The Analysis of Legacy Financial Strategies, LLC's Holdings
Currently, Legacy Financial Strategies, LLC holds 135 types of securities in its portfolio with a total value $553.7M. In the most recent quarter, they have increased their positions in SPMO (+35.3K shares, valued at $4.3M), SCHB (+138.0K shares, valued at $3.5M), IGM (+27.1K shares, valued at $3.4M); decreased their positions in AVLV (-65.9K shares, valued at $4.8M), IJR (-34.1K shares, valued at $4.1M), ABBV (-12.7K shares, valued at $2.9M); initiated new positions in SPMO (+35.3K shares, valued at $4.3M), ADM (+40.5K shares, valued at $2.4M), ORCL (+1.4K shares, valued at $385.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SCHG SCHWAB STRATEGIC TR2.9M shares-1.70%2025-09-302025-11-06
SCHB SCHWAB STRATEGIC TR2.7M shares5.42%2025-09-302025-11-06 AGG ISHARES TR417.1K shares4.50%2025-09-302025-11-06 DGRO ISHARES TR594.5K shares3.67%2025-09-302025-11-06 IGM ISHARES TR300.4K shares9.92%2025-09-302025-11-06 AVLV AMERICAN CENTY ETF TR434.9K shares-13.16%2025-09-302025-11-06 VTI VANGUARD INDEX FDS57.5K shares-0.11%2025-09-302025-11-06 IJR ISHARES TR127.7K shares-21.09%2025-09-302025-11-06 SCHD SCHWAB STRATEGIC TR472.8K shares-0.09%2025-09-302025-11-06 NVDA NVIDIA CORPORATION52.1K shares5.23%2025-09-302025-11-06 AAPL APPLE INC31.9K shares0.79%2025-09-302025-11-06 MUB ISHARES TR72.8K shares7.98%2025-09-302025-11-06 SPY SPDR S&P 500 ETF TR8.3K shares-12.28%2025-09-302025-11-06 VOO VANGUARD INDEX FDS8.8K shares-0.57%2025-09-302025-11-06 MSFT MICROSOFT CORP9.9K shares5.89%2025-09-302025-11-06 BRK.B BERKSHIRE HATHAWAY INC DEL10.1K shares-4.94%2025-09-302025-11-06 SMH VANECK ETF TRUST14.1K shares241.37%2025-09-302025-11-06 SPMO INVESCO EXCH TRADED FD TR II35.3K sharesnew addition2025-09-302025-11-06 AFL AFLAC INC36.7K shares3.63%2025-09-302025-11-06 WMT WALMART INC39.4K shares2.15%2025-09-302025-11-06 CTAS CINTAS CORP19.5K shares1.43%2025-09-302025-11-06 ADP AUTOMATIC DATA PROCESSING IN13.0K shares2.07%2025-09-302025-11-06 SHW SHERWIN WILLIAMS CO11.0K shares1.03%2025-09-302025-11-06 ATO ATMOS ENERGY CORP22.0K shares4.67%2025-09-302025-11-06 LOW LOWES COS INC14.8K shares6.94%2025-09-302025-11-06 LIN LINDE PLC7.6K shares0.97%2025-09-302025-11-06 CINF CINCINNATI FINL CORP22.6K shares0.29%2025-09-302025-11-06 SPGI S&P GLOBAL INC7.3K shares0.22%2025-09-302025-11-06 ABT ABBOTT LABS26.1K shares3.72%2025-09-302025-11-06 NEE NEXTERA ENERGY INC45.1K shares-1.42%2025-09-302025-11-06 BRO BROWN & BROWN INC36.0K shares6.43%2025-09-302025-11-06 FAST FASTENAL CO67.7K shares-0.96%2025-09-302025-11-06 AOS SMITH A O CORP42.6K shares2.87%2025-09-302025-11-06 ROP ROPER TECHNOLOGIES INC6.2K shares1.58%2025-09-302025-11-06 JKHY HENRY JACK & ASSOC INC20.6K shares0.00%2025-09-302025-11-06 AMZN AMAZON COM INC13.3K shares9.47%2025-09-302025-11-06 EXPD EXPEDITORS INTL WASH INC23.5K shares3.74%2025-09-302025-11-06 NDSN NORDSON CORP12.6K shares0.77%2025-09-302025-11-06 MKC MCCORMICK & CO INC39.2K shares-2.05%2025-09-302025-11-06 ADM ARCHER DANIELS MIDLAND CO40.5K sharesnew addition2025-09-302025-11-06 MMIT NEW YORK LIFE INVTS ACTIVE E98.5K shares26.53%2025-09-302025-11-06 GWW GRAINGER W W INC2.5K shares2.94%2025-09-302025-11-06 PLTR PALANTIR TECHNOLOGIES INC12.5K shares15.33%2025-09-302025-11-06 IUSV ISHARES TR20.7K shares0.00%2025-09-302025-11-06 AVGO BROADCOM INC5.7K shares32.26%2025-09-302025-11-06 GOOGL ALPHABET INC7.7K shares6.17%2025-09-302025-11-06 TSLA TESLA INC4.1K shares4.75%2025-09-302025-11-06 JPM JPMORGAN CHASE & CO.5.6K shares3.82%2025-09-302025-11-06 CAT CATERPILLAR INC3.4K shares-2.16%2025-09-302025-11-06 FDS FACTSET RESH SYS INC5.6K shares1.16%2025-09-302025-11-06 META META PLATFORMS INC2.1K shares6.13%2025-09-302025-11-06 XLP SELECT SECTOR SPDR TR19.4K shares-1.12%2025-09-302025-11-06 ABBV ABBVIE INC6.4K shares-66.57%2025-09-302025-11-06 TMUS T-MOBILE US INC5.8K shares0.95%2025-09-302025-11-06 BND VANGUARD BD INDEX FDS18.4K shares-0.08%2025-09-302025-11-06 JEPI J P MORGAN EXCHANGE TRADED F21.7K shares0.70%2025-09-302025-11-06 CRWD CROWDSTRIKE HLDGS INC2.4K shares28.91%2025-09-302025-11-06 JAAA JANUS DETROIT STR TR23.2K shares22.79%2025-09-302025-11-06 XLV SELECT SECTOR SPDR TR7.9K shares-21.91%2025-09-302025-11-06 RSP INVESCO EXCHANGE TRADED FD T5.4K shares0.00%2025-09-302025-11-06 HYMB SPDR SERIES TRUST41.2K shares86.56%2025-09-302025-11-06 HON HONEYWELL INTL INC4.8K shares0.21%2025-09-302025-11-06 VIG VANGUARD SPECIALIZED FUNDS4.5K shares0.02%2025-09-302025-11-06 FNDX SCHWAB STRATEGIC TR36.4K shares6.81%2025-09-302025-11-06 IGV ISHARES TR7.3K shares3.07%2025-09-302025-11-06 IBM INTERNATIONAL BUSINESS MACHS2.9K shares15.74%2025-09-302025-11-06 IOO ISHARES TR6.5K shares0.00%2025-09-302025-11-06 CP CANADIAN PACIFIC KANSAS CITY10.2K shares0.00%2025-09-302025-11-06 GOOG ALPHABET INC2.9K shares11.45%2025-09-302025-11-06 TSM TAIWAN SEMICONDUCTOR MFG LTD2.4K shares0.00%2025-09-302025-11-06 V VISA INC1.9K shares5.72%2025-09-302025-11-06 SPHB INVESCO EXCH TRADED FD TR II5.5K shares0.00%2025-09-302025-11-06 AXP AMERICAN EXPRESS CO1.8K shares1.82%2025-09-302025-11-06 SO SOUTHERN CO6.3K shares4.89%2025-09-302025-11-06 LLY ELI LILLY & CO755 shares-5.51%2025-09-302025-11-06 FHLC FIDELITY COVINGTON TRUST8.4K shares-1.38%2025-09-302025-11-06 APD AIR PRODS & CHEMS INC2.0K shares-8.90%2025-09-302025-11-06 JNJ JOHNSON & JOHNSON2.9K shares5.44%2025-09-302025-11-06 EOT EATON VANCE NATL MUN OPPORT30.5K shares0.00%2025-09-302025-11-06 PANW PALO ALTO NETWORKS INC2.4K shares8.71%2025-09-302025-11-06 WMB WILLIAMS COS INC7.7K shares1.51%2025-09-302025-11-06 XLY SELECT SECTOR SPDR TR1.9K shares0.00%2025-09-302025-11-06 NOBL PROSHARES TR4.5K shares-5.95%2025-09-302025-11-06 AVUV AMERICAN CENTY ETF TR4.6K shares-6.48%2025-09-302025-11-06 ORLY OREILLY AUTOMOTIVE INC4.1K shares2.31%2025-09-302025-11-06 HD HOME DEPOT INC1.0K shares7.80%2025-09-302025-11-06 AMD ADVANCED MICRO DEVICES INC2.6K shares6.13%2025-09-302025-11-06 MOAT VANECK ETF TRUST4.1K shares0.00%2025-09-302025-11-06 ORCL ORACLE CORP1.4K sharesnew addition2025-09-302025-11-06 T AT&T INC13.6K shares32.29%2025-09-302025-11-06 GLD SPDR GOLD TR1.1K shares5.50%2025-09-302025-11-06 JEPQ J P MORGAN EXCHANGE TRADED F6.5K shares25.22%2025-09-302025-11-06 NFLX NETFLIX INC311 shares23.41%2025-09-302025-11-06 CDNS CADENCE DESIGN SYSTEM INC1.0K sharesnew addition2025-09-302025-11-06 ET ENERGY TRANSFER L P20.4K shares-5.40%2025-09-302025-11-06 SPMD SPDR SERIES TRUST6.1K shares0.07%2025-09-302025-11-06 MDY SPDR S&P MIDCAP 400 ETF TR576 shares0.00%2025-09-302025-11-06 COST COSTCO WHSL CORP NEW350 shares31.58%2025-09-302025-11-06 XLK SELECT SECTOR SPDR TR1.1K shares-7.96%2025-09-302025-11-06 SUB ISHARES TR2.9K shares0.24%2025-09-302025-11-06 MA MASTERCARD INCORPORATED550 shares13.87%2025-09-302025-11-06 VTV VANGUARD INDEX FDS1.7K shares0.30%2025-09-302025-11-06 CVX CHEVRON CORP NEW2.0K shares10.43%2025-09-302025-11-06 PG PROCTER AND GAMBLE CO2.0K shares-9.26%2025-09-302025-11-06 COWZ PACER FDS TR5.3K shares-67.24%2025-09-302025-11-06 VGT VANGUARD WORLD FD402 shares0.00%2025-09-302025-11-06 EVRG EVERGY INC3.9K shares0.00%2025-09-302025-11-06 ETN EATON CORP PLC786 shares6.07%2025-09-302025-11-06 IWS ISHARES TR2.1K shares0.00%2025-09-302025-11-06 TROW PRICE T ROWE GROUP INC2.8K shares3.31%2025-09-302025-11-06 IBIT ISHARES BITCOIN TRUST ETF4.3K sharesnew addition2025-09-302025-11-06 TMO THERMO FISHER SCIENTIFIC INC575 shares6.68%2025-09-302025-11-06 ANET ARISTA NETWORKS INC1.9K sharesnew addition2025-09-302025-11-06 DE DEERE & CO584 shares7.75%2025-09-302025-11-06 CASY CASEYS GEN STORES INC469 shares0.00%2025-09-302025-11-06 IVW ISHARES TR2.2K shares1.44%2025-09-302025-11-06 PM PHILIP MORRIS INTL INC1.6K shares-1.82%2025-09-302025-11-06 SPH SUBURBAN PROPANE PARTNERS L14.0K shares0.00%2025-09-302025-11-06 TAXF AMERICAN CENTY ETF TR5.1K sharesnew addition2025-09-302025-11-06 KO COCA COLA CO3.8K shares11.92%2025-09-302025-11-06 COP CONOCOPHILLIPS2.6K sharesnew addition2025-09-302025-11-06 ASML ASML HOLDING N V242 shares-79.42%2025-09-302025-11-06 MNA NEW YORK LIFE INVESTMENTS ET6.4K shares0.00%2025-09-302025-11-06 IVE ISHARES TR1.1K shares0.00%2025-09-302025-11-06 XOM EXXON MOBIL CORP2.0K sharesnew addition2025-09-302025-11-06 KR KROGER CO3.2K shares0.00%2025-09-302025-11-06 MINT PIMCO ETF TR2.2K sharesnew addition2025-09-302025-11-06 VB VANGUARD INDEX FDS842 sharesnew addition2025-09-302025-11-06 MCD MCDONALDS CORP690 shares-5.74%2025-09-302025-11-06 GE GE AEROSPACE684 sharesnew addition2025-09-302025-11-06 VYM VANGUARD WHITEHALL FDS1.4K sharesnew addition2025-09-302025-11-06 TWO TWO HBRS INVT CORP15.9K shares0.00%2025-09-302025-11-06 ARI APOLLO COML REAL EST FIN INC11.7K shares0.00%2025-09-302025-11-06 AUR AURORA INNOVATION INC10.5K shares-0.02%2025-09-302025-11-06 AMC AMC ENTMT HLDGS INC10.2K shares0.00%2025-09-302025-11-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available