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, AAPL, NVDA, and represent 24.56% of Legacy Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: NFLX, NOW, PYLD, AAPL, PG, GOOG, FI, IWF, FLMI, MU.
- Started 47 new stock positions in DG, DFCF, TEAM, AMRZ, CAG, WAB, MKTX, EXPE, BMRN, BWA.
- Reduced shares in these 10 stocks: GQI (-$7.5M), TSM, , ITOT, , HSBC, SHEL, QGRW, SONY, AstraZeneca.
- Sold out of its positions in ASX, BABA, AMT, AstraZeneca, BP, BBVA, SAN, BCS, BAX, BHP.
- Legacy Financial Advisors was a net seller of stock by $-11M.
- Legacy Financial Advisors has $723M in assets under management (AUM), dropping by -0.41%.
- Central Index Key (CIK): 0001730810
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Portfolio Holdings for Legacy Financial Advisors
Legacy Financial Advisors holds 389 positions in its portfolio as reported in the December 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) | 10.1 | $73M | 818k | 89.43 |
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| Franklin International Core Dividend Tilt Index Fund Etf (DIVI) | 4.6 | $33M | 853k | 38.89 |
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| Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) | 3.7 | $27M | -5% | 178k | 148.69 |
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| Apple Stock (AAPL) | 3.2 | $23M | +5% | 86k | 271.86 |
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| Nvidia Corp Stock (NVDA) | 3.0 | $21M | +2% | 114k | 186.50 |
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| Wisdomtree Us Value Fund Of Benef Interest Etf (WTV) | 2.9 | $21M | 223k | 93.30 |
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| Wisdomtree True Emerging Markets Fund Etf (XC) | 2.8 | $21M | 632k | 32.44 |
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| Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD) | 2.8 | $21M | +8% | 767k | 26.68 |
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| Wisdomtree U.s. Quality Growth Fund Etf (QGRW) | 2.7 | $19M | -5% | 328k | 58.67 |
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| Microsoft Stock (MSFT) | 2.4 | $17M | 35k | 483.62 |
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| Natixis Gateway Quality Income Etf Etf (GQI) | 1.8 | $13M | -36% | 230k | 57.06 |
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| Ishares Core Dividend Growth Etf Etf (DGRO) | 1.6 | $12M | -3% | 169k | 69.42 |
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| Procter & Gamble Stock (PG) | 1.6 | $12M | +9% | 82k | 143.31 |
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| Jpmorgan Municipal Etf Etf (JMUB) | 1.6 | $11M | 226k | 50.50 |
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| Amazon.com Stock (AMZN) | 1.5 | $11M | +5% | 47k | 230.82 |
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| Jpmorgan Chase & Co Stock (JPM) | 1.5 | $11M | 34k | 322.22 |
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| Google Stock (GOOGL) | 1.5 | $11M | 34k | 313.00 |
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| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 1.3 | $9.1M | +12% | 29k | 313.80 |
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| Meta Platforms Inc Cl A Stock (META) | 1.0 | $7.3M | -3% | 11k | 660.11 |
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| Tesla Motors Stock (TSLA) | 1.0 | $7.2M | 16k | 449.71 |
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| Avago Technologies Stock (AVGO) | 0.9 | $6.5M | +8% | 19k | 346.10 |
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| Vanguard Total Stk Mkt Etf (VTI) | 0.8 | $6.0M | +10% | 18k | 335.27 |
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| Vanguard Russell 1000 Growth Etf Etf (VONG) | 0.7 | $5.1M | -4% | 42k | 121.75 |
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| Ishares Core Msci Eafe Etf Etf (IEFA) | 0.7 | $5.0M | -4% | 55k | 89.46 |
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| Visa Stock (V) | 0.6 | $4.5M | -2% | 13k | 350.71 |
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| Franklin Dynamic Municipal Bond Etf Etf (FLMI) | 0.6 | $4.5M | +20% | 181k | 24.87 |
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| Ishares S&p 500 Index Etf (IVV) | 0.6 | $4.0M | 5.8k | 684.97 |
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| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.5 | $3.8M | +6% | 7.5k | 502.63 |
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| Netflix Stock (NFLX) | 0.5 | $3.8M | +884% | 40k | 93.76 |
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| Jpmorgan Ultra-short Income Etf Etf (JPST) | 0.5 | $3.7M | 74k | 50.59 |
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| Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) | 0.5 | $3.7M | -4% | 52k | 72.68 |
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| Oracle Corporation Stock (ORCL) | 0.5 | $3.7M | 19k | 194.91 |
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| Vanguard Ftse Developed Markets Etf Etf (VEA) | 0.5 | $3.5M | 56k | 62.47 |
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| State Str Spdr S&p 500 Etf Tr Tr Unit Etf (SPY) | 0.5 | $3.5M | +23% | 5.1k | 681.95 |
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| Walmart Stock (WMT) | 0.5 | $3.5M | +9% | 31k | 111.41 |
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| Eli Lilly & Co Stock (LLY) | 0.5 | $3.4M | +4% | 3.1k | 1074.59 |
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| Pnc Finl Svcs Group Stock (PNC) | 0.5 | $3.3M | -4% | 16k | 208.72 |
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| Fifth Third Bancorp Stock (FITB) | 0.5 | $3.3M | 71k | 46.81 |
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| Bank America Corp Stock (BAC) | 0.4 | $3.2M | -11% | 57k | 55.00 |
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| Salesforce Stock (CRM) | 0.4 | $3.1M | +18% | 12k | 264.92 |
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| Merck & Co Stock (MRK) | 0.4 | $3.0M | +16% | 29k | 105.26 |
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| Johnson & Johnson Stock (JNJ) | 0.4 | $3.0M | 14k | 206.96 |
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| Exxon Mobil Corp Stock (XOM) | 0.4 | $2.8M | +3% | 23k | 120.34 |
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| Palantir Technologies Inc Cl A Stock (PLTR) | 0.4 | $2.6M | 15k | 177.75 |
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| Invesco S&p 500 Quality Etf Etf (SPHQ) | 0.4 | $2.6M | +10% | 34k | 75.05 |
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| Micron Technology Stock (MU) | 0.3 | $2.4M | +44% | 8.6k | 285.41 |
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| Dimensional International Value Etf Etf (DFIV) | 0.3 | $2.4M | +2% | 47k | 49.90 |
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| Ge Aerospace Stock (GE) | 0.3 | $2.4M | 7.6k | 308.03 |
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| State Street Spdr Nuveen Ice High Yield Municipal Bond Etf Etf (HYMB) | 0.3 | $2.3M | 94k | 24.94 |
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| Capital One Financial Corp Stock (COF) | 0.3 | $2.3M | +10% | 9.7k | 242.35 |
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| Citigroup Stock (C) | 0.3 | $2.2M | -7% | 19k | 116.69 |
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| Cisco Sys Stock (CSCO) | 0.3 | $2.2M | +2% | 29k | 77.03 |
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| Hillman Solutions Corp Stock (HLMN) | 0.3 | $2.2M | 253k | 8.66 |
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| Boeing Stock (BA) | 0.3 | $2.2M | 10k | 217.13 |
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| Mastercard Stock (MA) | 0.3 | $2.2M | 3.8k | 570.88 |
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| Wells Fargo & Co Stock (WFC) | 0.3 | $2.1M | -17% | 23k | 93.20 |
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| Chevron Corp Stock (CVX) | 0.3 | $2.1M | -6% | 14k | 152.40 |
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| Ishares Tr Msci Usa Minimum Volatility Index Etf (USMV) | 0.3 | $2.1M | -9% | 22k | 94.16 |
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| Abbvie Stock (ABBV) | 0.3 | $2.1M | -3% | 9.1k | 228.48 |
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| Home Depot Stock (HD) | 0.3 | $2.0M | -8% | 5.9k | 344.11 |
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| Service Now Stock (NOW) | 0.3 | $1.9M | +1134% | 13k | 153.20 |
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| Coca Cola Stock (KO) | 0.3 | $1.9M | +2% | 27k | 69.91 |
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| Conocophillips Stock (COP) | 0.3 | $1.9M | +9% | 20k | 93.61 |
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| Shopify Inc Cl A Sub Vtg Stock (SHOP) | 0.3 | $1.9M | +4% | 12k | 160.97 |
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| Us Bancorp Del Stock (USB) | 0.3 | $1.8M | +4% | 34k | 53.36 |
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| Invesco S&p International Developed High Quality Etf Etf (IDHQ) | 0.2 | $1.7M | +5% | 49k | 35.15 |
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| Advanced Micro Devices Stock (AMD) | 0.2 | $1.7M | +5% | 7.9k | 214.16 |
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| Mcdonalds Corp Stock (MCD) | 0.2 | $1.7M | -2% | 5.5k | 305.65 |
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| Intl Business Machines Stock (IBM) | 0.2 | $1.7M | +6% | 5.7k | 296.23 |
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| Philip Morris Intl Stock (PM) | 0.2 | $1.6M | 10k | 160.40 |
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| Union Pac Corp Stock (UNP) | 0.2 | $1.6M | +2% | 7.1k | 231.32 |
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| Disney Walt Stock (DIS) | 0.2 | $1.6M | +9% | 14k | 113.77 |
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| Tjx Cos Stock (TJX) | 0.2 | $1.6M | +5% | 11k | 153.61 |
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| Snap On Stock (SNA) | 0.2 | $1.6M | -3% | 4.7k | 344.60 |
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| Qualcomm Stock (QCOM) | 0.2 | $1.6M | +33% | 9.5k | 171.04 |
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| Nike Inc Class B Stock (NKE) | 0.2 | $1.6M | 25k | 63.71 |
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| Powershares Qqq Tr Etf (QQQ) | 0.2 | $1.6M | 2.6k | 614.31 |
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| Invesco S&p Smallcap 600 Revenue Etf Etf (RWJ) | 0.2 | $1.6M | +2% | 33k | 48.72 |
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| Caterpillar Stock (CAT) | 0.2 | $1.6M | 2.8k | 572.88 |
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| Spdr Gold Etf Etf (GLD) | 0.2 | $1.5M | +2% | 3.9k | 396.28 |
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| Ge Vernova Stock (GEV) | 0.2 | $1.5M | +3% | 2.3k | 653.64 |
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| Rtx Corporation Stock (RTX) | 0.2 | $1.5M | 8.3k | 183.41 |
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| Airbnb Inc Com Cl A Stock (ABNB) | 0.2 | $1.5M | +38% | 11k | 135.72 |
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| Charles Schwab Corp Stock (SCHW) | 0.2 | $1.5M | -15% | 15k | 99.91 |
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| Goldman Sachs Group Stock (GS) | 0.2 | $1.5M | -3% | 1.7k | 878.91 |
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| Dimensional International Small Cap Value Etf Etf (DISV) | 0.2 | $1.5M | 39k | 38.00 |
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| Costco Wholesale Corp Stock (COST) | 0.2 | $1.5M | -4% | 1.7k | 862.23 |
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| Fiserv Stock (FI) | 0.2 | $1.4M | +210% | 22k | 67.17 |
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| Applied Matls Stock (AMAT) | 0.2 | $1.4M | +17% | 5.6k | 256.98 |
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| Deere & Co Stock (DE) | 0.2 | $1.4M | +23% | 3.1k | 465.56 |
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| Phillips 66 Stock (PSX) | 0.2 | $1.4M | 11k | 129.04 |
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| Intercontinental Exchange Stock (ICE) | 0.2 | $1.4M | +19% | 8.5k | 161.96 |
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| Delta Air Lines Inc Del Cmn Stock (DAL) | 0.2 | $1.4M | +17% | 20k | 69.40 |
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| Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI) | 0.2 | $1.4M | -4% | 26k | 52.41 |
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| General Motors Corp Stock (GM) | 0.2 | $1.4M | -19% | 17k | 81.32 |
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| Bristol-myers Squibb Stock (BMY) | 0.2 | $1.4M | +25% | 25k | 53.94 |
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| Vertex Pharmaceuticals In Stock (VRTX) | 0.2 | $1.3M | 3.0k | 453.29 |
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| Elevance Health Inc Formerly A Stock (ELV) | 0.2 | $1.3M | +54% | 3.8k | 350.53 |
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| Keurig Dr Pepper Stock (KDP) | 0.2 | $1.3M | +33% | 47k | 28.01 |
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| Discovery Hldg Stock (WBD) | 0.2 | $1.3M | -20% | 45k | 28.82 |
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| Columbia Em Core Ex-china Etf Etf (XCEM) | 0.2 | $1.3M | 33k | 38.36 |
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| Cintas Corp Stock (CTAS) | 0.2 | $1.3M | -3% | 6.8k | 188.07 |
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| Dimensional U.s. Targeted Value Etf Etf (DFAT) | 0.2 | $1.3M | +60% | 21k | 59.54 |
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| Kimball Electronics Stock (KE) | 0.2 | $1.3M | +19% | 45k | 27.82 |
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| Chubb Stock (CB) | 0.2 | $1.3M | +30% | 4.0k | 312.14 |
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| Iqvia Hldgs Stock (IQV) | 0.2 | $1.3M | +16% | 5.6k | 225.39 |
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| Willis Towers Watson Stock (WTW) | 0.2 | $1.3M | +16% | 3.8k | 328.61 |
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| Vanguard Tax-exempt Bond Etf Etf (VTEB) | 0.2 | $1.2M | -8% | 25k | 50.29 |
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| Lam Research Corp Stock (LRCX) | 0.2 | $1.2M | +7% | 7.2k | 171.17 |
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| Pepsico Stock (PEP) | 0.2 | $1.2M | +10% | 8.5k | 143.52 |
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| Corteva Stock (CTVA) | 0.2 | $1.2M | +74% | 18k | 67.03 |
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| Thermo Fisher Scientific Stock (TMO) | 0.2 | $1.2M | +12% | 2.1k | 579.34 |
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| Intuitive Surgical Stock (ISRG) | 0.2 | $1.2M | 2.1k | 566.47 |
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| Targa Res Corp Stock (TRGP) | 0.2 | $1.2M | +61% | 6.4k | 184.51 |
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| American Intl Group Stock (AIG) | 0.2 | $1.2M | +18% | 14k | 85.55 |
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| Abbott Labs Stock (ABT) | 0.2 | $1.1M | -15% | 9.1k | 125.29 |
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| Monster Beverage Corp Stock (MNST) | 0.2 | $1.1M | 15k | 76.67 |
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| Invesco S&p Midcap Quality Etf Etf (XMHQ) | 0.2 | $1.1M | +8% | 11k | 102.42 |
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| Vanguard Mega Cap Growth Etf Etf (MGK) | 0.2 | $1.1M | 2.7k | 412.73 |
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| Ge Healthcare Technologies Stock (GEHC) | 0.2 | $1.1M | +15% | 13k | 82.02 |
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| Regeneron Pharmaceuticals Stock (REGN) | 0.1 | $1.1M | +13% | 1.4k | 771.77 |
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| Ally Finl Stock (ALLY) | 0.1 | $1.1M | +14% | 24k | 45.29 |
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| Motorola Solutions Stock (MSI) | 0.1 | $1.1M | 2.8k | 383.36 |
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| Intuit Stock (INTU) | 0.1 | $1.1M | 1.6k | 662.52 |
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| Autodesk Stock (ADSK) | 0.1 | $1.1M | -2% | 3.6k | 295.97 |
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| Marathon Pete Corp Stock (MPC) | 0.1 | $1.0M | -12% | 6.4k | 162.63 |
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| First Ctzns Bancshares Inc Del Cl A Stock (FCNCA) | 0.1 | $1.0M | +11% | 475.00 | 2146.23 |
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| Amgen Stock (AMGN) | 0.1 | $1.0M | -4% | 3.1k | 327.31 |
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| American Express Stock (AXP) | 0.1 | $996k | -8% | 2.7k | 369.99 |
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| Truist Finl Corp Stock (TFC) | 0.1 | $994k | -3% | 20k | 49.21 |
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| Starbucks Corp Stock (SBUX) | 0.1 | $985k | +7% | 12k | 84.21 |
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| Nasdaq Stk Mkt Stock (NDAQ) | 0.1 | $950k | +6% | 9.8k | 97.13 |
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| Morgan Stanley Stock (MS) | 0.1 | $948k | -13% | 5.3k | 177.52 |
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| Royal Bank Of Canada Stock (RY) | 0.1 | $943k | +14% | 5.5k | 170.50 |
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| Analog Devices Stock (ADI) | 0.1 | $940k | -8% | 3.5k | 271.24 |
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| Dover Corp Stock (DOV) | 0.1 | $891k | 4.6k | 195.24 |
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| Invesco International Dividend Achievers Etf Etf (PID) | 0.1 | $889k | 40k | 22.00 |
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| Allstate Corp Stock (ALL) | 0.1 | $881k | 4.2k | 208.16 |
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| Comcast Corp New Cl A Stock (CMCSA) | 0.1 | $872k | -15% | 29k | 29.89 |
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| Equifax Stock (EFX) | 0.1 | $871k | +23% | 4.0k | 217.00 |
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| Reinsurance Grp Of America Stock (RGA) | 0.1 | $870k | +15% | 4.3k | 203.48 |
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| Zimmer Hldgs Stock (ZBH) | 0.1 | $864k | +109% | 9.6k | 89.92 |
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| Nextera Energy Stock (NEE) | 0.1 | $852k | -5% | 11k | 80.28 |
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| Eaton Corp Stock (ETN) | 0.1 | $851k | -9% | 2.7k | 318.55 |
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| Duke Energy Corp Stock (DUK) | 0.1 | $850k | 7.2k | 117.22 |
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| Lululemon Athletica Stock (LULU) | 0.1 | $845k | +97% | 4.1k | 207.79 |
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| Booking Holdings Stock (BKNG) | 0.1 | $840k | +17% | 157.00 | 5351.71 |
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| Ishares Russell 1000 Growth Etf Etf (IWF) | 0.1 | $838k | NEW | 1.8k | 473.27 |
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| Linde Stock (LIN) | 0.1 | $819k | -20% | 1.9k | 426.45 |
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| Pfizer Stock (PFE) | 0.1 | $814k | +2% | 33k | 24.90 |
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| Automatic Data Processing Stock (ADP) | 0.1 | $814k | -15% | 3.2k | 257.23 |
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| Lowes Cos Stock (LOW) | 0.1 | $810k | -7% | 3.4k | 241.13 |
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| Palo Alto Networks Stock (PANW) | 0.1 | $809k | +38% | 4.4k | 184.20 |
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| Xcel Energy Stock (XEL) | 0.1 | $807k | -3% | 11k | 73.86 |
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| Intel Corp Stock (INTC) | 0.1 | $806k | +3% | 22k | 36.90 |
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| Parker-hannifin Corp Stock (PH) | 0.1 | $805k | -7% | 916.00 | 879.22 |
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| Chicago Mercantile Hldgs Stock (CME) | 0.1 | $803k | -9% | 2.9k | 273.08 |
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| Ishares Core S&p U.s. Growth Etf Etf (IUSG) | 0.1 | $799k | 4.8k | 167.94 |
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| Newmont Corp Stock (NEM) | 0.1 | $794k | +68% | 8.0k | 99.85 |
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| Verizon Communications Stock (VZ) | 0.1 | $790k | -10% | 19k | 40.73 |
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| At&t Stock (T) | 0.1 | $788k | -18% | 32k | 24.84 |
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| Unitedhealth Group Stock (UNH) | 0.1 | $766k | -34% | 2.3k | 330.07 |
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| Cbre Group Inc A Stock (CBRE) | 0.1 | $758k | -8% | 4.7k | 160.78 |
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| Texas Instrs Stock (TXN) | 0.1 | $755k | -28% | 4.4k | 173.51 |
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| General Dynamics Corp Stock (GD) | 0.1 | $751k | -4% | 2.2k | 336.60 |
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| Uber Technologies Stock (UBER) | 0.1 | $750k | +4% | 9.2k | 81.71 |
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| O Reilly Automotive Stock (ORLY) | 0.1 | $746k | +6% | 8.2k | 91.21 |
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| Eog Resources Stock (EOG) | 0.1 | $742k | -4% | 7.1k | 105.00 |
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| Aercap Holdings N V Stock (AER) | 0.1 | $740k | NEW | 5.1k | 143.76 |
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| Macys Stock (M) | 0.1 | $738k | +2% | 34k | 22.05 |
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| Zoom Communications Inc Cl A Stock (ZM) | 0.1 | $723k | +65% | 8.4k | 86.29 |
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| Blackrock Stock (BLK) | 0.1 | $718k | -4% | 671.00 | 1070.36 |
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| S&p Global Stock (SPGI) | 0.1 | $717k | +2% | 1.4k | 522.70 |
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| Te Connectivity Stock (TEL) | 0.1 | $711k | -20% | 3.1k | 227.48 |
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| Enbridge Stock (ENB) | 0.1 | $707k | -23% | 15k | 47.83 |
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| Progressive Corp Stock (PGR) | 0.1 | $700k | -6% | 3.1k | 227.74 |
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| Global Payments Stock (GPN) | 0.1 | $699k | +18% | 9.0k | 77.40 |
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| State Str Corp Stock (STT) | 0.1 | $697k | -28% | 5.4k | 129.01 |
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| Carlyle Group Stock (CG) | 0.1 | $691k | +12% | 12k | 59.11 |
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| Kla-tencor Corp Stock (KLAC) | 0.1 | $689k | -5% | 567.00 | 1215.75 |
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| Agnico Eagle Mines Stock (AEM) | 0.1 | $678k | +2% | 4.0k | 169.53 |
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| Medtronic Stock (MDT) | 0.1 | $675k | -9% | 7.0k | 96.06 |
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| Adobe Sys Stock (ADBE) | 0.1 | $674k | +4% | 1.9k | 349.94 |
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| Ishares Aggregate Bond Etf Etf (AGG) | 0.1 | $673k | NEW | 6.7k | 99.88 |
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| Fedex Corp Stock (FDX) | 0.1 | $672k | +39% | 2.3k | 288.87 |
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| Mckesson Corp Stock (MCK) | 0.1 | $669k | +13% | 816.00 | 819.83 |
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| Thor Inds Stock (THO) | 0.1 | $648k | +12% | 6.3k | 102.66 |
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| Paypal Hldgs Stock (PYPL) | 0.1 | $636k | +39% | 11k | 58.38 |
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| Ford Motor Company Stock (F) | 0.1 | $635k | +2% | 48k | 13.12 |
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| Cleanspark Stock (CLSK) | 0.1 | $634k | 63k | 10.12 |
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| Ubs Ag New F Stock (UBS) | 0.1 | $629k | 14k | 46.31 |
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| Nuveen Esg Large-cap Value Etf Etf (NULV) | 0.1 | $627k | -2% | 14k | 45.05 |
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| Amrize Stock (AMRZ) | 0.1 | $626k | NEW | 12k | 54.08 |
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| Huntington Bancshares Stock (HBAN) | 0.1 | $616k | +3% | 36k | 17.35 |
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| Royal Carribbean Cruises Stock (RCL) | 0.1 | $609k | -2% | 2.2k | 278.89 |
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| Honeywell Intl Stock (HON) | 0.1 | $603k | -4% | 3.1k | 195.08 |
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| Accenture Ltd Bermuda Cl A Stock (ACN) | 0.1 | $602k | +14% | 2.2k | 268.28 |
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| Vanguard Short-term Bond Etf Etf (BSV) | 0.1 | $602k | NEW | 7.6k | 78.81 |
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| Gilead Sciences Stock (GILD) | 0.1 | $595k | 4.8k | 122.75 |
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| Ishares Silver Trust Etf Etf (SLV) | 0.1 | $591k | +11% | 9.2k | 64.42 |
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| United Parcel Service Stock (UPS) | 0.1 | $575k | +7% | 5.8k | 99.20 |
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| M & T Bk Corp Stock (MTB) | 0.1 | $561k | 2.8k | 201.49 |
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| Danaher Corp Stock (DHR) | 0.1 | $559k | +36% | 2.4k | 228.95 |
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| Expedia Inc Del Stock (EXPE) | 0.1 | $551k | NEW | 1.9k | 283.31 |
|
| Yum! Brands Stock (YUM) | 0.1 | $550k | -7% | 3.6k | 151.27 |
|
| Ishares Dj Us Technology Etf (IYW) | 0.1 | $547k | 2.7k | 199.68 |
|
|
| Cleveland-cliffs Stock (CLF) | 0.1 | $546k | 41k | 13.28 |
|
|
| Altria Group Stock (MO) | 0.1 | $546k | -8% | 9.5k | 57.66 |
|
| Dominion Resources Stock (D) | 0.1 | $542k | -10% | 9.3k | 58.59 |
|
| Marriott Intl Stock (MAR) | 0.1 | $536k | +3% | 1.7k | 310.18 |
|
| Freeport Mcmoran Copper Stock (FCX) | 0.1 | $534k | +48% | 11k | 50.79 |
|
| Bank Of Montreal Stock (BMO) | 0.1 | $532k | +27% | 4.1k | 129.79 |
|
| Amphenol Corp Cl A Stock (APH) | 0.1 | $532k | +10% | 3.9k | 135.12 |
|
| Vanguard S&p 500 Etf Etf (VOO) | 0.1 | $522k | 832.00 | 627.07 |
|
|
| Dimensional Us Marketwide Value Etf Etf (DFUV) | 0.1 | $503k | +88% | 11k | 46.59 |
|
| Illumina Stock (ILMN) | 0.1 | $500k | +33% | 3.8k | 131.16 |
|
| Charter Communications Inc New Cl A Stock (CHTR) | 0.1 | $499k | +18% | 2.4k | 208.75 |
|
| Trane Technologies Stock (TT) | 0.1 | $497k | 1.3k | 389.34 |
|
|
| Lockheed Martin Corp Stock (LMT) | 0.1 | $484k | +21% | 1.0k | 483.90 |
|
| Moodys Corp Stock (MCO) | 0.1 | $482k | -3% | 944.00 | 510.84 |
|
| Totalenergies Se Act Stock (TTE) | 0.1 | $482k | NEW | 7.4k | 65.42 |
|
| Arista Networks Stock (ANET) | 0.1 | $482k | +5% | 3.7k | 131.01 |
|
| Masco Corp Stock (MAS) | 0.1 | $479k | +20% | 7.6k | 63.46 |
|
| Target Corp Stock (TGT) | 0.1 | $478k | +26% | 4.9k | 97.76 |
|
| Constellation Energy Corp Stock (CEG) | 0.1 | $478k | +18% | 1.4k | 353.23 |
|
| Bank New York Mellon Corp Stock (BK) | 0.1 | $477k | -46% | 4.1k | 116.10 |
|
| Centene Corp Del Stock (CNC) | 0.1 | $477k | NEW | 12k | 41.15 |
|
| Aon Corp Stock (AON) | 0.1 | $475k | +31% | 1.3k | 352.92 |
|
| T-mobile Us Stock (TMUS) | 0.1 | $474k | +7% | 2.3k | 203.01 |
|
| Kroger Stock (KR) | 0.1 | $474k | -6% | 7.6k | 62.48 |
|
| Boston Scientific Corp Stock (BSX) | 0.1 | $473k | -13% | 5.0k | 95.36 |
|
| Pg&e Corp Stock (PCG) | 0.1 | $470k | +102% | 29k | 16.07 |
|
| Toronto Dominion Bank Stock (TD) | 0.1 | $469k | -2% | 5.0k | 94.20 |
|
| American Airls Group Stock (AAL) | 0.1 | $466k | -2% | 30k | 15.33 |
|
| Cummins Stock (CMI) | 0.1 | $461k | +22% | 904.00 | 510.32 |
|
| Travelers Companies Stock (TRV) | 0.1 | $461k | 1.6k | 290.15 |
|
|
| Fidelity Wise Origin Bitcoin Fund Etf (FBTC) | 0.1 | $456k | +23% | 6.0k | 76.23 |
|
| Fortune Brands Innovations Stock (FBIN) | 0.1 | $453k | +13% | 9.0k | 50.02 |
|
| 3M Stock (MMM) | 0.1 | $448k | +11% | 2.8k | 160.10 |
|
| Atlassian Corporation Cl A Stock (TEAM) | 0.1 | $447k | NEW | 2.8k | 162.14 |
|
| HP Stock (HPQ) | 0.1 | $447k | +162% | 20k | 22.28 |
|
| Dell Technologies Inc Cl C Stock (DELL) | 0.1 | $446k | -7% | 3.5k | 125.89 |
|
| Cdw Corp Stock (CDW) | 0.1 | $436k | NEW | 3.2k | 136.20 |
|
| Southern Stock (SO) | 0.1 | $435k | -13% | 5.0k | 87.20 |
|
| Ishares Core S&p Mid Cap Etf Etf (IJH) | 0.1 | $430k | +8% | 6.5k | 66.00 |
|
| Canadian Pacific Kansas City Stock (CP) | 0.1 | $429k | +65% | 5.8k | 73.63 |
|
| Stryker Corp Stock (SYK) | 0.1 | $425k | -18% | 1.2k | 351.47 |
|
| Synopsys Stock (SNPS) | 0.1 | $424k | 903.00 | 469.93 |
|
|
| Expeditors Intl Wash Stock (EXPD) | 0.1 | $424k | -3% | 2.8k | 149.01 |
|
| Cadence Design System Stock (CDNS) | 0.1 | $422k | 1.4k | 312.48 |
|
|
| Chipotle Mexican Grill Stock (CMG) | 0.1 | $418k | +109% | 11k | 37.00 |
|
| Genuine Parts Stock (GPC) | 0.1 | $415k | +9% | 3.4k | 122.97 |
|
| Vanguard Esg U.s. Stock Etf Etf (ESGV) | 0.1 | $415k | 3.4k | 120.96 |
|
|
| Cnh Indl N V Stock (CNH) | 0.1 | $413k | NEW | 45k | 9.22 |
|
| Corebridge Finl Stock (CRBG) | 0.1 | $412k | +28% | 14k | 30.17 |
|
| Hca Stock (HCA) | 0.1 | $410k | +12% | 879.00 | 466.86 |
|
| Pinnacle Finl Partners Stock (PNFP) | 0.1 | $409k | NEW | 4.3k | 95.41 |
|
| Cabot Oil & Gas Cp Stock (CTRA) | 0.1 | $407k | +33% | 16k | 26.32 |
|
| Schwab Us Dividend Equity Etf Etf (SCHD) | 0.1 | $403k | +3% | 15k | 27.43 |
|
| Sherwin Williams Stock (SHW) | 0.1 | $402k | +3% | 1.2k | 324.10 |
|
| Cencora Stock (COR) | 0.1 | $399k | -7% | 1.2k | 337.70 |
|
| Dimensional U.s. Equity Market Etf Etf (DFUS) | 0.1 | $393k | 5.3k | 74.17 |
|
|
| Comfort Sys Usa Stock (FIX) | 0.1 | $393k | NEW | 421.00 | 933.29 |
|
| Ross Stores Stock (ROST) | 0.1 | $393k | +29% | 2.2k | 180.12 |
|
| American Elec Pwr Stock (AEP) | 0.1 | $387k | +19% | 3.4k | 115.30 |
|
| Edison Intl Stock (EIX) | 0.1 | $386k | NEW | 6.4k | 60.02 |
|
| Eastman Chemical Stock (EMN) | 0.1 | $386k | NEW | 6.0k | 63.83 |
|
| Ecolab Stock (ECL) | 0.1 | $385k | +18% | 1.5k | 262.55 |
|
| Northrop Grumman Corp Stock (NOC) | 0.1 | $384k | +4% | 674.00 | 569.96 |
|
| Jb Hunt Transport Services Stock (JBHT) | 0.1 | $383k | NEW | 2.0k | 194.34 |
|
| Norfolk Southern Crp Stock (NSC) | 0.1 | $383k | -16% | 1.3k | 288.74 |
|
| Cardinal Health Stock (CAH) | 0.1 | $381k | -2% | 1.9k | 205.48 |
|
| Constellation Brands Inc Cl A Stock (STZ) | 0.1 | $381k | +41% | 2.8k | 137.97 |
|
| Belden Cdt Stock (BDC) | 0.1 | $376k | 3.2k | 116.55 |
|
|
| Conagra Brands Stock (CAG) | 0.1 | $376k | NEW | 22k | 17.31 |
|
| Ishares Tr Russell Midcap Index Etf (IWR) | 0.1 | $374k | -9% | 3.9k | 96.27 |
|
| Barrick Gold Corp F Stock (B) | 0.1 | $373k | +3% | 8.6k | 43.55 |
|
| Brookfield Corp Cl A Ltd Vt Sh Stock (BN) | 0.1 | $373k | -6% | 8.1k | 45.89 |
|
| Waste Management Stock (WM) | 0.1 | $367k | +10% | 1.7k | 219.71 |
|
| Hilton Worldwide Hldgs Stock (HLT) | 0.1 | $364k | +7% | 1.3k | 287.35 |
|
| Sei Investments Stock (SEIC) | 0.1 | $364k | -2% | 4.4k | 82.02 |
|
| Docusign Stock (DOCU) | 0.1 | $363k | 5.3k | 68.40 |
|
|
| Archer Daniels Midland Stock (ADM) | 0.1 | $363k | 6.3k | 57.49 |
|
|
| Air Prods & Chems Stock (APD) | 0.1 | $363k | -37% | 1.5k | 247.10 |
|
| Ciena Corp Stock (CIEN) | 0.1 | $362k | +5% | 1.5k | 233.87 |
|
| Global X Artificial Intelligence & Technology Etf Etf (AIQ) | 0.0 | $361k | -7% | 7.1k | 50.86 |
|
| RH Stock (RH) | 0.0 | $358k | 2.0k | 179.15 |
|
|
| Huntington Ingalls Inds Stock (HII) | 0.0 | $355k | NEW | 1.0k | 340.07 |
|
| Nuveen Esg Large-cap Growth Etf Etf (NULG) | 0.0 | $355k | 3.6k | 97.80 |
|
|
| Seagate Technology Stock (STX) | 0.0 | $355k | -11% | 1.3k | 275.39 |
|
| Global X Robotics & Artificial Intelligence Etf Etf (BOTZ) | 0.0 | $354k | -8% | 9.8k | 36.23 |
|
| Firstenergy Corp Stock (FE) | 0.0 | $348k | 7.8k | 44.77 |
|
|
| Vanguard Mid Cap Etf (VO) | 0.0 | $345k | +13% | 1.2k | 290.18 |
|
| Steris Plc Shs Usd Stock (STE) | 0.0 | $344k | +19% | 1.4k | 253.45 |
|
| Norwegian Cruise Line Hldgs Ltd Shs Isin#bmg667211 Stock (NCLH) | 0.0 | $343k | 15k | 22.32 |
|
|
| C H Robinson Worldwide Stock (CHRW) | 0.0 | $339k | -3% | 2.1k | 160.73 |
|
| Electronics Arts Stock (EA) | 0.0 | $335k | +17% | 1.6k | 204.35 |
|
| Global X Fintech Etf Etf (FINX) | 0.0 | $334k | +28% | 11k | 29.43 |
|
| Natera Stock (NTRA) | 0.0 | $330k | NEW | 1.4k | 229.09 |
|
| Apa Corporation Stock (APA) | 0.0 | $330k | -45% | 14k | 24.46 |
|
| First Finl Bancorp Oh Stock (FFBC) | 0.0 | $329k | 13k | 25.02 |
|
|
| Synovus Finl Corp Stock (SNV) | 0.0 | $329k | +13% | 6.6k | 50.05 |
|
| Factset Resh Sys Stock (FDS) | 0.0 | $328k | +41% | 1.1k | 290.27 |
|
| Bank Of Nova Scotia Cmn Stock (BNS) | 0.0 | $326k | +27% | 4.4k | 73.69 |
|
| Crowdstrike Hldgs Inc Cl A Stock (CRWD) | 0.0 | $323k | +18% | 690.00 | 468.67 |
|
| Vanguard Growth Etf Etf (VUG) | 0.0 | $319k | NEW | 654.00 | 487.86 |
|
| Emerson Elec Stock (EMR) | 0.0 | $315k | -7% | 2.4k | 132.74 |
|
| Deutsche Bank A G Namen Akt Stock (DB) | 0.0 | $313k | -3% | 8.1k | 38.56 |
|
| Ameriprise Finl Stock (AMP) | 0.0 | $308k | +7% | 628.00 | 490.01 |
|
| Marsh & Mclennan Cos Stock | 0.0 | $308k | -21% | 1.7k | 185.50 |
|
| Csx Corp Stock (CSX) | 0.0 | $308k | +3% | 8.5k | 36.25 |
|
| Consolidated Edison Stock (ED) | 0.0 | $306k | -11% | 3.1k | 99.31 |
|
| Nuveen Esg High Yield Corporate Bond Etf Etf (NUHY) | 0.0 | $304k | +9% | 14k | 21.59 |
|
| Tenet Healthcare Corp Stock (THC) | 0.0 | $303k | +38% | 1.5k | 198.72 |
|
| Ishares Russell 3000 Etf Etf (IWV) | 0.0 | $300k | -8% | 775.00 | 386.85 |
|
| Dimensional Global Sustainability Fixed Income Etf Etf (DFSB) | 0.0 | $294k | +20% | 5.7k | 51.80 |
|
| Dollar Gen Corp Stock (DG) | 0.0 | $293k | NEW | 2.2k | 132.75 |
|
| Mueller Inds Stock (MLI) | 0.0 | $292k | NEW | 2.5k | 114.78 |
|
| Williams Cos Stock (WMB) | 0.0 | $290k | +2% | 4.8k | 60.11 |
|
| Medpace Hldgs Stock (MEDP) | 0.0 | $290k | NEW | 516.00 | 561.31 |
|
| Howmet Aerospace Stock (HWM) | 0.0 | $288k | 1.4k | 205.05 |
|
|
| Public Svc Enterprise Grp Stock (PEG) | 0.0 | $288k | -12% | 3.6k | 80.30 |
|
| Vanguard Index Fds Mid-cap Value Index Viper Shs Etf Etf (VOE) | 0.0 | $287k | 1.6k | 177.35 |
|
|
| Aflac Stock (AFL) | 0.0 | $283k | -2% | 2.6k | 110.27 |
|
| Take-two Interactivesoftwre Stock (TTWO) | 0.0 | $280k | +32% | 1.1k | 256.03 |
|
| Eqt Corp Stock (EQT) | 0.0 | $280k | +18% | 5.2k | 53.60 |
|
| Verisign Stock (VRSN) | 0.0 | $280k | +5% | 1.2k | 242.95 |
|
| Ishares Russell 1000 Value Etf Etf (IWD) | 0.0 | $275k | NEW | 1.3k | 210.34 |
|
| Ishares S&p Smallcap 600 Etf Etf (IJR) | 0.0 | $275k | -4% | 2.3k | 120.18 |
|
| Columbia International Equity Income Etf Etf (INEQ) | 0.0 | $273k | -4% | 7.3k | 37.27 |
|
| Cincinnati Finl Corp Stock (CINF) | 0.0 | $272k | 1.7k | 163.32 |
|
|
| Quest Diagnostics Stock (DGX) | 0.0 | $272k | -9% | 1.6k | 173.56 |
|
| The Cigna Group Stock (CI) | 0.0 | $268k | -33% | 975.00 | 275.22 |
|
| Cvs Health Corp Stock (CVS) | 0.0 | $268k | -19% | 3.4k | 79.37 |
|
| Defiance Quantum Etf Etf (QTUM) | 0.0 | $267k | NEW | 2.4k | 109.66 |
|
| Las Vegas Sands Corp Stock (LVS) | 0.0 | $267k | NEW | 4.1k | 65.09 |
|
| United Rentals Stock (URI) | 0.0 | $260k | +3% | 322.00 | 808.52 |
|
| Synchrony Financial Stock (SYF) | 0.0 | $259k | +5% | 3.1k | 83.43 |
|
| Waste Connections Stock (WCN) | 0.0 | $259k | +12% | 1.5k | 175.37 |
|
| Centerpoint Energy Stock (CNP) | 0.0 | $257k | 6.7k | 38.34 |
|
|
| Global X Cloud Computing Etf Etf (CLOU) | 0.0 | $257k | +19% | 11k | 22.62 |
|
| Slb Limited Com Stk Stock (SLB) | 0.0 | $256k | NEW | 6.7k | 38.38 |
|
| Kinder Morgan Stock (KMI) | 0.0 | $255k | -23% | 9.3k | 27.49 |
|
| Ameren Corp Stock (AEE) | 0.0 | $255k | -2% | 2.6k | 99.86 |
|
| Dow Stock (DOW) | 0.0 | $254k | -64% | 11k | 23.38 |
|
| Western Digital Corp Stock (WDC) | 0.0 | $253k | NEW | 1.5k | 172.27 |
|
| Nrg Energy Stock (NRG) | 0.0 | $252k | +3% | 1.6k | 159.25 |
|
| Vanguard Mid Cap Growth Etf Etf (VOT) | 0.0 | $252k | NEW | 901.00 | 279.14 |
|
| Incyte Corp Stock (INCY) | 0.0 | $250k | NEW | 2.5k | 98.77 |
|
| Applovin Corp Com Cl A Stock (APP) | 0.0 | $248k | NEW | 369.00 | 673.04 |
|
| Msci Stock (MSCI) | 0.0 | $246k | NEW | 428.00 | 574.08 |
|
| Block Inc Cl A Stock (XYZ) | 0.0 | $246k | -4% | 3.8k | 65.08 |
|
| Oneok Stock (OKE) | 0.0 | $242k | 3.3k | 73.50 |
|
|
| Hartford Finl Svcs Group Stock (HIG) | 0.0 | $241k | +2% | 1.7k | 137.82 |
|
| Entergy Corp Stock (ETR) | 0.0 | $240k | -22% | 2.6k | 92.44 |
|
| Hewlett Packard Enterprise Stock (HPE) | 0.0 | $237k | -9% | 9.9k | 24.02 |
|
| Nu Hldgs Ltd Ord Shs Cl A Stock (NU) | 0.0 | $235k | +18% | 14k | 16.74 |
|
| Quanta Services Stock (PWR) | 0.0 | $233k | +5% | 553.00 | 421.98 |
|
| Wabtec Stock (WAB) | 0.0 | $233k | NEW | 1.1k | 213.43 |
|
| Elastic N V Ord Stock (ESTC) | 0.0 | $232k | NEW | 3.1k | 75.44 |
|
| Marketaxess Holdings Stock (MKTX) | 0.0 | $228k | NEW | 1.3k | 181.25 |
|
| Neurocrine Biosciences Stock (NBIX) | 0.0 | $227k | NEW | 1.6k | 141.83 |
|
| Autozone Inc Nev Stock (AZO) | 0.0 | $225k | -31% | 66.00 | 3404.35 |
|
| Canadian Natural Resources Stock (CNQ) | 0.0 | $224k | NEW | 6.6k | 33.85 |
|
| Baker Hughes Stock (BKR) | 0.0 | $224k | +7% | 4.9k | 45.54 |
|
| Nxp Semiconductors Nv Stock (NXPI) | 0.0 | $224k | -18% | 1.0k | 216.98 |
|
| Exelixis Stock (EXEL) | 0.0 | $223k | NEW | 5.1k | 43.83 |
|
| Tyson Foods Inc Cl A Stock (TSN) | 0.0 | $223k | NEW | 3.8k | 58.62 |
|
| Biomarin Pharmaceutical Stock (BMRN) | 0.0 | $222k | NEW | 3.7k | 59.43 |
|
| Roper Technologies Stock (ROP) | 0.0 | $222k | +11% | 498.00 | 445.16 |
|
| Transdigm Group Inc Com Delaware Stock (TDG) | 0.0 | $222k | 167.00 | 1326.98 |
|
|
| Doordash Inc Cl A Stock (DASH) | 0.0 | $221k | -17% | 974.00 | 226.59 |
|
| Whirlpool Corp Stock (WHR) | 0.0 | $219k | 3.0k | 72.14 |
|
|
| Workday Stock (WDAY) | 0.0 | $219k | -8% | 1.0k | 214.80 |
|
| Fortinet Stock (FTNT) | 0.0 | $217k | NEW | 2.7k | 79.42 |
|
| Turning Pt Brands Stock (TPB) | 0.0 | $217k | NEW | 2.0k | 108.40 |
|
| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.0 | $213k | -45% | 4.0k | 53.84 |
|
| Gallagher Arthur J &co Stock (AJG) | 0.0 | $213k | -23% | 821.00 | 258.82 |
|
| Technipfmc Stock (FTI) | 0.0 | $211k | NEW | 4.7k | 44.56 |
|
| Cboe Global Mkts Stock (CBOE) | 0.0 | $211k | 840.00 | 251.00 |
|
|
| Dimensional Core Fixed Income Etf Etf (DFCF) | 0.0 | $209k | NEW | 4.9k | 42.56 |
|
| Manulife Finl Corp Stock (MFC) | 0.0 | $208k | NEW | 5.7k | 36.28 |
|
| Borg Warner Automotive Stock (BWA) | 0.0 | $202k | NEW | 4.5k | 45.06 |
|
| Valero Energy Corp Stock (VLO) | 0.0 | $202k | +2% | 1.2k | 162.84 |
|
| Optical Cable Corp Stock (OCC) | 0.0 | $193k | -83% | 43k | 4.45 |
|
| Adt Corp Stock (ADT) | 0.0 | $181k | +104% | 22k | 8.07 |
|
| Immunitybio Stock (IBRX) | 0.0 | $152k | +69% | 77k | 1.98 |
|
| Viatris Stock (VTRS) | 0.0 | $137k | NEW | 11k | 12.45 |
|
| Digital Turbine Stock (APPS) | 0.0 | $96k | 19k | 5.00 |
|
Past Filings by Legacy Financial Advisors
SEC 13F filings are viewable for Legacy Financial Advisors going back to 2017
- Legacy Financial Advisors 2025 Q4 filed Feb. 4, 2026
- 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