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CIK: 0002068847
Total reported value
$142.1M
$142.1M
50 檔
49.8%
As reported in its official Q1 2025 Form 13F filing, Legacy Advisory Services, LLC's tracked investment portfolio stood at $142.1M with 50 total positions.
In Q1 2025, Legacy Advisory Services, LLC adopted a defensive or profit-taking posture, trimming 20 positions and completely liquidating 9 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including SHV, SPYM, TLT) accounted for 49.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
SGOV
市值: $5.7M
Top Position Liquidated / Trimmed
ILCG
前期市值: $7.3M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 21.98% | -3.01% | +982.69% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 14.05% | +1.00% | -16.62% | |
| 3 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 9.64% | — | -6.89% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 8.40% | +0.46% | +8.13% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 5.61% | +0.74% | +18.92% | |
| 6 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 4.85% | -1.51% | — | |
| 7 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 4.77% | +0.25% | +1.82% | |
| 8 | MGC | Vanguard Mega Cap ETF | ETF-Other | 3.60% | +0.11% | -27.29% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.31% | -0.01% | -1.61% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 3.05% | +0.37% | +4.38% | |
| 11 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.87% | — | +4.27% | |
| 12 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 1.67% | +0.20% | -23.57% | |
| 13 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 1.58% | +0.03% | -0.12% | |
| 14 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 1.54% | +0.01% | — | |
| 15 | IOO | Ishares Global 100 ETF | ETF-Other | 1.43% | +0.45% | -7.40% | |
| 16 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.70% | — | -11.11% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 0.54% | — | -13.42% | |
| 18 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.54% | -0.39% | EXIT | |
| 19 | EWBC | East West Bancorp Inc | Stock-Financials | 0.53% | +0.04% | +41.06% | |
| 20 | BLK | Blackrock Inc | Stock-Financials | 0.51% | — | -0.16% | |
| 21 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.49% | — | +7.98% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.47% | +0.01% | -38.63% | |
| 23 | MDT | Medtronic plc | Stock-Healthcare | 0.46% | -0.07% | +31.24% | |
| 24 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.45% | +0.07% | -11.63% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.44% | +0.09% | +4.70% | |
| 26 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.44% | -0.05% | -8.95% | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 0.42% | -0.05% | -20.86% | |
| 28 | AN | Autonation Inc | Stock-Consumer Disc | 0.41% | -0.04% | +5.13% | |
| 29 | SMMD | Ishares Russell 2500 ETF | ETF-Other | 0.39% | +0.07% | -6.19% | |
| 30 | ARTY | Ishares Future Ai & Tech ETF | ETF-Tech | 0.39% | +0.08% | -0.01% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.38% | +0.16% | NEW | |
| 32 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.37% | — | +44.91% | |
| 33 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.37% | — | +45.23% | |
| 34 | CROX | Crocs Inc | Stock-Consumer Disc | 0.36% | +0.13% | — | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.36% | +0.06% | -21.54% | |
| 36 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.35% | -0.03% | -47.67% | |
| 37 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.34% | -0.03% | +25.95% | |
| 38 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.28% | +0.01% | +32.38% | |
| 39 | ETN | Eaton Corporation plc | Stock-Industrials | 0.28% | +0.03% | -3.83% | |
| 40 | GTLS | Chart Industries Inc | Stock-Industrials | 0.28% | — | — | |
| 41 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.28% | -0.02% | +0.30% | |
| 42 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 0.26% | — | +1.79% | |
| 43 | EPD | Enterprise Products Partners | Stock-Energy | 0.25% | -0.05% | — | |
| 44 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 0.22% | — | +0.60% | |
| 45 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.19% | — | +0.55% | |
| 46 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.19% | — | — | |
| 47 | CRS | Carpenter Technology | Stock-Industrials | 0.18% | — | -47.32% | |
| 48 | PLD | Prologis Inc | Stock-Real Estate | 0.18% | -0.02% | — | |
| 49 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.17% | — | -87.55% | |
| 50 | AES | Aes CORP | Stock-Utilities | 0.16% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SHV | Ishares 0-1 Year Treasury Bo | +19.9% | +982.69% | Add |
| 2 | USMV | Ishares Msci USA Min Vol Fac | +1% | +8.13% | Add |
| 3 | QUAL | Ishares Msci USA Quality Fac | +0.6% | +18.92% | Add |
| 4 | IWX | Ishares Russell Top 200 Valu | +0.2% | +1.82% | Add |
| 5 | MDT | Medtronic plc | +0.2% | +31.24% | Add |
| 6 | EWBC | East West Bancorp Inc | +0.1% | +41.06% | Add |
| 7 | BSV | Vanguard Short-term Bond ETF | +0.1% | +45.23% | Add |
| 8 | CMCSA | Comcast Corp-class A | +0.1% | +44.91% | Add |
| 9 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +32.38% | Add |
| 10 | LGLV | Spdr US Lc Low Vol Idx | +0.1% | -0.12% | Trim |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +7.98% | Add |
| 12 | MRK | Merck & Co. Inc. | 0% | +25.95% | Add |
| 13 | LLY | Eli Lilly & Co | 0% | +4.47% | Add |
| 14 | BLK | Blackrock Inc | -0.1% | -0.16% | Trim |
| 15 | ARTY | Ishares Future Ai & Tech ETF | -0.1% | -0.01% | Trim |
| 16 | SMMD | Ishares Russell 2500 ETF | -0.1% | -6.19% | Trim |
| 17 | ETN | Eaton Corporation plc | -0.1% | -3.83% | Trim |
| 18 | SHOP | Shopify Inc - Class A | -0.1% | -8.95% | Trim |
| 19 | MGK | Vanguard Mega Cap Growth ETF | -0.1% | -11.63% | Trim |
| 20 | WMT | Walmart Inc | -0.1% | -20.86% | Trim |
| 21 | CRS | Carpenter Technology | -0.2% | -47.32% | Trim |
| 22 | VTWO | Vanguard Russell 2000 ETF | -0.2% | -11.11% | Trim |
| 23 | IOO | Ishares Global 100 ETF | -0.2% | -7.40% | Trim |
| 24 | IWM | Ishares Russell 2000 ETF | -0.2% | +4.38% | Add |
| 25 | IVV | Ishares Core S&p 500 ETF | -0.2% | -1.61% | Trim |
| 26 | AVGO | Broadcom Inc | -0.3% | -21.54% | Trim |
| 27 | TLT | Ishares 20+ Year Treasury Bd | -0.4% | -6.89% | Trim |
| 28 | AAPL | Apple Inc | -0.4% | -38.63% | Trim |
| 29 | DIS | Walt Disney Co/the | -0.4% | -47.67% | Trim |
| 30 | IWL | Ishares Russell Top 200 ETF | -0.7% | -23.57% | Trim |
| 31 | SMH | Vaneck Semiconductor ETF | -1.4% | -87.55% | Trim |
| 32 | MGC | Vanguard Mega Cap ETF | -1.7% | -27.29% | Trim |
| 33 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -3.8% | -16.62% | Trim |
| 34 | ILCG | Ishares Morningstar Growth E | — | EXIT | Sold out |
| 35 | SGOV | Ishares 0-3 Month Treasury B | — | NEW | New buy |
| 36 | IVW | Ishares S&p 500 Growth ETF | — | EXIT | Sold out |
| 37 | IUSG | Ishares Core S&p U.s. Growth | — | EXIT | Sold out |
| 38 | MSFT | Microsoft CORP | — | EXIT | Sold out |
| 39 | NVO | Novo-nordisk A/s-spons Adr | — | EXIT | Sold out |
| 40 | AOR | Ishares Core 60/40 Balanced | — | NEW | New buy |
| 41 | TRGP | Targa Resources CORP | — | EXIT | Sold out |
| 42 | TMUS | T-mobile US Inc | — | NEW | New buy |
| 43 | KLAC | Kla CORP | — | EXIT | Sold out |
| 44 | TSCO | Tractor Supply Company | — | EXIT | Sold out |
| 45 | CROX | Crocs Inc | — | NEW | New buy |
| 46 | CAT | Caterpillar Inc | — | EXIT | Sold out |
| 47 | GTLS | Chart Industries Inc | — | NEW | New buy |
| 48 | EPD | Enterprise Products Partners | — | NEW | New buy |
| 49 | PLD | Prologis Inc | — | NEW | New buy |
| 50 | AES | Aes CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Legacy Advisory Services, LLC reported a total U.S. public equity portfolio value of $142.1M across 50 disclosed positions in Q1 2025.
During Q1 2025, Legacy Advisory Services, LLC's top holdings by market value included SHV (22.0%)、SPYM (14.1%)、TLT (9.6%). The largest single position, SHV, represented 22.0% of total portfolio value.
In Q1 2025, Legacy Advisory Services, LLC made 50 total portfolio adjustments, initiating 8 new buys, adding to 13 positions, trimming 20 holdings, and fully liquidating 9 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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