The Analysis of Legacy Advisory Services, LLC's Holdings
Currently, Legacy Advisory Services, LLC holds 50 types of securities in its portfolio with a total value $132.6M. In the most recent quarter, they have increased their positions in SPYM (+5.6K shares, valued at $437.3K), USMV (+3.3K shares, valued at $310.9K), RDDT (+1.3K shares, valued at $293.2K); decreased their positions in SHV (-7.2K shares, valued at $800.7K), ARTY (-10.0K shares, valued at $457.8K), LLY (-250 shares, valued at $190.9K); initiated new positions in RDDT (+1.3K shares, valued at $293.2K), XLK (+751 shares, valued at $211.7K), PLD (+1.7K shares, valued at $200.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SHV ISHARES TR252.2K shares-2.79%2025-09-302025-10-30
SPYM SPDR SERIES TRUST253.7K shares2.25%2025-09-302025-10-30 SGOV ISHARES TR167.7K shares0.10%2025-09-302025-10-30 USMV ISHARES TR128.8K shares2.60%2025-09-302025-10-30 QUAL ISHARES TR39.2K shares0.43%2025-09-302025-10-30 IWX ISHARES TR67.5K shares0.45%2025-09-302025-10-30 IVV ISHARES TR8.4K shares0.84%2025-09-302025-10-30 MGC VANGUARD WORLD FD20.7K shares1.19%2025-09-302025-10-30 IWM ISHARES TR16.4K shares1.07%2025-09-302025-10-30 SPTM SPDR SERIES TRUST31.2K shares6.36%2025-09-302025-10-30 IWL ISHARES TR14.3K shares0.14%2025-09-302025-10-30 IOO ISHARES TR18.5K shares-0.11%2025-09-302025-10-30 AOR ISHARES TR31.8K shares0.00%2025-09-302025-10-30 LGLV SPDR SERIES TRUST10.8K shares0.29%2025-09-302025-10-30 VTWO VANGUARD SCOTTSDALE FDS9.2K shares0.00%2025-09-302025-10-30 AVGO BROADCOM INC2.5K shares0.12%2025-09-302025-10-30 SHOP SHOPIFY INC5.1K shares0.00%2025-09-302025-10-30 BLK BLACKROCK INC640 shares0.31%2025-09-302025-10-30 EWBC EAST WEST BANCORP INC7.0K shares0.00%2025-09-302025-10-30 MGK VANGUARD WORLD FD1.6K shares3.45%2025-09-302025-10-30 AN AUTONATION INC3.0K shares0.00%2025-09-302025-10-30 V VISA INC1.8K shares0.11%2025-09-302025-10-30 SPY SPDR S&P 500 ETF TR940 shares0.21%2025-09-302025-10-30 VCSH VANGUARD SCOTTSDALE FDS7.6K shares3.04%2025-09-302025-10-30 WMT WALMART INC5.7K shares0.16%2025-09-302025-10-30 TMUS T-MOBILE US INC2.4K shares0.00%2025-09-302025-10-30 MDT MEDTRONIC PLC6.0K shares0.00%2025-09-302025-10-30 ONEQ FIDELITY COMWLTH TR6.4K shares0.00%2025-09-302025-10-30 BOND PIMCO ETF TR6.1K shares0.12%2025-09-302025-10-30 SMMD ISHARES TR6.9K shares0.16%2025-09-302025-10-30 DIS DISNEY WALT CO4.2K shares0.00%2025-09-302025-10-30 ETN EATON CORP PLC1.2K shares0.00%2025-09-302025-10-30 BSV VANGUARD BD INDEX FDS5.6K shares0.97%2025-09-302025-10-30 CMCSA COMCAST CORP NEW12.2K shares0.64%2025-09-302025-10-30 CROX CROCS INC4.0K shares0.00%2025-09-302025-10-30 HYS PIMCO ETF TR3.5K shares1.73%2025-09-302025-10-30 CRS CARPENTER TECHNOLOGY CORP1.2K shares0.00%2025-09-302025-10-30 RDDT REDDIT INC1.3K sharesnew addition2025-09-302025-10-30 NET CLOUDFLARE INC1.3K shares0.00%2025-09-302025-10-30 MMC MARSH & MCLENNAN COS INC1.4K shares0.44%2025-09-302025-10-30 SPMB SPDR SERIES TRUST12.0K shares0.94%2025-09-302025-10-30 MAR MARRIOTT INTL INC NEW1.0K shares0.00%2025-09-302025-10-30 ACWV ISHARES INC2.1K shares5.18%2025-09-302025-10-30 EPD ENTERPRISE PRODS PARTNERS L7.9K shares0.00%2025-09-302025-10-30 HYMB SPDR SERIES TRUST9.8K shares7.53%2025-09-302025-10-30 XLK SELECT SECTOR SPDR TR751 sharesnew addition2025-09-302025-10-30 ARTY ISHARES TR4.5K shares-68.94%2025-09-302025-10-30 AES AES CORP15.4K shares0.00%2025-09-302025-10-30 LLY ELI LILLY & CO265 shares-48.54%2025-09-302025-10-30 PLD PROLOGIS INC.1.7K sharesnew addition2025-09-302025-10-30 Call Option Holdings
No call option holdings data available
Put Option Holdings
TSLA Put PutTESLA INC600 sharesnew addition2025-09-302025-10-30