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Legacies Wealth LLC

Q4 2024 Holdings

Filed 2025-01-24 | 109 holdings | $129.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Spdr S&P 500 ETF Trust(SPY)ETF78462F103$97.3K1660.1%
Abbvie Inc COM(ABBV)Stock00287Y109$107.3K6040.1%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$109.7K2420.1%
Technology Select Sector Spdr Fund(XLK)ETF81369Y803$116.3K5000.1%
BlackRock Inc COM(BLK)Stock09290D101$116.9K1140.1%
Cisco SYS Inc COM(CSCO)Stock17275R102$127.5K2,1540.1%
Copart Inc COM(CPRT)Stock217204106$132.6K2,3110.1%
Bank America Corp COM(BAC)Stock060505104$134.3K3,0550.1%
NXP Semiconductors N V COM(NXPI)StockN6596X109$137.0K6590.1%
Ansys Inc COM(AKX)Stock03662Q105$137.6K4080.1%
Travelers Companies Inc COM(TRV)Stock89417E109$151.3K6280.1%
Allstate Corp COM(ALL)Stock020002101$155.6K8070.1%
Packaging Corp Amer COM(PKG)Stock695156109$156.7K6960.1%
Vanguard Total Stock Market ETF(VTI)ETF922908769$161.1K5560.1%
Lowes COS Inc COM(LOW)Stock548661107$161.9K6560.1%
Starbucks Corp COM(SBUX)Stock855244109$170.5K1,8690.1%
Danaher Corporation COM(DHR)Stock235851102$180.4K7860.1%
Accenture PLC Ireland SHS Class A(ACN)StockG1151C101$185.4K5270.1%
Johnson & Johnson COM(JNJ)Stock478160104$204.7K1,4150.2%
Motorola Solutions Inc COM New(MSI)Stock620076307$210.8K4560.2%
Northrop Grumman Corp COM(NOC)Stock666807102$215.4K4590.2%
Tesla Inc COM(TSLA)Stock88160R101$222.1K5500.2%
Lockheed Martin Corp COM(LMT)Stock539830109$224.5K4620.2%
PNC Finl Svcs Group Inc COM(PNC)Stock693475105$225.2K1,1680.2%
Nextera Energy Inc COM(NEE)Stock65339F101$234.8K3,2750.2%
AON PLC SHS CL A(AON)StockG0403H108$236.7K6590.2%
Oreilly Automotive Inc COM(ORLY)Stock67103H107$246.6K2080.2%
Taiwan Semiconductor MFG LTD Sponsored ADS(TSM)ADR874039100$253.2K1,2820.2%
Unitedhealth Group Inc COM(UNH)Stock91324P102$258.0K5100.2%
Ameriprise Finl Inc COM(AMP)Stock03076C106$321.1K6030.2%
Ishares S&P Small-Cap 600 Growth ETF(IJT)ETF464287887$336.9K2,4890.3%
Bridgewater Bancshares Inc COM(BWB)Stock108621103$337.8K25,0000.3%
Industrial Select Sector Spdr Fund(XLI)ETF81369Y704$425.5K3,2290.3%
Fair Isaac Corp COM(FICO)Stock303250104$444.0K2230.3%
Consumer Staples Select Sector Spdr Fund(XLP)ETF81369Y308$462.4K5,8820.4%
Amazon COM Inc COM(AMZN)Stock023135106$494.7K2,2550.4%
Salesforce Inc COM(CRM)Stock79466L302$517.9K1,5490.4%
Ishares Russell Mid-Cap Value ETF(IWS)ETF464287473$599.9K4,6380.5%
Visa Inc COM CL A(V)Stock92826C839$609.3K1,9280.5%
Union PAC Corp COM(UNP)Stock907818108$671.6K2,9450.5%
Meta Platforms Inc CL A(META)Stock30303M102$816.2K1,3940.6%
Alphabet Inc Cap STK CL A(GOOGL)Stock02079K305$817.8K4,3200.6%
Vanguard Small Cap Value ETF(VBR)ETF922908611$842.5K4,2510.7%
Alphabet Inc Cap STK CL C(GOOG)Stock02079K107$884.4K4,6440.7%
JPMorgan Chase & Co. COM(JPM)Stock46625H100$886.7K3,6990.7%
Microsoft Corp COM(MSFT)Stock594918104$1.4M3,2151.1%
Ishares Msci Eafe ETF(EFA)ETF464287465$1.8M23,7481.4%
Ishares S&P 100 ETF(OEF)ETF464287101$2.2M7,7221.7%
Ishares Core S&P Small Cap ETF(IJR)ETF464287804$2.4M20,4261.8%
Vanguard Real Estate ETF(VNQ)ETF922908553$2.6M29,0752.0%
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