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| Name: |
Legacy Financial Strategies LLC |
| City: |
LEAWOOD |
| State: |
KS |
| Zip: |
66211 |
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data |
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Filing Period: |
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| Holdings
Found :
20 |
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Page 1 of 1 |
Menu
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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 |
|
VOO |
Vanguard S&P 500 Etf |
13 |
- |
$487.17 |
$3,725,000 |
7,750 |
0.96% |
217,000 |
-280 |
0.001 |
Closed - End Fund - E... |
|
|
CTAS |
Cintas Corp |
14 |
- |
$697.46 |
$3,563,000 |
5,187 |
0.92% |
31,000 |
-673 |
0.005 |
Business Services |
|
|
BRO |
Brown & Brown Inc |
15 |
- |
$89.86 |
$3,555,000 |
40,610 |
0.92% |
663,000 |
-58 |
0.014 |
Insurance Brokers |
|
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CAT |
Caterpillar Inc |
16 |
- |
$362.75 |
$3,549,000 |
9,686 |
0.91% |
662,000 |
-78 |
0.002 |
Farm & Construction M... |
|
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SHW |
Sherwin Williams Co |
17 |
- |
$309.42 |
$3,539,000 |
10,190 |
0.91% |
317,000 |
-141 |
0.004 |
General Building Mate... |
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AOS |
AO Smith Corp |
19 |
- |
$86.07 |
$3,239,000 |
36,208 |
0.83% |
95,000 |
-1,925 |
0.027 |
Electronic Equipment |
|
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AFL |
AFLAC Inc |
21 |
- |
$87.69 |
$3,147,000 |
36,658 |
0.81% |
71,000 |
-629 |
0.005 |
Life & Health Insurance |
|
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ROP |
Roper Industries Inc |
26 |
- |
$546.37 |
$3,025,000 |
5,394 |
0.78% |
62,000 |
-41 |
0.005 |
Diversified Machinery |
|
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EXPD |
Expeditors International of... |
28 |
- |
$118.41 |
$2,847,000 |
23,419 |
0.73% |
-151,000 |
-154 |
0.014 |
AirDelivery & Freight... |
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SPGI |
S&P Global Inc |
29 |
- |
$437.74 |
$2,810,000 |
6,606 |
0.72% |
-110,000 |
-23 |
0.002 |
Publishing |
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ITW |
Illinois Tool Works Inc |
31 |
- |
$250.59 |
$2,794,000 |
10,413 |
0.72% |
-6,000 |
-277 |
0.003 |
Diversified Machinery |
|
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MMIT |
Iq Mackay Municipal Interme... |
39 |
- |
$0.00 |
$2,517,000 |
103,212 |
0.65% |
-54,000 |
-1,455 |
0.115 |
N/A |
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FHLC |
Fidelity Msci Health Care I... |
49 |
- |
$68.78 |
$888,000 |
12,728 |
0.23% |
-2,264,000 |
-35,996 |
0.032 |
N/A |
|
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HYMB |
Spdr Nuveen S&p High Yi... |
50 |
- |
$25.46 |
$840,000 |
32,708 |
0.22% |
-47,000 |
-2,357 |
0.015 |
N/A |
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RSP |
Guggenheim ETF Trust - Gugg... |
58 |
- |
$167.90 |
$538,000 |
3,175 |
0.14% |
-1,000 |
-240 |
0.001 |
Closed - End Fund - E... |
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ETE |
Energy Transfer Equity LP |
67 |
- |
$16.13 |
$352,000 |
22,391 |
0.09% |
43,000 |
-1 |
0.001 |
Oil & Gas Pipelines &... |
|
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SPH |
Suburban Propane Partners LP |
68 |
- |
$19.35 |
$347,000 |
17,000 |
0.09% |
-19,000 |
-3,600 |
0.027 |
Specialty Retail, Other |
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MNA |
Iq Merger Arbitrage Etf |
70 |
- |
$31.22 |
$320,000 |
10,173 |
0.08% |
-1,000 |
-35 |
0 |
N/A |
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ORLY |
O Reilly Automotive Inc |
71 |
- |
$995.33 |
$315,000 |
279 |
0.08% |
-31,000 |
-85 |
0 |
Auto Parts Stores |
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HYG |
iShares iBoxx $ High Yield ... |
74 |
- |
$77.32 |
$262,000 |
3,377 |
0.07% |
-43,000 |
-558 |
0 |
Closed - End Fund - E... |
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