The Analysis of LEGACY SOLUTIONS, LLC's Holdings
Currently, LEGACY SOLUTIONS, LLC holds 81 types of securities in its portfolio with a total value $113.8M. In the most recent quarter, they have increased their positions in FDEC (+8.1K shares, valued at $416.9K), VUSB (+8.3K shares, valued at $411.9K), N/A (+4.0K shares, valued at $260.1K); decreased their positions in IUSG (-3.6K shares, valued at $599.9K), MOAT (-3.3K shares, valued at $339.5K), SPYM (-3.8K shares, valued at $308.7K); initiated new positions in FDEC (+8.1K shares, valued at $416.9K), N/A (+4.0K shares, valued at $260.1K), YSEP (+9.0K shares, valued at $233.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPYM SPDR SERIES TRUST223.6K shares-1.69%2025-12-312026-01-14
SPDW SPDR INDEX SHS FDS209.8K shares-1.23%2025-12-312026-01-14 IUSG ISHARES TR47.5K shares-6.99%2025-12-312026-01-14 IUSV ISHARES TR74.8K shares1.56%2025-12-312026-01-14 CGGR CAPITAL GROUP GROWTH ETF152.2K shares-3.26%2025-12-312026-01-14 MOAT VANECK ETF TRUST58.1K shares-5.34%2025-12-312026-01-14 IVOO VANGUARD ADMIRAL FDS INC39.5K shares2.55%2025-12-312026-01-14 SPSM SPDR SERIES TRUST79.6K shares3.83%2025-12-312026-01-14 SPEM SPDR INDEX SHS FDS71.8K shares0.80%2025-12-312026-01-14 HTRB HARTFORD FDS EXCHANGE TRADED76.0K shares1.74%2025-12-312026-01-14 FBND FIDELITY MERRIMACK STR TR51.8K shares1.05%2025-12-312026-01-14 SPAB SPDR SERIES TRUST89.8K shares2.21%2025-12-312026-01-14 VUSB VANGUARD BD INDEX FDS39.8K shares26.18%2025-12-312026-01-14 MINT PIMCO ETF TR18.2K shares0.59%2025-12-312026-01-14 GSY INVESCO ACTIVELY MANAGED EXC32.6K shares0.01%2025-12-312026-01-14 FMB FIRST TR EXCH TRADED FD III29.6K shares2.03%2025-12-312026-01-14 GLD SPDR GOLD TR3.7K shares0.43%2025-12-312026-01-14 NVDA NVIDIA CORPORATION6.4K shares1.55%2025-12-312026-01-14 FSEP FIRST TR EXCHNG TRADED FD VI23.1K shares11.68%2025-12-312026-01-14 BSV VANGUARD BD INDEX FDS14.9K shares0.65%2025-12-312026-01-14 AAPL APPLE INC4.2K shares2.10%2025-12-312026-01-14 BROADCOM INC BROADCOM INC3.2K shares-1.17%2025-12-312026-01-14 CEG CONSTELLATION ENERGY CORP3.0K shares0.00%2025-12-312026-01-14 MSFT MICROSOFT CORP2.2K shares-0.14%2025-12-312026-01-14 ITOT ISHARES TR5.9K shares6.28%2025-12-312026-01-14 FAUG FIRST TR EXCHNG TRADED FD VI16.1K shares-1.44%2025-12-312026-01-14 QQQM INVESCO EXCH TRADED FD TR II3.3K shares0.00%2025-12-312026-01-14 IVV ISHARES TR1.2K shares0.17%2025-12-312026-01-14 ALPHABET INC ALPHABET INC2.5K shares4.26%2025-12-312026-01-14 FSK FS KKR CAP CORP49.1K shares-22.76%2025-12-312026-01-14 SHM SPDR SERIES TRUST13.9K shares1.86%2025-12-312026-01-14 SPY SPDR S&P 500 ETF TR855 shares0.12%2025-12-312026-01-14 FJUN FIRST TR EXCHNG TRADED FD VI9.7K shares0.00%2025-12-312026-01-14 EXC EXELON CORP12.3K shares0.00%2025-12-312026-01-14 MS MORGAN STANLEY3.0K shares-0.74%2025-12-312026-01-14 AMZN AMAZON COM INC2.2K shares3.39%2025-12-312026-01-14 DSEP FIRST TR EXCHNG TRADED FD VI11.1K shares0.00%2025-12-312026-01-14 RTX RTX CORPORATION2.6K shares1.11%2025-12-312026-01-14 MTUM ISHARES TR1.9K shares0.00%2025-12-312026-01-14 GS GOLDMAN SACHS GROUP INC524 shares-3.14%2025-12-312026-01-14 V VISA INC1.2K shares3.65%2025-12-312026-01-14 BUFR FIRST TR EXCHNG TRADED FD VI12.2K shares0.00%2025-12-312026-01-14 FDEC FIRST TR EXCHNG TRADED FD VI8.1K sharesnew addition2025-12-312026-01-14 WMT WALMART INC3.6K shares-1.83%2025-12-312026-01-14 FMAY FIRST TR EXCHNG TRADED FD VI7.5K shares-5.52%2025-12-312026-01-14 QSPT FIRST TR EXCHNG TRADED FD VI12.7K shares-18.66%2025-12-312026-01-14 FOCT FIRST TR EXCHNG TRADED FD VI7.5K shares42.22%2025-12-312026-01-14 JCI JOHNSON CTLS INTL PLC3.0K shares-1.56%2025-12-312026-01-14 DHI D R HORTON INC2.4K shares-0.45%2025-12-312026-01-14 FNOV FIRST TR EXCHNG TRADED FD VI6.4K shares2.51%2025-12-312026-01-14 META META PLATFORMS INC528 shares2.33%2025-12-312026-01-14 MSI MOTOROLA SOLUTIONS INC908 shares-1.52%2025-12-312026-01-14 FMAR FIRST TR EXCHNG TRADED FD VI7.1K shares0.00%2025-12-312026-01-14 IWF ISHARES TR652 shares0.00%2025-12-312026-01-14 TSLA TESLA INC686 shares3.00%2025-12-312026-01-14 COP CONOCOPHILLIPS3.2K shares4.45%2025-12-312026-01-14 GMAR FIRST TR EXCHNG TRADED FD VI7.2K shares0.00%2025-12-312026-01-14 QJUN FIRST TR EXCHNG TRADED FD VI8.8K shares-1.13%2025-12-312026-01-14 PG PROCTER AND GAMBLE CO1.9K shares-1.79%2025-12-312026-01-14 SPGI S&P GLOBAL INC520 shares2.56%2025-12-312026-01-14 LHX L3HARRIS TECHNOLOGIES INC911 shares3.17%2025-12-312026-01-14 JPM JPMORGAN CHASE & CO.827 shares1.35%2025-12-312026-01-14 XOM EXXON MOBIL CORP2.2K shares-3.95%2025-12-312026-01-14 IJH ISHARES TR3.9K shares0.05%2025-12-312026-01-14 AEP AMERICAN ELEC PWR CO INC2.2K shares3.78%2025-12-312026-01-14 ARKK ARK ETF TR3.3K shares40.34%2025-12-312026-01-14 GSEP FIRST TR EXCHNG TRADED FD VI6.5K shares-13.07%2025-12-312026-01-14 IBM INTERNATIONAL BUSINESS MACHS827 shares2.10%2025-12-312026-01-14 FJUL FIRST TR EXCHNG TRADED FD VI4.4K shares0.00%2025-12-312026-01-14 ABT ABBOTT LABS1.9K shares2.32%2025-12-312026-01-14 SCHV SCHWAB STRATEGIC TR8.0K shares-0.05%2025-12-312026-01-14 YSEP FIRST TR EXCHNG TRADED FD VI9.0K sharesnew addition2025-12-312026-01-14 BDX BECTON DICKINSON & CO1.2K shares5.30%2025-12-312026-01-14 USMV ISHARES TR2.3K shares0.00%2025-12-312026-01-14 APD AIR PRODS & CHEMS INC871 shares5.96%2025-12-312026-01-14 MEAR ISHARES U S ETF TR4.2K shares-33.55%2025-12-312026-01-14 MEDTRONIC PLC MEDTRONIC PLC2.1K sharesnew addition2025-12-312026-01-14 QDEC FIRST TR EXCHNG TRADED FD VI6.2K sharesnew addition2025-12-312026-01-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available