Legacy Financial Group LLC New Holdings in Q4 2024

Legacy Financial Group LLC

  • $537 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MTUM
Ishares Msci Usa Momentum Fact

ETFs
18.5K
New
$201.32 - $217.44 $3.72M - $4.02M
18.5K $3.82M
MSFT
Microsoft Corp

Technology
8.63K
New
$406.35 - $454.46 $3.5M - $3.92M
8.63K $3.64M
CASY
Caseys General Stores Inc

Consumer Cyclical
8.9K
New
$366.65 - $427.88 $3.26M - $3.81M
8.9K $3.53M
IAU
Ishares Gold Trust

ETFs
51.6K
New
$48.37 - $52.65 $2.49M - $2.71M
51.6K $2.55M
VUG
Vanguard Growth ETF

ETFs
5.69K
New
$378.79 - $428.11 $2.15M - $2.44M
5.69K $2.33M
WM
Waste Management Inc

Industrials
8.79K
New
$201.79 - $228.46 $1.77M - $2.01M
8.79K $1.77M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.88K
New
$567.81 - $607.81 $1.64M - $1.75M
2.88K $1.69M
DE
Deere & CO

Industrials
3.88K
New
$389.45 - $466.0 $1.51M - $1.81M
3.88K $1.64M
TSLA
Tesla, Inc.

Consumer Cyclical
3.13K
New
$213.65 - $479.86 $668K - $1.5M
3.13K $1.26M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
9.48K
New
$113.92 - $127.38 $1.08M - $1.21M
9.48K $1.09M
VOE
Vanguard Mid Cap Value Index F

ETFs
5.13K
New
$160.89 - $176.18 $826K - $904K
5.13K $830K
WMT
Walmart Inc.

Consumer Defensive
8.86K
New
$79.1 - $95.7 $701K - $848K
8.86K $800K
PFG
Principal Financial Group Inc

Financial Services
9.97K
New
$74.91 - $91.26 $746K - $909K
9.97K $771K
VTI
Vanguard Total Stock Market Et

ETFs
2.63K
New
$280.04 - $302.45 $735K - $794K
2.63K $761K
EMB
Ishares Tr

ETFs
8.25K
New
$88.94 - $93.46 $733K - $771K
8.25K $734K
NVDA
Nvidia Corp

Technology
4.78K
New
$117.0 - $148.88 $559K - $711K
4.78K $641K
TRV
Travelers Companies, Inc.

Financial Services
2.61K
New
$225.97 - $266.66 $589K - $695K
2.61K $627K
IWC
Russell Micro Cap ETF

ETFs
4.77K
New
$120.3 - $138.84 $573K - $662K
4.77K $621K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
506
New
$1146.59 - $1270.6 $580K - $643K
506 $600K
HD
Home Depot, Inc.

Consumer Cyclical
1.51K
New
$385.02 - $431.37 $582K - $652K
1.51K $588K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
6.78K
New
$81.6 - $90.89 $553K - $616K
6.78K $581K
JEPI
J P Morgan Exchange Traded Fd

ETFs
9.66K
New
$57.53 - $60.83 $556K - $588K
9.66K $555K
VTV
Vanguard Value ETF

ETFs
3.02K
New
$168.32 - $181.87 $508K - $549K
3.02K $510K
LPLA
Lpl Financial Holdings Inc.

Financial Services
1.37K
New
$229.85 - $335.91 $314K - $459K
1.37K $446K
EMR
Emerson Electric CO

Industrials
3.52K
New
$108.13 - $134.33 $381K - $473K
3.52K $436K
CAT
Caterpillar Inc

Industrials
1.18K
New
$360.37 - $416.88 $426K - $493K
1.18K $428K
IVV
Ishares Core S&P 500 ETF

ETFs
695
New
$570.51 - $610.59 $397K - $424K
695 $409K
XOM
Exxon Mobil Corp

Energy
3.76K
New
$105.51 - $125.37 $396K - $471K
3.76K $404K
VDE
Vanguard Energy ETF

ETFs
3.14K
New
$116.67 - $136.78 $366K - $429K
3.14K $380K
AEE
Ameren Corp

Utilities
4.13K
New
$85.81 - $94.98 $354K - $392K
4.13K $368K
SCHV
Schwab Strategic Tr Us Large C

ETFs
13.7K
New
$25.79 - $80.4 $353K - $1.1M
13.7K $357K
AOK
Ishares Tr Core Conservative A

ETFs
9.43K
New
$37.3 - $38.64 $352K - $364K
9.43K $351K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.4K
New
$44.04 - $49.49 $326K - $366K
7.4K $325K
LAMR
Lamar Advertising CO

Real Estate
2.57K
New
$121.37 - $138.11 $311K - $354K
2.57K $312K
IEFA
Ishares Tr

ETFs
4.41K
New
$70.06 - $77.43 $309K - $341K
4.41K $309K
GLD
Spdr Gold Trust

ETFs
1.23K
New
$236.59 - $257.5 $291K - $317K
1.23K $298K
BNDX
Vanguard Total International B

ETFs
6.08K
New
$48.91 - $50.61 $298K - $308K
6.08K $298K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
8.62K
New
$31.24 - $37.15 $269K - $320K
8.62K $276K
GOOG
Alphabet Inc.

Communication Services
1.43K
New
$163.08 - $198.16 $234K - $284K
1.43K $272K
QQQ
Invesco Qqq Trust, Series 1

ETFs
530
New
$481.22 - $538.17 $255K - $285K
530 $270K
XPO
Xpo Logistics, Inc.

Industrials
1.98K
New
$105.35 - $158.2 $209K - $314K
1.98K $260K
PG
Procter & Gamble CO

Consumer Defensive
1.52K
New
$161.05 - $179.7 $245K - $273K
1.52K $254K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.97K
New
$126.68 - $134.74 $249K - $265K
1.97K $251K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8.81K
New
$26.93 - $84.95 $237K - $748K
8.81K $240K
GNRC
Generac Holdings Inc.

Industrials
1.54K
New
$154.28 - $195.11 $238K - $300K
1.54K $238K
META
Meta Platforms, Inc.

Communication Services
392
New
$554.08 - $632.68 $217K - $248K
392 $231K
PEP
Pepsico Inc

Consumer Defensive
1.44K
New
$151.29 - $176.1 $218K - $254K
1.44K $219K
BSCU
Invesco Exc Self Ind Tr

ETFs
13.2K
New
$16.32 - $16.99 $216K - $225K
13.2K $216K
CTVA
Corteva, Inc.

Basic Materials
3.77K
New
$55.21 - $64.13 $208K - $242K
3.77K $214K
Activity Summary
Buys All Purchases 85 New Holdings 56 Increased Positions 29 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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