13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002068847
Total reported value
$142.1M
$142.1M
51 檔
38.6%
According to the latest 13F quarterly dataset, Legacy Advisory Services, LLC managed an equity portfolio of $142.1M at the end of Q4 2024, spanning 51 distinct U.S. exchange-listed positions.
Legacy Advisory Services, LLC executed strategic sector rebalancing during Q4 2024, establishing 4 new positions while fully exiting 2 holdings and trimming 22 positions.
| # | 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 | 17.84% | +1.00% | -8.65% | |
| 2 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 10.03% | — | +2.42% | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 7.44% | +0.46% | +23.61% | |
| 4 | ILCG | Ishares Morningstar Growth E | ETF-Other | 6.21% | — | -5.49% | |
| 5 | MGC | Vanguard Mega Cap ETF | ETF-Other | 5.28% | +0.11% | -0.00% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.97% | +0.74% | -0.56% | |
| 7 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 4.55% | +0.25% | -0.04% | |
| 8 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.80% | — | +0.11% | |
| 9 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 3.64% | — | -1.40% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.55% | -0.01% | -14.18% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 3.27% | +0.37% | +9.72% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.56% | +0.26% | -21.83% | |
| 13 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 2.33% | +0.20% | -1.40% | |
| 14 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 2.04% | -3.01% | — | |
| 15 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.90% | — | -2.84% | |
| 16 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.82% | — | +28.85% | |
| 17 | IOO | Ishares Global 100 ETF | ETF-Other | 1.63% | +0.45% | +0.26% | |
| 18 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.60% | — | -0.95% | |
| 19 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 1.52% | +0.03% | +0.54% | |
| 20 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.88% | — | -0.23% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 0.87% | +0.01% | -10.05% | |
| 22 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.76% | -0.03% | -2.00% | |
| 23 | TRGP | Targa Resources CORP | Stock-Energy | 0.67% | — | -3.37% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 0.63% | +0.06% | -1.11% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 0.57% | — | — | |
| 26 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.57% | +0.07% | -0.51% | |
| 27 | BLK | Blackrock Inc | Stock-Financials | 0.56% | — | — | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.55% | -0.05% | -2.55% | |
| 29 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.54% | -0.05% | -4.76% | |
| 30 | KLAC | Kla CORP | Stock-Tech | 0.50% | — | — | |
| 31 | ARTY | Ishares Future Ai & Tech ETF | ETF-Tech | 0.46% | +0.08% | — | |
| 32 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.46% | — | +400.00% | |
| 33 | SMMD | Ishares Russell 2500 ETF | ETF-Other | 0.46% | +0.07% | -6.59% | |
| 34 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.45% | — | +10.97% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.45% | +0.09% | -7.93% | |
| 36 | AN | Autonation Inc | Stock-Consumer Disc | 0.42% | -0.04% | — | |
| 37 | EWBC | East West Bancorp Inc | Stock-Financials | 0.40% | +0.04% | — | |
| 38 | ETN | Eaton Corporation plc | Stock-Industrials | 0.36% | +0.03% | — | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.34% | +0.16% | NEW | |
| 40 | CRS | Carpenter Technology | Stock-Industrials | 0.33% | — | +0.13% | |
| 41 | CAT | Caterpillar Inc | Stock-Industrials | 0.33% | +0.19% | NEW | |
| 42 | MDT | Medtronic plc | Stock-Healthcare | 0.31% | -0.07% | -0.02% | |
| 43 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.30% | -0.03% | — | |
| 44 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.27% | — | +0.50% | |
| 45 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 0.26% | — | +1.89% | |
| 46 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.25% | — | +1.20% | |
| 47 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.24% | -0.02% | +0.37% | |
| 48 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 0.22% | — | +1.39% | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.21% | +0.01% | +99.54% | |
| 50 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.20% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | USMV | Ishares Msci USA Min Vol Fac | +1.2% | +23.61% | Add |
| 2 | IWM | Ishares Russell 2000 ETF | +0.3% | +9.72% | Add |
| 3 | IVW | Ishares S&p 500 Growth ETF | +0.2% | +0.11% | Add |
| 4 | AVGO | Broadcom Inc | +0.2% | -1.11% | Trim |
| 5 | IUSG | Ishares Core S&p U.s. Growth | +0.1% | -1.40% | Trim |
| 6 | MGC | Vanguard Mega Cap ETF | +0.1% | -0.00% | Trim |
| 7 | SHOP | Shopify Inc - Class A | +0.1% | -4.76% | Trim |
| 8 | TRGP | Targa Resources CORP | +0.1% | -3.37% | Trim |
| 9 | DIS | Walt Disney Co/the | +0.1% | -2.00% | Trim |
| 10 | V | Visa Inc-class A Shares | +0.1% | — | Unchanged |
| 11 | EWBC | East West Bancorp Inc | +0.1% | — | Unchanged |
| 12 | LLY | Eli Lilly & Co | +0.1% | +35.17% | Add |
| 13 | WMT | Walmart Inc | 0% | -2.55% | Trim |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +10.97% | Add |
| 15 | ARTY | Ishares Future Ai & Tech ETF | 0% | — | Unchanged |
| 16 | MGK | Vanguard Mega Cap Growth ETF | 0% | -0.51% | Trim |
| 17 | IWL | Ishares Russell Top 200 ETF | 0% | -1.40% | Trim |
| 18 | IOO | Ishares Global 100 ETF | 0% | +0.26% | Add |
| 19 | CRS | Carpenter Technology | 0% | +0.13% | Add |
| 20 | ILCG | Ishares Morningstar Growth E | — | -5.49% | Trim |
| 21 | SPMB | Ss Spdr P Mort Back Bond ETF | — | +1.39% | Add |
| 22 | VTWO | Vanguard Russell 2000 ETF | 0% | -0.23% | Trim |
| 23 | AN | Autonation Inc | 0% | — | Unchanged |
| 24 | MRSH | Marsh & Mclennan Cos | 0% | +0.37% | Add |
| 25 | SMMD | Ishares Russell 2500 ETF | 0% | -6.59% | Trim |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -7.93% | Trim |
| 27 | CMCSA | Comcast Corp-class A | 0% | +0.50% | Add |
| 28 | AAPL | Apple Inc | 0% | -10.05% | Trim |
| 29 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 30 | SPTM | Ss Spdr P S&p 1500 Comp ETF | 0% | -2.84% | Trim |
| 31 | MDT | Medtronic plc | 0% | -0.02% | Trim |
| 32 | LGLV | Spdr US Lc Low Vol Idx | 0% | +0.54% | Add |
| 33 | TSCO | Tractor Supply Company | -0.1% | +400.00% | Add |
| 34 | MRK | Merck & Co. Inc. | -0.1% | — | Unchanged |
| 35 | SMH | Vaneck Semiconductor ETF | -0.1% | -0.95% | Trim |
| 36 | QUAL | Ishares Msci USA Quality Fac | -0.1% | -0.56% | Trim |
| 37 | SCHD | Schwab US Dvd Equity ETF | -0.1% | +99.54% | Add |
| 38 | KLAC | Kla CORP | -0.1% | — | Unchanged |
| 39 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | +28.85% | Add |
| 40 | IWX | Ishares Russell Top 200 Valu | -0.2% | -0.04% | Trim |
| 41 | IVV | Ishares Core S&p 500 ETF | -0.5% | -14.18% | Trim |
| 42 | MSFT | Microsoft CORP | -0.8% | -21.83% | Trim |
| 43 | TLT | Ishares 20+ Year Treasury Bd | -1.1% | +2.42% | Add |
| 44 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -1.4% | -8.65% | Trim |
| 45 | SHV | Ishares 0-1 Year Treasury Bo | — | NEW | New buy |
| 46 | BLK | Blackrock Inc | — | NEW | New buy |
| 47 | BLKCHF | Blackrock Inc | — | EXIT | Sold out |
| 48 | HYMB | Ss Spdr N Ice Hy Muni ETF | — | NEW | New buy |
| 49 | ACWV | Ishares Msci Global Min Vol | — | NEW | New buy |
| 50 | EIX | Edison International | — | 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 51 disclosed positions in Q4 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 38.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
SHV
市值: $2.4M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $604.8K
During Q4 2024, Legacy Advisory Services, LLC's top holdings by market value included SPYM (17.8%)、TLT (10.0%)、USMV (7.4%). The largest single position, SPYM, represented 17.8% of total portfolio value.
In Q4 2024, Legacy Advisory Services, LLC made 43 total portfolio adjustments, initiating 4 new buys, adding to 15 positions, trimming 22 holdings, and fully liquidating 2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.