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CIK: 0002068847
Total reported value
$142.1M
$142.1M
47 檔
35.7%
At the close of Q1 2024, Legacy Advisory Services, LLC disclosed equity holdings valued at approximately $142.1M, spread across 47 reported holdings.
In Q1 2024, Legacy Advisory Services, LLC adopted a defensive or profit-taking posture, trimming 28 positions and completely liquidating 1 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, TLT, USMV) accounted for 35.7% of total reported equity market value during Q1 2024.
Top New Position Initiated
NVO
市值: $800.7K
Top Position Liquidated / Trimmed
SLDP
前期市值: $29.0K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 19.30% | +1.00% | -1.51% | |
| 2 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 10.16% | — | +21.34% | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 7.13% | +0.46% | +11.75% | |
| 4 | ILCG | Ishares Morningstar Growth E | ETF-Other | 6.37% | — | -1.56% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 5.07% | +0.74% | -1.15% | |
| 6 | MGC | Vanguard Mega Cap ETF | ETF-Other | 4.90% | +0.11% | -8.48% | |
| 7 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 4.83% | +0.25% | -17.20% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.11% | -0.01% | +0.17% | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.90% | — | +18.46% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 3.67% | +0.26% | -11.43% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.54% | +0.17% | NEW | |
| 12 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 3.37% | — | -1.55% | |
| 13 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 2.22% | +0.20% | -1.01% | |
| 14 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.91% | — | -3.34% | |
| 15 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.82% | — | +28.60% | |
| 16 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 1.63% | +0.03% | +16.84% | |
| 17 | IOO | Ishares Global 100 ETF | ETF-Other | 1.57% | +0.45% | +38.94% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.25% | +0.01% | -11.68% | |
| 19 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.95% | -0.03% | -14.45% | |
| 20 | SAEF | Schwab Ariel Opp ETF | ETF-Other | 0.84% | — | +3.42% | |
| 21 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.76% | — | — | |
| 22 | KLAC | Kla CORP | Stock-Tech | 0.61% | — | -1.70% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 0.56% | — | -1.53% | |
| 24 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.54% | +0.07% | -8.53% | |
| 25 | SMMD | Ishares Russell 2500 ETF | ETF-Other | 0.54% | +0.07% | +0.29% | |
| 26 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.50% | — | -1.65% | |
| 27 | BLKCHF | Blackrock Inc | Stock-Other | 0.50% | — | -1.40% | |
| 28 | TRGP | Targa Resources CORP | Stock-Energy | 0.48% | — | -1.29% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.47% | +0.09% | +2.49% | |
| 30 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.47% | -0.05% | -10.51% | |
| 31 | AN | Autonation Inc | Stock-Consumer Disc | 0.45% | -0.04% | -1.60% | |
| 32 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.45% | -0.03% | -1.65% | |
| 33 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.44% | — | +0.57% | |
| 34 | ARTY | Ishares Future Ai & Tech ETF | ETF-Tech | 0.43% | +0.08% | — | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 0.42% | -0.05% | +195.62% | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.41% | +0.06% | -1.22% | |
| 37 | EWBC | East West Bancorp Inc | Stock-Financials | 0.39% | +0.04% | -1.65% | |
| 38 | ETN | Eaton Corporation plc | Stock-Industrials | 0.38% | +0.03% | -1.62% | |
| 39 | MDT | Medtronic plc | Stock-Healthcare | 0.38% | -0.07% | -1.63% | |
| 40 | CAT | Caterpillar Inc | Stock-Industrials | 0.37% | +0.19% | NEW | |
| 41 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.36% | +0.01% | -9.30% | |
| 42 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.34% | — | -1.32% | |
| 43 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 0.28% | — | +1.80% | |
| 44 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.27% | — | +0.52% | |
| 45 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.26% | -0.02% | +0.38% | |
| 46 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 0.23% | — | +0.58% | |
| 47 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.19% | — | +0.59% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | +0.6% | +18.46% | Add |
| 2 | SMH | Vaneck Semiconductor ETF | +0.6% | +28.60% | Add |
| 3 | USMV | Ishares Msci USA Min Vol Fac | +0.5% | +11.75% | Add |
| 4 | IOO | Ishares Global 100 ETF | +0.4% | +38.94% | Add |
| 5 | TLT | Ishares 20+ Year Treasury Bd | +0.4% | +21.34% | Add |
| 6 | LGLV | Spdr US Lc Low Vol Idx | +0.2% | +16.84% | Add |
| 7 | TRGP | Targa Resources CORP | +0.1% | -1.29% | Trim |
| 8 | ETN | Eaton Corporation plc | +0.1% | -1.62% | Trim |
| 9 | DIS | Walt Disney Co/the | 0% | -14.45% | Trim |
| 10 | KLAC | Kla CORP | 0% | -1.70% | Trim |
| 11 | TSCO | Tractor Supply Company | 0% | -1.65% | Trim |
| 12 | MRK | Merck & Co. Inc. | 0% | -1.65% | Trim |
| 13 | CAT | Caterpillar Inc | 0% | -1.57% | Trim |
| 14 | AVGO | Broadcom Inc | 0% | -1.22% | Trim |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +2.49% | Add |
| 16 | WMT | Walmart Inc | 0% | +195.62% | Add |
| 17 | AN | Autonation Inc | 0% | -1.60% | Trim |
| 18 | EWBC | East West Bancorp Inc | 0% | -1.65% | Trim |
| 19 | MRSH | Marsh & Mclennan Cos | 0% | +0.38% | Add |
| 20 | IUSG | Ishares Core S&p U.s. Growth | 0% | -1.55% | Trim |
| 21 | SAEF | Schwab Ariel Opp ETF | 0% | +3.42% | Add |
| 22 | SMMD | Ishares Russell 2500 ETF | 0% | +0.29% | Add |
| 23 | MDT | Medtronic plc | 0% | -1.63% | Trim |
| 24 | HYS | Pimco 0-5 Year H/y CORP Bond | 0% | +1.80% | Add |
| 25 | HYMB | Ss Spdr N Ice Hy Muni ETF | 0% | +0.59% | Add |
| 26 | V | Visa Inc-class A Shares | 0% | -1.53% | Trim |
| 27 | SPMB | Ss Spdr P Mort Back Bond ETF | 0% | +0.58% | Add |
| 28 | BSV | Vanguard Short-term Bond ETF | 0% | +0.52% | Add |
| 29 | QUAL | Ishares Msci USA Quality Fac | 0% | -1.15% | Trim |
| 30 | IVV | Ishares Core S&p 500 ETF | 0% | +0.17% | Add |
| 31 | IWL | Ishares Russell Top 200 ETF | 0% | -1.01% | Trim |
| 32 | CMCSA | Comcast Corp-class A | 0% | -1.32% | Trim |
| 33 | SCHD | Schwab US Dvd Equity ETF | -0.1% | -9.30% | Trim |
| 34 | BLKCHF | Blackrock Inc | -0.1% | -1.40% | Trim |
| 35 | VCSH | Vanguard S/t CORP Bond ETF | -0.1% | +0.57% | Add |
| 36 | MGK | Vanguard Mega Cap Growth ETF | -0.1% | -8.53% | Trim |
| 37 | SPTM | Ss Spdr P S&p 1500 Comp ETF | -0.1% | -3.34% | Trim |
| 38 | ILCG | Ishares Morningstar Growth E | -0.1% | -1.56% | Trim |
| 39 | SHOP | Shopify Inc - Class A | -0.1% | -10.51% | Trim |
| 40 | QQQ | Invesco Qqq Trust Series 1 | -0.2% | -2.45% | Trim |
| 41 | MSFT | Microsoft CORP | -0.5% | -11.43% | Trim |
| 42 | MGC | Vanguard Mega Cap ETF | -0.5% | -8.48% | Trim |
| 43 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.5% | -1.51% | Trim |
| 44 | AAPL | Apple Inc | -0.5% | -11.68% | Trim |
| 45 | IWX | Ishares Russell Top 200 Valu | -1.1% | -17.20% | Trim |
| 46 | NVO | Novo-nordisk A/s-spons Adr | — | NEW | New buy |
| 47 | ARTY | Ishares Future Ai & Tech ETF | — | NEW | New buy |
| 48 | SLDP | Solid Power Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Legacy Advisory Services, LLC reported a total U.S. public equity portfolio value of $142.1M across 47 disclosed positions in Q1 2024.
During Q1 2024, Legacy Advisory Services, LLC's top holdings by market value included SPYM (19.3%)、TLT (10.2%)、USMV (7.1%). The largest single position, SPYM, represented 19.3% of total portfolio value.
In Q1 2024, Legacy Advisory Services, LLC made 48 total portfolio adjustments, initiating 2 new buys, adding to 17 positions, trimming 28 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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