$107 Million is the total value of Legacy Financial Strategies, LLC's 56 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HON | HONEYWELL INTL INC | $742,000 | +9.8% | 4,252 | 0.0% | 0.69% | +20.1% | |
| SPH | SUBURBAN PROPANE PARTNERS Lunit ltd partn | $536,000 | +6.3% | 22,500 | 0.0% | 0.50% | +16.0% | |
| KSU | KANSAS CITY SOUTHERN | $474,000 | +4.4% | 3,914 | 0.0% | 0.44% | +13.9% | |
| CEQP | CRESTWOOD EQUITY PARTNERS LPunit ltd partner | $441,000 | +4.5% | 12,000 | 0.0% | 0.41% | +14.1% | |
| NDP | TORTOISE ENERGY INDEPENDENC | $425,000 | -14.7% | 59,750 | 0.0% | 0.40% | -6.6% | |
| TYG | TORTOISE ENERGY INFRA CORP | $301,000 | -0.3% | 12,865 | 0.0% | 0.28% | +8.9% | |
| FGPRQ | FERRELLGAS PARTNERS L.P.unit ltd part | $19,000 | -26.9% | 20,000 | 0.0% | 0.02% | -18.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-07-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 24 | Q3 2023 | 18.7% |
| SCHWAB STRATEGIC TR | 24 | Q3 2023 | 16.7% |
| VANGUARD INDEX FDS | 24 | Q3 2023 | 10.2% |
| ISHARES TR | 24 | Q3 2023 | 9.9% |
| BERKSHIRE HATHAWAY INC DEL | 24 | Q3 2023 | 7.1% |
| APPLE INC | 24 | Q3 2023 | 1.7% |
| CINTAS CORP | 24 | Q3 2023 | 1.0% |
| LOWES COS INC | 24 | Q3 2023 | 1.0% |
| ISHARES TR | 24 | Q3 2023 | 1.7% |
| ABBVIE INC | 24 | Q3 2023 | 1.0% |
View Legacy Financial Strategies, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-10 |
| 13F-HR | 2024-02-01 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-08-09 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-01-31 |
View Legacy Financial Strategies, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.