Legacy Financial Advisors

Legacy Financial Advisors as of March 31, 2022

Portfolio Holdings for Legacy Financial Advisors

Legacy Financial Advisors holds 241 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 15.9 $71M 700k 100.94
Ishares Tr Msci Usa Minimum Volatility Index Etf (USMV) 15.2 $68M 872k 77.57
Ishares Core Dividend Growth Etf Etf (DGRO) 11.6 $51M 961k 53.41
Ishares Aggregate Bond Etf Etf (AGG) 6.1 $27M 251k 107.10
Ishares Inc Msci Eafe Minimum Volatility Index Etf (EFAV) 3.8 $17M 235k 72.14
Ishares Core Msci Eafe Etf Etf (IEFA) 3.3 $15M 212k 69.51
Wisdomtree Global Ex-u.s. Quality Dividend Growth Fund Etf (DNL) 3.2 $14M 353k 39.72
Procter And Gamble Stock (PG) 2.6 $12M 77k 152.80
Apple Stock (AAPL) 2.4 $11M 62k 174.61
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI) 1.9 $8.3M 156k 53.00
Microsoft Stock (MSFT) 1.5 $6.6M 22k 308.31
Jpmorgan Chase & Co Stock (JPM) 1.1 $4.7M 34k 136.33
Ishares S&p 500 Index Etf (IVV) 0.8 $3.4M 7.5k 453.65
Ishares Msci Eafe Etf Etf (EFA) 0.7 $3.3M 45k 73.61
Amazon.com Stock (AMZN) 0.7 $3.1M 945.00 3260.32
Fifth Third Bancorp Stock (FITB) 0.7 $3.1M 71k 43.04
Pnc Finl Svcs Group Stock (PNC) 0.6 $2.8M 15k 184.44
Johnson & Johnson Stock (JNJ) 0.5 $2.4M 14k 177.26
Us Bancorp Del Stock (USB) 0.5 $2.4M 45k 53.15
Invesco S&p International Developed Low Volatility Etf Etf (IDLV) 0.5 $2.3M 75k 31.14
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.5 $2.2M 805.00 2792.55
Google Stock (GOOGL) 0.5 $2.0M 735.00 2782.31
Unitedhealth Group Stock (UNH) 0.4 $1.8M 3.6k 510.14
Nvidia Corp Stock (NVDA) 0.4 $1.8M 6.6k 272.84
Tesla Motors Stock (TSLA) 0.4 $1.8M 1.6k 1077.53
Pfizer Stock (PFE) 0.4 $1.7M 33k 51.76
Exxon Mobil Corp Stock (XOM) 0.4 $1.6M 20k 82.61
Coca Cola Stock (KO) 0.4 $1.6M 25k 61.98
Intel Corp Stock (INTC) 0.3 $1.5M 30k 49.56
Visa Stock (V) 0.3 $1.5M 6.7k 221.76
Vanguard Intermediate-term Bond Index Fund Etf (BIV) 0.3 $1.4M 17k 81.92
Chevron Corp Stock (CVX) 0.3 $1.4M 8.7k 162.87
Cisco Sys Stock (CSCO) 0.3 $1.3M 24k 55.74
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.3 $1.3M 3.7k 353.02
Verizon Communications Stock (VZ) 0.3 $1.2M 25k 50.94
Home Depot Stock (HD) 0.3 $1.2M 4.1k 299.26
Spdr Nuveen Bloomberg High Yield Municipal Bond Etf Etf (HYMB) 0.3 $1.2M 22k 55.16
Merck & Co Stock (MRK) 0.3 $1.2M 15k 82.03
Snap On Stock (SNA) 0.3 $1.2M 5.7k 205.45
Truist Finl Corp Stock (TFC) 0.3 $1.1M 20k 56.70
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.3 $1.1M 11k 101.35
Texas Instrs Stock (TXN) 0.2 $1.1M 6.0k 183.48
Ishares Core S&p Mid Cap Etf Etf (IJH) 0.2 $1.1M 4.0k 268.36
Csx Corp Stock (CSX) 0.2 $1.1M 28k 37.44
Pepsico Stock (PEP) 0.2 $1.1M 6.3k 167.46
Cintas Corp Stock (CTAS) 0.2 $1.0M 2.5k 425.45
Ishares Amt-free Muni Bond Etf Etf (MUB) 0.2 $1.0M 9.4k 109.62
United Parcel Service Stock (UPS) 0.2 $1.0M 4.7k 214.47
Raytheon Technologies Corp Stock (RTX) 0.2 $983k 9.9k 99.10
Bk Of America Corp Stock (BAC) 0.2 $963k 23k 41.23
Oracle Corporation Stock (ORCL) 0.2 $901k 11k 82.74
Ishares Russell 3000 Etf Etf (IWV) 0.2 $887k 3.4k 262.43
Walmart Stock (WMT) 0.2 $881k 5.9k 148.89
General Dynamics Corp Stock (GD) 0.2 $876k 3.6k 241.12
Medtronic Stock (MDT) 0.2 $869k 7.8k 110.91
Abbvie Stock (ABBV) 0.2 $869k 5.4k 162.10
Ishares S&p Smallcap 600 Etf Etf (IJR) 0.2 $866k 8.0k 107.91
Mastercard Stock (MA) 0.2 $866k 2.4k 357.26
Amgen Stock (AMGN) 0.2 $863k 3.6k 241.87
Union Pac Corp Stock (UNP) 0.2 $852k 3.1k 273.08
Mcdonalds Corp Stock (MCD) 0.2 $835k 3.4k 247.26
Disney Walt Stock (DIS) 0.2 $809k 5.9k 137.23
Ishares Msci Emerging Markets Etf Etf (EEM) 0.2 $802k 18k 45.13
Blackrock Future Tech Etf Etf (BTEK) 0.2 $775k 29k 27.06
American Finl Group Inc O Stock (AFG) 0.2 $762k 5.2k 145.59
Ishares Tr Russell Midcap Index Etf (IWR) 0.2 $741k 9.5k 78.01
Firstenergy Corp Stock (FE) 0.2 $720k 16k 45.83
Ishares Russell Midcap Growth Etf Etf (IWP) 0.2 $709k 7.1k 100.54
Lockheed Martin Corp Stock (LMT) 0.2 $706k 1.6k 441.25
Honeywell Intl Stock (HON) 0.2 $704k 3.6k 194.69
Intl Business Machines Stock (IBM) 0.2 $703k 5.4k 130.06
Meta Platforms Inc Cl A Stock (META) 0.2 $695k 3.1k 222.47
Accenture Ltd Bermuda Cl A Stock (ACN) 0.2 $679k 2.0k 337.14
Boeing Stock (BA) 0.2 $668k 3.5k 191.35
Abbott Labs Stock (ABT) 0.1 $645k 5.5k 118.28
Progressive Corp Stock (PGR) 0.1 $639k 5.6k 113.98
Nike Inc Class B Stock (NKE) 0.1 $632k 4.7k 134.53
Vanguard Total World Bond Etf Etf (BNDW) 0.1 $632k 8.5k 74.09
Novartis Adr (NVS) 0.1 $621k 7.1k 87.74
Public Svc Enterprise Grp Stock (PEG) 0.1 $611k 8.7k 70.02
Automatic Data Processing Stock (ADP) 0.1 $608k 2.7k 227.63
Motorola Solutions Stock (MSI) 0.1 $602k 2.5k 242.25
Msc Indl Direct Inc Cl A Stock (MSM) 0.1 $590k 6.9k 85.24
Zoom Video Communications Inc Cl A Stock (ZM) 0.1 $586k 5.0k 117.20
Costco Wholesale Corp Stock (COST) 0.1 $586k 1.0k 575.64
Comcast Corp New Cl A Stock (CMCSA) 0.1 $581k 12k 46.83
Nextera Energy Stock (NEE) 0.1 $579k 6.8k 84.67
Paychex Stock (PAYX) 0.1 $571k 4.2k 136.44
Hess Corp Stock (HES) 0.1 $568k 5.3k 107.03
Hillman Solutions Corp Stock (HLMN) 0.1 $564k 48k 11.87
Spdr Ssga Us Large Cap Low Volatility Index Etf Etf (LGLV) 0.1 $564k 3.9k 143.80
At&t Stock (T) 0.1 $564k 24k 23.62
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.1 $550k 5.2k 105.59
Thermo Fisher Scientific Stock (TMO) 0.1 $549k 930.00 590.32
Amerisourcebergen Corp Stock (COR) 0.1 $524k 3.4k 154.80
Cullen Frost Bankers Stock (CFR) 0.1 $512k 3.7k 138.30
Ishares Trs&p Short Term Natl Municipal Bd Etf (SUB) 0.1 $508k 4.9k 104.70
Dominion Resources Stock (D) 0.1 $504k 5.9k 85.03
Crane Stock 0.1 $488k 4.5k 108.25
Avago Technologies Stock (AVGO) 0.1 $487k 774.00 629.20
Dover Corp Stock (DOV) 0.1 $484k 3.1k 156.94
Quest Diagnostics Stock (DGX) 0.1 $470k 3.4k 136.75
Lowes Cos Stock (LOW) 0.1 $465k 2.3k 202.35
Asml Holding N V N Y Registry Adr (ASML) 0.1 $465k 696.00 668.10
Huntington Bancshares Stock (HBAN) 0.1 $464k 32k 14.64
Lilly Eli & Co Stock (LLY) 0.1 $462k 1.6k 286.60
Deere & Co Stock (DE) 0.1 $461k 1.1k 415.69
Proshares Ultra Bloomberg Crude Oil Etf (UCO) 0.1 $460k 3.0k 153.33
Danaher Corp Stock (DHR) 0.1 $455k 1.6k 293.17
Qualcomm Stock (QCOM) 0.1 $455k 3.0k 152.79
Adobe Sys Stock (ADBE) 0.1 $454k 996.00 455.82
Gilead Sciences Stock (GILD) 0.1 $447k 7.5k 59.39
Applied Matls Stock (AMAT) 0.1 $447k 3.4k 131.74
Duke Energy Corp Stock (DUK) 0.1 $445k 4.0k 111.72
Kroger Stock (KR) 0.1 $444k 7.7k 57.37
Henry Jack & Assoc Stock (JKHY) 0.1 $434k 2.2k 197.27
Ishares International Dividend Growth Etf Etf (IGRO) 0.1 $432k 6.6k 65.16
BP Adr (BP) 0.1 $428k 15k 29.37
Gap Stock (GPS) 0.1 $424k 30k 14.07
United Contl Hldgs Stock (UAL) 0.1 $418k 9.0k 46.33
Spdr Gold Etf Etf (GLD) 0.1 $415k 2.3k 180.59
Huntington Ingalls Inds Stock (HII) 0.1 $412k 2.1k 199.61
Morgan Stanley Stock (MS) 0.1 $408k 4.7k 87.44
Omnicom Group Stock (OMC) 0.1 $400k 4.7k 84.85
General Electric Stock (GE) 0.1 $400k 4.4k 91.51
Conocophillips Stock (COP) 0.1 $398k 4.0k 99.92
C H Robinson Worldwide Stock (CHRW) 0.1 $390k 3.6k 107.62
Novo-nordisk A/s Adr Adr Cmn Adr (NVO) 0.1 $389k 3.5k 111.11
Medical Pptys Trust Reit (MPW) 0.1 $387k 18k 21.12
Allstate Corp Stock (ALL) 0.1 $386k 2.8k 138.40
Chicago Mercantile Hldgs Stock (CME) 0.1 $385k 1.6k 237.80
Salesforce Stock (CRM) 0.1 $385k 1.8k 212.24
Shell Plc Spon Ads Adr (SHEL) 0.1 $385k 7.0k 54.94
Investors Bancorp Stock 0.1 $381k 26k 14.94
Vanguard Dividend Appreciation Etf Etf (VIG) 0.1 $376k 2.3k 162.28
Royal Bank Of Canada Stock (RY) 0.1 $373k 3.4k 110.29
Chubb Stock (CB) 0.1 $372k 1.7k 213.92
Eastman Chemical Stock (EMN) 0.1 $371k 3.3k 112.05
Netflix Stock (NFLX) 0.1 $367k 980.00 374.49
Peoples Bk Bridgeport Cn Stock 0.1 $367k 18k 19.97
Robert Half Intl Stock (RHI) 0.1 $358k 3.1k 114.27
Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 0.1 $358k 32k 11.19
Ishares Tr High Divid Equity Etf (HDV) 0.1 $357k 3.3k 106.82
Wells Fargo Stock (WFC) 0.1 $357k 7.4k 48.43
Clorox Co Del Stock (CLX) 0.1 $356k 2.6k 138.95
Philip Morris Intl Stock (PM) 0.1 $355k 3.8k 93.97
Deutsche Bank A G Namen Akt Stock (DB) 0.1 $354k 28k 12.64
Toyota Motor Corp Ads Adr (TM) 0.1 $354k 2.0k 180.24
Bristol-myers Squibb Stock (BMY) 0.1 $353k 4.8k 73.01
Vistra Corp Stock (VST) 0.1 $349k 15k 23.27
Cvs Health Corp Stock (CVS) 0.1 $337k 3.3k 101.29
Astrazeneca Plc- Spons Adr (AZN) 0.1 $336k 5.1k 66.29
Enbridge Stock (ENB) 0.1 $332k 7.2k 46.05
Paypal Hldgs Stock (PYPL) 0.1 $331k 2.9k 115.57
Bhp Group Adr (BHP) 0.1 $322k 4.2k 77.20
Vanguard Growth Etf Etf (VUG) 0.1 $321k 1.1k 287.38
Taiwan Semiconductor Manufacturing Adr (TSM) 0.1 $320k 3.1k 104.30
Comerica Stock (CMA) 0.1 $318k 3.5k 90.47
Prologis Share Beneficial Int Reit (PLD) 0.1 $315k 2.0k 161.46
Principal Financial Group Stock (PFG) 0.1 $313k 4.3k 73.37
Target Corp Stock (TGT) 0.1 $307k 1.4k 212.16
Total Sa Adr (TTE) 0.1 $303k 6.0k 50.47
Kimball Electronics Stock (KE) 0.1 $294k 15k 20.01
Takeda Pharmaceutical Adr (TAK) 0.1 $291k 20k 14.30
Owl Rock Capital Corporation Cef (OBDC) 0.1 $289k 20k 14.78
Autodesk Stock (ADSK) 0.1 $289k 1.3k 214.71
Regeneron Pharmaceuticals Stock (REGN) 0.1 $289k 414.00 698.07
Starbucks Corp Stock (SBUX) 0.1 $289k 3.2k 90.85
Norfolk Southern Crp Stock (NSC) 0.1 $286k 1.0k 285.71
Air Prods & Chems Stock (APD) 0.1 $286k 1.1k 250.22
Ingredion Stock (INGR) 0.1 $286k 3.3k 87.04
V F Corp Stock (VFC) 0.1 $285k 5.0k 56.83
Marathon Pete Corp Stock (MPC) 0.1 $284k 3.3k 85.62
Ishares Dj Us Technology Etf (IYW) 0.1 $283k 2.7k 103.13
Cabot Oil & Gas Cp Stock (CTRA) 0.1 $280k 10k 26.97
Spdr S&p 500 Etf Etf (SPY) 0.1 $276k 610.00 452.46
Linde Stock 0.1 $275k 860.00 319.77
Peloton Interactive Inc Cl A Stock (PTON) 0.1 $274k 10k 26.42
American Express Stock (AXP) 0.1 $274k 1.5k 187.29
Docusign Stock (DOCU) 0.1 $274k 2.6k 107.11
Aon Corp Stock (AON) 0.1 $272k 834.00 326.14
Fidelity Natl Info Svcs Stock (FIS) 0.1 $272k 2.7k 100.37
Advanced Micro Devices Stock (AMD) 0.1 $271k 2.5k 109.45
Charles Schwab Corp Stock (SCHW) 0.1 $267k 3.2k 84.25
Bce Stock (BCE) 0.1 $266k 4.8k 55.54
Blackrock Stock (BLK) 0.1 $265k 347.00 763.69
O Reilly Automotive Stock (ORLY) 0.1 $264k 385.00 685.71
Raymond James Finl Stock (RJF) 0.1 $261k 2.4k 109.85
Helmerich & Payne Stock (HP) 0.1 $261k 6.1k 42.81
S&p Global Stock (SPGI) 0.1 $258k 629.00 410.17
Enterprise Prods Partners Stock (EPD) 0.1 $258k 10k 25.80
Vertex Pharmaceuticals In Stock (VRTX) 0.1 $257k 984.00 261.18
First Finl Bancorp Oh Stock (FFBC) 0.1 $257k 11k 23.01
Centerpoint Energy Stock (CNP) 0.1 $256k 8.4k 30.63
Anthem Stock (ELV) 0.1 $255k 520.00 490.38
Diageo Adr (DEO) 0.1 $253k 1.2k 202.72
Altria Group Stock (MO) 0.1 $253k 4.8k 52.29
Service Now Stock (NOW) 0.1 $252k 453.00 556.29
Microchip Technology Stock (MCHP) 0.1 $249k 3.3k 75.14
Skyworks Solutions Stock (SWKS) 0.1 $246k 1.8k 133.12
Vanguard Real Estate Etf Etf (VNQ) 0.1 $242k 2.2k 108.18
Citigroup Stock (C) 0.1 $241k 4.5k 53.44
Entergy Corp Stock (ETR) 0.1 $240k 2.1k 116.56
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.1 $236k 4.9k 47.95
Alibaba Group Hldg Adr (BABA) 0.1 $234k 2.2k 108.58
Cincinnati Finl Corp Stock (CINF) 0.1 $231k 1.7k 135.72
Analog Devices Stock (ADI) 0.1 $230k 1.4k 165.35
Mondelez Intl Inc Cl A Stock (MDLZ) 0.1 $229k 3.7k 62.74
Ishares Msci Eafe Small-cap Etf Etf (SCZ) 0.1 $228k 3.4k 66.43
Intuitive Surgical Stock (ISRG) 0.1 $228k 755.00 301.99
Goldman Sachs Group Stock (GS) 0.1 $227k 688.00 329.94
Marriott Intl Stock (MAR) 0.1 $227k 1.3k 175.70
Eog Resources Stock (EOG) 0.1 $227k 1.9k 119.16
Lincoln Elec Hldgs Stock (LECO) 0.1 $226k 1.6k 137.89
Activision Stock 0.1 $225k 2.8k 80.01
Dupont De Nemours Stock (DD) 0.1 $224k 3.1k 73.42
Intuit Stock (INTU) 0.1 $224k 466.00 480.69
Toronto Dominion Bank Stock (TD) 0.1 $223k 2.8k 79.33
Sony Group Corporation Adr (SONY) 0.1 $223k 2.2k 102.48
Crown Castle Intl Corp Reit (CCI) 0.0 $220k 1.2k 184.25
Caterpillar Stock (CAT) 0.0 $219k 985.00 222.34
Verisign Stock (VRSN) 0.0 $218k 982.00 222.00
Ishares Core Msci International Developed Markets Etf Etf (IDEV) 0.0 $218k 3.4k 63.67
Goodyear Tire & Rubr Stock (GT) 0.0 $217k 15k 14.28
Northrop Grumman Corp Stock (NOC) 0.0 $214k 479.00 446.76
Rio Tinto Adr (RIO) 0.0 $213k 2.7k 80.23
Pinnacle Finl Partners Stock (PNFP) 0.0 $210k 2.3k 91.90
Canadian Pac Ry Stock 0.0 $209k 2.5k 82.71
Vanguard Total Stk Mkt Etf (VTI) 0.0 $209k 919.00 227.42
Electronics Arts Stock (EA) 0.0 $208k 1.6k 126.60
Allison Transmission Hldgs Stock (ALSN) 0.0 $207k 5.3k 39.18
Ishares Msci Global Min Vol Factor Etf Etf (ACWV) 0.0 $207k 2.0k 104.81
Technology Select Sector Spdr Etf (XLK) 0.0 $206k 1.3k 158.83
Capital One Financial Corp Stock (COF) 0.0 $202k 1.5k 131.42
Ford Motor Company Stock (F) 0.0 $187k 11k 16.92
Sirius Xm Radio Stock (SIRI) 0.0 $140k 21k 6.61
Ericsson Adr B Sek 10 Adr (ERIC) 0.0 $97k 11k 9.12
Mitsubishi Ufj Finl Group Inc Sponsored Adr (MUFG) 0.0 $83k 13k 6.22
Nokia Corp Adr (NOK) 0.0 $66k 12k 5.48
Invesco Mortgage Capital Reit 0.0 $63k 28k 2.29
Lloyds Tsb Group Adr (LYG) 0.0 $44k 18k 2.40