Portfolio (Quarterly)
Guide ↗
LEGACY SOLUTIONS, LLC
· CIK 0002053314| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | QDEC | FIRST TR EXCHNG TRADED FD VI | — | 6,237.0 | $203K | 0.18% | NEW | — | $32.53 | +8.4% |
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%