Legacy Advisory Services, LLC Sells in Q3 2025

Legacy Advisory Services, LLC

  • $133 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
-125K
Closed
$85.01 - $90.35 $10.6M - $11.3M
0 $0
ILCG
Ishares Morningstar Growth ETF
-86.2K
Closed
N/A
0 $0
MSFT
Microsoft Corp

Technology
-9.43K
Closed
$491.09 - $535.64 $4.63M - $5.05M
0 $0
QQQ
Invesco Qqq Trust, Series 1

ETFs
-8.07K
Closed
$546.99 - $602.2 $4.41M - $4.86M
0 $0
IVW
Ishares S&P 500 Growth ETF

ETFs
-41.6K
Closed
$108.97 - $121.65 $4.53M - $5.06M
0 $0
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-30.1K
Closed
$148.97 - $165.88 $4.49M - $4.99M
0 $0
NVO
Novo Nordisk A S

Healthcare
-17.4K
Closed
$45.38 - $71.7 $790K - $1.25M
0 $0
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-7.49K
Closed
$275.84 - $326.36 $2.07M - $2.44M
0 $0
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-74.3K
- 22.65%
$72.65 - $78.68 $5.4M - $5.85M
254K $19.9B
AAPL
Apple Inc.

Technology
-4.79K
Closed
$202.38 - $256.87 $969K - $1.23M
0 $0
SHV
Ishares Tr

ETFs
-7.25K
- 2.79%
$110.06 - $110.49 $798K - $801K
252K $27.9B
KLAC
Kla Corp

Technology
-926
Closed
$843.9 - $1078.6 $781K - $999K
0 $0
TRGP
Targa Resources Corp.

Energy
-4.52K
Closed
$160.52 - $174.4 $726K - $789K
0 $0
TSCO
Tractor Supply CO

Consumer Cyclical
-2.03K
Closed
$54.08 - $62.65 $110K - $127K
0 $0
BLK
Black Rock Inc.

Financial Services
-635
Closed
$1046.16 - $1175.56 $664K - $746K
0 $0
MGC
Vanguard Mega Cap ETF

ETFs
-7.16K
- 25.73%
$224.2 - $245.55 $1.61M - $1.76M
20.7K $5.04B
MRK
Merck & Co., Inc.

Healthcare
-3.57K
Closed
$77.6 - $87.37 $277K - $312K
0 $0
CAT
Caterpillar Inc

Industrials
-1.06K
Closed
$390.92 - $477.15 $416K - $508K
0 $0
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-4.38K
Closed
$26.38 - $27.95 $116K - $123K
0 $0
DIS
Walt Disney CO

Communication Services
-3.99K
- 48.75%
$112.25 - $124.0 $448K - $495K
4.2K $481M
SPY
Spdr S&P 500 ETF Trust

ETFs
-732
- 43.78%
$617.65 - $666.84 $452K - $488K
940 $626M
IRBO
Ishares Robotics & Artificial

ETFs
-10K
- 68.94%
N/A
4.51K $206M
IWL
Ishares Tr Russell 200 ETF

ETFs
-3.98K
- 21.77%
$152.78 - $166.59 $607K - $662K
14.3K $2.37B
SMMD
Ishares Tr Russell 2500 ETF

ETFs
-1.82K
- 20.97%
$67.91 - $74.71 $124K - $136K
6.86K $506M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-356
- 17.75%
$362.31 - $405.74 $129K - $144K
1.65K $664M
CRS
Carpenter Technology Corp

Industrials
-1.08K
- 47.09%
$232.4 - $287.42 $250K - $309K
1.21K $297M
ETN
Eaton Corp PLC

Industrials
-49
- 3.83%
$342.99 - $392.76 $16.8K - $19.2K
1.23K $460M
V
Visa Inc.

Financial Services
-278
- 13.11%
$332.09 - $358.86 $92.3K - $99.8K
1.84K $629M
WMT
Walmart Inc.

Consumer Defensive
-1.66K
- 22.63%
$94.4 - $104.27 $156K - $173K
5.66K $583M
SHOP
Shopify Inc.

Technology
-1.24K
- 19.63%
$112.11 - $157.12 $139K - $194K
5.06K $752M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-976
- 3.03%
$74.93 - $80.73 $73.1K - $78.8K
31.2K $2.52B
Activity Summary
Buys All Purchases 26 New Holdings 4 Increased Positions 22 Sells All Sells 32 Reductions 15 Sold out 17 Options Calls 0 Puts 1
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