Legacy Solutions

Legacy Solutions as of Dec. 31, 2024

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