Legacy Financial Group LLC
CIK Number: 0001834011
Main Sectors:
Top Industries:
Filing Date: Apr 10, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IUSG | iShares Core S&... | 161.40 | +0.91% | 461.28K | -1.68% | 58.62M | 116.8 | 9.02% | Share |
| 2 | HELO | JPMorgan Hedged... | 64.63 | +0.21% | 915.8K | +2.27% | 54.66M | 61.63 | 8.41% | Share |
| 3 | SDY | SPDR S&P Divide... | 139.58 | -0.2% | 368.35K | -2.39% | 49.98M | 130.54 | 7.69% | Share |
| 4 | BUFD | FT Cboe Vest Fu... | 27.38 | +0.22% | 1.92M | +5.83K% | 47.84M | 24.93 | 7.36% | Share |
| 5 | VOO | Vanguard S&P 50... | 599.64 | +0.28% | 62.55K | -7.86% | 32.14M | 473.68 | 4.94% | Share |
| 6 | VB | Vanguard Small ... | 253.62 | -0.15% | 134.89K | -1.73% | 29.91M | 225.26 | 4.60% | Share |
| 7 | IUSB | iShares Core To... | 46.78 | +0.15% | 546.21K | -1.25% | 25.17M | 45.4 | 3.87% | Share |
| 8 | BINC | Blackrock Etf T... | 53.19 | -0.02% | 451.47K | +2.74% | 23.65M | 52.85 | 3.64% | Share |
| 9 | IGIB | iShares 5-10 Ye... | 54.17 | +0.24% | 340.37K | +1.13% | 17.88M | 51.58 | 2.75% | Share |
| 10 | BSJQ | Invesco BulletS... | 23.47 | -0.02% | 758.57K | -1.86% | 17.59M | 23.16 | 2.71% | Share |
| 11 | EMXC | iShares MSCI Em... | 65.85 | +1.29% | 315.84K | +5.03% | 17.4M | 59.9 | 2.68% | Share |
| 12 | BSCR | Invesco BulletS... | 19.74 | +0.05% | 857.47K | +0.23% | 16.8M | 19.26 | 2.58% | Share |
| 13 | BSCS | Invesco BulletS... | 20.63 | +0.05% | 811.32K | +0.84% | 16.51M | 20.01 | 2.54% | Share |
| 14 | VEA | Vanguard Develo... | 59.41 | +0.08% | 313.66K | -16.73% | 15.94M | 49.69 | 2.45% | Share |
| 15 | QUAL | iShares MSCI US... | 189.56 | -0.23% | 92.95K | +16.71% | 15.88M | 164.56 | 2.44% | Share |
| 16 | IVW | iShares S&P 500... | 118.25 | +0.94% | 158.65K | +0.50% | 14.73M | 87.82 | 2.27% | Share |
| 17 | BSJT | Invesco BulletS... | 21.62 | +0.12% | 690.86K | +4.58% | 14.56M | 21.29 | 2.24% | Share |
| 18 | BSV | Vanguard Short-... | 78.96 | +0.04% | 171.17K | +1.20% | 13.4M | 76.82 | 2.06% | Share |
| 19 | DYNF | BlackRock U.S. ... | 57.89 | +0.10% | 258.78K | +0.41% | 12.62M | 44.67 | 1.94% | Share |
| 20 | IUSV | iShares Core S&... | 97.94 | -0.52% | 119.76K | +39.71% | 11.05M | 90.78 | 1.70% | Share |
| 21 | SPYV | SPDR Portfolio ... | 54.12 | -0.51% | 208.76K | +5.44% | 10.66M | 48.72 | 1.64% | Share |
| 22 | SHYG | iShares 0-5 Yea... | 43.15 | +0.05% | 247.63K | +0.69% | 10.53M | 42.66 | 1.62% | Share |
| 23 | USRT | iShares Core U.... | 58.42 | -0.15% | 116.64K | -2.04% | 6.72M | 53.18 | 1.03% | Share |
| 24 | BND | Vanguard Total ... | 74.50 | +0.17% | 89.75K | +1.64% | 6.59M | 71.82 | 1.01% | Share |
| 25 | AOA | iShares Core Ag... | 86.69 | +0.30% | 84.68K | -6.73% | 6.48M | 73.95 | 1.00% | Share |
| 26 | BRK-B | Berkshire Hatha... | 490.13 | -0.53% | 10.37K | -4.23% | 5.52M | 416.77 | 0.85% | Share |
| 27 | IYW | iShares U.S. Te... | 187.36 | +1.29% | 34.5K | +3.48% | 4.85M | 133.81 | 0.75% | Share |
| 28 | MBB | iShares MBS ETF | 95.29 | +0.20% | 51.67K | -20.95% | 4.85M | 91.83 | 0.75% | Share |
| 29 | EFV | iShares MSCI EA... | 67.52 | +0.12% | 77.08K | -28.94% | 4.54M | 54.22 | 0.70% | Share |
| 30 | EFG | iShares MSCI EA... | 112.34 | -0.16% | 43.14K | -28.31% | 4.31M | 102.9 | 0.66% | Share |
| 31 | IAU | iShares Gold Tr... | 68.63 | +0.32% | 72.06K | +39.76% | 4.25M | 52.2 | 0.65% | Share |
| 32 | VO | Vanguard Mid Ca... | 289.84 | +0.04% | 16.05K | +4.25% | 4.15M | 246.8 | 0.64% | Share |
| 33 | MTUM | iShares MSCI US... | 254.32 | +2.37% | 18.89K | +2.25% | 3.82M | 206.81 | 0.59% | Share |
| 34 | ITOT | iShares Core S&... | 142.87 | +0.22% | 31.28K | +0.83% | 3.82M | 115.69 | 0.59% | Share |
| 35 | TLH | iShares 10-20 Y... | 103.50 | +0.43% | 36.54K | +100.00% | 3.79M | 103.75 | 0.58% | Share |
| 36 | OEF | iShares S&P 100... | 325.37 | +0.50% | 13.62K | +100.00% | 3.69M | 270.83 | 0.57% | Share |
| 37 | CASY | Casey's General... | 538.50 | -0.52% | 8.35K | -6.2% | 3.62M | 396.23 | 0.56% | Share |
| 38 | MSFT | Microsoft Corpo... | 500.37 | +0.39% | 7.95K | -7.81% | 2.98M | 421.5 | 0.46% | Share |
| 39 | AMZN | Amazon.com, Inc... | 230.33 | -3.32% | 14.45K | -8.27% | 2.75M | 173.41 | 0.42% | Share |
| 40 | BSJP | Invesco BulletS... | 23.10 | -0.01% | 119.01K | -39.74% | 2.74M | 22.93 | 0.42% | Share |
| 41 | AAPL | Apple Inc. | 226.79 | -3.23% | 10.69K | -4.25% | 2.38M | 172.28 | 0.37% | Share |
| 42 | VUG | Vanguard Growth... | 467.41 | +0.03% | 5.16K | -9.28% | 1.91M | 410.44 | 0.29% | Share |
| 43 | ESN | Essential 40 St... | 16.84 | +1.14% | 123.37K | -1.18% | 1.89M | 14.86 | 0.29% | Share |
| 44 | WM | Waste Managemen... | 217.75 | -0.64% | 7.67K | -12.76% | 1.78M | 201.79 | 0.27% | Share |
| 45 | DE | Deere & Company | 471.34 | -0.9% | 3.75K | -3.27% | 1.76M | 423.7 | 0.27% | Share |
| 46 | SPY | SPDR S&P 500 ET... | 652.24 | +0.29% | 2.75K | -4.41% | 1.54M | 586.08 | 0.24% | Share |
| 47 | BSJR | Invesco BulletS... | 22.80 | +0.09% | 65.75K | +3.64% | 1.47M | 22.25 | 0.23% | Share |
| 48 | AOR | iShares Core 60... | 63.58 | +0.19% | 23.29K | -1.73% | 1.34M | 55.46 | 0.21% | Share |
| 49 | EMB | iShares J.P. Mo... | 95.18 | +0.55% | 11.54K | +39.93% | 1.05M | 89.48 | 0.16% | Share |
| 50 | IJR | iShares Core S&... | 117.61 | -0.25% | 9.45K | -0.39% | 987.66K | 115.22 | 0.15% | Share |
| 51 | PFG | Principal Finan... | 80.07 | +0.04% | 10.47K | +5.09% | 883.52K | 77.75 | 0.14% | Share |
| 52 | WMT | Walmart Inc. | 100.42 | -1.83% | 10.04K | +13.35% | 881.55K | 90.05 | 0.14% | Share |
| 53 | CWB | SPDR Bloomberg ... | 87.65 | +0.18% | 11.25K | -6.69% | 862.3K | 73.7 | 0.13% | Share |
| 54 | VOT | Vanguard Mid-Ca... | 290.47 | -0.1% | 3.41K | 0.00% | 834.22K | 253.75 | 0.13% | Share |
| 55 | NUBD | Nuveen ESG U.S.... | 22.48 | -0.22% | 33.65K | -6.94% | 746.61K | 21.72 | 0.11% | Share |
| 56 | VOE | Vanguard Mid-Ca... | 171.88 | +0.11% | 4.64K | -9.51% | 745.55K | 161.77 | 0.11% | Share |
| 57 | TSLA | Tesla, Inc. | 347.78 | +0.23% | 2.82K | -9.85% | 730.58K | 403.84 | 0.11% | Share |
| 58 | VTI | Vanguard Total ... | 321.80 | +0.26% | 2.63K | 0.00% | 721.73K | 289.81 | 0.11% | Share |
| 59 | AOM | iShares Core Mo... | 47.20 | +0.21% | 15.79K | -0.31% | 692.87K | 42.71 | 0.11% | Share |
| 60 | WFC | Wells Fargo & C... | 80.28 | -0.59% | 9.05K | -33.16% | 649.56K | 57.61 | 0.10% | Share |
| 61 | TRV | The Travelers C... | 272.25 | -0.48% | 2.39K | -8.37% | 631.42K | 240.89 | 0.10% | Share |
| 62 | IJH | iShares Core S&... | 65.43 | -0.03% | 10.77K | -6.27% | 628.57K | 60.38 | 0.10% | Share |
| 63 | RLY | SPDR SSgA Multi... | 30.51 | +0.63% | 21.04K | -10.16% | 600.57K | 27.96 | 0.09% | Share |
| 64 | XSOE | WisdomTree Emer... | 36.79 | +0.77% | 18.75K | -27.25% | 578.64K | 29.73 | 0.09% | Share |
| 65 | PRF | Invesco FTSE RA... | 44.49 | +0.02% | 14.23K | -1.62% | 575.2K | 38.32 | 0.09% | Share |
| 66 | ORLY | O'Reilly Automo... | 105.11 | -1.69% | 401 | -20.75% | 574.47K | 1185.8 | 0.09% | Share |
| 67 | BSJU | Invesco Bullets... | 26.24 | +0.17% | 22.34K | +100.00% | 569.56K | 25.49 | 0.09% | Share |
| 68 | HD | The Home Depot,... | 413.28 | -0.5% | 1.52K | +0.53% | 557.16K | 388.87 | 0.09% | Share |
| 69 | BSJS | Invesco BulletS... | 22.16 | +0.09% | 25.48K | +14.83% | 551.3K | 21.97 | 0.08% | Share |
| 70 | TIP | iShares TIPS Bo... | 111.63 | +0.14% | 4.82K | -23.45% | 535.34K | 108.03 | 0.08% | Share |
| 71 | VTV | Vanguard Value ... | 183.80 | +0.73% | 3.08K | +2.19% | 532.38K | 169.37 | 0.08% | Share |
| 72 | JEPI | JPMorgan Equity... | 56.88 | +0.23% | 9.13K | -5.46% | 521.91K | 57.53 | 0.08% | Share |
| 73 | NULG | Nuveen ESG Larg... | 99.05 | +0.19% | 6.64K | -1.95% | 520.17K | 85.84 | 0.08% | Share |
| 74 | NVDA | NVIDIA Corporat... | 177.33 | +3.85% | 4.64K | -2.81% | 502.97K | 134.29 | 0.08% | Share |
| 75 | IWC | iShares Micro-C... | 143.94 | -0.03% | 4.51K | -5.39% | 499.98K | 130.38 | 0.08% | Share |
| 76 | XOM | Exxon Mobil Cor... | 112.54 | +1.71% | 4.13K | +9.82% | 490.73K | 108.59 | 0.08% | Share |
| 77 | NULV | Nuveen ESG Larg... | 42.80 | -0.49% | 11.19K | -0.43% | 452.88K | 38.67 | 0.07% | Share |
| 78 | LPLA | LPL Financial H... | 341.86 | +0.56% | 1.37K | 0.00% | 446.87K | 326.51 | 0.07% | Share |
| 79 | AEE | Ameren Corporat... | 99.26 | +0.06% | 4.28K | +3.63% | 429.71K | 89.53 | 0.07% | Share |
| 80 | VDE | Vanguard Energy... | 125.46 | +1.74% | 3.15K | +0.41% | 408.72K | 121.34 | 0.06% | Share |
| 81 | IVV | iShares Core S&... | 655.48 | +0.28% | 695 | 0.00% | 390.76K | 588.68 | 0.06% | Share |
| 82 | CAT | Caterpillar Inc... | 422.92 | +1.16% | 1.18K | +0.08% | 390.02K | 362.73 | 0.06% | Share |
| 83 | EMR | Emerson Electri... | 133.65 | +1.21% | 3.52K | 0.00% | 386.04K | 123.93 | 0.06% | Share |
| 84 | NUDM | Nuveen ESG Inte... | 37.06 | -0.22% | 12K | -0.14% | 382.1K | 30.95 | 0.06% | Share |
| 85 | SCHV | Schwab U.S. Lar... | 28.80 | +0.52% | 13.98K | +2.08% | 371.59K | 26.08 | 0.06% | Share |
| 86 | FI | Fiserv, Inc. | 132.17 | -3.11% | 1.66K | 0.00% | 365.47K | 205.42 | 0.06% | Share |
| 87 | GLD | SPDR Gold Share... | 335.26 | +0.36% | 1.24K | +0.73% | 357.58K | 242.46 | 0.06% | Share |
| 88 | IEFA | iShares Core MS... | 86.42 | -0.02% | 4.41K | -0.02% | 333.37K | 70.28 | 0.05% | Share |
| 89 | GOVT | iShares U.S. Tr... | 23.17 | +0.15% | 14.45K | -0.12% | 332.23K | 22.67 | 0.05% | Share |
| 90 | AOK | iShares Core Co... | 39.91 | +0.16% | 8.51K | -9.82% | 320.12K | 37.3 | 0.05% | Share |
| 91 | VWO | Vanguard Emergi... | 52.92 | +0.46% | 6.83K | -7.62% | 309.26K | 44.04 | 0.05% | Share |
| 92 | KDP | Keurig Dr Peppe... | 27.44 | -0.62% | 8.62K | 0.00% | 294.94K | 32.12 | 0.05% | Share |
| 93 | LAMR | Lamar Advertisi... | 126.60 | -1.05% | 2.58K | +0.47% | 293.18K | 121.7 | 0.05% | Share |
| 94 | T | AT&T Inc. | 29.20 | -0.73% | 9.37K | +0.51% | 264.99K | 22.8 | 0.04% | Share |
| 95 | BNDX | Vanguard Total ... | 49.48 | +0.12% | 5.42K | -10.88% | 264.7K | 49.05 | 0.04% | Share |
| 96 | VYM | Vanguard High D... | 140.76 | +0.81% | 2.01K | +2.08% | 259.23K | 127.62 | 0.04% | Share |
| 97 | QQQ | Invesco QQQ Tru... | 580.70 | +0.03% | 529 | -0.19% | 247.86K | 511.23 | 0.04% | Share |
| 98 | SCHD | Schwab U.S. Div... | 27.48 | +0.13% | 8.81K | 0.00% | 246.27K | 27.32 | 0.04% | Share |
| 99 | PG | The Procter & G... | 157.35 | -1.32% | 1.43K | -5.92% | 243.7K | 167.65 | 0.04% | Share |
| 100 | CTVA | Corteva, Inc. | 71.79 | -0.98% | 3.77K | 0.00% | 236.99K | 56.96 | 0.04% | Share |
| 101 | PEP | PepsiCo, Inc. | 142.66 | -0.31% | 1.51K | +4.92% | 227.01K | 151.96 | 0.03% | Share |
| 102 | KO | The Coca-Cola C... | 67.82 | -0.06% | 3.16K | +100.00% | 226.06K | 71.62 | 0.03% | Share |
| 103 | META | Meta Platforms,... | 751.98 | -1.79% | 392 | 0.00% | 226.05K | 585.51 | 0.03% | Share |
| 104 | BSCU | Invesco BulletS... | 16.99 | +0.06% | 13.36K | +1.12% | 221.71K | 16.37 | 0.03% | Share |
| 105 | BIV | Vanguard Interm... | 78.45 | +0.22% | 2.85K | 0.00% | 218.22K | 74.73 | 0.03% | Share |
| 106 | GOOG | Alphabet Inc. | 239.56 | -0.16% | 1.37K | -4.33% | 214.04K | 190.44 | 0.03% | Share |
| 107 | XPO | XPO Logistics, ... | 130.18 | -0.31% | 1.98K | 0.00% | 213.33K | 131.15 | 0.03% | Share |
| 108 | SPLG | SPDR Portfolio ... | 76.75 | +0.29% | 3.24K | +100.00% | 213.29K | 65.76 | 0.03% | Share |
| 109 | NUHY | Nuveen ESG High... | 21.73 | +0.12% | 10.01K | +0.32% | 211.97K | 20.97 | 0.03% | Share |
| 110 | F | Ford Motor Comp... | 11.43 | -0.52% | 20.04K | +8.70% | 200.99K | 12.84 | 0.03% | Share |
| 111 | TOPT | iShares Top 20 ... | 29.42 | +0.24% | 8.42K | +100.00% | 200.63K | 23.82 | 0.03% | Share |