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  Name: LEGACY FINANCIAL GROUP INC.
  City: Tulsa
  State: OK
  Zip: 74114
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $254,052,000
  Total Value Change : $24,805,000
  Securities Held Change : 5
   
All Securities Held : 74
  New Positions : 4
  Closed Positions : 1
  Increased Positions : 47
  Unchanged Positions : 5
  Decreased Positions : 18

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Holdings Found : 4     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (V)1 Year Chart         V Visa Inc 71 New $275.04 $206,000 738 0.08% 206,000 738 0    Business Services
   (ABT)1 Year Chart         ABT Abbott Laboratories 72 New $107.49 $205,000 1,801 0.08% 205,000 1,801 0    Drug Manufacturers - ...
   (SOXX)1 Year Chart         SOXX iShares S&P GSTI Semiconductor 74 New $243.48 $203,000 900 0.08% 203,000 900 0    Closed - End Fund - E...
   (VGT)1 Year Chart         VGT Vanguard I T VIPERS 73 New $551.75 $203,000 387 0.08% 203,000 387 0.008    Closed - End Fund - E...

      4 Records Found
  1    
Page 1 of 1
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