Portfolio (Quarterly)
Guide ↗
LEGACY SOLUTIONS, LLC
· CIK 0002053314| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | C | CITIGROUP INC | Financial Services | 4,069.0 | $475K | 0.42% | NEW | — | $116.70 | +7.3% |
| 42 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 524.0 | $460K | 0.40% | NEW | — | $878.25 | +12.5% |
| 43 | V | VISA INC | Financial Services | 1,220.0 | $428K | 0.38% | NEW | — | $350.75 | -5.7% |
| 44 | BUFR | FIRST TR EXCHNG TRADED FD VI | — | 12,182.0 | $417K | 0.37% | NEW | — | $34.26 | +5.7% |
| 45 | FDEC | FIRST TR EXCHNG TRADED FD VI | — | 8,145.0 | $417K | 0.37% | NEW | — | $51.18 | +5.4% |
| 46 | WMT | WALMART INC | Consumer Defensive | 3,647.0 | $406K | 0.36% | NEW | — | $111.41 | +17.5% |
| 47 | FMAY | FIRST TR EXCHNG TRADED FD VI | — | 7,544.0 | $403K | 0.35% | NEW | — | $53.45 | +4.4% |
| 48 | QSPT | FIRST TR EXCHNG TRADED FD VI | — | 12,724.0 | $403K | 0.35% | NEW | — | $31.68 | +8.4% |
| 49 | FOCT | FIRST TR EXCHNG TRADED FD VI | — | 7,458.0 | $365K | 0.32% | NEW | — | $48.99 | +5.7% |
| 50 | JCI | JOHNSON CTLS INTL PLC | Industrials | 3,024.0 | $362K | 0.32% | NEW | — | $119.75 | +13.1% |
| 51 | DHI | D R HORTON INC | Consumer Cyclical | 2,444.0 | $352K | 0.31% | NEW | — | $144.01 | +0.1% |
| 52 | FNOV | FIRST TR EXCHNG TRADED FD VI | — | 6,359.0 | $349K | 0.31% | NEW | — | $54.83 | +5.6% |
| 53 | META | META PLATFORMS INC | Communication Services | 528.0 | $349K | 0.31% | NEW | — | $660.30 | -8.0% |
| 54 | MSI | MOTOROLA SOLUTIONS INC | Technology | 908.0 | $348K | 0.31% | NEW | — | $383.53 | +4.4% |
| 55 | FMAR | FIRST TR EXCHNG TRADED FD VI | — | 7,123.0 | $338K | 0.30% | NEW | — | $47.46 | +9.2% |
| 56 | IWF | ISHARES TR | — | 652.0 | $309K | 0.27% | NEW | — | $473.54 | -73.7% |
| 57 | TSLA | TESLA INC | Consumer Cyclical | 686.0 | $309K | 0.27% | NEW | — | $449.72 | -7.2% |
| 58 | COP | CONOCOPHILLIPS | Energy | 3,167.0 | $296K | 0.26% | NEW | — | $93.61 | +28.8% |
| 59 | GMAR | FIRST TR EXCHNG TRADED FD VI | — | 7,177.0 | $294K | 0.26% | NEW | — | $40.94 | +7.4% |
| 60 | QJUN | FIRST TR EXCHNG TRADED FD VI | — | 8,782.0 | $280K | 0.25% | NEW | — | $31.84 | +5.7% |
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
32.5%
Technology
27.5%
Utilities
10.0%
Consumer Cyclical
6.3%
Communication Services
6.2%
Industrials
6.0%
Consumer Defensive
3.7%
Healthcare
3.6%
Energy
3.0%
Basic Materials
1.2%