Legacy Financial Strategies, LLC Purchases in Q1 2025

Legacy Financial Strategies, LLC

  • $452 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EXPD
Expeditors International Of Washington Inc

Industrials
20.7K
New
$109.09 - $126.48 $2.26M - $2.62M
20.7K $2.49M
WMT
Walmart Inc.

Consumer Defensive
24.2K
+ 232.72%
$84.5 - $105.05 $2.05M - $2.54M
34.6K $3.04M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.83K
+ 0.97%
$95.85 - $99.25 $367K - $380K
397K $39.2M
JEPI
J P Morgan Exchange Traded Fd

ETFs
15.6K
+ 84.77%
$56.17 - $59.71 $874K - $929K
33.9K $1.92M
ABT
Abbott Laboratories

Healthcare
1.64K
+ 6.46%
$111.1 - $140.22 $182K - $230K
27K $3.59M
ABBV
Abb Vie Inc.

Healthcare
482
+ 2.59%
$169.2 - $216.66 $81.6K - $104K
19.1K $4M
DGRO
Ishares Core Dividend Growth E

ETFs
11.4K
+ 2.1%
$60.46 - $64.42 $690K - $735K
556K $34M
ROP
Roper Technologies Inc

Industrials
105
+ 1.76%
$502.71 - $593.81 $52.8K - $62.4K
6.08K $3.58M
NDSN
Nordson Corp

Industrials
2.38K
+ 25.66%
$200.12 - $224.07 $477K - $534K
11.7K $2.36M
FAST
Fastenal CO

Industrials
2.77K
+ 9.22%
$71.11 - $79.98 $197K - $221K
32.8K $2.54M
GLD
Spdr Gold Trust

ETFs
975
New
$243.19 - $288.14 $237K - $281K
975 $280K
MKC
Mccormick & CO Inc

Consumer Defensive
244
+ 0.64%
$71.24 - $84.73 $17.4K - $20.7K
38.2K $3.14M
T
At&T Inc.

Communication Services
8.52K
New
$21.56 - $28.28 $184K - $241K
8.52K $240K
TMUS
T Mobile Us, Inc.

Communication Services
4
+ 0.08%
$211.3 - $272.83 $845 - $1.09K
5.13K $1.37M
PLTR
Palantir Technologies Inc.

Technology
2K
+ 27.29%
$64.98 - $124.62 $130K - $249K
9.33K $787K
XOM
Exxon Mobil Corp

Energy
1.92K
New
$105.44 - $118.93 $202K - $228K
1.92K $228K
KO
Coca Cola CO

Consumer Defensive
2.86K
New
$60.81 - $72.32 $174K - $207K
2.86K $204K
CASY
Caseys General Stores Inc

Consumer Cyclical
469
New
$378.71 - $442.54 $178K - $208K
469 $203K
CINF
Cincinnati Financial Corp

Financial Services
68
+ 0.31%
$133.67 - $147.81 $9.09K - $10.1K
21.9K $3.24M
LLY
Eli Lilly & CO

Healthcare
43
+ 6.28%
$725.72 - $929.72 $31.2K - $40K
728 $601K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
4
+ 1.53%
$1187.71 - $1432.58 $4.75K - $5.73K
266 $381K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.67K
+ 43.82%
$51.45 - $58.51 $85.7K - $97.4K
5.47K $283K
APD
Air Products & Chemicals, Inc.

Basic Materials
66
+ 0.67%
$283.24 - $338.07 $18.7K - $22.3K
9.95K $2.93M
MUB
Ishares National Muni Bond ETF

ETFs
1.45K
+ 2.18%
$104.71 - $107.69 $152K - $156K
67.9K $7.14M
SPY
Spdr S&P 500 ETF Trust

ETFs
500
+ 6.15%
$551.42 - $612.93 $276K - $306K
8.63K $4.83M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
2.08K
+ 2.79%
$23.87 - $24.35 $49.6K - $50.6K
76.7K $1.84M
IBM
International Business Machines Corp

Technology
75
+ 8.12%
$217.4 - $264.74 $16.3K - $19.9K
999 $248K
DE
Deere & CO

Industrials
7
+ 1.3%
$408.57 - $509.27 $2.86K - $3.56K
547 $256K
VTV
Vanguard Value ETF

ETFs
136
+ 8.84%
$167.73 - $179.21 $22.8K - $24.4K
1.68K $286K
NFLX
Netflix Inc

Communication Services
16
+ 6.9%
$828.4 - $1058.6 $13.3K - $16.9K
248 $231K
CRWD
Crowd Strike Holdings, Inc.

Technology
15
+ 0.94%
$308.86 - $455.36 $4.63K - $6.83K
1.62K $570K
VIG
Vanguard Dividend Appreciation

ETFs
115
+ 2.61%
N/A
4.52K $822K
KR
Kroger CO

Consumer Defensive
8
+ 0.25%
$58.36 - $67.72 $467 - $542
3.25K $219K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
122
+ 2.48%
$97.38 - $104.52 $11.9K - $12.8K
5.04K $508K
MA
Mastercard Inc

Financial Services
10
+ 2.12%
$504.67 - $576.31 $5.05K - $5.76K
481 $263K
ASML
Asml Holding Nv

Technology
69
+ 6.26%
$662.63 - $776.99 $45.7K - $53.6K
1.17K $775K
SPMD
Spdr Portfolio

ETFs
473
+ 8.81%
$50.21 - $57.73 $23.7K - $27.3K
5.84K $298K
SUB
Ishares Short Term National Mu

ETFs
3
+ 0.1%
$105.3 - $106.24 $316 - $319
2.93K $309K
Arista Networks Inc
3.44K
New
N/A
3.44K $0
Amc Entmt Hldgs Inc
10.2K
New
N/A
10.2K $0
Linde PLC
87
+ 1.19%
N/A
7.42K $0
HD
Home Depot, Inc.

Consumer Cyclical
30
+ 3.97%
$347.25 - $424.87 $10.4K - $12.7K
785 $287K
META
Meta Platforms, Inc.

Communication Services
23
+ 1.16%
$576.36 - $736.67 $13.3K - $16.9K
2K $1.16M
XLK
Technology Sector Spdr

ETFs
74
+ 6.78%
$206.38 - $242.18 $15.3K - $17.9K
1.17K $240K
RSP
Invesco S&P 500 Equal Weight E

ETFs
9
+ 0.17%
$169.43 - $182.84 $1.52K - $1.65K
5.43K $932K
GOOG
Alphabet Inc.

Communication Services
336
+ 14.74%
$156.06 - $207.71 $52.4K - $69.8K
2.62K $408K
CDNS
Cadence Design Systems Inc

Technology
23
+ 2.79%
$233.96 - $324.52 $5.38K - $7.46K
847 $215K
AOS
Smith A O Corp

Industrials
1.05K
+ 2.7%
$65.16 - $72.69 $68.3K - $76.2K
39.9K $2.61M
AVGO
Broadcom Inc.

Technology
378
+ 23.12%
$167.43 - $244.7 $63.3K - $92.5K
2.01K $337K
Activity Summary
Buys All Purchases 63 New Holdings 8 Increased Positions 55 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Legacy Financial Strategies, LLC Portfolio

Follow Legacy Financial Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Financial Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Financial Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email