13F HOLDINGS REPORT

LEGACY SOLUTIONS, LLC

Quarter ended Q1 2025 · Filed April 8, 2025 · Accession 0002053314-25-000002

Total Value

$90.8M

Positions

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (71)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	SPDR SER TR	78464A854	216,005	$14.2M	15.65%
2	SPDR INDEX SHS FDS	78463X889	207,466	$7.6M	8.32%
3	ISHARES TR	464287663	71,985	$6.6M	7.32%
4	ISHARES TR	464287671	51,323	$6.5M	7.18%
5	VANECK ETF TRUST	92189F643	62,873	$5.5M	6.09%
6	CAPITAL GROUP GROWTH ETF	14020G101	154,825	$5.3M	5.84%
7	VANGUARD ADMIRAL FDS INC	921932885	37,184	$3.7M	4.04%
8	SPDR SER TR	78468R853	73,238	$3.0M	3.29%
9	SPDR INDEX SHS FDS	78463X509	69,657	$2.7M	3.02%
10	HARTFORD FDS EXCHANGE TRADED	41653L305	71,848	$2.4M	2.68%
11	FIDELITY MERRIMACK STR TR	316188309	48,740	$2.2M	2.45%
12	SPDR SER TR	78464A649	84,104	$2.1M	2.37%
13	PIMCO ETF TR	72201R833	17,571	$1.8M	1.95%
14	INVESCO ACTIVELY MANAGED EXC	IVZ	30,412	$1.5M	1.68%
15	FIRST TR EXCH TRADED FD III	33739N108	25,707	$1.3M	1.43%
16	FS KKR CAP CORP	FSK	61,346	$1.3M	1.42%
17	VANGUARD BD INDEX FDS	92203C303	25,099	$1.3M	1.38%
18	VANGUARD BD INDEX FDS	921937827	14,536	$1.1M	1.25%
19	FIRST TR EXCHNG TRADED FD VI	33740U307	19,943	$888,461	0.98%
20	APPLE INC	AAPL	3,481	$773,169	0.85%
21	FIRST TR EXCHNG TRADED FD VI	33740F862	15,323	$696,994	0.77%
22	MICROSOFT CORP	MSFT	1,845	$692,647	0.76%
23	ISHARES TR	464287150	5,641	$688,216	0.76%
24	ISHARES TR	464287200	1,195	$671,741	0.74%
25	INVESCO QQQ TR	IVZ	1,358	$636,647	0.70%
26	CONSTELLATION ENERGY CORP	CEG	3,130	$631,102	0.70%
27	INVESCO EXCH TRADED FD TR II	IVZ	3,261	$629,438	0.69%
28	SPDR SER TR	78468R739	11,949	$568,789	0.63%
29	EXELON CORP	EXC	12,314	$567,429	0.63%
30	NVIDIA CORPORATION	NVDA	5,180	$561,424	0.62%
31	FIRST TR EXCHNG TRADED FD VI	33740F722	11,006	$549,089	0.60%
32	BROADCOM INC	AVGO	3,172	$531,014	0.58%
33	SPDR S&P 500 ETF TR	SPY	826	$461,814	0.51%
34	FIRST TR EXCHNG TRADED FD VI	33740F680	11,089	$439,965	0.48%
35	FIRST TR EXCHNG TRADED FD VI	33740U836	16,243	$430,532	0.47%
36	VISA INC	V	1,133	$396,990	0.44%
37	ISHARES TR	46432F396	1,922	$388,494	0.43%
38	SCHWAB STRATEGIC TR	808524797	13,846	$387,126	0.43%
39	MOTOROLA SOLUTIONS INC	MSI	875	$383,185	0.42%
40	AMAZON COM INC	AMZN	1,895	$360,543	0.40%
41	FIRST TR EXCHNG TRADED FD VI	33740F755	11,848	$351,767	0.39%
42	MORGAN STANLEY	MS-PQ	2,877	$335,618	0.37%
43	RTX CORPORATION	RTX	2,495	$330,546	0.36%
44	ALPHABET INC	GOOG	2,011	$311,002	0.34%
45	PROCTER AND GAMBLE CO	742718109	1,803	$307,343	0.34%
46	VICTORY PORTFOLIOS II	92647N691	6,230	$301,719	0.33%
47	FIRST TR EXCHNG TRADED FD VI	33740F847	6,446	$300,839	0.33%
48	FIRST TR EXCHNG TRADED FD VI	33740F599	7,123	$300,591	0.33%
49	WALMART INC	WMT	3,423	$300,520	0.33%
50	D R HORTON INC	23331A109	2,315	$294,319	0.32%
51	CONOCOPHILLIPS	COP	2,767	$290,605	0.32%
52	GOLDMAN SACHS GROUP INC	GSCE	504	$275,099	0.30%
53	ISHARES TR	46429B697	2,928	$274,228	0.30%
54	FIRST TR EXCHNG TRADED FD VI	33740F482	7,177	$266,984	0.29%
55	PACER FDS TR	69374H881	4,865	$266,399	0.29%
56	CITIGROUP INC	C-PR	3,744	$265,810	0.29%
57	FIRST TR EXCHNG TRADED FD VI	33740F748	5,644	$260,632	0.29%
58	ISHARES U S ETF TR	46431W838	5,161	$259,289	0.29%
59	META PLATFORMS INC	META	427	$246,145	0.27%
60	JOHNSON CTLS INTL PLC	G51502105	3,019	$241,852	0.27%
61	FIRST TR EXCHNG TRADED FD VI	33740U711	6,894	$238,084	0.26%
62	S&P GLOBAL INC	SPGI	459	$233,346	0.26%
63	BECTON DICKINSON & CO	BDX	1,004	$230,045	0.25%
64	ISHARES TR	464287507	3,866	$225,601	0.25%
65	ABBOTT LABS	ABLZF	1,700	$225,556	0.25%
66	AIR PRODS & CHEMS INC	AIIR	753	$222,087	0.24%
67	FIRST TR EXCHNG TRADED FD VI	33740F664	5,244	$217,626	0.24%
68	AMERICAN ELEC PWR CO INC	025537101	1,963	$214,544	0.24%
69	FIRST TR EXCHNG TRADED FD VI	33740F557	8,071	$213,478	0.24%
70	ZOETIS INC	ZTS	1,295	$213,282	0.23%
71	SCHWAB STRATEGIC TR	808524409	7,875	$209,327	0.23%