StockDriftsStockDriftsTop 50 Legacy Solutions, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 15.95% | 224.8K | $17.2M | +0.53%(+1.19K) | $68.33(+24.68%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 8.27% | 195.4K | $8.9M | -6.83%(-14.32K) | $35.92(+36.94%) | 2026-03-31 | |
| IUSV | ISHARES TR | 6.7% | 70.7K | $7.2M | -5.56%(-4.16K) | $94.10(+15.34%) | 2026-03-31 | |
| IUSG | ISHARES TR | 6.4% | 44.5K | $6.9M | -6.37%(-3.03K) | $135.64(+32.51%) | 2026-03-31 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 6.05% | 162.4K | $6.5M | +6.72%(+10.23K) | $36.41(+24.01%) | 2026-03-31 | |
| MOAT | VANECK ETF TRUST | 4.21% | 47.0K | $4.5M | -19.21%(-11.17K) | $94.84(+5.36%) | 2026-03-31 | |
| IVOO | VANGUARD ADMIRAL FDS INC | 3.9% | 36.8K | $4.2M | -6.81%(-2.69K) | $105.51(+17.56%) | 2026-03-31 | |
| SPSM | SPDR SERIES TRUST | 3.34% | 74.6K | $3.6M | -6.30%(-5.01K) | $45.05(+19.28%) | 2026-03-31 | |
| SPEM | SPDR INDEX SHS FDS | 2.87% | 66.0K | $3.1M | -8.03%(-5.76K) | $39.90(+29.39%) | 2026-03-31 | |
| HTRB | HARTFORD FDS EXCHANGE TRADED | 2.54% | 81.2K | $2.7M | +6.81%(+5.18K) | $34.10(-1.06%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.41% | +13.83% |
| Top 20 Holdings Unweighted | +3.76% | +11.70% |
Sign up free to track Legacy Solutions, Llc, compare funds side by side, and get alerts the moment positions change.