Legacy Financial Advisors
Latest statistics and disclosures from Legacy Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DGRW, USMV, ITOT, DWM, QGRW, and represent 30.57% of Legacy Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: XC, MUNI, HYMB, TFC, FBND, VTEB, SHM, AAPL, SPY, PID.
- Started 46 new stock positions in ILMN, CMA, NSC, COF, FBND, PHG, ENB, ICE, VTEB, EFA.
- Reduced shares in these 10 stocks: ITOT (-$43M), IEFA (-$15M), JMUB, USMV, EEMV, MUB, QGRW, EMXC, USB, VTV.
- Sold out of its positions in ASX, Activision Blizzard, BABA, BBVA, SAN, EMR, AJG, HLN, EEMV, MUB.
- Legacy Financial Advisors was a net seller of stock by $-31M.
- Legacy Financial Advisors has $519M in assets under management (AUM), dropping by 3.88%.
- Central Index Key (CIK): 0001730810
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Portfolio Holdings for Legacy Financial Advisors
Legacy Financial Advisors holds 286 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW) | 9.7 | $51M | 720k | 70.28 |
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| Ishares Tr Msci Usa Minimum Volatility Index Etf (USMV) | 8.8 | $46M | -4% | 584k | 78.03 |
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| Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) | 4.8 | $25M | -63% | 234k | 105.23 |
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| Wisdomtree International Equity Fund Etf (DWM) | 3.7 | $19M | +2% | 367k | 52.51 |
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| Wisdomtree U.s. Quality Growth Fund Etf (QGRW) | 3.6 | $19M | -7% | 509k | 36.58 |
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| Wisdomtree Global Ex-us Quality Dividend Growth Fund Etf (DNL) | 3.1 | $16M | 441k | 36.99 |
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| Wisdomtree Emerging Markets Ex-china Fund Etf (XC) | 3.1 | $16M | +27% | 551k | 29.56 |
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| Ishares Inc Msci Eafe Minimum Volatility Index Etf (EFAV) | 3.1 | $16M | -2% | 230k | 69.34 |
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| Apple Stock (AAPL) | 2.8 | $15M | +7% | 75k | 192.53 |
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| Microsoft Stock (MSFT) | 2.3 | $12M | +6% | 32k | 376.04 |
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| Ishares Core Dividend Growth Etf Etf (DGRO) | 2.2 | $12M | -4% | 216k | 53.82 |
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| Procter And Gamble Stock (PG) | 2.2 | $11M | 78k | 146.54 |
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| Jpmorgan Municipal Etf Etf (JMUB) | 2.1 | $11M | -16% | 209k | 50.96 |
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| Jpmorgan Chase & Co Stock (JPM) | 1.3 | $7.0M | 41k | 170.10 |
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| Ishares S&p 500 Index Etf (IVV) | 1.1 | $5.8M | 12k | 477.65 |
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| Ishares Core Msci Eafe Etf Etf (IEFA) | 1.0 | $5.4M | -73% | 78k | 70.35 |
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| Nvidia Corp Stock (NVDA) | 1.0 | $5.3M | +10% | 11k | 495.20 |
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| Amazon.com Stock (AMZN) | 0.9 | $4.8M | +10% | 32k | 151.94 |
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| Vanguard Russell 1000 Growth Etf Etf (VONG) | 0.9 | $4.7M | -8% | 61k | 78.02 |
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| Meta Platforms Inc Cl A Stock (META) | 0.7 | $3.8M | +7% | 11k | 353.96 |
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| Vanguard Total Stk Mkt Etf (VTI) | 0.7 | $3.7M | -8% | 16k | 237.22 |
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| Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) | 0.7 | $3.7M | -24% | 67k | 55.41 |
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| Pimco Intermediate Municipal Bond Active Etf Etf (MUNI) | 0.7 | $3.5M | NEW | 65k | 52.80 |
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| Google Stock (GOOGL) | 0.6 | $3.4M | +5% | 24k | 139.69 |
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| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.6 | $3.3M | +7% | 24k | 140.93 |
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| Spdr Nuveen Bloomberg High Yield Municipal Bond Etf Etf (HYMB) | 0.6 | $3.3M | NEW | 130k | 25.30 |
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| Truist Finl Corp Stock (TFC) | 0.6 | $3.2M | +391% | 88k | 36.92 |
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| Fifth Third Bancorp Stock (FITB) | 0.6 | $3.1M | +16% | 91k | 34.49 |
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| Visa Stock (V) | 0.6 | $3.0M | +8% | 12k | 260.35 |
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| Tesla Motors Stock (TSLA) | 0.6 | $3.0M | +4% | 12k | 248.48 |
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| Unitedhealth Group Stock (UNH) | 0.5 | $2.8M | +5% | 5.3k | 526.51 |
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| Home Depot Stock (HD) | 0.5 | $2.6M | +15% | 7.5k | 346.54 |
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| Exxon Mobil Corp Stock (XOM) | 0.5 | $2.5M | -2% | 25k | 99.98 |
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| Ishares Core S&p Mid Cap Etf Etf (IJH) | 0.5 | $2.5M | +12% | 9.0k | 277.16 |
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| Fidelity Total Bond Etf Etf (FBND) | 0.5 | $2.4M | NEW | 53k | 46.04 |
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| Johnson & Johnson Stock (JNJ) | 0.5 | $2.4M | -9% | 16k | 156.74 |
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| Pnc Finl Svcs Group Stock (PNC) | 0.5 | $2.4M | 15k | 154.85 |
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| Merck & Co Stock (MRK) | 0.5 | $2.3M | +3% | 22k | 109.02 |
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| Vanguard Ftse Developed Markets Etf Etf (VEA) | 0.4 | $2.2M | +7% | 45k | 47.90 |
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| Coca Cola Stock (KO) | 0.4 | $2.0M | +14% | 35k | 58.93 |
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| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.4 | $2.0M | +5% | 5.6k | 356.67 |
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| Comcast Corp New Cl A Stock (CMCSA) | 0.4 | $2.0M | +5% | 45k | 43.85 |
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| Boeing Stock (BA) | 0.4 | $1.9M | +11% | 7.3k | 260.65 |
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| Snap On Stock (SNA) | 0.4 | $1.9M | 6.6k | 288.85 |
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| Vanguard Tax-exempt Bond Etf Etf (VTEB) | 0.4 | $1.9M | NEW | 37k | 51.05 |
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| Netflix Stock (NFLX) | 0.4 | $1.8M | +8% | 3.8k | 486.88 |
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| Chevron Corp Stock (CVX) | 0.3 | $1.8M | 12k | 149.15 |
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| Cisco Sys Stock (CSCO) | 0.3 | $1.7M | -4% | 34k | 50.52 |
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| Oracle Corporation Stock (ORCL) | 0.3 | $1.7M | +4% | 16k | 105.43 |
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| Union Pac Corp Stock (UNP) | 0.3 | $1.7M | +9% | 6.8k | 245.61 |
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| Mastercard Stock (MA) | 0.3 | $1.7M | +4% | 3.9k | 426.54 |
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| Eli Lilly & Co Stock (LLY) | 0.3 | $1.6M | +5% | 2.8k | 583.01 |
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| Ishares Esg Aware Msci Usa Etf Etf (ESGU) | 0.3 | $1.6M | -3% | 15k | 104.92 |
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| Amgen Stock (AMGN) | 0.3 | $1.6M | +3% | 5.5k | 288.01 |
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| Ishares S&p Smallcap 600 Etf Etf (IJR) | 0.3 | $1.6M | +10% | 14k | 108.25 |
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| Avago Technologies Stock (AVGO) | 0.3 | $1.5M | -6% | 1.4k | 1116.37 |
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| Texas Instrs Stock (TXN) | 0.3 | $1.5M | 8.7k | 170.47 |
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| Us Bancorp Del Stock (USB) | 0.3 | $1.5M | -34% | 34k | 43.28 |
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| Pepsico Stock (PEP) | 0.3 | $1.5M | -5% | 8.5k | 169.85 |
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| Spdr Nuveen Bloomberg Short Term Municipal Bond Etf Etf (SHM) | 0.3 | $1.4M | NEW | 30k | 47.79 |
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| Cintas Corp Stock (CTAS) | 0.3 | $1.4M | 2.4k | 602.76 |
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| General Dynamics Corp Stock (GD) | 0.3 | $1.4M | +2% | 5.5k | 259.69 |
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| Salesforce Stock (CRM) | 0.3 | $1.4M | +11% | 5.3k | 263.14 |
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| Intel Corp Stock (INTC) | 0.3 | $1.4M | +7% | 27k | 50.25 |
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| Mcdonalds Corp Stock (MCD) | 0.3 | $1.4M | +4% | 4.6k | 296.53 |
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| Bank America Corp Stock (BAC) | 0.3 | $1.3M | +6% | 40k | 33.67 |
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| Abbvie Stock (ABBV) | 0.3 | $1.3M | +6% | 8.4k | 154.98 |
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| Verizon Communications Stock (VZ) | 0.3 | $1.3M | 35k | 37.70 |
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| Novo-nordisk A/s Adr Adr Cmn Adr (NVO) | 0.2 | $1.2M | +13% | 12k | 103.45 |
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| Accenture Ltd Bermuda Cl A Stock (ACN) | 0.2 | $1.2M | +9% | 3.5k | 350.90 |
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| Walmart Stock (WMT) | 0.2 | $1.2M | -3% | 7.7k | 157.64 |
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| Spdr S&p 500 Etf Trust Etf (SPY) | 0.2 | $1.2M | +388% | 2.5k | 475.37 |
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| Lockheed Martin Corp Stock (LMT) | 0.2 | $1.2M | +8% | 2.6k | 453.23 |
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| Entergy Corp Stock (ETR) | 0.2 | $1.1M | +53% | 11k | 101.19 |
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| Adobe Sys Stock (ADBE) | 0.2 | $1.1M | +8% | 1.9k | 596.60 |
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| Costco Wholesale Corp Stock (COST) | 0.2 | $1.1M | +8% | 1.7k | 660.05 |
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| Medtronic Stock (MDT) | 0.2 | $1.1M | 13k | 82.38 |
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| United Parcel Service Stock (UPS) | 0.2 | $1.1M | +32% | 7.0k | 157.23 |
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| Novartis Adr (NVS) | 0.2 | $1.1M | +16% | 11k | 100.97 |
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| Sentinelone Inc Cl A Stock (S) | 0.2 | $1.0M | 38k | 27.44 |
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| Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG) | 0.2 | $1.0M | -5% | 22k | 47.74 |
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| Hillman Solutions Corp Stock (HLMN) | 0.2 | $1.0M | 113k | 9.21 |
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| Msc Indl Direct Inc Cl A Stock (MSM) | 0.2 | $1.0M | +4% | 10k | 101.26 |
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| Intl Business Machines Stock (IBM) | 0.2 | $1.0M | +3% | 6.2k | 163.56 |
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| Disney Walt Stock (DIS) | 0.2 | $993k | +32% | 11k | 90.29 |
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| Thermo Fisher Scientific Stock (TMO) | 0.2 | $983k | +30% | 1.9k | 530.81 |
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| Csx Corp Stock (CSX) | 0.2 | $964k | +2% | 28k | 34.67 |
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| Cullen Frost Bankers Stock (CFR) | 0.2 | $959k | +81% | 8.8k | 108.49 |
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| Taiwan Semiconductor Manufacturing Adr (TSM) | 0.2 | $899k | +34% | 8.6k | 104.01 |
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| Invesco International Dividend Achievers Etf Etf (PID) | 0.2 | $880k | NEW | 48k | 18.46 |
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| Vertex Pharmaceuticals In Stock (VRTX) | 0.2 | $879k | +12% | 2.2k | 406.89 |
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| Total Sa Adr (TTE) | 0.2 | $876k | +12% | 13k | 67.38 |
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| Motorola Solutions Stock (MSI) | 0.2 | $873k | 2.8k | 313.11 |
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| Royal Dutch Shell Plc- Adr (SHEL) | 0.2 | $868k | +11% | 13k | 65.80 |
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| Phillips 66 Stock (PSX) | 0.2 | $864k | +6% | 6.5k | 133.14 |
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| Ishares Msci Eafe Small-cap Etf Etf (SCZ) | 0.2 | $863k | +8% | 14k | 61.90 |
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| Public Svc Enterprise Grp Stock (PEG) | 0.2 | $849k | +2% | 14k | 61.15 |
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| Kimball Electronics Stock (KE) | 0.2 | $849k | +35% | 32k | 26.95 |
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| Gilead Sciences Stock (GILD) | 0.2 | $837k | +7% | 10k | 81.01 |
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| Devon Energy Corp Stock (DVN) | 0.2 | $833k | +45% | 18k | 45.30 |
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| Hess Corp Stock (HES) | 0.2 | $821k | 5.7k | 144.15 |
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| Toyota Motor Corp Ads Adr (TM) | 0.2 | $815k | +14% | 4.4k | 183.39 |
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| Vanguard Mega Cap Growth Etf Etf (MGK) | 0.2 | $815k | -6% | 3.1k | 259.51 |
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| Progressive Corp Stock (PGR) | 0.2 | $813k | -4% | 5.1k | 159.28 |
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| Robert Half Stock (RHI) | 0.2 | $807k | +2% | 9.2k | 87.92 |
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| General Electric Stock (GE) | 0.2 | $803k | +6% | 6.3k | 127.62 |
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| Conocophillips Stock (COP) | 0.2 | $796k | +6% | 6.9k | 116.08 |
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| T Rowe Price Group Stock (TROW) | 0.2 | $784k | +16% | 7.3k | 107.69 |
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| Autodesk Stock (ADSK) | 0.2 | $780k | +12% | 3.2k | 243.45 |
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| Commscope Hldg Stock (COMM) | 0.1 | $773k | +270% | 274k | 2.82 |
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| Automatic Data Processing Stock (ADP) | 0.1 | $770k | -14% | 3.3k | 232.97 |
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| Starbucks Corp Stock (SBUX) | 0.1 | $768k | +4% | 8.0k | 96.01 |
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| Asml Holding N V N Y Registry Adr (ASML) | 0.1 | $760k | +23% | 1.0k | 756.61 |
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| Abbott Labs Stock (ABT) | 0.1 | $755k | +14% | 6.9k | 110.06 |
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| Advanced Micro Devices Stock (AMD) | 0.1 | $732k | +21% | 5.0k | 147.41 |
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| Elevance Health Stock (ELV) | 0.1 | $705k | +39% | 1.5k | 471.50 |
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| Pfizer Stock (PFE) | 0.1 | $699k | -8% | 24k | 28.79 |
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| Monster Beverage Corp Stock (MNST) | 0.1 | $699k | +11% | 12k | 57.61 |
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| Tjx Cos Stock (TJX) | 0.1 | $697k | +4% | 7.4k | 93.81 |
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| Huntington Ingalls Inds Stock (HII) | 0.1 | $686k | +3% | 2.6k | 259.67 |
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| Shopify Inc Cl A Stock (SHOP) | 0.1 | $679k | 8.7k | 77.90 |
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| Skyworks Solutions Stock (SWKS) | 0.1 | $678k | +8% | 6.0k | 112.41 |
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| Linde Stock (LIN) | 0.1 | $675k | +7% | 1.6k | 410.76 |
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| Qualcomm Stock (QCOM) | 0.1 | $670k | +11% | 4.6k | 144.62 |
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| Analog Devices Stock (ADI) | 0.1 | $663k | +7% | 3.3k | 198.56 |
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| Regeneron Pharmaceuticals Stock (REGN) | 0.1 | $658k | +12% | 749.00 | 878.29 |
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| BP Adr (BP) | 0.1 | $651k | -6% | 18k | 35.40 |
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| Quest Diagnostics Stock (DGX) | 0.1 | $648k | +15% | 4.7k | 137.89 |
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| Applied Matls Stock (AMAT) | 0.1 | $647k | +4% | 4.0k | 162.06 |
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| Philip Morris Intl Stock (PM) | 0.1 | $645k | +10% | 6.9k | 94.08 |
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| Henry Jack & Assoc Stock (JKHY) | 0.1 | $630k | +2% | 3.9k | 163.39 |
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| Intuit Stock (INTU) | 0.1 | $628k | +9% | 1.0k | 625.03 |
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| Firstenergy Corp Stock (FE) | 0.1 | $619k | 17k | 36.66 |
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| Hsbc Holdings Plc Spons Adr (HSBC) | 0.1 | $617k | +14% | 15k | 40.54 |
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| American Finl Group Inc O Stock (AFG) | 0.1 | $616k | 5.2k | 118.89 |
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| Clorox Co Del Stock (CLX) | 0.1 | $611k | +6% | 4.3k | 142.58 |
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| Nike Inc Class B Stock (NKE) | 0.1 | $605k | +29% | 5.6k | 108.57 |
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| Eastman Chemical Stock (EMN) | 0.1 | $604k | +5% | 6.7k | 89.82 |
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| Paychex Stock (PAYX) | 0.1 | $603k | +5% | 5.1k | 119.10 |
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| Marathon Pete Corp Stock (MPC) | 0.1 | $601k | +7% | 4.1k | 148.36 |
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| Intuitive Surgical Stock (ISRG) | 0.1 | $599k | +13% | 1.8k | 337.36 |
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| Kohls Corp Stock (KSS) | 0.1 | $596k | NEW | 21k | 28.68 |
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| Unilever Adr (UL) | 0.1 | $590k | -21% | 12k | 48.48 |
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| Honeywell Intl Stock (HON) | 0.1 | $588k | -50% | 2.8k | 209.72 |
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| Lowes Cos Stock (LOW) | 0.1 | $586k | +7% | 2.6k | 222.54 |
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| Dover Corp Stock (DOV) | 0.1 | $577k | 3.8k | 153.81 |
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| Chubb Stock (CB) | 0.1 | $560k | +5% | 2.5k | 225.98 |
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| Astrazeneca Plc- Spons Adr (AZN) | 0.1 | $558k | -2% | 8.3k | 67.35 |
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| Wells Fargo Stock (WFC) | 0.1 | $557k | -3% | 11k | 49.22 |
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| Sony Group Corp Adr (SONY) | 0.1 | $556k | +40% | 5.9k | 94.69 |
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| American Airls Group Stock (AAL) | 0.1 | $554k | NEW | 40k | 13.74 |
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| Eaton Corp Stock (ETN) | 0.1 | $552k | 2.3k | 240.84 |
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| Danaher Corp Stock (DHR) | 0.1 | $550k | +2% | 2.4k | 231.38 |
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| Caterpillar Stock (CAT) | 0.1 | $548k | +8% | 1.9k | 295.73 |
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| Blackrock Stock (BLK) | 0.1 | $544k | +15% | 670.00 | 811.33 |
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| Morgan Stanley Stock (MS) | 0.1 | $543k | +4% | 5.8k | 93.26 |
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| Omnicom Group Stock (OMC) | 0.1 | $541k | +5% | 6.3k | 86.51 |
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| Service Now Stock (NOW) | 0.1 | $540k | +14% | 764.00 | 706.49 |
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| Prologis Share Beneficial Int Reit (PLD) | 0.1 | $539k | +5% | 4.0k | 133.29 |
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| Bhp Group Adr (BHP) | 0.1 | $534k | +77% | 7.8k | 68.31 |
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| Ford Motor Company Stock (F) | 0.1 | $529k | +194% | 43k | 12.19 |
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| Duke Energy Corp Stock (DUK) | 0.1 | $520k | +4% | 5.4k | 97.03 |
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| Cencora Stock (COR) | 0.1 | $514k | +5% | 2.5k | 205.39 |
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| Synopsys Stock (SNPS) | 0.1 | $513k | -10% | 997.00 | 514.91 |
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| Deere & Co Stock (DE) | 0.1 | $510k | -3% | 1.3k | 399.77 |
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| Air Prods & Chems Stock (APD) | 0.1 | $508k | 1.9k | 273.82 |
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| Nextera Energy Stock (NEE) | 0.1 | $506k | +15% | 8.3k | 60.74 |
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| Goldman Sachs Group Stock (GS) | 0.1 | $501k | +11% | 1.3k | 385.70 |
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| Ishares Core S&p U.s. Growth Etf Etf (IUSG) | 0.1 | $500k | 4.8k | 104.10 |
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| Ishares Msci Emerging Markets Small Cap Etf Etf (EEMS) | 0.1 | $499k | +16% | 8.6k | 57.81 |
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| Ishares Russell 3000 Etf Etf (IWV) | 0.1 | $496k | 1.8k | 273.74 |
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| S&p Global Stock (SPGI) | 0.1 | $490k | 1.1k | 440.65 |
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| Allstate Corp Stock (ALL) | 0.1 | $471k | +2% | 3.4k | 139.99 |
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| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.1 | $469k | 6.5k | 72.43 |
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| Lincoln Elec Hldgs Stock (LECO) | 0.1 | $466k | +3% | 2.1k | 217.48 |
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| O Reilly Automotive Stock (ORLY) | 0.1 | $453k | +5% | 477.00 | 950.48 |
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| At&t Stock (T) | 0.1 | $452k | +21% | 27k | 16.78 |
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| Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB) | 0.1 | $444k | -6% | 18k | 24.48 |
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| Black Hills Corp Stock (BKH) | 0.1 | $442k | +2% | 8.2k | 53.95 |
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| American Express Stock (AXP) | 0.1 | $439k | +7% | 2.3k | 187.34 |
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| Schwab Us Dividend Equity Etf Etf (SCHD) | 0.1 | $424k | -34% | 5.6k | 76.13 |
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| Vanguard Mid Cap Etf (VO) | 0.1 | $423k | +87% | 1.8k | 232.62 |
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| C H Robinson Worldwide Stock (CHRW) | 0.1 | $413k | +7% | 4.8k | 86.40 |
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| Chicago Mercantile Hldgs Stock (CME) | 0.1 | $412k | -4% | 2.0k | 210.61 |
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| Huntington Bancshares Stock (HBAN) | 0.1 | $411k | -2% | 32k | 12.72 |
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| Vanguard Esg U.s. Stock Etf Etf (ESGV) | 0.1 | $409k | -13% | 4.8k | 85.06 |
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| Principal Financial Group Stock (PFG) | 0.1 | $406k | +3% | 5.2k | 78.67 |
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| Yum! Brands Stock (YUM) | 0.1 | $402k | +7% | 3.1k | 130.67 |
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| Ingredion Stock (INGR) | 0.1 | $399k | +5% | 3.7k | 108.52 |
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| Toronto Dominion Bank Stock (TD) | 0.1 | $398k | +26% | 6.2k | 64.62 |
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| Rtx Corporation Stock (RTX) | 0.1 | $397k | +38% | 4.7k | 84.14 |
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| Allison Transmission Hldgs Stock (ALSN) | 0.1 | $396k | +2% | 6.8k | 58.15 |
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| Cadence Design System Stock (CDNS) | 0.1 | $384k | 1.4k | 272.37 |
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| Ishares Tr Russell Midcap Index Etf (IWR) | 0.1 | $375k | -4% | 4.8k | 77.73 |
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| The Cigna Group Stock (CI) | 0.1 | $374k | +3% | 1.3k | 299.45 |
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| Marsh & Mclennan Cos Stock (MMC) | 0.1 | $374k | +2% | 2.0k | 189.49 |
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| Parker-hannifin Corp Stock (PH) | 0.1 | $374k | +11% | 812.00 | 460.85 |
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| Eog Resources Stock (EOG) | 0.1 | $370k | +12% | 3.1k | 120.95 |
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| Hormel Foods Corp Stock (HRL) | 0.1 | $365k | NEW | 11k | 32.11 |
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| Lam Research Corp Stock (LRCX) | 0.1 | $361k | +5% | 461.00 | 783.92 |
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| Vanguard Small Cap Etf Etf (VB) | 0.1 | $360k | NEW | 1.7k | 213.33 |
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| Booking Holdings Stock (BKNG) | 0.1 | $358k | +4% | 101.00 | 3547.22 |
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| Kla-tencor Corp Stock (KLAC) | 0.1 | $358k | -5% | 616.00 | 581.28 |
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| Factset Resh Sys Stock (FDS) | 0.1 | $357k | +10% | 748.00 | 477.09 |
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| Centerpoint Energy Stock (CNP) | 0.1 | $357k | +12% | 13k | 28.57 |
|
| Kroger Stock (KR) | 0.1 | $356k | -5% | 7.8k | 45.71 |
|
| Takeda Pharmaceutical Adr (TAK) | 0.1 | $353k | -3% | 25k | 14.27 |
|
| Sherwin Williams Stock (SHW) | 0.1 | $346k | +13% | 1.1k | 311.97 |
|
| Uber Technologies Stock (UBER) | 0.1 | $343k | NEW | 5.6k | 61.57 |
|
| M & T Bk Corp Stock (MTB) | 0.1 | $343k | +2% | 2.5k | 137.08 |
|
| Northrop Grumman Corp Stock (NOC) | 0.1 | $343k | +4% | 732.00 | 468.01 |
|
| Southern Stock (SO) | 0.1 | $342k | +8% | 4.9k | 70.12 |
|
| Ishares Dj Us Technology Etf (IYW) | 0.1 | $336k | 2.7k | 122.75 |
|
|
| Macys Stock (M) | 0.1 | $333k | 17k | 20.12 |
|
|
| Ishares Msci Eafe Etf Etf (EFA) | 0.1 | $331k | NEW | 4.4k | 75.35 |
|
| Expeditors Intl Wash Stock (EXPD) | 0.1 | $330k | +15% | 2.6k | 127.22 |
|
| Coca Cola Femsa Sa Adr (KOF) | 0.1 | $330k | +20% | 3.5k | 94.64 |
|
| Marriott Intl Stock (MAR) | 0.1 | $328k | +6% | 1.5k | 225.51 |
|
| Moodys Corp Stock (MCO) | 0.1 | $328k | +5% | 840.00 | 390.65 |
|
| Simon Property Group Reit (SPG) | 0.1 | $326k | +2% | 2.3k | 142.62 |
|
| Fedex Corp Stock (FDX) | 0.1 | $324k | +3% | 1.3k | 252.94 |
|
| Royal Bank Of Canada Stock (RY) | 0.1 | $321k | +11% | 3.2k | 101.14 |
|
| T-mobile Us Stock (TMUS) | 0.1 | $320k | +12% | 2.0k | 160.33 |
|
| Canadian Pacific Kansas City Stock (CP) | 0.1 | $319k | +14% | 4.0k | 79.06 |
|
| Illinois Tool Wks Stock (ITW) | 0.1 | $314k | -9% | 1.2k | 261.94 |
|
| Whirlpool Corp Stock (WHR) | 0.1 | $310k | +5% | 2.5k | 121.76 |
|
| Microchip Technology Stock (MCHP) | 0.1 | $306k | +7% | 3.4k | 90.18 |
|
| Docusign Stock (DOCU) | 0.1 | $301k | NEW | 5.1k | 59.45 |
|
| Relx Adr (RELX) | 0.1 | $301k | NEW | 7.6k | 39.66 |
|
| Waste Management Stock (WM) | 0.1 | $301k | +12% | 1.7k | 179.10 |
|
| Brookfield Corp Cl A Ltd Vt Sh Stock (BN) | 0.1 | $299k | +3% | 7.4k | 40.12 |
|
| Cbs Corp Cl B Stock (PARA) | 0.1 | $296k | NEW | 20k | 14.79 |
|
| Spdr Ssga Us Large Cap Low Volatility Index Etf Etf (LGLV) | 0.1 | $296k | -30% | 2.0k | 145.01 |
|
| Aon Corp Stock (AON) | 0.1 | $295k | -11% | 1.0k | 291.06 |
|
| Under Armour Inc Cl A Stock (UAA) | 0.1 | $294k | 34k | 8.79 |
|
|
| First Finl Bancorp Oh Stock (FFBC) | 0.1 | $292k | +2% | 12k | 23.75 |
|
| Zoom Video Communications Inc Cl A Stock (ZM) | 0.1 | $288k | NEW | 4.0k | 71.91 |
|
| Vanguard Dividend Appreciation Etf Etf (VIG) | 0.1 | $283k | 1.7k | 170.40 |
|
|
| Ppg Inds Stock (PPG) | 0.1 | $283k | +16% | 1.9k | 149.55 |
|
| Fiserv Stock (FI) | 0.1 | $282k | +6% | 2.1k | 132.83 |
|
| Ishares International Dividend Growth Etf Etf (IGRO) | 0.1 | $281k | -68% | 4.4k | 64.57 |
|
| Charles Schwab Corp Stock (SCHW) | 0.1 | $278k | NEW | 4.0k | 68.80 |
|
| Schwab Fundamental International Large Co. Index Etf Etf (FNDF) | 0.1 | $273k | -2% | 8.1k | 33.73 |
|
| Rio Tinto Adr (RIO) | 0.1 | $272k | NEW | 3.7k | 74.46 |
|
| Bristol-myers Squibb Stock (BMY) | 0.1 | $271k | -23% | 5.3k | 51.31 |
|
| Norfolk Southern Crp Stock (NSC) | 0.1 | $270k | NEW | 1.1k | 236.38 |
|
| Ishares Msci Eafe Value Index Etf Etf (EFV) | 0.1 | $265k | -23% | 5.1k | 52.10 |
|
| Cabot Oil & Gas Cp Stock (CTRA) | 0.1 | $261k | 10k | 25.52 |
|
|
| Coca Cola Enterprise Stock (CCEP) | 0.0 | $259k | NEW | 3.9k | 66.74 |
|
| Trane Technologies Stock (TT) | 0.0 | $259k | NEW | 1.1k | 243.90 |
|
| GSK Adr (GSK) | 0.0 | $259k | NEW | 7.0k | 37.06 |
|
| Dupont De Nemours Stock (DD) | 0.0 | $258k | 3.3k | 76.94 |
|
|
| Illumina Stock (ILMN) | 0.0 | $256k | NEW | 1.8k | 139.26 |
|
| Comerica Stock (CMA) | 0.0 | $255k | NEW | 4.6k | 55.81 |
|
| Sap Aktiengesellschaft Adr (SAP) | 0.0 | $254k | -20% | 1.6k | 154.58 |
|
| Equinix Reit (EQIX) | 0.0 | $252k | +3% | 312.00 | 806.60 |
|
| Belden Cdt Stock (BDC) | 0.0 | $249k | NEW | 3.2k | 77.25 |
|
| Block Inc Cl A Stock (SQ) | 0.0 | $248k | NEW | 3.2k | 77.35 |
|
| Enbridge Stock (ENB) | 0.0 | $247k | NEW | 6.9k | 36.02 |
|
| Sei Investments Stock (SEIC) | 0.0 | $247k | +11% | 3.9k | 63.55 |
|
| Capital One Financial Corp Stock (COF) | 0.0 | $245k | NEW | 1.9k | 131.11 |
|
| Royal Carribbean Cruises Stock (RCL) | 0.0 | $243k | NEW | 1.9k | 129.49 |
|
| Workday Stock (WDAY) | 0.0 | $237k | NEW | 857.00 | 276.06 |
|
| Ing Groep Nv Adr (ING) | 0.0 | $237k | +20% | 16k | 15.02 |
|
| American Tower Corp Reit (AMT) | 0.0 | $236k | NEW | 1.1k | 215.86 |
|
| Invesco S&p International Developed Low Volatility Etf Etf (IDLV) | 0.0 | $235k | NEW | 8.3k | 28.17 |
|
| Intercontinental Exchange Stock (ICE) | 0.0 | $235k | NEW | 1.8k | 128.46 |
|
| Koninklijke Philips N V Ny Regis Adr (PHG) | 0.0 | $234k | NEW | 10k | 23.33 |
|
| Altria Group Stock (MO) | 0.0 | $232k | +7% | 5.8k | 40.34 |
|
| Mckesson Corp Stock (MCK) | 0.0 | $232k | +2% | 500.00 | 462.98 |
|
| Nxp Semiconductors Nv Stock (NXPI) | 0.0 | $227k | NEW | 989.00 | 229.68 |
|
| Stryker Corp Stock (SYK) | 0.0 | $227k | NEW | 758.00 | 299.47 |
|
| Chipotle Mexican Grill Stock (CMG) | 0.0 | $226k | NEW | 99.00 | 2286.96 |
|
| Paypal Hldgs Stock (PYPL) | 0.0 | $225k | NEW | 3.7k | 61.41 |
|
| Boston Scientific Corp Stock (BSX) | 0.0 | $224k | NEW | 3.9k | 57.81 |
|
| Helmerich & Payne Stock (HP) | 0.0 | $223k | 6.1k | 36.22 |
|
|
| Bce Stock (BCE) | 0.0 | $222k | NEW | 5.6k | 39.38 |
|
| Schlumberger Ltd Com Stk Stock (SLB) | 0.0 | $221k | +8% | 4.2k | 52.04 |
|
| Sabre Corp Stock (SABR) | 0.0 | $220k | NEW | 50k | 4.40 |
|
| Sempra Energy Stock (SRE) | 0.0 | $218k | NEW | 2.9k | 74.73 |
|
| Jpmorgan Sustainable Municipal Income Etf Etf (JMSI) | 0.0 | $217k | -19% | 4.3k | 50.53 |
|
| Diageo Adr (DEO) | 0.0 | $212k | NEW | 1.5k | 145.65 |
|
| Citigroup Stock (C) | 0.0 | $203k | NEW | 3.9k | 51.44 |
|
| Technology Select Sector Spdr Etf (XLK) | 0.0 | $202k | -17% | 1.1k | 192.48 |
|
| Cvs Health Corp Stock (CVS) | 0.0 | $201k | NEW | 2.5k | 78.97 |
|
| Pinnacle Finl Partners Stock (PNFP) | 0.0 | $200k | NEW | 2.3k | 87.22 |
|
Past Filings by Legacy Financial Advisors
SEC 13F filings are viewable for Legacy Financial Advisors going back to 2017
- Legacy Financial Advisors 2023 Q4 filed Feb. 6, 2024
- Legacy Financial Advisors 2023 Q3 filed Nov. 13, 2023
- Legacy Financial Advisors 2023 Q2 filed Aug. 8, 2023
- Legacy Financial Advisors 2023 Q1 filed May 3, 2023
- Legacy Financial Advisors 2022 Q4 filed Feb. 6, 2023
- Legacy Financial Advisors 2022 Q3 filed Nov. 9, 2022
- Legacy Financial Advisors 2022 Q2 filed Aug. 8, 2022
- Legacy Financial Advisors 2022 Q1 filed May 4, 2022
- Legacy Financial Advisors 2021 Q4 filed Feb. 4, 2022
- Legacy Financial Advisors 2021 Q3 filed Oct. 26, 2021
- Legacy Financial Advisors 2021 Q2 filed July 21, 2021
- Legacy Financial Advisors 2021 Q1 filed April 28, 2021
- Legacy Financial Advisors 2020 Q4 filed Feb. 2, 2021
- Legacy Financial Advisors 2020 Q3 filed Nov. 9, 2020
- Legacy Financial Advisors 2020 Q2 filed Aug. 7, 2020
- Legacy Financial Advisors 2020 Q1 filed May 12, 2020