Portfolio (Quarterly)
Guide ↗
LEGACY SOLUTIONS, LLC
· CIK 0002053314| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | V | VISA INC | Financial Services | 1,144.0 | $393K | 0.32% | +21.0 | +1.9% | $343.10 | +9.3% |
| 22 | XOM | EXXON MOBIL CORP | Energy | 2,348.0 | $321K | 0.26% | +14.0 | +0.6% | $136.69 | +16.7% |
| 23 | AEP | AMERICAN ELEC PWR CO INC | Utilities | 2,219.0 | $304K | 0.25% | +13.0 | +0.6% | $136.81 | -9.0% |
| 24 | IWF | ISHARES TR | — | 2,399.0 | $298K | 0.24% | +2K | +279.6% | $124.15 | -0.6% |
| 25 | TSLA | TESLA INC | Consumer Cyclical | 699.0 | $294K | 0.24% | +18.0 | +2.6% | $420.60 | -15.8% |
| 26 | IJH | ISHARES TR | — | 3,792.0 | $292K | 0.24% | +609.0 | +19.1% | $77.10 | -1.6% |
| 27 | ARKK | ARK ETF TR | — | 3,552.0 | $287K | 0.23% | +137.0 | +4.0% | $80.82 | +6.7% |
| 28 | PG | PROCTER & GAMBLE CO | Consumer Defensive | 1,928.0 | $283K | 0.23% | +71.0 | +3.8% | $146.67 | -0.2% |
| 29 | SCHV | SCHWAB STRATEGIC TR | — | 8,008.0 | $279K | 0.23% | +210.0 | +2.7% | $34.81 | +0.0% |
| 30 | — | BERKSHIRE HATHAWAY INC DEL | — | 534.0 | $267K | 0.22% | +41.0 | +8.3% | $500.39 | — |
| 31 | LHX | L3HARRIS TECHNOLOGIES INC | Industrials | 865.0 | $251K | 0.20% | +10.0 | +1.2% | $290.64 | -11.8% |
| 32 | APD | AIR PRODUCTS AND CHEMICALS I | Basic Materials | 835.0 | $245K | 0.20% | +25.0 | +3.1% | $293.16 | +2.8% |
| 33 | JPM | JPMORGAN CHASE & CO | Financial Services | 737.0 | $241K | 0.20% | +37.0 | +5.3% | $327.20 | +9.6% |
| 34 | SPGI | S&P GLOBAL INC | Financial Services | 553.0 | $225K | 0.18% | +38.0 | +7.4% | $407.20 | +8.9% |
| 35 | EOG | EOG RES INC | Energy | 1,571.0 | $204K | 0.17% | +10.0 | +0.6% | $129.70 | +11.9% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
33.1%
Technology
31.5%
Utilities
8.7%
Industrials
6.1%
Communication Services
5.9%
Consumer Cyclical
5.2%
Energy
4.6%
Consumer Defensive
3.7%
Basic Materials
1.3%