Legacy Financial Advisors

Legacy Financial Advisors as of Dec. 31, 2021

Portfolio Holdings for Legacy Financial Advisors

Legacy Financial Advisors holds 205 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Msci Usa Minimum Volatility Index Etf (USMV) 16.8 $73M 903k 80.90
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 16.6 $72M 676k 106.98
Ishares Core Dividend Growth Etf Etf (DGRO) 12.0 $53M 944k 55.58
Ishares Aggregate Bond Etf Etf (AGG) 6.0 $26M 230k 114.08
Ishares Inc Msci Eafe Minimum Volatility Index Etf (EFAV) 4.3 $19M 243k 76.77
Ishares Core Msci Eafe Etf Etf (IEFA) 3.4 $15M 201k 74.64
Procter And Gamble Stock (PG) 2.9 $13M 78k 163.58
Wisdomtree Global Ex-u.s. Quality Dividend Growth Fund Etf (DNL) 2.8 $12M 275k 43.57
Apple Stock (AAPL) 2.6 $11M 64k 177.57
Microsoft Stock (MSFT) 1.5 $6.7M 20k 336.33
Jpmorgan Chase & Co Stock (JPM) 1.3 $5.6M 35k 158.36
Ishares S&p 500 Index Etf (IVV) 0.8 $3.4M 7.1k 477.00
Ishares Msci Emerging Markets Etf Etf (EEM) 0.8 $3.3M 68k 48.85
Fifth Third Bancorp Stock (FITB) 0.7 $3.1M 71k 43.55
Pnc Finl Svcs Group Stock (PNC) 0.7 $3.0M 15k 200.53
Amazon.com Stock (AMZN) 0.7 $3.0M 889.00 3334.08
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.7 $2.9M 108k 26.68
Ishares International Dividend Growth Etf Etf (IGRO) 0.6 $2.7M 40k 67.79
Us Bancorp Del Stock (USB) 0.6 $2.5M 45k 56.17
Pfizer Stock (PFE) 0.5 $2.3M 40k 59.04
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.5 $2.3M 794.00 2894.21
Johnson & Johnson Stock (JNJ) 0.5 $2.2M 13k 171.08
Invesco S&p International Developed Low Volatility Etf Etf (IDLV) 0.5 $2.0M 64k 31.93
Google Stock (GOOGL) 0.5 $2.0M 688.00 2898.26
Nvidia Corp Stock (NVDA) 0.4 $1.8M 6.1k 294.12
Unitedhealth Group Stock (UNH) 0.4 $1.7M 3.4k 502.18
Home Depot Stock (HD) 0.4 $1.6M 3.9k 415.07
Cisco Sys Stock (CSCO) 0.4 $1.6M 25k 63.36
Csx Corp Stock (CSX) 0.4 $1.6M 42k 37.60
Meta Platforms Inc Cl A Stock (META) 0.4 $1.5M 4.6k 336.26
Intel Corp Stock (INTC) 0.3 $1.5M 29k 51.51
Coca Cola Stock (KO) 0.3 $1.4M 24k 59.20
Tesla Motors Stock (TSLA) 0.3 $1.4M 1.3k 1056.84
Snap On Stock (SNA) 0.3 $1.2M 5.8k 215.34
Visa Stock (V) 0.3 $1.2M 5.7k 216.71
Exxon Mobil Corp Stock (XOM) 0.3 $1.2M 20k 61.19
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.3 $1.2M 11k 107.92
Verizon Communications Stock (VZ) 0.3 $1.2M 24k 51.95
Truist Finl Corp Stock (TFC) 0.3 $1.1M 20k 58.55
Texas Instrs Stock (TXN) 0.3 $1.1M 6.0k 188.53
Cintas Corp Stock (CTAS) 0.3 $1.1M 2.5k 443.20
Chevron Corp Stock (CVX) 0.3 $1.1M 9.4k 117.33
Blackrock Future Tech Etf Etf (BTEK) 0.3 $1.1M 31k 34.91
Pepsico Stock (PEP) 0.2 $1.1M 6.1k 173.67
Merck & Co Stock (MRK) 0.2 $1.0M 14k 76.67
Ishares Core S&p Mid Cap Etf Etf (IJH) 0.2 $1.0M 3.6k 283.21
Bk Of America Corp Stock (BAC) 0.2 $1.0M 23k 44.49
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.2 $1.0M 3.4k 299.02
United Parcel Service Stock (UPS) 0.2 $998k 4.7k 214.44
Mcdonalds Corp Stock (MCD) 0.2 $928k 3.5k 268.21
Raytheon Technologies Corp Stock (RTX) 0.2 $915k 11k 86.10
Nike Inc Class B Stock (NKE) 0.2 $897k 5.4k 166.76
Ishares Russell 3000 Etf Etf (IWV) 0.2 $889k 3.2k 277.55
Ishares S&p Smallcap 600 Etf Etf (IJR) 0.2 $853k 7.5k 114.48
Mastercard Stock (MA) 0.2 $815k 2.3k 359.51
Accenture Ltd Bermuda Cl A Stock (ACN) 0.2 $812k 2.0k 414.50
Ishares Tr Russell Midcap Index Etf (IWR) 0.2 $789k 9.5k 83.06
Oracle Corporation Stock (ORCL) 0.2 $784k 9.0k 87.24
Walmart Stock (WMT) 0.2 $783k 5.4k 144.76
Amgen Stock (AMGN) 0.2 $769k 3.4k 225.05
General Dynamics Corp Stock (GD) 0.2 $759k 3.6k 208.52
Disney Walt Stock (DIS) 0.2 $740k 4.8k 154.81
Union Pac Corp Stock (UNP) 0.2 $720k 2.9k 252.01
Abbott Labs Stock (ABT) 0.2 $718k 5.1k 140.67
Motorola Solutions Stock (MSI) 0.2 $670k 2.5k 271.58
Honeywell Intl Stock (HON) 0.2 $667k 3.2k 208.44
Boeing Stock (BA) 0.1 $650k 3.2k 201.43
Automatic Data Processing Stock (ADP) 0.1 $637k 2.6k 246.71
Gilead Sciences Stock (GILD) 0.1 $619k 8.5k 72.64
Quest Diagnostics Stock (DGX) 0.1 $612k 3.5k 172.88
Thermo Fisher Scientific Stock (TMO) 0.1 $611k 916.00 667.03
Nextera Energy Stock (NEE) 0.1 $611k 6.5k 93.31
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.1 $605k 5.2k 115.55
Paychex Stock (PAYX) 0.1 $597k 4.4k 136.46
Progressive Corp Stock (PGR) 0.1 $597k 5.8k 102.70
Msc Indl Direct Inc Cl A Stock (MSM) 0.1 $596k 7.1k 83.99
Public Svc Enterprise Grp Stock (PEG) 0.1 $594k 8.9k 66.70
Dover Corp Stock (DOV) 0.1 $571k 3.1k 181.73
Vanguard Dividend Appreciation Etf Etf (VIG) 0.1 $570k 3.3k 171.84
Lowes Cos Stock (LOW) 0.1 $566k 2.2k 258.45
Salesforce Stock (CRM) 0.1 $565k 2.2k 254.05
Medtronic Stock (MDT) 0.1 $564k 5.4k 103.52
Novartis Adr (NVS) 0.1 $562k 6.4k 87.53
Taiwan Semiconductor Manufacturing Adr (TSM) 0.1 $551k 4.6k 120.25
Abbvie Stock (ABBV) 0.1 $540k 4.0k 135.44
Lockheed Martin Corp Stock (LMT) 0.1 $538k 1.5k 355.12
Qualcomm Stock (QCOM) 0.1 $537k 2.9k 182.78
Netflix Stock (NFLX) 0.1 $536k 890.00 602.25
Applied Matls Stock (AMAT) 0.1 $517k 3.3k 157.33
Danaher Corp Stock (DHR) 0.1 $500k 1.5k 329.16
Starbucks Corp Stock (SBUX) 0.1 $485k 4.1k 116.95
Avago Technologies Stock (AVGO) 0.1 $484k 727.00 665.75
Asml Holding N V N Y Registry Adr (ASML) 0.1 $481k 604.00 796.36
Crane Stock 0.1 $480k 4.7k 101.69
Cullen Frost Bankers Stock (CFR) 0.1 $478k 3.8k 126.15
Amerisourcebergen Corp Stock (COR) 0.1 $472k 3.6k 132.81
Costco Wholesale Corp Stock (COST) 0.1 $471k 830.00 567.47
Huntington Bancshares Stock (HBAN) 0.1 $471k 31k 15.41
Comcast Corp New Cl A Stock (CMCSA) 0.1 $467k 9.3k 50.38
Vanguard Total World Bond Etf Etf (BNDW) 0.1 $459k 5.8k 78.50
Medical Pptys Trust Reit (MPW) 0.1 $459k 19k 23.63
Dominion Resources Stock (D) 0.1 $458k 5.8k 78.64
Advanced Micro Devices Stock (AMD) 0.1 $450k 3.1k 144.00
Morgan Stanley Stock (MS) 0.1 $448k 4.6k 98.20
Eastman Chemical Stock (EMN) 0.1 $443k 3.7k 120.77
Toyota Motor Corp Ads Adr (TM) 0.1 $433k 2.3k 185.52
Lilly Eli & Co Stock (LLY) 0.1 $423k 1.5k 276.29
C H Robinson Worldwide Stock (CHRW) 0.1 $414k 3.8k 107.76
Duke Energy Corp Stock (DUK) 0.1 $411k 3.9k 104.98
Investors Bancorp Stock 0.1 $410k 27k 15.14
Huntington Ingalls Inds Stock (HII) 0.1 $402k 2.2k 186.54
Sony Group Corporation Adr (SONY) 0.1 $396k 3.1k 126.36
Autodesk Stock (ADSK) 0.1 $394k 1.4k 281.23
Hess Corp Stock (HES) 0.1 $392k 5.3k 74.05
Adobe Sys Stock (ADBE) 0.1 $391k 689.00 567.49
Henry Jack & Assoc Stock (JKHY) 0.1 $387k 2.3k 166.88
BP Adr (BP) 0.1 $386k 15k 26.61
Novo-nordisk A/s Adr Adr Cmn Adr (NVO) 0.1 $379k 3.4k 111.90
V F Corp Stock (VFC) 0.1 $376k 5.1k 73.21
Robert Half Intl Stock (RHI) 0.1 $367k 3.3k 111.41
Spdr Ssga Us Large Cap Low Volatility Index Etf Etf (LGLV) 0.1 $366k 2.4k 150.87
Deere & Co Stock (DE) 0.1 $365k 1.1k 343.37
Omnicom Group Stock (OMC) 0.1 $364k 5.0k 73.34
Philip Morris Intl Stock (PM) 0.1 $356k 3.7k 95.11
Intuit Stock (INTU) 0.1 $354k 551.00 642.47
Spdr S&p 500 Etf Etf (SPY) 0.1 $350k 736.00 475.54
Royal Bank Of Canada Stock (RY) 0.1 $349k 3.3k 106.21
General Electric Stock (GE) 0.1 $349k 3.7k 94.48
Chicago Mercantile Hldgs Stock (CME) 0.1 $339k 1.5k 228.74
Kroger Stock (KR) 0.1 $337k 7.5k 45.21
Ingredion Stock (INGR) 0.1 $336k 3.5k 96.52
Principal Financial Group Stock (PFG) 0.1 $328k 4.5k 72.23
Blackrock Stock (BLK) 0.1 $328k 358.00 916.20
Peoples Bk Bridgeport Cn Stock 0.1 $327k 18k 17.79
Comerica Stock (CMA) 0.1 $326k 3.7k 87.10
Wells Fargo Stock (WFC) 0.1 $321k 6.7k 47.93
Air Prods & Chems Stock (APD) 0.1 $319k 1.0k 304.10
Ishares Dj Us Technology Etf (IYW) 0.1 $315k 2.7k 114.80
Allstate Corp Stock (ALL) 0.1 $312k 2.7k 117.56
Paypal Hldgs Stock (PYPL) 0.1 $307k 1.6k 188.81
Intuitive Surgical Stock (ISRG) 0.1 $303k 843.00 359.43
Total Sa Adr (TTE) 0.1 $301k 6.1k 49.45
Chubb Stock (CB) 0.1 $297k 1.5k 193.61
Cvs Health Corp Stock (CVS) 0.1 $288k 2.8k 103.08
Unilever Adr (UL) 0.1 $285k 5.3k 53.78
Target Corp Stock (TGT) 0.1 $284k 1.2k 231.46
Firstenergy Corp Stock (FE) 0.1 $284k 6.8k 41.62
Linde Stock 0.1 $283k 816.00 346.81
Prologis Share Beneficial Int Reit (PLD) 0.1 $281k 1.7k 168.36
Goldman Sachs Group Stock (GS) 0.1 $281k 736.00 381.79
Chipotle Mexican Grill Stock (CMG) 0.1 $281k 161.00 1745.34
Clorox Co Del Stock (CLX) 0.1 $279k 1.6k 174.27
Ishares Core Msci International Developed Markets Etf Etf (IDEV) 0.1 $278k 4.1k 67.59
Bristol-myers Squibb Stock (BMY) 0.1 $278k 4.5k 62.29
Tjx Cos Stock (TJX) 0.1 $277k 3.7k 75.79
Conocophillips Stock (COP) 0.1 $276k 3.8k 72.16
S&p Global Stock (SPGI) 0.1 $272k 577.00 471.40
Intl Business Machines Stock (IBM) 0.1 $271k 2.0k 133.70
First Finl Bancorp Oh Stock (FFBC) 0.1 $271k 11k 24.40
Skyworks Solutions Stock (SWKS) 0.1 $269k 1.7k 155.22
Microchip Technology Stock (MCHP) 0.1 $265k 3.0k 87.00
Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 0.1 $263k 32k 8.22
Norfolk Southern Crp Stock (NSC) 0.1 $261k 878.00 297.27
Vanguard Real Estate Etf Etf (VNQ) 0.1 $260k 2.2k 116.23
Raymond James Finl Stock (RJF) 0.1 $254k 2.5k 100.40
3M Stock (MMM) 0.1 $253k 1.4k 177.79
Ishares Msci Eafe Small-cap Etf Etf (SCZ) 0.1 $253k 3.5k 73.21
Vanguard Mid Cap Etf (VO) 0.1 $252k 991.00 254.29
Anthem Stock (ELV) 0.1 $249k 537.00 463.69
Diageo Adr (DEO) 0.1 $249k 1.1k 220.35
Monster Beverage Corp Stock (MNST) 0.1 $248k 2.6k 95.98
Centerpoint Energy Stock (CNP) 0.1 $247k 8.9k 27.88
American Tower Corp Reit (AMT) 0.1 $246k 841.00 292.51
Mondelez Intl Inc Cl A Stock (MDLZ) 0.1 $245k 3.7k 66.40
Sherwin Williams Stock (SHW) 0.1 $245k 696.00 352.01
Bce Stock (BCE) 0.1 $245k 4.7k 51.96
Astrazeneca Plc- Spons Adr (AZN) 0.1 $243k 4.2k 58.20
Lincoln Elec Hldgs Stock (LECO) 0.1 $242k 1.7k 139.40
Verisign Stock (VRSN) 0.1 $236k 930.00 253.76
Charles Schwab Corp Stock (SCHW) 0.1 $232k 2.8k 83.97
Dupont De Nemours Stock (DD) 0.1 $232k 2.9k 80.86
Enbridge Stock (ENB) 0.1 $232k 5.9k 39.10
Analog Devices Stock (ADI) 0.1 $231k 1.3k 176.07
Ishares Msci Global Min Vol Factor Etf Etf (ACWV) 0.1 $228k 2.1k 108.11
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.1 $227k 4.5k 50.95
Moodys Corp Stock (MCO) 0.1 $227k 580.00 391.38
Altria Group Stock (MO) 0.1 $227k 4.8k 47.43
Technology Select Sector Spdr Etf (XLK) 0.1 $226k 1.3k 174.25
Vanguard Total Stk Mkt Etf (VTI) 0.1 $226k 938.00 240.94
Aon Corp Stock (AON) 0.1 $226k 753.00 300.13
Enterprise Prods Partners Stock (EPD) 0.1 $220k 10k 22.00
Pinnacle Finl Partners Stock (PNFP) 0.1 $218k 2.3k 95.40
Cincinnati Finl Corp Stock (CINF) 0.0 $216k 1.9k 114.16
Regeneron Pharmaceuticals Stock (REGN) 0.0 $215k 340.00 632.35
Crown Castle Intl Corp Reit (CCI) 0.0 $214k 1.0k 209.19
Citigroup Stock (C) 0.0 $213k 3.5k 60.43
Hartford Municipal Opportunities Etf Etf (HMOP) 0.0 $210k 5.0k 41.94
Marathon Pete Corp Stock (MPC) 0.0 $205k 3.2k 63.94
Allison Transmission Hldgs Stock (ALSN) 0.0 $203k 5.6k 36.30
Waste Management Stock (WM) 0.0 $203k 1.2k 166.67
Service Now Stock (NOW) 0.0 $202k 311.00 649.52
O Reilly Automotive Stock (ORLY) 0.0 $201k 285.00 705.26
Caterpillar Stock (CAT) 0.0 $201k 974.00 206.37
Cabot Oil & Gas Cp Stock (CTRA) 0.0 $198k 10k 19.05
Mitsubishi Ufj Finl Group Inc Sponsored Adr (MUFG) 0.0 $57k 11k 5.45