Family Legacy Financial Solutions, LLC Purchases in Q3 2025

Family Legacy Financial Solutions, LLC

  • $131 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
48.3K
+ 12.8%
$50.23 - $50.48 $2.43M - $2.44M
426K $21.4B
SCHX
Schwab Strategic Tr Us Large C

ETFs
61.3K
+ 14.61%
$24.46 - $26.5 $1.5M - $1.62M
481K $12.7B
Innovator Equity Defined Protection ETF 1 Yr April
67.8K
New
N/A
67.8K $1.73B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
32.9K
+ 17.17%
$28.15 - $30.13 $928K - $993K
225K $6.67B
SCHA
Schwab Strategic Tr Us Small C

ETFs
25.4K
+ 13.35%
$25.29 - $28.33 $642K - $719K
216K $6.02B
NVDA
Nvidia Corp

Technology
1.73K
+ 13.81%
$153.3 - $186.58 $265K - $322K
14.2K $2.66B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
4.81K
+ 11.31%
$102.4 - $103.88 $493K - $500K
47.3K $4.89B
DOCS
Doximity, Inc.

Healthcare
2.75K
+ 11.57%
$57.33 - $75.12 $158K - $207K
26.5K $1.94B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
15.1K
+ 19.37%
$21.69 - $23.34 $327K - $352K
92.9K $2.16B
DOV
Dover Corp

Industrials
2.04K
+ 61.0%
$165.59 - $190.9 $337K - $388K
5.37K $896M
Innovator Equity Defined Protection ETF 1 Yr June
9K
New
N/A
9K $238M
CMI
Cummins Inc

Industrials
69
+ 3.15%
$327.85 - $426.39 $22.6K - $29.4K
2.26K $954M
TSLA
Tesla, Inc.

Consumer Cyclical
39
+ 2.56%
$293.94 - $444.72 $11.5K - $17.3K
1.56K $695M
IVV
Ishares Core S&P 500 ETF

ETFs
278
+ 54.09%
$620.67 - $670.08 $173K - $186K
792 $530M
PANW
Palo Alto Networks Inc

Technology
924
+ 8.99%
$167.06 - $208.19 $154K - $192K
11.2K $2.28B
COST
Costco Wholesale Corp

Consumer Defensive
250
+ 21.91%
$915.95 - $994.57 $229K - $249K
1.39K $1.29B
Linde PLC Shs
259
+ 12.32%
N/A
2.36K $1.12B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.79K
New
$54.35 - $59.32 $97.1K - $106K
1.79K $106M
HII
Huntington Ingalls Industries, Inc.

Industrials
358
New
$246.31 - $287.91 $88.2K - $103K
358 $103M
MSFT
Microsoft Corp

Technology
86
+ 3.47%
$491.09 - $535.64 $42.2K - $46.1K
2.57K $1.33B
META
Meta Platforms, Inc.

Communication Services
124
+ 30.39%
$695.21 - $791.73 $86.2K - $98.2K
532 $391M
IVW
Ishares S&P 500 Growth ETF

ETFs
696
+ 940.54%
$108.97 - $121.65 $75.8K - $84.7K
770 $92.9M
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.06%
$184.85 - $231.54 $185 - $232
1.57K $363M
EFV
Msci Eafe Value ETF

ETFs
1.06K
New
$62.79 - $68.42 $66.4K - $72.4K
1.06K $71.8M
D
Dominion Energy, Inc

Utilities
540
+ 7.29%
$56.32 - $62.1 $30.4K - $33.5K
7.94K $486M
WM
Waste Management Inc

Industrials
539
+ 7.94%
$213.88 - $237.1 $115K - $128K
7.33K $1.62B
RACE
Ferrari N.V.

Consumer Cyclical
131
+ 44.26%
$436.24 - $517.65 $57.1K - $67.8K
427 $207M
TLT
Ishares Barclays 20+ Year Trea

ETFs
635
New
$85.01 - $90.35 $54K - $57.4K
635 $56.8M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
898
New
$52.12 - $55.33 $46.8K - $49.7K
898 $49.7M
OEF
Ishares S&P 100 ETF

ETFs
147
New
N/A
147 $48.9M
QUAL
Ishares Msci Usa Quality Facto

ETFs
246
New
$182.33 - $194.5 $44.9K - $47.8K
246 $47.8M
EFG
Msci Eafe Growth ETF

ETFs
411
New
$106.99 - $114.46 $44K - $47K
411 $46.8M
Ishares U.S. Thematic Rotation Active ETF
1.23K
New
N/A
1.23K $46.4M
VUG
Vanguard Growth ETF

ETFs
95
New
$433.97 - $484.08 $41.2K - $46K
95 $45.6M
VTV
Vanguard Value ETF

ETFs
217
New
$175.51 - $186.57 $38.1K - $40.5K
217 $40.5M
RDNT
Rad Net, Inc.

Healthcare
100
+ 6.67%
$52.53 - $77.24 $5.25K - $7.72K
1.6K $122M
GLDM
World Gold Trust

ETFs
475
New
$64.73 - $76.45 $30.7K - $36.3K
475 $36.3M
IOT
Samsara Inc.

Technology
1K
+ 100.0%
$32.22 - $42.09 $32.2K - $42.1K
2K $74.5M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
464
New
$62.54 - $68.42 $29K - $31.7K
464 $31.3M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
425
New
$64.17 - $68.19 $27.3K - $29K
425 $29M
DAL
Delta Air Lines, Inc.

Industrials
251
+ 19.25%
$49.0 - $61.97 $12.3K - $15.6K
1.56K $88.2M
VRT
Vertiv Holdings CO

Industrials
1
+ 0.1%
N/A
1K $151M
BA
Boeing CO

Industrials
100
New
$209.79 - $237.38 $21K - $23.7K
100 $21.6M
MUB
Ishares National Muni Bond ETF

ETFs
192
New
$103.24 - $106.68 $19.8K - $20.5K
192 $20.4M
IEMG
Ishares Inc

ETFs
301
New
N/A
301 $19.8M
MS
Morgan Stanley

Financial Services
102
+ 91.89%
$139.09 - $161.16 $14.2K - $16.4K
213 $33.8M
QS
Quantum Scape Corp

Consumer Cyclical
1.4K
New
$6.36 - $14.64 $8.9K - $20.5K
1.4K $17.2M
JPM
Jpmorgan Chase & CO

Financial Services
50
+ 92.59%
$282.78 - $316.06 $14.1K - $15.8K
104 $32.8M
VBK
Vanguard Small Cap Growth ETF

ETFs
55
New
$276.51 - $305.12 $15.2K - $16.8K
55 $16.4M
Activity Summary
Buys All Purchases 113 New Holdings 49 Increased Positions 64 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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