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Tanglewood Legacy Advisors

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

Top 5 stock holdings are IUSV, IUSG, DMAY, FMAY, IWR, and represent 51.71% of Tanglewood Legacy Advisors's stock portfolio.
Added to shares of these 10 stocks: IUSV, GFEB, FJAN, IUSG, GJAN, GMAR, IVV, FFEB, IWR, SHEL.
Started 23 new stock positions in SAP, CCJ, CDNS, ADBE, SNPS, OMFS, CPRT, FSLY, PLTR, SHEL. DMAR, DJAN, GMAR, FMAR, APH, CELH, IEFA, IJH, XMAR, IJR, NFLX, HUBS, CEG.
Reduced shares in these 10 stocks: SHM, DDEC, SUB, AVUV, DAPR, DFAX, DFSV, CTVA, DNOV, AVDE.
Sold out of its positions in IBUY, AZN, CTVA, PEJ, SUB, KRE, ZI.
Tanglewood Legacy Advisors was a net buyer of stock by $5.1M.
Tanglewood Legacy Advisors has $203M in assets under management (AUM), dropping by 10.89%.
Central Index Key (CIK): 0001965616

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Portfolio Holdings for Tanglewood Legacy Advisors

Tanglewood Legacy Advisors holds 295 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Core MF Closed and MF Open (IUSV)	23.9	$49M	+3%	537k	90.44	View chart
Ishares S&p MF Closed and MF Open (IUSG)	18.1	$37M	+2%	314k	117.21	View chart
First Trust MF Closed and MF Open (DMAY)	3.4	$6.8M		183k	37.28	View chart
First Trust MF Closed and MF Open (FMAY)	3.2	$6.6M		152k	43.22	View chart
Ishares Russell MF Closed and MF Open (IWR)	3.1	$6.2M	+3%	74k	84.09	View chart
Ishares Russell MF Closed and MF Open (IWF)	2.7	$5.5M		16k	337.06	View chart
Ishares Russell MF Closed and MF Open (IWD)	2.6	$5.2M		29k	179.11	View chart
First Trust MF Closed and MF Open (FAPR)	2.1	$4.3M		118k	36.44	View chart
First Trust MF Closed and MF Open (DAPR)	2.0	$4.0M	-6%	121k	33.28	View chart
SPDR S&P MF Closed and MF Open (SPY)	2.0	$4.0M		7.6k	523.08	View chart
Sm Energy Common Stock (SM)	1.8	$3.7M		74k	49.85	View chart
Ishares Msci MF Closed and MF Open (USMV)	1.3	$2.7M	-2%	32k	83.58	View chart
First Trust MF Closed and MF Open (DNOV)	1.3	$2.6M	-4%	65k	40.39	View chart
Apple Common Stock (AAPL)	1.2	$2.4M	+9%	14k	171.48	View chart
Invesco Qqq MF Closed and MF Open (QQQ)	1.2	$2.4M		5.4k	444.01	View chart
First Trust MF Closed and MF Open (FJUN)	1.1	$2.2M		47k	47.02	View chart
Dimensional Us MF Closed and MF Open (DFAU)	1.1	$2.1M		58k	36.54	View chart
First Trust MF Closed and MF Open (DJUN)	1.0	$2.1M		53k	40.02	View chart
First Trust MF Closed and MF Open (GFEB)	1.0	$2.0M	+345%	58k	34.44	View chart
Caterpillar Common Stock (CAT)	0.9	$1.8M		4.8k	366.41	View chart
X Trackers MF Closed and MF Open (DBEF)	0.8	$1.6M		40k	40.93	View chart
Merck & Company Common Stock (MRK)	0.8	$1.6M		12k	131.95	View chart
Ishares Core MF Closed and MF Open (IVV)	0.8	$1.6M	+31%	3.0k	525.77	View chart
First Trust MF Closed and MF Open (GJAN)	0.7	$1.4M	+131%	39k	35.88	View chart
Southwest Airlines Common Stock (LUV)	0.7	$1.4M		47k	29.19	View chart
Invesco S&p MF Closed and MF Open (RDIV)	0.6	$1.3M		28k	45.83	View chart
Avantis U S MF Closed and MF Open (AVUS)	0.6	$1.2M		14k	89.50	View chart
Microsoft Corp Common Stock (MSFT)	0.6	$1.2M	+7%	2.9k	420.64	View chart
Ishares Core MF Closed and MF Open (ITOT)	0.6	$1.2M		10k	115.30	View chart
First Trust MF Closed and MF Open (FNOV)	0.5	$989k		22k	44.74	View chart
Exxon Mobil Common Stock (XOM)	0.5	$987k		8.5k	116.24	View chart
First Trust MF Closed and MF Open (GAUG)	0.5	$987k		30k	32.96	View chart
Johnson & Johnson Common Stock (JNJ)	0.5	$961k	-2%	6.1k	158.19	View chart
First Trust MF Closed and MF Open (FJAN)	0.5	$946k	+2311%	23k	41.98	View chart
Genuine Parts Common Stock (GPC)	0.5	$925k		6.0k	154.93	View chart
First Trust MF Closed and MF Open (FDEC)	0.4	$884k	-5%	22k	41.21	View chart
First Trust MF Closed and MF Open (GJUN)	0.4	$840k		25k	33.36	View chart
Dimensional World MF Closed and MF Open (DFAX)	0.4	$810k	-25%	32k	25.44	View chart
Vanguard Growth MF Closed and MF Open (VUG)	0.4	$804k		2.3k	344.20	View chart
First Trust MF Closed and MF Open (FOCT)	0.4	$748k		18k	40.57	View chart
Chevron Corp Common Stock (CVX)	0.4	$721k		4.6k	157.75	View chart
First Trust MF Closed and MF Open (DDEC)	0.3	$706k	-41%	19k	37.47	View chart
First Trust MF Closed and MF Open (GJUL)	0.3	$676k		20k	33.87	View chart
First Trust MF Closed and MF Open (GMAY)	0.3	$673k		20k	34.00	View chart
First Trust MF Closed and MF Open (FJUL)	0.3	$650k		15k	44.45	View chart
Vanguard Value MF Closed and MF Open (VTV)	0.3	$619k		3.8k	162.86	View chart
First Trust MF Closed and MF Open (FPE)	0.3	$616k		36k	17.32	View chart
First Trust MF Closed and MF Open (DJUL)	0.3	$601k		16k	38.68	View chart
First Trust MF Closed and MF Open (FAUG)	0.3	$575k		13k	42.88	View chart
Invesco Exchange MF Closed and MF Open (SPLV)	0.3	$557k	-6%	8.5k	65.87	View chart
Ark Innovation MF Closed and MF Open (ARKK)	0.3	$530k	-7%	11k	50.08	View chart
Nextera Energy Common Stock (NEE)	0.2	$499k		7.8k	63.91	View chart
Vanguard High MF Closed and MF Open (VYM)	0.2	$496k		4.1k	120.99	View chart
First Trust MF Closed and MF Open (GAPR)	0.2	$490k		15k	33.68	View chart
First Trust MF Closed and MF Open (DOCT)	0.2	$486k		13k	37.62	View chart
Avantis Intl MF Closed and MF Open (AVDE)	0.2	$470k	-16%	7.4k	63.74	View chart
Oge Energy Corp Common Stock (OGE)	0.2	$463k		14k	34.30	View chart
General Electric Common Stock (GE)	0.2	$449k		2.6k	175.53	View chart
Cullen Frost Common Stock (CFR)	0.2	$428k		3.8k	112.57	View chart
First Trust MF Closed and MF Open (DFEB)	0.2	$407k		10k	39.11	View chart
First Trust MF Closed and MF Open (GMAR)	0.2	$398k	NEW	12k	34.42	View chart
Vanguard Dividend MF Closed and MF Open (VIG)	0.2	$377k		2.1k	182.61	View chart
First Trust MF Closed and MF Open (FFEB)	0.2	$376k	+526%	8.3k	45.27	View chart
Sector Technology MF Closed and MF Open (XLK)	0.2	$371k		1.8k	208.27	View chart
Schwab Us MF Closed and MF Open (SCHV)	0.2	$353k		4.7k	75.98	View chart
Conocophillips Common Stock (COP)	0.2	$321k		2.5k	127.28	View chart
Texas Instruments Common Stock (TXN)	0.2	$313k		1.8k	174.21	View chart
First Trust MF Closed and MF Open (FEX)	0.2	$312k	-4%	3.1k	99.24	View chart
Walt Disney Common Stock (DIS)	0.2	$308k		2.5k	122.36	View chart
Martin Marietta Common Stock (MLM)	0.2	$307k		500.00	613.94	View chart
Deere & Co Common Stock (DE)	0.1	$288k		700.00	410.74	View chart
American Express Common Stock (AXP)	0.1	$284k		1.2k	227.69	View chart
First Trust MF Closed and MF Open (GDEC)	0.1	$284k	+37%	9.0k	31.56	View chart
United Parcel Common Stock (UPS)	0.1	$258k		1.7k	148.63	View chart
Dimensional Emerging MF Closed and MF Open (DFAE)	0.1	$244k		9.9k	24.72	View chart
Spdr Series MF Closed and MF Open (SDY)	0.1	$243k		1.9k	131.24	View chart
Tesla Common Stock (TSLA)	0.1	$236k	+5%	1.3k	175.79	View chart
Oceaneering Intl Common Stock (OII)	0.1	$234k		10k	23.40	View chart
Amazon Common Stock (AMZN)	0.1	$230k	+8%	1.3k	180.38	View chart
Vanguard S&p MF Closed and MF Open (VOO)	0.1	$230k		478.00	480.70	View chart
First Trust MF Closed and MF Open (DAUG)	0.1	$223k		6.0k	37.00	View chart
Enterprise Products Oil & Gas, Real Estate and REIT (EPD)	0.1	$223k		7.7k	29.18	View chart
Vulcan Materials Common Stock (VMC)	0.1	$218k		800.00	272.92	View chart
Shell Common Stock (SHEL)	0.1	$218k	NEW	3.2k	67.04	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.1	$217k		516.00	420.52	View chart
Zimmer Biomet Common Stock (ZBH)	0.1	$215k		1.6k	131.98	View chart
Phillips 66 Common Stock (PSX)	0.1	$214k		1.3k	163.34	View chart
Ishares Core MF Closed and MF Open (IEFA)	0.1	$212k	NEW	2.9k	74.22	View chart
Cigna Group Common Stock (CI)	0.1	$209k		576.00	363.19	View chart
Alphabet Common Stock (GOOG)	0.1	$198k		1.3k	152.26	View chart
Goldman Sachs Common Stock (GS)	0.1	$196k		470.00	417.69	View chart
Cion Investment Common Stock (CION)	0.1	$186k		17k	11.00	View chart
First Trust MF Closed and MF Open (GNOV)	0.1	$178k		5.4k	32.97	View chart
Intl Business Common Stock (IBM)	0.1	$178k		930.00	190.96	View chart
Trustmark Corp Common Stock (TRMK)	0.1	$169k		6.0k	28.11	View chart
Costco Wholesale Common Stock (COST)	0.1	$168k		229.00	732.63	View chart
Ishares Core MF Closed and MF Open (IJH)	0.1	$160k	NEW	2.6k	60.74	View chart
Valero Energy Common Stock (VLO)	0.1	$155k	-9%	910.00	170.69	View chart
Oneok Common Stock (OKE)	0.1	$150k		1.9k	80.17	View chart
Fiserv Common Stock (FI)	0.1	$139k		872.00	159.82	View chart
Visa Common Stock (V)	0.1	$133k		478.00	279.18	View chart
Alphabet Common Stock (GOOGL)	0.1	$133k	+4%	878.00	150.93	View chart
First Trust MF Closed and MF Open (DSEP)	0.1	$131k		3.4k	38.19	View chart
Automatic Data Common Stock (ADP)	0.1	$130k		522.00	249.61	View chart
Altria Group Common Stock (MO)	0.1	$128k		2.9k	43.62	View chart
Home Depot Common Stock (HD)	0.1	$121k		315.00	383.70	View chart
Broadcom Common Stock (AVGO)	0.1	$119k		90.00	1325.41	View chart
Ishares Global MF Closed and MF Open (IXJ)	0.1	$119k		1.3k	93.15	View chart
Nvidia Corp Common Stock (NVDA)	0.1	$118k	+12%	131.00	903.56	View chart
Spdr Nuveen MF Closed and MF Open (SHM)	0.1	$116k	-82%	2.5k	47.44	View chart
Northrop Grumman Common Stock (NOC)	0.1	$116k		243.00	478.66	View chart
Travelers Cos Common Stock (TRV)	0.1	$115k		500.00	230.14	View chart
Ishares Esg MF Closed and MF Open (ESGU)	0.1	$115k		1.0k	114.96	View chart
Paypal Holdings Common Stock (PYPL)	0.1	$114k		1.7k	66.99	View chart
First Trust MF Closed and MF Open (XMAR)	0.1	$111k	NEW	3.3k	33.62	View chart
Ishares Msci MF Closed and MF Open (SDG)	0.1	$110k		1.4k	78.71	View chart
First Trust MF Closed and MF Open (DJAN)	0.1	$108k	NEW	3.0k	36.03	View chart
Linde Common Stock (LIN)	0.1	$107k		230.00	464.32	View chart
RBB MF Closed and MF Open (TMFC)	0.1	$106k	-9%	2.1k	49.61	View chart
Novo Nordisk Common Stock (NVO)	0.0	$101k		790.00	128.40	View chart
Bristol Myers Common Stock (BMY)	0.0	$101k		1.9k	54.23	View chart
First Trust MF Closed and MF Open (FMHI)	0.0	$101k		2.1k	48.18	View chart
Abbvie Common Stock (ABBV)	0.0	$97k		533.00	182.10	View chart
Vanguard Communication MF Closed and MF Open (VOX)	0.0	$96k		730.00	131.22	View chart
Sector Healthcare MF Closed and MF Open (XLV)	0.0	$95k	-5%	641.00	147.73	View chart
Crawford & Company Common Stock (CRD.A)	0.0	$94k		10k	9.43	View chart
Mondelez International Common Stock (MDLZ)	0.0	$91k		1.3k	70.00	View chart
Ebay Common Stock (EBAY)	0.0	$90k		1.7k	52.78	View chart
Blackstone Common Stock (BX)	0.0	$89k		677.00	131.35	View chart
Avantis Emerging MF Closed and MF Open (AVEM)	0.0	$87k	-25%	1.5k	57.96	View chart
Thermo Fisher Common Stock (TMO)	0.0	$87k		150.00	581.21	View chart
Ishares Core MF Closed and MF Open (IJR)	0.0	$87k	NEW	788.00	110.52	View chart
Vanguard S&p MF Closed and MF Open (IVOO)	0.0	$85k		822.00	103.01	View chart
Ishares Msci MF Closed and MF Open (MTUM)	0.0	$82k		437.00	187.35	View chart
Eli Lilly Common Stock (LLY)	0.0	$81k	+4%	104.00	777.96	View chart
Pfizer Common Stock (PFE)	0.0	$81k	-28%	2.9k	27.75	View chart
Procter & Gamble Common Stock (PG)	0.0	$78k		479.00	162.25	View chart
Ge Healthcare Common Stock (GEHC)	0.0	$77k		842.00	90.91	View chart
United Airlines Common Stock (UAL)	0.0	$72k		1.5k	47.88	View chart
Marriott Intl Common Stock (MAR)	0.0	$70k		277.00	252.31	View chart
Industrial Select MF Closed and MF Open (XLI)	0.0	$67k		535.00	125.96	View chart
Avantis Us MF Closed and MF Open (AVLV)	0.0	$65k		1.0k	64.26	View chart
Dimensional Us MF Closed and MF Open (DFSV)	0.0	$61k	-78%	2.0k	30.10	View chart
Coca Cola Company Common Stock (KO)	0.0	$61k		994.00	61.18	View chart
Abbott Laboratories Common Stock (ABT)	0.0	$61k	-3%	533.00	113.66	View chart
Fortune Brands Common Stock (FBIN)	0.0	$61k		715.00	84.67	View chart
Unitedhealth Group Common Stock (UNH)	0.0	$60k		122.00	494.70	View chart
First Trust MF Closed and MF Open (FMB)	0.0	$60k		1.2k	51.36	View chart
Rtx Corp Common Stock (RTX)	0.0	$60k		610.00	97.53	View chart
Blackrock Muniassets MF Closed and MF Open (MUA)	0.0	$59k		5.3k	11.08	View chart
Emerson Electric Common Stock (EMR)	0.0	$58k		508.00	113.31	View chart
First Trust MF Closed and MF Open (FMAR)	0.0	$57k	NEW	1.4k	39.24	View chart
Spdr Ice MF Closed and MF Open (PSK)	0.0	$56k		1.6k	34.87	View chart
Jpmorgan Chase Common Stock (JPM)	0.0	$55k	+5%	273.00	200.30	View chart
Oracle Corp Common Stock (ORCL)	0.0	$54k		433.00	125.61	View chart
Invesco S&p MF Closed and MF Open (EQWL)	0.0	$54k		570.00	94.89	View chart
Sector Consumer MF Closed and MF Open (XLP)	0.0	$54k	-7%	700.00	76.36	View chart
3m Company Common Stock (MMM)	0.0	$53k		500.00	106.07	View chart
Invesco S&p MF Closed and MF Open (XMMO)	0.0	$51k		445.00	114.86	View chart
Mcdonalds Corp Common Stock (MCD)	0.0	$51k		181.00	281.95	View chart
Jp Morgan MF Closed and MF Open (JMST)	0.0	$51k		1.0k	50.74	View chart
Qualcomm Common Stock (QCOM)	0.0	$50k		295.00	169.30	View chart
Invesco Short MF Closed and MF Open (TBLL)	0.0	$50k		473.00	105.47	View chart
Eastman Chemical Common Stock (EMN)	0.0	$50k		497.00	100.32	View chart
Wec Energy Common Stock (WEC)	0.0	$49k	-18%	600.00	82.12	View chart
Invesco S&p MF Closed and MF Open (RWL)	0.0	$48k		511.00	93.73	View chart
Sector Energy MF Closed and MF Open (XLE)	0.0	$47k		500.00	94.41	View chart
Philip Morris Common Stock (PM)	0.0	$45k		487.00	91.62	View chart
First Trust MF Closed and MF Open (FSEP)	0.0	$44k		1.0k	42.50	View chart
Cameco Corp Common Stock (CCJ)	0.0	$43k	NEW	1.0k	43.32	View chart
Verizon Communications Common Stock (VZ)	0.0	$42k		1.0k	41.96	View chart
Vanguard S&p MF Closed and MF Open (VIOO)	0.0	$41k		404.00	101.50	View chart
First Trust MF Closed and MF Open (FPX)	0.0	$41k		385.00	105.80	View chart
Walmart Common Stock (WMT)	0.0	$40k	+200%	669.00	60.17	View chart
Jpmorgan MF Closed and MF Open (JPST)	0.0	$39k		775.00	50.45	View chart
Invesco Exchange MF Closed and MF Open (RSPM)	0.0	$39k		1.1k	36.33	View chart
Lowes Companies Common Stock (LOW)	0.0	$38k		150.00	254.73	View chart
Invesco Russell MF Closed and MF Open (OMFS)	0.0	$38k	NEW	1.0k	37.77	View chart
Southern Company Common Stock (SO)	0.0	$36k		508.00	71.74	View chart
Clough Global MF Closed and MF Open (GLO)	0.0	$36k		7.1k	5.08	View chart
Equinix Common Stock (EQIX)	0.0	$36k		43.00	826.44	View chart
First Trust MF Closed and MF Open (DMAR)	0.0	$35k	NEW	1.0k	34.90	View chart
Chemours Company Common Stock (CC)	0.0	$35k		1.3k	26.26	View chart
Meta Platforms Common Stock (META)	0.0	$35k	+18%	71.00	485.58	View chart
Asml Holding Common Stock (ASML)	0.0	$34k		35.00	970.46	View chart
Kayne Anderson MF Closed and MF Open (KYN)	0.0	$33k		3.3k	10.01	View chart
Intuit Common Stock (INTU)	0.0	$33k		50.00	650.00	View chart
Huntington Ingalls Common Stock (HII)	0.0	$32k		111.00	291.47	View chart
Bank America Common Stock (BAC)	0.0	$32k	+9%	847.00	37.92	View chart
Prudential Financial Common Stock (PRU)	0.0	$32k		269.00	117.40	View chart
Invesco Large MF Closed and MF Open (PWV)	0.0	$29k		517.00	56.68	View chart
MPLX Oil & Gas, Real Estate and REIT (MPLX)	0.0	$29k		696.00	41.56	View chart
Kellanova Common Stock (K)	0.0	$29k		504.00	57.29	View chart
Amgen Common Stock (AMGN)	0.0	$28k		100.00	284.32	View chart
Viatris Common Stock (VTRS)	0.0	$28k		2.4k	11.94	View chart
Invesco Wilderhill MF Closed and MF Open (PBW)	0.0	$28k	-10%	1.2k	23.04	View chart
Avantis U S MF Closed and MF Open (AVUV)	0.0	$28k	-93%	293.00	93.71	View chart
Tjx Cos Common Stock (TJX)	0.0	$27k		270.00	101.42	View chart
Taiwan Semiconductor Common Stock (TSM)	0.0	$27k		199.00	136.05	View chart
Ford Motor Common Stock (F)	0.0	$27k		2.0k	13.28	View chart
Lpl Financial Common Stock (LPLA)	0.0	$26k		100.00	264.20	View chart
Discover Financial Common Stock (DFS)	0.0	$26k		200.00	131.09	View chart
At&t Common Stock (T)	0.0	$26k		1.5k	17.60	View chart
Ishares U S MF Closed and MF Open (IYH)	0.0	$25k	+120%	410.00	61.90	View chart
Cisco Systems Common Stock (CSCO)	0.0	$25k	-27%	505.00	49.91	View chart
Hartford Schroders MF Closed and MF Open (HTAB)	0.0	$25k		1.3k	19.58	View chart
Uber Technologies Common Stock (UBER)	0.0	$25k	+7%	321.00	76.99	View chart
Block H&r Common Stock (HRB)	0.0	$25k		500.00	49.11	View chart
Union Pacific Corp Common Stock (UNP)	0.0	$24k		99.00	245.93	View chart
Vanguard Total MF Closed and MF Open (VTI)	0.0	$23k		87.00	259.91	View chart
Organon & Co Common Stock (OGN)	0.0	$23k		1.2k	18.80	View chart
Comcast Corp Common Stock (CMCSA)	0.0	$22k		513.00	43.35	View chart
Ethan Allen Common Stock (ETD)	0.0	$22k		643.00	34.57	View chart
Xcel Energy Common Stock (XEL)	0.0	$22k		410.00	53.75	View chart
Invesco S&p MF Closed and MF Open (XMHQ)	0.0	$22k		200.00	110.05	View chart
Fs Credit MF Closed and MF Open (FSCO)	0.0	$22k		3.7k	5.93	View chart
Mckesson Corp Common Stock (MCK)	0.0	$22k		40.00	536.85	View chart
Ishares Core MF Closed and MF Open (AGG)	0.0	$21k	-76%	218.00	98.10	View chart
First Trust MF Closed and MF Open (FIXD)	0.0	$21k		480.00	43.60	View chart
Ishares Global MF Closed and MF Open (ICLN)	0.0	$21k		1.5k	13.98	View chart
Roblox Corp Common Stock (RBLX)	0.0	$20k		530.00	38.18	View chart
Honeywell Intl Common Stock (HON)	0.0	$20k		95.00	205.25	View chart
Carrier Global Common Stock (CARR)	0.0	$20k		335.00	58.13	View chart
Pnc Financial Common Stock (PNC)	0.0	$19k		120.00	161.60	View chart
Pepsico Common Stock (PEP)	0.0	$18k		105.00	175.01	View chart
Carnival Corp Common Stock (CCL)	0.0	$18k		1.1k	16.34	View chart
Tellurian Common Stock (TELL)	0.0	$17k		26k	0.66	View chart
Coterra Energy Common Stock (CTRA)	0.0	$17k		600.00	27.88	View chart
Otis Worldwide Common Stock (OTIS)	0.0	$17k		167.00	99.27	View chart
KBR Common Stock (KBR)	0.0	$17k		260.00	63.66	View chart
One Gas Common Stock (OGS)	0.0	$16k		250.00	64.53	View chart
Invesco S&p MF Closed and MF Open (XMVM)	0.0	$16k		295.00	54.30	View chart
Zions Bancorporation Common Stock (ZION)	0.0	$16k		363.00	43.40	View chart
Mc Cormick Common Stock (MKC)	0.0	$15k		200.00	76.81	View chart
Mastercard Common Stock (MA)	0.0	$15k		31.00	479.42	View chart
Royal Caribbean Common Stock (RCL)	0.0	$14k		100.00	139.01	View chart
Masterbrand Common Stock (MBC)	0.0	$13k		715.00	18.74	View chart
Occidental Petroleum Common Stock (OXY)	0.0	$13k		200.00	64.99	View chart
Eog Resources Common Stock (EOG)	0.0	$13k		100.00	127.84	View chart
Marsh & Mclennan Common Stock (MMC)	0.0	$13k		61.00	205.98	View chart
First Trust MF Closed and MF Open (XDEC)	0.0	$12k		340.00	35.26	View chart
Mattel Common Stock (MAT)	0.0	$12k		600.00	19.81	View chart
Citigroup Common Stock (C)	0.0	$12k		185.00	63.24	View chart
Ishares Msci MF Closed and MF Open (SUSA)	0.0	$11k		104.00	109.17	View chart
Etfs American MF Closed and MF Open (ACVF)	0.0	$11k	-37%	280.00	40.47	View chart
Etf Solutions MF Closed and MF Open (MAGA)	0.0	$11k	-39%	230.00	46.18	View chart
Vertex Pharmaceuticals Common Stock (VRTX)	0.0	$11k		25.00	418.00	View chart
Diageo Common Stock (DEO)	0.0	$9.7k		65.00	149.32	View chart
Boeing Company Common Stock (BA)	0.0	$9.7k		50.00	193.00	View chart
Wells Fargo Common Stock (WFC)	0.0	$9.0k	+55%	155.00	57.96	View chart
Hewlett Packard Common Stock (HPE)	0.0	$8.9k		502.00	17.73	View chart
Gilead Sciences Common Stock (GILD)	0.0	$8.8k		120.00	73.25	View chart
Accenture Common Stock (ACN)	0.0	$8.3k		24.00	346.62	View chart
Garmin Common Stock (GRMN)	0.0	$8.2k		55.00	148.87	View chart
Blackstone Mortgage Common Stock (BXMT)	0.0	$8.0k		400.00	19.91	View chart
General Mills Common Stock (GIS)	0.0	$7.7k		110.00	69.97	View chart
Hubspot Common Stock (HUBS)	0.0	$7.5k	NEW	12.00	626.58	View chart
Sempra Common Stock (SRE)	0.0	$7.2k	-85%	100.00	71.83	View chart
Palantir Technologies Common Stock (PLTR)	0.0	$6.9k	NEW	300.00	23.01	View chart
Chesapeake Energy Common Stock (CHK)	0.0	$6.6k		74.00	88.82	View chart
Aramark Common Stock (ARMK)	0.0	$6.5k		200.00	32.52	View chart
Danaher Corp Common Stock (DHR)	0.0	$6.5k		26.00	249.73	View chart
Main Street Common Stock (MAIN)	0.0	$6.4k		135.00	47.31	View chart
Arm Holdings Common Stock (ARM)	0.0	$6.3k		50.00	125.00	View chart
Koninklijke Philips Common Stock (PHG)	0.0	$5.8k		291.00	20.00	View chart
Nike Common Stock (NKE)	0.0	$5.6k		60.00	93.98	View chart
First Trust MF Closed and MF Open (GSEP)	0.0	$5.0k		150.00	33.01	View chart
Mgm Resorts Common Stock (MGM)	0.0	$4.7k		100.00	47.21	View chart
Enbridge Common Stock (ENB)	0.0	$4.0k		111.00	36.02	View chart
BP Common Stock (BP)	0.0	$3.8k		100.00	37.68	View chart
Huntsman Corp Common Stock (HUN)	0.0	$3.2k		121.00	26.03	View chart
Trump Media Common Stock (DJT)	0.0	$3.1k		50.00	61.96	View chart
Warner Bros Common Stock (WBD)	0.0	$3.1k	-35%	353.00	8.73	View chart
Zimvie Common Stock (ZIMV)	0.0	$2.7k		163.00	16.49	View chart
Wk Kellogg Common Stock (KLG)	0.0	$2.4k		126.00	18.80	View chart
Vestis Corp Common Stock (VSTS)	0.0	$1.9k		100.00	19.27	View chart
Netflix Common Stock (NFLX)	0.0	$1.8k	NEW	3.00	607.33	View chart
Constellation Energy Common Stock (CEG)	0.0	$1.7k	NEW	9.00	184.89	View chart
Copart Common Stock (CPRT)	0.0	$1.6k	NEW	28.00	57.93	View chart
Dimensional Us MF Closed and MF Open (DFAC)	0.0	$1.6k		50.00	31.96	View chart
Cadence Design Common Stock (CDNS)	0.0	$1.6k	NEW	5.00	311.20	View chart
Southwestern Energy Common Stock (SWN)	0.0	$1.5k		200.00	7.58	View chart
Occidental Pete Rights and Bearer Warrants, Warrants except Bearer (OXY.WS)	0.0	$1.5k		34.00	43.12	View chart
Kyndryl Holdings Common Stock (KD)	0.0	$1.4k		65.00	21.75	View chart
Amphenol Corp Common Stock (APH)	0.0	$1.4k	NEW	12.00	115.33	View chart
Zoom Video Common Stock (ZM)	0.0	$1.3k		20.00	65.35	View chart
Sap Se Common Stock (SAP)	0.0	$1.2k	NEW	6.00	195.00	View chart
Synopsys Common Stock (SNPS)	0.0	$1.1k	NEW	2.00	571.50	View chart
Adobe Common Stock (ADBE)	0.0	$1.0k	NEW	2.00	504.50	View chart
Celsius Holdings Common Stock (CELH)	0.0	$995.000400	NEW	12.00	82.92	View chart
Veralto Corp Common Stock (VLTO)	0.0	$709.000000		8.00	88.62	View chart
Fastly Common Stock (FSLY)	0.0	$649.000000	NEW	50.00	12.98	View chart
Organigram Hldgs Common Stock (OGI)	0.0	$271.000800		126.00	2.15	View chart
Gamestop Corp Common Stock (GME)	0.0	$250.000000		20.00	12.50	View chart
Wabtec Common Stock (WAB)	0.0	$146.000000		1.00	146.00	View chart

Past Filings by Tanglewood Legacy Advisors

SEC 13F filings are viewable for Tanglewood Legacy Advisors going back to 2022

Tanglewood Legacy Advisors 2024 Q1 filed April 16, 2024
Tanglewood Legacy Advisors 2023 Q4 filed Jan. 23, 2024
Tanglewood Legacy Advisors 2023 Q3 filed Oct. 18, 2023
Tanglewood Legacy Advisors 2023 Q2 filed Aug. 1, 2023
Tanglewood Legacy Advisors 2023 Q1 filed April 18, 2023
Tanglewood Legacy Advisors 2022 Q4 filed Feb. 13, 2023

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