Legacy Solutions, LLC Top Holdings and 13F Report (2025) About Legacy Solutions, LLCInvestment ActivityLegacy Solutions, LLC has $90.78 million in total holdings as of March 31, 2025.Legacy Solutions, LLC owns shares of 71 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 2.81% of the portfolio was purchased this quarter.About 0.66% of the portfolio was sold this quarter.This quarter, Legacy Solutions, LLC has purchased 69 new stocks and bought additional shares in 35 stocks.Legacy Solutions, LLC sold shares of 18 stocks and completely divested from 1 stock this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $14,204,468SPDR Portfolio Developed World ex-US ETF $7,553,825iShares Core S&P U.S. Value ETF $6,643,466iShares Core S&P U.S. Growth ETF $6,522,140VanEck Morningstar Wide Moat ETF $5,532,804 Largest New Holdings this Quarter 33740F482 - FT Cboe Vest U.S. Equity Moderate Buffer ETF - March $266,984 Holding002824100 - Abbott Laboratories $225,556 Holding025537101 - American Electric Power $214,544 Holding Largest Purchases this Quarter FT Cboe Vest U.S. Equity Moderate Buffer ETF - March 7,177 shares (about $266.98K)SPDR Portfolio S&P 500 ETF 3,689 shares (about $242.59K)Abbott Laboratories 1,700 shares (about $225.56K)American Electric Power 1,963 shares (about $214.54K)iShares Core S&P U.S. Value ETF 2,250 shares (about $207.65K) Largest Sales this Quarter VanEck Morningstar Wide Moat ETF 2,889 shares (about $254.23K)Capital Group Growth ETF 843 shares (about $28.87K)iShares MSCI USA Min Vol Factor ETF 198 shares (about $18.54K)Invesco QQQ 33 shares (about $15.47K)Microsoft 38 shares (about $14.27K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLegacy Solutions, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$14,204,468$242,588 ▲1.7%216,00515.6%ETFSPDWSPDR Portfolio Developed World ex-US ETF$7,553,825$201,129 ▲2.7%207,4668.3%ETFIUSViShares Core S&P U.S. Value ETF$6,643,466$207,652 ▲3.2%71,9857.3%ManufacturingIUSGiShares Core S&P U.S. Growth ETF$6,522,140$126,953 ▲2.0%51,3237.2%ManufacturingMOATVanEck Morningstar Wide Moat ETF$5,532,804$254,231 ▼-4.4%62,8736.1%ETFCGGRCapital Group Growth ETF$5,302,742$28,873 ▼-0.5%154,8255.8%ETFIVOOVanguard S&P Mid-Cap 400 ETF$3,670,041$99,983 ▲2.8%37,1844.0%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$2,985,161$102,715 ▲3.6%73,2383.3%ETFSPEMSPDR Portfolio Emerging Markets ETF$2,742,381$85,039 ▲3.2%69,6573.0%ETFHTRBHartford Total Return Bond ETF$2,432,780$131,614 ▲5.7%71,8482.7%ETFFBNDFidelity Total Bond ETF$2,224,968$61,216 ▲2.8%48,7402.5%ETFSPABSPDR Portfolio Aggregate Bond ETF$2,148,011$55,958 ▲2.7%84,1042.4%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$1,767,961$75,464 ▲4.5%17,5711.9%ETFGSYInvesco Ultra Short Duration ETF$1,524,257$134,974 ▲9.7%30,4121.7%ETFFMBFirst Trust Managed Municipal ETF$1,296,185$5,193 ▼-0.4%25,7071.4%ManufacturingFSKFS KKR Capital$1,285,1980.0%61,3461.4%FinanceVUSBVanguard Ultra-Short Bond ETF$1,251,312$40,682 ▲3.4%25,0991.4%ETFBSVVanguard Short-Term Bond ETF$1,137,899$65,052 ▲6.1%14,5361.3%ETFFSEPFT Vest U.S. Equity Buffer ETF - September$888,4610.0%19,9431.0%ETFAAPLApple$773,169$23,988 ▲3.2%3,4810.9%Computer and TechnologyFAUGFT Vest U.S. Equity Buffer ETF - August$696,994$7,824 ▼-1.1%15,3230.8%ETFMSFTMicrosoft$692,647$14,266 ▼-2.0%1,8450.8%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$688,216$103,092 ▲17.6%5,6410.8%ETFIVViShares Core S&P 500 ETF$671,741$2,811 ▲0.4%1,1950.7%ETFQQQInvesco QQQ$636,647$15,471 ▼-2.4%1,3580.7%FinanceCEGConstellation Energy$631,102$1,210 ▼-0.2%3,1300.7%EnergyQQQMInvesco NASDAQ 100 ETF$629,4380.0%3,2610.7%ETFSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$568,789$6,902 ▼-1.2%11,9490.6%FinanceEXCExelon$567,429$2,857 ▼-0.5%12,3140.6%UtilitiesNVDANVIDIA$561,424$3,577 ▼-0.6%5,1800.6%Computer and TechnologyFJUNFT Vest U.S. Equity Buffer ETF - June$549,089$7,633 ▼-1.4%11,0060.6%ManufacturingAVGOBroadcom$531,014$6,696 ▲1.3%3,1720.6%Computer and TechnologySPYSPDR S&P 500 ETF Trust$461,814$37,459 ▲8.8%8260.5%FinanceDSEPFT Vest U.S. Equity Deep Buffer ETF - September$439,9650.0%11,0890.5%ETFQSPTFT Vest Nasdaq-100 Buffer ETF - September$430,5320.0%16,2430.5%ETFVVisa$396,990$2,803 ▲0.7%1,1330.4%Business ServicesMTUMiShares MSCI USA Momentum Factor ETF$388,4940.0%1,9220.4%ETFSCHDSchwab US Dividend Equity ETF$387,126$4,082 ▲1.1%13,8460.4%ETFMSIMotorola Solutions$383,185$2,628 ▼-0.7%8750.4%Computer and TechnologyAMZNAmazon.com$360,543$8,752 ▼-2.4%1,8950.4%Retail/WholesaleBUFRFT Vest Laddered Buffer ETF$351,7670.0%11,8480.4%ETFMSMorgan Stanley$335,618$817 ▲0.2%2,8770.4%FinanceRTXRTX$330,546$2,120 ▲0.6%2,4950.4%AerospaceGOOGLAlphabet$311,002$2,784 ▲0.9%2,0110.3%Computer and TechnologyPGProcter & Gamble$307,343$341 ▲0.1%1,8030.3%Consumer StaplesVSMVVictoryShares US Multi-Factor Minimum Volatility ETF$301,7190.0%6,2300.3%ETFFNOVFT Vest U.S. Equity Buffer ETF - November$300,8390.0%6,4460.3%ETFFMARFT Vest U.S. Equity Buffer ETF - March$300,591$8,820 ▼-2.9%7,1230.3%ETFWMTWalmart$300,520$1,931 ▼-0.6%3,4230.3%Retail/WholesaleDHID.R. Horton$294,319$636 ▼-0.2%2,3150.3%ConstructionCOPConocoPhillips$290,605$3,991 ▲1.4%2,7670.3%EnergyGSThe Goldman Sachs Group$275,0990.0%5040.3%FinanceUSMViShares MSCI USA Min Vol Factor ETF$274,228$18,544 ▼-6.3%2,9280.3%ETFGMARFT Cboe Vest U.S. Equity Moderate Buffer ETF - March$266,984$266,984 ▲New Holding7,1770.3%ETFCOWZPacer US Cash Cows 100 ETF$266,399$1,369 ▲0.5%4,8650.3%ETFCCitigroup$265,810$284 ▲0.1%3,7440.3%FinanceFMAYFT Vest U.S. Equity Buffer ETF - May$260,6320.0%5,6440.3%ETFMEARiShares Short Maturity Municipal Bond Active ETF$259,2890.0%5,1610.3%ETFMETAMeta Platforms$246,145$2,306 ▲0.9%4270.3%Computer and TechnologyJCIJohnson Controls International$241,852$1,122 ▲0.5%3,0190.3%ConstructionFIRST TR EXCHNG TRADED FD VI$238,0840.0%6,8940.3%FT VEST U.S EQTSPGIS&P Global$233,346$8,134 ▲3.6%4590.3%Business ServicesBDXBecton, Dickinson and Company$230,045$1,833 ▲0.8%1,0040.3%MedicalIJHiShares Core S&P Mid-Cap ETF$225,601$2,334 ▲1.0%3,8660.2%ETFABTAbbott Laboratories$225,556$225,556 ▲New Holding1,7000.2%MedicalAPDAir Products and Chemicals$222,087$2,654 ▼-1.2%7530.2%Basic MaterialsFOCTFT Vest U.S. Equity Buffer ETF - October$217,6260.0%5,2440.2%ETFAEPAmerican Electric Power$214,544$214,544 ▲New Holding1,9630.2%UtilitiesQJUNFT Vest Nasdaq-100 Buffer ETF - June$213,4780.0%8,0710.2%ETFZTSZoetis$213,282$2,141 ▲1.0%1,2950.2%MedicalSCHVSchwab U.S. Large-Cap Value ETF$209,327$1,116 ▲0.5%7,8750.2%ETFTSLATesla$0$206,766 ▼-100.0%00.0%Auto/Tires/TrucksShowing largest 100 holdings. 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