|
Entity | Shares/Amount Change | Position Value Change |
GMAR |
+11,571 | +$398 | SHEL |
+3,248 | +$218 | IEFA |
+2,862 | +$212 | IJH |
+2,635 | +$160 | XMAR |
+3,300 | +$111 | DJAN |
+3,000 | +$108 | IJR |
+788 | +$87 | FMAR |
+1,440 | +$57 | TBLL |
+473 | +$50 | CCJ |
+1,000 | +$43 |
Entity | Shares/Amount Change | Position Value Change |
SUB |
-4,479 | -$472 | CTVA |
-3,500 | -$168 | KRE |
-1,000 | -$52 | CLTL |
-473 | -$50 | AZN |
-286 | -$19 | ZI |
-670 | -$12 | IBUY |
-130 | -$7 | PEJ |
-123 | -$5 |
Entity | Shares/Amount Change | Position Value Change |
GFEB |
+44,713 | +$1,558 | GJAN |
+21,915 | +$810 | FJAN |
+21,588 | +$908 | IUSV |
+20,512 | +$5,011 | IUSG |
+7,468 | +$4,890 | FFEB |
+6,973 | +$319 | IWR |
+2,591 | +$672 | GDEC |
+2,470 | +$87 | AAPL |
+1,249 | -$60 | IVV |
+727 | +$492 |
Entity | Shares/Amount Change | Position Value Change |
DDEC |
-13,150 | -$438 | SHM |
-11,517 | -$552 | DFAX |
-11,100 | -$238 | DAPR |
-8,841 | -$175 | DFSV |
-7,435 | -$215 | AVUV |
-4,087 | -$366 | DNOV |
-2,765 | +$1 | AVDE |
-1,430 | -$62 | FDEC |
-1,264 | -$2 |
Size ($ in 1000's)
At 03/31/2024: $202,982 At 12/31/2023: $183,063
Tanglewood Legacy Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Tanglewood Legacy Advisors LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, we find all stocks held by Tanglewood Legacy Advisors LLC to be as follows, presented in the
table below with each row detailing each Tanglewood Legacy Advisors LLC position, ordered by largest to smallest position size.
The all-stocks-held-by-Tanglewood Legacy Advisors LLC table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Tanglewood Legacy Advisors LLC as of the latest filing.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
ISHARES CORE (IUSV) |
537,078 |
+20,512 |
$48,573 | IUSV | 537,078 | +20,512 | $48,573 | ISHARES S&P (IUSG) |
313,710 |
+7,468 |
$36,770 | IUSG | 313,710 | +7,468 | $36,770 | FIRST TRUST (DMAY) |
183,293 |
-1,060 |
$6,832 | DMAY | 183,293 | -1,060 | $6,832 | FIRST TRUST (FMAY) |
152,116 |
-813 |
$6,574 | FMAY | 152,116 | -813 | $6,574 | ISHARES RUSSELL (IWR) |
74,013 |
+2,591 |
$6,224 | IWR | 74,013 | +2,591 | $6,224 | ISHARES RUSSELL (IWF) |
16,183 |
-115 |
$5,455 | IWF | 16,183 | -115 | $5,455 | ISHARES RUSSELL (IWD) |
29,238 |
-77 |
$5,237 | IWD | 29,238 | -77 | $5,237 | FIRST TRUST (FAPR) |
117,478 |
-280 |
$4,280 | FAPR | 117,478 | -280 | $4,280 | FIRST TRUST (DAPR) |
120,875 |
-8,841 |
$4,023 | DAPR | 120,875 | -8,841 | $4,023 | SPDR S&P (SPY) |
7,617 |
+44 |
$3,984 | SPY | 7,617 | +44 | $3,984 | SM ENERGY |
74,323 |
UNCH |
$3,705 | SM | 74,323 | UNCH | $3,705 | ISHARES MSCI (USMV) |
31,889 |
-837 |
$2,665 | USMV | 31,889 | -837 | $2,665 | FIRST TRUST (DNOV) |
64,546 |
-2,765 |
$2,607 | DNOV | 64,546 | -2,765 | $2,607 | APPLE INC |
14,253 |
+1,249 |
$2,444 | AAPL | 14,253 | +1,249 | $2,444 | INVESCO QQQ |
5,412 |
UNCH |
$2,403 | QQQ | 5,412 | UNCH | $2,403 | FIRST TRUST (FJUN) |
46,692 |
UNCH |
$2,195 | FJUN | 46,692 | UNCH | $2,195 | DIMENSIONAL US |
58,336 |
UNCH |
$2,132 | DFAU | 58,336 | UNCH | $2,132 | FIRST TRUST (DJUN) |
53,074 |
UNCH |
$2,124 | DJUN | 53,074 | UNCH | $2,124 | FIRST TRUST (GFEB) |
57,658 |
+44,713 |
$1,986 | GFEB | 57,658 | +44,713 | $1,986 | CATERPILLAR INC |
4,785 |
UNCH |
$1,753 | CAT | 4,785 | UNCH | $1,753 | X TRACKERS |
39,937 |
-450 |
$1,635 | DBEF | 39,937 | -450 | $1,635 | MERCK & COMPANY |
12,123 |
UNCH |
$1,600 | MRK | 12,123 | UNCH | $1,600 | ISHARES CORE (IVV) |
3,017 |
+727 |
$1,586 | IVV | 3,017 | +727 | $1,586 | FIRST TRUST (GJAN) |
38,575 |
+21,915 |
$1,384 | GJAN | 38,575 | +21,915 | $1,384 | SOUTHWEST AIRLINES |
46,464 |
UNCH |
$1,356 | LUV | 46,464 | UNCH | $1,356 | INVESCO S&P |
27,650 |
UNCH |
$1,267 | RDIV | 27,650 | UNCH | $1,267 | AVANTIS U S |
13,932 |
UNCH |
$1,247 | AVUS | 13,932 | UNCH | $1,247 | MICROSOFT CORP |
2,862 |
+189 |
$1,204 | MSFT | 2,862 | +189 | $1,204 | ISHARES CORE (ITOT) |
10,001 |
+25 |
$1,153 | ITOT | 10,001 | +25 | $1,153 | FIRST TRUST (FNOV) |
22,099 |
UNCH |
$989 | FNOV | 22,099 | UNCH | $989 | FIRST TRUST (GAUG) |
29,938 |
UNCH |
$987 | GAUG | 29,938 | UNCH | $987 | EXXON MOBIL |
8,494 |
+54 |
$987 | XOM | 8,494 | +54 | $987 | JOHNSON & JOHNSON |
6,077 |
-155 |
$961 | JNJ | 6,077 | -155 | $961 | FIRST TRUST (FJAN) |
22,522 |
+21,588 |
$945 | FJAN | 22,522 | +21,588 | $945 | GENUINE PARTS |
5,971 |
UNCH |
$925 | GPC | 5,971 | UNCH | $925 | FIRST TRUST (FDEC) |
21,451 |
-1,264 |
$884 | FDEC | 21,451 | -1,264 | $884 | FIRST TRUST (GJUN) |
25,190 |
UNCH |
$840 | GJUN | 25,190 | UNCH | $840 | DIMENSIONAL WORLD |
31,835 |
-11,100 |
$810 | DFAX | 31,835 | -11,100 | $810 | VANGUARD GROWTH (VUG) |
2,335 |
UNCH |
$804 | VUG | 2,335 | UNCH | $804 | FIRST TRUST (FOCT) |
18,426 |
UNCH |
$748 | FOCT | 18,426 | UNCH | $748 | CHEVRON CORP |
4,572 |
+18 |
$721 | CVX | 4,572 | +18 | $721 | FIRST TRUST (DDEC) |
18,844 |
-13,150 |
$706 | DDEC | 18,844 | -13,150 | $706 | FIRST TRUST (GJUL) |
19,974 |
UNCH |
$676 | GJUL | 19,974 | UNCH | $676 | FIRST TRUST (GMAY) |
19,787 |
UNCH |
$673 | GMAY | 19,787 | UNCH | $673 | FIRST TRUST (FJUL) |
14,632 |
UNCH |
$650 | FJUL | 14,632 | UNCH | $650 | VANGUARD VALUE (VTV) |
3,801 |
UNCH |
$619 | VTV | 3,801 | UNCH | $619 | FIRST TRUST (FPE) |
35,560 |
-700 |
$616 | FPE | 35,560 | -700 | $616 | FIRST TRUST (DJUL) |
15,544 |
UNCH |
$601 | DJUL | 15,544 | UNCH | $601 | FIRST TRUST (FAUG) |
13,412 |
UNCH |
$575 | FAUG | 13,412 | UNCH | $575 | INVESCO EXCHANGE (SPLV) |
8,450 |
-560 |
$557 | SPLV | 8,450 | -560 | $557 | ARK INNOVATION |
10,580 |
-915 |
$530 | ARKK | 10,580 | -915 | $530 | NEXTERA ENERGY |
7,800 |
UNCH |
$498 | NEE | 7,800 | UNCH | $498 | VANGUARD HIGH (VYM) |
4,100 |
UNCH |
$496 | VYM | 4,100 | UNCH | $496 | FIRST TRUST (GAPR) |
14,545 |
UNCH |
$490 | GAPR | 14,545 | UNCH | $490 | FIRST TRUST (DOCT) |
12,907 |
UNCH |
$486 | DOCT | 12,907 | UNCH | $486 | AVANTIS INTL |
7,380 |
-1,430 |
$470 | AVDE | 7,380 | -1,430 | $470 | OGE ENERGY CORP |
13,501 |
UNCH |
$463 | OGE | 13,501 | UNCH | $463 | GENERAL ELECTRIC |
2,556 |
+26 |
$449 | GE | 2,556 | +26 | $449 | CULLEN FROST |
3,802 |
UNCH |
$428 | CFR | 3,802 | UNCH | $428 | FIRST TRUST (DFEB) |
10,417 |
UNCH |
$407 | DFEB | 10,417 | UNCH | $407 | FIRST TRUST (GMAR) |
11,571 |
+11,571 |
$398 | GMAR | 11,571 | +11,571 | $398 | VANGUARD DIVIDEND (VIG) |
2,064 |
UNCH |
$377 | VIG | 2,064 | UNCH | $377 | FIRST TRUST (FFEB) |
8,298 |
+6,973 |
$376 | FFEB | 8,298 | +6,973 | $376 | SECTOR TECHNOLOGY |
1,780 |
UNCH |
$371 | XLK | 1,780 | UNCH | $371 | SCHWAB US |
4,651 |
UNCH |
$353 | SCHV | 4,651 | UNCH | $353 | CONOCOPHILLIPS |
2,524 |
UNCH |
$321 | COP | 2,524 | UNCH | $321 | TEXAS INSTRUMENTS |
1,794 |
UNCH |
$313 | TXN | 1,794 | UNCH | $313 | FIRST TRUST (FEX) |
3,141 |
-149 |
$312 | FEX | 3,141 | -149 | $312 | WALT DISNEY |
2,514 |
UNCH |
$308 | DIS | 2,514 | UNCH | $308 | MARTIN MARIETTA |
500 |
UNCH |
$307 | MLM | 500 | UNCH | $307 | DEERE & CO |
700 |
UNCH |
$288 | DE | 700 | UNCH | $288 | AMERICAN EXPRESS |
1,247 |
UNCH |
$284 | AXP | 1,247 | UNCH | $284 | FIRST TRUST (GDEC) |
8,988 |
+2,470 |
$284 | GDEC | 8,988 | +2,470 | $284 | UNITED PARCEL |
1,734 |
UNCH |
$258 | UPS | 1,734 | UNCH | $258 | DIMENSIONAL EMERGING |
9,876 |
UNCH |
$244 | DFAE | 9,876 | UNCH | $244 | SPDR SERIES (SDY) |
1,850 |
UNCH |
$243 | SDY | 1,850 | UNCH | $243 | TESLA INC |
1,345 |
+75 |
$236 | TSLA | 1,345 | +75 | $236 | OCEANEERING INTL |
10,000 |
UNCH |
$234 | OII | 10,000 | UNCH | $234 | AMAZON COM |
1,276 |
+96 |
$230 | AMZN | 1,276 | +96 | $230 | VANGUARD S&P (VOO) |
478 |
UNCH |
$230 | VOO | 478 | UNCH | $230 | FIRST TRUST (DAUG) |
6,035 |
UNCH |
$223 | DAUG | 6,035 | UNCH | $223 | ENTERPRISE PRODUCTS |
7,650 |
UNCH |
$223 | EPD | 7,650 | UNCH | $223 | SHELL PLC |
3,248 |
+3,248 |
$218 | SHEL | 3,248 | +3,248 | $218 | VULCAN MATERIALS |
800 |
UNCH |
$218 | VMC | 800 | UNCH | $218 | BERKSHIRE HATHAWAY |
|
|
$217 | BRK.B | 516 | +8 | $217 | ZIMMER BIOMET |
1,631 |
UNCH |
$215 | ZBH | 1,631 | UNCH | $215 | PHILLIPS 66 |
1,312 |
UNCH |
$214 | PSX | 1,312 | UNCH | $214 | ISHARES CORE (IEFA) |
2,862 |
+2,862 |
$212 | IEFA | 2,862 | +2,862 | $212 | CIGNA GROUP |
576 |
+7 |
$209 | CI | 576 | +7 | $209 | ALPHABET INC |
1,300 |
UNCH |
$198 | GOOG | 1,300 | UNCH | $198 | GOLDMAN SACHS |
470 |
UNCH |
$196 | GS | 470 | UNCH | $196 | CION INVESTMENT |
16,865 |
UNCH |
$186 | CION | 16,865 | UNCH | $186 | FIRST TRUST (GNOV) |
5,400 |
UNCH |
$178 | GNOV | 5,400 | UNCH | $178 | INTL BUSINESS |
930 |
UNCH |
$178 | IBM | 930 | UNCH | $178 | TRUSTMARK CORP |
6,000 |
UNCH |
$169 | TRMK | 6,000 | UNCH | $169 | COSTCO WHOLESALE |
229 |
UNCH |
$168 | COST | 229 | UNCH | $168 | ISHARES CORE (IJH) |
2,635 |
+2,635 |
$160 | IJH | 2,635 | +2,635 | $160 | VALERO ENERGY |
910 |
-90 |
$155 | VLO | 910 | -90 | $155 | ONEOK INC |
1,866 |
UNCH |
$150 | OKE | 1,866 | UNCH | $150 | FISERV INC |
872 |
UNCH |
$139 | FI | 872 | UNCH | $139 | ALPHABET INC |
878 |
+38 |
$133 | GOOGL | 878 | +38 | $133 | VISA INC |
478 |
+8 |
$133 | V | 478 | +8 | $133 | FIRST TRUST (DSEP) |
3,441 |
UNCH |
$131 | DSEP | 3,441 | UNCH | $131 | AUTOMATIC DATA |
522 |
UNCH |
$130 | ADP | 522 | UNCH | $130 | ALTRIA GROUP |
2,931 |
UNCH |
$128 | MO | 2,931 | UNCH | $128 | HOME DEPOT |
315 |
UNCH |
$121 | HD | 315 | UNCH | $121 | BROADCOM INC |
90 |
UNCH |
$119 | AVGO | 90 | UNCH | $119 | ISHARES GLOBAL (IXJ) |
1,277 |
UNCH |
$119 | IXJ | 1,277 | UNCH | $119 | NVIDIA CORP |
131 |
+15 |
$118 | NVDA | 131 | +15 | $118 | NORTHROP GRUMMAN |
243 |
UNCH |
$116 | NOC | 243 | UNCH | $116 | SPDR NUVEEN (SHM) |
2,453 |
-11,517 |
$116 | SHM | 2,453 | -11,517 | $116 | ISHARES ESG (ESGU) |
1,000 |
UNCH |
$115 | ESGU | 1,000 | UNCH | $115 | TRAVELERS COS |
500 |
UNCH |
$115 | TRV | 500 | UNCH | $115 | PAYPAL HOLDINGS |
1,708 |
UNCH |
$114 | PYPL | 1,708 | UNCH | $114 | FIRST TRUST (XMAR) |
3,300 |
+3,300 |
$111 | XMAR | 3,300 | +3,300 | $111 | ISHARES MSCI (SDG) |
1,400 |
UNCH |
$110 | SDG | 1,400 | UNCH | $110 | FIRST TRUST (DJAN) |
3,000 |
+3,000 |
$108 | DJAN | 3,000 | +3,000 | $108 | LINDE PLC |
230 |
UNCH |
$107 | LIN | 230 | UNCH | $107 | RBB FD |
2,132 |
-220 |
$106 | TMFC | 2,132 | -220 | $106 | BRISTOL MYERS |
1,868 |
UNCH |
$101 | BMY | 1,868 | UNCH | $101 | FIRST TRUST (FMHI) |
2,100 |
UNCH |
$101 | FMHI | 2,100 | UNCH | $101 | NOVO NORDISK |
790 |
UNCH |
$101 | NVO | 790 | UNCH | $101 | ABBVIE INC |
533 |
UNCH |
$97 | ABBV | 533 | UNCH | $97 | VANGUARD COMMUNICATION (VOX) |
730 |
UNCH |
$96 | VOX | 730 | UNCH | $96 | SECTOR HEALTHCARE |
641 |
-36 |
$95 | XLV | 641 | -36 | $95 | CRAWFORD & COMPANY |
|
|
$94 | CRD.A | 10,000 | UNCH | $94 | MONDELEZ INTERNATIONAL |
1,296 |
UNCH |
$91 | MDLZ | 1,296 | UNCH | $91 | EBAY INC |
1,708 |
UNCH |
$90 | EBAY | 1,708 | UNCH | $90 | BLACKSTONE INC |
677 |
+5 |
$89 | BX | 677 | +5 | $89 | AVANTIS EMERGING |
1,505 |
-520 |
$87 | AVEM | 1,505 | -520 | $87 | ISHARES CORE (IJR) |
788 |
+788 |
$87 | IJR | 788 | +788 | $87 | THERMO FISHER |
150 |
UNCH |
$87 | TMO | 150 | UNCH | $87 | VANGUARD S&P (IVOO) |
822 |
UNCH |
$85 | IVOO | 822 | UNCH | $85 | ISHARES MSCI (MTUM) |
437 |
UNCH |
$82 | MTUM | 437 | UNCH | $82 | ELI LILLY |
104 |
+4 |
$81 | LLY | 104 | +4 | $81 | PFIZER INC |
2,911 |
-1,141 |
$81 | PFE | 2,911 | -1,141 | $81 | PROCTER & GAMBLE |
479 |
UNCH |
$78 | PG | 479 | UNCH | $78 | GE HEALTHCARE |
842 |
UNCH |
$77 | GEHC | 842 | UNCH | $77 | UNITED AIRLINES |
1,500 |
UNCH |
$72 | UAL | 1,500 | UNCH | $72 | MARRIOTT INTL |
277 |
UNCH |
$70 | MAR | 277 | UNCH | $70 | INDUSTRIAL SELECT |
535 |
UNCH |
$67 | XLI | 535 | UNCH | $67 | AVANTIS US |
1,017 |
+17 |
$65 | AVLV | 1,017 | +17 | $65 | ABBOTT LABORATORIES |
533 |
-17 |
$61 | ABT | 533 | -17 | $61 | DIMENSIONAL US |
2,034 |
-7,435 |
$61 | DFSV | 2,034 | -7,435 | $61 | FORTUNE BRANDS |
715 |
UNCH |
$61 | FBIN | 715 | UNCH | $61 | COCA COLA COMPANY |
994 |
UNCH |
$61 | KO | 994 | UNCH | $61 | FIRST TRUST (FMB) |
1,172 |
+7 |
$60 | FMB | 1,172 | +7 | $60 | UNITEDHEALTH GROUP |
122 |
UNCH |
$60 | UNH | 122 | UNCH | $60 | BLACKROCK MUNIASSETS |
5,280 |
UNCH |
$59 | MUA | 5,280 | UNCH | $59 | RTX CORP |
610 |
UNCH |
$59 | RTX | 610 | UNCH | $59 | EMERSON ELECTRIC |
508 |
UNCH |
$58 | EMR | 508 | UNCH | $58 | FIRST TRUST (FMAR) |
1,440 |
+1,440 |
$57 | FMAR | 1,440 | +1,440 | $57 | SPDR ICE (PSK) |
1,601 |
UNCH |
$56 | PSK | 1,601 | UNCH | $56 | JPMORGAN CHASE |
273 |
+13 |
$55 | JPM | 273 | +13 | $55 | INVESCO S&P |
570 |
UNCH |
$54 | EQWL | 570 | UNCH | $54 | ORACLE CORP |
433 |
UNCH |
$54 | ORCL | 433 | UNCH | $54 | 3M COMPANY |
500 |
UNCH |
$53 | MMM | 500 | UNCH | $53 | SECTOR CONSUMER |
700 |
-56 |
$53 | XLP | 700 | -56 | $53 | JP MORGAN |
1,000 |
UNCH |
$51 | JMST | 1,000 | UNCH | $51 | MCDONALDS CORP |
181 |
UNCH |
$51 | MCD | 181 | UNCH | $51 | INVESCO S&P |
445 |
UNCH |
$51 | XMMO | 445 | UNCH | $51 | EASTMAN CHEMICAL |
497 |
UNCH |
$50 | EMN | 497 | UNCH | $50 | QUALCOMM INC |
295 |
UNCH |
$50 | QCOM | 295 | UNCH | $50 | INVESCO SHORT |
473 |
+473 |
$50 | TBLL | 473 | +473 | $50 | WEC ENERGY |
600 |
-136 |
$49 | WEC | 600 | -136 | $49 | INVESCO S&P |
511 |
UNCH |
$48 | RWL | 511 | UNCH | $48 | SECTOR ENERGY |
500 |
UNCH |
$47 | XLE | 500 | UNCH | $47 | PHILIP MORRIS |
487 |
UNCH |
$45 | PM | 487 | UNCH | $45 | FIRST TRUST (FSEP) |
1,030 |
UNCH |
$44 | FSEP | 1,030 | UNCH | $44 | CAMECO CORP |
1,000 |
+1,000 |
$43 | CCJ | 1,000 | +1,000 | $43 | VERIZON COMMUNICATIONS |
1,000 |
UNCH |
$42 | VZ | 1,000 | UNCH | $42 | FIRST TRUST (FPX) |
385 |
UNCH |
$41 | FPX | 385 | UNCH | $41 | VANGUARD S&P (VIOO) |
404 |
UNCH |
$41 | VIOO | 404 | UNCH | $41 | WALMART INC |
669 |
+446 |
$40 | WMT | 669 | +446 | $40 | JPMORGAN |
775 |
UNCH |
$39 | JPST | 775 | UNCH | $39 | INVESCO EXCHANGE (RSPM) |
1,065 |
UNCH |
$39 | RSPM | 1,065 | UNCH | $39 | LOWES COMPANIES |
150 |
UNCH |
$38 | LOW | 150 | UNCH | $38 | INVESCO RUSSELL |
1,000 |
+1,000 |
$38 | OMFS | 1,000 | +1,000 | $38 | EQUINIX INC |
43 |
UNCH |
$36 | EQIX | 43 | UNCH | $36 | CLOUGH GLOBAL |
7,107 |
UNCH |
$36 | GLO | 7,107 | UNCH | $36 | SOUTHERN COMPANY |
508 |
UNCH |
$36 | SO | 508 | UNCH | $36 | CHEMOURS COMPANY |
1,336 |
UNCH |
$35 | CC | 1,336 | UNCH | $35 | FIRST TRUST (DMAR) |
1,010 |
+1,010 |
$35 | DMAR | 1,010 | +1,010 | $35 | ASML HOLDING |
35 |
UNCH |
$34 | ASML | 35 | UNCH | $34 | META PLATFORMS |
71 |
+11 |
$34 | META | 71 | +11 | $34 | KAYNE ANDERSON |
3,338 |
UNCH |
$33 | KYN | 3,338 | UNCH | $33 | BANK AMERICA |
847 |
+72 |
$32 | BAC | 847 | +72 | $32 | HUNTINGTON INGALLS |
111 |
UNCH |
$32 | HII | 111 | UNCH | $32 | INTUIT INC |
50 |
UNCH |
$32 | INTU | 50 | UNCH | $32 | PRUDENTIAL FINANCIAL |
269 |
UNCH |
$32 | PRU | 269 | UNCH | $32 | KELLANOVA |
504 |
UNCH |
$29 | K | 504 | UNCH | $29 | MPLX |
696 |
UNCH |
$29 | MPLX | 696 | UNCH | $29 | INVESCO LARGE |
517 |
UNCH |
$29 | PWV | 517 | UNCH | $29 | AMGEN INC |
100 |
UNCH |
$28 | AMGN | 100 | UNCH | $28 | INVESCO WILDERHILL |
1,197 |
-145 |
$28 | PBW | 1,197 | -145 | $28 | VIATRIS INC |
2,358 |
UNCH |
$28 | VTRS | 2,358 | UNCH | $28 | AVANTIS U S |
293 |
-4,087 |
$27 | AVUV | 293 | -4,087 | $27 | FORD MOTOR |
2,000 |
UNCH |
$27 | F | 2,000 | UNCH | $27 | TJX COS |
270 |
UNCH |
$27 | TJX | 270 | UNCH | $27 | TAIWAN SEMICONDUCTOR |
199 |
UNCH |
$27 | TSM | 199 | UNCH | $27 | DISCOVER FINANCIAL |
200 |
UNCH |
$26 | DFS | 200 | UNCH | $26 | LPL FINANCIAL |
100 |
UNCH |
$26 | LPLA | 100 | UNCH | $26 | AT&T INC |
1,465 |
UNCH |
$26 | T | 1,465 | UNCH | $26 | CISCO SYSTEMS |
505 |
-196 |
$25 | CSCO | 505 | -196 | $25 | BLOCK H&R |
500 |
UNCH |
$25 | HRB | 500 | UNCH | $25 | HARTFORD SCHRODERS |
1,275 |
UNCH |
$25 | HTAB | 1,275 | UNCH | $25 | ISHARES U S (IYH) |
410 |
+224 |
$25 | IYH | 410 | +224 | $25 | UBER TECHNOLOGIES |
321 |
+21 |
$25 | UBER | 321 | +21 | $25 | UNION PACIFIC CORP |
99 |
UNCH |
$24 | UNP | 99 | UNCH | $24 | ORGANON & CO |
1,198 |
UNCH |
$23 | OGN | 1,198 | UNCH | $23 | VANGUARD TOTAL (VTI) |
87 |
UNCH |
$23 | VTI | 87 | UNCH | $23 | COMCAST CORP |
513 |
UNCH |
$22 | CMCSA | 513 | UNCH | $22 | ETHAN ALLEN |
643 |
UNCH |
$22 | ETD | 643 | UNCH | $22 | FS CREDIT |
3,663 |
UNCH |
$22 | FSCO | 3,663 | UNCH | $22 | XCEL ENERGY |
410 |
UNCH |
$22 | XEL | 410 | UNCH | $22 | INVESCO S&P |
200 |
UNCH |
$22 | XMHQ | 200 | UNCH | $22 | ISHARES CORE (AGG) |
218 |
-695 |
$21 | AGG | 218 | -695 | $21 | FIRST TRUST (FIXD) |
480 |
UNCH |
$21 | FIXD | 480 | UNCH | $21 | ISHARES GLOBAL (ICLN) |
1,470 |
UNCH |
$21 | ICLN | 1,470 | UNCH | $21 | MCKESSON CORP |
40 |
UNCH |
$21 | MCK | 40 | UNCH | $21 | ROBLOX CORP |
530 |
UNCH |
$20 | RBLX | 530 | UNCH | $20 | CARRIER GLOBAL |
335 |
UNCH |
$19 | CARR | 335 | UNCH | $19 | HONEYWELL INTL |
95 |
UNCH |
$19 | HON | 95 | UNCH | $19 | PNC FINANCIAL |
120 |
UNCH |
$19 | PNC | 120 | UNCH | $19 | CARNIVAL CORP |
1,100 |
UNCH |
$18 | CCL | 1,100 | UNCH | $18 | PEPSICO INC |
105 |
UNCH |
$18 | PEP | 105 | UNCH | $18 | COTERRA ENERGY |
600 |
UNCH |
$17 | CTRA | 600 | UNCH | $17 | KBR INC |
260 |
UNCH |
$17 | KBR | 260 | UNCH | $17 | OTIS WORLDWIDE |
167 |
UNCH |
$17 | OTIS | 167 | UNCH | $17 | TELLURIAN INC |
26,203 |
UNCH |
$17 | TELL | 26,203 | UNCH | $17 | ONE GAS |
250 |
UNCH |
$16 | OGS | 250 | UNCH | $16 | INVESCO S&P |
295 |
UNCH |
$16 | XMVM | 295 | UNCH | $16 | ZIONS BANCORPORATION |
363 |
UNCH |
$16 | ZION | 363 | UNCH | $16 | MASTERCARD INC |
31 |
UNCH |
$15 | MA | 31 | UNCH | $15 | MC CORMICK |
200 |
UNCH |
$15 | MKC | 200 | UNCH | $15 | OCCIDENTAL PETROLEUM |
|
|
$14 | OXY | 200 | UNCH | $13 | OXY.WT | 34 | UNCH | $1 | ROYAL CARIBBEAN |
100 |
UNCH |
$14 | RCL | 100 | UNCH | $14 | EOG RESOURCES |
100 |
UNCH |
$13 | EOG | 100 | UNCH | $13 | MASTERBRAND INC |
715 |
UNCH |
$13 | MBC | 715 | UNCH | $13 | MARSH & MCLENNAN |
61 |
UNCH |
$13 | MMC | 61 | UNCH | $13 | CITIGROUP INC |
185 |
UNCH |
$12 | C | 185 | UNCH | $12 | MATTEL INC |
600 |
UNCH |
$12 | MAT | 600 | UNCH | $12 | FIRST TRUST (XDEC) |
340 |
UNCH |
$12 | XDEC | 340 | UNCH | $12 | ETFS AMERICAN |
280 |
-165 |
$11 | ACVF | 280 | -165 | $11 | ETF SOLUTIONS (MAGA) |
230 |
-150 |
$11 | MAGA | 230 | -150 | $11 | ISHARES MSCI (SUSA) |
104 |
UNCH |
$11 | SUSA | 104 | UNCH | $11 | BOEING COMPANY |
50 |
UNCH |
$10 | BA | 50 | UNCH | $10 | DIAGEO PLC |
65 |
UNCH |
$10 | DEO | 65 | UNCH | $10 | VERTEX PHARMACEUTICALS |
25 |
UNCH |
$10 | VRTX | 25 | UNCH | $10 | GILEAD SCIENCES |
120 |
UNCH |
$9 | GILD | 120 | UNCH | $9 | HEWLETT PACKARD |
502 |
UNCH |
$9 | HPE | 502 | UNCH | $9 | WELLS FARGO |
155 |
+55 |
$9 | WFC | 155 | +55 | $9 | ACCENTURE PLC |
24 |
UNCH |
$8 | ACN | 24 | UNCH | $8 | BLACKSTONE MORTGAGE |
400 |
UNCH |
$8 | BXMT | 400 | UNCH | $8 | GENERAL MILLS |
110 |
UNCH |
$8 | GIS | 110 | UNCH | $8 | GARMIN LTD |
55 |
UNCH |
$8 | GRMN | 55 | UNCH | $8 | HUBSPOT INC |
12 |
+12 |
$8 | HUBS | 12 | +12 | $8 | ARAMARK |
200 |
UNCH |
$7 | ARMK | 200 | UNCH | $7 | CHESAPEAKE ENERGY |
74 |
UNCH |
$7 | CHK | 74 | UNCH | $7 | PALANTIR TECHNOLOGIES |
300 |
+300 |
$7 | PLTR | 300 | +300 | $7 | SEMPRA |
100 |
-600 |
$7 | SRE | 100 | -600 | $7 | ARM HOLDINGS |
50 |
UNCH |
$6 | ARM | 50 | UNCH | $6 | DANAHER CORP |
26 |
UNCH |
$6 | DHR | 26 | UNCH | $6 | MAIN STREET |
135 |
UNCH |
$6 | MAIN | 135 | UNCH | $6 | NIKE INC |
60 |
UNCH |
$6 | NKE | 60 | UNCH | $6 | KONINKLIJKE PHILIPS |
291 |
UNCH |
$6 | PHG | 291 | UNCH | $6 | FIRST TRUST (GSEP) |
150 |
UNCH |
$5 | GSEP | 150 | UNCH | $5 | MGM RESORTS |
100 |
UNCH |
$5 | MGM | 100 | UNCH | $5 | BP PLC |
100 |
UNCH |
$4 | BP | 100 | UNCH | $4 | ENBRIDGE INC |
111 |
UNCH |
$4 | ENB | 111 | UNCH | $4 | HUNTSMAN CORP |
121 |
UNCH |
$3 | HUN | 121 | UNCH | $3 | WARNER BROS |
353 |
-198 |
$3 | WBD | 353 | -198 | $3 | ZIMVIE INC |
163 |
UNCH |
$3 | ZIMV | 163 | UNCH | $3 | CADENCE DESIGN |
5 |
+5 |
$2 | CDNS | 5 | +5 | $2 | CONSTELLATION ENERGY |
9 |
+9 |
$2 | CEG | 9 | +9 | $2 | COPART INC |
28 |
+28 |
$2 | CPRT | 28 | +28 | $2 | DIMENSIONAL US |
50 |
UNCH |
$2 | DFAC | 50 | UNCH | $2 | TRUMP MEDIA |
50 |
UNCH |
$2 | DWAC | 50 | UNCH | $2 | WK KELLOGG |
126 |
UNCH |
$2 | KLG | 126 | UNCH | $2 | NETFLIX INC |
3 |
+3 |
$2 | NFLX | 3 | +3 | $2 | SOUTHWESTERN ENERGY |
200 |
UNCH |
$2 | SWN | 200 | UNCH | $2 | VESTIS CORP |
100 |
UNCH |
$2 | VSTS | 100 | UNCH | $2 | ADOBE INC |
2 |
+2 |
$1 | ADBE | 2 | +2 | $1 | AMPHENOL CORP |
12 |
+12 |
$1 | APH | 12 | +12 | $1 | CELSIUS HOLDINGS |
12 |
+12 |
$1 | CELH | 12 | +12 | $1 | FASTLY INC |
50 |
+50 |
$1 | FSLY | 50 | +50 | $1 | KYNDRYL HOLDINGS |
65 |
UNCH |
$1 | KD | 65 | UNCH | $1 | SAP SE |
6 |
+6 |
$1 | SAP | 6 | +6 | $1 | SYNOPSYS INC |
2 |
+2 |
$1 | SNPS | 2 | +2 | $1 | VERALTO CORP |
8 |
UNCH |
$1 | VLTO | 8 | UNCH | $1 | ZOOM VIDEO |
20 |
UNCH |
$1 | ZM | 20 | UNCH | $1 | GAMESTOP CORP |
20 |
UNCH |
<$1 | GME | 20 | UNCH | $0 | ORGANIGRAM HLDGS |
126 |
UNCH |
<$1 | OGI | 126 | UNCH | $0 | WABTEC |
1 |
+0 |
$0 | WAB | 1 | UNCH | $0 | ASTRAZENECA PLC |
|
|
$0 (exited) | AZN | 0 | -286 | $0 | INVESCO SHORT |
|
|
$0 (exited) | CLTL | 0 | -473 | $0 | CORTEVA INC |
|
|
$0 (exited) | CTVA | 0 | -3,500 | $0 | AMPLIFY ONLINE |
|
|
$0 (exited) | IBUY | 0 | -130 | $0 | SPDR S&P |
|
|
$0 (exited) | KRE | 0 | -1,000 | $0 | INVESCO LEISURE |
|
|
$0 (exited) | PEJ | 0 | -123 | $0 | ISHARES SHORT |
|
|
$0 (exited) | SUB | 0 | -4,479 | $0 | ZOOMINFO TECHNOLOGIES |
0 |
-670 |
$0 (exited) | ZI | 0 | -670 | $0 |
See Summary: Tanglewood Legacy Advisors LLC Top Holdings
See Details: Top 10 Stocks Held By Tanglewood Legacy Advisors LLC
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