Legacy Solutions, LLC Incresed Positions in Q4 2025

Legacy Solutions, LLC

  • $114 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VUSB
Vanguard Bd Index Fds
8.26K
+ 26.18%
N/A
39.8K $1.98B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.15K
+ 1.56%
$98.0 - $102.56 $113K - $118K
74.8K $7.67B
GOOGL
Alphabet Inc.

Communication Services
104
+ 4.26%
$236.57 - $291.31 $24.6K - $30.3K
2.55K $798M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.93K
+ 3.83%
$44.53 - $47.25 $131K - $139K
79.6K $3.73B
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
981
+ 2.55%
$106.97 - $112.08 $105K - $110K
39.5K $4.41B
GLD
Spdr Gold Trust

ETFs
16
+ 0.43%
$354.79 - $403.15 $5.68K - $6.45K
3.73K $1.48B
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
2.41K
+ 11.68%
$49.87 - $51.3 $120K - $124K
23.1K $1.19B
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
2.21K
+ 42.22%
$47.0 - $48.8 $104K - $108K
7.46K $365M
AAPL
Apple Inc.

Technology
86
+ 2.1%
$245.27 - $275.25 $21.1K - $23.7K
4.19K $1.14B
ITOT
Ishares Core S&P Total U.S. St

ETFs
349
+ 6.28%
$142.79 - $150.05 $49.8K - $52.4K
5.9K $878M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
936
+ 40.34%
$76.92 - $92.53 $72K - $86.6K
3.26K $250M
RTX
Raytheon Technologies Corp

Industrials
29
+ 1.11%
$157.0 - $179.44 $4.55K - $5.2K
2.64K $485M
FMB
First Tr Exchange Traded Fd Ii

ETFs
587
+ 2.03%
$50.75 - $51.37 $29.8K - $30.2K
29.6K $1.51B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
1.95K
+ 2.21%
$25.75 - $26.12 $50.1K - $50.8K
89.8K $2.31B
AMZN
Amazon Com Inc

Consumer Cyclical
73
+ 3.39%
$213.04 - $254.0 $15.6K - $18.5K
2.23K $514M
HTRB
Hartford Fds Total Return Bd E

ETFs
1.3K
+ 1.74%
$34.29 - $34.81 $44.5K - $45.2K
76K $2.6B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
567
+ 0.8%
$45.45 - $48.31 $25.8K - $27.4K
71.8K $3.36B
V
Visa Inc.

Financial Services
43
+ 3.65%
$325.75 - $352.42 $14K - $15.2K
1.22K $428M
SPGI
S&P Global Inc.

Financial Services
13
+ 2.56%
$472.05 - $502.96 $6.14K - $6.54K
520 $272M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
156
+ 2.51%
$52.37 - $53.91 $8.17K - $8.41K
6.36K $349M
IVV
Ishares Core S&P 500 ETF

ETFs
2
+ 0.17%
$656.2 - $690.71 $1.31K - $1.38K
1.18K $808M
BDX
Becton Dickinson & CO

Healthcare
59
+ 5.3%
$176.39 - $193.93 $10.4K - $11.4K
1.17K $227M
NVDA
Nvidia Corp

Technology
98
+ 1.55%
$179.83 - $207.04 $17.6K - $20.3K
6.41K $1.2B
IBM
International Business Machines Corp

Technology
17
+ 2.1%
$275.97 - $314.98 $4.69K - $5.35K
827 $245M
AEP
American Electric Power CO Inc

Utilities
80
+ 3.78%
$112.75 - $122.73 $9.02K - $9.82K
2.2K $254M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
538
+ 1.05%
$46.2 - $46.85 $24.9K - $25.2K
51.8K $2.38B
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.12%
$653.02 - $687.39 $653 - $687
855 $583M
TSLA
Tesla, Inc.

Consumer Cyclical
20
+ 3.0%
$401.99 - $468.37 $8.04K - $9.37K
686 $309M
COP
Conocophillips

Energy
135
+ 4.45%
$85.66 - $95.46 $11.6K - $12.9K
3.17K $296M
JPM
Jpmorgan Chase & CO

Financial Services
11
+ 1.35%
$294.11 - $320.41 $3.24K - $3.52K
827 $267M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
254
+ 1.86%
$47.86 - $48.14 $12.2K - $12.2K
13.9K $668M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
96
+ 0.65%
$78.65 - $79.19 $7.55K - $7.6K
14.9K $1.18B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
106
+ 0.59%
$100.33 - $100.69 $10.6K - $10.7K
18.2K $1.82B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2
+ 0.05%
$63.25 - $66.24 $127 - $132
3.88K $256M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
2
+ 0.01%
$50.2 - $50.36 $100 - $101
32.6K $1.64B
LHX
L3 Harris Technologies, Inc.

Industrials
28
+ 3.17%
$283.87 - $306.76 $7.95K - $8.59K
911 $267M
APD
Air Products & Chemicals, Inc.

Basic Materials
49
+ 5.96%
$237.56 - $271.47 $11.6K - $13.3K
871 $215M
ABT
Abbott Laboratories

Healthcare
43
+ 2.32%
$123.62 - $134.59 $5.32K - $5.79K
1.9K $237M
META
Meta Platforms, Inc.

Communication Services
12
+ 2.33%
$609.01 - $751.67 $7.31K - $9.02K
528 $349M
Activity Summary
Buys All Purchases 45 New Holdings 5 Increased Positions 40 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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