Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Legacy Solutions

Latest statistics and disclosures from Legacy Solutions's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002053314

Tip: Access up to 7 years of quarterly data

Positions held by Legacy Solutions consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Legacy Solutions

Legacy Solutions holds 69 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG)	15.9	$15M	212k	68.94	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	7.6	$7.0M	50k	139.35	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	7.5	$6.9M	202k	34.13	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	7.0	$6.5M	70k	92.59	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	6.6	$6.1M	66k	92.73	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	6.3	$5.8M	156k	37.17	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	4.2	$3.8M	36k	105.50	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	3.5	$3.2M	71k	44.92	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	2.8	$2.6M	68k	38.37	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	2.5	$2.3M	68k	33.33	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	2.3	$2.1M	47k	44.87	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	2.2	$2.0M	82k	24.99	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	1.8	$1.7M	17k	100.34	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	1.5	$1.4M	28k	50.11	View chart
Fs Kkr Capital Corp (FSK)	1.5	$1.3M	61k	21.72	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	1.4	$1.3M	26k	51.01	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	1.3	$1.2M	24k	49.62	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.2	$1.1M	14k	77.27	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	1.0	$911k	20k	45.70	View chart
Apple (AAPL)	0.9	$845k	3.4k	250.45	View chart
Microsoft Corporation (MSFT)	0.9	$794k	1.9k	421.51	View chart
Broadcom (AVGO)	0.8	$726k	3.1k	231.81	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.8	$721k	16k	46.54	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$711k	1.4k	511.16	View chart
Constellation Energy (CEG)	0.8	$702k	3.1k	223.71	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.8	$701k	1.2k	588.77	View chart
NVIDIA Corporation (NVDA)	0.8	$700k	5.2k	134.29	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.7	$686k	3.3k	210.45	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.7	$617k	4.8k	128.61	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	0.6	$573k	11k	51.38	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.6	$573k	12k	47.39	View chart
Exelon Corporation (EXC)	0.5	$466k	12k	37.64	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP)	0.5	$450k	11k	40.55	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT)	0.5	$449k	16k	27.65	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$445k	759.00	586.17	View chart
Amazon (AMZN)	0.5	$426k	1.9k	219.39	View chart
Motorola Solutions Com New (MSI)	0.4	$407k	881.00	462.23	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.4	$398k	1.9k	206.92	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$377k	2.0k	189.26	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$374k	14k	27.32	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.4	$361k	12k	30.47	View chart
Morgan Stanley Com New (MS)	0.4	$361k	2.9k	125.70	View chart
Visa Com Cl A (V)	0.4	$356k	1.1k	316.07	View chart
D.R. Horton (DHI)	0.4	$324k	2.3k	139.82	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	0.3	$317k	7.3k	43.27	View chart
Wal-Mart Stores (WMT)	0.3	$311k	3.4k	90.35	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.3	$308k	6.4k	47.82	View chart
Procter & Gamble Company (PG)	0.3	$302k	1.8k	167.65	View chart
Victory Portfolios Ii Victoryshs Us (VSMV)	0.3	$299k	6.2k	48.03	View chart
Goldman Sachs (GS)	0.3	$289k	504.00	573.07	View chart
Raytheon Technologies Corp (RTX)	0.3	$287k	2.5k	115.72	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$278k	3.1k	88.80	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$273k	4.8k	56.48	View chart
ConocoPhillips (COP)	0.3	$271k	2.7k	99.17	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	0.3	$268k	5.6k	47.43	View chart
Citigroup Com New (C)	0.3	$263k	3.7k	70.39	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	0.3	$258k	5.2k	49.95	View chart
Meta Platforms Cl A (META)	0.3	$248k	423.00	585.55	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)	0.3	$242k	6.9k	35.04	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$238k	3.8k	62.32	View chart
Johnson Ctls Intl SHS (JCI)	0.3	$237k	3.0k	78.93	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.2	$226k	8.1k	28.03	View chart
Becton, Dickinson and (BDX)	0.2	$226k	996.00	226.79	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.2	$224k	5.2k	42.63	View chart
Air Products & Chemicals (APD)	0.2	$221k	762.00	290.04	View chart
S&p Global (SPGI)	0.2	$221k	443.00	498.03	View chart
Zoetis Cl A (ZTS)	0.2	$209k	1.3k	162.93	View chart
Tesla Motors (TSLA)	0.2	$207k	512.00	403.84	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$204k	7.8k	26.07	View chart

Past Filings by Legacy Solutions

SEC 13F filings are viewable for Legacy Solutions going back to 2024

Legacy Solutions 2024 Q4 filed Feb. 3, 2025

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z