Legacy Financial Advisors
Latest statistics and disclosures from Legacy Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DGRW, ITOT, DWM, XC, DNL, and represent 25.77% of Legacy Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$11M), WTV, SPHQ, RWJ, IDHQ, DFIV, GQI, DISV, JMUB, XMHQ.
- Started 38 new stock positions in DFIV, PLTR, FAT, HLT, AFL, CBRL, NULG, FMC, SWK, XEL.
- Reduced shares in these 10 stocks: USMV, QGRW, IVV, DGRW, IJH, ESGU, IJR, DWM, EFAV, SCZ.
- Sold out of its positions in ABNB, CNI, DAL, DEO, DOW, GILD, HIG, ITW, ILMN, EEMS.
- Legacy Financial Advisors was a net buyer of stock by $4.0M.
- Legacy Financial Advisors has $562M in assets under management (AUM), dropping by 0.60%.
- Central Index Key (CIK): 0001730810
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Portfolio Holdings for Legacy Financial Advisors
Legacy Financial Advisors holds 334 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW) | 10.8 | $61M | -3% | 775k | 78.05 |
|
| Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) | 4.7 | $26M | 220k | 118.78 |
|
|
| Wisdomtree International Equity Fund Etf (DWM) | 3.6 | $20M | -5% | 377k | 53.72 |
|
| Wisdomtree Emerging Markets Ex-china Fund Etf (XC) | 3.4 | $19M | 592k | 32.10 |
|
|
| Wisdomtree Global Ex-us Quality Dividend Growth Fund Etf (DNL) | 3.4 | $19M | -3% | 482k | 39.08 |
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| Wisdomtree U.s. Quality Growth Fund Etf (QGRW) | 3.1 | $17M | -16% | 386k | 44.83 |
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| Natixis Gateway Quality Income Etf Etf (GQI) | 2.9 | $16M | +5% | 298k | 53.77 |
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| Apple Stock (AAPL) | 2.8 | $16M | +2% | 76k | 210.62 |
|
| Wisdomtree Us Value Fund Of Benef Interest Etf (WTV) | 2.7 | $15M | +11% | 211k | 72.99 |
|
| Microsoft Stock (MSFT) | 2.7 | $15M | +2% | 34k | 446.95 |
|
| Jpmorgan Municipal Etf Etf (JMUB) | 2.4 | $14M | +6% | 272k | 50.37 |
|
| Nvidia Corp Stock (NVDA) | 2.2 | $13M | +943% | 102k | 123.54 |
|
| Procter And Gamble Stock (PG) | 2.2 | $12M | 75k | 164.92 |
|
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| Ishares Core Dividend Growth Etf Etf (DGRO) | 2.1 | $12M | -2% | 200k | 57.61 |
|
| Ishares Tr Msci Usa Minimum Volatility Index Etf (USMV) | 1.5 | $8.4M | -30% | 100k | 83.96 |
|
| Jpmorgan Chase & Co Stock (JPM) | 1.4 | $7.6M | -5% | 38k | 202.26 |
|
| Amazon.com Stock (AMZN) | 1.2 | $7.0M | +5% | 36k | 193.25 |
|
| Ishares Core Msci Eafe Etf Etf (IEFA) | 1.0 | $5.4M | 74k | 72.64 |
|
|
| Meta Platforms Inc Cl A Stock (META) | 1.0 | $5.3M | +3% | 11k | 504.20 |
|
| Vanguard Russell 1000 Growth Etf Etf (VONG) | 0.9 | $5.0M | -4% | 53k | 93.81 |
|
| Google Stock (GOOGL) | 0.9 | $4.9M | +3% | 27k | 182.15 |
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| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.8 | $4.7M | +2% | 25k | 183.42 |
|
| Vanguard Total Stk Mkt Etf (VTI) | 0.7 | $4.1M | +7% | 16k | 267.51 |
|
| Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) | 0.7 | $3.7M | -2% | 63k | 59.20 |
|
| Ishares S&p 500 Index Etf (IVV) | 0.6 | $3.4M | -49% | 6.2k | 547.27 |
|
| Visa Stock (V) | 0.6 | $3.3M | +4% | 13k | 262.47 |
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| Truist Finl Corp Stock (TFC) | 0.6 | $3.3M | -4% | 85k | 38.85 |
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| Exxon Mobil Corp Stock (XOM) | 0.6 | $3.3M | +8% | 29k | 115.12 |
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| Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI) | 0.6 | $3.1M | -3% | 60k | 52.06 |
|
| Fifth Third Bancorp Stock (FITB) | 0.5 | $3.1M | -7% | 84k | 36.49 |
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| Tesla Motors Stock (TSLA) | 0.5 | $3.0M | +34% | 15k | 197.88 |
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| Spdr Nuveen Bloomberg High Yield Municipal Bond Etf Etf (HYMB) | 0.5 | $3.0M | 118k | 25.44 |
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| Netflix Stock (NFLX) | 0.5 | $2.8M | +5% | 4.2k | 674.88 |
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| Unitedhealth Group Stock (UNH) | 0.5 | $2.7M | 5.3k | 509.21 |
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| Oracle Corporation Stock (ORCL) | 0.5 | $2.7M | +2% | 19k | 141.20 |
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| Eli Lilly & Co Stock (LLY) | 0.5 | $2.7M | 2.9k | 905.32 |
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| Home Depot Stock (HD) | 0.5 | $2.6M | -3% | 7.5k | 344.24 |
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| Merck & Co Stock (MRK) | 0.4 | $2.5M | -10% | 20k | 123.80 |
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| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.4 | $2.5M | +4% | 6.0k | 406.81 |
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| Avago Technologies Stock (AVGO) | 0.4 | $2.4M | +2% | 1.5k | 1605.99 |
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| Pnc Finl Svcs Group Stock (PNC) | 0.4 | $2.4M | 15k | 155.48 |
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| Fidelity Total Bond Etf Etf (FBND) | 0.4 | $2.4M | 53k | 44.93 |
|
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| Johnson & Johnson Stock (JNJ) | 0.4 | $2.3M | -9% | 16k | 146.16 |
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| Coca Cola Stock (KO) | 0.4 | $2.3M | 36k | 63.65 |
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| Vanguard Ftse Developed Markets Etf Etf (VEA) | 0.4 | $2.2M | 44k | 49.42 |
|
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| Chevron Corp Stock (CVX) | 0.4 | $2.1M | 13k | 156.43 |
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| Novo-nordisk A/s Adr Adr Cmn Adr (NVO) | 0.3 | $1.9M | +6% | 14k | 142.74 |
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| Vanguard Tax-exempt Bond Etf Etf (VTEB) | 0.3 | $1.8M | 36k | 50.11 |
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| Amgen Stock (AMGN) | 0.3 | $1.8M | 5.6k | 312.47 |
|
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| Texas Instrs Stock (TXN) | 0.3 | $1.7M | 9.0k | 194.53 |
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| Mastercard Stock (MA) | 0.3 | $1.7M | 3.9k | 441.16 |
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| Boeing Stock (BA) | 0.3 | $1.7M | +12% | 9.4k | 182.00 |
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| Snap On Stock (SNA) | 0.3 | $1.7M | 6.5k | 261.41 |
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| General Dynamics Corp Stock (GD) | 0.3 | $1.7M | +2% | 5.8k | 290.13 |
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| Comcast Corp New Cl A Stock (CMCSA) | 0.3 | $1.7M | -4% | 43k | 39.16 |
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| Walmart Stock (WMT) | 0.3 | $1.7M | +3% | 25k | 67.71 |
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| Union Pac Corp Stock (UNP) | 0.3 | $1.6M | -3% | 7.0k | 226.26 |
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| Cisco Sys Stock (CSCO) | 0.3 | $1.5M | -10% | 33k | 47.51 |
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| Verizon Communications Stock (VZ) | 0.3 | $1.5M | +2% | 37k | 41.24 |
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| Taiwan Semiconductor Manufacturing Adr (TSM) | 0.3 | $1.5M | 8.8k | 173.80 |
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| Cintas Corp Stock (CTAS) | 0.3 | $1.5M | 2.2k | 700.38 |
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| Abbvie Stock (ABBV) | 0.3 | $1.5M | 8.7k | 171.52 |
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| Pepsico Stock (PEP) | 0.3 | $1.5M | 9.1k | 164.93 |
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| Costco Wholesale Corp Stock (COST) | 0.3 | $1.5M | 1.7k | 849.80 |
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| Salesforce Stock (CRM) | 0.3 | $1.5M | 5.7k | 257.10 |
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| Bank America Corp Stock (BAC) | 0.3 | $1.5M | -12% | 37k | 39.77 |
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| Pfizer Stock (PFE) | 0.3 | $1.4M | +10% | 52k | 27.98 |
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| Qualcomm Stock (QCOM) | 0.2 | $1.4M | +21% | 6.8k | 199.18 |
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| Us Bancorp Del Stock (USB) | 0.2 | $1.3M | -3% | 32k | 39.70 |
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| Invesco S&p 500 Quality Etf Etf (SPHQ) | 0.2 | $1.3M | NEW | 20k | 63.54 |
|
| Lockheed Martin Corp Stock (LMT) | 0.2 | $1.3M | 2.7k | 467.15 |
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| Disney Walt Stock (DIS) | 0.2 | $1.2M | 13k | 99.29 |
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| Entergy Corp Stock (ETR) | 0.2 | $1.2M | 12k | 107.00 |
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| United Parcel Service Stock (UPS) | 0.2 | $1.2M | +36% | 8.6k | 136.86 |
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| Applied Matls Stock (AMAT) | 0.2 | $1.2M | +19% | 5.0k | 236.00 |
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| Thermo Fisher Scientific Stock (TMO) | 0.2 | $1.2M | +7% | 2.1k | 553.02 |
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| Public Svc Enterprise Grp Stock (PEG) | 0.2 | $1.2M | 16k | 73.70 |
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| Novartis Adr (NVS) | 0.2 | $1.1M | -6% | 11k | 106.46 |
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| Vertex Pharmaceuticals In Stock (VRTX) | 0.2 | $1.1M | +5% | 2.4k | 468.72 |
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| Accenture Ltd Bermuda Cl A Stock (ACN) | 0.2 | $1.1M | -3% | 3.7k | 303.38 |
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| Intl Business Machines Stock (IBM) | 0.2 | $1.1M | +2% | 6.4k | 172.96 |
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| Ge Aerospace Stock (GE) | 0.2 | $1.1M | +4% | 6.9k | 158.98 |
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| Adobe Sys Stock (ADBE) | 0.2 | $1.1M | +19% | 2.0k | 555.54 |
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| Mcdonalds Corp Stock (MCD) | 0.2 | $1.1M | -9% | 4.2k | 254.87 |
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| Motorola Solutions Stock (MSI) | 0.2 | $1.1M | 2.8k | 386.08 |
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| Griid Infrastructure Stock (GRDI) | 0.2 | $1.0M | 982k | 1.06 |
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| Medtronic Stock (MDT) | 0.2 | $1.0M | 13k | 78.71 |
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| Asml Holding N V N Y Registry Adr (ASML) | 0.2 | $1.0M | 1.0k | 1022.32 |
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| Royal Dutch Shell Plc- Adr (SHEL) | 0.2 | $1.0M | +2% | 14k | 72.18 |
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| Invesco S&p Smallcap 600 Revenue Etf Etf (RWJ) | 0.2 | $1.0M | NEW | 25k | 40.07 |
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| Hillman Solutions Corp Stock (HLMN) | 0.2 | $996k | 113k | 8.85 |
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| Total Sa Adr (TTE) | 0.2 | $963k | +4% | 14k | 66.68 |
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| Phillips 66 Stock (PSX) | 0.2 | $963k | 6.8k | 141.17 |
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| Advanced Micro Devices Stock (AMD) | 0.2 | $958k | +3% | 5.9k | 162.21 |
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| Intel Corp Stock (INTC) | 0.2 | $954k | +13% | 31k | 30.97 |
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| Progressive Corp Stock (PGR) | 0.2 | $949k | 4.6k | 207.71 |
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| Devon Energy Corp Stock (DVN) | 0.2 | $947k | 20k | 47.40 |
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| Invesco S&p International Developed High Quality Etf Etf (IDHQ) | 0.2 | $946k | NEW | 31k | 30.42 |
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| 3M Stock (MMM) | 0.2 | $924k | 9.0k | 102.19 |
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| Regeneron Pharmaceuticals Stock (REGN) | 0.2 | $923k | +8% | 878.00 | 1051.03 |
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| Dimensional International Value Etf Etf (DFIV) | 0.2 | $923k | NEW | 26k | 35.94 |
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| Toyota Motor Corp Ads Adr (TM) | 0.2 | $919k | -8% | 4.5k | 204.96 |
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| Cullen Frost Bankers Stock (CFR) | 0.2 | $912k | -3% | 9.0k | 101.63 |
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| Unilever Adr (UL) | 0.2 | $907k | +5% | 17k | 54.99 |
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| Wells Fargo Stock (WFC) | 0.2 | $904k | +7% | 15k | 59.39 |
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| Autodesk Stock (ADSK) | 0.2 | $891k | +5% | 3.6k | 247.42 |
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| Intuitive Surgical Stock (ISRG) | 0.2 | $879k | +5% | 2.0k | 444.85 |
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| T Rowe Price Group Stock (TROW) | 0.2 | $878k | 7.6k | 115.31 |
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| Dimensional International Small Cap Value Etf Etf (DISV) | 0.2 | $874k | NEW | 33k | 26.91 |
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| Tjx Cos Stock (TJX) | 0.2 | $864k | +4% | 7.8k | 110.10 |
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| Vanguard Mega Cap Growth Etf Etf (MGK) | 0.2 | $859k | 2.7k | 314.21 |
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| Hess Corp Stock (HES) | 0.2 | $848k | 5.7k | 147.51 |
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| Automatic Data Processing Stock (ADP) | 0.1 | $829k | 3.5k | 238.69 |
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| Starbucks Corp Stock (SBUX) | 0.1 | $817k | +32% | 11k | 77.85 |
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| Invesco S&p Midcap Quality Etf Etf (XMHQ) | 0.1 | $816k | NEW | 8.4k | 97.03 |
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| Analog Devices Stock (ADI) | 0.1 | $795k | 3.5k | 228.26 |
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| Invesco International Dividend Achievers Etf Etf (PID) | 0.1 | $784k | -3% | 44k | 17.92 |
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| Linde Stock (LIN) | 0.1 | $781k | +3% | 1.8k | 438.86 |
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| Conocophillips Stock (COP) | 0.1 | $777k | 6.8k | 114.37 |
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| Eaton Corp Stock (ETN) | 0.1 | $775k | +3% | 2.5k | 313.58 |
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| Ishares Core S&p Mid Cap Etf Etf (IJH) | 0.1 | $766k | -73% | 13k | 58.52 |
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| Rtx Corporation Stock (RTX) | 0.1 | $753k | +8% | 7.5k | 100.39 |
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| Hershey Stock (HSY) | 0.1 | $737k | 4.0k | 183.84 |
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| Skyworks Solutions Stock (SWKS) | 0.1 | $729k | 6.8k | 106.59 |
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| Astrazeneca Plc- Spons Adr (AZN) | 0.1 | $727k | +6% | 9.3k | 77.99 |
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| Intuit Stock (INTU) | 0.1 | $727k | +2% | 1.1k | 657.21 |
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| Spdr S&p 500 Etf Trust Etf (SPY) | 0.1 | $721k | -49% | 1.3k | 544.08 |
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| Philip Morris Intl Stock (PM) | 0.1 | $719k | +5% | 7.1k | 101.33 |
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| Abbott Labs Stock (ABT) | 0.1 | $719k | +3% | 6.9k | 103.91 |
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| Marathon Pete Corp Stock (MPC) | 0.1 | $718k | 4.1k | 173.48 |
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| Nextera Energy Stock (NEE) | 0.1 | $716k | +3% | 10k | 70.81 |
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| Hsbc Holdings Plc Spons Adr (HSBC) | 0.1 | $713k | +5% | 16k | 43.50 |
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| Msc Indl Direct Inc Cl A Stock (MSM) | 0.1 | $708k | -16% | 8.9k | 79.31 |
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| Eastman Chemical Stock (EMN) | 0.1 | $704k | 7.2k | 97.97 |
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| Elevance Health Stock (ELV) | 0.1 | $702k | -15% | 1.3k | 541.78 |
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| Kimball Electronics Stock (KE) | 0.1 | $692k | 32k | 21.98 |
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| Henry Jack & Assoc Stock (JKHY) | 0.1 | $686k | 4.1k | 166.01 |
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| BP Adr (BP) | 0.1 | $684k | 19k | 36.10 |
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| Dover Corp Stock (DOV) | 0.1 | $684k | 3.8k | 180.45 |
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| Huntington Ingalls Inds Stock (HII) | 0.1 | $683k | 2.8k | 246.29 |
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| Morgan Stanley Stock (MS) | 0.1 | $680k | +18% | 7.0k | 97.19 |
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| Shopify Inc Cl A Stock (SHOP) | 0.1 | $680k | +14% | 10k | 66.05 |
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| Realty Income Corp Reit (O) | 0.1 | $678k | 13k | 52.82 |
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| Honeywell Intl Stock (HON) | 0.1 | $664k | +3% | 3.1k | 213.53 |
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| Caterpillar Stock (CAT) | 0.1 | $661k | 2.0k | 333.16 |
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| Robert Half Stock (RHI) | 0.1 | $653k | +6% | 10k | 63.98 |
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| Lowes Cos Stock (LOW) | 0.1 | $652k | +2% | 3.0k | 220.45 |
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| Service Now Stock (NOW) | 0.1 | $648k | +5% | 824.00 | 786.67 |
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| Danaher Corp Stock (DHR) | 0.1 | $646k | +5% | 2.6k | 249.89 |
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| Quest Diagnostics Stock (DGX) | 0.1 | $643k | 4.7k | 136.88 |
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| Monster Beverage Corp Stock (MNST) | 0.1 | $641k | -3% | 13k | 49.95 |
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| At&t Stock (T) | 0.1 | $641k | +3% | 34k | 19.11 |
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| American Finl Group Inc O Stock (AFG) | 0.1 | $636k | 5.2k | 123.02 |
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| Chubb Stock (CB) | 0.1 | $634k | 2.5k | 255.05 |
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| Allstate Corp Stock (ALL) | 0.1 | $622k | +2% | 3.9k | 159.67 |
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| Paychex Stock (PAYX) | 0.1 | $617k | 5.2k | 118.57 |
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| American Express Stock (AXP) | 0.1 | $615k | +7% | 2.7k | 231.54 |
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| Black Hills Corp Stock (BKH) | 0.1 | $612k | 11k | 54.38 |
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| Ishares Core S&p U.s. Growth Etf Etf (IUSG) | 0.1 | $612k | 4.8k | 127.48 |
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| Clorox Co Del Stock (CLX) | 0.1 | $609k | 4.5k | 136.47 |
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| Rio Tinto Adr (RIO) | 0.1 | $605k | +143% | 9.2k | 65.93 |
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| Goldman Sachs Group Stock (GS) | 0.1 | $602k | 1.3k | 452.24 |
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| C H Robinson Worldwide Stock (CHRW) | 0.1 | $595k | +45% | 6.8k | 88.12 |
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| Hormel Foods Corp Stock (HRL) | 0.1 | $593k | +19% | 19k | 30.49 |
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| Synopsys Stock (SNPS) | 0.1 | $588k | 988.00 | 595.06 |
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| Cencora Stock (COR) | 0.1 | $584k | 2.6k | 225.32 |
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| Duke Energy Corp Stock (DUK) | 0.1 | $582k | +4% | 5.8k | 100.23 |
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| Whirlpool Corp Stock (WHR) | 0.1 | $562k | +94% | 5.5k | 102.19 |
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| Allison Transmission Hldgs Stock (ALSN) | 0.1 | $543k | 7.1k | 75.90 |
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| Cvs Health Corp Stock (CVS) | 0.1 | $539k | +201% | 9.1k | 59.06 |
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| Ford Motor Company Stock (F) | 0.1 | $533k | -3% | 43k | 12.54 |
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| S&p Global Stock (SPGI) | 0.1 | $532k | +5% | 1.2k | 446.12 |
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| Commscope Hldg Stock (COMM) | 0.1 | $521k | 424k | 1.23 |
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| O Reilly Automotive Stock (ORLY) | 0.1 | $512k | 485.00 | 1056.49 |
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| Lam Research Corp Stock (LRCX) | 0.1 | $498k | 467.00 | 1065.73 |
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| Kla-tencor Corp Stock (KLAC) | 0.1 | $493k | 598.00 | 824.90 |
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| Air Prods & Chems Stock (APD) | 0.1 | $491k | +8% | 1.9k | 258.12 |
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| Bhp Group Adr (BHP) | 0.1 | $484k | +17% | 8.5k | 57.09 |
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| Blackrock Stock (BLK) | 0.1 | $481k | -5% | 611.00 | 786.82 |
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| Sony Group Corp Adr (SONY) | 0.1 | $479k | 5.6k | 84.96 |
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| Kohls Corp Stock (KSS) | 0.1 | $477k | 21k | 22.99 |
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| Ishares Russell 3000 Etf Etf (IWV) | 0.1 | $473k | 1.5k | 308.67 |
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| The Cigna Group Stock (CI) | 0.1 | $472k | +16% | 1.4k | 330.57 |
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| Marsh & Mclennan Cos Stock (MMC) | 0.1 | $468k | +2% | 2.2k | 210.74 |
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| Deere & Co Stock (DE) | 0.1 | $463k | -12% | 1.2k | 373.62 |
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| Yum! Brands Stock (YUM) | 0.1 | $458k | +2% | 3.5k | 132.45 |
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| American Airls Group Stock (AAL) | 0.1 | $455k | 40k | 11.33 |
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| Ingredion Stock (INGR) | 0.1 | $452k | 3.9k | 114.70 |
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| Firstenergy Corp Stock (FE) | 0.1 | $447k | -31% | 12k | 38.27 |
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| Paypal Hldgs Stock (PYPL) | 0.1 | $444k | +4% | 7.6k | 58.03 |
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| Cadence Design System Stock (CDNS) | 0.1 | $440k | 1.4k | 307.75 |
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| Nuveen Esg Large-cap Value Etf Etf (NULV) | 0.1 | $438k | NEW | 12k | 37.79 |
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| Principal Financial Group Stock (PFG) | 0.1 | $437k | +2% | 5.6k | 78.45 |
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| Prologis Share Beneficial Int Reit (PLD) | 0.1 | $435k | -8% | 3.9k | 112.31 |
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| Booking Holdings Stock (BKNG) | 0.1 | $432k | 109.00 | 3961.50 |
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| Huntington Bancshares Stock (HBAN) | 0.1 | $427k | 32k | 13.18 |
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| Lincoln Elec Hldgs Stock (LECO) | 0.1 | $425k | 2.3k | 188.66 |
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| Brookfield Corp Cl A Ltd Vt Sh Stock (BN) | 0.1 | $424k | +23% | 10k | 41.54 |
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| Parker-hannifin Corp Stock (PH) | 0.1 | $423k | 836.00 | 505.97 |
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| Palantir Technologies Inc Cl A Stock (PLTR) | 0.1 | $421k | NEW | 17k | 25.33 |
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| Centerpoint Energy Stock (CNP) | 0.1 | $419k | 14k | 30.98 |
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| Fedex Corp Stock (FDX) | 0.1 | $414k | +5% | 1.4k | 299.82 |
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| Ishares Dj Us Technology Etf (IYW) | 0.1 | $412k | 2.7k | 150.50 |
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| Vanguard Esg U.s. Stock Etf Etf (ESGV) | 0.1 | $406k | -8% | 4.2k | 96.62 |
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| Ing Groep Nv Adr (ING) | 0.1 | $405k | +3% | 24k | 17.14 |
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| Royal Bank Of Canada Stock (RY) | 0.1 | $405k | +15% | 3.8k | 106.37 |
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| Eog Resources Stock (EOG) | 0.1 | $403k | +10% | 3.2k | 125.86 |
|
| Ishares S&p Smallcap 600 Etf Etf (IJR) | 0.1 | $402k | -75% | 3.8k | 106.65 |
|
| Southern Stock (SO) | 0.1 | $400k | +2% | 5.2k | 77.57 |
|
| Expeditors Intl Wash Stock (EXPD) | 0.1 | $396k | +14% | 3.2k | 124.78 |
|
| Schwab Us Dividend Equity Etf Etf (SCHD) | 0.1 | $396k | -6% | 5.1k | 77.76 |
|
| Bristol-myers Squibb Stock (BMY) | 0.1 | $395k | +78% | 9.5k | 41.53 |
|
| Trane Technologies Stock (TT) | 0.1 | $392k | 1.2k | 328.92 |
|
|
| Marriott Intl Stock (MAR) | 0.1 | $391k | 1.6k | 241.77 |
|
|
| Ishares Inc Msci Eafe Minimum Volatility Index Etf (EFAV) | 0.1 | $390k | -70% | 5.6k | 69.35 |
|
| Walgreens Boots Alliance Stock (WBA) | 0.1 | $385k | NEW | 32k | 12.10 |
|
| T-mobile Us Stock (TMUS) | 0.1 | $383k | +3% | 2.2k | 176.18 |
|
| Ishares Tr Russell Midcap Index Etf (IWR) | 0.1 | $382k | 4.7k | 81.08 |
|
|
| M & T Bk Corp Stock (MTB) | 0.1 | $379k | 2.5k | 151.36 |
|
|
| Simon Property Group Reit (SPG) | 0.1 | $374k | +4% | 2.5k | 151.78 |
|
| Sap Aktiengesellschaft Adr (SAP) | 0.1 | $370k | +2% | 1.8k | 201.75 |
|
| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.1 | $365k | -15% | 5.6k | 65.44 |
|
| Waste Management Stock (WM) | 0.1 | $365k | 1.7k | 213.34 |
|
|
| Nike Inc Class B Stock (NKE) | 0.1 | $363k | +16% | 4.8k | 75.36 |
|
| Archer Daniels Midland Stock (ADM) | 0.1 | $362k | 6.0k | 60.45 |
|
|
| Chicago Mercantile Hldgs Stock (CME) | 0.1 | $360k | -9% | 1.8k | 196.60 |
|
| Omnicom Group Stock (OMC) | 0.1 | $358k | -39% | 4.0k | 89.71 |
|
| Microchip Technology Stock (MCHP) | 0.1 | $357k | +7% | 3.9k | 91.50 |
|
| Sherwin Williams Stock (SHW) | 0.1 | $356k | +3% | 1.2k | 298.34 |
|
| Chipotle Mexican Grill Stock (CMG) | 0.1 | $351k | +5037% | 5.6k | 62.65 |
|
| Dominion Resources Stock (D) | 0.1 | $350k | NEW | 7.1k | 49.00 |
|
| Moodys Corp Stock (MCO) | 0.1 | $349k | 829.00 | 421.03 |
|
|
| Royal Carribbean Cruises Stock (RCL) | 0.1 | $348k | +6% | 2.2k | 159.43 |
|
| Factset Resh Sys Stock (FDS) | 0.1 | $341k | +3% | 834.00 | 408.33 |
|
| Agnico Eagle Mines Stock (AEM) | 0.1 | $339k | +28% | 5.2k | 65.40 |
|
| Gogo Inc Com Usd0.0001 Stock (GOGO) | 0.1 | $338k | 35k | 9.62 |
|
|
| Coca Cola Enterprise Stock (CCEP) | 0.1 | $336k | +3% | 4.6k | 72.87 |
|
| Ge Vernova Stock (GEV) | 0.1 | $334k | NEW | 1.9k | 171.51 |
|
| Macys Stock (M) | 0.1 | $324k | 17k | 19.20 |
|
|
| Kroger Stock (KR) | 0.1 | $323k | 6.5k | 49.93 |
|
|
| GSK Adr (GSK) | 0.1 | $319k | +7% | 8.3k | 38.50 |
|
| Boston Scientific Corp Stock (BSX) | 0.1 | $316k | +6% | 4.1k | 77.01 |
|
| Ishares Esg Aware Msci Usa Etf Etf (ESGU) | 0.1 | $314k | -81% | 2.6k | 119.32 |
|
| Crocs Stock (CROX) | 0.1 | $313k | 2.1k | 145.94 |
|
|
| Micron Technology Stock (MU) | 0.1 | $310k | +5% | 2.4k | 131.53 |
|
| Coca Cola Femsa Sa Adr (KOF) | 0.1 | $308k | -3% | 3.6k | 85.85 |
|
| Mckesson Corp Stock (MCK) | 0.1 | $307k | +6% | 526.00 | 584.04 |
|
| Stanley Black & Decker Stock (SWK) | 0.1 | $306k | NEW | 3.8k | 79.89 |
|
| Fiserv Stock (FI) | 0.1 | $303k | -7% | 2.0k | 149.03 |
|
| Vanguard Mid Cap Etf (VO) | 0.1 | $303k | -13% | 1.3k | 242.10 |
|
| Belden Cdt Stock (BDC) | 0.1 | $303k | 3.2k | 93.80 |
|
|
| Vanguard Dividend Appreciation Etf Etf (VIG) | 0.1 | $302k | 1.7k | 182.55 |
|
|
| Fmc Corp Stock (FMC) | 0.1 | $299k | NEW | 5.2k | 57.55 |
|
| Uber Technologies Stock (UBER) | 0.1 | $296k | -2% | 4.1k | 72.67 |
|
| British American Tobacco Adr (BTI) | 0.1 | $296k | NEW | 9.6k | 30.93 |
|
| Crown Castle Intl Corp Reit (CCI) | 0.1 | $296k | NEW | 3.0k | 97.69 |
|
| Canadian Pacific Kansas City Stock (CP) | 0.1 | $295k | -2% | 3.7k | 78.74 |
|
| Sei Investments Stock (SEIC) | 0.1 | $294k | +8% | 4.5k | 64.69 |
|
| Takeda Pharmaceutical Adr (TAK) | 0.1 | $293k | -10% | 23k | 12.94 |
|
| Stryker Corp Stock (SYK) | 0.1 | $289k | 848.00 | 340.27 |
|
|
| Cabot Oil & Gas Cp Stock (CTRA) | 0.1 | $283k | +4% | 11k | 26.67 |
|
| Optical Cable Corp Stock (OCC) | 0.1 | $281k | +27% | 104k | 2.71 |
|
| Csx Corp Stock (CSX) | 0.0 | $281k | -6% | 8.4k | 33.45 |
|
| First Finl Bancorp Oh Stock (FFBC) | 0.0 | $280k | +2% | 13k | 22.22 |
|
| Vanguard Small Cap Etf Etf (VB) | 0.0 | $280k | -19% | 1.3k | 218.04 |
|
| Northrop Grumman Corp Stock (NOC) | 0.0 | $276k | -14% | 634.00 | 435.81 |
|
| Ishares International Dividend Growth Etf Etf (IGRO) | 0.0 | $276k | -4% | 4.1k | 67.40 |
|
| Charles Schwab Corp Stock (SCHW) | 0.0 | $275k | +10% | 3.7k | 73.69 |
|
| Ubs Ag New F Stock (UBS) | 0.0 | $273k | NEW | 9.3k | 29.54 |
|
| Capital One Financial Corp Stock (COF) | 0.0 | $272k | 2.0k | 138.46 |
|
|
| Docusign Stock (DOCU) | 0.0 | $271k | 5.1k | 53.50 |
|
|
| Xcel Energy Stock (XEL) | 0.0 | $270k | NEW | 5.1k | 53.41 |
|
| Health Care Reit Reit (WELL) | 0.0 | $270k | +11% | 2.6k | 104.25 |
|
| Aon Corp Stock (AON) | 0.0 | $268k | -3% | 914.00 | 293.63 |
|
| Norfolk Southern Crp Stock (NSC) | 0.0 | $268k | +4% | 1.2k | 214.69 |
|
| Sabre Corp Stock (SABR) | 0.0 | $267k | 100k | 2.67 |
|
|
| Enbridge Stock (ENB) | 0.0 | $266k | +2% | 7.5k | 35.59 |
|
| Dupont De Nemours Stock (DD) | 0.0 | $266k | +2% | 3.3k | 80.50 |
|
| General Mls Stock (GIS) | 0.0 | $263k | NEW | 4.2k | 63.26 |
|
| Intercontinental Exchange Stock (ICE) | 0.0 | $262k | -4% | 1.9k | 136.92 |
|
| Nuveen Esg High Yield Corporate Bond Etf Etf (NUHY) | 0.0 | $260k | NEW | 12k | 20.92 |
|
| Citigroup Stock (C) | 0.0 | $260k | +4% | 4.1k | 63.46 |
|
| Equinix Reit (EQIX) | 0.0 | $258k | +7% | 341.00 | 755.51 |
|
| Gerdau Sa Spon Adr Rep P Adr (GGB) | 0.0 | $257k | NEW | 78k | 3.30 |
|
| Transdigm Group Inc Com Delaware Stock (TDG) | 0.0 | $254k | NEW | 199.00 | 1277.61 |
|
| Comerica Stock (CMA) | 0.0 | $254k | +3% | 5.0k | 51.04 |
|
| Nuveen Esg Large-cap Growth Etf Etf (NULG) | 0.0 | $252k | NEW | 3.1k | 81.16 |
|
| Arista Networks Stock (ANET) | 0.0 | $252k | -4% | 720.00 | 350.48 |
|
| Palo Alto Networks Stock (PANW) | 0.0 | $247k | 728.00 | 339.01 |
|
|
| Altria Group Stock (MO) | 0.0 | $246k | 5.4k | 45.55 |
|
|
| Spdr Gold Etf Etf (GLD) | 0.0 | $246k | NEW | 1.1k | 215.01 |
|
| Ecolab Stock (ECL) | 0.0 | $244k | +2% | 1.0k | 238.07 |
|
| Freeport Mcmoran Copper Stock (FCX) | 0.0 | $243k | NEW | 5.0k | 48.60 |
|
| Target Corp Stock (TGT) | 0.0 | $242k | +17% | 1.6k | 148.00 |
|
| Relx Adr (RELX) | 0.0 | $241k | -4% | 5.2k | 45.88 |
|
| Columbia International Equity Income Etf Etf (INEQ) | 0.0 | $239k | NEW | 7.9k | 30.38 |
|
| Zoom Video Communications Inc Cl A Stock (ZM) | 0.0 | $237k | 4.0k | 59.19 |
|
|
| Gallagher Arthur J &co Stock (AJG) | 0.0 | $236k | +11% | 910.00 | 259.31 |
|
| Alibaba Group Hldg Adr (BABA) | 0.0 | $235k | +9% | 3.3k | 71.99 |
|
| Emerson Elec Stock (EMR) | 0.0 | $233k | 2.1k | 110.16 |
|
|
| Bce Stock (BCE) | 0.0 | $232k | NEW | 7.2k | 32.37 |
|
| Block Inc Cl A Stock (SQ) | 0.0 | $229k | +6% | 3.6k | 64.49 |
|
| Banco Santander Cent Hisp Adr (SAN) | 0.0 | $229k | -8% | 50k | 4.63 |
|
| Workday Stock (WDAY) | 0.0 | $223k | +7% | 999.00 | 223.56 |
|
| Helmerich & Payne Stock (HP) | 0.0 | $222k | 6.1k | 36.14 |
|
|
| Aflac Stock (AFL) | 0.0 | $220k | NEW | 2.5k | 89.31 |
|
| Autozone Inc Nev Stock (AZO) | 0.0 | $219k | +2% | 74.00 | 2964.09 |
|
| Amcor Plc Ord Stock (AMCR) | 0.0 | $218k | NEW | 22k | 9.78 |
|
| Colgate Palmolive Stock (CL) | 0.0 | $213k | NEW | 2.2k | 97.02 |
|
| Cracker Barrel Old Ctry Store Stock (CBRL) | 0.0 | $213k | NEW | 5.1k | 42.16 |
|
| Hilton Worldwide Hldgs Stock (HLT) | 0.0 | $213k | NEW | 976.00 | 218.20 |
|
| Cameco Corp F Stock (CCJ) | 0.0 | $212k | NEW | 4.3k | 49.20 |
|
| Nxp Semiconductors Nv Stock (NXPI) | 0.0 | $212k | -13% | 787.00 | 269.09 |
|
| Ross Stores Stock (ROST) | 0.0 | $211k | +3% | 1.5k | 145.32 |
|
| Ase Technology Hldg Adr (ASX) | 0.0 | $209k | 18k | 11.42 |
|
|
| Constellation Energy Corp Stock (CEG) | 0.0 | $209k | NEW | 1.0k | 200.27 |
|
| Digital Realty Trust Reit (DLR) | 0.0 | $208k | NEW | 1.4k | 152.05 |
|
| Cbs Corp Cl B Stock (PARA) | 0.0 | $208k | 20k | 10.39 |
|
|
| Mitsubishi Ufj Finl Group Inc Sponsored Adr (MUFG) | 0.0 | $201k | 19k | 10.80 |
|
|
| Leggett & Platt Stock (LEG) | 0.0 | $197k | NEW | 17k | 11.46 |
|
| Haleon Plc Spon Ads Adr (HLN) | 0.0 | $164k | +4% | 20k | 8.26 |
|
| Banco Bilbao Vizcayaargentaria Sa Ads Each Repr 1 Ord Eur0.49 Adr (BBVA) | 0.0 | $161k | +9% | 16k | 10.03 |
|
| V F Corp Stock (VFC) | 0.0 | $158k | NEW | 12k | 13.50 |
|
| Sumitomo Mitsui Finlgroup Inc Sponsored Adr Isin #us86562m2098 Adr (SMFG) | 0.0 | $150k | +2% | 11k | 13.41 |
|
| Lloyds Tsb Group Adr (LYG) | 0.0 | $125k | -3% | 46k | 2.73 |
|
| Spirit Airlines Stock (SAVE) | 0.0 | $124k | 34k | 3.66 |
|
|
| Barclays Adr (BCS) | 0.0 | $117k | +2% | 11k | 10.71 |
|
| Fat Brands Inc Class A Stock (FAT) | 0.0 | $103k | NEW | 20k | 5.13 |
|
| Telefonica S A Adr Reprstg Three Shrs Adr (TEF) | 0.0 | $85k | NEW | 20k | 4.21 |
|
| Itau Unibanco Hldg S A Spon Adr Rep P Adr (ITUB) | 0.0 | $80k | -21% | 14k | 5.84 |
|
| Chargepoint Holdings Inc Com Cl A Stock (CHPT) | 0.0 | $54k | 36k | 1.51 |
|
|
| Mizuho Financial Group Adr (MFG) | 0.0 | $47k | 11k | 4.23 |
|
|
| Digital Turbine Stock (APPS) | 0.0 | $32k | 19k | 1.66 |
|
|
| Office Pptys Income Tr Com Shs Ben Int Reit (OPI) | 0.0 | $20k | 10k | 2.04 |
|
Past Filings by Legacy Financial Advisors
SEC 13F filings are viewable for Legacy Financial Advisors going back to 2017
- Legacy Financial Advisors 2024 Q2 filed Aug. 13, 2024
- Legacy Financial Advisors 2024 Q1 filed May 14, 2024
- 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