&L

+2.3M+1.73%

HY P&L

+5.8M+4.43%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A123.0M

94.4%

2Telecom Services855.3K

0.7%

3Software - Application815.0K

0.6%

Top Industries by Stock Count

1N/A28 stocks

62.2%

2Telecom Services2 stocks

4.4%

3Utilities - Diversified1 stocks

2.2%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SHV ISHARES TR228.7K shares-6.48%2026-03-312026-05-12

SPYM SPDR SERIES TRUST239.5K shares-5.65%2026-03-312026-05-12

SGOV ISHARES TR165.2K shares-0.53%2026-03-312026-05-12

USMV ISHARES TR110.5K shares-14.98%2026-03-312026-05-12

QUAL ISHARES TR44.7K shares14.01%2026-03-312026-05-12

IWX ISHARES TR62.9K shares-7.27%2026-03-312026-05-12

IVV ISHARES TR8.6K shares1.80%2026-03-312026-05-12

IWM ISHARES TR17.2K shares4.99%2026-03-312026-05-12

Sponsored

IQLT ISHARES TR89.2K sharesnew addition2026-03-312026-05-12

DYNF BLACKROCK ETF TRUST68.2K sharesnew addition2026-03-312026-05-12

LGLV SPDR SERIES TRUST13.9K shares28.56%2026-03-312026-05-12

IOO ISHARES TR20.0K shares6.51%2026-03-312026-05-12

IWL ISHARES TR14.6K shares2.32%2026-03-312026-05-12

AOR ISHARES TR34.2K shares8.19%2026-03-312026-05-12

MGC VANGUARD WORLD FD8.5K shares-58.90%2026-03-312026-05-12

SHYM BLACKROCK ETF TRUST II80.5K sharesnew addition2026-03-312026-05-12

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VBIL VANGUARD INSTL INDEX FD22.8K sharesnew addition2026-03-312026-05-12

MGK VANGUARD WORLD FD1.7K shares6.39%2026-03-312026-05-12

SHOP SHOPIFY INC5.1K shares0.00%2026-03-312026-05-12

WMT WALMART INC4.7K shares-17.25%2026-03-312026-05-12

SMMD ISHARES TR7.6K shares10.38%2026-03-312026-05-12

BROADCOM INC BROADCOM INC1.8K shares-27.61%2026-03-312026-05-12

NVDA NVIDIA CORPORATION3.1K sharesnew addition2026-03-312026-05-12

MERCK & CO INC MERCK & CO INC4.4K sharesnew addition2026-03-312026-05-12

Sponsored

TMUS T-MOBILE US INC2.4K shares0.46%2026-03-312026-05-12

CROX CROCS INC5.9K shares44.84%2026-03-312026-05-12

AN AUTONATION INC2.4K shares-20.11%2026-03-312026-05-12

AAPL APPLE INC1.9K sharesnew addition2026-03-312026-05-12

MEDTRONIC PLC MEDTRONIC PLC5.4K shares-10.82%2026-03-312026-05-12

EWBC EAST WEST BANCORP INC4.3K shares-37.18%2026-03-312026-05-12

EATON CORP PLC EATON CORP PLC1.2K shares0.98%2026-03-312026-05-12

SPY STATE STR SPDR S&P 500 ETF T672 shares-23.64%2026-03-312026-05-12

Sponsored

MSFT MICROSOFT CORP1.1K sharesnew addition2026-03-312026-05-12

UNP UNION PAC CORP1.7K sharesnew addition2026-03-312026-05-12

DIS DISNEY WALT CO4.2K shares0.05%2026-03-312026-05-12

BOND PIMCO ETF TR3.9K shares-36.03%2026-03-312026-05-12

SLGN SILGAN HLDGS INC9.0K sharesnew addition2026-03-312026-05-12

MAR MARRIOTT INTL INC NEW1.0K shares0.00%2026-03-312026-05-12

VST VISTRA CORP2.2K sharesnew addition2026-03-312026-05-12

EPD ENTERPRISE PRODS PARTNERS L8.7K shares9.94%2026-03-312026-05-12

Sponsored

VIS VANGUARD WORLD FD1.0K sharesnew addition2026-03-312026-05-12

ORCL ORACLE CORP2.2K sharesnew addition2026-03-312026-05-12

SCHD SCHWAB STRATEGIC TR10.2K sharesnew addition2026-03-312026-05-12

ONEQ FIDELITY COMWLTH TR3.7K shares-42.96%2026-03-312026-05-12

SPTM SPDR SERIES TRUST3.5K shares-88.58%2026-03-312026-05-12

PARAMOUNT SKYDANCE CORP PARAMOUNT SKYDANCE CORP30.0K sharesnew addition2026-03-312026-05-12

MMC MARSH & MCLENNAN COS INC1.4K shares0.51%2026-03-312026-05-12

PLD PROLOGIS INC.1.6K shares-6.60%2026-03-312026-05-12

Sponsored

ARTY ISHARES TR4.5K shares0.00%2026-03-312026-05-12

SHV

ISHARES TR

-6.48%

Shares228.7K

Event2026-03-31

Filed2026-05-12

SPYM

SPDR SERIES TRUST

-5.65%

Shares239.5K

Event2026-03-31

Filed2026-05-12

SGOV

ISHARES TR

-0.53%

Shares165.2K

Event2026-03-31

Filed2026-05-12

USMV

ISHARES TR

-14.98%

Shares110.5K

Event2026-03-31

Filed2026-05-12

QUAL

ISHARES TR

14.01%

Shares44.7K

Event2026-03-31

Filed2026-05-12

IWX

ISHARES TR

-7.27%

Shares62.9K

Event2026-03-31

Filed2026-05-12

IVV

ISHARES TR

1.80%

Shares8.6K

Event2026-03-31

Filed2026-05-12

IWM

ISHARES TR

4.99%

Shares17.2K

Event2026-03-31

Filed2026-05-12

IQLT

ISHARES TR

New

Shares89.2K

Event2026-03-31

Filed2026-05-12

DYNF

BLACKROCK ETF TRUST

New

Shares68.2K

Event2026-03-31

Filed2026-05-12

LGLV

SPDR SERIES TRUST

28.56%

Shares13.9K

Event2026-03-31

Filed2026-05-12

IOO

ISHARES TR

6.51%

Shares20.0K

Event2026-03-31

Filed2026-05-12

IWL

ISHARES TR

2.32%

Shares14.6K

Event2026-03-31

Filed2026-05-12

AOR

ISHARES TR

8.19%

Shares34.2K

Event2026-03-31

Filed2026-05-12

MGC

VANGUARD WORLD FD

-58.90%

Shares8.5K

Event2026-03-31

Filed2026-05-12

SHYM

BLACKROCK ETF TRUST II

New

Shares80.5K

Event2026-03-31

Filed2026-05-12

VBIL

VANGUARD INSTL INDEX FD

New

Shares22.8K

Event2026-03-31

Filed2026-05-12

MGK

VANGUARD WORLD FD

6.39%

Shares1.7K

Event2026-03-31

Filed2026-05-12

SHOP

SHOPIFY INC

0.00%

Shares5.1K

Event2026-03-31

Filed2026-05-12

WMT

WALMART INC

-17.25%

Shares4.7K

Event2026-03-31

Filed2026-05-12

SMMD

ISHARES TR

10.38%

Shares7.6K

Event2026-03-31

Filed2026-05-12

BROADCOM INC

-27.61%

Shares1.8K

Event2026-03-31

Filed2026-05-12

NVDA

NVIDIA CORPORATION

New

Shares3.1K

Event2026-03-31

Filed2026-05-12

MERCK & CO INC

New

Shares4.4K

Event2026-03-31

Filed2026-05-12

TMUS

T-MOBILE US INC

0.46%

Shares2.4K

Event2026-03-31

Filed2026-05-12

CROX

CROCS INC

44.84%

Shares5.9K

Event2026-03-31

Filed2026-05-12

AUTONATION INC

-20.11%

Shares2.4K

Event2026-03-31

Filed2026-05-12

AAPL

APPLE INC

New

Shares1.9K

Event2026-03-31

Filed2026-05-12

MEDTRONIC PLC

-10.82%

Shares5.4K

Event2026-03-31

Filed2026-05-12

EWBC

EAST WEST BANCORP INC

-37.18%

Shares4.3K

Event2026-03-31

Filed2026-05-12

EATON CORP PLC

0.98%

Shares1.2K

Event2026-03-31

Filed2026-05-12

SPY

STATE STR SPDR S&P 500 ETF T

-23.64%

Shares672

Event2026-03-31

Filed2026-05-12

MSFT

MICROSOFT CORP

New

Shares1.1K

Event2026-03-31

Filed2026-05-12

UNP

UNION PAC CORP

New

Shares1.7K

Event2026-03-31

Filed2026-05-12

DIS

DISNEY WALT CO

0.05%

Shares4.2K

Event2026-03-31

Filed2026-05-12

BOND

PIMCO ETF TR

-36.03%

Shares3.9K

Event2026-03-31

Filed2026-05-12

SLGN

SILGAN HLDGS INC

New

Shares9.0K

Event2026-03-31

Filed2026-05-12

MAR

MARRIOTT INTL INC NEW

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-12

VST

VISTRA CORP

New

Shares2.2K

Event2026-03-31

Filed2026-05-12

EPD

ENTERPRISE PRODS PARTNERS L

9.94%

Shares8.7K

Event2026-03-31

Filed2026-05-12

VIS

VANGUARD WORLD FD

New

Shares1.0K

Event2026-03-31

Filed2026-05-12

ORCL

ORACLE CORP

New

Shares2.2K

Event2026-03-31

Filed2026-05-12

SCHD

SCHWAB STRATEGIC TR

New

Shares10.2K

Event2026-03-31

Filed2026-05-12

ONEQ

FIDELITY COMWLTH TR

-42.96%

Shares3.7K

Event2026-03-31

Filed2026-05-12

SPTM

SPDR SERIES TRUST

-88.58%

Shares3.5K

Event2026-03-31

Filed2026-05-12

PARAMOUNT SKYDANCE CORP

New

Shares30.0K

Event2026-03-31

Filed2026-05-12

MMC

MARSH & MCLENNAN COS INC

0.51%

Shares1.4K

Event2026-03-31

Filed2026-05-12

PLD

PROLOGIS INC.

-6.60%

Shares1.6K

Event2026-03-31

Filed2026-05-12

ARTY

ISHARES TR

0.00%

Shares4.5K

Event2026-03-31

Filed2026-05-12

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available