HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SCHWAB STRATEGIC TR |
675,999 | +14,457 | $62,679 |
| SCHG | 675,999 | +14,457 | $62,679 |
| SCHWAB STRATEGIC TR |
513,647 | +13,551 | $41,415 |
| SCHD | 513,647 | +13,551 | $41,415 |
| SCHWAB STRATEGIC TR |
595,669 | +14,217 | $36,366 |
| SCHB | 595,669 | +14,217 | $36,366 |
| ISHARES TR (AGG) |
335,819 | +10,603 | $32,890 |
| AGG | 335,819 | +10,603 | $32,890 |
| ISHARES TR (DGRO) |
484,017 | +8,168 | $28,102 |
| DGRO | 484,017 | +8,168 | $28,102 |
| ISHARES TR (IGM) |
247,896 | +205,059 | $21,364 |
| IGM | 247,896 | +205,059 | $21,364 |
| ISHARES TR (IJR) |
131,679 | +4,159 | $14,553 |
| IJR | 131,679 | +4,159 | $14,553 |
| VANGUARD INDEX FDS (VTI) |
53,887 | +491 | $14,005 |
| VTI | 53,887 | +491 | $14,005 |
| SELECT SECTOR SPDR TR (XLV) |
78,629 | +1,023 | $11,616 |
| XLV | 78,629 | +1,023 | $11,616 |
| ISHARES TR (MUB) |
59,640 | +3,224 | $6,417 |
| MUB | 59,640 | +3,224 | $6,417 |
| APPLE INC |
28,751 | +649 | $4,930 |
| AAPL | 28,751 | +649 | $4,930 |
 BERKSHIRE HATHAWAY INC DEL |
$4,222 | ||
| BRK.B | 10,041 | +3 | $4,222 |
| VANGUARD INDEX FDS (VOO) |
7,750 | -280 | $3,725 |
| VOO | 7,750 | -280 | $3,725 |
| CINTAS CORP |
5,187 | -673 | $3,563 |
| CTAS | 5,187 | -673 | $3,563 |
| BROWN & BROWN INC |
40,610 | -58 | $3,555 |
| BRO | 40,610 | -58 | $3,555 |
| CATERPILLAR INC |
9,686 | -78 | $3,549 |
| CAT | 9,686 | -78 | $3,549 |
| SHERWIN WILLIAMS CO |
10,190 | -141 | $3,539 |
| SHW | 10,190 | -141 | $3,539 |
| MICROSOFT CORP |
7,776 | +631 | $3,272 |
| MSFT | 7,776 | +631 | $3,272 |
| SMITH A O CORP |
36,208 | -1,925 | $3,239 |
| AOS | 36,208 | -1,925 | $3,239 |
| SPDR S&P 500 ETF TR (SPY) |
6,168 | +193 | $3,226 |
| SPY | 6,168 | +193 | $3,226 |
| AFLAC INC |
36,658 | -629 | $3,147 |
| AFL | 36,658 | -629 | $3,147 |
| LINDE PLC |
6,776 | +317 | $3,146 |
| LIN | 6,776 | +317 | $3,146 |
| LOWES COS INC |
12,005 | +107 | $3,058 |
| LOW | 12,005 | +107 | $3,058 |
| NVIDIA CORPORATION |
3,374 | +256 | $3,049 |
| NVDA | 3,374 | +256 | $3,049 |
| ABBVIE INC |
16,728 | +620 | $3,046 |
| ABBV | 16,728 | +620 | $3,046 |
| ROPER TECHNOLOGIES INC |
5,394 | -41 | $3,025 |
| ROP | 5,394 | -41 | $3,025 |
| AUTOMATIC DATA PROCESSING IN |
11,849 | +235 | $2,959 |
| ADP | 11,849 | +235 | $2,959 |
| EXPEDITORS INTL WASH INC |
23,419 | -154 | $2,847 |
| EXPD | 23,419 | -154 | $2,847 |
| S&P GLOBAL INC |
6,606 | -23 | $2,810 |
| SPGI | 6,606 | -23 | $2,810 |
| TARGET CORP |
15,829 | +2,514 | $2,805 |
| TGT | 15,829 | +2,514 | $2,805 |
| ILLINOIS TOOL WKS INC |
10,413 | -277 | $2,794 |
| ITW | 10,413 | -277 | $2,794 |
| MCDONALDS CORP |
9,550 | +87 | $2,693 |
| MCD | 9,550 | +87 | $2,693 |
| AMERICAN CENTY ETF TR (AVUV) |
28,616 | +28,616 | $2,682 |
| AVUV | 28,616 | +28,616 | $2,682 |
| NEXTERA ENERGY INC |
41,861 | +14,383 | $2,675 |
| NEE | 41,861 | +14,383 | $2,675 |
| PRICE T ROWE GROUP INC |
21,831 | +2,412 | $2,662 |
| TROW | 21,831 | +2,412 | $2,662 |
| NORDSON CORP |
9,434 | +152 | $2,590 |
| NDSN | 9,434 | +152 | $2,590 |
| ABBOTT LABS |
22,598 | +1,187 | $2,569 |
| ABT | 22,598 | +1,187 | $2,569 |
| ATMOS ENERGY CORP |
21,357 | +334 | $2,539 |
| ATO | 21,357 | +334 | $2,539 |
| INDEXIQ ACTIVE ETF TR (MMIT) |
103,212 | -1,455 | $2,517 |
| MMIT | 103,212 | -1,455 | $2,517 |
| AIR PRODS & CHEMS INC |
9,000 | +189 | $2,180 |
| APD | 9,000 | +189 | $2,180 |
| ISHARES TR (IUSV) |
20,746 | +290 | $1,876 |
| IUSV | 20,746 | +290 | $1,876 |
| AMAZON COM INC |
9,170 | +561 | $1,654 |
| AMZN | 9,170 | +561 | $1,654 |
| VANGUARD BD INDEX FDS (BND) |
16,426 | +1 | $1,193 |
| BND | 16,426 | +1 | $1,193 |
| PROSHARES TR (NOBL) |
10,893 | +198 | $1,105 |
| NOBL | 10,893 | +198 | $1,105 |
| HONEYWELL INTL INC |
5,038 | +15 | $1,034 |
| HON | 5,038 | +15 | $1,034 |
| ASML HOLDING N V |
1,036 | +20 | $1,005 |
| ASML | 1,036 | +20 | $1,005 |
| INVESCO EXCH TRADED FD TR II (SPHB) |
10,505 | UNCH | $922 |
| SPHB | 10,505 | UNCH | $922 |
| CANADIAN PACIFIC KANSAS CITY |
10,226 | UNCH | $902 |
| CP | 10,226 | UNCH | $902 |
| FIDELITY COVINGTON TRUST |
12,728 | -35,996 | $888 |
| FHLC | 12,728 | -35,996 | $888 |
| SPDR SER TR (HYMB) |
32,708 | -2,357 | $840 |
| HYMB | 32,708 | -2,357 | $840 |
See Full List: All Stocks Held By Legacy Financial Strategies LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Legacy Financial Strategies LLC
|
Size ($ in 1000's)
At 03/31/2024: $388,052 At 12/31/2023: $350,738 Legacy Financial Strategies LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Legacy Financial Strategies LLC 13F filings. Link to 13F filings: SEC filings |
