Sponsored

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

Currently, LEGACY SOLUTIONS, LLC holds 88 types of securities in its portfolio with a total value $123.6M. In the most recent quarter, they have increased their positions in N/A (+4.6K shares, valued at $1.7M), QLTY (+27.4K shares, valued at $1.1M), N/A (+7.0K shares, valued at $617.0K); decreased their positions in MOAT (-32.9K shares, valued at $3.4M), FSEP (-2.4K shares, valued at $133.0K), FJUN (-1.6K shares, valued at $95.8K); initiated new positions in N/A (+4.6K shares, valued at $1.7M), QLTY (+27.4K shares, valued at $1.1M), FAPR (+7.2K shares, valued at $338.0K).

1M P&L

-80.0K-0.09%

3M P&L

+717.1K+0.79%

HY P&L

+2.1M+2.35%

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/A83.3M

87.7%

2Semiconductors2.0M

2.1%

3Consumer Electronics1.4M

1.5%

Top Industries by Stock Count

1N/A49 stocks

67.1%

2Semiconductors3 stocks

4.1%

3Utilities - Regulated Electric2 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPDR SERIES TRUST SPDR SERIES TRUST231.9K shares3.12%2026-06-302026-07-06

SPDW SPDR INDEX SHS FDS197.0K shares0.81%2026-06-302026-07-06

IUSG ISHARES TR44.5K shares-0.10%2026-06-302026-07-06

CGGR CAPITAL GROUP GROWTH ETF170.5K shares4.96%2026-06-302026-07-06

IUSV ISHARES TR71.1K shares0.63%2026-06-302026-07-06

IVOO VANGUARD ADMIRAL FDS INC36.9K shares0.46%2026-06-302026-07-06

SPSM SPDR SERIES TRUST74.7K shares0.24%2026-06-302026-07-06

SPEM SPDR INDEX SHS FDS65.6K shares-0.68%2026-06-302026-07-06

Sponsored

HTRB HARTFORD FDS EXCHANGE TRADED90.4K shares11.34%2026-06-302026-07-06

FBND FIDELITY MERRIMACK STR TR59.6K shares8.05%2026-06-302026-07-06

SPAB SPDR SERIES TRUST102.6K shares8.02%2026-06-302026-07-06

MINT PIMCO ETF TR21.1K shares8.24%2026-06-302026-07-06

VUSB VANGUARD BD INDEX FDS42.7K shares-1.46%2026-06-302026-07-06

GSY INVESCO ACTIVELY MANAGED EXC39.7K shares10.02%2026-06-302026-07-06

VANGUARD INDEX FDS VANGUARD INDEX FDS4.6K sharesnew addition2026-06-302026-07-06

FMB FIRST TR EXCH TRADED FD III32.4K shares2.15%2026-06-302026-07-06

Sponsored

ITOT ISHARES TR9.5K shares27.45%2026-06-302026-07-06

NVDA NVIDIA CORPORATION7.6K shares4.76%2026-06-302026-07-06

MOAT VANECK ETF TRUST14.0K shares-70.10%2026-06-302026-07-06

AAPL APPLE INC4.9K shares-0.67%2026-06-302026-07-06

BSV VANGUARD BD INDEX FDS18.1K shares11.03%2026-06-302026-07-06

GLD SPDR GOLD TR3.8K shares0.00%2026-06-302026-07-06

QLTY GMO ETF TRUST27.4K sharesnew addition2026-06-302026-07-06

FSEP FIRST TR EXCHNG TRADED FD VI20.7K shares-10.46%2026-06-302026-07-06

Sponsored

BROADCOM INC BROADCOM INC3.0K shares-0.20%2026-06-302026-07-06

ISHARES TR ISHARES TR1.4K shares32.50%2026-06-302026-07-06

QQQM INVESCO EXCH TRADED FD TR II3.3K shares0.00%2026-06-302026-07-06

QQQ INVESCO QQQ TR1.3K shares-1.26%2026-06-302026-07-06

FAUG FIRST TR EXCHNG TRADED FD VI16.1K shares0.00%2026-06-302026-07-06

GOOGL ALPHABET INC2.4K shares7.71%2026-06-302026-07-06

BUFR FIRST TR EXCHNG TRADED FD VI22.8K shares75.53%2026-06-302026-07-06

WORLD GOLD TR WORLD GOLD TR9.8K shares0.00%2026-06-302026-07-06

Sponsored

CEG CONSTELLATION ENERGY CORP3.0K shares-0.03%2026-06-302026-07-06

SHM SPDR SERIES TRUST15.3K shares1.86%2026-06-302026-07-06

MSFT MICROSOFT CORP2.0K shares8.13%2026-06-302026-07-06

MTUM ISHARES TR1.9K shares0.00%2026-06-302026-07-06

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T856 shares0.00%2026-06-302026-07-06

MS MORGAN STANLEY2.7K shares1.37%2026-06-302026-07-06

EXC EXELON CORP12.3K shares0.03%2026-06-302026-07-06

DSEP FIRST TR EXCHNG TRADED FD VI11.1K shares0.00%2026-06-302026-07-06

Sponsored

C CITIGROUP INC3.6K shares-1.31%2026-06-302026-07-06

GS GOLDMAN SACHS GROUP INC495 shares1.85%2026-06-302026-07-06

AMZN AMAZON COM INC2.0K shares-0.85%2026-06-302026-07-06

FJUN FIRST TR EXCHNG TRADED FD VI7.8K shares-16.92%2026-06-302026-07-06

FDEC FIRST TR EXCHNG TRADED FD VI8.1K shares0.00%2026-06-302026-07-06

QSPT FIRST TR EXCHNG TRADED FD VI12.7K shares0.00%2026-06-302026-07-06

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION3.0K shares0.23%2026-06-302026-07-06

RTX CORPORATION RTX CORPORATION2.3K shares-7.94%2026-06-302026-07-06

Sponsored

FMAY FIRST TR EXCHNG TRADED FD VI7.5K shares0.00%2026-06-302026-07-06

WMT WALMART INC3.6K shares-0.91%2026-06-302026-07-06

FMAR FIRST TR EXCHNG TRADED FD VI7.6K shares0.00%2026-06-302026-07-06

VISA INC VISA INC1.1K shares1.87%2026-06-302026-07-06

FOCT FIRST TR EXCHNG TRADED FD VI7.5K shares0.00%2026-06-302026-07-06

MSI MOTOROLA SOLUTIONS INC822 shares0.00%2026-06-302026-07-06

FAPR FIRST TR EXCHNG TRADED FD VI7.2K sharesnew addition2026-06-302026-07-06

COP CONOCOPHILLIPS3.1K shares-0.48%2026-06-302026-07-06

Sponsored

EXXON MOBIL CORP EXXON MOBIL CORP2.3K shares0.60%2026-06-302026-07-06

GMAR FIRST TR EXCHNG TRADED FD VI7.2K shares0.00%2026-06-302026-07-06

AEP AMERICAN ELEC PWR CO INC2.2K shares0.59%2026-06-302026-07-06

IWF ISHARES TR2.4K shares279.59%2026-06-302026-07-06

QJUN FIRST TR EXCHNG TRADED FD VI8.8K shares0.00%2026-06-302026-07-06

TSLA TESLA INC699 shares2.64%2026-06-302026-07-06

IJH ISHARES TR3.8K shares19.13%2026-06-302026-07-06

ARK ETF TR ARK ETF TR3.6K shares4.01%2026-06-302026-07-06

Sponsored

PG PROCTER & GAMBLE CO1.9K shares3.82%2026-06-302026-07-06

SCHV SCHWAB STRATEGIC TR8.0K shares2.69%2026-06-302026-07-06

TSM TAIWAN SEMICONDUCTOR MANUFAC566 sharesnew addition2026-06-302026-07-06

BRK.B BERKSHIRE HATHAWAY INC DEL534 shares8.32%2026-06-302026-07-06

GSEP FIRST TR EXCHNG TRADED FD VI6.5K shares0.00%2026-06-302026-07-06

JTEK J P MORGAN EXCHANGE TRADED F2.3K sharesnew addition2026-06-302026-07-06

LHX L3HARRIS TECHNOLOGIES INC865 shares1.17%2026-06-302026-07-06

FNOV FIRST TR EXCHNG TRADED FD VI4.2K shares0.00%2026-06-302026-07-06

Sponsored

YSEP FIRST TR EXCHNG TRADED FD VI9.0K shares0.00%2026-06-302026-07-06

APD AIR PRODUCTS AND CHEMICALS I835 shares3.09%2026-06-302026-07-06

META PLATFORMS INC META PLATFORMS INC433 shares-2.04%2026-06-302026-07-06

JPMORGAN CHASE & CO JPMORGAN CHASE & CO737 shares5.29%2026-06-302026-07-06

FJUL FIRST TR EXCHNG TRADED FD VI4.0K shares-4.33%2026-06-302026-07-06

MU MICRON TECHNOLOGY INC199 sharesnew addition2026-06-302026-07-06

IBM INTERNATIONAL BUSINESS MACHS813 sharesnew addition2026-06-302026-07-06

USMV ISHARES TR2.4K shares0.00%2026-06-302026-07-06

Sponsored

S&P GLOBAL INC S&P GLOBAL INC553 shares7.38%2026-06-302026-07-06

ISHARES TR ISHARES TR2.3K sharesnew addition2026-06-302026-07-06

AKRE PROFESIONALLY MANAGED PORTFO4.0K shares0.00%2026-06-302026-07-06

VUG VANGUARD INDEX FDS2.4K sharesnew addition2026-06-302026-07-06

MEAR ISHARES U S ETF TR4.2K shares0.00%2026-06-302026-07-06

DHI D R HORTON INC1.3K sharesnew addition2026-06-302026-07-06

QDEC FIRST TR EXCHNG TRADED FD VI5.8K sharesnew addition2026-06-302026-07-06

EOG EOG RES INC1.6K shares0.64%2026-06-302026-07-06

Sponsored

SPDR SERIES TRUST

3.12%

Shares231.9K

Event2026-06-30

Filed2026-07-06

SPDW

SPDR INDEX SHS FDS

0.81%

Shares197.0K

Event2026-06-30

Filed2026-07-06

IUSG

ISHARES TR

-0.10%

Shares44.5K

Event2026-06-30

Filed2026-07-06

CGGR

CAPITAL GROUP GROWTH ETF

4.96%

Shares170.5K

Event2026-06-30

Filed2026-07-06

IUSV

ISHARES TR

0.63%

Shares71.1K

Event2026-06-30

Filed2026-07-06

IVOO

VANGUARD ADMIRAL FDS INC

0.46%

Shares36.9K

Event2026-06-30

Filed2026-07-06

SPSM

SPDR SERIES TRUST

0.24%

Shares74.7K

Event2026-06-30

Filed2026-07-06

SPEM

SPDR INDEX SHS FDS

-0.68%

Shares65.6K

Event2026-06-30

Filed2026-07-06

HTRB

HARTFORD FDS EXCHANGE TRADED

11.34%

Shares90.4K

Event2026-06-30

Filed2026-07-06

FBND

FIDELITY MERRIMACK STR TR

8.05%

Shares59.6K

Event2026-06-30

Filed2026-07-06

SPAB

SPDR SERIES TRUST

8.02%

Shares102.6K

Event2026-06-30

Filed2026-07-06

MINT

PIMCO ETF TR

8.24%

Shares21.1K

Event2026-06-30

Filed2026-07-06

VUSB

VANGUARD BD INDEX FDS

-1.46%

Shares42.7K

Event2026-06-30

Filed2026-07-06

GSY

INVESCO ACTIVELY MANAGED EXC

10.02%

Shares39.7K

Event2026-06-30

Filed2026-07-06

VANGUARD INDEX FDS

New

Shares4.6K

Event2026-06-30

Filed2026-07-06

FMB

FIRST TR EXCH TRADED FD III

2.15%

Shares32.4K

Event2026-06-30

Filed2026-07-06

ITOT

ISHARES TR

27.45%

Shares9.5K

Event2026-06-30

Filed2026-07-06

NVDA

NVIDIA CORPORATION

4.76%

Shares7.6K

Event2026-06-30

Filed2026-07-06

MOAT

VANECK ETF TRUST

-70.10%

Shares14.0K

Event2026-06-30

Filed2026-07-06

AAPL

APPLE INC

-0.67%

Shares4.9K

Event2026-06-30

Filed2026-07-06

BSV

VANGUARD BD INDEX FDS

11.03%

Shares18.1K

Event2026-06-30

Filed2026-07-06

GLD

SPDR GOLD TR

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-06

QLTY

GMO ETF TRUST

New

Shares27.4K

Event2026-06-30

Filed2026-07-06

FSEP

FIRST TR EXCHNG TRADED FD VI

-10.46%

Shares20.7K

Event2026-06-30

Filed2026-07-06

BROADCOM INC

-0.20%

Shares3.0K

Event2026-06-30

Filed2026-07-06

ISHARES TR

32.50%

Shares1.4K

Event2026-06-30

Filed2026-07-06

QQQM

INVESCO EXCH TRADED FD TR II

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-06

QQQ

INVESCO QQQ TR

-1.26%

Shares1.3K

Event2026-06-30

Filed2026-07-06

FAUG

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares16.1K

Event2026-06-30

Filed2026-07-06

GOOGL

ALPHABET INC

7.71%

Shares2.4K

Event2026-06-30

Filed2026-07-06

BUFR

FIRST TR EXCHNG TRADED FD VI

75.53%

Shares22.8K

Event2026-06-30

Filed2026-07-06

WORLD GOLD TR

0.00%

Shares9.8K

Event2026-06-30

Filed2026-07-06

CEG

CONSTELLATION ENERGY CORP

-0.03%

Shares3.0K

Event2026-06-30

Filed2026-07-06

SHM

SPDR SERIES TRUST

1.86%

Shares15.3K

Event2026-06-30

Filed2026-07-06

MSFT

MICROSOFT CORP

8.13%

Shares2.0K

Event2026-06-30

Filed2026-07-06

MTUM

ISHARES TR

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-06

STATE STR SPDR S&P 500 ETF T

0.00%

Shares856

Event2026-06-30

Filed2026-07-06

MORGAN STANLEY

1.37%

Shares2.7K

Event2026-06-30

Filed2026-07-06

EXC

EXELON CORP

0.03%

Shares12.3K

Event2026-06-30

Filed2026-07-06

DSEP

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares11.1K

Event2026-06-30

Filed2026-07-06

CITIGROUP INC

-1.31%

Shares3.6K

Event2026-06-30

Filed2026-07-06

GOLDMAN SACHS GROUP INC

1.85%

Shares495

Event2026-06-30

Filed2026-07-06

AMZN

AMAZON COM INC

-0.85%

Shares2.0K

Event2026-06-30

Filed2026-07-06

FJUN

FIRST TR EXCHNG TRADED FD VI

-16.92%

Shares7.8K

Event2026-06-30

Filed2026-07-06

FDEC

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares8.1K

Event2026-06-30

Filed2026-07-06

QSPT

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares12.7K

Event2026-06-30

Filed2026-07-06

JOHNSON CONTROLS INTERNATION

0.23%

Shares3.0K

Event2026-06-30

Filed2026-07-06

RTX CORPORATION

-7.94%

Shares2.3K

Event2026-06-30

Filed2026-07-06

FMAY

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares7.5K

Event2026-06-30

Filed2026-07-06

WMT

WALMART INC

-0.91%

Shares3.6K

Event2026-06-30

Filed2026-07-06

FMAR

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares7.6K

Event2026-06-30

Filed2026-07-06

VISA INC

1.87%

Shares1.1K

Event2026-06-30

Filed2026-07-06

FOCT

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares7.5K

Event2026-06-30

Filed2026-07-06

MSI

MOTOROLA SOLUTIONS INC

0.00%

Shares822

Event2026-06-30

Filed2026-07-06

FAPR

FIRST TR EXCHNG TRADED FD VI

New

Shares7.2K

Event2026-06-30

Filed2026-07-06

COP

CONOCOPHILLIPS

-0.48%

Shares3.1K

Event2026-06-30

Filed2026-07-06

EXXON MOBIL CORP

0.60%

Shares2.3K

Event2026-06-30

Filed2026-07-06

GMAR

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares7.2K

Event2026-06-30

Filed2026-07-06

AEP

AMERICAN ELEC PWR CO INC

0.59%

Shares2.2K

Event2026-06-30

Filed2026-07-06

IWF

ISHARES TR

279.59%

Shares2.4K

Event2026-06-30

Filed2026-07-06

QJUN

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares8.8K

Event2026-06-30

Filed2026-07-06

TSLA

TESLA INC

2.64%

Shares699

Event2026-06-30

Filed2026-07-06

IJH

ISHARES TR

19.13%

Shares3.8K

Event2026-06-30

Filed2026-07-06

ARK ETF TR

4.01%

Shares3.6K

Event2026-06-30

Filed2026-07-06

PROCTER & GAMBLE CO

3.82%

Shares1.9K

Event2026-06-30

Filed2026-07-06

SCHV

SCHWAB STRATEGIC TR

2.69%

Shares8.0K

Event2026-06-30

Filed2026-07-06

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares566

Event2026-06-30

Filed2026-07-06

BRK.B

BERKSHIRE HATHAWAY INC DEL

8.32%

Shares534

Event2026-06-30

Filed2026-07-06

GSEP

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares6.5K

Event2026-06-30

Filed2026-07-06

JTEK

J P MORGAN EXCHANGE TRADED F

New

Shares2.3K

Event2026-06-30

Filed2026-07-06

LHX

L3HARRIS TECHNOLOGIES INC

1.17%

Shares865

Event2026-06-30

Filed2026-07-06

FNOV

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-06

YSEP

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares9.0K

Event2026-06-30

Filed2026-07-06

APD

AIR PRODUCTS AND CHEMICALS I

3.09%

Shares835

Event2026-06-30

Filed2026-07-06

META PLATFORMS INC

-2.04%

Shares433

Event2026-06-30

Filed2026-07-06

JPMORGAN CHASE & CO

5.29%

Shares737

Event2026-06-30

Filed2026-07-06

FJUL

FIRST TR EXCHNG TRADED FD VI

-4.33%

Shares4.0K

Event2026-06-30

Filed2026-07-06

MICRON TECHNOLOGY INC

New

Shares199

Event2026-06-30

Filed2026-07-06

IBM

INTERNATIONAL BUSINESS MACHS

New

Shares813

Event2026-06-30

Filed2026-07-06

USMV

ISHARES TR

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-06

S&P GLOBAL INC

7.38%

Shares553

Event2026-06-30

Filed2026-07-06

ISHARES TR

New

Shares2.3K

Event2026-06-30

Filed2026-07-06

AKRE

PROFESIONALLY MANAGED PORTFO

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-06

VUG

VANGUARD INDEX FDS

New

Shares2.4K

Event2026-06-30

Filed2026-07-06

MEAR

ISHARES U S ETF TR

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-06

DHI

D R HORTON INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-06

QDEC

FIRST TR EXCHNG TRADED FD VI

New

Shares5.8K

Event2026-06-30

Filed2026-07-06

EOG

EOG RES INC

0.64%

Shares1.6K

Event2026-06-30

Filed2026-07-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available