Legacy Solutions, LLC Top Holdings and 13F Report (2025) About Legacy Solutions, LLCInvestment ActivityLegacy Solutions, LLC has $91.77 million in total holdings as of December 31, 2024.Legacy Solutions, LLC owns shares of 69 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Largest Holdings SPDR Portfolio S&P 500 ETF $14,637,085iShares Core S&P U.S. Growth ETF $7,012,716SPDR Portfolio Developed World ex-US ETF $6,892,297iShares Core S&P U.S. Value ETF $6,456,783VanEck Morningstar Wide Moat ETF $6,097,785 Sector AllocationMap of 500 Largest Holdings ofLegacy Solutions, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$14,637,085212,31615.9%ETFIUSGiShares Core S&P U.S. Growth ETF$7,012,71650,3247.6%ManufacturingSPDWSPDR Portfolio Developed World ex-US ETF$6,892,297201,9427.5%ETFIUSViShares Core S&P U.S. Value ETF$6,456,78369,7357.0%ManufacturingMOATVanEck Morningstar Wide Moat ETF$6,097,78565,7626.6%ETFCGGRCapital Group Growth ETF$5,786,177155,6686.3%ETFIVOOVanguard S&P Mid-Cap 400 ETF$3,816,03136,1714.2%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$3,176,66670,7183.5%ETFSPEMSPDR Portfolio Emerging Markets ETF$2,589,86867,4972.8%ETFHTRBHartford Total Return Bond ETF$2,265,14667,9612.5%ETFFBNDFidelity Total Bond ETF$2,126,79447,3992.3%ETFSPABSPDR Portfolio Aggregate Bond ETF$2,046,99781,9132.2%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$1,687,81316,8211.8%ETFGSYInvesco Ultra Short Duration ETF$1,389,00227,7191.5%ETFFSKFS KKR Capital$1,332,43561,3461.5%FinanceFMBFirst Trust Managed Municipal ETF$1,316,58625,8101.4%ManufacturingVUSBVanguard Ultra-Short Bond ETF$1,204,92624,2831.3%ETFBSVVanguard Short-Term Bond ETF$1,058,98813,7051.2%ETFFSEPFT Vest U.S. Equity Buffer ETF - September$911,30919,9431.0%ETFAAPLApple$844,7833,3730.9%Computer and TechnologyMSFTMicrosoft$793,6991,8830.9%Computer and TechnologyAVGOBroadcom$726,0373,1320.8%Computer and TechnologyFAUGFT Vest U.S. Equity Buffer ETF - August$721,13715,4950.8%ETFQQQInvesco QQQ$711,0291,3910.8%FinanceCEGConstellation Energy$701,5553,1360.8%Oils/EnergyIVViShares Core S&P 500 ETF$700,6411,1900.8%ETFNVDANVIDIA$700,0735,2130.8%Computer and TechnologyQQQMInvesco NASDAQ 100 ETF$686,2773,2610.7%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$616,8004,7960.7%ETFFJUNFT Vest U.S. Equity Buffer ETF - June$573,34911,1590.6%ManufacturingSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$573,14612,0940.6%FinanceEXCExelon$465,83312,3760.5%UtilitiesDSEPFT Vest U.S. Equity Deep Buffer ETF - September$449,62511,0890.5%ETFQSPTFT Vest Nasdaq-100 Buffer ETF - September$449,07316,2430.5%ETFSPYSPDR S&P 500 ETF Trust$444,9017590.5%FinanceAMZNAmazon.com$425,8361,9410.5%Retail/WholesaleMSIMotorola Solutions$407,2258810.4%Computer and TechnologyMTUMiShares MSCI USA Momentum Factor ETF$397,7001,9220.4%ETFGOOGLAlphabet$377,1891,9930.4%Computer and TechnologySCHDSchwab US Dividend Equity ETF$374,27413,7000.4%ETFBUFRFT Vest Laddered Buffer ETF$361,00911,8480.4%ETFMSMorgan Stanley$360,7582,8700.4%FinanceVVisa$355,5771,1250.4%Business ServicesDHID.R. Horton$324,3822,3200.4%ConstructionFMARFT Vest U.S. Equity Buffer ETF - March$317,2567,3320.3%ETFWMTWalmart$311,2563,4450.3%Retail/WholesaleFNOVFT Vest U.S. Equity Buffer ETF - November$308,2486,4460.3%ETFPGProcter & Gamble$301,9381,8010.3%Consumer StaplesVSMVVictoryShares US Multi-Factor Minimum Volatility ETF$299,2296,2300.3%ETFGSThe Goldman Sachs Group$288,8255040.3%FinanceRTXRTX$286,8672,4790.3%AerospaceUSMViShares MSCI USA Min Vol Factor ETF$277,5913,1260.3%ETFCOWZPacer US Cash Cows 100 ETF$273,3464,8400.3%ETFCOPConocoPhillips$270,6352,7290.3%Oils/EnergyFMAYFT Vest U.S. Equity Buffer ETF - May$267,6955,6440.3%ETFCCitigroup$263,2593,7400.3%FinanceMEARiShares Short Maturity Municipal Bond Active ETF$257,7925,1610.3%ETFMETAMeta Platforms$247,6864230.3%Computer and TechnologyFIRST TR EXCHNG TRADED FD VI$241,5666,8940.3%FT VEST U.S EQTIJHiShares Core S&P Mid-Cap ETF$238,4273,8260.3%ETFJCIJohnson Controls International$237,1853,0050.3%ConstructionQJUNFT Vest Nasdaq-100 Buffer ETF - June$226,2308,0710.2%ETFBDXBecton, Dickinson and Company$225,8869960.2%MedicalFOCTFT Vest U.S. Equity Buffer ETF - October$223,5525,2440.2%ETFAPDAir Products and Chemicals$221,0107620.2%Basic MaterialsSPGIS&P Global$220,6274430.2%Business ServicesZTSZoetis$208,8761,2820.2%MedicalTSLATesla$206,7665120.2%Auto/Tires/TrucksSCHVSchwab U.S. Large-Cap Value ETF$204,2157,8330.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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