The Analysis of LEGACY SOLUTIONS, LLC's Holdings
Currently, LEGACY SOLUTIONS, LLC holds 78 types of securities in its portfolio with a total value $111.2M. In the most recent quarter, they have increased their positions in FJUL (+4.4K shares, valued at $238.8K), BDX (+1.1K shares, valued at $208.4K), BRK.B (+403 shares, valued at $202.6K); decreased their positions in IUSG (-1.2K shares, valued at $190.0K), SPDW (-2.1K shares, valued at $88.3K), MOAT (-716 shares, valued at $71.0K); initiated new positions in FJUL (+4.4K shares, valued at $238.8K), BDX (+1.1K shares, valued at $208.4K), BRK.B (+403 shares, valued at $202.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPYM SPDR SERIES TRUST227.5K shares0.32%2025-09-302025-10-09
SPDW SPDR INDEX SHS FDS212.4K shares-0.96%2025-09-302025-10-09 IUSG ISHARES TR51.1K shares-2.21%2025-09-302025-10-09 IUSV ISHARES TR73.7K shares0.37%2025-09-302025-10-09 CGGR CAPITAL GROUP GROWTH ETF157.3K shares-0.46%2025-09-302025-10-09 MOAT VANECK ETF TRUST61.4K shares-1.15%2025-09-302025-10-09 IVOO VANGUARD ADMIRAL FDS INC38.5K shares0.40%2025-09-302025-10-09 SPSM SPDR SERIES TRUST76.6K shares0.65%2025-09-302025-10-09 SPEM SPDR INDEX SHS FDS71.2K shares-1.90%2025-09-302025-10-09 HTRB HARTFORD FDS EXCHANGE TRADED74.7K shares2.20%2025-09-302025-10-09 FBND FIDELITY MERRIMACK STR TR51.3K shares4.35%2025-09-302025-10-09 SPAB SPDR SERIES TRUST87.9K shares4.47%2025-09-302025-10-09 MINT PIMCO ETF TR18.1K shares5.25%2025-09-302025-10-09 GSY INVESCO ACTIVELY MANAGED EXC32.6K shares8.12%2025-09-302025-10-09 VUSB VANGUARD BD INDEX FDS31.6K shares4.94%2025-09-302025-10-09 FMB FIRST TR EXCH TRADED FD III29.0K shares14.09%2025-09-302025-10-09 GLD SPDR GOLD TR3.7K shares4.12%2025-09-302025-10-09 NVDA NVIDIA CORPORATION6.3K shares2.40%2025-09-302025-10-09 BSV VANGUARD BD INDEX FDS14.8K shares1.97%2025-09-302025-10-09 MSFT MICROSOFT CORP2.2K shares0.42%2025-09-302025-10-09 AVGO BROADCOM INC3.3K shares-4.02%2025-09-302025-10-09 FSEP FIRST TR EXCHNG TRADED FD VI20.7K shares3.67%2025-09-302025-10-09 AAPL APPLE INC4.1K shares5.15%2025-09-302025-10-09 CEG CONSTELLATION ENERGY CORP3.0K shares-5.15%2025-09-302025-10-09 FSK FS KKR CAP CORP63.5K shares1.76%2025-09-302025-10-09 FAUG FIRST TR EXCHNG TRADED FD VI16.3K shares7.18%2025-09-302025-10-09 ITOT ISHARES TR5.6K shares2.97%2025-09-302025-10-09 QQQM INVESCO EXCH TRADED FD TR II3.3K shares0.00%2025-09-302025-10-09 QQQ INVESCO QQQ TR1.3K shares-2.43%2025-09-302025-10-09 IVV ISHARES TR1.2K shares0.08%2025-09-302025-10-09 SHM SPDR SERIES TRUST13.7K shares16.65%2025-09-302025-10-09 GOOGL ALPHABET INC2.4K shares4.98%2025-09-302025-10-09 SPY SPDR S&P 500 ETF TR854 shares0.00%2025-09-302025-10-09 EXC EXELON CORP12.3K shares0.17%2025-09-302025-10-09 FJUN FIRST TR EXCHNG TRADED FD VI9.7K shares-9.02%2025-09-302025-10-09 MTUM ISHARES TR1.9K shares0.00%2025-09-302025-10-09 DSEP FIRST TR EXCHNG TRADED FD VI11.1K shares0.00%2025-09-302025-10-09 QSPT FIRST TR EXCHNG TRADED FD VI15.6K shares0.00%2025-09-302025-10-09 MS MORGAN STANLEY3.0K shares-2.93%2025-09-302025-10-09 AMZN AMAZON COM INC2.2K shares2.43%2025-09-302025-10-09 RTX RTX CORPORATION2.6K shares-2.50%2025-09-302025-10-09 GS GOLDMAN SACHS GROUP INC541 shares-4.08%2025-09-302025-10-09 MSI MOTOROLA SOLUTIONS INC922 shares-0.43%2025-09-302025-10-09 FMAY FIRST TR EXCHNG TRADED FD VI8.0K shares0.00%2025-09-302025-10-09 DHI D R HORTON INC2.5K shares-0.65%2025-09-302025-10-09 C CITIGROUP INC4.0K shares-2.67%2025-09-302025-10-09 BUFR FIRST TR EXCHNG TRADED FD VI12.2K shares2.82%2025-09-302025-10-09 V VISA INC1.2K shares-2.32%2025-09-302025-10-09 WMT WALMART INC3.7K shares-1.56%2025-09-302025-10-09 META META PLATFORMS INC516 shares0.98%2025-09-302025-10-09 JCI JOHNSON CTLS INTL PLC3.1K shares-5.59%2025-09-302025-10-09 FMAR FIRST TR EXCHNG TRADED FD VI7.1K shares0.00%2025-09-302025-10-09 FNOV FIRST TR EXCHNG TRADED FD VI6.2K shares0.00%2025-09-302025-10-09 MEAR ISHARES U S ETF TR6.3K shares21.58%2025-09-302025-10-09 IWF ISHARES TR652 shares0.00%2025-09-302025-10-09 PG PROCTER AND GAMBLE CO2.0K shares-0.15%2025-09-302025-10-09 TSLA TESLA INC666 shares-0.60%2025-09-302025-10-09 GMAR FIRST TR EXCHNG TRADED FD VI7.2K shares0.00%2025-09-302025-10-09 COP CONOCOPHILLIPS3.0K shares0.10%2025-09-302025-10-09 GSEP FIRST TR EXCHNG TRADED FD VI7.4K shares7.63%2025-09-302025-10-09 QJUN FIRST TR EXCHNG TRADED FD VI8.9K shares1.58%2025-09-302025-10-09 LHX L3HARRIS TECHNOLOGIES INC883 shares-1.45%2025-09-302025-10-09 XOM EXXON MOBIL CORP2.3K shares1.05%2025-09-302025-10-09 JPM JPMORGAN CHASE & CO.816 shares3.42%2025-09-302025-10-09 IJH ISHARES TR3.9K shares0.08%2025-09-302025-10-09 FOCT FIRST TR EXCHNG TRADED FD VI5.2K shares0.00%2025-09-302025-10-09 ABT ABBOTT LABS1.9K shares0.54%2025-09-302025-10-09 SPGI S&P GLOBAL INC507 shares-1.93%2025-09-302025-10-09 FJUL FIRST TR EXCHNG TRADED FD VI4.4K sharesnew addition2025-09-302025-10-09 AEP AMERICAN ELEC PWR CO INC2.1K shares-1.76%2025-09-302025-10-09 SCHV SCHWAB STRATEGIC TR8.0K shares0.51%2025-09-302025-10-09 IBM INTERNATIONAL BUSINESS MACHS810 shares-0.74%2025-09-302025-10-09 APD AIR PRODS & CHEMS INC822 shares-1.44%2025-09-302025-10-09 USMV ISHARES TR2.3K shares-2.29%2025-09-302025-10-09 BDX BECTON DICKINSON & CO1.1K sharesnew addition2025-09-302025-10-09 ZTS ZOETIS INC1.4K shares-1.91%2025-09-302025-10-09 BRK.B BERKSHIRE HATHAWAY INC DEL403 sharesnew addition2025-09-302025-10-09 ARKK ARK ETF TR2.3K sharesnew addition2025-09-302025-10-09 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available