The Analysis of Legacy Advisory Services, LLC's Holdings
Currently, Legacy Advisory Services, LLC holds 50 types of securities in its portfolio with a total value $133.0M. In the most recent quarter, they have increased their positions in N/A (+3.1K shares, valued at $216.3K), USMV (+1.2K shares, valued at $114.0K), XLK (+751 shares, valued at $108.1K); decreased their positions in SHV (-7.7K shares, valued at $848.8K), SGOV (-1.6K shares, valued at $161.1K), RDDT (-400 shares, valued at $91.9K); initiated new positions in N/A (+3.1K shares, valued at $216.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SHV ISHARES TR244.5K shares-3.06%2025-12-312026-01-23
SPYM SPDR SERIES TRUST253.9K shares0.06%2025-12-312026-01-23 SGOV ISHARES TR166.1K shares-0.96%2025-12-312026-01-23 USMV ISHARES TR130.0K shares0.94%2025-12-312026-01-23 QUAL ISHARES TR39.2K shares0.17%2025-12-312026-01-23 IWX ISHARES TR67.8K shares0.54%2025-12-312026-01-23 IVV ISHARES TR8.5K shares1.00%2025-12-312026-01-23 MGC VANGUARD WORLD FD20.7K shares0.04%2025-12-312026-01-23 IWM ISHARES TR16.4K shares0.00%2025-12-312026-01-23 SPTM SPDR SERIES TRUST31.1K shares-0.41%2025-12-312026-01-23 IWL ISHARES TR14.3K shares0.06%2025-12-312026-01-23 IOO ISHARES TR18.7K shares1.42%2025-12-312026-01-23 AOR ISHARES TR31.6K shares-0.47%2025-12-312026-01-23 LGLV SPDR SERIES TRUST10.8K shares-0.54%2025-12-312026-01-23 VTWO VANGUARD SCOTTSDALE FDS9.2K shares-0.67%2025-12-312026-01-23 BROADCOM INC BROADCOM INC2.5K shares0.12%2025-12-312026-01-23 SHOP SHOPIFY INC5.1K shares0.00%2025-12-312026-01-23 EWBC EAST WEST BANCORP INC6.8K shares-2.43%2025-12-312026-01-23 MGK VANGUARD WORLD FD1.6K shares-4.18%2025-12-312026-01-23 V VISA INC1.8K shares0.11%2025-12-312026-01-23 WMT WALMART INC5.7K shares0.00%2025-12-312026-01-23 AN AUTONATION INC3.0K shares0.00%2025-12-312026-01-23 VCSH VANGUARD SCOTTSDALE FDS7.7K shares1.29%2025-12-312026-01-23 SPY SPDR S&P 500 ETF TR880 shares-6.38%2025-12-312026-01-23 ONEQ FIDELITY COMWLTH TR6.4K shares0.00%2025-12-312026-01-23 BOND PIMCO ETF TR6.1K shares0.13%2025-12-312026-01-23 SMMD ISHARES TR6.9K shares0.19%2025-12-312026-01-23 TMUS T-MOBILE US INC2.4K shares0.00%2025-12-312026-01-23 DIS DISNEY WALT CO4.2K shares0.00%2025-12-312026-01-23 BSV VANGUARD BD INDEX FDS5.7K shares1.33%2025-12-312026-01-23 CRS CARPENTER TECHNOLOGY CORP1.2K shares0.08%2025-12-312026-01-23 CMCSA COMCAST CORP NEW12.3K shares0.78%2025-12-312026-01-23 CROX CROCS INC4.0K shares0.00%2025-12-312026-01-23 HYS PIMCO ETF TR3.5K shares1.87%2025-12-312026-01-23 MAR MARRIOTT INTL INC NEW1.0K shares0.00%2025-12-312026-01-23 SPMB SPDR SERIES TRUST12.2K shares1.57%2025-12-312026-01-23 MMC MARSH & MCLENNAN COS INC1.4K shares0.44%2025-12-312026-01-23 EPD ENTERPRISE PRODS PARTNERS L7.9K shares0.00%2025-12-312026-01-23 ACWV ISHARES INC2.0K shares-1.11%2025-12-312026-01-23 HYMB SPDR SERIES TRUST9.7K shares-1.11%2025-12-312026-01-23 NET CLOUDFLARE INC1.2K shares-8.91%2025-12-312026-01-23 PLD PROLOGIS INC.1.8K shares0.51%2025-12-312026-01-23 AES AES CORP15.4K shares0.00%2025-12-312026-01-23 ARTY ISHARES TR4.5K shares0.00%2025-12-312026-01-23 XLK SELECT SECTOR SPDR TR1.5K shares100.00%2025-12-312026-01-23 RDDT REDDIT INC875 shares-31.37%2025-12-312026-01-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available