Legacy Financial Advisors

Legacy Financial Advisors as of Dec. 31, 2022

Portfolio Holdings for Legacy Financial Advisors

Legacy Financial Advisors holds 242 positions in its portfolio as reported in the December 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) 15.8 $73M 864k 84.80
Ishares Tr Msci Usa Minimum Volatility Index Etf (USMV) 10.0 $47M 646k 72.10
Ishares Core Dividend Growth Etf Etf (DGRO) 8.6 $40M 800k 50.00
Ishares Aggregate Bond Etf Etf (AGG) 5.9 $28M 285k 96.99
Ishares Core Msci Eafe Etf Etf (IEFA) 3.7 $17M 281k 61.64
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 3.5 $16M 343k 47.47
Ishares Inc Msci Eafe Minimum Volatility Index Etf (EFAV) 3.4 $16M 247k 63.59
Vanguard Russell 1000 Growth Etf Etf (VONG) 3.1 $14M 261k 55.12
Ishares Amt-free Muni Bond Etf Etf (MUB) 3.0 $14M 134k 105.52
Wisdomtree Global Ex-us Quality Dividend Growth Fund Etf (DNL) 2.8 $13M 401k 32.23
Procter And Gamble Stock (PG) 2.7 $12M 81k 151.56
Apple Stock (AAPL) 1.7 $7.7M 59k 129.93
Ishares Msci Eafe Value Index Etf Etf (EFV) 1.5 $6.8M 148k 45.88
Microsoft Stock (MSFT) 1.3 $6.2M 26k 239.82
Jpmorgan Chase & Co Stock (JPM) 1.1 $5.1M 38k 134.10
Vanguard Total Stk Mkt Etf (VTI) 1.0 $4.5M 24k 191.19
Ishares S&p 500 Index Etf (IVV) 0.8 $3.6M 9.4k 384.21
Exxon Mobil Corp Stock (XOM) 0.7 $3.0M 27k 110.30
Johnson & Johnson Stock (JNJ) 0.6 $3.0M 17k 176.65
Fifth Third Bancorp Stock (FITB) 0.5 $2.5M 75k 32.81
Pnc Finl Svcs Group Stock (PNC) 0.5 $2.3M 15k 157.94
Unitedhealth Group Stock (UNH) 0.5 $2.2M 4.2k 530.24
Us Bancorp Del Stock (USB) 0.5 $2.2M 50k 43.61
Pfizer Stock (PFE) 0.4 $2.1M 40k 51.24
Merck & Co Stock (MRK) 0.4 $2.0M 18k 110.95
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.4 $2.0M 47k 41.97
Chevron Corp Stock (CVX) 0.4 $1.9M 11k 179.50
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.4 $1.9M 22k 84.75
Coca Cola Stock (KO) 0.4 $1.8M 29k 63.61
Visa Stock (V) 0.4 $1.6M 7.8k 207.76
Pepsico Stock (PEP) 0.3 $1.5M 8.3k 180.66
Home Depot Stock (HD) 0.3 $1.4M 4.5k 315.86
Cisco Sys Stock (CSCO) 0.3 $1.4M 30k 47.64
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.3 $1.4M 16k 88.73
Google Stock (GOOGL) 0.3 $1.4M 15k 88.23
Snap On Stock (SNA) 0.3 $1.3M 5.9k 228.50
Verizon Communications Stock (VZ) 0.3 $1.3M 34k 39.40
Amazon.com Stock (AMZN) 0.3 $1.3M 16k 84.00
Ishares Core S&p Mid Cap Etf Etf (IJH) 0.3 $1.3M 5.4k 241.89
Mcdonalds Corp Stock (MCD) 0.3 $1.3M 4.9k 263.50
Texas Instrs Stock (TXN) 0.3 $1.3M 7.8k 165.22
Schwab Us Dividend Equity Etf Etf (SCHD) 0.3 $1.3M 17k 75.54
Nvidia Corp Stock (NVDA) 0.3 $1.3M 8.7k 146.13
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.3 $1.3M 4.1k 308.87
Raytheon Technologies Corp Stock (RTX) 0.3 $1.2M 12k 100.92
Intel Corp Stock (INTC) 0.3 $1.2M 44k 26.43
Abbvie Stock (ABBV) 0.3 $1.2M 7.2k 161.61
Amgen Stock (AMGN) 0.3 $1.2M 4.4k 262.66
Oracle Corporation Stock (ORCL) 0.2 $1.1M 14k 81.74
Lockheed Martin Corp Stock (LMT) 0.2 $1.1M 2.3k 486.51
General Dynamics Corp Stock (GD) 0.2 $1.1M 4.6k 248.11
Lilly Eli & Co Stock (LLY) 0.2 $1.1M 3.0k 365.88
Cintas Corp Stock (CTAS) 0.2 $1.1M 2.4k 451.56
Mastercard Stock (MA) 0.2 $1.1M 3.0k 347.76
Automatic Data Processing Stock (ADP) 0.2 $1.1M 4.4k 238.86
Intl Business Machines Stock (IBM) 0.2 $1.1M 7.5k 140.88
Schwab Fundamental International Large Co. Index Etf Etf (FNDF) 0.2 $1.0M 36k 29.07
Honeywell Intl Stock (HON) 0.2 $1.0M 4.7k 214.29
Meta Platforms Inc Cl A Stock (META) 0.2 $966k 8.0k 120.34
Walmart Stock (WMT) 0.2 $965k 6.8k 141.79
United Parcel Service Stock (UPS) 0.2 $958k 5.5k 173.83
Boeing Stock (BA) 0.2 $934k 4.9k 190.50
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG) 0.2 $918k 20k 46.74
Netflix Stock (NFLX) 0.2 $911k 3.1k 294.88
Gilead Sciences Stock (GILD) 0.2 $905k 11k 85.85
Ishares S&p Smallcap 600 Etf Etf (IJR) 0.2 $887k 9.4k 94.64
Csx Corp Stock (CSX) 0.2 $850k 27k 30.98
Ishares International Dividend Growth Etf Etf (IGRO) 0.2 $848k 15k 57.63
Truist Finl Corp Stock (TFC) 0.2 $836k 19k 43.03
Hillman Solutions Corp Stock (HLMN) 0.2 $811k 113k 7.21
Hess Corp Stock (HES) 0.2 $781k 5.5k 141.81
Novartis Adr (NVS) 0.2 $761k 8.4k 90.72
Avago Technologies Stock (AVGO) 0.2 $730k 1.3k 559.19
Firstenergy Corp Stock (FE) 0.2 $727k 17k 41.94
American Finl Group Inc O Stock (AFG) 0.2 $719k 5.2k 137.28
Progressive Corp Stock (PGR) 0.2 $709k 5.5k 129.71
Bank America Corp Stock (BAC) 0.2 $708k 21k 33.12
At&t Stock (T) 0.2 $707k 38k 18.41
Motorola Solutions Stock (MSI) 0.2 $707k 2.7k 257.76
Nextera Energy Stock (NEE) 0.2 $704k 8.4k 83.60
Tesla Motors Stock (TSLA) 0.1 $691k 5.6k 123.17
Conocophillips Stock (COP) 0.1 $681k 5.8k 118.01
Union Pac Corp Stock (UNP) 0.1 $674k 3.3k 207.04
Msc Indl Direct Inc Cl A Stock (MSM) 0.1 $663k 8.1k 81.70
Starbucks Corp Stock (SBUX) 0.1 $651k 6.6k 99.19
Accenture Ltd Bermuda Cl A Stock (ACN) 0.1 $646k 2.4k 266.80
Vanguard Mega Cap Growth Etf Etf (MGK) 0.1 $640k 3.7k 172.07
Public Svc Enterprise Grp Stock (PEG) 0.1 $638k 10k 61.27
Abbott Labs Stock (ABT) 0.1 $636k 5.8k 109.78
Nike Inc Class B Stock (NKE) 0.1 $622k 5.3k 117.01
Medtronic Stock (MDT) 0.1 $607k 7.8k 77.72
Thermo Fisher Scientific Stock (TMO) 0.1 $606k 1.1k 550.71
BP Adr (BP) 0.1 $606k 17k 34.93
Phillips 66 Stock (PSX) 0.1 $606k 5.8k 104.08
Novo-nordisk A/s Adr Adr Cmn Adr (NVO) 0.1 $599k 4.4k 135.34
Duke Energy Corp Stock (DUK) 0.1 $597k 5.8k 103.00
Ishares Russell 3000 Etf Etf (IWV) 0.1 $596k 2.7k 220.68
Paychex Stock (PAYX) 0.1 $588k 5.1k 115.57
Comcast Corp New Cl A Stock (CMCSA) 0.1 $585k 17k 34.97
Quest Diagnostics Stock (DGX) 0.1 $581k 3.7k 156.46
Marathon Pete Corp Stock (MPC) 0.1 $581k 5.0k 116.38
Cullen Frost Bankers Stock (CFR) 0.1 $576k 4.3k 133.71
Total Sa Adr (TTE) 0.1 $573k 9.2k 62.08
Royal Dutch Shell Plc- Adr (SHEL) 0.1 $570k 10k 56.95
Spdr Nuveen Bloomberg High Yield Municipal Bond Etf Etf (HYMB) 0.1 $561k 12k 48.97
Philip Morris Intl Stock (PM) 0.1 $558k 5.5k 101.21
Citizens Finl Group Stock (CFG) 0.1 $550k 14k 39.37
Huntington Ingalls Inds Stock (HII) 0.1 $538k 2.3k 230.69
Bristol-myers Squibb Stock (BMY) 0.1 $536k 7.4k 71.95
Analog Devices Stock (ADI) 0.1 $535k 3.3k 164.03
Kimball Electronics Stock (KE) 0.1 $524k 23k 22.59
Crane Hldgs Stock (CXT) 0.1 $505k 5.0k 100.46
Morgan Stanley Stock (MS) 0.1 $497k 5.8k 85.01
Disney Walt Stock (DIS) 0.1 $486k 5.6k 86.89
Air Prods & Chems Stock (APD) 0.1 $486k 1.6k 308.30
Clorox Co Del Stock (CLX) 0.1 $484k 3.5k 140.34
Ishares Tr Russell Midcap Index Etf (IWR) 0.1 $479k 7.1k 67.45
Unilever Adr (UL) 0.1 $473k 9.4k 50.35
Dover Corp Stock (DOV) 0.1 $472k 3.5k 135.41
Tjx Cos Stock (TJX) 0.1 $464k 5.8k 79.60
Costco Wholesale Corp Stock (COST) 0.1 $458k 1.0k 456.41
Ishares Msci Eafe Small-cap Etf Etf (SCZ) 0.1 $457k 8.1k 56.48
Huntington Bancshares Stock (HBAN) 0.1 $450k 32k 14.10
Omnicom Group Stock (OMC) 0.1 $449k 5.5k 81.57
Astrazeneca Plc- Spons Adr (AZN) 0.1 $449k 6.6k 67.80
Chubb Stock (CB) 0.1 $443k 2.0k 220.57
Spdr Ssga Us Large Cap Low Volatility Index Etf Etf (LGLV) 0.1 $441k 3.2k 135.63
Danaher Corp Stock (DHR) 0.1 $436k 1.6k 265.45
Adobe Sys Stock (ADBE) 0.1 $424k 1.3k 336.40
Asml Holding N V N Y Registry Adr (ASML) 0.1 $419k 767.00 546.73
Allstate Corp Stock (ALL) 0.1 $419k 3.1k 135.61
Deere & Co Stock (DE) 0.1 $413k 962.00 428.80
Cigna Corp Stock (CI) 0.1 $410k 1.2k 331.34
Taiwan Semiconductor Manufacturing Adr (TSM) 0.1 $405k 5.4k 74.49
Skyworks Solutions Stock (SWKS) 0.1 $403k 4.4k 91.14
Eastman Chemical Stock (EMN) 0.1 $401k 4.9k 81.44
Mondelez Intl Inc Cl A Stock (MDLZ) 0.1 $400k 6.0k 66.65
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB) 0.1 $395k 17k 23.77
Eaton Corp Stock (ETN) 0.1 $390k 2.5k 156.96
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.1 $388k 4.8k 81.52
Lowes Cos Stock (LOW) 0.1 $387k 1.9k 199.29
Principal Financial Group Stock (PFG) 0.1 $387k 4.6k 83.93
Royal Bank Of Canada Stock (RY) 0.1 $383k 4.1k 94.02
Blackrock Stock (BLK) 0.1 $380k 536.00 709.04
Cvs Health Corp Stock (CVS) 0.1 $375k 4.0k 93.19
Vertex Pharmaceuticals In Stock (VRTX) 0.1 $374k 1.3k 288.78
Monster Beverage Corp Stock (MNST) 0.1 $372k 3.7k 101.54
Northrop Grumman Corp Stock (NOC) 0.1 $372k 681.00 545.69
C H Robinson Worldwide Stock (CHRW) 0.1 $367k 4.0k 91.56
Takeda Pharmaceutical Adr (TAK) 0.1 $367k 24k 15.60
Applied Matls Stock (AMAT) 0.1 $366k 3.8k 97.38
Autodesk Stock (ADSK) 0.1 $365k 2.0k 186.90
Synopsys Stock (SNPS) 0.1 $361k 1.1k 319.29
Qualcomm Stock (QCOM) 0.1 $358k 3.3k 109.94
Toyota Motor Corp Ads Adr (TM) 0.1 $352k 2.6k 136.60
Ingredion Stock (INGR) 0.1 $352k 3.6k 97.93
General Electric Stock (GE) 0.1 $349k 4.2k 83.80
Linde Stock 0.1 $349k 1.1k 326.18
Goldman Sachs Group Stock (GS) 0.1 $344k 1.0k 343.23
Southern Stock (SO) 0.1 $336k 4.7k 71.41
Kroger Stock (KR) 0.1 $336k 7.5k 44.58
Prologis Share Beneficial Int Reit (PLD) 0.1 $336k 3.0k 112.72
Invesco S&p International Developed Low Volatility Etf Etf (IDLV) 0.1 $335k 13k 26.78
Elevance Health Stock (ELV) 0.1 $334k 652.00 512.81
O Reilly Automotive Stock (ORLY) 0.1 $333k 394.00 844.46
Charles Schwab Corp Stock (SCHW) 0.1 $333k 4.0k 83.26
Centerpoint Energy Stock (CNP) 0.1 $331k 11k 29.99
V F Corp Stock (VFC) 0.1 $329k 12k 27.61
Amerisourcebergen Corp Stock (COR) 0.1 $323k 1.9k 165.72
M & T Bk Corp Stock (MTB) 0.1 $319k 2.2k 145.06
S&p Global Stock (SPGI) 0.1 $318k 948.00 335.02
Vanguard Growth Etf Etf (VUG) 0.1 $314k 1.5k 213.11
Aon Corp Stock (AON) 0.1 $308k 1.0k 300.19
Whirlpool Corp Stock (WHR) 0.1 $306k 2.2k 141.46
Helmerich & Payne Stock (HP) 0.1 $304k 6.1k 49.57
Xcel Energy Stock (XEL) 0.1 $303k 4.3k 70.11
Caterpillar Stock (CAT) 0.1 $302k 1.3k 239.49
Salesforce Stock (CRM) 0.1 $302k 2.3k 132.59
Regeneron Pharmaceuticals Stock (REGN) 0.1 $298k 413.00 721.49
Wells Fargo Stock (WFC) 0.1 $297k 7.2k 41.29
Yum! Brands Stock (YUM) 0.1 $294k 2.3k 128.08
Diageo Adr (DEO) 0.1 $292k 1.6k 178.21
Altria Group Stock (MO) 0.1 $291k 6.4k 45.71
T-mobile Us Stock (TMUS) 0.1 $286k 2.0k 140.00
Cincinnati Finl Corp Stock (CINF) 0.1 $286k 2.8k 102.39
Eog Resources Stock (EOG) 0.1 $283k 2.2k 129.54
Wisdomtree Emerging Markets Ex-china Fund Etf (XC) 0.1 $279k 11k 24.75
First Finl Bancorp Oh Stock (FFBC) 0.1 $278k 12k 24.23
Marsh & Mclennan Cos Stock (MMC) 0.1 $278k 1.7k 165.49
Activision Stock 0.1 $272k 3.6k 76.55
Lincoln Elec Hldgs Stock (LECO) 0.1 $270k 1.9k 144.49
Cabot Oil & Gas Cp Stock (CTRA) 0.1 $269k 11k 24.57
Comerica Stock (CMA) 0.1 $265k 4.0k 66.85
Vanguard Dividend Appreciation Etf Etf (VIG) 0.1 $263k 1.7k 151.85
American Express Stock (AXP) 0.1 $262k 1.8k 147.72
Henry Jack & Assoc Stock (JKHY) 0.1 $259k 1.5k 175.60
Electronics Arts Stock (EA) 0.1 $258k 2.1k 122.19
Intuitive Surgical Stock (ISRG) 0.1 $258k 971.00 265.35
General Mls Stock (GIS) 0.1 $258k 3.1k 83.86
Canadian Pac Ry Stock 0.1 $256k 3.4k 74.59
Sony Group Corporation Adr (SONY) 0.1 $253k 3.3k 76.28
Deutsche Bank A G Namen Akt Stock (DB) 0.1 $248k 22k 11.52
Kla-tencor Corp Stock (KLAC) 0.1 $248k 657.00 377.02
Alibaba Group Hldg Adr (BABA) 0.1 $248k 2.8k 88.09
Chicago Mercantile Hldgs Stock (CME) 0.1 $247k 1.5k 168.17
Allison Transmission Hldgs Stock (ALSN) 0.1 $245k 5.9k 41.60
Robert Half Intl Stock (RHI) 0.1 $243k 3.3k 73.84
Hsbc Holdings Plc Spons Adr (HSBC) 0.1 $240k 7.7k 31.16
Norfolk Southern Crp Stock (NSC) 0.1 $239k 970.00 246.42
Enbridge Stock (ENB) 0.1 $239k 6.1k 39.10
Cadence Design System Stock (CDNS) 0.1 $239k 1.5k 160.64
Dollar Gen Corp Stock (DG) 0.1 $238k 968.00 246.24
Microchip Technology Stock (MCHP) 0.1 $236k 3.4k 70.24
Corteva Stock (CTVA) 0.1 $235k 4.0k 58.78
Ishares Msci Eafe Etf Etf (EFA) 0.1 $235k 3.6k 65.64
Entergy Corp Stock (ETR) 0.1 $233k 2.1k 112.48
Intuit Stock (INTU) 0.0 $224k 576.00 389.22
Simon Property Group Reit (SPG) 0.0 $221k 1.9k 117.50
Metlife Stock (MET) 0.0 $220k 3.0k 72.36
Bce Stock (BCE) 0.0 $219k 5.0k 43.95
Waste Management Stock (WM) 0.0 $217k 1.4k 156.88
Bhp Group Adr (BHP) 0.0 $217k 3.5k 62.05
3M Stock (MMM) 0.0 $214k 1.8k 119.92
Target Corp Stock (TGT) 0.0 $213k 1.4k 149.00
Toronto Dominion Bank Stock (TD) 0.0 $213k 3.3k 64.76
Dupont De Nemours Stock (DD) 0.0 $212k 3.1k 68.62
Ishares Msci Emerging Markets Small Cap Etf Etf (EEMS) 0.0 $211k 4.4k 48.28
American Tower Corp Reit (AMT) 0.0 $209k 987.00 211.92
Verisign Stock (VRSN) 0.0 $206k 1.0k 205.44
Ishares Dj Us Technology Etf (IYW) 0.0 $204k 2.7k 74.49
Canadian Natl Ry Stock (CNI) 0.0 $204k 1.7k 118.87
Illinois Tool Wks Stock (ITW) 0.0 $203k 920.00 220.30
Vale S A Adr (VALE) 0.0 $192k 11k 16.97
Goodyear Tire & Rubr Stock (GT) 0.0 $156k 15k 10.15
Ford Motor Company Stock (F) 0.0 $151k 13k 11.63
Ing Groep Nv Adr (ING) 0.0 $135k 11k 12.17
Mitsubishi Ufj Finl Group Inc Sponsored Adr (MUFG) 0.0 $115k 17k 6.67
Itau Unibanco Hldg S A Spon Adr Rep P Adr (ITUB) 0.0 $101k 22k 4.71
Warner Bros Discovery Inc Com Ser A Stock (WBD) 0.0 $99k 10k 9.48
Sirius Xm Radio Stock (SIRI) 0.0 $83k 14k 5.84
Peloton Interactive Inc Cl A Stock (PTON) 0.0 $82k 10k 7.94
Lloyds Tsb Group Adr (LYG) 0.0 $77k 35k 2.20