Legacy Financial Strategies, LLC Portfolio Holdings
Q3 2025•135 long positions•$553.7M portfolio value
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Holding140 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $92.8M 16.77% | -$1.6M Sold | — 2.9M shares | 3.0M → 2.9M −$1.6M | -1.7% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $69.0M 12.46% | +$3.5M Bought | — 2.7M shares | 2.5M → 2.7M +$3.5M | +5.42% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $41.8M 7.55% | +$1.8M Bought | — 417.1K shares | 399.2K → 417.1K +$1.8M | +4.5% | — — | Q3 2019 Held for 6y 2m | |
ETF ETF | $40.5M 7.31% | +$1.4M Bought | — 594.5K shares | 573.5K → 594.5K +$1.4M | +3.67% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $37.8M 6.83% | +$3.4M Bought | — 300.4K shares | 273.3K → 300.4K +$3.4M | +9.92% | — — | Q3 2018 Held for 7y 2m | |
ETF ETF | $31.4M 5.68% | -$4.8M Sold | — 434.9K shares | 500.8K → 434.9K −$4.8M | -13.16% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $18.9M 3.41% | -$21.3K Sold | — 57.5K shares | 57.5K → 57.5K −$21.3K | -0.11% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $15.2M 2.74% | -$4.1M Sold | — 127.7K shares | 161.9K → 127.7K −$4.1M | -21.09% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $12.9M 2.33% | -$12.1K Sold | — 472.8K shares | 473.2K → 472.8K −$12.1K | -0.09% | — — | Q4 2018 Held for 6y 11m | |
Semiconductors Technology | $9.7M 1.75% | +$482.3K Bought | 0.0% 52.1K shares | 49.5K → 52.1K +$482.3K | +5.23% | $4.54T Mega Cap | Q3 2021 Held for 4y 2m | |
Consumer Electronics Technology | $8.1M 1.47% | +$63.9K Bought | 0.0% 31.9K shares | 31.6K → 31.9K +$63.9K | +0.79% | $3.78T Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $7.8M 1.4% | +$572.8K Bought | — 72.8K shares | 67.4K → 72.8K +$572.8K | +7.98% | — — | Q3 2019 Held for 6y 2m | |
ETF ETF | $5.5M 0.996% | -$772.1K Sold | — 8.3K shares | 9.4K → 8.3K −$772.1K | -12.28% | — — | Q3 2018 Held for 7y 2m | |
ETF ETF | $5.4M 0.973% | -$30.6K Sold | — 8.8K shares | 8.8K → 8.8K −$30.6K | -0.57% | — — | Q1 2022 Held for 3y 8m | |
Software - Infrastructure Technology | $5.1M 0.925% | +$284.9K Bought | 0.0% 9.9K shares | 9.3K → 9.9K +$284.9K | +5.89% | $3.85T Mega Cap | Q2 2019 Held for 6y 5m | |
Insurance - Diversified Financial Services | $5.1M 0.919% | -$264.4K Sold | 0.0% 10.1K shares | 10.6K → 10.1K −$264.4K | -4.94% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $4.6M 0.832% | +$3.3M Bought | — 14.1K shares | 4.1K → 14.1K +$3.3M | +241.37% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $4.3M 0.771% | +$4.3M New | — 35.3K shares | 0 → 35.3K +$4.3M | New | — — | Q3 2025 Held for 2 months | |
Insurance - Life Financial Services | $4.1M 0.74% | +$143.5K Bought | 0.007% 36.7K shares | 35.4K → 36.7K +$143.5K | +3.63% | $59.7B Large Cap | Q2 2021 Held for 4y 5m | |
Discount Stores Consumer Defensive | $4.1M 0.733% | +$85.4K Bought | 0.0% 39.4K shares | 38.5K → 39.4K +$85.4K | +2.15% | $821.68B Mega Cap | Q2 2024 Held for 1y 5m | |
Specialty Business Services Industrials | $4.0M 0.724% | +$56.4K Bought | 0.005% 19.5K shares | 19.3K → 19.5K +$56.4K | +1.43% | $82.7B Large Cap | Q4 2017 Held for 7y 11m | |
Staffing & Employment Services Industrials | $3.8M 0.689% | +$77.5K Bought | 0.003% 13.0K shares | 12.7K → 13.0K +$77.5K | +2.07% | $118.89B Large Cap | Q2 2019 Held for 6y 5m | |
Chemicals - Specialty Basic Materials | $3.8M 0.687% | +$38.8K Bought | 0.004% 11.0K shares | 10.9K → 11.0K +$38.8K | +1.03% | $86.3B Large Cap | Q4 2017 Held for 7y 11m | |
Regulated Gas Utilities | $3.8M 0.678% | +$167.5K Bought | 0.014% 22.0K shares | 21.0K → 22.0K +$167.5K | +4.67% | $27.4B Large Cap | Q3 2020 Held for 5y 2m | |
Home Improvement Consumer Cyclical | $3.7M 0.673% | +$241.8K Bought | 0.003% 14.8K shares | 13.9K → 14.8K +$241.8K | +6.94% | $140.94B Large Cap | Q4 2017 Held for 7y 11m | |
Chemicals - Specialty Basic Materials | $3.6M 0.653% | +$34.7K Bought | 0.002% 7.6K shares | 7.5K → 7.6K +$34.7K | +0.97% | $222.73B Mega Cap | Q3 2023 Held for 2y 2m | |
Insurance - Property & Casualty Financial Services | $3.6M 0.646% | +$10.3K Bought | 0.014% 22.6K shares | 22.6K → 22.6K +$10.3K | +0.29% | $24.7B Large Cap | Q2 2024 Held for 1y 5m | |
Financial - Data & Stock Exchanges Financial Services | $3.6M 0.645% | +$7.8K Bought | 0.002% 7.3K shares | 7.3K → 7.3K +$7.8K | +0.22% | $148.59B Large Cap | Q1 2018 Held for 7y 8m | |
Medical - Devices Healthcare | $3.5M 0.63% | +$125.1K Bought | 0.001% 26.1K shares | 25.1K → 26.1K +$125.1K | +3.72% | $233.12B Mega Cap | Q2 2020 Held for 5y 5m | |
Regulated Electric Utilities | $3.4M 0.615% | -$49.0K Sold | 0.002% 45.1K shares | 45.8K → 45.1K −$49.0K | -1.42% | $155.46B Large Cap | Q1 2021 Held for 4y 8m | |
Insurance - Brokers Financial Services | $3.4M 0.61% | +$203.9K Bought | 0.011% 36.0K shares | 33.8K → 36.0K +$203.9K | +6.43% | $30.9B Large Cap | Q2 2022 Held for 3y 5m | |
Industrial - Distribution Industrials | $3.3M 0.6% | -$32.3K Sold | 0.006% 67.7K shares | 68.4K → 67.7K −$32.3K | -0.96% | $56.3B Large Cap | Q2 2024 Held for 1y 5m | |
Industrial - Machinery Industrials | $3.1M 0.565% | +$87.1K Bought | 0.03% 42.6K shares | 41.4K → 42.6K +$87.1K | +2.87% | $10.3B Large Cap | Q2 2018 Held for 7y 5m | |
Industrial - Machinery Industrials | $3.1M 0.562% | +$48.4K Bought | 0.006% 6.2K shares | 6.1K → 6.2K +$48.4K | +1.58% | $53.7B Large Cap | Q3 2018 Held for 7y 2m | |
Information Technology Services Technology | $3.1M 0.555% | — | 0.028% 20.6K shares | — | — | $10.9B Large Cap | Q2 2025 Held for 5 months | |
Specialty Retail Consumer Cyclical | $2.9M 0.528% | +$253.2K Bought | 0.0% 13.3K shares | 12.2K → 13.3K +$253.2K | +9.47% | $2.34T Mega Cap | Q3 2019 Held for 6y 2m | |
Integrated Freight & Logistics Industrials | $2.9M 0.52% | +$103.7K Bought | 0.017% 23.5K shares | 22.6K → 23.5K +$103.7K | +3.74% | $16.6B Large Cap | Q1 2025 Held for 8 months | |
Industrial - Machinery Industrials | $2.9M 0.515% | +$21.8K Bought | 0.022% 12.6K shares | 12.5K → 12.6K +$21.8K | +0.77% | $12.8B Large Cap | Q1 2023 Held for 2y 8m | |
Packaged Foods Consumer Defensive | $2.6M 0.473% | -$54.8K Sold | 0.015% 39.2K shares | 40.0K → 39.2K −$54.8K | -2.05% | $18.0B Large Cap | Q2 2024 Held for 1y 5m | |
Agricultural Farm Products Consumer Defensive | $2.4M 0.436% | +$2.4M Bought | 0.008% 40.5K shares | — | — | $28.7B Large Cap | Q3 2025 Held for 2 months | |
ETF ETF | $2.4M 0.432% | +$501.6K Bought | — 98.5K shares | 77.8K → 98.5K +$501.6K | +26.53% | — — | Q4 2022 Held for 2y 11m | |
Industrial - Distribution Industrials | $2.4M 0.427% | +$67.7K Bought | 0.005% 2.5K shares | 2.4K → 2.5K +$67.7K | +2.94% | $45.6B Large Cap | Q2 2025 Held for 5 months | |
Software - Infrastructure Technology | $2.3M 0.411% | +$302.8K Bought | 0.001% 12.5K shares | 10.8K → 12.5K +$302.8K | +15.33% | $432.76B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $2.1M 0.374% | — | — 20.7K shares | — | — | — — | Q4 2017 Held for 7y 11m | |
Semiconductors Technology | $1.9M 0.34% | +$458.9K Bought | 0.0% 5.7K shares | 4.3K → 5.7K +$458.9K | +32.26% | $1.56T Mega Cap | Q3 2024 Held for 1y 2m | |
Internet Content & Information Communication Services | $1.9M 0.34% | +$109.4K Bought | 0.0% 7.7K shares | 7.3K → 7.7K +$109.4K | +6.17% | $2.95T Mega Cap | Q1 2021 Held for 4y 8m | |
Auto - Manufacturers Consumer Cyclical | $1.8M 0.326% | +$81.8K Bought | 0.0% 4.1K shares | 3.9K → 4.1K +$81.8K | +4.75% | $1.48T Mega Cap | Q3 2020 Held for 5y 2m | |
Banks - Diversified Financial Services | $1.8M 0.32% | +$65.3K Bought | 0.0% 5.6K shares | 5.4K → 5.6K +$65.3K | +3.82% | $867.35B Mega Cap | Q4 2020 Held for 4y 11m | |
Agricultural - Machinery Industrials | $1.6M 0.289% | -$35.3K Sold | 0.001% 3.4K shares | 3.4K → 3.4K −$35.3K | -2.16% | $223.53B Mega Cap | Q2 2023 Held for 2y 5m | |
Financial - Data & Stock Exchanges Financial Services | $1.6M 0.289% | +$18.3K Bought | 0.015% 5.6K shares | 5.5K → 5.6K +$18.3K | +1.16% | $10.8B Large Cap | Q2 2025 Held for 5 months |
