Legacy Solutions

Legacy Solutions as of March 31, 2025

Portfolio Holdings for Legacy Solutions

Legacy Solutions holds 71 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
Spdr Ser Tr Portfolio S&p500 (SPLG) 15.6 $14M 216k 65.76
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 8.3 $7.6M 208k 36.41
Ishares Tr Core S&p Us Vlu (IUSV) 7.3 $6.6M 72k 92.29
Ishares Tr Core S&p Us Gwt (IUSG) 7.2 $6.5M 51k 127.08
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 6.1 $5.5M 63k 88.00
Capital Group Growth Etf Shs Creation Uni (CGGR) 5.8 $5.3M 155k 34.25
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 4.0 $3.7M 37k 98.70
Spdr Ser Tr Portfolio S&p600 (SPSM) 3.3 $3.0M 73k 40.76
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 3.0 $2.7M 70k 39.37
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 2.7 $2.4M 72k 33.86
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 2.5 $2.2M 49k 45.65
Spdr Ser Tr Portfolio Agrgte (SPAB) 2.4 $2.1M 84k 25.54
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 1.9 $1.8M 18k 100.62
Invesco Actively Managed Exc Ultra Shrt Dur (GSY) 1.7 $1.5M 30k 50.12
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 1.4 $1.3M 26k 50.42
Fs Kkr Capital Corp (FSK) 1.4 $1.3M 61k 20.95
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 1.4 $1.3M 25k 49.86
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.3 $1.1M 15k 78.28
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP) 1.0 $889k 20k 44.55
Apple (AAPL) 0.9 $773k 3.5k 222.11
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG) 0.8 $697k 15k 45.49
Microsoft Corporation (MSFT) 0.8 $693k 1.8k 375.42
Ishares Tr Core S&p Ttl Stk (ITOT) 0.8 $688k 5.6k 122.00
Ishares Tr Core S&p500 Etf (IVV) 0.7 $672k 1.2k 562.13
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $637k 1.4k 468.81
Constellation Energy (CEG) 0.7 $631k 3.1k 201.63
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.7 $629k 3.3k 193.02
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.6 $569k 12k 47.60
Exelon Corporation (EXC) 0.6 $567k 12k 46.08
NVIDIA Corporation (NVDA) 0.6 $561k 5.2k 108.38
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN) 0.6 $549k 11k 49.89
Broadcom (AVGO) 0.6 $531k 3.2k 167.41
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $462k 826.00 559.10
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP) 0.5 $440k 11k 39.68
First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT) 0.5 $431k 16k 26.51
Visa Com Cl A (V) 0.4 $397k 1.1k 350.39
Ishares Tr Msci Usa Mmentm (MTUM) 0.4 $389k 1.9k 202.13
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $387k 14k 27.96
Motorola Solutions Com New (MSI) 0.4 $383k 875.00 437.93
Amazon (AMZN) 0.4 $361k 1.9k 190.26
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.4 $352k 12k 29.69
Morgan Stanley Com New (MS) 0.4 $336k 2.9k 116.66
Raytheon Technologies Corp (RTX) 0.4 $331k 2.5k 132.48
Alphabet Cap Stk Cl A (GOOGL) 0.3 $311k 2.0k 154.65
Procter & Gamble Company (PG) 0.3 $307k 1.8k 170.46
Victory Portfolios Ii Victoryshs Us (VSMV) 0.3 $302k 6.2k 48.43
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV) 0.3 $301k 6.4k 46.67
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR) 0.3 $301k 7.1k 42.20
Wal-Mart Stores (WMT) 0.3 $301k 3.4k 87.79
D.R. Horton (DHI) 0.3 $294k 2.3k 127.14
ConocoPhillips (COP) 0.3 $291k 2.8k 105.03
Goldman Sachs (GS) 0.3 $275k 504.00 545.83
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $274k 2.9k 93.66
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR) 0.3 $267k 7.2k 37.20
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.3 $266k 4.9k 54.76
Citigroup Com New (C) 0.3 $266k 3.7k 71.00
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY) 0.3 $261k 5.6k 46.18
Ishares U S Etf Tr Short Maturity M (MEAR) 0.3 $259k 5.2k 50.24
Meta Platforms Cl A (META) 0.3 $246k 427.00 576.45
Johnson Ctls Intl SHS (JCI) 0.3 $242k 3.0k 80.11
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP) 0.3 $238k 6.9k 34.53
S&p Global (SPGI) 0.3 $233k 459.00 508.38
Becton, Dickinson and (BDX) 0.3 $230k 1.0k 229.13
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $226k 3.9k 58.36
Abbott Laboratories (ABT) 0.2 $226k 1.7k 132.68
Air Products & Chemicals (APD) 0.2 $222k 753.00 294.94
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT) 0.2 $218k 5.2k 41.50
American Electric Power Company (AEP) 0.2 $215k 2.0k 109.29
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN) 0.2 $214k 8.1k 26.45
Zoetis Cl A (ZTS) 0.2 $213k 1.3k 164.70
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $209k 7.9k 26.58