Legacy Advisory Services

Legacy Advisory Services as of June 30, 2025

Portfolio Holdings for Legacy Advisory Services

Legacy Advisory Services holds 45 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Short Treas Bd (SHV) 22.7 $29M 260k 110.42
Spdr Series Trust Portfolio S&p500 (SPYM) 14.3 $18M 248k 72.69
Ishares Tr 0-3 Mnth Treasry (SGOV) 13.4 $17M 168k 100.69
Ishares Tr Msci Usa Min Vol (USMV) 9.3 $12M 126k 93.87
Ishares Tr Msci Usa Qlt Fct (QUAL) 5.7 $7.1M 39k 182.82
Ishares Tr Rus Tp200 Vl Etf (IWX) 4.5 $5.7M 67k 84.19
Ishares Tr Core S&p500 Etf (IVV) 4.1 $5.2M 8.3k 620.88
Vanguard World Mega Cap Index (MGC) 3.6 $4.6M 20k 224.92
Ishares Tr Russell 2000 Etf (IWM) 2.8 $3.5M 16k 215.79
Spdr Series Trust Portfoli S&p1500 (SPTM) 1.7 $2.2M 29k 74.89
Ishares Tr Rus Top 200 Etf (IWL) 1.7 $2.2M 14k 153.11
Ishares Tr Global 100 Etf (IOO) 1.6 $2.0M 19k 107.81
Ishares Tr Core 60/40 Balan (AOR) 1.6 $2.0M 32k 61.57
Spdr Series Trust Ssga Us Lrg Etf (LGLV) 1.5 $1.9M 11k 174.61
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.6 $805k 9.2k 87.22
East West Ban (EWBC) 0.6 $706k 7.0k 100.98
Broadcom (AVGO) 0.6 $694k 2.5k 275.61
Blackrock (BLK) 0.5 $670k 638.00 1049.83
Visa Com Cl A (V) 0.5 $654k 1.8k 354.96
AutoNation (AN) 0.5 $603k 3.0k 198.65
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.5 $587k 7.4k 79.50
Vanguard World Mega Grwth Ind (MGK) 0.5 $584k 1.6k 366.25
Shopify Cl A Sub Vtg Shs (SHOP) 0.5 $584k 5.1k 115.35
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $580k 938.00 617.94
Metropcs Communications (TMUS) 0.5 $573k 2.4k 238.26
Pimco Etf Tr Active Bd Etf (BOND) 0.4 $560k 6.1k 92.17
Wal-Mart Stores (WMT) 0.4 $552k 5.6k 97.78
Medtronic SHS (MDT) 0.4 $524k 6.0k 87.17
Walt Disney Company (DIS) 0.4 $520k 4.2k 124.00
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.4 $513k 6.4k 80.10
Ishares Tr Rusel 2500 Etf (SMMD) 0.4 $464k 6.8k 67.78
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $440k 5.6k 78.69
Eaton Corp SHS (ETN) 0.3 $439k 1.2k 356.99
Comcast Corp Cl A (CMCSA) 0.3 $432k 12k 35.69
Crocs (CROX) 0.3 $409k 4.0k 101.28
Carpenter Technology Corporation (CRS) 0.3 $334k 1.2k 276.28
Pimco Etf Tr 0-5 High Yield (HYS) 0.3 $324k 3.4k 95.02
Marsh & McLennan Companies 0.2 $296k 1.4k 218.60
Marriott Intl Cl A (MAR) 0.2 $276k 1.0k 273.21
Spdr Series Trust Port Mtg Bk Etf (SPMB) 0.2 $263k 12k 22.10
Cloudflare Cl A Com (NET) 0.2 $253k 1.3k 195.83
Enterprise Products Partners (EPD) 0.2 $244k 7.9k 31.01
Ishares Msci Gbl Min Vol (ACWV) 0.2 $233k 2.0k 118.59
Spdr Series Trust Nuveen Ice High (HYMB) 0.2 $225k 9.1k 24.78
AES Corporation (AES) 0.1 $162k 15k 10.52