Legacy Solutions, LLC Incresed Positions in Q1 2025

Legacy Solutions, LLC

  • $90.8 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.52K
+ 2.74%
$33.84 - $37.77 $187K - $209K
207K $7.55B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2.25K
+ 3.23%
$90.0 - $96.32 $203K - $217K
72K $6.64B
HTRB
Hartford Fds Total Return Bd E

ETFs
3.89K
+ 5.72%
$33.03 - $34.09 $128K - $133K
71.8K $2.43B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.16K
+ 3.2%
$37.07 - $40.63 $80.1K - $87.8K
69.7K $2.74B
GSY
Invesco Actively Mngd ETF Tr U

ETFs
2.69K
+ 9.72%
$50.03 - $50.27 $135K - $135K
30.4K $1.52B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
2.19K
+ 2.67%
$24.73 - $25.62 $54.2K - $56.1K
84.1K $2.15B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
1.34K
+ 2.83%
$44.41 - $45.98 $59.6K - $61.7K
48.7K $2.22B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
750
+ 4.46%
$100.32 - $100.76 $75.2K - $75.6K
17.6K $1.77B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
831
+ 6.06%
$76.94 - $78.24 $63.9K - $65K
14.5K $1.14B
ITOT
Ishares Core S&P Total U.S. St

ETFs
845
+ 17.62%
$120.29 - $134.6 $102K - $114K
5.64K $688M
RTX
Raytheon Technologies Corp

Industrials
16
+ 0.65%
$114.1 - $135.66 $1.83K - $2.17K
2.5K $331M
V
Visa Inc.

Financial Services
8
+ 0.71%
$306.92 - $362.71 $2.46K - $2.9K
1.13K $397M
COP
Conocophillips

Energy
38
+ 1.39%
$88.6 - $105.85 $3.37K - $4.02K
2.77K $291M
SPY
Spdr S&P 500 ETF Trust

ETFs
67
+ 8.83%
$551.42 - $612.93 $36.9K - $41.1K
826 $462M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
146
+ 1.07%
$27.01 - $28.54 $3.94K - $4.17K
13.8K $387M
SPGI
S&P Global Inc.

Financial Services
16
+ 3.61%
$478.26 - $543.77 $7.65K - $8.7K
459 $233M
PG
Procter & Gamble CO

Consumer Defensive
2
+ 0.11%
$158.56 - $176.26 $317 - $353
1.8K $307M
SCHV
Schwab Strategic Tr Us Large C

ETFs
42
+ 0.54%
$25.77 - $27.6 $1.08K - $1.16K
7.88K $209M
JCI
Johnson Controls International PLC

Industrials
14
+ 0.47%
$76.12 - $90.6 $1.07K - $1.27K
3.02K $242M
ZTS
Zoetis Inc.

Healthcare
13
+ 1.01%
$156.48 - $175.67 $2.03K - $2.28K
1.3K $213M
BDX
Becton Dickinson & CO

Healthcare
8
+ 0.8%
$222.79 - $249.08 $1.78K - $1.99K
1K $230M
C
Citigroup Inc

Financial Services
4
+ 0.11%
$67.23 - $84.63 $269 - $339
3.74K $266M
META
Meta Platforms, Inc.

Communication Services
4
+ 0.95%
$576.36 - $736.67 $2.31K - $2.95K
427 $246M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
25
+ 0.52%
$53.6 - $58.97 $1.34K - $1.47K
4.87K $266M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
40
+ 1.05%
$57.21 - $65.8 $2.29K - $2.63K
3.87K $226M
MS
Morgan Stanley

Financial Services
7
+ 0.24%
$111.68 - $141.08 $782 - $988
2.88K $336M
IVV
Ishares Core S&P 500 ETF

ETFs
5
+ 0.42%
$554.06 - $615.85 $2.77K - $3.08K
1.2K $672M
GOOGL
Alphabet Inc.

Communication Services
18
+ 0.9%
$154.33 - $206.19 $2.78K - $3.71K
2.01K $311M
AAPL
Apple Inc.

Technology
108
+ 3.2%
$209.68 - $247.1 $22.6K - $26.7K
3.48K $773M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
1.01K
+ 2.8%
$96.85 - $111.39 $98.1K - $113K
37.2K $3.67B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.52K
+ 3.56%
$40.03 - $46.81 $101K - $118K
73.2K $2.99B
AVGO
Broadcom Inc.

Technology
40
+ 1.28%
$167.43 - $244.7 $6.7K - $9.79K
3.17K $531M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.69K
+ 1.74%
$64.88 - $72.1 $239K - $266K
216K $14.2B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
999
+ 1.99%
$126.86 - $146.45 $127K - $146K
51.3K $6.52B
Activity Summary
Buys All Purchases 38 New Holdings 3 Increased Positions 35 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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