Legacy Advisory Services as of March 31, 2025
Portfolio Holdings for Legacy Advisory Services
Legacy Advisory Services holds 50 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Short Treas Bd (SHV) | 22.0 | $26M | 236k | 110.46 | |
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 14.1 | $17M | 253k | 65.76 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 9.6 | $11M | 125k | 91.03 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 8.4 | $10M | 106k | 93.66 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 5.6 | $6.6M | 39k | 170.89 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 4.8 | $5.7M | 57k | 100.67 | |
| Ishares Tr Rus Tp200 Vl Etf (IWX) | 4.8 | $5.7M | 69k | 82.18 | |
| Vanguard World Mega Cap Index (MGC) | 3.6 | $4.3M | 21k | 201.38 | |
| Ishares Tr Core S&p500 Etf (IVV) | 3.3 | $3.9M | 7.0k | 561.90 | |
| Ishares Tr Russell 2000 Etf (IWM) | 3.0 | $3.6M | 18k | 199.49 | |
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 1.9 | $2.2M | 33k | 68.01 | |
| Ishares Tr Rus Top 200 Etf (IWL) | 1.7 | $2.0M | 14k | 137.41 | |
| Spdr Ser Tr Ssga Us Lrg Etf (LGLV) | 1.6 | $1.9M | 11k | 174.05 | |
| Ishares Tr Core 60/40 Balan (AOR) | 1.5 | $1.8M | 32k | 57.57 | |
| Ishares Tr Global 100 Etf (IOO) | 1.4 | $1.7M | 18k | 96.29 | |
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.7 | $825k | 10k | 80.65 | |
| Visa Com Cl A (V) | 0.5 | $644k | 1.8k | 350.58 | |
| Metropcs Communications (TMUS) | 0.5 | $642k | 2.4k | 266.71 | |
| East West Ban (EWBC) | 0.5 | $628k | 7.0k | 89.76 | |
| Blackrock (BLK) | 0.5 | $602k | 636.00 | 946.71 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.5 | $577k | 7.3k | 78.95 | |
| Apple (AAPL) | 0.5 | $553k | 2.5k | 222.14 | |
| Medtronic SHS (MDT) | 0.5 | $541k | 6.0k | 89.86 | |
| Vanguard World Mega Grwth Ind (MGK) | 0.4 | $533k | 1.7k | 308.91 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $524k | 936.00 | 559.42 | |
| Shopify Cl A (SHOP) | 0.4 | $522k | 5.5k | 95.48 | |
| Wal-Mart Stores (WMT) | 0.4 | $496k | 5.6k | 87.79 | |
| AutoNation (AN) | 0.4 | $491k | 3.0k | 161.92 | |
| Ishares Tr Rusel 2500 Etf (SMMD) | 0.4 | $464k | 7.4k | 62.54 | |
| Ishares Tr Future Ai & Tech (ARTY) | 0.4 | $456k | 15k | 31.45 | |
| Eli Lilly & Co. (LLY) | 0.4 | $444k | 538.00 | 825.91 | |
| Comcast Corp Cl A (CMCSA) | 0.4 | $444k | 12k | 36.90 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.4 | $433k | 5.5k | 78.29 | |
| Crocs (CROX) | 0.4 | $429k | 4.0k | 106.20 | |
| Broadcom (AVGO) | 0.4 | $421k | 2.5k | 167.44 | |
| Walt Disney Company (DIS) | 0.4 | $415k | 4.2k | 98.72 | |
| Merck & Co (MRK) | 0.3 | $403k | 4.5k | 89.76 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $337k | 12k | 27.96 | |
| Eaton Corp SHS (ETN) | 0.3 | $334k | 1.2k | 271.83 | |
| Chart Industries (GTLS) | 0.3 | $331k | 2.3k | 144.36 | |
| Marsh & McLennan Companies (MMC) | 0.3 | $330k | 1.4k | 244.19 | |
| Pimco Etf Tr 0-5 High Yield (HYS) | 0.3 | $314k | 3.3k | 93.68 | |
| Enterprise Products Partners (EPD) | 0.2 | $294k | 8.6k | 34.14 | |
| Spdr Ser Tr Port Mtg Bk Etf (SPMB) | 0.2 | $260k | 12k | 22.05 | |
| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.2 | $227k | 9.0k | 25.22 | |
| Ishares Msci Gbl Min Vol (ACWV) | 0.2 | $227k | 2.0k | 116.40 | |
| Carpenter Technology Corporation (CRS) | 0.2 | $219k | 1.2k | 181.32 | |
| Prologis (PLD) | 0.2 | $209k | 1.9k | 111.80 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $204k | 965.00 | 211.48 | |
| AES Corporation (AES) | 0.2 | $191k | 15k | 12.42 |
