Tanglewood Legacy Advisors, LLC Purchases in Q4 2024

Tanglewood Legacy Advisors, LLC

  • $234 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
2.36K
+ 16.53%
$221.69 - $259.02 $523K - $611K
16.6K $4.16B
First Trust
18.1K
+ 334.72%
N/A
23.5K $821M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
11.3K
+ 53.26%
$43.61 - $45.3 $492K - $511K
32.5K $1.45B
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
8.79K
+ 15.53%
$42.25 - $43.54 $372K - $383K
65.4K $2.8B
AMZN
Amazon Com Inc

Consumer Cyclical
1.62K
+ 127.12%
$180.88 - $232.93 $293K - $378K
2.9K $636M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
7.19K
+ 34.89%
$47.07 - $48.75 $339K - $351K
27.8K $1.33B
JPM
Jpmorgan Chase & CO

Financial Services
1.38K
+ 506.96%
$205.18 - $250.29 $284K - $346K
1.66K $397M
First Trust
8.86K
+ 98.58%
N/A
17.8K $602M
QQQ
Invesco Qqq Trust, Series 1

ETFs
319
+ 5.89%
$481.22 - $538.17 $154K - $172K
5.73K $2.93B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
20.4K
+ 3.68%
$91.94 - $100.02 $1.88M - $2.04M
576K $53.3B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
478
+ 92.64%
$442.29 - $483.08 $211K - $231K
994 $451M
TGT
Target Corp

Consumer Defensive
1.26K
New
$121.59 - $160.69 $153K - $202K
1.26K $170M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
2.09K
New
$72.18 - $81.41 $151K - $170K
2.09K $158M
VUG
Vanguard Growth ETF

ETFs
176
+ 7.54%
$378.79 - $428.11 $66.7K - $75.3K
2.51K $1.03B
IWR
Ishares Russell Mid Cap ETF

ETFs
1.27K
+ 1.54%
$87.25 - $95.52 $111K - $121K
83.8K $7.41B
COP
Conocophillips

Energy
1.45K
+ 80.44%
$95.12 - $114.72 $138K - $166K
3.25K $322M
RSP
Invesco S&P 500 Equal Weight E

ETFs
727
New
$174.22 - $187.62 $127K - $136K
727 $127M
VIG
Vanguard Dividend Appreciation

ETFs
592
+ 28.65%
N/A
2.66K $521M
SPY
Spdr S&P 500 ETF Trust

ETFs
22
+ 0.3%
$567.81 - $607.81 $12.5K - $13.4K
7.48K $4.38B
CVX
Chevron Corp

Energy
769
+ 18.31%
$141.15 - $162.53 $109K - $125K
4.97K $720M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.7K
New
$58.88 - $64.8 $100K - $110K
1.7K $100M
FNDX
Schwab Fundamental U S Large C

ETFs
4.16K
New
$23.49 - $71.77 $97.7K - $298K
4.16K $98.5M
FXL
First Tr Exchange Traded Fd Fi

ETFs
661
New
$136.18 - $158.26 $90K - $105K
661 $98.2M
FNDB
Schwab Fundamental U S Broad M

ETFs
4.19K
New
$23.07 - $70.32 $96.7K - $295K
4.19K $97.5M
QTEC
First Trust Nasdaq 100 Technol

ETFs
506
New
$185.87 - $204.12 $94.1K - $103K
506 $95.3M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
2.19K
New
$40.82 - $45.39 $89.4K - $99.4K
2.19K $91.1M
VBR
Vanguard Small Cap Value ETF

ETFs
433
New
$197.36 - $217.3 $85.5K - $94.1K
433 $85.8M
IGV
Ishares Expanded Tech Software

ETFs
775
New
$87.5 - $110.17 $67.8K - $85.4K
775 $77.6M
VOE
Vanguard Mid Cap Value Index F

ETFs
436
New
$160.89 - $176.18 $70.1K - $76.8K
436 $70.5M
MGK
Vanguard Mega Cap Growth ETF

ETFs
200
New
$316.94 - $357.88 $63.4K - $71.6K
200 $68.7M
AMT
American Tower Corp

Real Estate
372
New
$179.4 - $232.01 $66.7K - $86.3K
372 $68.2M
MGV
Vanguard Mega Cap Value

ETFs
433
New
$124.06 - $133.48 $53.7K - $57.8K
433 $54.1M
IVV
Ishares Core S&P 500 ETF

ETFs
38
+ 1.5%
$570.51 - $610.59 $21.7K - $23.2K
2.57K $1.51B
First Trust
1.44K
New
N/A
1.44K $50.4M
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
4.5K
New
$10.37 - $11.62 $46.7K - $52.3K
4.5K $46.8M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
800
+ 13.31%
$69.58 - $74.87 $55.7K - $59.9K
6.81K $477M
VTV
Vanguard Value ETF

ETFs
379
+ 9.97%
$168.32 - $181.87 $63.8K - $68.9K
4.18K $708M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
363
+ 8.85%
$126.68 - $134.74 $46K - $48.9K
4.46K $569M
FDL
First Tr Morningstar Dividend

ETFs
1.09K
New
$39.59 - $43.95 $43K - $47.7K
1.09K $43.7M
ITOT
Ishares Core S&P Total U.S. St

ETFs
34
+ 0.34%
$124.26 - $134.12 $4.22K - $4.56K
10.1K $1.3B
Ge Healthcare
500
+ 59.38%
N/A
1.34K $105M
VB
Vanguard Small Cap ETF

ETFs
104
New
$233.76 - $261.58 $24.3K - $27.2K
104 $25M
WDS
Woodside Energy Group LTD

Energy
1.36K
New
$14.38 - $18.32 $19.6K - $24.9K
1.36K $21.2M
V
Visa Inc.

Financial Services
1
+ 0.21%
$273.87 - $320.91 $274 - $321
479 $151M
BX
Blackstone Inc.

Financial Services
4
+ 0.58%
$148.45 - $199.05 $594 - $796
690 $119M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
39
New
$86.65 - $94.9 $3.38K - $3.7K
39 $3.39M
MSTR
Microstrategy Inc

Technology
9
New
$162.69 - $473.83 $1.46K - $4.26K
9 $2.61M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
647
+ 1.62%
$40.97 - $42.66 $26.5K - $27.6K
40.7K $1.69B
FEX
First Tr Large Cap Core Alphde

ETFs
13
+ 0.41%
$103.29 - $112.88 $1.34K - $1.47K
3.17K $331M
Activity Summary
Buys All Purchases 56 New Holdings 23 Increased Positions 33 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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