Legacy Advisory Services, LLC

Q4 2024 13F-HR Holdings

Location
Exton, PA
Holdings as of
12/31/2024
Date filed
10/17/2025
Form type
13F-HR
Num holdings
51
Total value ($000)
$117,259
Net value change ($000)
+900 (0.8%)
New positions
4
Sold out positions
2
Turnover %
3.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/17/2025 Next filing: 8/14/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SHV 2,396 NEW
USMV 1,466 20.2%
BLK 655 NEW
IWM 341 9.8%
IVW 258 6.1%
HYMB 229 NEW
ACWV 213 NEW
AVGO 184 32.9%
MGC 176 2.9%
IUSG 170 4.1%
Top Reduces (Value $000, Stocks/ETFs)
SPYM -1,505 -6.7%
TLT -1,138 -8.8%
MSFT -915 -23.4%
BLK -605 -100.0%
IVV -591 -12.4%
EIX -212 -100.0%
NVO -159 -6.9%
IWX -154 -2.8%
SCHD -137 -35.5%
KLAC -134 -18.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type