13F HOLDINGS REPORT

LEGACY SOLUTIONS, LLC

Quarter ended Q4 2024 · Filed February 3, 2025 · Accession 0002053314-25-000001

Total Value

$91.8M

Positions

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (69)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	SPDR SER TR	78464A854	212,316	$14.6M	15.95%
2	ISHARES TR	464287671	50,324	$7.0M	7.64%
3	SPDR INDEX SHS FDS	78463X889	201,942	$6.9M	7.51%
4	ISHARES TR	464287663	69,735	$6.5M	7.04%
5	VANECK ETF TRUST	92189F643	65,762	$6.1M	6.64%
6	CAPITAL GROUP GROWTH ETF	14020G101	155,668	$5.8M	6.30%
7	VANGUARD ADMIRAL FDS INC	921932885	36,171	$3.8M	4.16%
8	SPDR SER TR	78468R853	70,718	$3.2M	3.46%
9	SPDR INDEX SHS FDS	78463X509	67,497	$2.6M	2.82%
10	HARTFORD FDS EXCHANGE TRADED	41653L305	67,961	$2.3M	2.47%
11	FIDELITY MERRIMACK STR TR	316188309	47,399	$2.1M	2.32%
12	SPDR SER TR	78464A649	81,913	$2.0M	2.23%
13	PIMCO ETF TR	72201R833	16,821	$1.7M	1.84%
14	INVESCO ACTIVELY MANAGED EXC	IVZ	27,719	$1.4M	1.51%
15	FS KKR CAP CORP	FSK	61,346	$1.3M	1.45%
16	FIRST TR EXCH TRADED FD III	33739N108	25,810	$1.3M	1.43%
17	VANGUARD BD INDEX FDS	92203C303	24,283	$1.2M	1.31%
18	VANGUARD BD INDEX FDS	921937827	13,705	$1.1M	1.15%
19	FIRST TR EXCHNG TRADED FD VI	33740U307	19,943	$911,309	0.99%
20	APPLE INC	AAPL	3,373	$844,783	0.92%
21	MICROSOFT CORP	MSFT	1,883	$793,699	0.86%
22	BROADCOM INC	AVGO	3,132	$726,037	0.79%
23	FIRST TR EXCHNG TRADED FD VI	33740F862	15,495	$721,137	0.79%
24	INVESCO QQQ TR	IVZ	1,391	$711,029	0.77%
25	CONSTELLATION ENERGY CORP	CEG	3,136	$701,555	0.76%
26	ISHARES TR	464287200	1,190	$700,641	0.76%
27	NVIDIA CORPORATION	NVDA	5,213	$700,073	0.76%
28	INVESCO EXCH TRADED FD TR II	IVZ	3,261	$686,277	0.75%
29	ISHARES TR	464287150	4,796	$616,800	0.67%
30	FIRST TR EXCHNG TRADED FD VI	33740F722	11,159	$573,349	0.62%
31	SPDR SER TR	78468R739	12,094	$573,146	0.62%
32	EXELON CORP	EXC	12,376	$465,833	0.51%
33	FIRST TR EXCHNG TRADED FD VI	33740F680	11,089	$449,625	0.49%
34	FIRST TR EXCHNG TRADED FD VI	33740U836	16,243	$449,073	0.49%
35	SPDR S&P 500 ETF TR	SPY	759	$444,901	0.48%
36	AMAZON COM INC	AMZN	1,941	$425,836	0.46%
37	MOTOROLA SOLUTIONS INC	MSI	881	$407,225	0.44%
38	ISHARES TR	46432F396	1,922	$397,700	0.43%
39	ALPHABET INC	GOOG	1,993	$377,189	0.41%
40	SCHWAB STRATEGIC TR	808524797	13,700	$374,274	0.41%
41	FIRST TR EXCHNG TRADED FD VI	33740F755	11,848	$361,009	0.39%
42	MORGAN STANLEY	MS-PQ	2,870	$360,758	0.39%
43	VISA INC	V	1,125	$355,577	0.39%
44	D R HORTON INC	23331A109	2,320	$324,382	0.35%
45	FIRST TR EXCHNG TRADED FD VI	33740F599	7,332	$317,256	0.35%
46	WALMART INC	WMT	3,445	$311,256	0.34%
47	FIRST TR EXCHNG TRADED FD VI	33740F847	6,446	$308,248	0.34%
48	PROCTER AND GAMBLE CO	742718109	1,801	$301,938	0.33%
49	VICTORY PORTFOLIOS II	92647N691	6,230	$299,229	0.33%
50	GOLDMAN SACHS GROUP INC	GSCE	504	$288,825	0.31%
51	RTX CORPORATION	RTX	2,479	$286,867	0.31%
52	ISHARES TR	46429B697	3,126	$277,591	0.30%
53	PACER FDS TR	69374H881	4,840	$273,346	0.30%
54	CONOCOPHILLIPS	COP	2,729	$270,635	0.29%
55	FIRST TR EXCHNG TRADED FD VI	33740F748	5,644	$267,695	0.29%
56	CITIGROUP INC	C-PR	3,740	$263,259	0.29%
57	ISHARES U S ETF TR	46431W838	5,161	$257,792	0.28%
58	META PLATFORMS INC	META	423	$247,686	0.27%
59	FIRST TR EXCHNG TRADED FD VI	33740U711	6,894	$241,566	0.26%
60	ISHARES TR	464287507	3,826	$238,427	0.26%
61	JOHNSON CTLS INTL PLC	G51502105	3,005	$237,185	0.26%
62	FIRST TR EXCHNG TRADED FD VI	33740F557	8,071	$226,230	0.25%
63	BECTON DICKINSON & CO	BDX	996	$225,886	0.25%
64	FIRST TR EXCHNG TRADED FD VI	33740F664	5,244	$223,552	0.24%
65	AIR PRODS & CHEMS INC	AIIR	762	$221,010	0.24%
66	S&P GLOBAL INC	SPGI	443	$220,627	0.24%
67	ZOETIS INC	ZTS	1,282	$208,876	0.23%
68	TESLA INC	TSLA	512	$206,766	0.23%
69	SCHWAB STRATEGIC TR	808524409	7,833	$204,215	0.22%