Portfolio (Quarterly)
Guide ↗
LEGACY SOLUTIONS, LLC
· CIK 0002053314| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | TSLA | TESLA INC | Consumer Cyclical | 681.0 | $253K | 0.23% | -5.0 | -0.7% | $371.75 | +10.1% |
| 62 | META | META PLATFORMS INC | Communication Services | 442.0 | $253K | 0.23% | -86.0 | -16.3% | $572.39 | +4.9% |
| 63 | GSEP | FIRST TR EXCHNG TRADED FD VI | — | 6,450.0 | $246K | 0.23% | — | — | $38.11 | +6.2% |
| 64 | SCHV | SCHWAB STRATEGIC TR | — | 7,798.0 | $238K | 0.22% | -155.0 | -1.9% | $30.50 | +7.0% |
| 65 | — | BERKSHIRE HATHAWAY INC DEL | — | 493.0 | $236K | 0.22% | NEW | — | $479.20 | — |
| 66 | APD | AIR PRODS & CHEMS INC | Basic Materials | 810.0 | $235K | 0.22% | -61.0 | -7.0% | $290.34 | +0.2% |
| 67 | YSEP | FIRST TR EXCHNG TRADED FD VI | — | 8,955.0 | $234K | 0.22% | — | — | $26.17 | +3.0% |
| 68 | FJUL | FIRST TR EXCHNG TRADED FD VI | — | 4,222.0 | $231K | 0.21% | -141.0 | -3.2% | $54.72 | +7.2% |
| 69 | ARKK | ARK ETF TR | — | 3,415.0 | $231K | 0.21% | +159.0 | +4.9% | $67.59 | +9.7% |
| 70 | EOG | EOG RES INC | Energy | 1,561.0 | $226K | 0.21% | NEW | — | $144.54 | +0.4% |
| 71 | FNOV | FIRST TR EXCHNG TRADED FD VI | — | 4,221.0 | $225K | 0.21% | -2K | -33.6% | $53.40 | +8.1% |
| 72 | SPGI | S&P GLOBAL INC | Financial Services | 515.0 | $219K | 0.20% | -5.0 | -1.0% | $424.97 | -4.6% |
| 73 | USMV | ISHARES TR | — | 2,350.0 | $218K | 0.20% | — | — | $92.73 | +3.0% |
| 74 | IJH | ISHARES TR | — | 3,183.0 | $215K | 0.20% | -692.0 | -17.9% | $67.53 | +5.6% |
| 75 | MEAR | ISHARES U S ETF TR | — | 4,170.0 | $210K | 0.20% | — | — | $50.34 | -0.2% |
| 76 | AKRE | PROFESIONALLY MANAGED PORTFO | — | 3,971.0 | $210K | 0.19% | — | — | $52.85 | +0.8% |
| 77 | JPM | JPMORGAN CHASE & CO. | Financial Services | 700.0 | $206K | 0.19% | -127.0 | -15.4% | $294.11 | -0.1% |
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
34.9%
Technology
26.7%
Utilities
10.3%
Industrials
7.0%
Energy
6.2%
Communication Services
5.3%
Consumer Defensive
4.3%
Consumer Cyclical
4.0%
Basic Materials
1.4%