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CIK: 0001723925
Total reported value
$645.7M
$645.7M
119 檔
36.3%
As reported in its official Q4 2024 Form 13F filing, Legacy Financial Strategies, LLC's tracked investment portfolio stood at $645.7M with 119 total positions.
Legacy Financial Strategies, LLC executed strategic sector rebalancing during Q4 2024, establishing 9 new positions while fully exiting 7 holdings and trimming 15 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 16.48% | +0.15% | +314.69% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-Other | 11.59% | +0.12% | +210.00% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 8.21% | -1.31% | +1.92% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-Other | 7.16% | -0.34% | +1.57% | |
| 5 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 7.00% | -0.13% | +3.04% | |
| 6 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 5.57% | +1.00% | +3.05% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.85% | -0.02% | +8.12% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.39% | +0.01% | -1.31% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.88% | -0.27% | +189.25% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.64% | -0.02% | -0.91% | |
| 11 | MUB | Ishares National Muni Bond E | ETF-Other | 1.53% | -0.28% | -2.44% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.27% | -0.02% | +3.27% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.03% | -0.10% | -0.28% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.02% | -0.01% | +11.55% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.00% | -0.08% | +4.48% | |
| 16 | BRO | Brown & Brown Inc | Stock-Financials | 0.91% | -0.12% | -3.79% | |
| 17 | AFL | Aflac Inc | Stock-Financials | 0.86% | -0.08% | -1.44% | |
| 18 | CTAS | Cintas CORP | Stock-Industrials | 0.85% | -0.09% | -2.91% | |
| 19 | CAT | Caterpillar Inc | Stock-Industrials | 0.83% | +0.20% | -1.68% | |
| 20 | ADP | Automatic Data Processing | Stock-Tech | 0.81% | -0.03% | -0.08% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.80% | -0.13% | +3.65% | |
| 22 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.79% | -0.07% | -1.01% | |
| 23 | SPGI | S&p Global Inc | Stock-Financials | 0.78% | -0.34% | +0.58% | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 0.72% | -0.02% | +0.43% | |
| 25 | NEE | Nextera Energy Inc | Stock-Utilities | 0.72% | -0.18% | -3.03% | |
| 26 | ATO | Atmos Energy CORP | Stock-Utilities | 0.71% | -0.16% | +0.48% | |
| 27 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.71% | -0.14% | +0.01% | |
| 28 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.67% | -0.03% | +0.04% | |
| 29 | ROP | Roper Technologies Inc | Stock-Tech | 0.66% | -0.08% | +1.08% | |
| 30 | LIN | Linde plc | Stock-Materials | 0.65% | -0.09% | -1.44% | |
| 31 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.63% | -0.02% | -6.98% | |
| 32 | ABT | Abbott Laboratories | Stock-Healthcare | 0.62% | -0.13% | +0.71% | |
| 33 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.62% | -0.30% | EXIT | |
| 34 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.60% | -0.02% | +1.59% | |
| 35 | AOS | Smith (a.o.) CORP | Stock-Industrials | 0.56% | -0.04% | -0.99% | |
| 36 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.54% | — | -2.31% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.54% | -0.02% | +5.49% | |
| 38 | FAST | Fastenal Co | Stock-Industrials | 0.46% | -0.08% | -4.67% | |
| 39 | TGT | Target CORP | Stock-Consumer Disc | 0.45% | — | -10.36% | |
| 40 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.41% | -0.03% | -0.00% | |
| 41 | NDSN | Nordson CORP | Stock-Industrials | 0.41% | -0.04% | -8.83% | |
| 42 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 0.39% | -0.06% | -3.91% | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.35% | -0.01% | -1.77% | |
| 44 | XLV | Ss Health Care Select Sector | ETF-Other | 0.34% | -0.02% | -5.36% | |
| 45 | BND | Vanguard Total Bond Market | ETF-Other | 0.30% | -0.03% | +17.74% | |
| 46 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.27% | — | -0.92% | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.26% | +0.03% | +4.02% | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.26% | -0.06% | +4.49% | |
| 49 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.24% | -0.06% | +7.82% | |
| 50 | HON | Honeywell International Inc | Stock-Industrials | 0.23% | -0.20% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | +1.2% | +314.69% | Add |
| 2 | IGM | Ishares Expanded Tech Sector | +0.4% | +3.05% | Add |
| 3 | SCHB | Schwab US Broad Market ETF | +0.4% | +210.00% | Add |
| 4 | NVDA | Nvidia CORP | +0.2% | +3.27% | Add |
| 5 | IJR | Ishares Core S&p Small-cap E | +0.1% | +8.12% | Add |
| 6 | AVLV | Avantis US Large Cap Value | +0.1% | +3.04% | Add |
| 7 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | New buy |
| 8 | WMT | Walmart Inc | +0.1% | +101.86% | Add |
| 9 | SO | Southern Co/the | +0.1% | NEW | New buy |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +11.55% | Add |
| 11 | AMZN | Amazon.com Inc | +0.1% | +5.49% | Add |
| 12 | TSLA | Tesla Inc | +0.1% | -1.77% | Trim |
| 13 | SMH | Vaneck Semiconductor ETF | +0.1% | +105.98% | Add |
| 14 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | +60.56% | Add |
| 15 | PANW | Palo Alto Networks Inc | +0.1% | +232.77% | Add |
| 16 | MLI | Mueller Industries Inc | +0.1% | NEW | New buy |
| 17 | CFFN | Capitol Federal Financial In | +0.1% | NEW | New buy |
| 18 | VGT | Vanguard Info Tech ETF | +0.1% | NEW | New buy |
| 19 | EVRG | Evergy Inc | +0.1% | NEW | New buy |
| 20 | JEPQ | JPM Nasdaq Equity Premium | +0.1% | NEW | New buy |
| 21 | COST | Costco Wholesale CORP | +0.1% | NEW | New buy |
| 22 | VOO | Vanguard S&p 500 ETF | 0% | +4.48% | Add |
| 23 | NFLX | Netflix Inc | 0% | NEW | New buy |
| 24 | AAPL | Apple Inc | 0% | -0.91% | Trim |
| 25 | XLI | Ss Industrial Select Sector | -0.1% | EXIT | Sold out |
| 26 | TMO | Thermo Fisher Scientific Inc | -0.1% | EXIT | Sold out |
| 27 | MMD | Nyli Mackay Dt Muni Oppo Fnd | -0.1% | EXIT | Sold out |
| 28 | NKE | Nike Inc -cl B | -0.1% | EXIT | Sold out |
| 29 | ANETEUR | Arista Networks Inc | -0.1% | EXIT | Sold out |
| 30 | ROP | Roper Technologies Inc | -0.1% | +1.08% | Add |
| 31 | PLUS | Eplus Inc | -0.1% | EXIT | Sold out |
| 32 | LOW | Lowe's Cos Inc | -0.1% | +0.01% | Add |
| 33 | XLV | Ss Health Care Select Sector | -0.1% | -5.36% | Trim |
| 34 | AMD | Advanced Micro Devices | -0.1% | -39.30% | Trim |
| 35 | ARM | Arm Holdings Plc-adr | -0.1% | EXIT | Sold out |
| 36 | ABBV | Abbvie Inc | -0.1% | +0.43% | Add |
| 37 | BRO | Brown & Brown Inc | -0.1% | -3.79% | Trim |
| 38 | MUB | Ishares National Muni Bond E | -0.1% | -2.44% | Trim |
| 39 | CAT | Caterpillar Inc | -0.1% | -1.68% | Trim |
| 40 | AFL | Aflac Inc | -0.1% | -1.44% | Trim |
| 41 | TGT | Target CORP | -0.1% | -10.36% | Trim |
| 42 | LIN | Linde plc | -0.1% | -1.44% | Trim |
| 43 | SHW | Sherwin-williams Co/the | -0.2% | -1.01% | Trim |
| 44 | NEE | Nextera Energy Inc | -0.2% | -3.03% | Trim |
| 45 | CTAS | Cintas CORP | -0.2% | -2.91% | Trim |
| 46 | NDSN | Nordson CORP | -0.2% | -8.83% | Trim |
| 47 | AOS | Smith (a.o.) CORP | -0.2% | -0.99% | Trim |
| 48 | DGRO | Ishares Core Dividend Growth | -0.3% | +1.57% | Add |
| 49 | SCHD | Schwab US Dvd Equity ETF | -0.3% | +189.25% | Add |
| 50 | AGG | Ishares Core U.s. Aggregate | -0.4% | +1.92% | Add |
According to official SEC Form 13F filings, Legacy Financial Strategies, LLC reported a total U.S. public equity portfolio value of $645.7M across 119 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 SCHG, SCHB, AGG) accounted for 36.3% of total reported equity market value during Q4 2024.
Top New Position Initiated
PLTR
市值: $551.1K
Top Position Liquidated / Trimmed
ARM
前期市值: $399.7K
During Q4 2024, Legacy Financial Strategies, LLC's top holdings by market value included SCHG (16.5%)、SCHB (11.6%)、AGG (8.2%). The largest single position, SCHG, represented 16.5% of total portfolio value.
In Q4 2024, Legacy Financial Strategies, LLC made 50 total portfolio adjustments, initiating 9 new buys, adding to 19 positions, trimming 15 holdings, and fully liquidating 7 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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