Legacy Advisory Services, LLC Top Holdings and 13F Report (2025) About Legacy Advisory Services, LLCInvestment ActivityLegacy Advisory Services, LLC has $118.43 million in total holdings as of March 31, 2025.Legacy Advisory Services, LLC owns shares of 50 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Largest Holdings iShares Short Treasury Bond ETF $26,024,928SPDR Portfolio S&P 500 ETF $16,640,260iShares 20+ Year Treasury Bond ETF $11,418,453iShares MSCI USA Min Vol Factor ETF $9,953,275iShares MSCI USA Quality Factor ETF $6,648,839 Sector AllocationMap of 500 Largest Holdings ofLegacy Advisory Services, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorSHViShares Short Treasury Bond ETF$26,024,928235,60522.0%ETFSPLGSPDR Portfolio S&P 500 ETF$16,640,260253,04414.1%ETFTLTiShares 20+ Year Treasury Bond ETF$11,418,453125,4369.6%ETFUSMViShares MSCI USA Min Vol Factor ETF$9,953,275106,2708.4%ETFQUALiShares MSCI USA Quality Factor ETF$6,648,83938,9075.6%ETFSGOViShares 0-3 Month Treasury Bond ETF$5,740,70757,0254.8%ETFIWXiShares Russell Top 200 Value ETF$5,651,66268,7714.8%ETFMGCVanguard Mega Cap ETF$4,265,08321,1793.6%ETFIVViShares Core S&P 500 ETF$3,914,7746,9673.3%ETFIWMiShares Russell 2000 ETF$3,611,96618,1063.0%FinanceSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$2,211,35832,5151.9%ETFIWLiShares Russell Top 200 ETF$1,983,52514,4351.7%ETFLGLVSPDR SSGA US Large Cap Low Volatility Index ETF$1,876,38910,7811.6%ETFAORiShares Core 60/40 Balanced Allocation ETF$1,829,51731,7791.5%ETFIOOiShares Global 100 ETF$1,691,69017,5681.4%ETFVTWOVanguard Russell 2000 ETF$824,88810,2280.7%ETFVVisa$644,3661,8380.5%Business ServicesTMUST-Mobile US$641,7042,4060.5%Computer and TechnologyEWBCEast West Bancorp$627,7816,9940.5%FinanceBLACKROCK INC$602,1076360.5%COMVCSHVanguard Short-Term Corporate Bond ETF$576,7947,3060.5%ETFAAPLApple$552,9092,4890.5%Computer and TechnologyMDTMedtronic$540,6156,0160.5%MedicalMGKVanguard Mega Cap Growth ETF$532,8731,7250.4%ETFSPYSPDR S&P 500 ETF Trust$523,6179360.4%FinanceSHOPShopify$521,6075,4630.4%Computer and TechnologyWMTWalmart$495,9275,6490.4%Retail/WholesaleANAutoNation$491,2653,0340.4%Retail/WholesaleSMMDiShares Russell 2500 ETF$463,4977,4110.4%ETFIRBOiShares Robotics and Artificial Intelligence Multisector ETF$456,19814,5050.4%ManufacturingLLYEli Lilly and Company$444,3405380.4%MedicalCMCSAComcast$443,45912,0170.4%Consumer DiscretionaryBSVVanguard Short-Term Bond ETF$433,1055,5320.4%ETFCROXCrocs$429,1544,0410.4%Consumer DiscretionaryAVGOBroadcom$420,9352,5140.4%Computer and TechnologyDISWalt Disney$415,1964,2060.4%Consumer DiscretionaryMRKMerck & Co., Inc.$403,3814,4940.3%MedicalSCHDSchwab US Dividend Equity ETF$337,37412,0660.3%ETFETNEaton$334,3511,2300.3%IndustrialsGTLSChart Industries$330,7292,2910.3%IndustrialsMMCMarsh & McLennan Companies$329,6521,3500.3%FinanceHYSPIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund$313,6393,3480.3%ETFEPDEnterprise Products Partners$293,7418,6040.2%EnergySPMBSPDR Portfolio Mortgage Backed Bond ETF$259,88811,7860.2%ETFHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$227,3289,0130.2%ETFACWViShares MSCI Global Min Vol Factor ETF$227,2171,9520.2%ETFCRSCarpenter Technology$218,8581,2070.2%Basic MaterialsPLDPrologis$209,0731,8700.2%FinanceSMHVanEck Semiconductor ETF$204,0769650.2%ManufacturingAESAES$191,18115,3930.2%UtilitiesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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