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Legacy Financial Strategies, LLC Buys NVIDIA Corp, Stryker Corp, Invesco S&P 500 High Beta ETF, Sells Exact Sciences Corp, Procter & Gamble Co

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Nov 16, 2021
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Investment company Legacy Financial Strategies, LLC (Current Portfolio) buys NVIDIA Corp, Stryker Corp, Invesco S&P 500 High Beta ETF, sells Exact Sciences Corp, Procter & Gamble Co during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Legacy Financial Strategies, LLC. As of 2021Q3, Legacy Financial Strategies, LLC owns 62 stocks with a total value of $213 million. These are the details of the buys and sells.

For the details of Legacy Financial Strategies, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/legacy+financial+strategies%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Legacy Financial Strategies, LLC
  1. Schwab US Dividend Equity ETF (SCHD) - 495,694 shares, 17.31% of the total portfolio. Shares added by 2.22%
  2. Schwab U.S. Large-Cap Growth ETF (SCHG) - 210,289 shares, 14.65% of the total portfolio. Shares added by 3.10%
  3. Schwab U.S. Broad Market ETF (SCHB) - 223,940 shares, 10.94% of the total portfolio. Shares added by 2.92%
  4. iShares Core U.S. Aggregate Bond ETF (AGG) - 151,049 shares, 8.16% of the total portfolio. Shares added by 0.78%
  5. Vanguard Total Stock Market ETF (VTI) - 53,600 shares, 5.60% of the total portfolio. Shares added by 0.63%
New Purchase: NVIDIA Corp (NVDA)

Legacy Financial Strategies, LLC initiated holding in NVIDIA Corp. The purchase prices were between $181.61 and $228.43, with an estimated average price of $207.92. The stock is now traded at around $302.000000. The impact to a portfolio due to this purchase was 0.1%. The holding were 992 shares as of 2021-09-30.

New Purchase: Stryker Corp (SYK)

Legacy Financial Strategies, LLC initiated holding in Stryker Corp. The purchase prices were between $248.9 and $280.09, with an estimated average price of $267.47. The stock is now traded at around $262.870000. The impact to a portfolio due to this purchase was 0.1%. The holding were 765 shares as of 2021-09-30.

Added: Invesco S&P 500 High Beta ETF (SPHB)

Legacy Financial Strategies, LLC added to a holding in Invesco S&P 500 High Beta ETF by 34.74%. The purchase prices were between $68.02 and $76.39, with an estimated average price of $73.47. The stock is now traded at around $81.630000. The impact to a portfolio due to this purchase was 0.04%. The holding were 3,995 shares as of 2021-09-30.

Sold Out: Exact Sciences Corp (EXAS)

Legacy Financial Strategies, LLC sold out a holding in Exact Sciences Corp. The sale prices were between $90.24 and $124.05, with an estimated average price of $105.88.

Sold Out: Procter & Gamble Co (PG)

Legacy Financial Strategies, LLC sold out a holding in Procter & Gamble Co. The sale prices were between $135.24 and $145.68, with an estimated average price of $141.69.



Here is the complete portfolio of Legacy Financial Strategies, LLC. Also check out:

1. Legacy Financial Strategies, LLC's Undervalued Stocks
2. Legacy Financial Strategies, LLC's Top Growth Companies, and
3. Legacy Financial Strategies, LLC's High Yield stocks
4. Stocks that Legacy Financial Strategies, LLC keeps buying

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