Legacy Solutions, LLC
- SEC CIK
- 0002053314
- Latest filing
- Jul 6, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 3, 2025. Long positions only.
- Positions
- 69
- No filing for Q3 2024
- Portfolio value
- $91.8M
- No filing for Q3 2024
Legacy Solutions, LLC did not file a 13F for Q3 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 7,833 | $204.2K | 0.2% | – | – | – |
| TSLATesla, Inc. | Stock | 512 | $206.8K | 0.2% | – | – | History |
| ZTSZoetis Inc. | Stock | 1,282 | $208.9K | 0.2% | – | – | History |
| SPGIS&P Global Inc. | Stock | 443 | $220.6K | 0.2% | – | – | History |
| APDAir Products & Chemicals, Inc. | Stock | 762 | $221.0K | 0.2% | – | – | History |
| First Tr Exchng Traded FD VI33740F664 | FT VEST US EQT | 5,244 | $223.6K | 0.2% | – | – | – |
| BDXBecton Dickinson & Co | Stock | 996 | $225.9K | 0.2% | – | – | History |
| First Tr Exchng Traded FD VI33740F557 | FT VEST NAS | 8,071 | $226.2K | 0.2% | – | – | – |
| JCIJohnson Controls International plc | Stock | 3,005 | $237.2K | 0.3% | – | – | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,826 | $238.4K | 0.3% | – | – | – |
| First Tr Exchng Traded FD VI33740U711 | FT VEST U.S EQT | 6,894 | $241.6K | 0.3% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 423 | $247.7K | 0.3% | – | – | History |
| iShares U S ETF Tr46431W838 | SHOR MAT MUN ETF | 5,161 | $257.8K | 0.3% | – | – | – |
| CCitigroup Inc | Stock | 3,740 | $263.3K | 0.3% | – | – | History |
| First Tr Exchng Traded FD VI33740F748 | FT VEST US EQT | 5,644 | $267.7K | 0.3% | – | – | – |
| COPConocoPhillips | Stock | 2,729 | $270.6K | 0.3% | – | – | History |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 4,840 | $273.3K | 0.3% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 3,126 | $277.6K | 0.3% | – | – | – |
| RTXRTX Corp | Stock | 2,479 | $286.9K | 0.3% | – | – | History |
| GSGoldman Sachs Group Inc | Stock | 504 | $288.8K | 0.3% | – | – | History |
| Victory Portfolios II92647N691 | VICTORYSHS US | 6,230 | $299.2K | 0.3% | – | – | – |
| PGProcter & Gamble Co | Stock | 1,801 | $301.9K | 0.3% | – | – | History |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 6,446 | $308.2K | 0.3% | – | – | – |
| WMTWalmart Inc. | Stock | 3,445 | $311.3K | 0.3% | – | – | History |
| First Tr Exchng Traded FD VI33740F599 | FT VEST US EQT | 7,332 | $317.3K | 0.3% | – | – | – |
| DHIHorton D R Inc | COM | 2,320 | $324.4K | 0.4% | – | – | History |
| VVisa Inc. | Stock | 1,125 | $355.6K | 0.4% | – | – | History |
| MSMorgan Stanley | Stock | 2,870 | $360.8K | 0.4% | – | – | History |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 11,848 | $361.0K | 0.4% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 13,700 | $374.3K | 0.4% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 1,993 | $377.2K | 0.4% | – | – | History |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 1,922 | $397.7K | 0.4% | – | – | – |
| MSIMotorola Solutions, Inc. | Stock | 881 | $407.2K | 0.4% | – | – | History |
| AMZNAmazon Com Inc | Stock | 1,941 | $425.8K | 0.5% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 759 | $444.9K | 0.5% | – | – | History |
| First Tr Exchng Traded FD VI33740U836 | FT VEST NAS | 16,243 | $449.1K | 0.5% | – | – | – |
| First Tr Exchng Traded FD VI33740F680 | FT VEST US EQT | 11,089 | $449.6K | 0.5% | – | – | – |
| EXCExelon Corp | Stock | 12,376 | $465.8K | 0.5% | – | – | History |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 12,094 | $573.1K | 0.6% | – | – | – |
| First Tr Exchng Traded FD VI33740F722 | FT VEST US EQT | 11,159 | $573.3K | 0.6% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 4,796 | $616.8K | 0.7% | – | – | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 3,261 | $686.3K | 0.7% | – | – | – |
| NVDANVIDIA Corp | Stock | 5,213 | $700.1K | 0.8% | – | – | History |
| iShares Core S&P 500 ETF464287200 | ETF | 1,190 | $700.6K | 0.8% | – | – | – |
| CEGConstellation Energy Corp | Stock | 3,136 | $701.6K | 0.8% | – | – | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,391 | $711.0K | 0.8% | – | – | – |
| First Tr Exchng Traded FD VI33740F862 | FT VEST US EQT | 15,495 | $721.1K | 0.8% | – | – | – |
| AVGOBroadcom Inc. | Stock | 3,132 | $726.0K | 0.8% | – | – | History |
| MSFTMicrosoft Corp | Stock | 1,883 | $793.7K | 0.9% | – | – | History |
| AAPLApple Inc. | Stock | 3,373 | $844.8K | 0.9% | – | – | History |
| First Tr Exchng Traded FD VI33740U307 | FT VEST US EQT | 19,943 | $911.3K | 1.0% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 13,705 | $1.06M | 1.2% | – | – | – |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 24,283 | $1.20M | 1.3% | – | – | – |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 25,810 | $1.32M | 1.4% | – | – | – |
| FSKFS KKR Capital Corp | COM | 61,346 | $1.33M | 1.5% | – | – | History |
| Invesco Actively Managed Exc46090A887 | ULTRA SHRT DUR | 27,719 | $1.39M | 1.5% | – | – | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 16,821 | $1.69M | 1.8% | – | – | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 81,913 | $2.05M | 2.2% | – | – | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 47,399 | $2.13M | 2.3% | – | – | – |
| Hartford FDS Exchange Traded41653L305 | TOTAL RTRN ETF | 67,961 | $2.27M | 2.5% | – | – | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 67,497 | $2.59M | 2.8% | – | – | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 70,718 | $3.18M | 3.5% | – | – | – |
| Vanguard Admiral FDS Inc921932885 | MIDCP 400 IDX | 36,171 | $3.82M | 4.2% | – | – | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 155,668 | $5.79M | 6.3% | – | – | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 65,762 | $6.10M | 6.6% | – | – | – |
| iShares Core S&P US Value ETF464287663 | ETF | 69,735 | $6.46M | 7.0% | – | – | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 201,942 | $6.89M | 7.5% | – | – | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 50,324 | $7.01M | 7.6% | – | – | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 212,316 | $14.6M | 15.9% | – | – | – |