LS
| |
LEGACY SOLUTIONS, LLC13F | |
| LEGACY SOLUTIONS, LLC | |
| Last update 2025-07-16 | 78 Stocks (9 new) |
| Value $104.00 Mil | Turnover 6 % |
LEGACY SOLUTIONS, LLC Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPLG | SPDR Portfolio S&P 500 ETF | 226,767 | 16,483.7 | +4.98% | 15.790 | +0.75% | 0.020 | +19.73% | +7.98% | 77,449.7 | ||
SPDW |
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
| 214,437 | 8,682.5 | +3.36% | 8.320 | +0.27% | 0.030 | +12.27% | +21.21% | 27,253.0 | ||
IUSG | ISHARES TRUST | 52,251 | 7,858.6 | +1.81% | 7.530 | +0.13% | 0.030 | +26.54% | +10.13% | 23,728.0 | ||
IUSV | ISHARES TRUST | 73,408 | 6,946.6 | +1.98% | 6.660 | +0.13% | 0.030 | +12.43% | +5.07% | 21,272.3 | ||
CGGR | Capital Group Growth ETF | 158,030 | 6,423.9 | +2.07% | 6.150 | +0.12% | 0.050 | +26.62% | +10.95% | 14,156.3 | ||
MOAT | VanEck Morningstar Wide Moat ETF | 62,116 | 5,825.8 | -1.20% | 5.580 | -0.07% | 0.050 | +19.05% | +4.93% | 12,891.8 | ||
IVOO | Vanguard S&P Mid-Cap 400 ETF | 38,325 | 4,023.3 | +3.07% | 3.850 | +0.11% | 0.160 | +16.57% | +3.10% | 2,630.0 | ||
SPSM |
SPDR Portfolio S&P 600 Small Cap ETF
SPDR Portfolio S&P 600 Small Cap ETF
| 76,140 | 3,243.6 | +3.96% | 3.110 | +0.12% | 0.030 | +17.14% | -1.27% | 11,781.0 | ||
SPEM | SPDR Portfolio Emerging Markets ETF | 72,608 | 3,103.3 | +4.24% | 2.970 | +0.12% | 0.030 | +15.54% | +15.57% | 12,621.8 | ||
HTRB | Hartford Total Return Bond ETF | 73,107 | 2,476.2 | +1.75% | 2.370 | +0.04% | 0.120 | +2.33% | +3.45% | 2,024.3 |
LEGACY SOLUTIONS, LLC's Historical Top Holdings Breakdowns
LEGACY SOLUTIONS, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
GLD | SPDR Gold Shares ETF | 2025-06-30 | New Buy New Buy | +1.04% | 273.71 ($302.58) 316.29 | $316.10 | 4.47% | New holding | 3,565 | 3,565 | |
SPLG | SPDR Portfolio S&P 500 ETF | 2025-06-30 | Add Add | +0.75% | 58.41 ($67.22) 72.69 | $73.98 | 10.06% | Add 4.98% | 226,767 | 10,762 | |
COWZ | Pacer US Cash Cows 100 ETF | 2025-06-30 | Sold Out Sold Out | -0.29% | 47.46 ($52.98) 55.3 | $56.77 | 7.15% | Sold Out | 0 | -4,865 | |
IWF | iShares Russell 1000 Growth ETF | 2025-06-30 | New Buy New Buy | +0.27% | 320.42 ($382.13) 424.58 | $432.64 | 13.22% | New holding | 652 | 652 | |
SPDW |
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
| 2025-06-30 | Add Add | +0.27% | 32.66 ($38.31) 40.75 | $40.67 | 6.16% | Add 3.36% | 214,437 | 6,971 | |
BDX | Becton Dickinson & Co | 2025-06-30 | Sold Out Sold Out | -0.25% | 165.15 ($184.01) 229.06 | $181.28 | -1.48% | Sold Out | 0 | -1,004 | |
XOM | Exxon Mobil Corp | 2025-06-30 | New Buy New Buy | +0.24% | 99.93 ($107.09) 119.04 | $108.54 | 1.35% | New holding | 2,277 | 2,277 | |
VUSB | Vanguard Ultra-Short Bond ETF | 2025-06-30 | Add Add | +0.24% | 49.49 ($49.68) 49.87 | $49.81 | 0.26% | Add 19.83% | 30,075 | 4,976 | |
IBM |
International Business Machines Corp
International Business Machines Corp
| 2025-06-30 | New Buy New Buy | +0.23% | 221.03 ($257.49) 294.78 | $281.96 | 9.50% | New holding | 816 | 816 | |
JPM | JPMorgan Chase & Co | 2025-06-30 | New Buy New Buy | +0.22% | 210.28 ($255.03) 289.91 | $291.43 | 14.27% | New holding | 789 | 789 |
LEGACY SOLUTIONS, LLC Total Holding History ($B)
LEGACY SOLUTIONS, LLC's Asset Allocation
LEGACY SOLUTIONS, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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LEGACY SOLUTIONS, LLC's Hypothetical Growth since 2025-06-30
LEGACY SOLUTIONS, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
LEGACY SOLUTIONS, LLC's Holdings Heat Map
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LEGACY SOLUTIONS, LLC's Holdings Bubble Chart
LEGACY SOLUTIONS, LLC News
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