Legacy Financial Strategies, LLC Reduced Holdings in Q3 2024

Legacy Financial Strategies, LLC

  • $448 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-344K
- 66.97%
$77.02 - $85.06 $26.5M - $29.2M
170K $14.3M
XLV
Select Sector Spdr Fund Health

ETFs
-70.8K
- 85.27%
$143.3 - $157.24 $10.1M - $11.1M
12.2K $1.88M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-35.9K
- 5.13%
$92.63 - $105.69 $3.32M - $3.79M
663K $69.1M
IGM
Ishares Expanded Tech Sector E

ETFs
-16.7K
- 6.36%
$84.03 - $98.62 $1.4M - $1.65M
246K $23.6M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-22K
- 22.11%
$24.07 - $24.62 $531K - $543K
77.7K $1.91M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-5.51K
- 52.57%
$95.1 - $106.76 $524K - $589K
4.98K $531K
TROW
Price T Rowe Group Inc

Financial Services
-1.26K
- 5.25%
$101.71 - $120.75 $128K - $152K
22.7K $2.48M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-3.73K
- 29.29%
$67.43 - $74.23 $252K - $277K
9.01K $655K
MMD
Main Stay Mac Kay Defined Term Municipal Opportunities Fund

Financial Services
-4.9K
- 28.08%
$16.38 - $16.92 $80.2K - $82.9K
12.5K $211K
JPM
Jpmorgan Chase & CO

Financial Services
-409
- 10.76%
$194.9 - $224.8 $79.7K - $91.9K
3.39K $714K
ROP
Roper Technologies Inc

Industrials
-1
- 0.02%
$515.25 - $576.55 $515 - $577
5.91K $3.29M
HON
Honeywell International Inc

Industrials
-4
- 0.08%
$196.73 - $220.21 $787 - $881
4.79K $990K
CDNS
Cadence Design Systems Inc

Technology
-8
- 0.98%
$246.84 - $321.11 $1.97K - $2.57K
807 $218K
SUB
Ishares Short Term National Mu

ETFs
-357
- 9.97%
$104.3 - $106.3 $37.2K - $37.9K
3.22K $342K
MA
Mastercard Inc

Financial Services
-75
- 14.04%
$429.6 - $500.99 $32.2K - $37.6K
459 $226K
XLK
Technology Sector Spdr

ETFs
-2
- 0.18%
$197.34 - $237.68 $395 - $475
1.09K $246K
Two Hbrs Invt Corp
-1K
- 7.75%
N/A
11.9K $0
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-911
- 2.89%
$25.38 - $26.27 $23.1K - $23.9K
30.7K $805K
VTV
Vanguard Value ETF

ETFs
-83
- 5.14%
$159.75 - $174.57 $13.3K - $14.5K
1.53K $267K
DE
Deere & CO

Industrials
-35
- 6.07%
$344.84 - $418.0 $12.1K - $14.6K
542 $226K
TGT
Target Corp

Consumer Defensive
-735
- 4.15%
$133.47 - $159.25 $98.1K - $117K
17K $2.64M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-51
- 0.31%
$71.45 - $75.64 $3.64K - $3.86K
16.2K $1.22M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-302
- 3.52%
$475.2 - $527.7 $144K - $159K
8.27K $4.36M
FAST
Fastenal CO

Industrials
-1.02K
- 3.15%
$62.09 - $71.83 $63.6K - $73.6K
31.5K $2.25M
NDSN
Nordson Corp

Industrials
-297
- 2.83%
$225.0 - $262.63 $66.8K - $78K
10.2K $2.68M
ABT
Abbott Laboratories

Healthcare
-102
- 0.4%
$100.07 - $118.13 $10.2K - $12K
25.2K $2.88M
APD
Air Products & Chemicals, Inc.

Basic Materials
-101
- 1.03%
$247.34 - $300.11 $25K - $30.3K
9.73K $2.9M
CINF
Cincinnati Financial Corp

Financial Services
-6
- 0.03%
$115.7 - $138.2 $694 - $829
21.9K $2.97M
MKC
Mccormick & CO Inc

Consumer Defensive
-141
- 0.38%
$69.44 - $84.76 $9.79K - $12K
37.1K $3.05M
BRO
Brown & Brown, Inc.

Financial Services
-199
- 0.45%
$89.11 - $105.82 $17.7K - $21.1K
43.6K $4.52M
AFL
Aflac Inc

Financial Services
-82
- 0.21%
$88.52 - $111.8 $7.26K - $9.17K
39.7K $4.43M
SHW
Sherwin Williams CO

Basic Materials
-13
- 0.12%
$294.65 - $384.0 $3.83K - $4.99K
11.1K $4.24M
Activity Summary
Buys All Purchases 70 New Holdings 18 Increased Positions 52 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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