Legacy Financial Group LLC Q1 2025 Filing
Filed April 10, 2025
Portfolio Value
$650.1M
Holdings
111
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (111 positions)
| Stock | Value |
|---|---|
IUSGISHARES TR | $58.6M |
HELOJ P MORGAN EXCHANGE TRADED F | $54.7M |
SDYSPDR SER TR | $50.0M |
BUFDFIRST TR EXCHNG TRADED FD VI | $47.8M |
VOOVANGUARD INDEX FDS | $32.1M |
VBVANGUARD INDEX FDS | $29.9M |
IUSBISHARES TR | $25.2M |
BINCBLACKROCK ETF TRUST II | $23.6M |
IGIBISHARES TR | $17.9M |
BSJQINVESCO EXCH TRD SLF IDX FD | $17.6M |
EMXCISHARES INC | $17.4M |
BSCRINVESCO EXCH TRD SLF IDX FD | $16.8M |
BSCSINVESCO EXCH TRD SLF IDX FD | $16.5M |
VEAVANGUARD TAX-MANAGED FDS | $15.9M |
QUALISHARES TR | $15.9M |
IVWISHARES TR | $14.7M |
BSJTINVESCO EXCH TRD SLF IDX FD | $14.6M |
BSVVANGUARD BD INDEX FDS | $13.4M |
DYNFBLACKROCK ETF TRUST | $12.6M |
IUSVISHARES TR | $11.1M |
SPYVSPDR SER TR | $10.7M |
SHYGISHARES TR | $10.5M |
USRTISHARES TR | $6.7M |
BNDVANGUARD BD INDEX FDS | $6.6M |
AOAISHARES TR | $6.5M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $5.5M |
IYWISHARES TR | $4.8M |
MBBISHARES TR | $4.8M |
EFVISHARES TR | $4.5M |
EFGISHARES TR | $4.3M |
IAU*ISHARES GOLD TR | $4.2M |
VOVANGUARD INDEX FDS | $4.2M |
MTUMISHARES TR | $3.8M |
ITOTISHARES TR | $3.8M |
TLHISHARES TR | $3.8M |
OEFISHARES TR | $3.7M |
CASYCASEYS GEN STORES INC | $3.6M |
MSFTMICROSOFT CORP | $3.0M |
AMZNAMAZON COM INC | $2.8M |
BSJPINVESCO EXCH TRD SLF IDX FD | $2.7M |
AAPLAPPLE INC | $2.4M |
VUGVANGUARD INDEX FDS | $1.9M |
ESNNORTHERN LTS FD TR II | $1.9M |
WMWASTE MGMT INC DEL | $1.8M |
DEDEERE & CO | $1.8M |
SPYSPDR S&P 500 ETF TR | $1.5M |
BSJRINVESCO EXCH TRD SLF IDX FD | $1.5M |
AORISHARES TR | $1.3M |
EMBISHARES TR | $1.0M |
IJRISHARES TR | $988K |
PG4PRINCIPAL FINANCIAL GROUP IN | $884K |
WMTWALMART INC | $882K |
CWBSPDR SER TR | $862K |
VOTVANGUARD INDEX FDS | $834K |
NUBDNUSHARES ETF TR | $747K |
VOEVANGUARD INDEX FDS | $746K |
TSLATESLA INC | $731K |
VTIVANGUARD INDEX FDS | $722K |
AOMISHARES TR | $693K |
WFCWELLS FARGO CO NEW | $650K |
TRVTRAVELERS COMPANIES INC | $631K |
IJHISHARES TR | $629K |
RLYSSGA ACTIVE ETF TR | $601K |
XSOEWISDOMTREE TR | $579K |
PRFINVESCO EXCHANGE TRADED FD T | $575K |
ORLYOREILLY AUTOMOTIVE INC | $574K |
BSJUINVESCO EXCH TRD SLF IDX FD | $570K |
HDHOME DEPOT INC | $557K |
BSJSINVESCO EXCH TRD SLF IDX FD | $551K |
TIPISHARES TR | $535K |
VTVVANGUARD INDEX FDS | $532K |
JEPIJ P MORGAN EXCHANGE TRADED F | $522K |
NULGNUSHARES ETF TR | $520K |
NVDANVIDIA CORPORATION | $503K |
IWCISHARES TR | $500K |
XOMEXXON MOBIL CORP | $491K |
NULVNUSHARES ETF TR | $453K |
LPLALPL FINL HLDGS INC | $447K |
AEEAMEREN CORP | $430K |
VDEVANGUARD WORLD FD | $409K |
IVVISHARES TR | $391K |
CATCATERPILLAR INC | $390K |
EMREMERSON ELEC CO | $386K |
NUDMNUSHARES ETF TR | $382K |
SCHVSCHWAB STRATEGIC TR | $372K |
FISVFISERV INC | $365K |
GQ9SPDR GOLD TR | $358K |
AQLTISHARES TR | $333K |
AQLTISHARES TR | $332K |
AOKISHARES TR | $320K |
VWOVANGUARD INTL EQUITY INDEX F | $309K |
KDPKEURIG DR PEPPER INC | $295K |
LAMRLAMAR ADVERTISING CO NEW | $293K |
TAT&T INC | $265K |
BNDXVANGUARD CHARLOTTE FDS | $265K |
VYMVANGUARD WHITEHALL FDS | $259K |
NDQINVESCO QQQ TR | $248K |
SCHDSCHWAB STRATEGIC TR | $246K |
PGPROCTER AND GAMBLE CO | $244K |
CTVACORTEVA INC | $237K |
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