Tanglewood Legacy Advisors, LLC Reduced Holdings in Q4 2024

Tanglewood Legacy Advisors, LLC

  • $234 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWD
Ishares Russell 1000 Val ETF

ETFs
-289
- 1.03%
$183.23 - $199.79 $53K - $57.7K
27.7K $5.12B
Pgim Aaa
-2.55K
- 2.38%
N/A
104K $5.35B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-330
- 1.1%
$88.59 - $94.57 $29.2K - $31.2K
29.8K $2.65B
XOM
Exxon Mobil Corp

Energy
-46
- 0.54%
$105.51 - $125.37 $4.85K - $5.77K
8.42K $905M
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-2.27K
- 17.58%
$38.63 - $39.95 $87.7K - $90.6K
10.6K $419M
TRMK
Trustmark Corp

Financial Services
-3K
- 50.0%
$30.94 - $39.97 $92.8K - $120K
3K $106M
SHEL
Shell PLC

Energy
-1.04K
- 32.02%
$60.63 - $70.23 $63.1K - $73K
2.21K $138M
DAPR
First Ex Tr Fd Ft Cboe Vest Us
-3.78K
- 3.93%
$36.3 - $37.43 $137K - $142K
92.4K $3.44B
First Trust
-2.32K
- 5.14%
N/A
42.7K $1.57B
MSFT
Microsoft Corp

Technology
-49
- 1.41%
$406.35 - $454.46 $19.9K - $22.3K
3.43K $1.45B
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-1.9K
- 3.72%
$42.26 - $43.93 $80.3K - $83.5K
49.1K $2.13B
GOOGL
Alphabet Inc.

Communication Services
-320
- 36.45%
$161.86 - $196.66 $51.8K - $62.9K
558 $106M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-320
- 40.61%
$113.92 - $127.38 $36.5K - $40.8K
468 $53.9M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-1.49K
- 3.24%
$50.07 - $52.35 $74.6K - $77.9K
44.4K $2.28B
MUA
Blackrock Muniassets Fund, Inc.

Financial Services
-2.6K
- 49.24%
$10.92 - $12.66 $28.4K - $32.9K
2.68K $29.6M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-643
- 54.4%
$50.62 - $52.07 $32.5K - $33.5K
539 $27.5M
DAUG
First Tr ETF Viii Cboe Vest Us
-935
- 5.23%
N/A
17K $673M
DMAY
First Tr Ex Tr Fd Viii Cboe Ve

Technology
-3.37K
- 2.21%
$39.69 - $41.26 $134K - $139K
149K $6.06B
VZ
Verizon Communications Inc

Communication Services
-150
- 15.0%
$39.6 - $45.21 $5.94K - $6.78K
850 $34M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-50
- 14.01%
$201.32 - $217.44 $10.1K - $10.9K
307 $63.5M
GOOG
Alphabet Inc.

Communication Services
-200
- 15.38%
$163.08 - $198.16 $32.6K - $39.6K
1.1K $209M
CMCSA
Comcast Corp

Communication Services
-100
- 19.49%
$37.39 - $45.14 $3.74K - $4.51K
413 $15.5M
OGE
Oge Energy Corp.

Utilities
-206
- 1.53%
$39.65 - $44.08 $8.17K - $9.08K
13.3K $548M
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
-34
- 39.53%
$157.33 - $189.22 $5.35K - $6.43K
52 $8.77M
GS
Goldman Sachs Group Inc

Financial Services
-50
- 10.64%
$486.1 - $608.57 $24.3K - $30.4K
420 $241M
OKE
Oneok Inc

Energy
-50
- 2.68%
$92.28 - $117.05 $4.61K - $5.85K
1.82K $182M
First Trust
-350
- 0.58%
N/A
60K $2.12B
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
-655
- 0.56%
$40.18 - $41.59 $26.3K - $27.2K
117K $4.82B
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
-593
- 0.47%
$46.18 - $48.09 $27.4K - $28.5K
126K $6B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-23
- 0.14%
$370.24 - $418.94 $8.52K - $9.64K
17K $6.82B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-198
- 0.06%
$129.96 - $144.97 $25.7K - $28.7K
332K $46.2B
Activity Summary
Buys All Purchases 56 New Holdings 23 Increased Positions 33 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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