Sponsored

The Analysis of LEGACY SOLUTIONS, LLC's Holdings & P&L

Currently, LEGACY SOLUTIONS, LLC holds 77 types of securities in its portfolio with a total value $107.9M. In the most recent quarter, they have increased their positions in GLDM (+9.8K shares, valued at $908.6K), CGGR (+10.2K shares, valued at $411.1K), N/A (+493 shares, valued at $236.2K); decreased their positions in MOAT (-11.2K shares, valued at $1.1M), SPDW (-14.3K shares, valued at $653.8K), IUSG (-3.0K shares, valued at $469.4K); initiated new positions in GLDM (+9.8K shares, valued at $908.6K), N/A (+493 shares, valued at $236.2K), EOG (+1.6K shares, valued at $225.6K).

1M P&L

+2.4M+2.22%

3M P&L

+3.5M+3.26%

HY P&L

+8.1M+7.79%

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/A93.8M

89.5%

2Semiconductors1.3M

1.2%

3Consumer Electronics1.2M

1.2%

Top Industries by Stock Count

1N/A47 stocks

66.2%

2Utilities - Regulated Electric2 stocks

2.8%

3Oil & Gas E&P2 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYM SPDR SERIES TRUST224.8K shares0.53%2026-03-312026-04-07

SPDW SPDR INDEX SHS FDS195.4K shares-6.83%2026-03-312026-04-07

IUSV ISHARES TR70.7K shares-5.56%2026-03-312026-04-07

IUSG ISHARES TR44.5K shares-6.37%2026-03-312026-04-07

CGGR CAPITAL GROUP GROWTH ETF162.4K shares6.72%2026-03-312026-04-07

MOAT VANECK ETF TRUST47.0K shares-19.21%2026-03-312026-04-07

IVOO VANGUARD ADMIRAL FDS INC36.8K shares-6.81%2026-03-312026-04-07

SPSM SPDR SERIES TRUST74.6K shares-6.30%2026-03-312026-04-07

Sponsored

SPEM SPDR INDEX SHS FDS66.0K shares-8.03%2026-03-312026-04-07

HTRB HARTFORD FDS EXCHANGE TRADED81.2K shares6.81%2026-03-312026-04-07

FBND FIDELITY MERRIMACK STR TR55.1K shares6.43%2026-03-312026-04-07

SPAB SPDR SERIES TRUST95.0K shares5.80%2026-03-312026-04-07

VUSB VANGUARD BD INDEX FDS43.3K shares8.71%2026-03-312026-04-07

MINT PIMCO ETF TR19.5K shares7.33%2026-03-312026-04-07

GSY INVESCO ACTIVELY MANAGED EXC36.0K shares10.63%2026-03-312026-04-07

GLD SPDR GOLD TR3.8K shares0.59%2026-03-312026-04-07

Sponsored

FMB FIRST TR EXCH TRADED FD III31.7K shares7.21%2026-03-312026-04-07

BSV VANGUARD BD INDEX FDS16.3K shares8.98%2026-03-312026-04-07

NVDA NVIDIA CORPORATION7.2K shares13.11%2026-03-312026-04-07

AAPL APPLE INC4.9K shares17.28%2026-03-312026-04-07

FSEP FIRST TR EXCHNG TRADED FD VI23.1K shares0.00%2026-03-312026-04-07

ITOT ISHARES TR7.4K shares25.76%2026-03-312026-04-07

BROADCOM INC BROADCOM INC3.0K shares-6.04%2026-03-312026-04-07

GLDM WORLD GOLD TR9.8K sharesnew addition2026-03-312026-04-07

Sponsored

CEG CONSTELLATION ENERGY CORP3.0K shares-0.40%2026-03-312026-04-07

FAUG FIRST TR EXCHNG TRADED FD VI16.1K shares0.00%2026-03-312026-04-07

QQQM INVESCO EXCH TRADED FD TR II3.3K shares0.00%2026-03-312026-04-07

INVESCO QQQ TR INVESCO QQQ TR1.3K shares-1.93%2026-03-312026-04-07

SHM SPDR SERIES TRUST15.1K shares8.17%2026-03-312026-04-07

IVV ISHARES TR1.1K shares-8.47%2026-03-312026-04-07

MSFT MICROSOFT CORP1.8K shares-15.94%2026-03-312026-04-07

ALPHABET INC ALPHABET INC2.2K shares-13.42%2026-03-312026-04-07

Sponsored

EXC EXELON CORP12.3K shares-0.38%2026-03-312026-04-07

SPY SPDR S&P 500 ETF TR856 shares0.12%2026-03-312026-04-07

FJUN FIRST TR EXCHNG TRADED FD VI9.4K shares-2.98%2026-03-312026-04-07

DSEP FIRST TR EXCHNG TRADED FD VI11.1K shares0.00%2026-03-312026-04-07

RTX RTX CORPORATION2.5K shares-5.11%2026-03-312026-04-07

MTUM ISHARES TR1.9K shares0.00%2026-03-312026-04-07

WMT WALMART INC3.6K shares-0.69%2026-03-312026-04-07

MS MORGAN STANLEY2.7K shares-8.67%2026-03-312026-04-07

Sponsored

BUFR FIRST TR EXCHNG TRADED FD VI13.0K shares6.66%2026-03-312026-04-07

CITIGROUP INC CITIGROUP INC3.7K shares-9.73%2026-03-312026-04-07

AMZN AMAZON COM INC2.0K shares-10.47%2026-03-312026-04-07

COP CONOCOPHILLIPS3.1K shares-1.26%2026-03-312026-04-07

GS GOLDMAN SACHS GROUP INC486 shares-7.25%2026-03-312026-04-07

FDEC FIRST TR EXCHNG TRADED FD VI8.1K shares0.00%2026-03-312026-04-07

FMAY FIRST TR EXCHNG TRADED FD VI7.5K shares0.00%2026-03-312026-04-07

XOM EXXON MOBIL CORP2.3K shares5.61%2026-03-312026-04-07

Sponsored

JCI JOHNSON CTLS INTL PLC3.0K shares-0.13%2026-03-312026-04-07

QSPT FIRST TR EXCHNG TRADED FD VI12.7K shares0.00%2026-03-312026-04-07

FMAR FIRST TR EXCHNG TRADED FD VI7.6K shares7.13%2026-03-312026-04-07

MSI MOTOROLA SOLUTIONS INC822 shares-9.47%2026-03-312026-04-07

FOCT FIRST TR EXCHNG TRADED FD VI7.5K shares0.00%2026-03-312026-04-07

V VISA INC1.1K shares-7.95%2026-03-312026-04-07

GMAR FIRST TR EXCHNG TRADED FD VI7.2K shares0.00%2026-03-312026-04-07

LHX L3HARRIS TECHNOLOGIES INC855 shares-6.15%2026-03-312026-04-07

Sponsored

AEP AMERICAN ELEC PWR CO INC2.2K shares0.32%2026-03-312026-04-07

QJUN FIRST TR EXCHNG TRADED FD VI8.8K shares0.00%2026-03-312026-04-07

IWF ISHARES TR632 shares-3.07%2026-03-312026-04-07

PG PROCTER AND GAMBLE CO1.9K shares-3.08%2026-03-312026-04-07

TSLA TESLA INC681 shares-0.73%2026-03-312026-04-07

META META PLATFORMS INC442 shares-16.29%2026-03-312026-04-07

GSEP FIRST TR EXCHNG TRADED FD VI6.5K shares0.00%2026-03-312026-04-07

SCHV SCHWAB STRATEGIC TR7.8K shares-1.95%2026-03-312026-04-07

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL493 sharesnew addition2026-03-312026-04-07

APD AIR PRODS & CHEMS INC810 shares-7.00%2026-03-312026-04-07

YSEP FIRST TR EXCHNG TRADED FD VI9.0K shares0.00%2026-03-312026-04-07

FJUL FIRST TR EXCHNG TRADED FD VI4.2K shares-3.23%2026-03-312026-04-07

ARKK ARK ETF TR3.4K shares4.88%2026-03-312026-04-07

EOG EOG RES INC1.6K sharesnew addition2026-03-312026-04-07

FNOV FIRST TR EXCHNG TRADED FD VI4.2K shares-33.62%2026-03-312026-04-07

SPGI S&P GLOBAL INC515 shares-0.96%2026-03-312026-04-07

Sponsored

USMV ISHARES TR2.4K shares0.04%2026-03-312026-04-07

IJH ISHARES TR3.2K shares-17.86%2026-03-312026-04-07

MEAR ISHARES U S ETF TR4.2K shares0.00%2026-03-312026-04-07

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO4.0K shares0.00%2026-03-312026-04-07

JPM JPMORGAN CHASE & CO.700 shares-15.36%2026-03-312026-04-07

SPYM

SPDR SERIES TRUST

0.53%

Shares224.8K

Event2026-03-31

Filed2026-04-07

SPDW

SPDR INDEX SHS FDS

-6.83%

Shares195.4K

Event2026-03-31

Filed2026-04-07

IUSV

ISHARES TR

-5.56%

Shares70.7K

Event2026-03-31

Filed2026-04-07

IUSG

ISHARES TR

-6.37%

Shares44.5K

Event2026-03-31

Filed2026-04-07

CGGR

CAPITAL GROUP GROWTH ETF

6.72%

Shares162.4K

Event2026-03-31

Filed2026-04-07

MOAT

VANECK ETF TRUST

-19.21%

Shares47.0K

Event2026-03-31

Filed2026-04-07

IVOO

VANGUARD ADMIRAL FDS INC

-6.81%

Shares36.8K

Event2026-03-31

Filed2026-04-07

SPSM

SPDR SERIES TRUST

-6.30%

Shares74.6K

Event2026-03-31

Filed2026-04-07

SPEM

SPDR INDEX SHS FDS

-8.03%

Shares66.0K

Event2026-03-31

Filed2026-04-07

HTRB

HARTFORD FDS EXCHANGE TRADED

6.81%

Shares81.2K

Event2026-03-31

Filed2026-04-07

FBND

FIDELITY MERRIMACK STR TR

6.43%

Shares55.1K

Event2026-03-31

Filed2026-04-07

SPAB

SPDR SERIES TRUST

5.80%

Shares95.0K

Event2026-03-31

Filed2026-04-07

VUSB

VANGUARD BD INDEX FDS

8.71%

Shares43.3K

Event2026-03-31

Filed2026-04-07

MINT

PIMCO ETF TR

7.33%

Shares19.5K

Event2026-03-31

Filed2026-04-07

GSY

INVESCO ACTIVELY MANAGED EXC

10.63%

Shares36.0K

Event2026-03-31

Filed2026-04-07

GLD

SPDR GOLD TR

0.59%

Shares3.8K

Event2026-03-31

Filed2026-04-07

FMB

FIRST TR EXCH TRADED FD III

7.21%

Shares31.7K

Event2026-03-31

Filed2026-04-07

BSV

VANGUARD BD INDEX FDS

8.98%

Shares16.3K

Event2026-03-31

Filed2026-04-07

NVDA

NVIDIA CORPORATION

13.11%

Shares7.2K

Event2026-03-31

Filed2026-04-07

AAPL

APPLE INC

17.28%

Shares4.9K

Event2026-03-31

Filed2026-04-07

FSEP

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares23.1K

Event2026-03-31

Filed2026-04-07

ITOT

ISHARES TR

25.76%

Shares7.4K

Event2026-03-31

Filed2026-04-07

BROADCOM INC

-6.04%

Shares3.0K

Event2026-03-31

Filed2026-04-07

GLDM

WORLD GOLD TR

New

Shares9.8K

Event2026-03-31

Filed2026-04-07

CEG

CONSTELLATION ENERGY CORP

-0.40%

Shares3.0K

Event2026-03-31

Filed2026-04-07

FAUG

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares16.1K

Event2026-03-31

Filed2026-04-07

QQQM

INVESCO EXCH TRADED FD TR II

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-07

INVESCO QQQ TR

-1.93%

Shares1.3K

Event2026-03-31

Filed2026-04-07

SHM

SPDR SERIES TRUST

8.17%

Shares15.1K

Event2026-03-31

Filed2026-04-07

IVV

ISHARES TR

-8.47%

Shares1.1K

Event2026-03-31

Filed2026-04-07

MSFT

MICROSOFT CORP

-15.94%

Shares1.8K

Event2026-03-31

Filed2026-04-07

ALPHABET INC

-13.42%

Shares2.2K

Event2026-03-31

Filed2026-04-07

EXC

EXELON CORP

-0.38%

Shares12.3K

Event2026-03-31

Filed2026-04-07

SPY

SPDR S&P 500 ETF TR

0.12%

Shares856

Event2026-03-31

Filed2026-04-07

FJUN

FIRST TR EXCHNG TRADED FD VI

-2.98%

Shares9.4K

Event2026-03-31

Filed2026-04-07

DSEP

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares11.1K

Event2026-03-31

Filed2026-04-07

RTX

RTX CORPORATION

-5.11%

Shares2.5K

Event2026-03-31

Filed2026-04-07

MTUM

ISHARES TR

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-07

WMT

WALMART INC

-0.69%

Shares3.6K

Event2026-03-31

Filed2026-04-07

MORGAN STANLEY

-8.67%

Shares2.7K

Event2026-03-31

Filed2026-04-07

BUFR

FIRST TR EXCHNG TRADED FD VI

6.66%

Shares13.0K

Event2026-03-31

Filed2026-04-07

CITIGROUP INC

-9.73%

Shares3.7K

Event2026-03-31

Filed2026-04-07

AMZN

AMAZON COM INC

-10.47%

Shares2.0K

Event2026-03-31

Filed2026-04-07

COP

CONOCOPHILLIPS

-1.26%

Shares3.1K

Event2026-03-31

Filed2026-04-07

GOLDMAN SACHS GROUP INC

-7.25%

Shares486

Event2026-03-31

Filed2026-04-07

FDEC

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares8.1K

Event2026-03-31

Filed2026-04-07

FMAY

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares7.5K

Event2026-03-31

Filed2026-04-07

XOM

EXXON MOBIL CORP

5.61%

Shares2.3K

Event2026-03-31

Filed2026-04-07

JCI

JOHNSON CTLS INTL PLC

-0.13%

Shares3.0K

Event2026-03-31

Filed2026-04-07

QSPT

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares12.7K

Event2026-03-31

Filed2026-04-07

FMAR

FIRST TR EXCHNG TRADED FD VI

7.13%

Shares7.6K

Event2026-03-31

Filed2026-04-07

MSI

MOTOROLA SOLUTIONS INC

-9.47%

Shares822

Event2026-03-31

Filed2026-04-07

FOCT

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares7.5K

Event2026-03-31

Filed2026-04-07

VISA INC

-7.95%

Shares1.1K

Event2026-03-31

Filed2026-04-07

GMAR

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares7.2K

Event2026-03-31

Filed2026-04-07

LHX

L3HARRIS TECHNOLOGIES INC

-6.15%

Shares855

Event2026-03-31

Filed2026-04-07

AEP

AMERICAN ELEC PWR CO INC

0.32%

Shares2.2K

Event2026-03-31

Filed2026-04-07

QJUN

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares8.8K

Event2026-03-31

Filed2026-04-07

IWF

ISHARES TR

-3.07%

Shares632

Event2026-03-31

Filed2026-04-07

PROCTER AND GAMBLE CO

-3.08%

Shares1.9K

Event2026-03-31

Filed2026-04-07

TSLA

TESLA INC

-0.73%

Shares681

Event2026-03-31

Filed2026-04-07