Legacy Financial Group LLC
CIK Number: 0001834011
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IUSG | iShares Core S&... | 144.03 | -0.85% | 469.15K | -4.84% | 65.38M | 116.8 | 10.58% |
| 2 | HELO | J.P. Morgan Exc... | 61.88 | -0.27% | 895.48K | +978.79% | 55.56M | 61.68 | 8.99% |
| 3 | SDY | SPDR S&P Divide... | 134.04 | -0.86% | 377.37K | +0.83% | 49.85M | 130.54 | 8.07% |
| 4 | VOO | Vanguard 500 In... | 549.20 | -0.88% | 67.88K | -2.65% | 36.57M | 473.68 | 5.92% |
| 5 | VB | Vanguard Small ... | 230.11 | -0.97% | 137.27K | -4.1% | 32.98M | 225.26 | 5.34% |
| 6 | IUSB | iShares Core To... | 45.69 | +0.27% | 553.14K | -7.47% | 25M | 45.4 | 4.05% |
| 7 | BINC | Blackrock Etf T... | 52.38 | +0.05% | 439.45K | +54.02% | 22.86M | 52.86 | 3.70% |
| 8 | VEA | Vanguard Develo... | 55.73 | -1.28% | 376.67K | +12.69% | 18.01M | 49.69 | 2.92% |
| 9 | BSJQ | Invesco BulletS... | 23.34 | -0.06% | 772.97K | +7.26% | 17.99M | 23.16 | 2.91% |
| 10 | IGIB | iShares 5-10 Ye... | 52.51 | +0.23% | 336.57K | +4.65% | 17.34M | 51.57 | 2.81% |
| 11 | EMXC | iShares MSCI Em... | 60.44 | -1.46% | 300.71K | +11.18% | 16.67M | 60.14 | 2.70% |
| 12 | BSCR | Invesco BulletS... | 19.63 | +0.03% | 855.47K | +7.75% | 16.66M | 19.26 | 2.70% |
| 13 | BSCS | Invesco BulletS... | 20.41 | -0.02% | 804.52K | +11.04% | 16.2M | 20.01 | 2.62% |
| 14 | IVW | iShares S&P 500... | 105.37 | -0.85% | 157.85K | -4.87% | 16.03M | 87.8 | 2.59% |
| 15 | QUAL | iShares MSCI US... | 177.75 | -0.98% | 79.64K | +3.82% | 14.18M | 163.5 | 2.30% |
| 16 | BSJT | Invesco BulletS... | 21.28 | +0.05% | 660.59K | +37.45% | 14.13M | 21.3 | 2.29% |
| 17 | DYNF | BlackRock U.S. ... | 52.27 | -0.86% | 257.73K | -1.03% | 13.21M | 44.65 | 2.14% |
| 18 | BSV | Vanguard Short-... | 78.16 | +0.11% | 169.14K | +38.01% | 13.07M | 76.8 | 2.12% |
| 19 | SHYG | iShares 0-5 Yea... | 42.59 | -0.1% | 245.94K | +5.85% | 10.48M | 42.66 | 1.70% |
| 20 | SPYV | SPDR Portfolio ... | 51.12 | -0.88% | 197.99K | +1.09% | 10.13M | 48.59 | 1.64% |
| 21 | IUSV | iShares Core S&... | 91.94 | -0.91% | 85.72K | +4.60% | 7.94M | 90.18 | 1.28% |
| 22 | AOA | iShares Core Ag... | 80.94 | -0.85% | 90.79K | -1.75% | 6.96M | 73.95 | 1.13% |
| 23 | USRT | iShares Core U.... | 56.70 | -0.23% | 119.07K | -2.73% | 6.82M | 53.18 | 1.10% |
| 24 | BND | Vanguard Total ... | 72.80 | +0.33% | 88.3K | +7.14% | 6.35M | 71.79 | 1.03% |
| 25 | MBB | iShares MBS ETF | 92.68 | +0.28% | 65.36K | +12.01% | 5.99M | 91.83 | 0.97% |
| 26 | EFG | iShares MSCI EA... | 108.29 | -1.34% | 60.17K | +13.16% | 5.83M | 102.9 | 0.94% |
| 27 | EFV | iShares MSCI EA... | 61.92 | -1.31% | 108.47K | +20.30% | 5.69M | 54.22 | 0.92% |
| 28 | IYW | iShares U.S. Te... | 164.89 | -0.61% | 33.34K | -5.51% | 5.32M | 133.58 | 0.86% |
| 29 | BRK-B | Berkshire Hatha... | 483.43 | -1.39% | 10.82K | +2.18% | 4.91M | 416.77 | 0.79% |
| 30 | BSJP | Invesco BulletS... | 23.11 | +0.02% | 197.48K | -28.71% | 4.56M | 22.93 | 0.74% |
| 31 | VO | Vanguard Mid Ca... | 271.50 | -0.82% | 15.4K | -6.34% | 4.07M | 246.3 | 0.66% |
| 32 | ITOT | iShares Core S&... | 130.11 | -0.88% | 31.02K | -2.34% | 3.99M | 115.64 | 0.65% |
| 33 | MTUM | iShares MSCI US... | 229.92 | -0.78% | 18.48K | +100.00% | 3.82M | 206.92 | 0.62% |
| 34 | MSFT | Microsoft Corpo... | 477.90 | -0.26% | 8.63K | +100.00% | 3.64M | 421.5 | 0.59% |
| 35 | CASY | Casey's General... | 507.31 | +0.18% | 8.9K | +100.00% | 3.53M | 396.23 | 0.57% |
| 36 | AMZN | Amazon.com, Inc... | 214.87 | -0.57% | 15.76K | +2.46% | 3.46M | 173.41 | 0.56% |
| 37 | AAPL | Apple Inc. | 195.57 | -1.44% | 11.17K | +0.92% | 2.8M | 172.28 | 0.45% |
| 38 | TLT | iShares 20+ Yea... | 86.50 | +1.22% | 29.72K | +19.88% | 2.6M | 91.66 | 0.42% |
| 39 | IAU | iShares Gold Tr... | 63.83 | +0.05% | 51.56K | +100.00% | 2.55M | 49.51 | 0.41% |
| 40 | VUG | Vanguard Growth... | 420.16 | -0.82% | 5.69K | +100.00% | 2.33M | 410.44 | 0.38% |
| 41 | ESN | Essential 40 St... | 15.72 | -0.57% | 124.84K | +100.00% | 1.86M | 14.86 | 0.30% |
| 42 | WM | Waste Managemen... | 234.03 | -0.27% | 8.79K | +100.00% | 1.77M | 201.79 | 0.29% |
| 43 | SPY | SPDR S&P 500 ET... | 597.40 | -0.88% | 2.88K | +100.00% | 1.69M | 586.08 | 0.27% |
| 44 | DE | Deere & Company | 522.91 | -0.29% | 3.88K | +100.00% | 1.64M | 423.7 | 0.27% |
| 45 | IFRA | iShares U.S. In... | 47.82 | -0.58% | 32.54K | -3.71% | 1.51M | 43.21 | 0.24% |
| 46 | BSJR | Invesco BulletS... | 22.64 | -0.15% | 63.45K | +12.74% | 1.42M | 22.24 | 0.23% |
| 47 | AOR | iShares Core Gr... | 60.05 | -0.43% | 23.7K | -4.62% | 1.36M | 55.46 | 0.22% |
| 48 | TSLA | Tesla, Inc. | 316.28 | -3.9% | 3.13K | +100.00% | 1.26M | 403.84 | 0.20% |
| 49 | IJR | iShares Core S&... | 105.81 | -1.09% | 9.48K | +100.00% | 1.09M | 115.22 | 0.18% |
| 50 | WFC | Wells Fargo & C... | 72.50 | -0.88% | 13.54K | -3.91% | 950.85K | 57.61 | 0.15% |
| 51 | CWB | SPDR Bloomberg ... | 80.43 | -0.56% | 12.06K | +19.94% | 939.4K | 73.7 | 0.15% |
| 52 | VOT | Vanguard Mid-Ca... | 270.97 | -0.87% | 3.41K | +100.00% | 865.29K | 253.75 | 0.14% |
| 53 | VOE | Vanguard Mid-Ca... | 161.54 | -0.79% | 5.13K | +100.00% | 830.2K | 161.77 | 0.13% |
| 54 | BUFD | FT Cboe Vest Fu... | 25.92 | -0.61% | 32.31K | -30.36% | 824.65K | 24.02 | 0.13% |
| 55 | WMT | Walmart Inc. | 94.21 | -0.08% | 8.86K | +100.00% | 800.38K | 90.35 | 0.13% |
| 56 | NUBD | Nuveen ESG U.S.... | 21.99 | +0.21% | 36.16K | -3.86% | 787.65K | 21.72 | 0.13% |
| 57 | XSOE | WisdomTree Emer... | 33.40 | -1.24% | 25.77K | -35.61% | 785.38K | 29.73 | 0.13% |
| 58 | PFG | Principal Finan... | 75.77 | -1.25% | 9.96K | +100.00% | 771.36K | 77.41 | 0.12% |
| 59 | VTI | Vanguard Total ... | 293.93 | -0.86% | 2.63K | +100.00% | 761.04K | 289.81 | 0.12% |
| 60 | EMB | iShares J.P. Mo... | 91.06 | +0.05% | 8.25K | +100.00% | 734.22K | 89.04 | 0.12% |
| 61 | IJH | iShares Core S&... | 60.20 | -0.88% | 11.49K | -5.86% | 716.16K | 60.38 | 0.12% |
| 62 | AOM | iShares Core Mo... | 45.06 | -0.33% | 15.84K | +2.48% | 688.05K | 42.71 | 0.11% |
| 63 | TIP | iShares TIPS Bo... | 109.03 | +0.53% | 6.29K | -41.72% | 670.76K | 108.03 | 0.11% |
| 64 | NVDA | NVIDIA Corporat... | 144.07 | -0.43% | 4.78K | +100.00% | 641.24K | 134.29 | 0.10% |
| 65 | RLY | SPDR SSgA Multi... | 29.52 | -0.12% | 23.42K | +0.07% | 632.91K | 27.96 | 0.10% |
| 66 | TRV | The Travelers C... | 264.15 | -0.37% | 2.61K | +100.00% | 627.8K | 240.89 | 0.10% |
| 67 | IWC | iShares Micro-C... | 123.09 | -0.84% | 4.76K | +100.00% | 621.31K | 130.38 | 0.10% |
| 68 | ORLY | O'Reilly Automo... | 88.78 | +0.75% | 506 | +100.00% | 600.01K | 1185.8 | 0.10% |
| 69 | HD | The Home Depot,... | 348.70 | -1.37% | 1.51K | +100.00% | 588.15K | 388.99 | 0.10% |
| 70 | PRF | Invesco FTSE RA... | 41.16 | -0.81% | 14.47K | 0.00% | 583.68K | 38.32 | 0.09% |
| 71 | NULG | Nuveen ESG Larg... | 89.55 | -0.9% | 6.78K | +100.00% | 581.74K | 85.84 | 0.09% |
| 72 | JEPI | JPMorgan Equity... | 55.86 | -0.72% | 9.66K | +100.00% | 555.84K | 57.53 | 0.09% |
| 73 | VTV | Vanguard Value ... | 172.71 | -0.87% | 3.02K | +100.00% | 510.61K | 169.3 | 0.08% |
| 74 | BSJS | Invesco BulletS... | 21.88 | -0.3% | 22.18K | +39.55% | 480.96K | 22.02 | 0.08% |
| 75 | LPLA | LPL Financial H... | 377.93 | -0.48% | 1.37K | +100.00% | 446.01K | 326.51 | 0.07% |
| 76 | NULV | Nuveen ESG Larg... | 40.65 | -0.89% | 11.23K | -3.48% | 442.24K | 38.67 | 0.07% |
| 77 | EMR | Emerson Electri... | 127.47 | -0.94% | 3.52K | +100.00% | 436.36K | 123.93 | 0.07% |
| 78 | CAT | Caterpillar Inc... | 357.72 | -1.3% | 1.18K | +100.00% | 428.71K | 362.76 | 0.07% |
| 79 | IVV | iShares Core S&... | 598.51 | -0.87% | 695 | +100.00% | 409.38K | 588.68 | 0.07% |
| 80 | XOM | Exxon Mobil Cor... | 114.00 | +1.36% | 3.76K | +100.00% | 404.13K | 107.57 | 0.07% |
| 81 | VDE | Vanguard Energy... | 124.66 | +0.97% | 3.14K | +100.00% | 380.69K | 121.31 | 0.06% |
| 82 | AEE | Ameren Corporat... | 94.33 | -0.51% | 4.13K | +100.00% | 368.15K | 89.14 | 0.06% |
| 83 | NUDM | Nuveen ESG Inte... | 34.47 | -1.35% | 12.01K | -5.85% | 361.14K | 30.95 | 0.06% |
| 84 | SCHV | Schwab U.S. Lar... | 27.02 | -0.83% | 13.7K | +100.00% | 357.03K | 26.07 | 0.06% |
| 85 | AOK | iShares Core Co... | 38.37 | -0.09% | 9.43K | +100.00% | 351.85K | 37.3 | 0.06% |
| 86 | FI | Fiserv, Inc. | 163.43 | -0.88% | 1.66K | +100.00% | 339.97K | 205.42 | 0.06% |
| 87 | GOVT | iShares U.S. Tr... | 22.74 | +0.40% | 14.47K | +26.59% | 332.57K | 22.67 | 0.05% |
| 88 | VWO | Vanguard Emergi... | 48.28 | -1.13% | 7.4K | +100.00% | 325.75K | 44.04 | 0.05% |
| 89 | LAMR | Lamar Advertisi... | 119.55 | +0.10% | 2.56K | +100.00% | 312.22K | 121.74 | 0.05% |
| 90 | IEFA | iShares Core MS... | 80.91 | -1.24% | 4.41K | +100.00% | 309.8K | 70.28 | 0.05% |
| 91 | BNDX | Vanguard Total ... | 49.34 | +0.10% | 6.08K | +100.00% | 298.44K | 49.05 | 0.05% |
| 92 | GLD | SPDR Gold Share... | 311.95 | +0.05% | 1.23K | +100.00% | 298.3K | 242.13 | 0.05% |
| 93 | SPLB | SPDR Portfolio ... | 22.14 | +0.64% | 12.81K | -95.26% | 284.79K | 22.81 | 0.05% |
| 94 | KDP | Keurig Dr Peppe... | 32.88 | -0.66% | 8.62K | +100.00% | 276.84K | 32.12 | 0.04% |
| 95 | GOOG | Alphabet Inc. | 177.16 | -0.44% | 1.43K | +100.00% | 272.77K | 190.44 | 0.04% |
| 96 | QQQ | Invesco QQQ Tru... | 528.89 | -1.01% | 530 | +100.00% | 270.74K | 511.23 | 0.04% |
| 97 | XPO | XPO Logistics, ... | 119.80 | -2.25% | 1.98K | +100.00% | 260.07K | 131.15 | 0.04% |
| 98 | PG | The Procter & G... | 158.46 | -1.5% | 1.52K | +100.00% | 254.83K | 167.65 | 0.04% |
| 99 | VYM | Vanguard High D... | 130.07 | -0.9% | 1.97K | +100.00% | 251.29K | 127.59 | 0.04% |
| 100 | SCHD | Schwab U.S. Div... | 26.70 | -0.8% | 8.81K | +100.00% | 240.63K | 27.32 | 0.04% |
| 101 | GNRC | Generac Holding... | 124.25 | -1.63% | 1.54K | +100.00% | 238.78K | 155.05 | 0.04% |
| 102 | META | Meta Platforms,... | 697.17 | -0.7% | 392 | +100.00% | 229.48K | 585.51 | 0.04% |
| 103 | PEP | PepsiCo, Inc. | 129.25 | -1.64% | 1.44K | +100.00% | 219.49K | 152.06 | 0.04% |
| 104 | BSCU | Invesco BulletS... | 16.66 | +0.09% | 13.22K | +100.00% | 216.35K | 16.37 | 0.04% |
| 105 | CTVA | Corteva, Inc. | 74.22 | +0.04% | 3.77K | +100.00% | 214.51K | 56.96 | 0.03% |
| 106 | BIV | Vanguard Interm... | 76.33 | +0.34% | 2.85K | +100.00% | 212.98K | 74.73 | 0.03% |
| 107 | T | AT&T Inc. | 27.64 | -1.16% | 9.32K | +100.00% | 212.25K | 22.77 | 0.03% |
| 108 | NUHY | Nuveen ESG High... | 21.37 | -0.14% | 9.98K | -5.5% | 210.79K | 20.96 | 0.03% |
| 109 | IJK | iShares S&P Mid... | 88.11 | -0.76% | 2.29K | +100.00% | 208.5K | 90.93 | 0.03% |
| 110 | LNT | Alliant Energy ... | 60.05 | -0.67% | 3.46K | +100.00% | 204.31K | 59.14 | 0.03% |
| 111 | F | Ford Motor Comp... | 10.41 | -1.93% | 18.43K | -3.2% | 182.5K | 13.09 | 0.03% |