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CIK: 0001834011
Total reported value
$888.2M
$888.2M
111 檔
27.1%
During the Q4 2024 filing period, Legacy Financial Group LLC (CIK: 0001834011) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $888.2M across 111 reported positions.
In Q4 2024, Legacy Financial Group LLC displayed an active expansion posture, initiating 30 new positions and adding to 12 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 10.58% | +1.25% | -4.84% | |
| 2 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 8.99% | -6.92% | +978.79% | |
| 3 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 8.07% | +0.71% | +0.83% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.92% | — | -2.65% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-Other | 5.34% | -0.04% | -4.10% | |
| 6 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 4.05% | +0.72% | -7.47% | |
| 7 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 3.70% | -0.49% | +54.02% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.92% | -0.05% | +12.69% | |
| 9 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 2.91% | -0.40% | +7.26% | |
| 10 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 2.81% | -0.16% | +4.65% | |
| 11 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.70% | -0.68% | +11.18% | |
| 12 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 2.70% | -1.04% | +7.75% | |
| 13 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 2.62% | -0.08% | +11.04% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.59% | +0.24% | -4.87% | |
| 15 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.30% | -1.02% | +3.82% | |
| 16 | BSJT | Invesco Bulletshares 2029 Hy | ETF-Other | 2.29% | -0.04% | +37.45% | |
| 17 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 2.14% | +0.19% | -1.03% | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.12% | -0.14% | +38.01% | |
| 19 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.70% | -0.10% | +5.85% | |
| 20 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.64% | -0.12% | +1.09% | |
| 21 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.29% | — | +4.60% | |
| 22 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 1.13% | -0.03% | -1.75% | |
| 23 | USRT | Ishares Core US Reit ETF | ETF-Other | 1.10% | -0.01% | -2.73% | |
| 24 | BND | Vanguard Total Bond Market | ETF-Other | 1.03% | -0.07% | +7.14% | |
| 25 | MBB | Ishares Mbs ETF | ETF-Other | 0.97% | +0.02% | +12.01% | |
| 26 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.94% | +0.11% | +13.16% | |
| 27 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.92% | -1.08% | +20.30% | |
| 28 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.86% | — | -5.51% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.79% | -0.05% | +2.18% | |
| 30 | BSJP | Invesco Bulletshares 2025 Hy | ETF-Other | 0.74% | — | -28.71% | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.66% | -0.02% | -6.34% | |
| 32 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.65% | -0.11% | -2.34% | |
| 33 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.62% | -0.04% | — | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.59% | -0.04% | — | |
| 35 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.57% | -0.01% | — | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.56% | — | +2.46% | |
| 37 | AAPL | Apple Inc | Stock-Tech | 0.45% | +0.01% | +0.92% | |
| 38 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.42% | — | +19.88% | |
| 39 | IAU | Ishares Gold Trust | ETF-Commodities | 0.41% | -0.02% | — | |
| 40 | VUG | Vanguard Growth ETF | ETF-Other | 0.38% | +0.01% | — | |
| 41 | ESN | Essential 40 Stock ETF | ETF-Other | 0.30% | +0.91% | — | |
| 42 | WM | Waste Management Inc | Stock-Industrials | 0.29% | -0.04% | — | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.27% | +0.01% | — | |
| 44 | DE | Deere & Co | Stock-Industrials | 0.27% | — | — | |
| 45 | IFRA | Ishares US Infrastructure | ETF-Other | 0.24% | — | -3.71% | |
| 46 | BSJR | Invesco Bulletshares 2027 Hy | ETF-Other | 0.23% | -0.02% | +12.74% | |
| 47 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.22% | -0.01% | -4.62% | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.20% | +0.01% | — | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.18% | +0.01% | — | |
| 50 | WFC | Wells Fargo & Co | Stock-Financials | 0.15% | +0.07% | -3.91% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HELO | Jpmorgan Hedged Equity ETF | +8% | +978.79% | Add |
| 2 | BINC | Ishares Flex I A Etf-usd Inc | +0.8% | +54.02% | Add |
| 3 | MTUM | Ishares Msci USA Momentum Fa | +0.6% | NEW | New buy |
| 4 | MSFT | Microsoft CORP | +0.6% | NEW | New buy |
| 5 | CASY | Casey's General Stores Inc | +0.6% | NEW | New buy |
| 6 | IAU | Ishares Gold Trust | +0.4% | NEW | New buy |
| 7 | VUG | Vanguard Growth ETF | +0.4% | NEW | New buy |
| 8 | ESN | Essential 40 Stock ETF | +0.3% | NEW | New buy |
| 9 | WM | Waste Management Inc | +0.3% | NEW | New buy |
| 10 | BSJT | Invesco Bulletshares 2029 Hy | +0.3% | +37.45% | Add |
| 11 | BSV | Vanguard Short-term Bond ETF | +0.3% | +38.01% | Add |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | NEW | New buy |
| 13 | DE | Deere & Co | +0.3% | NEW | New buy |
| 14 | TSLA | Tesla Inc | +0.2% | NEW | New buy |
| 15 | IJR | Ishares Core S&p Small-cap E | +0.2% | NEW | New buy |
| 16 | VOT | Vanguard Mid-cap Growth ETF | +0.1% | NEW | New buy |
| 17 | VOE | Vanguard Mid-cap Value ETF | +0.1% | NEW | New buy |
| 18 | WMT | Walmart Inc | +0.1% | NEW | New buy |
| 19 | PFG | Principal Financial Group | +0.1% | NEW | New buy |
| 20 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | NEW | New buy |
| 21 | EMB | Ishares Jp Morgan Usd Emergi | +0.1% | NEW | New buy |
| 22 | NVDA | Nvidia CORP | +0.1% | NEW | New buy |
| 23 | TRV | Travelers Cos Inc/the | +0.1% | NEW | New buy |
| 24 | IWC | Ishares Micro-cap ETF | +0.1% | NEW | New buy |
| 25 | ORLY | O'reilly Automotive Inc | +0.1% | NEW | New buy |
| 26 | HD | Home Depot Inc | +0.1% | NEW | New buy |
| 27 | NULG | Nuveen Esg Lrg-cap Grw ETF | +0.1% | NEW | New buy |
| 28 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | NEW | New buy |
| 29 | VTV | Vanguard Value ETF | +0.1% | NEW | New buy |
| 30 | LPLA | Lpl Financial Holdings Inc | +0.1% | NEW | New buy |
| 31 | EMR | Emerson Electric Co | +0.1% | NEW | New buy |
| 32 | CAT | Caterpillar Inc | +0.1% | NEW | New buy |
| 33 | IVV | Ishares Core S&p 500 ETF | +0.1% | NEW | New buy |
| 34 | XOM | Exxon Mobil CORP | +0.1% | NEW | New buy |
| 35 | AMZN | Amazon.com Inc | 0% | +2.46% | Add |
| 36 | EFV | Ishares Msci Eafe Value ETF | -0.1% | +20.30% | Add |
| 37 | BSCO | Invesco Bulletshares 2024 Cb | -0.1% | EXIT | Sold out |
| 38 | MBB | Ishares Mbs ETF | -0.1% | +12.01% | Add |
| 39 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | -0.1% | -35.61% | Trim |
| 40 | TIP | Ishares Tips Bond ETF | -0.1% | -41.72% | Trim |
| 41 | BSCS | Invesco Bulletshares 2028 Cb | -0.3% | +11.04% | Add |
| 42 | BSCR | Invesco Bulletshares 2027 Cb | -0.3% | +7.75% | Add |
| 43 | BSJQ | Invesco Bulletshares 2026 Hy | -0.3% | +7.26% | Add |
| 44 | USRT | Ishares Core US Reit ETF | -0.4% | -2.73% | Trim |
| 45 | QUAL | Ishares Msci USA Quality Fac | -0.4% | +3.82% | Add |
| 46 | BSJP | Invesco Bulletshares 2025 Hy | -0.5% | -28.71% | Trim |
| 47 | VB | Vanguard Small-cap ETF | -1.2% | -4.10% | Trim |
| 48 | SPLB | Ss Spdr P Long Term C ETF | -1.2% | -95.26% | Trim |
| 49 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -1.4% | -7.47% | Trim |
| 50 | SDY | Ss Spdr S&p Dividend ETF | -2.2% | +0.83% | Add |
According to official SEC Form 13F filings, Legacy Financial Group LLC reported a total U.S. public equity portfolio value of $888.2M across 111 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 IUSG, HELO, SDY) accounted for 27.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
MTUM
市值: $3.8M
Top Position Liquidated / Trimmed
BSCO
前期市值: $591.8K
During Q4 2024, Legacy Financial Group LLC's top holdings by market value included IUSG (10.6%)、HELO (9.0%)、SDY (8.1%). The largest single position, IUSG, represented 10.6% of total portfolio value.
In Q4 2024, Legacy Financial Group LLC made 50 total portfolio adjustments, initiating 30 new buys, adding to 12 positions, trimming 7 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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