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CIK: 0002068847
Total reported value
$142.1M
$142.1M
49 檔
39.3%
In Q3 2024, Legacy Advisory Services, LLC's U.S. equity holdings reached a combined market value of $142.1M, distributed across 49 disclosed stock positions.
In Q3 2024, Legacy Advisory Services, LLC displayed an active expansion posture, initiating 4 new positions and adding to 27 existing holdings, outstripping position reductions.
| # | 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 | 19.27% | +1.00% | +1.28% | |
| 2 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 11.09% | — | +5.12% | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 6.24% | +0.46% | +0.60% | |
| 4 | ILCG | Ishares Morningstar Growth E | ETF-Other | 6.21% | — | -0.25% | |
| 5 | MGC | Vanguard Mega Cap ETF | ETF-Other | 5.17% | +0.11% | +4.69% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 5.07% | +0.74% | +2.91% | |
| 7 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 4.72% | +0.25% | +2.96% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.09% | -0.01% | +0.04% | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.61% | — | +5.38% | |
| 10 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 3.52% | — | +3.17% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 3.36% | +0.26% | -3.50% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 3.00% | +0.37% | — | |
| 13 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 2.31% | +0.20% | +4.89% | |
| 14 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.97% | — | +10.72% | |
| 15 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.93% | — | -0.25% | |
| 16 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.65% | — | +4.46% | |
| 17 | IOO | Ishares Global 100 ETF | ETF-Other | 1.61% | +0.45% | +2.65% | |
| 18 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 1.56% | +0.03% | +4.93% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.90% | +0.01% | -5.87% | |
| 20 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.89% | — | — | |
| 21 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.68% | -0.03% | +0.16% | |
| 22 | KLAC | Kla CORP | Stock-Tech | 0.62% | — | — | |
| 23 | TRGP | Targa Resources CORP | Stock-Energy | 0.58% | — | +0.35% | |
| 24 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.54% | +0.07% | -2.19% | |
| 25 | BLKCHF | Blackrock Inc | Stock-Other | 0.52% | — | +0.32% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 0.51% | -0.05% | +0.18% | |
| 27 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.51% | — | — | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.50% | — | +0.09% | |
| 29 | SMMD | Ishares Russell 2500 ETF | ETF-Other | 0.49% | +0.07% | -2.54% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.48% | +0.06% | +900.00% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.48% | +0.09% | -41.93% | |
| 32 | AN | Autonation Inc | Stock-Consumer Disc | 0.44% | -0.04% | — | |
| 33 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.43% | -0.05% | — | |
| 34 | ARTY | Ishares Future Ai & Tech ETF | ETF-Tech | 0.43% | +0.08% | — | |
| 35 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.42% | — | +0.96% | |
| 36 | ETN | Eaton Corporation plc | Stock-Industrials | 0.36% | +0.03% | — | |
| 37 | CAT | Caterpillar Inc | Stock-Industrials | 0.36% | +0.19% | NEW | |
| 38 | MDT | Medtronic plc | Stock-Healthcare | 0.35% | -0.07% | — | |
| 39 | EWBC | East West Bancorp Inc | Stock-Financials | 0.35% | +0.04% | — | |
| 40 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.35% | -0.03% | — | |
| 41 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.33% | +0.01% | +4.20% | |
| 42 | CRS | Carpenter Technology | Stock-Industrials | 0.31% | — | +0.13% | |
| 43 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.30% | — | +0.54% | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.29% | +0.16% | NEW | |
| 45 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 0.26% | — | +1.89% | |
| 46 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.26% | -0.02% | +0.37% | |
| 47 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.25% | — | +0.86% | |
| 48 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 0.22% | — | +0.88% | |
| 49 | EIX | Edison International | Stock-Utilities | 0.18% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TLT | Ishares 20+ Year Treasury Bd | +0.6% | +5.12% | Add |
| 2 | IWX | Ishares Russell Top 200 Valu | +0.2% | +2.96% | Add |
| 3 | USMV | Ishares Msci USA Min Vol Fac | +0.2% | +0.60% | Add |
| 4 | MGC | Vanguard Mega Cap ETF | +0.2% | +4.69% | Add |
| 5 | LGLV | Spdr US Lc Low Vol Idx | +0.1% | +4.93% | Add |
| 6 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +5.38% | Add |
| 7 | QUAL | Ishares Msci USA Quality Fac | +0.1% | +2.91% | Add |
| 8 | CRS | Carpenter Technology | +0.1% | +0.13% | Add |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +1.28% | Add |
| 10 | IWL | Ishares Russell Top 200 ETF | +0.1% | +4.89% | Add |
| 11 | BLKCHF | Blackrock Inc | +0.1% | +0.32% | Add |
| 12 | WMT | Walmart Inc | +0.1% | +0.18% | Add |
| 13 | TRGP | Targa Resources CORP | +0.1% | +0.35% | Add |
| 14 | SHOP | Shopify Inc - Class A | +0.1% | — | Unchanged |
| 15 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 16 | AN | Autonation Inc | 0% | — | Unchanged |
| 17 | MDT | Medtronic plc | 0% | — | Unchanged |
| 18 | EWBC | East West Bancorp Inc | 0% | — | Unchanged |
| 19 | SCHD | Schwab US Dvd Equity ETF | 0% | +4.20% | Add |
| 20 | IUSG | Ishares Core S&p U.s. Growth | 0% | +3.17% | Add |
| 21 | TSCO | Tractor Supply Company | 0% | — | Unchanged |
| 22 | CMCSA | Comcast Corp-class A | 0% | +0.54% | Add |
| 23 | AVGO | Broadcom Inc | — | +900.00% | Add |
| 24 | MRSH | Marsh & Mclennan Cos | — | +0.37% | Add |
| 25 | SMMD | Ishares Russell 2500 ETF | 0% | -2.54% | Trim |
| 26 | V | Visa Inc-class A Shares | 0% | +0.09% | Add |
| 27 | ETN | Eaton Corporation plc | 0% | — | Unchanged |
| 28 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +0.96% | Add |
| 29 | ARTY | Ishares Future Ai & Tech ETF | 0% | — | Unchanged |
| 30 | HYS | Pimco 0-5 Year H/y CORP Bond | 0% | +1.89% | Add |
| 31 | SPMB | Ss Spdr P Mort Back Bond ETF | 0% | +0.88% | Add |
| 32 | SPTM | Ss Spdr P S&p 1500 Comp ETF | 0% | -0.25% | Trim |
| 33 | IOO | Ishares Global 100 ETF | 0% | +2.65% | Add |
| 34 | AAPL | Apple Inc | 0% | -5.87% | Trim |
| 35 | IVV | Ishares Core S&p 500 ETF | 0% | +0.04% | Add |
| 36 | MRK | Merck & Co. Inc. | -0.1% | — | Unchanged |
| 37 | DIS | Walt Disney Co/the | -0.1% | +0.16% | Add |
| 38 | KLAC | Kla CORP | -0.1% | — | Unchanged |
| 39 | SMH | Vaneck Semiconductor ETF | -0.1% | +4.46% | Add |
| 40 | ILCG | Ishares Morningstar Growth E | -0.2% | -0.25% | Trim |
| 41 | NVO | Novo-nordisk A/s-spons Adr | -0.3% | +10.72% | Add |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.4% | -41.93% | Trim |
| 43 | MSFT | Microsoft CORP | -0.5% | -3.50% | Trim |
| 44 | QQQ | Invesco Qqq Trust Series 1 | — | EXIT | Sold out |
| 45 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
| 46 | VTWO | Vanguard Russell 2000 ETF | — | NEW | New buy |
| 47 | SAEF | Schwab Ariel Opp ETF | — | EXIT | Sold out |
| 48 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 49 | EIX | Edison International | — | NEW | New buy |
| 50 | HYMB | Ss Spdr N Ice Hy Muni ETF | — | 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 49 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, TLT, USMV) accounted for 39.3% of total reported equity market value during Q3 2024.
Top New Position Initiated
IWM
市值: $3.5M
Top Position Liquidated / Trimmed
QQQ
前期市值: $3.9M
During Q3 2024, Legacy Advisory Services, LLC's top holdings by market value included SPYM (19.3%)、TLT (11.1%)、USMV (6.2%). The largest single position, SPYM, represented 19.3% of total portfolio value.
In Q3 2024, Legacy Advisory Services, LLC made 40 total portfolio adjustments, initiating 4 new buys, adding to 27 positions, trimming 6 holdings, and fully liquidating 3 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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