Legacy Financial Group LLC Q1 2025 Filing
Filed April 10, 2025
Portfolio Value
$650.1B
Holdings
111
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (111 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IUSGISHARES TR | 461,280 | $58.6B | 9.02% | |
| 2 | HELOJ P MORGAN EXCHANGE TRADED F | 915,803 | $54.7B | 8.41% | |
| 3 | SDYSPDR SER TR | 368,348 | $50.0B | 7.69% | |
| 4 | BUFDFIRST TR EXCHNG TRADED FD VI | 1,917,238 | $47.8B | 7.36% | |
| 5 | VOOVANGUARD INDEX FDS | 62,547 | $32.1B | 4.94% | |
| 6 | VBVANGUARD INDEX FDS | 134,892 | $29.9B | 4.60% | |
| 7 | IUSBISHARES TR | 546,209 | $25.2B | 3.87% | |
| 8 | BINCBLACKROCK ETF TRUST II | 451,471 | $23.6B | 3.64% | |
| 9 | IGIBISHARES TR | 340,366 | $17.9B | 2.75% | |
| 10 | BSJQINVESCO EXCH TRD SLF IDX FD | 758,569 | $17.6B | 2.71% | |
| 11 | EMXCISHARES INC | 315,837 | $17.4B | 2.68% | |
| 12 | BSCRINVESCO EXCH TRD SLF IDX FD | 857,471 | $16.8B | 2.58% | |
| 13 | BSCSINVESCO EXCH TRD SLF IDX FD | 811,321 | $16.5B | 2.54% | |
| 14 | VEAVANGUARD TAX-MANAGED FDS | 313,658 | $15.9B | 2.45% | |
| 15 | QUALISHARES TR | 92,949 | $15.9B | 2.44% | |
| 16 | IVWISHARES TR | 158,647 | $14.7B | 2.27% | |
| 17 | BSJTINVESCO EXCH TRD SLF IDX FD | 690,857 | $14.6B | 2.24% | |
| 18 | BSVVANGUARD BD INDEX FDS | 171,174 | $13.4B | 2.06% | |
| 19 | DYNFBLACKROCK ETF TRUST | 258,782 | $12.6B | 1.94% | |
| 20 | IUSVISHARES TR | 119,761 | $11.1B | 1.70% | |
| 21 | SPYVSPDR SER TR | 208,765 | $10.7B | 1.64% | |
| 22 | SHYGISHARES TR | 247,630 | $10.5B | 1.62% | |
| 23 | USRTISHARES TR | 116,643 | $6.7B | 1.03% | |
| 24 | BNDVANGUARD BD INDEX FDS | 89,748 | $6.6B | 1.01% | |
| 25 | AOAISHARES TR | 84,680 | $6.5B | 1.00% | |
| 26 | BRK/BBERKSHIRE HATHAWAY INC DEL | 10,365 | $5.5B | 0.85% | |
| 27 | IYWISHARES TR | 34,504 | $4.8B | 0.75% | |
| 28 | MBBISHARES TR | 51,667 | $4.8B | 0.75% | |
| 29 | EFVISHARES TR | 77,079 | $4.5B | 0.70% | |
| 30 | EFGISHARES TR | 43,137 | $4.3B | 0.66% | |
| 31 | IAU*ISHARES GOLD TR | 72,059 | $4.2B | 0.65% | |
| 32 | VOVANGUARD INDEX FDS | 16,053 | $4.2B | 0.64% | |
| 33 | MTUMISHARES TR | 18,893 | $3.8B | 0.59% | |
| 34 | ITOTISHARES TR | 31,276 | $3.8B | 0.59% | |
| 35 | TLHISHARES TR | 36,544 | $3.8B | 0.58% | |
| 36 | OEFISHARES TR | 13,615 | $3.7B | 0.57% | |
| 37 | CASYCASEYS GEN STORES INC | 8,347 | $3.6B | 0.56% | |
| 38 | MSFTMICROSOFT CORP | 7,951 | $3.0B | 0.46% | |
| 39 | AMZNAMAZON COM INC | 14,454 | $2.8B | 0.42% | |
| 40 | BSJPINVESCO EXCH TRD SLF IDX FD | 119,006 | $2.7B | 0.42% | |
| 41 | AAPLAPPLE INC | 10,694 | $2.4B | 0.37% | |
| 42 | VUGVANGUARD INDEX FDS | 5,160 | $1.9B | 0.29% | |
| 43 | ESNNORTHERN LTS FD TR II | 123,372 | $1.9B | 0.29% | |
| 44 | WMWASTE MGMT INC DEL | 7,672 | $1.8B | 0.27% | |
| 45 | DEDEERE & CO | 3,755 | $1.8B | 0.27% | |
| 46 | SPYSPDR S&P 500 ETF TR | 2,753 | $1.5B | 0.24% | |
| 47 | BSJRINVESCO EXCH TRD SLF IDX FD | 65,755 | $1.5B | 0.23% | |
| 48 | AORISHARES TR | 23,290 | $1.3B | 0.21% | |
| 49 | EMBISHARES TR | 11,539 | $1.0B | 0.16% | |
| 50 | IJRISHARES TR | 9,445 | $987.7M | 0.15% | |
| 51 | PG4PRINCIPAL FINANCIAL GROUP IN | 10,472 | $883.5M | 0.14% | |
| 52 | WMTWALMART INC | 10,042 | $881.6M | 0.14% | |
| 53 | CWBSPDR SER TR | 11,254 | $862.3M | 0.13% | |
| 54 | VOTVANGUARD INDEX FDS | 3,410 | $834.2M | 0.13% | |
| 55 | NUBDNUSHARES ETF TR | 33,654 | $746.6M | 0.11% | |
| 56 | VOEVANGUARD INDEX FDS | 4,644 | $745.5M | 0.11% | |
| 57 | TSLATESLA INC | 2,819 | $730.6M | 0.11% | |
| 58 | VTIVANGUARD INDEX FDS | 2,626 | $721.7M | 0.11% | |
| 59 | AOMISHARES TR | 15,790 | $692.9M | 0.11% | |
| 60 | WFCWELLS FARGO CO NEW | 9,048 | $649.6M | 0.10% | |
| 61 | TRVTRAVELERS COMPANIES INC | 2,388 | $631.4M | 0.10% | |
| 62 | IJHISHARES TR | 10,772 | $628.6M | 0.10% | |
| 63 | RLYSSGA ACTIVE ETF TR | 21,043 | $600.6M | 0.09% | |
| 64 | XSOEWISDOMTREE TR | 18,745 | $578.6M | 0.09% | |
| 65 | PRFINVESCO EXCHANGE TRADED FD T | 14,234 | $575.2M | 0.09% | |
| 66 | ORLYOREILLY AUTOMOTIVE INC | 401 | $574.5M | 0.09% | |
| 67 | BSJUINVESCO EXCH TRD SLF IDX FD | 22,344 | $569.6M | 0.09% | |
| 68 | HDHOME DEPOT INC | 1,520 | $557.2M | 0.09% | |
| 69 | BSJSINVESCO EXCH TRD SLF IDX FD | 25,476 | $551.3M | 0.08% | |
| 70 | TIPISHARES TR | 4,819 | $535.3M | 0.08% | |
| 71 | VTVVANGUARD INDEX FDS | 3,082 | $532.4M | 0.08% | |
| 72 | JEPIJ P MORGAN EXCHANGE TRADED F | 9,134 | $521.9M | 0.08% | |
| 73 | NULGNUSHARES ETF TR | 6,645 | $520.2M | 0.08% | |
| 74 | NVDANVIDIA CORPORATION | 4,641 | $503.0M | 0.08% | |
| 75 | IWCISHARES TR | 4,508 | $500.0M | 0.08% | |
| 76 | XOMEXXON MOBIL CORP | 4,126 | $490.7M | 0.08% | |
| 77 | NULVNUSHARES ETF TR | 11,185 | $452.9M | 0.07% | |
| 78 | LPLALPL FINL HLDGS INC | 1,366 | $446.9M | 0.07% | |
| 79 | AEEAMEREN CORP | 4,280 | $429.7M | 0.07% | |
| 80 | VDEVANGUARD WORLD FD | 3,151 | $408.7M | 0.06% | |
| 81 | IVVISHARES TR | 695 | $390.8M | 0.06% | |
| 82 | CATCATERPILLAR INC | 1,183 | $390.0M | 0.06% | |
| 83 | EMREMERSON ELEC CO | 3,521 | $386.0M | 0.06% | |
| 84 | NUDMNUSHARES ETF TR | 11,997 | $382.1M | 0.06% | |
| 85 | SCHVSCHWAB STRATEGIC TR | 13,980 | $371.6M | 0.06% | |
| 86 | FISVFISERV INC | 1,655 | $365.5M | 0.06% | |
| 87 | GQ9SPDR GOLD TR | 1,241 | $357.6M | 0.06% | |
| 88 | AQLTISHARES TR | 4,407 | $333.4M | 0.05% | |
| 89 | AQLTISHARES TR | 14,454 | $332.2M | 0.05% | |
| 90 | AOKISHARES TR | 8,507 | $320.1M | 0.05% | |
| 91 | VWOVANGUARD INTL EQUITY INDEX F | 6,833 | $309.3M | 0.05% | |
| 92 | KDPKEURIG DR PEPPER INC | 8,619 | $294.9M | 0.05% | |
| 93 | LAMRLAMAR ADVERTISING CO NEW | 2,577 | $293.2M | 0.05% | |
| 94 | TAT&T INC | 9,370 | $265.0M | 0.04% | |
| 95 | BNDXVANGUARD CHARLOTTE FDS | 5,422 | $264.7M | 0.04% | |
| 96 | VYMVANGUARD WHITEHALL FDS | 2,010 | $259.2M | 0.04% | |
| 97 | NDQINVESCO QQQ TR | 529 | $247.9M | 0.04% | |
| 98 | SCHDSCHWAB STRATEGIC TR | 8,808 | $246.3M | 0.04% | |
| 99 | PGPROCTER AND GAMBLE CO | 1,430 | $243.7M | 0.04% | |
| 100 | CTVACORTEVA INC | 3,766 | $237.0M | 0.04% |
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