Tanglewood Legacy Advisors, LLC Q1 2025 Filing
Filed April 22, 2025
Portfolio Value
$228.2B
Holdings
293
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (293 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | INTUINTUIT INC | 50 | $30.7M | 0.01% | |
| 202 | PRUPRUDENTIAL FINANCIAL | 269 | $30.0M | 0.01% | |
| 203 | XELXCEL ENERGY | 410 | $29.0M | 0.01% | |
| 204 | MUABLACKROCK MUNIASSETS | 2,680 | $29.0M | 0.01% | |
| 205 | XMMOINVESCO S&P | 245 | $27.9M | 0.01% | |
| 206 | HRBBLOCK H&R | 500 | $27.5M | 0.01% | |
| 207 | FMBFIRST TRUST | 539 | $27.2M | 0.01% | |
| 208 | MCKMCKESSON CORP | 40 | $26.9M | 0.01% | |
| 209 | AVEMAVANTIS EMERGING | 435 | $26.2M | 0.01% | |
| 210 | PLTRPALANTIR TECHNOLOGIES | 300 | $25.3M | 0.01% | |
| 211 | TMOTHERMO FISHER | 50 | $24.9M | 0.01% | |
| 212 | HTABHARTFORD SCHRODERS | 1,275 | $24.4M | 0.01% | |
| 213 | UNPUNION PACIFIC CORP | 99 | $23.4M | 0.01% | |
| 214 | ASMLASML HOLDING | 35 | $23.2M | 0.01% | |
| 215 | VBVANGUARD SMALL | 104 | $23.1M | 0.01% | |
| 216 | UBERUBER TECHNOLOGIES | 300 | $21.9M | 0.01% | |
| 217 | HIIHUNTINGTON INGALLS | 106 | $21.6M | 0.01% | |
| 218 | CCLCARNIVAL CORP | 1,100 | $21.5M | 0.01% | |
| 219 | CARRCARRIER GLOBAL | 335 | $21.2M | 0.01% | |
| 220 | PNCPNC FINANCIAL | 120 | $21.1M | 0.01% | |
| 221 | FIXDFIRST TRUST | 480 | $21.0M | 0.01% | |
| 222 | RCLROYAL CARIBBEAN | 100 | $20.6M | 0.01% | |
| 223 | VTRSVIATRIS INC | 2,358 | $20.5M | 0.01% | |
| 224 | FFORD MOTOR | 2,000 | $20.1M | 0.01% | |
| 225 | WOPWOODSIDE ENERGY | 1,360 | $19.7M | 0.01% | |
| 226 | PBWINVESCO WILDERHILL | 1,221 | $19.2M | 0.01% | |
| 227 | OGSONE GAS | 250 | $18.9M | 0.01% | |
| 228 | XMHQINVESCO S&P | 200 | $18.3M | 0.01% | |
| 229 | CCCHEMOURS COMPANY | 1,336 | $18.1M | 0.01% | |
| 230 | OGNORGANON & CO | 1,198 | $17.8M | 0.01% | |
| 231 | ETDETHAN ALLEN | 643 | $17.8M | 0.01% | |
| 232 | CTRACOTERRA ENERGY | 600 | $17.3M | 0.01% | |
| 233 | OTISOTIS WORLDWIDE | 167 | $17.2M | 0.01% | |
| 234 | MAMASTERCARD INC | 31 | $17.0M | 0.01% | |
| 235 | PEPPEPSICO INC | 105 | $15.7M | 0.01% | |
| 236 | XMVMINVESCO S&P | 295 | $15.6M | 0.01% | |
| 237 | MRSHMARSH & MCLENNAN | 61 | $14.9M | 0.01% | |
| 238 | AGGISHARES CORE | 144 | $14.2M | 0.01% | |
| 239 | TAT&T INC | 465 | $13.2M | 0.01% | |
| 240 | K6BKBR INC | 260 | $13.0M | 0.01% | |
| 241 | EOGEOG RESOURCES | 100 | $12.8M | 0.01% | |
| 242 | VRTXVERTEX PHARMACEUTICALS | 25 | $12.1M | 0.01% | |
| 243 | ACVFAMERICAN CONSERVATIVE | 280 | $12.0M | 0.01% | |
| 244 | SUSAISHARES MSCI | 104 | $11.9M | 0.01% | |
| 245 | GRMNGARMIN LTD | 55 | $11.9M | 0.01% | |
| 246 | MATMATTEL INC | 600 | $11.7M | 0.01% | |
| 247 | UNHUNITEDHEALTH GROUP | 22 | $11.5M | 0.01% | |
| 248 | MAGAPOINT BRIDGE | 230 | $11.1M | 0.00% | |
| 249 | OXYOCCIDENTAL PETROLEUM | 200 | $9.9M | 0.00% | |
| 250 | SOLVSOLVENTUM CORP | 125 | $9.5M | 0.00% | |
| 251 | BABOEING COMPANY | 50 | $8.5M | 0.00% | |
| 252 | EXEEXPAND ENERGY | 74 | $8.2M | 0.00% | |
| 253 | BXMTBLACKSTONE MORTGAGE | 400 | $8.0M | 0.00% | |
| 254 | HPEHEWLETT PACKARD | 502 | $7.7M | 0.00% | |
| 255 | MAINMAIN STREET | 135 | $7.6M | 0.00% | |
| 256 | ACNACCENTURE PLC | 24 | $7.5M | 0.00% | |
| 257 | SPXLDIREXION DAILY | 52 | $7.3M | 0.00% | |
| 258 | WFCWELLS FARGO | 100 | $7.2M | 0.00% | |
| 259 | SRESEMPRA | 100 | $7.1M | 0.00% | |
| 260 | QUALISHARES MSCI | 41 | $7.0M | 0.00% | |
| 261 | ARMKARAMARK | 200 | $6.9M | 0.00% | |
| 262 | HUBSHUBSPOT INC | 12 | $6.9M | 0.00% | |
| 263 | IYHISHARES U S | 110 | $6.7M | 0.00% | |
| 264 | GISGENERAL MILLS | 110 | $6.6M | 0.00% | |
| 265 | DEAEASTERLY GOVERNMENT | 525 | $5.6M | 0.00% | |
| 266 | SHYISHARES 1-3YR | 66 | $5.5M | 0.00% | |
| 267 | ARMARM HOLDINGS | 50 | $5.3M | 0.00% | |
| 268 | DHRDANAHER CORP | 26 | $5.3M | 0.00% | |
| 269 | NKENIKE INC | 60 | $3.8M | 0.00% | |
| 270 | OEFISHARES S&P | 14 | $3.8M | 0.00% | |
| 271 | ILCGISHARES MORNINGSTAR | 44 | $3.6M | 0.00% | |
| 272 | PRFINVESCO FTSE | 86 | $3.5M | 0.00% | |
| 273 | BPBP PLC | 100 | $3.4M | 0.00% | |
| 274 | MDYGSPDR SERIES | 39 | $3.1M | 0.00% | |
| 275 | BROSDUTCH BROS | 50 | $3.1M | 0.00% | |
| 276 | SUSBISHARES TRUST | 123 | $3.1M | 0.00% | |
| 277 | MGMMGM RESORTS | 100 | $3.0M | 0.00% | |
| 278 | MIGAMICROSTRATEGY INC | 9 | $2.6M | 0.00% | |
| 279 | KLGWK KELLOGG | 126 | $2.5M | 0.00% | |
| 280 | KDKYNDRYL HOLDINGS | 65 | $2.0M | 0.00% | |
| 281 | AQLTISHARES SELECT | 15 | $2.0M | 0.00% | |
| 282 | BIVVANGUARD INTERMEDIATE | 23 | $1.8M | 0.00% | |
| 283 | ZIMVZIMVIE INC | 163 | $1.8M | 0.00% | |
| 284 | DFACDIMENSIONAL US | 50 | $1.6M | 0.00% | |
| 285 | ZMZOOM COMMUNICATIONS | 20 | $1.5M | 0.00% | |
| 286 | WBDWARNER BROS | 112 | $1.2M | 0.00% | |
| 287 | VSTSVESTIS CORP | 100 | $990K | 0.00% | |
| 288 | DJTTRUMP MEDIA | 50 | $977K | 0.00% | |
| 289 | OXY/WSOCCIDENTAL PETE | 34 | $941K | 0.00% | |
| 290 | GMEGAMESTOP CORP | 20 | $446K | 0.00% | |
| 291 | FSLYFASTLY INC | 50 | $317K | 0.00% | |
| 292 | WABWABTEC | 1 | $181K | 0.00% | |
| 293 | OGIEURORGANIGRAM HLDGS | 126 | $127K | 0.00% |
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