Legacy Financial Advisors
Latest statistics and disclosures from Legacy Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DGRW, DIVI, ITOT, XC, NVDA, and represent 24.14% of Legacy Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: PYLD, FLMI, TSM, JPST, NVS, QQQ, ASML, HSBC, AAPL, GQI.
- Started 93 new stock positions in AIQ, BCS, QQQ, EQIX, RHI, THC, SAP, LULU, BRO, DEO.
- Reduced shares in these 10 stocks: JMUB, FTLS, FBND, ITOT, MUNI, , IBM, , , TSLA.
- Sold out of its positions in AFG, CNI, CE, CNC, CHPT, CL, CFR, EXAS, FBND, FIS. FTLS, HES, IBKR, LBRDK, MGA, ALC.
- Legacy Financial Advisors was a net buyer of stock by $43M.
- Legacy Financial Advisors has $726M in assets under management (AUM), dropping by 13.40%.
- Central Index Key (CIK): 0001730810
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Portfolio Holdings for Legacy Financial Advisors
Legacy Financial Advisors holds 416 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW) | 10.0 | $73M | 819k | 88.96 |
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| Franklin International Core Dividend Tilt Index Fund Etf (DIVI) | 4.4 | $32M | 865k | 37.31 |
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| Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) | 3.8 | $27M | -5% | 188k | 145.65 |
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| Wisdomtree True Emerging Markets Fund Etf (XC) | 3.0 | $22M | 634k | 34.63 |
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| Nvidia Corp Stock (NVDA) | 2.9 | $21M | 112k | 186.58 |
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| Apple Stock (AAPL) | 2.9 | $21M | +5% | 81k | 254.63 |
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| Wisdomtree Us Value Fund Of Benef Interest Etf (WTV) | 2.8 | $20M | 224k | 91.01 |
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| Natixis Gateway Quality Income Etf Etf (GQI) | 2.8 | $20M | +6% | 361k | 56.05 |
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| Wisdomtree U.s. Quality Growth Fund Etf (QGRW) | 2.7 | $20M | -2% | 347k | 57.36 |
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| Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD) | 2.6 | $19M | +25% | 709k | 26.84 |
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| Microsoft Stock (MSFT) | 2.6 | $19M | 36k | 517.95 |
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| Ishares Core Dividend Growth Etf Etf (DGRO) | 1.6 | $12M | -4% | 175k | 68.08 |
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| Procter And Gamble Stock (PG) | 1.6 | $12M | 75k | 153.65 |
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| Jpmorgan Municipal Etf Etf (JMUB) | 1.6 | $11M | -26% | 226k | 50.47 |
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| Jpmorgan Chase & Co Stock (JPM) | 1.5 | $11M | 34k | 315.43 |
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| Amazon.com Stock (AMZN) | 1.3 | $9.8M | +2% | 45k | 219.57 |
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| Meta Platforms Inc Cl A Stock (META) | 1.2 | $8.3M | 11k | 734.36 |
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| Google Stock (GOOGL) | 1.1 | $8.2M | -3% | 34k | 243.10 |
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| Tesla Motors Stock (TSLA) | 1.0 | $7.0M | -8% | 16k | 444.72 |
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| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.9 | $6.3M | 26k | 243.55 |
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| Avago Technologies Stock (AVGO) | 0.8 | $5.7M | +4% | 17k | 329.92 |
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| Oracle Corporation Stock (ORCL) | 0.7 | $5.4M | 19k | 281.24 |
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| Vanguard Total Stk Mkt Etf (VTI) | 0.7 | $5.3M | -2% | 16k | 328.16 |
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| Vanguard Russell 1000 Growth Etf Etf (VONG) | 0.7 | $5.3M | -5% | 44k | 120.50 |
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| Ishares Core Msci Eafe Etf Etf (IEFA) | 0.7 | $5.1M | -5% | 58k | 87.31 |
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| Netflix Stock (NFLX) | 0.7 | $4.9M | 4.1k | 1198.92 |
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| Visa Stock (V) | 0.6 | $4.5M | -3% | 13k | 341.37 |
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| Ishares S&p 500 Index Etf (IVV) | 0.5 | $4.0M | 5.9k | 669.29 |
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| Jpmorgan Ultra-short Income Etf Etf (JPST) | 0.5 | $3.8M | +114% | 74k | 50.73 |
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| Franklin Dynamic Municipal Bond Etf Etf (FLMI) | 0.5 | $3.7M | NEW | 150k | 24.77 |
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| Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) | 0.5 | $3.6M | -5% | 54k | 67.51 |
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| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.5 | $3.5M | +3% | 7.0k | 502.75 |
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| Bank America Corp Stock (BAC) | 0.5 | $3.3M | +3% | 65k | 51.59 |
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| Pnc Finl Svcs Group Stock (PNC) | 0.5 | $3.3M | +2% | 17k | 200.94 |
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| Vanguard Ftse Developed Markets Etf Etf (VEA) | 0.5 | $3.3M | 56k | 59.92 |
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| Fifth Third Bancorp Stock (FITB) | 0.4 | $3.1M | 70k | 44.55 |
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| Walmart Stock (WMT) | 0.4 | $2.9M | +11% | 28k | 103.06 |
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| Spdr S&p 500 Etf Trust Etf (SPY) | 0.4 | $2.7M | +53% | 4.1k | 666.15 |
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| Johnson & Johnson Stock (JNJ) | 0.4 | $2.7M | +12% | 15k | 185.42 |
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| Taiwan Semiconductor Manufacturing Adr (TSM) | 0.4 | $2.7M | NEW | 9.5k | 279.29 |
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| Home Depot Stock (HD) | 0.4 | $2.6M | 6.5k | 405.20 |
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| Palantir Technologies Inc Cl A Stock (PLTR) | 0.4 | $2.6M | -14% | 14k | 182.42 |
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| Exxon Mobil Corp Stock (XOM) | 0.3 | $2.5M | -3% | 22k | 112.75 |
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| State Street Spdr Nuveen Ice High Yield Municipal Bond Etf Etf (HYMB) | 0.3 | $2.4M | -3% | 96k | 24.93 |
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| Salesforce Stock (CRM) | 0.3 | $2.4M | +20% | 10k | 237.01 |
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| Ishares Tr Msci Usa Minimum Volatility Index Etf (USMV) | 0.3 | $2.3M | -11% | 25k | 95.14 |
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| Wells Fargo Stock (WFC) | 0.3 | $2.3M | +3% | 28k | 83.82 |
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| Hillman Solutions Corp Stock (HLMN) | 0.3 | $2.3M | 253k | 9.18 |
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| Chevron Corp Stock (CVX) | 0.3 | $2.3M | +70% | 15k | 155.29 |
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| Ge Aerospace Stock (GE) | 0.3 | $2.3M | +5% | 7.7k | 300.81 |
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| Eli Lilly & Co Stock (LLY) | 0.3 | $2.3M | -4% | 3.0k | 762.97 |
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| Invesco S&p 500 Quality Etf Etf (SPHQ) | 0.3 | $2.3M | +10% | 31k | 73.29 |
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| Boeing Stock (BA) | 0.3 | $2.2M | 10k | 215.82 |
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| Abbvie Stock (ABBV) | 0.3 | $2.2M | 9.4k | 231.55 |
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| Mastercard Stock (MA) | 0.3 | $2.2M | 3.8k | 568.78 |
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| Dimensional International Value Etf Etf (DFIV) | 0.3 | $2.1M | +9% | 46k | 46.12 |
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| Optical Cable Corp Stock (OCC) | 0.3 | $2.1M | -22% | 257k | 8.12 |
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| Citigroup Stock (C) | 0.3 | $2.1M | +9% | 20k | 101.50 |
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| Merck & Co Stock (MRK) | 0.3 | $2.1M | +19% | 25k | 83.93 |
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| Novartis Adr (NVS) | 0.3 | $1.9M | NEW | 15k | 128.24 |
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| Cisco Sys Stock (CSCO) | 0.3 | $1.9M | +7% | 28k | 68.42 |
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| Capital One Financial Corp Stock (COF) | 0.3 | $1.9M | +11% | 8.7k | 212.59 |
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| Coca Cola Stock (KO) | 0.2 | $1.8M | -5% | 27k | 66.32 |
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| Conocophillips Stock (COP) | 0.2 | $1.7M | +13% | 19k | 94.59 |
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| Nike Inc Class B Stock (NKE) | 0.2 | $1.7M | +5% | 25k | 69.73 |
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| Charles Schwab Corp Stock (SCHW) | 0.2 | $1.7M | -3% | 18k | 95.47 |
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| Mcdonalds Corp Stock (MCD) | 0.2 | $1.7M | +7% | 5.7k | 303.90 |
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| Snap On Stock (SNA) | 0.2 | $1.7M | 4.9k | 346.53 |
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| Shopify Inc Cl A Sub Vtg Stock (SHOP) | 0.2 | $1.7M | +3% | 11k | 148.61 |
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| Philip Morris Intl Stock (PM) | 0.2 | $1.7M | +3% | 10k | 162.19 |
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| Costco Wholesale Corp Stock (COST) | 0.2 | $1.6M | 1.8k | 925.39 |
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| Union Pac Corp Stock (UNP) | 0.2 | $1.6M | +38% | 6.9k | 236.36 |
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| Us Bancorp Del Stock (USB) | 0.2 | $1.6M | +5% | 33k | 48.33 |
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| Powershares Qqq Tr Etf (QQQ) | 0.2 | $1.6M | NEW | 2.6k | 600.29 |
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| Invesco S&p International Developed High Quality Etf Etf (IDHQ) | 0.2 | $1.5M | +6% | 46k | 33.65 |
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| Invesco S&p Smallcap 600 Revenue Etf Etf (RWJ) | 0.2 | $1.5M | +9% | 32k | 48.30 |
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| Intl Business Machines Stock (IBM) | 0.2 | $1.5M | -34% | 5.3k | 282.17 |
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| Disney Walt Stock (DIS) | 0.2 | $1.5M | -3% | 13k | 114.50 |
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| Phillips 66 Stock (PSX) | 0.2 | $1.5M | +19% | 11k | 136.02 |
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| Tjx Cos Stock (TJX) | 0.2 | $1.4M | +10% | 10k | 144.54 |
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| Cintas Corp Stock (CTAS) | 0.2 | $1.4M | -2% | 7.0k | 205.26 |
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| Abbott Labs Stock (ABT) | 0.2 | $1.4M | -2% | 11k | 133.94 |
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| Marathon Pete Corp Stock (MPC) | 0.2 | $1.4M | +5% | 7.4k | 192.73 |
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| Asml Holding N V N Y Registry Adr (ASML) | 0.2 | $1.4M | NEW | 1.5k | 967.80 |
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| Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI) | 0.2 | $1.4M | -42% | 27k | 52.28 |
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| Goldman Sachs Group Stock (GS) | 0.2 | $1.4M | -3% | 1.8k | 796.20 |
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| Rtx Corporation Stock (RTX) | 0.2 | $1.4M | -5% | 8.5k | 167.33 |
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| Dimensional International Small Cap Value Etf Etf (DISV) | 0.2 | $1.4M | +3% | 39k | 35.69 |
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| Ge Vernova Stock (GEV) | 0.2 | $1.4M | +7% | 2.3k | 614.92 |
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| Spdr Gold Etf Etf (GLD) | 0.2 | $1.3M | +20% | 3.8k | 355.46 |
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| Vanguard Tax-exempt Bond Etf Etf (VTEB) | 0.2 | $1.3M | +4% | 27k | 50.07 |
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| Hsbc Holdings Plc Spons Adr (HSBC) | 0.2 | $1.3M | NEW | 19k | 70.98 |
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| Caterpillar Stock (CAT) | 0.2 | $1.3M | +20% | 2.7k | 477.16 |
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| Motorola Solutions Stock (MSI) | 0.2 | $1.3M | 2.8k | 457.27 |
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| General Motors Corp Stock (GM) | 0.2 | $1.3M | +11% | 21k | 60.97 |
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| Unitedhealth Group Stock (UNH) | 0.2 | $1.2M | +8% | 3.5k | 345.30 |
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| Advanced Micro Devices Stock (AMD) | 0.2 | $1.2M | +29% | 7.5k | 161.79 |
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| Columbia Em Core Ex-china Etf Etf (XCEM) | 0.2 | $1.2M | -3% | 33k | 36.33 |
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| Intercontinental Exchange Stock (ICE) | 0.2 | $1.2M | +9% | 7.1k | 168.47 |
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| Qualcomm Stock (QCOM) | 0.2 | $1.2M | +3% | 7.1k | 166.36 |
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| Autodesk Stock (ADSK) | 0.2 | $1.2M | -3% | 3.7k | 317.64 |
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| Linde Stock (LIN) | 0.2 | $1.2M | +18% | 2.4k | 475.04 |
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| Vertex Pharmaceuticals In Stock (VRTX) | 0.2 | $1.1M | 2.9k | 391.64 |
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| Deere & Co Stock (DE) | 0.2 | $1.1M | -9% | 2.5k | 457.21 |
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| Kimball Electronics Stock (KE) | 0.2 | $1.1M | 38k | 29.86 |
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| Willis Towers Watson Stock (WTW) | 0.2 | $1.1M | +11% | 3.3k | 345.42 |
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| Discovery Hldg Stock (WBD) | 0.2 | $1.1M | 57k | 19.53 |
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| Texas Instrs Stock (TXN) | 0.2 | $1.1M | 6.0k | 183.74 |
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| Royal Dutch Shell Plc- Adr (SHEL) | 0.2 | $1.1M | NEW | 16k | 71.53 |
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| Eaton Corp Stock (ETN) | 0.2 | $1.1M | -3% | 3.0k | 374.28 |
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| Automatic Data Processing Stock (ADP) | 0.2 | $1.1M | -3% | 3.7k | 293.50 |
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| At&t Stock (T) | 0.2 | $1.1M | +5% | 39k | 28.24 |
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| Comcast Corp New Cl A Stock (CMCSA) | 0.2 | $1.1M | -18% | 35k | 31.42 |
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| Sony Group Corp Adr (SONY) | 0.1 | $1.1M | NEW | 38k | 28.79 |
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| Pepsico Stock (PEP) | 0.1 | $1.1M | +49% | 7.7k | 140.44 |
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| Vanguard Mega Cap Growth Etf Etf (MGK) | 0.1 | $1.1M | -2% | 2.7k | 402.48 |
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| Intuit Stock (INTU) | 0.1 | $1.1M | +7% | 1.6k | 682.91 |
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| Astrazeneca Plc- Spons Adr (AZN) | 0.1 | $1.1M | NEW | 14k | 76.72 |
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| Invesco S&p Midcap Quality Etf Etf (XMHQ) | 0.1 | $1.0M | +3% | 9.9k | 104.96 |
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| Toyota Motor Corp Ads Adr (TM) | 0.1 | $1.0M | NEW | 5.3k | 191.10 |
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| Monster Beverage Corp Stock (MNST) | 0.1 | $1.0M | 15k | 67.31 |
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| Micron Technology Stock (MU) | 0.1 | $992k | +25% | 5.9k | 167.32 |
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| Airbnb Inc Com Cl A Stock (ABNB) | 0.1 | $983k | +37% | 8.1k | 121.42 |
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| Morgan Stanley Stock (MS) | 0.1 | $981k | 6.2k | 158.95 |
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| American Express Stock (AXP) | 0.1 | $981k | -9% | 3.0k | 332.15 |
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| Enbridge Stock (ENB) | 0.1 | $976k | +6% | 19k | 50.46 |
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| Applied Matls Stock (AMAT) | 0.1 | $974k | +4% | 4.8k | 204.74 |
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| Sap Aktiengesellschaft Adr (SAP) | 0.1 | $969k | NEW | 3.6k | 267.21 |
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| Truist Finl Corp Stock (TFC) | 0.1 | $958k | -6% | 21k | 45.72 |
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| Verizon Communications Stock (VZ) | 0.1 | $953k | +7% | 22k | 43.95 |
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| Delta Air Lines Inc Del Cmn Stock (DAL) | 0.1 | $953k | +15% | 17k | 56.75 |
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| Service Now Stock (NOW) | 0.1 | $945k | -2% | 1.0k | 920.28 |
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| Intuitive Surgical Stock (ISRG) | 0.1 | $935k | -18% | 2.1k | 447.23 |
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| Analog Devices Stock (ADI) | 0.1 | $932k | 3.8k | 245.70 |
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| Starbucks Corp Stock (SBUX) | 0.1 | $924k | -9% | 11k | 84.60 |
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| Amgen Stock (AMGN) | 0.1 | $920k | 3.3k | 282.21 |
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| Novo-nordisk A/s Adr Adr Cmn Adr (NVO) | 0.1 | $919k | NEW | 17k | 55.49 |
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| Xcel Energy Stock (XEL) | 0.1 | $914k | +79% | 11k | 80.65 |
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| Lowes Cos Stock (LOW) | 0.1 | $909k | -3% | 3.6k | 251.30 |
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| Cleanspark Stock (CLSK) | 0.1 | $908k | 63k | 14.50 |
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| Allstate Corp Stock (ALL) | 0.1 | $908k | +6% | 4.2k | 214.64 |
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| American Intl Group Stock (AIG) | 0.1 | $905k | +10% | 12k | 78.54 |
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| Iqvia Hldgs Stock (IQV) | 0.1 | $905k | +23% | 4.8k | 189.94 |
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| Duke Energy Corp Stock (DUK) | 0.1 | $903k | +17% | 7.3k | 123.76 |
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| Keurig Dr Pepper Stock (KDP) | 0.1 | $900k | +70% | 35k | 25.51 |
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| Bristol-myers Squibb Stock (BMY) | 0.1 | $900k | 20k | 45.10 |
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| Fiserv Stock (FI) | 0.1 | $895k | +32% | 6.9k | 128.93 |
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| Lam Research Corp Stock (LRCX) | 0.1 | $893k | +9% | 6.7k | 133.90 |
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| Thermo Fisher Scientific Stock (TMO) | 0.1 | $887k | +11% | 1.8k | 485.05 |
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| Unilever Adr (UL) | 0.1 | $883k | NEW | 15k | 59.28 |
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| State Str Corp Stock (STT) | 0.1 | $882k | +10% | 7.6k | 116.02 |
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| Sentinelone Inc Cl A Stock (S) | 0.1 | $881k | 50k | 17.61 |
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| Chicago Mercantile Hldgs Stock (CME) | 0.1 | $875k | 3.2k | 270.20 |
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| Chubb Stock (CB) | 0.1 | $870k | +11% | 3.1k | 282.24 |
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| Invesco International Dividend Achievers Etf Etf (PID) | 0.1 | $869k | 41k | 21.27 |
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| Te Connectivity Stock (TEL) | 0.1 | $863k | -9% | 3.9k | 219.51 |
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| Ge Healthcare Technologies Stock (GEHC) | 0.1 | $861k | +18% | 12k | 75.10 |
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| Uber Technologies Stock (UBER) | 0.1 | $860k | +4% | 8.8k | 97.97 |
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| British American Tobacco Adr (BTI) | 0.1 | $852k | NEW | 16k | 53.08 |
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| Nextera Energy Stock (NEE) | 0.1 | $846k | -4% | 11k | 75.49 |
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| Bank New York Mellon Corp Stock (BK) | 0.1 | $844k | -14% | 7.7k | 108.97 |
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| Eog Resources Stock (EOG) | 0.1 | $833k | -3% | 7.4k | 112.12 |
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| Equifax Stock (EFX) | 0.1 | $833k | +5% | 3.2k | 256.55 |
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| O Reilly Automotive Stock (ORLY) | 0.1 | $829k | 7.7k | 107.81 |
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| Blackrock Stock (BLK) | 0.1 | $820k | -20% | 703.00 | 1166.38 |
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| Alibaba Group Hldg Adr (BABA) | 0.1 | $815k | NEW | 4.6k | 178.74 |
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| Progressive Corp Stock (PGR) | 0.1 | $814k | -36% | 3.3k | 246.95 |
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| Pfizer Stock (PFE) | 0.1 | $813k | +3% | 32k | 25.48 |
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| Nasdaq Stk Mkt Stock (NDAQ) | 0.1 | $811k | +2% | 9.2k | 88.45 |
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| Cbre Group Inc A Stock (CBRE) | 0.1 | $811k | -9% | 5.1k | 157.55 |
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| Rio Tinto Adr (RIO) | 0.1 | $809k | NEW | 12k | 66.01 |
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| Ally Finl Stock (ALLY) | 0.1 | $809k | +9% | 21k | 39.20 |
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| Elevance Health Inc Formerly A Stock (ELV) | 0.1 | $800k | +8% | 2.5k | 323.11 |
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| General Dynamics Corp Stock (GD) | 0.1 | $797k | +4% | 2.3k | 341.00 |
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| BP Adr (BP) | 0.1 | $793k | NEW | 23k | 34.46 |
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| Ishares Core S&p U.s. Growth Etf Etf (IUSG) | 0.1 | $783k | 4.8k | 164.54 |
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| Dimensional U.s. Targeted Value Etf Etf (DFAT) | 0.1 | $771k | +54% | 13k | 58.21 |
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| First Ctzns Bancshares Inc Del Cl A Stock (FCNCA) | 0.1 | $764k | +12% | 427.00 | 1789.19 |
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| Dover Corp Stock (DOV) | 0.1 | $755k | +10% | 4.5k | 166.83 |
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| Parker-hannifin Corp Stock (PH) | 0.1 | $752k | -7% | 991.00 | 758.35 |
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| Medtronic Stock (MDT) | 0.1 | $741k | +24% | 7.8k | 95.24 |
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| Royal Carribbean Cruises Stock (RCL) | 0.1 | $728k | 2.3k | 323.58 |
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| Booking Holdings Stock (BKNG) | 0.1 | $724k | +11% | 134.00 | 5399.27 |
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| Royal Bank Of Canada Stock (RY) | 0.1 | $715k | +13% | 4.9k | 147.33 |
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| Reinsurance Grp Of America Stock (RGA) | 0.1 | $711k | +40% | 3.7k | 192.15 |
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| Health Care Reit Reit (WELL) | 0.1 | $710k | NEW | 4.0k | 178.14 |
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| Dow Stock (DOW) | 0.1 | $706k | -10% | 31k | 22.93 |
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| Intel Corp Stock (INTC) | 0.1 | $706k | -26% | 21k | 33.55 |
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| Corteva Stock (CTVA) | 0.1 | $697k | +3% | 10k | 67.63 |
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| Regeneron Pharmaceuticals Stock (REGN) | 0.1 | $687k | +22% | 1.2k | 562.49 |
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| Altria Group Stock (MO) | 0.1 | $682k | +28% | 10k | 66.06 |
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| Honeywell Intl Stock (HON) | 0.1 | $680k | -13% | 3.2k | 210.47 |
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| Targa Res Corp Stock (TRGP) | 0.1 | $667k | NEW | 4.0k | 167.54 |
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| Agnico Eagle Mines Stock (AEM) | 0.1 | $658k | +8% | 3.9k | 168.56 |
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| Adobe Sys Stock (ADBE) | 0.1 | $653k | +31% | 1.9k | 352.75 |
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| S&p Global Stock (SPGI) | 0.1 | $652k | -2% | 1.3k | 486.83 |
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| Kla-tencor Corp Stock (KLAC) | 0.1 | $650k | 602.00 | 1079.10 |
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| Carlyle Group Stock (CG) | 0.1 | $649k | +9% | 10k | 62.70 |
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| Palo Alto Networks Stock (PANW) | 0.1 | $646k | +26% | 3.2k | 203.62 |
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| Air Prods & Chems Stock (APD) | 0.1 | $644k | -5% | 2.4k | 272.77 |
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| Dominion Resources Stock (D) | 0.1 | $636k | 10k | 61.17 |
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| Global Payments Stock (GPN) | 0.1 | $635k | +9% | 7.6k | 83.08 |
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| Nuveen Esg Large-cap Value Etf Etf (NULV) | 0.1 | $623k | 14k | 43.83 |
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| Apa Corporation Stock (APA) | 0.1 | $606k | +8% | 25k | 24.28 |
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| Bhp Group Adr (BHP) | 0.1 | $602k | NEW | 11k | 55.75 |
|
| Brookfield Corp Cl A Ltd Vt Sh Stock (BN) | 0.1 | $597k | -10% | 8.7k | 68.58 |
|
| Yum! Brands Stock (YUM) | 0.1 | $597k | 3.9k | 152.01 |
|
|
| Huntington Bancshares Stock (HBAN) | 0.1 | $592k | 34k | 17.27 |
|
|
| Thor Inds Stock (THO) | 0.1 | $584k | -14% | 5.6k | 103.70 |
|
| Macys Stock (M) | 0.1 | $583k | 33k | 17.93 |
|
|
| Ford Motor Company Stock (F) | 0.1 | $565k | 47k | 11.96 |
|
|
| Total Sa Adr (TTE) | 0.1 | $563k | NEW | 9.4k | 59.69 |
|
| Boston Scientific Corp Stock (BSX) | 0.1 | $558k | -15% | 5.7k | 97.63 |
|
| M & T Bk Corp Stock (MTB) | 0.1 | $557k | +6% | 2.8k | 197.62 |
|
| Mckesson Corp Stock (MCK) | 0.1 | $556k | +4% | 720.00 | 772.54 |
|
| Charter Communications Inc New Cl A Stock (CHTR) | 0.1 | $555k | +4% | 2.0k | 275.11 |
|
| Ubs Ag New F Stock (UBS) | 0.1 | $551k | +5% | 13k | 41.00 |
|
| Stryker Corp Stock (SYK) | 0.1 | $547k | +13% | 1.5k | 369.67 |
|
| Kroger Stock (KR) | 0.1 | $546k | 8.1k | 67.41 |
|
|
| Southern Stock (SO) | 0.1 | $546k | 5.8k | 94.77 |
|
|
| Dell Technologies Inc Cl C Stock (DELL) | 0.1 | $544k | +24% | 3.8k | 141.77 |
|
| Prologis Share Beneficial Int Reit (PLD) | 0.1 | $542k | NEW | 4.7k | 114.53 |
|
| Gilead Sciences Stock (GILD) | 0.1 | $539k | +9% | 4.9k | 111.00 |
|
| Ishares Dj Us Technology Etf (IYW) | 0.1 | $537k | 2.7k | 195.86 |
|
|
| Ing Groep Nv Adr (ING) | 0.1 | $533k | NEW | 20k | 26.08 |
|
| Trane Technologies Stock (TT) | 0.1 | $531k | 1.3k | 421.95 |
|
|
| Simon Property Group Reit (SPG) | 0.1 | $527k | NEW | 2.8k | 187.65 |
|
| Paypal Hldgs Stock (PYPL) | 0.1 | $523k | -6% | 7.8k | 67.06 |
|
| T-mobile Us Stock (TMUS) | 0.1 | $520k | 2.2k | 239.38 |
|
|
| Vanguard S&p 500 Etf Etf (VOO) | 0.1 | $514k | +8% | 839.00 | 612.52 |
|
| Mitsubishi Ufj Finl Group Inc Sponsored Adr (MUFG) | 0.1 | $511k | NEW | 32k | 15.94 |
|
| Arista Networks Stock (ANET) | 0.1 | $509k | +25% | 3.5k | 145.71 |
|
| Cleveland-cliffs Stock (CLF) | 0.1 | $503k | 41k | 12.20 |
|
|
| National Grid Transco Adr (NGG) | 0.1 | $491k | NEW | 6.8k | 72.67 |
|
| Accenture Ltd Bermuda Cl A Stock (ACN) | 0.1 | $484k | -45% | 2.0k | 246.56 |
|
| Fidelity Wise Origin Bitcoin Fund Etf (FBTC) | 0.1 | $484k | +56% | 4.8k | 99.82 |
|
| Norfolk Southern Crp Stock (NSC) | 0.1 | $479k | -9% | 1.6k | 300.41 |
|
| Banco Santander Cent Hisp Adr (SAN) | 0.1 | $470k | NEW | 45k | 10.48 |
|
| Cadence Design System Stock (CDNS) | 0.1 | $467k | 1.3k | 351.26 |
|
|
| Moodys Corp Stock (MCO) | 0.1 | $465k | 975.00 | 476.58 |
|
|
| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.1 | $458k | +13% | 7.3k | 62.47 |
|
| Zimmer Hldgs Stock (ZBH) | 0.1 | $453k | +28% | 4.6k | 98.50 |
|
| United Parcel Service Stock (UPS) | 0.1 | $451k | 5.4k | 83.53 |
|
|
| Synopsys Stock (SNPS) | 0.1 | $450k | -5% | 912.00 | 493.39 |
|
| Travelers Companies Stock (TRV) | 0.1 | $447k | +30% | 1.6k | 279.22 |
|
| Masco Corp Stock (MAS) | 0.1 | $440k | +10% | 6.3k | 70.39 |
|
| Amphenol Corp Cl A Stock (APH) | 0.1 | $439k | +26% | 3.6k | 123.75 |
|
| Ishares Esg Aware Msci Usa Etf Etf (ESGU) | 0.1 | $438k | -7% | 3.0k | 145.60 |
|
| Marriott Intl Stock (MAR) | 0.1 | $437k | 1.7k | 260.44 |
|
|
| Genuine Parts Stock (GPC) | 0.1 | $428k | +7% | 3.1k | 138.61 |
|
| Marsh & Mclennan Cos Stock (MMC) | 0.1 | $428k | +4% | 2.1k | 201.55 |
|
| Fortune Brands Innovations Stock (FBIN) | 0.1 | $425k | +8% | 8.0k | 53.39 |
|
| The Cigna Group Stock (CI) | 0.1 | $422k | 1.5k | 288.25 |
|
|
| Banco Bilbao Vizcayaargentaria Sa Ads Each Repr 1 Ord Eur0.49 Adr (BBVA) | 0.1 | $419k | NEW | 22k | 19.25 |
|
| Zoom Communications Inc Cl A Stock (ZM) | 0.1 | $418k | +26% | 5.1k | 82.50 |
|
| Bank Of Montreal Stock (BMO) | 0.1 | $417k | +53% | 3.2k | 130.25 |
|
| Autozone Inc Nev Stock (AZO) | 0.1 | $416k | +31% | 97.00 | 4290.24 |
|
| Ishares Tr Russell Midcap Index Etf (IWR) | 0.1 | $415k | -8% | 4.3k | 96.55 |
|
| Sherwin Williams Stock (SHW) | 0.1 | $414k | -4% | 1.2k | 346.30 |
|
| Lockheed Martin Corp Stock (LMT) | 0.1 | $410k | 820.00 | 499.42 |
|
|
| Toronto Dominion Bank Stock (TD) | 0.1 | $409k | +29% | 5.1k | 79.95 |
|
| RH Stock (RH) | 0.1 | $406k | 2.0k | 203.16 |
|
|
| Vanguard Esg U.s. Stock Etf Etf (ESGV) | 0.1 | $406k | -7% | 3.4k | 118.44 |
|
| Cencora Stock (COR) | 0.1 | $399k | -3% | 1.3k | 312.53 |
|
| Newmont Corp Stock (NEM) | 0.1 | $398k | NEW | 4.7k | 84.32 |
|
| Coca Cola Enterprise Stock (CCEP) | 0.1 | $397k | -11% | 4.4k | 90.41 |
|
| Fedex Corp Stock (FDX) | 0.1 | $394k | +84% | 1.7k | 235.83 |
|
| Northrop Grumman Corp Stock (NOC) | 0.1 | $394k | -3% | 646.00 | 609.13 |
|
| Ishares Core S&p Mid Cap Etf Etf (IJH) | 0.1 | $391k | 6.0k | 65.26 |
|
|
| 3M Stock (MMM) | 0.1 | $388k | 2.5k | 155.18 |
|
|
| Belden Cdt Stock (BDC) | 0.1 | $388k | 3.2k | 120.27 |
|
|
| Schwab Us Dividend Equity Etf Etf (SCHD) | 0.1 | $386k | 14k | 27.30 |
|
|
| Docusign Stock (DOCU) | 0.1 | $386k | +4% | 5.4k | 72.09 |
|
| Sei Investments Stock (SEIC) | 0.1 | $386k | 4.5k | 84.85 |
|
|
| Dimensional U.s. Equity Market Etf Etf (DFUS) | 0.1 | $384k | NEW | 5.3k | 72.44 |
|
| Archer Daniels Midland Stock (ADM) | 0.1 | $384k | +11% | 6.4k | 59.74 |
|
| Relx Adr (RELX) | 0.1 | $382k | NEW | 8.0k | 47.76 |
|
| Norwegian Cruise Line Hldgs Ltd Shs Isin#bmg667211 Stock (NCLH) | 0.1 | $379k | 15k | 24.63 |
|
|
| Global X Artificial Intelligence & Technology Etf Etf (AIQ) | 0.1 | $378k | NEW | 7.6k | 49.39 |
|
| Global X Robotics & Artificial Intelligence Etf Etf (BOTZ) | 0.1 | $378k | NEW | 11k | 35.43 |
|
| Constellation Energy Corp Stock (CEG) | 0.1 | $375k | +7% | 1.1k | 329.08 |
|
| Nuveen Esg Large-cap Growth Etf Etf (NULG) | 0.1 | $366k | -2% | 3.7k | 99.45 |
|
| Lululemon Athletica Stock (LULU) | 0.1 | $366k | NEW | 2.1k | 177.93 |
|
| Aon Corp Stock (AON) | 0.1 | $364k | +11% | 1.0k | 356.63 |
|
| Expeditors Intl Wash Stock (EXPD) | 0.0 | $361k | -3% | 2.9k | 122.61 |
|
| Firstenergy Corp Stock (FE) | 0.0 | $355k | -41% | 7.7k | 45.82 |
|
| Danaher Corp Stock (DHR) | 0.0 | $354k | -12% | 1.8k | 198.22 |
|
| Pinnacle Finl Partners Stock (PNFP) | 0.0 | $351k | +59% | 3.7k | 93.79 |
|
| Ishares Silver Trust Etf Etf (SLV) | 0.0 | $350k | 8.3k | 42.37 |
|
|
| American Airls Group Stock (AAL) | 0.0 | $349k | +3% | 31k | 11.24 |
|
| Consolidated Edison Stock (ED) | 0.0 | $349k | +50% | 3.5k | 100.52 |
|
| Barclays Adr (BCS) | 0.0 | $348k | NEW | 17k | 20.67 |
|
| Target Corp Stock (TGT) | 0.0 | $347k | 3.9k | 89.69 |
|
|
| Public Svc Enterprise Grp Stock (PEG) | 0.0 | $343k | -2% | 4.1k | 83.46 |
|
| Kinder Morgan Stock (KMI) | 0.0 | $343k | NEW | 12k | 28.31 |
|
| Seagate Technology Stock (STX) | 0.0 | $342k | NEW | 1.4k | 236.06 |
|
| Corebridge Finl Stock (CRBG) | 0.0 | $341k | +13% | 11k | 32.05 |
|
| Ecolab Stock (ECL) | 0.0 | $338k | +2% | 1.2k | 273.90 |
|
| Emerson Elec Stock (EMR) | 0.0 | $335k | 2.6k | 131.18 |
|
|
| Hca Stock (HCA) | 0.0 | $333k | +24% | 782.00 | 426.20 |
|
| Waste Management Stock (WM) | 0.0 | $333k | -9% | 1.5k | 220.83 |
|
| First Finl Bancorp Oh Stock (FFBC) | 0.0 | $332k | 13k | 25.25 |
|
|
| Gallagher Arthur J &co Stock (AJG) | 0.0 | $332k | -11% | 1.1k | 309.74 |
|
| Quest Diagnostics Stock (DGX) | 0.0 | $330k | -3% | 1.7k | 190.56 |
|
| Netease.com Adr (NTES) | 0.0 | $322k | NEW | 2.1k | 151.99 |
|
| Ishares Russell 3000 Etf Etf (IWV) | 0.0 | $322k | 849.00 | 378.94 |
|
|
| Equinix Reit (EQIX) | 0.0 | $321k | NEW | 410.00 | 784.00 |
|
| Doordash Inc Cl A Stock (DASH) | 0.0 | $321k | +38% | 1.2k | 271.99 |
|
| Digital Realty Trust Reit (DLR) | 0.0 | $320k | NEW | 1.9k | 172.88 |
|
| American Elec Pwr Stock (AEP) | 0.0 | $317k | +40% | 2.8k | 112.49 |
|
| Cvs Health Corp Stock (CVS) | 0.0 | $315k | -5% | 4.2k | 75.39 |
|
| Cummins Stock (CMI) | 0.0 | $312k | +20% | 739.00 | 422.37 |
|
| Entergy Corp Stock (ETR) | 0.0 | $311k | -22% | 3.3k | 93.20 |
|
| Vanguard Mid Cap Etf (VO) | 0.0 | $307k | +20% | 1.0k | 293.69 |
|
| Hilton Worldwide Hldgs Stock (HLT) | 0.0 | $306k | 1.2k | 259.44 |
|
|
| Verisign Stock (VRSN) | 0.0 | $305k | NEW | 1.1k | 279.57 |
|
| GSK Adr (GSK) | 0.0 | $302k | NEW | 7.0k | 43.16 |
|
| Williams Cos Stock (WMB) | 0.0 | $299k | 4.7k | 63.35 |
|
|
| Cardinal Health Stock (CAH) | 0.0 | $299k | 1.9k | 156.94 |
|
|
| Diageo Adr (DEO) | 0.0 | $298k | NEW | 3.1k | 95.43 |
|
| Deutsche Bank A G Namen Akt Stock (DB) | 0.0 | $297k | +20% | 8.4k | 35.41 |
|
| United Rentals Stock (URI) | 0.0 | $296k | 310.00 | 954.66 |
|
|
| Global X Fintech Etf Etf (FINX) | 0.0 | $295k | NEW | 8.8k | 33.52 |
|
| Aflac Stock (AFL) | 0.0 | $295k | +27% | 2.6k | 111.70 |
|
| Csx Corp Stock (CSX) | 0.0 | $291k | 8.2k | 35.51 |
|
|
| Sanofi Sa Adr (SNY) | 0.0 | $290k | NEW | 6.1k | 47.20 |
|
| C H Robinson Worldwide Stock (CHRW) | 0.0 | $290k | -8% | 2.2k | 132.40 |
|
| Nxp Semiconductors Nv Stock (NXPI) | 0.0 | $289k | -6% | 1.3k | 227.73 |
|
| Cameco Corp F Stock (CCJ) | 0.0 | $287k | -33% | 3.4k | 83.87 |
|
| Columbia International Equity Income Etf Etf (INEQ) | 0.0 | $287k | 7.7k | 37.34 |
|
|
| Crown Castle Intl Corp Reit (CCI) | 0.0 | $287k | NEW | 3.0k | 96.48 |
|
| Ameriprise Finl Stock (AMP) | 0.0 | $286k | +20% | 582.00 | 491.50 |
|
| Vanguard Index Fds Mid-cap Value Index Viper Shs Etf Etf (VOE) | 0.0 | $286k | -4% | 1.6k | 174.56 |
|
| Crowdstrike Hldgs Inc Cl A Stock (CRWD) | 0.0 | $285k | +3% | 582.00 | 490.38 |
|
| Ishares S&p Smallcap 600 Etf Etf (IJR) | 0.0 | $285k | -5% | 2.4k | 118.81 |
|
| Block Inc Cl A Stock (XYZ) | 0.0 | $285k | +4% | 3.9k | 72.27 |
|
| Synovus Finl Corp Stock (SNV) | 0.0 | $283k | NEW | 5.8k | 49.08 |
|
| Steris Plc Shs Usd Stock (STE) | 0.0 | $282k | NEW | 1.1k | 247.36 |
|
| Electronics Arts Stock (EA) | 0.0 | $281k | 1.4k | 201.73 |
|
|
| State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV) | 0.0 | $281k | NEW | 5.1k | 55.33 |
|
| Howmet Aerospace Stock (HWM) | 0.0 | $280k | +4% | 1.4k | 196.23 |
|
| Nuveen Esg High Yield Corporate Bond Etf Etf (NUHY) | 0.0 | $279k | 13k | 21.77 |
|
|
| Freeport Mcmoran Copper Stock (FCX) | 0.0 | $278k | NEW | 7.1k | 39.22 |
|
| Realty Income Corp Reit (O) | 0.0 | $278k | NEW | 4.6k | 60.79 |
|
| Cabot Oil & Gas Cp Stock (CTRA) | 0.0 | $275k | +17% | 12k | 23.65 |
|
| Ameren Corp Stock (AEE) | 0.0 | $274k | 2.6k | 104.38 |
|
|
| Illumina Stock (ILMN) | 0.0 | $271k | +10% | 2.9k | 94.97 |
|
| Barrick Gold Corp F Stock (B) | 0.0 | $270k | -27% | 8.3k | 32.77 |
|
| Workday Stock (WDAY) | 0.0 | $268k | +5% | 1.1k | 240.73 |
|
| Hewlett Packard Enterprise Stock (HPE) | 0.0 | $267k | -2% | 11k | 24.56 |
|
| Sumitomo Mitsui Finlgroup Inc Sponsored Adr Isin #us86562m2098 Adr (SMFG) | 0.0 | $266k | NEW | 16k | 16.74 |
|
| Packaging Corp Of America Stock (PKG) | 0.0 | $265k | NEW | 1.2k | 217.96 |
|
| Centerpoint Energy Stock (CNP) | 0.0 | $265k | 6.8k | 38.80 |
|
|
| Cincinnati Finl Corp Stock (CINF) | 0.0 | $263k | NEW | 1.7k | 158.10 |
|
| Constellation Brands Inc Cl A Stock (STZ) | 0.0 | $263k | +19% | 1.9k | 134.68 |
|
| Canadian Pacific Kansas City Stock (CP) | 0.0 | $262k | +23% | 3.5k | 74.49 |
|
| American Tower Corp Reit (AMT) | 0.0 | $262k | NEW | 1.4k | 192.30 |
|
| The Trade Desk Inc Com Cl A Stock (TTD) | 0.0 | $259k | NEW | 5.3k | 49.01 |
|
| Ctrip.com Intl Ltd American Dep Adr (TCOM) | 0.0 | $257k | NEW | 3.4k | 75.20 |
|
| Ross Stores Stock (ROST) | 0.0 | $257k | +4% | 1.7k | 152.39 |
|
| Dimensional Us Marketwide Value Etf Etf (DFUV) | 0.0 | $255k | NEW | 5.7k | 44.69 |
|
| Dimensional Global Sustainability Fixed Income Etf Etf (DFSB) | 0.0 | $252k | 4.7k | 53.27 |
|
|
| Nrg Energy Stock (NRG) | 0.0 | $248k | 1.5k | 161.99 |
|
|
| Blackstone Group Stock (BX) | 0.0 | $246k | -7% | 1.4k | 170.89 |
|
| Microchip Technology Stock (MCHP) | 0.0 | $244k | +3% | 3.8k | 64.23 |
|
| Ase Technology Hldg Adr (ASX) | 0.0 | $242k | NEW | 22k | 11.09 |
|
| Eqt Corp Stock (EQT) | 0.0 | $241k | 4.4k | 54.43 |
|
|
| Whirlpool Corp Stock (WHR) | 0.0 | $240k | -9% | 3.1k | 78.60 |
|
| Illinois Tool Wks Stock (ITW) | 0.0 | $238k | -7% | 914.00 | 260.76 |
|
| Robert Half Stock (RHI) | 0.0 | $238k | NEW | 7.0k | 33.98 |
|
| Oneok Stock (OKE) | 0.0 | $236k | +25% | 3.2k | 72.97 |
|
| Waste Connections Stock (WCN) | 0.0 | $231k | NEW | 1.3k | 175.80 |
|
| Franco Nevada Corp Com Npv Isin #ca3518581051 Sedol #b29nf31 Stock (FNV) | 0.0 | $231k | NEW | 1.0k | 222.91 |
|
| Factset Resh Sys Stock (FDS) | 0.0 | $230k | -5% | 801.00 | 286.59 |
|
| Baxter Intl Stock (BAX) | 0.0 | $229k | +5% | 10k | 22.77 |
|
| Black Hills Corp Stock (BKH) | 0.0 | $229k | NEW | 3.7k | 61.59 |
|
| Hartford Finl Svcs Group Stock (HIG) | 0.0 | $228k | 1.7k | 133.40 |
|
|
| Corning Stock (GLW) | 0.0 | $227k | NEW | 2.8k | 82.03 |
|
| Credicorp Stock (BAP) | 0.0 | $227k | -17% | 852.00 | 266.19 |
|
| Royal Bank Of Scotland Adr (NWG) | 0.0 | $225k | NEW | 16k | 14.15 |
|
| Bank Of Nova Scotia Cmn Stock (BNS) | 0.0 | $224k | NEW | 3.5k | 64.65 |
|
| Tenet Healthcare Corp Stock (THC) | 0.0 | $224k | NEW | 1.1k | 203.04 |
|
| Roper Technologies Stock (ROP) | 0.0 | $223k | +24% | 447.00 | 498.51 |
|
| Baker Hughes Stock (BKR) | 0.0 | $223k | NEW | 4.6k | 48.72 |
|
| Global X Cloud Computing Etf Etf (CLOU) | 0.0 | $221k | NEW | 9.5k | 23.26 |
|
| Transdigm Group Inc Com Delaware Stock (TDG) | 0.0 | $220k | -17% | 167.00 | 1318.02 |
|
| Quanta Services Stock (PWR) | 0.0 | $218k | NEW | 526.00 | 414.42 |
|
| Pg&e Corp Stock (PCG) | 0.0 | $218k | NEW | 14k | 15.08 |
|
| Ciena Corp Stock (CIEN) | 0.0 | $214k | NEW | 1.5k | 145.67 |
|
| Take-two Interactivesoftwre Stock (TTWO) | 0.0 | $214k | NEW | 828.00 | 258.36 |
|
| Crocs Stock (CROX) | 0.0 | $214k | +21% | 2.6k | 83.55 |
|
| Chipotle Mexican Grill Stock (CMG) | 0.0 | $212k | -21% | 5.4k | 39.19 |
|
| Synchrony Financial Stock (SYF) | 0.0 | $210k | NEW | 3.0k | 71.05 |
|
| Republic Services Stock (RSG) | 0.0 | $209k | +2% | 911.00 | 229.48 |
|
| HP Stock (HPQ) | 0.0 | $208k | NEW | 7.6k | 27.23 |
|
| Sea Ltd Sponsord Ads Adr (SE) | 0.0 | $205k | NEW | 1.1k | 178.73 |
|
| Valero Energy Corp Stock (VLO) | 0.0 | $205k | NEW | 1.2k | 170.22 |
|
| Ventas Reit (VTR) | 0.0 | $205k | NEW | 2.9k | 69.99 |
|
| Cboe Global Mkts Stock (CBOE) | 0.0 | $203k | NEW | 829.00 | 245.25 |
|
| Garmin Stock (GRMN) | 0.0 | $202k | NEW | 819.00 | 246.22 |
|
| Qfin Holdings Inc American Dep Adr (QFIN) | 0.0 | $202k | NEW | 7.0k | 28.78 |
|
| Veralto Corp Stock (VLTO) | 0.0 | $201k | NEW | 1.9k | 106.61 |
|
| Brown & Brown Stock (BRO) | 0.0 | $201k | NEW | 2.1k | 93.78 |
|
| D R Horton Stock (DHI) | 0.0 | $201k | NEW | 1.2k | 169.47 |
|
| Petroleo Brasileiro Sa Petrobras Adr (PBR) | 0.0 | $201k | NEW | 16k | 12.66 |
|
| Lloyds Tsb Group Adr (LYG) | 0.0 | $195k | NEW | 43k | 4.54 |
|
| Nu Hldgs Ltd Ord Shs Cl A Stock (NU) | 0.0 | $190k | NEW | 12k | 16.01 |
|
| Sabre Corp Stock (SABR) | 0.0 | $183k | 100k | 1.83 |
|
|
| Amcor Plc Ord Stock (AMCR) | 0.0 | $172k | -6% | 21k | 8.18 |
|
| Haleon Plc Spon Ads Adr (HLN) | 0.0 | $171k | NEW | 19k | 8.97 |
|
| Digital Turbine Stock (APPS) | 0.0 | $122k | 19k | 6.40 |
|
|
| Mizuho Financial Group Adr (MFG) | 0.0 | $121k | NEW | 18k | 6.70 |
|
| Immunitybio Stock (IBRX) | 0.0 | $111k | NEW | 45k | 2.46 |
|
| Itau Unibanco Hldg S A Spon Adr Rep P Adr (ITUB) | 0.0 | $108k | NEW | 15k | 7.34 |
|
| Adt Corp Stock (ADT) | 0.0 | $96k | NEW | 11k | 8.71 |
|
| Office Pptys Income Tr Com Shs Ben Int Reit (OPI) | 0.0 | $3.3k | NEW | 10k | 0.33 |
|
Past Filings by Legacy Financial Advisors
SEC 13F filings are viewable for Legacy Financial Advisors going back to 2017
- Legacy Financial Advisors 2025 Q3 filed Nov. 10, 2025
- Legacy Financial Advisors 2025 Q2 filed Aug. 7, 2025
- Legacy Financial Advisors 2025 Q1 filed May 14, 2025
- Legacy Financial Advisors 2024 Q4 filed Feb. 13, 2025
- Legacy Financial Advisors 2024 Q3 filed Nov. 14, 2024
- 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