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 22.99% of Legacy Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: FRDM (+$21M), VFLO (+$10M), NVDA, PYLD, NFLX, MRSH, PG, ROP, RJF, ACN.
- Started 42 new stock positions in OMC, JCI, MANH, IBKR, SNDK, ITW, RJF, GBIL, IWY, CFG.
- Reduced shares in these 10 stocks: XC (-$19M), DGRW (-$8.4M), EMXC, DGRO, ITOT, GQI, USMV, IWF, SPY, AGG.
- Sold out of its positions in APA, APP, TEAM, DFCF, DASH, EXEL, EXPE, AJG, CLOU, FINX.
- Legacy Financial Advisors was a net buyer of stock by $12M.
- Legacy Financial Advisors has $715M in assets under management (AUM), dropping by -1.08%.
- Central Index Key (CIK): 0001730810
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Portfolio Holdings for Legacy Financial Advisors
Legacy Financial Advisors holds 404 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW) | 8.9 | $64M | -11% | 722k | 87.84 |
|
| Franklin International Core Dividend Tilt Index Fund Etf (DIVI) | 4.7 | $34M | 853k | 39.81 |
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| Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) | 3.4 | $24M | -4% | 169k | 142.43 |
|
| Apple Stock (AAPL) | 3.0 | $22M | 85k | 253.79 |
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| Nvidia Corp Stock (NVDA) | 3.0 | $21M | +7% | 123k | 174.40 |
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| Wisdomtree Us Value Fund Of Benef Interest Etf (WTV) | 3.0 | $21M | 226k | 94.73 |
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| Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD) | 3.0 | $21M | +6% | 814k | 26.20 |
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| Freedom 100 Emerging Markets Etf Etf (FRDM) | 3.0 | $21M | NEW | 387k | 54.65 |
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| Wisdomtree U.s. Quality Growth Fund Etf (QGRW) | 2.5 | $18M | 333k | 53.43 |
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| Microsoft Stock (MSFT) | 1.8 | $13M | 35k | 370.17 |
|
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| Procter & Gamble Stock (PG) | 1.8 | $13M | +6% | 87k | 144.44 |
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| Natixis Gateway Quality Income Etf Etf (GQI) | 1.6 | $12M | -8% | 210k | 54.85 |
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| Jpmorgan Municipal Etf Etf (JMUB) | 1.6 | $11M | 226k | 49.99 |
|
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| Victoryshares Free Cash Flow Etf Etf (VFLO) | 1.5 | $10M | NEW | 263k | 39.48 |
|
| Ishares Core Dividend Growth Etf Etf (DGRO) | 1.4 | $10M | -13% | 146k | 70.18 |
|
| Jpmorgan Chase & Co Stock (JPM) | 1.4 | $10M | 34k | 294.16 |
|
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| Google Stock (GOOGL) | 1.4 | $9.9M | 35k | 287.56 |
|
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| Amazon.com Stock (AMZN) | 1.4 | $9.7M | 47k | 208.27 |
|
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| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 1.2 | $8.4M | 29k | 286.86 |
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| Meta Platforms Inc Cl A Stock (META) | 0.9 | $6.6M | +4% | 12k | 572.15 |
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| Avago Technologies Stock (AVGO) | 0.8 | $6.0M | +2% | 19k | 309.51 |
|
| Tesla Motors Stock (TSLA) | 0.8 | $6.0M | 16k | 371.74 |
|
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| Vanguard Total Stk Mkt Etf (VTI) | 0.8 | $5.7M | 18k | 320.82 |
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| Netflix Stock (NFLX) | 0.7 | $4.9M | +26% | 51k | 96.15 |
|
| Ishares Core Msci Eafe Etf Etf (IEFA) | 0.7 | $4.7M | -6% | 52k | 90.53 |
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| Franklin Dynamic Municipal Bond Etf Etf (FLMI) | 0.7 | $4.7M | +4% | 190k | 24.79 |
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| Vanguard Russell 1000 Growth Etf Etf (VONG) | 0.6 | $4.3M | -6% | 39k | 109.69 |
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| Exxon Mobil Corp Stock (XOM) | 0.6 | $4.0M | +2% | 24k | 169.66 |
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| Visa Stock (V) | 0.6 | $4.0M | +3% | 13k | 302.25 |
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| Walmart Stock (WMT) | 0.5 | $3.9M | 32k | 124.28 |
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| Ishares S&p 500 Index Etf (IVV) | 0.5 | $3.9M | +2% | 6.0k | 653.16 |
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| Jpmorgan Ultra-short Income Etf Etf (JPST) | 0.5 | $3.8M | 75k | 50.61 |
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| Johnson & Johnson Stock (JNJ) | 0.5 | $3.7M | +5% | 15k | 244.43 |
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| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.5 | $3.7M | 7.6k | 479.18 |
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| Merck & Co Stock (MRK) | 0.5 | $3.4M | 28k | 120.29 |
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| Pnc Finl Svcs Group Stock (PNC) | 0.5 | $3.3M | 16k | 208.09 |
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| Vanguard Ftse Developed Markets Etf Etf (VEA) | 0.5 | $3.3M | -6% | 52k | 64.08 |
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| Fifth Third Bancorp Stock (FITB) | 0.5 | $3.3M | 71k | 46.46 |
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| Micron Technology Stock (MU) | 0.4 | $3.2M | +9% | 9.4k | 337.84 |
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| Oracle Corporation Stock (ORCL) | 0.4 | $3.0M | +6% | 20k | 147.11 |
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| Chevron Corporation Stock (CVX) | 0.4 | $2.9M | +2% | 14k | 206.90 |
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| Eli Lilly & Co Stock (LLY) | 0.4 | $2.9M | 3.2k | 919.70 |
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| Invesco S&p 500 Quality Etf Etf (SPHQ) | 0.4 | $2.9M | +13% | 39k | 75.19 |
|
| Bank Of Amer Corp Stock (BAC) | 0.4 | $2.7M | -4% | 55k | 48.75 |
|
| State Street Spdr S&p 500 Etf Etf (SPY) | 0.4 | $2.6M | -20% | 4.0k | 650.30 |
|
| Dimensional International Value Etf Etf (DFIV) | 0.4 | $2.6M | +4% | 49k | 52.78 |
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| Cisco Sys Stock (CSCO) | 0.3 | $2.5M | +12% | 32k | 77.59 |
|
| Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) | 0.3 | $2.4M | -41% | 30k | 78.66 |
|
| Conocophillips Stock (COP) | 0.3 | $2.4M | -11% | 18k | 132.00 |
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| State Street Spdr Nuveen Ice High Yield Municipal Bond Etf Etf (HYMB) | 0.3 | $2.3M | 93k | 24.80 |
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| Applied Matls Stock (AMAT) | 0.3 | $2.3M | +19% | 6.7k | 341.81 |
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| Ge Aerospace Stock (GE) | 0.3 | $2.3M | +5% | 8.0k | 283.77 |
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| Ge Vernova Stock (GEV) | 0.3 | $2.2M | +8% | 2.5k | 873.00 |
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| Citigroup Stock (C) | 0.3 | $2.2M | 19k | 113.41 |
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| Palantir Technologies Inc Cl A Stock (PLTR) | 0.3 | $2.1M | 15k | 146.28 |
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| Salesforce Stock (CRM) | 0.3 | $2.1M | -3% | 11k | 186.68 |
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| Coca Cola Stock (KO) | 0.3 | $2.1M | +2% | 28k | 76.05 |
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| Hillman Solutions Corp Stock (HLMN) | 0.3 | $2.1M | 253k | 8.32 |
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| Boeing Stock (BA) | 0.3 | $2.0M | 10k | 199.03 |
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| Caterpillar Stock (CAT) | 0.3 | $2.0M | 2.8k | 708.48 |
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| Abbvie Stock (ABBV) | 0.3 | $2.0M | 9.1k | 217.48 |
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| Advanced Micro Devices Stock (AMD) | 0.3 | $2.0M | +21% | 9.7k | 203.43 |
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| Lam Research Corp Stock (LRCX) | 0.3 | $2.0M | +28% | 9.2k | 213.65 |
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| Home Depot Stock (HD) | 0.3 | $1.9M | 5.8k | 328.90 |
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| Costco Wholesale Corp Stock (COST) | 0.3 | $1.9M | +12% | 1.9k | 996.33 |
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| Mastercard Stock (MA) | 0.3 | $1.9M | 3.8k | 499.66 |
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| Us Bancorp Stock (USB) | 0.3 | $1.9M | +5% | 36k | 52.01 |
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| Invesco S&p International Developed High Quality Etf Etf (IDHQ) | 0.3 | $1.8M | +6% | 52k | 35.37 |
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| Invesco S&p Smallcap 600 Revenue Etf Etf (RWJ) | 0.3 | $1.8M | +9% | 36k | 50.48 |
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| Mcdonalds Corp Stock (MCD) | 0.3 | $1.8M | +5% | 5.8k | 310.81 |
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| Tjx Cos Stock (TJX) | 0.2 | $1.8M | +5% | 11k | 159.70 |
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| Union Pac Corp Stock (UNP) | 0.2 | $1.8M | +3% | 7.3k | 242.62 |
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| Wells Fargo & Co Stock (WFC) | 0.2 | $1.7M | -3% | 22k | 79.61 |
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| Snap On Stock (SNA) | 0.2 | $1.7M | 4.7k | 363.22 |
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| Airbnb Inc Com Cl A Stock (ABNB) | 0.2 | $1.7M | +19% | 13k | 126.28 |
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| Spdr Gold Etf Etf (GLD) | 0.2 | $1.7M | 3.9k | 430.32 |
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| Philip Morris Intl Stock (PM) | 0.2 | $1.7M | -2% | 10k | 165.35 |
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| Dimensional International Small Cap Value Etf Etf (DISV) | 0.2 | $1.6M | +7% | 42k | 39.44 |
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| Bristol-myers Squibb Stock (BMY) | 0.2 | $1.6M | +8% | 27k | 60.65 |
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| Rtx Corporation Stock (RTX) | 0.2 | $1.6M | +2% | 8.5k | 192.91 |
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| Phillips 66 Stock (PSX) | 0.2 | $1.6M | -20% | 8.5k | 182.18 |
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| Intl Business Machines Stock (IBM) | 0.2 | $1.5M | +12% | 6.4k | 242.38 |
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| Corteva Stock (CTVA) | 0.2 | $1.5M | 18k | 83.71 |
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| Dimensional U.s. Targeted Value Etf Etf (DFAT) | 0.2 | $1.5M | +14% | 24k | 62.45 |
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| Powershares Qqq Tr Etf (QQQ) | 0.2 | $1.5M | 2.6k | 577.09 |
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| Goldman Sachs Group Stock (GS) | 0.2 | $1.5M | 1.7k | 845.93 |
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| Intercontinental Exchange Stock (ICE) | 0.2 | $1.5M | +8% | 9.3k | 157.28 |
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| Capital One Financial Corp Stock (COF) | 0.2 | $1.4M | -18% | 7.9k | 182.43 |
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| Targa Res Corp Stock (TRGP) | 0.2 | $1.4M | -12% | 5.7k | 250.71 |
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| Nike Inc Class B Stock (NKE) | 0.2 | $1.4M | +6% | 27k | 52.82 |
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| Chubb Ltd Switz Stock (CB) | 0.2 | $1.4M | +7% | 4.3k | 325.96 |
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| Vertex Pharmaceuticals In Stock (VRTX) | 0.2 | $1.4M | +5% | 3.1k | 446.47 |
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| Marathon Pete Corp Stock (MPC) | 0.2 | $1.4M | -11% | 5.7k | 244.19 |
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| Shopify Inc Cl A Sub Vtg Stock (SHOP) | 0.2 | $1.4M | -2% | 11k | 118.62 |
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| Intel Corp Stock (INTC) | 0.2 | $1.3M | +39% | 31k | 44.13 |
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| Pepsico Stock (PEP) | 0.2 | $1.3M | 8.7k | 155.29 |
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| Delta Air Lines Inc Del Cmn Stock (DAL) | 0.2 | $1.3M | 20k | 66.48 |
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| Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI) | 0.2 | $1.3M | -2% | 25k | 52.19 |
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| Fiserv Stock (FISV) | 0.2 | $1.3M | +8% | 24k | 55.80 |
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| Charles Schwab Corp Stock (SCHW) | 0.2 | $1.3M | -8% | 14k | 93.98 |
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| Analog Devices Stock (ADI) | 0.2 | $1.3M | +14% | 4.0k | 318.18 |
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| Invesco S&p Midcap Quality Etf Etf (XMHQ) | 0.2 | $1.3M | +13% | 12k | 103.37 |
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| Linde Stock (LIN) | 0.2 | $1.3M | +31% | 2.5k | 495.82 |
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| Motorola Solutions Stock (MSI) | 0.2 | $1.2M | +3% | 2.9k | 434.02 |
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| Disney Walt Stock (DIS) | 0.2 | $1.2M | -10% | 13k | 96.38 |
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| Verizon Communications Stock (VZ) | 0.2 | $1.2M | +27% | 25k | 50.20 |
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| Regeneron Pharmaceuticals Stock (REGN) | 0.2 | $1.2M | +12% | 1.6k | 772.56 |
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| Amgen Stock (AMGN) | 0.2 | $1.2M | +8% | 3.4k | 351.85 |
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| Starbucks Corp Stock (SBUX) | 0.2 | $1.2M | +11% | 13k | 89.59 |
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| Keurig Dr Pepper Stock (KDP) | 0.2 | $1.2M | -6% | 44k | 26.33 |
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| Cintas Corp Stock (CTAS) | 0.2 | $1.1M | 6.8k | 169.13 |
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| Willis Towers Watson Stock (WTW) | 0.2 | $1.1M | +2% | 3.9k | 290.72 |
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| Marsh & Mclennan Cos Stock (MRSH) | 0.2 | $1.1M | +294% | 6.5k | 173.44 |
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| General Motors Corp Stock (GM) | 0.2 | $1.1M | -10% | 15k | 74.50 |
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| Pfizer Stock (PFE) | 0.2 | $1.1M | +21% | 40k | 28.08 |
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| Kla-tencor Corp Stock (KLAC) | 0.2 | $1.1M | +32% | 754.00 | 1473.02 |
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| Columbia Em Core Ex-china Etf Etf (XCEM) | 0.2 | $1.1M | -18% | 27k | 40.81 |
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| Monster Beverage Corp Stock (MNST) | 0.2 | $1.1M | +3% | 15k | 72.46 |
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| Kimball Electronics Stock (KE) | 0.2 | $1.1M | 45k | 23.69 |
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| Deere & Co Stock (DE) | 0.1 | $1.1M | -38% | 1.9k | 563.30 |
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| Nextera Energy Stock (NEE) | 0.1 | $1.1M | +7% | 11k | 92.88 |
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| Vanguard Tax-exempt Bond Etf Etf (VTEB) | 0.1 | $1.0M | -14% | 21k | 49.89 |
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| Ally Finl Stock (ALLY) | 0.1 | $1.0M | +12% | 26k | 39.23 |
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| American Intl Group Stock (AIG) | 0.1 | $1.0M | 14k | 75.25 |
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| Wisdomtree True Emerging Markets Fund Etf (XC) | 0.1 | $1.0M | -94% | 33k | 31.20 |
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| At&t Stock (T) | 0.1 | $1.0M | +11% | 35k | 28.99 |
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| Ishares Tr Msci Usa Minimum Volatility Index Etf (USMV) | 0.1 | $1.0M | -50% | 11k | 92.74 |
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| Elevance Health Inc Formerly A Stock (ELV) | 0.1 | $1.0M | -8% | 3.5k | 292.74 |
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| Accenture Ltd Bermuda Cl A Stock (ACN) | 0.1 | $987k | +121% | 5.0k | 198.28 |
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| Honeywell Intl Stock (HON) | 0.1 | $976k | +39% | 4.3k | 226.03 |
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| Thermo Fisher Scientific Stock (TMO) | 0.1 | $973k | -3% | 2.0k | 491.44 |
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| Comcast Corp New Cl A Stock (CMCSA) | 0.1 | $972k | +15% | 34k | 28.71 |
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| Duke Energy Corp Stock (DUK) | 0.1 | $968k | 7.4k | 130.95 |
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| Intuitive Surgical Stock (ISRG) | 0.1 | $966k | 2.1k | 461.08 |
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| American Express Stock (AXP) | 0.1 | $960k | +17% | 3.2k | 302.44 |
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| Qualcomm Stock (QCOM) | 0.1 | $955k | -21% | 7.4k | 128.78 |
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| Morgan Stanley Stock (MS) | 0.1 | $953k | +8% | 5.8k | 164.57 |
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| Dover Corp Stock (DOV) | 0.1 | $952k | 4.6k | 208.45 |
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| Reinsurance Group Amer Stock (RGA) | 0.1 | $937k | +7% | 4.6k | 204.14 |
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| Eaton Corp Stock (ETN) | 0.1 | $930k | -2% | 2.6k | 357.72 |
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| Truist Finl Corp Stock (TFC) | 0.1 | $928k | 20k | 45.97 |
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| Texas Instrs Stock (TXN) | 0.1 | $928k | +9% | 4.8k | 194.15 |
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| Fedex Corp Stock (FDX) | 0.1 | $927k | +11% | 2.6k | 356.20 |
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| First Ctzns Bancshares Inc Del Cl A Stock (FCNCA) | 0.1 | $918k | +2% | 487.00 | 1884.71 |
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| Vanguard Mega Cap Growth Etf Etf (MGK) | 0.1 | $909k | -7% | 2.5k | 367.42 |
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| Zimmer Hldgs Stock (ZBH) | 0.1 | $897k | +3% | 9.9k | 90.42 |
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| Royal Bank Of Canada Stock (RY) | 0.1 | $894k | 5.5k | 161.79 |
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| Newmont Corp Stock (NEM) | 0.1 | $894k | +3% | 8.3k | 108.25 |
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| Vanguard Short-term Bond Etf Etf (BSV) | 0.1 | $890k | +48% | 11k | 78.41 |
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| Allstate Corp Stock (ALL) | 0.1 | $890k | 4.3k | 207.35 |
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| Adobe Sys Stock (ADBE) | 0.1 | $885k | +89% | 3.6k | 243.06 |
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| Ge Healthcare Technologies Stock (GEHC) | 0.1 | $880k | -6% | 12k | 71.18 |
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| Xcel Energy Stock (XEL) | 0.1 | $875k | 11k | 79.44 |
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| Eog Resources Stock (EOG) | 0.1 | $873k | -14% | 6.0k | 144.57 |
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| Invesco International Dividend Achievers Etf Etf (PID) | 0.1 | $857k | -4% | 39k | 22.25 |
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| Parker-hannifin Corp Stock (PH) | 0.1 | $855k | +4% | 955.00 | 895.49 |
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| Autodesk Stock (ADSK) | 0.1 | $839k | 3.5k | 239.37 |
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| Iqvia Hldgs Stock (IQV) | 0.1 | $839k | -11% | 4.9k | 170.52 |
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| Chicago Mercantile Hldgs Stock (CME) | 0.1 | $824k | -5% | 2.8k | 295.39 |
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| Lowes Cos Stock (LOW) | 0.1 | $822k | +3% | 3.5k | 236.25 |
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| Equifax Stock (EFX) | 0.1 | $806k | +11% | 4.5k | 180.09 |
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| S&p Global Stock (SPGI) | 0.1 | $805k | +37% | 1.9k | 425.40 |
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| Booking Holdings Stock (BKNG) | 0.1 | $804k | +21% | 191.00 | 4207.98 |
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| Agnico Eagle Mines Stock (AEM) | 0.1 | $773k | -4% | 3.8k | 202.98 |
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| Blackrock Stock (BLK) | 0.1 | $767k | +18% | 797.00 | 961.76 |
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| Gilead Sciences Stock (GILD) | 0.1 | $766k | +13% | 5.5k | 139.38 |
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| Nasdaq Stk Mkt Stock (NDAQ) | 0.1 | $765k | -7% | 9.0k | 84.89 |
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| Abbott Laboratories Stock (ABT) | 0.1 | $756k | -19% | 7.4k | 102.67 |
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| Lululemon Athletica Stock (LULU) | 0.1 | $743k | +19% | 4.9k | 153.09 |
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| Aercap Holdings N V Stock (AER) | 0.1 | $741k | +4% | 5.4k | 137.18 |
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| Totalenergies Se Act Stock (TTE) | 0.1 | $740k | +10% | 8.1k | 90.98 |
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| O Reilly Automotive Stock (ORLY) | 0.1 | $739k | -2% | 8.0k | 92.31 |
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| Mckesson Corp Stock (MCK) | 0.1 | $739k | +4% | 854.00 | 864.89 |
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| Ishares Core S&p U.s. Growth Etf Etf (IUSG) | 0.1 | $738k | 4.8k | 155.11 |
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| Enbridge Stock (ENB) | 0.1 | $737k | -7% | 14k | 54.14 |
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| Roper Technologies Stock (ROP) | 0.1 | $732k | +315% | 2.1k | 353.87 |
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| General Dynamics Corp Stock (GD) | 0.1 | $710k | -7% | 2.1k | 343.15 |
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| State Str Corp Stock (STT) | 0.1 | $700k | +2% | 5.5k | 126.56 |
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| Service Now Stock (NOW) | 0.1 | $699k | -47% | 6.7k | 104.56 |
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| Lockheed Martin Corp Stock (LMT) | 0.1 | $697k | +15% | 1.2k | 604.16 |
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| Global Payments Stock (GPN) | 0.1 | $692k | +13% | 10k | 67.30 |
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| Arista Networks Stock (ANET) | 0.1 | $684k | +51% | 5.6k | 122.77 |
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| Dow Hldgs Stock (DOW) | 0.1 | $669k | +47% | 16k | 41.65 |
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| Unitedhealth Group Stock (UNH) | 0.1 | $668k | +6% | 2.5k | 270.56 |
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| Royal Carribbean Cruises Stock (RCL) | 0.1 | $661k | +10% | 2.4k | 275.16 |
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| Freeport Mcmoran Copper Stock (FCX) | 0.1 | $649k | +4% | 11k | 58.78 |
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| Comfort Sys Usa Stock (FIX) | 0.1 | $648k | +11% | 470.00 | 1378.99 |
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| Intuit Stock (INTU) | 0.1 | $638k | -7% | 1.5k | 432.45 |
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| Discovery Hldg Stock (WBD) | 0.1 | $638k | -48% | 23k | 27.46 |
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| Uber Technologies Stock (UBER) | 0.1 | $630k | -4% | 8.8k | 71.93 |
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| Carlyle Group Stock (CG) | 0.1 | $629k | +11% | 13k | 48.39 |
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| Yum! Brands Stock (YUM) | 0.1 | $624k | +10% | 4.0k | 155.48 |
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| Immunitybio Stock (IBRX) | 0.1 | $619k | +5% | 81k | 7.67 |
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| Target Corp Stock (TGT) | 0.1 | $618k | +4% | 5.1k | 121.21 |
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| Pg&e Corp Stock (PCG) | 0.1 | $618k | +20% | 35k | 17.57 |
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| Altria Group Stock (MO) | 0.1 | $616k | 9.3k | 65.99 |
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| Synchrony Financial Stock (SYF) | 0.1 | $600k | +183% | 8.8k | 68.02 |
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| Edison Intl Stock (EIX) | 0.1 | $598k | +27% | 8.2k | 73.18 |
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| Marriott Intl Stock (MAR) | 0.1 | $597k | +5% | 1.8k | 327.01 |
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| Te Connectivity Stock (TEL) | 0.1 | $595k | -8% | 2.8k | 209.00 |
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| Automatic Data Processing Stock (ADP) | 0.1 | $591k | -8% | 2.9k | 203.18 |
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| Macys Stock (M) | 0.1 | $588k | -2% | 33k | 18.09 |
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| Amphenol Corp Cl A Stock (APH) | 0.1 | $585k | +17% | 4.6k | 126.34 |
|
| M & T Bk Corp Stock (MTB) | 0.1 | $578k | 2.8k | 206.73 |
|
|
| Huntington Bancshares Stock (HBAN) | 0.1 | $574k | +3% | 37k | 15.65 |
|
| T-mobile Us Stock (TMUS) | 0.1 | $571k | +16% | 2.7k | 210.00 |
|
| Ford Motor Company Stock (F) | 0.1 | $569k | 49k | 11.54 |
|
|
| Nuveen Esg Large-cap Value Etf Etf (NULV) | 0.1 | $568k | -10% | 13k | 45.50 |
|
| Amrize Stock (AMRZ) | 0.1 | $567k | -12% | 10k | 56.02 |
|
| Dominion Resources Stock (D) | 0.1 | $564k | 9.1k | 61.82 |
|
|
| United Parcel Service Stock (UPS) | 0.1 | $563k | 5.7k | 98.39 |
|
|
| Seagate Technology Stock (STX) | 0.1 | $561k | +11% | 1.4k | 391.76 |
|
| Progressive Corp Stock (PGR) | 0.1 | $561k | -7% | 2.8k | 198.25 |
|
| Western Digital Corp Stock (WDC) | 0.1 | $560k | +40% | 2.1k | 270.49 |
|
| Pinnacle Finl Partners Stock (PNFP) | 0.1 | $559k | +51% | 6.5k | 86.14 |
|
| Ishares Silver Trust Etf Etf (SLV) | 0.1 | $559k | -10% | 8.2k | 68.14 |
|
| Schwab Us Dividend Equity Etf Etf (SCHD) | 0.1 | $558k | +23% | 18k | 30.68 |
|
| Cbre Group Inc A Stock (CBRE) | 0.1 | $556k | -12% | 4.1k | 135.45 |
|
| Ubs Ag New F Stock (UBS) | 0.1 | $556k | +4% | 14k | 39.07 |
|
| Travelers Companies Stock (TRV) | 0.1 | $556k | +19% | 1.9k | 291.76 |
|
| Trane Technologies Stock (TT) | 0.1 | $555k | +4% | 1.3k | 416.88 |
|
| Southern Stock (SO) | 0.1 | $553k | +14% | 5.7k | 96.51 |
|
| Palo Alto Networks Stock (PANW) | 0.1 | $553k | -21% | 3.4k | 160.32 |
|
| Raymond James Finl Stock (RJF) | 0.1 | $548k | NEW | 3.8k | 144.79 |
|
| Ross Stores Stock (ROST) | 0.1 | $548k | +16% | 2.5k | 216.61 |
|
| Kroger Stock (KR) | 0.1 | $547k | 7.6k | 72.36 |
|
|
| Canadian Pacific Kansas City Stock (CP) | 0.1 | $543k | +18% | 6.9k | 78.66 |
|
| Stryker Corp Stock (SYK) | 0.1 | $542k | +36% | 1.6k | 328.59 |
|
| Bank Of Montreal Stock (BMO) | 0.1 | $539k | -2% | 4.0k | 135.34 |
|
| Dell Technologies Inc Cl C Stock (DELL) | 0.1 | $537k | -7% | 3.3k | 164.14 |
|
| Cabot Oil & Gas Cp Stock (CTRA) | 0.1 | $536k | 15k | 35.14 |
|
|
| Access Treasury 0-1 Year Etf Etf (GBIL) | 0.1 | $530k | NEW | 5.3k | 100.19 |
|
| Dimensional Us Marketwide Value Etf Etf (DFUV) | 0.1 | $523k | 11k | 48.46 |
|
|
| Thor Inds Stock (THO) | 0.1 | $522k | +3% | 6.5k | 79.89 |
|
| Cdw Corp Stock (CDW) | 0.1 | $521k | +34% | 4.3k | 121.03 |
|
| Toronto Dominion Bank Stock (TD) | 0.1 | $514k | +10% | 5.5k | 93.31 |
|
| Cummins Stock (CMI) | 0.1 | $504k | +3% | 936.00 | 537.89 |
|
| Ishares Dj Us Technology Etf (IYW) | 0.1 | $497k | 2.7k | 181.42 |
|
|
| Hca Stock (HCA) | 0.1 | $496k | +19% | 1.0k | 473.24 |
|
| Charter Communications Inc Cl A Stock (CHTR) | 0.1 | $494k | -4% | 2.3k | 215.88 |
|
| Vanguard S&p 500 Etf Etf (VOO) | 0.1 | $494k | 826.00 | 597.50 |
|
|
| Moodys Corp Stock (MCO) | 0.1 | $490k | +18% | 1.1k | 436.25 |
|
| Csx Corp Stock (CSX) | 0.1 | $489k | +40% | 12k | 41.05 |
|
| Medtronic Stock (MDT) | 0.1 | $485k | -20% | 5.6k | 86.65 |
|
| Northrop Grumman Corp Stock (NOC) | 0.1 | $480k | +4% | 704.00 | 681.95 |
|
| Jb Hunt Transport Services Stock (JBHT) | 0.1 | $462k | +10% | 2.2k | 211.90 |
|
| Eastman Chemical Stock (EMN) | 0.1 | $462k | 6.1k | 76.32 |
|
|
| Ciena Corp Stock (CIEN) | 0.1 | $462k | -23% | 1.2k | 388.23 |
|
| Zoom Communications Inc Cl A Stock (ZM) | 0.1 | $456k | -32% | 5.7k | 80.39 |
|
| Archer Daniels Midland Stock (ADM) | 0.1 | $454k | 6.3k | 72.69 |
|
|
| Bank New York Mellon Corp Stock (BK) | 0.1 | $444k | -8% | 3.7k | 118.64 |
|
| Constellation Brands Inc Cl A Stock (STZ) | 0.1 | $438k | +5% | 2.9k | 150.02 |
|
| Paypal Hldgs Stock (PYPL) | 0.1 | $434k | -11% | 9.6k | 45.23 |
|
| HP Stock (HPQ) | 0.1 | $433k | +12% | 23k | 19.21 |
|
| Crowdstrike Hldgs Inc Cl A Stock (CRWD) | 0.1 | $433k | +60% | 1.1k | 390.36 |
|
| Air Products And Chemicals Stock (APD) | 0.1 | $430k | 1.5k | 290.56 |
|
|
| Barrick Gold Corp F Stock (B) | 0.1 | $430k | +22% | 11k | 40.79 |
|
| Cnh Indl N V Stock (CNH) | 0.1 | $429k | -12% | 39k | 11.00 |
|
| Sunbelt Rentals Holdings Stock (SUNB) | 0.1 | $428k | NEW | 6.6k | 65.09 |
|
| Hilton Worldwide Hldgs Stock (HLT) | 0.1 | $426k | +10% | 1.4k | 304.17 |
|
| Expeditors Intl Wash Stock (EXPD) | 0.1 | $422k | +3% | 2.9k | 143.23 |
|
| American Elec Pwr Stock (AEP) | 0.1 | $422k | -4% | 3.2k | 131.07 |
|
| Aon Corp Stock (AON) | 0.1 | $420k | -3% | 1.3k | 322.82 |
|
| Genuine Parts Stock (GPC) | 0.1 | $412k | +15% | 3.9k | 105.76 |
|
| Ishares Core S&p Mid Cap Etf Etf (IJH) | 0.1 | $409k | -7% | 6.1k | 67.53 |
|
| Ecolab Stock (ECL) | 0.1 | $408k | +4% | 1.5k | 266.05 |
|
| Huntington Ingalls Inds Stock (HII) | 0.1 | $408k | +2% | 1.1k | 379.90 |
|
| Danaher Corp Stock (DHR) | 0.1 | $406k | -12% | 2.1k | 189.63 |
|
| Cencora Stock (COR) | 0.1 | $401k | +7% | 1.3k | 314.10 |
|
| Firstenergy Corp Stock (FE) | 0.1 | $398k | 7.9k | 50.66 |
|
|
| Cardinal Health Stock (CAH) | 0.1 | $397k | 1.9k | 211.29 |
|
|
| Masco Corp Stock (MAS) | 0.1 | $393k | -13% | 6.5k | 60.37 |
|
| Boston Scientific Corp Stock (BSX) | 0.1 | $392k | +26% | 6.3k | 62.75 |
|
| Waste Management Stock (WM) | 0.1 | $385k | 1.7k | 229.79 |
|
|
| 1st Finl Bancorp Stock (FFBC) | 0.1 | $382k | +4% | 14k | 27.88 |
|
| Technipfmc Stock (FTI) | 0.1 | $382k | +16% | 5.5k | 69.13 |
|
| Bank Of Nova Scotia Cmn Stock (BNS) | 0.1 | $381k | +24% | 5.5k | 69.31 |
|
| Ishares Tr Russell Midcap Index Etf (IWR) | 0.1 | $378k | 3.9k | 97.23 |
|
|
| Norfolk Southern Crp Stock (NSC) | 0.1 | $377k | 1.3k | 287.02 |
|
|
| Howmet Aerospace Stock (HWM) | 0.1 | $377k | +16% | 1.6k | 230.49 |
|
| Dimensional U.s. Equity Market Etf Etf (DFUS) | 0.1 | $376k | 5.3k | 70.91 |
|
|
| Sherwin Williams Stock (SHW) | 0.1 | $373k | -6% | 1.2k | 320.62 |
|
| Illumina Stock (ILMN) | 0.1 | $371k | -20% | 3.0k | 123.26 |
|
| Fidelity Wise Origin Bitcoin Fund Etf (FBTC) | 0.1 | $371k | +4% | 6.3k | 59.03 |
|
| Belden Cdt Stock (BDC) | 0.1 | $370k | 3.2k | 114.83 |
|
|
| Electronics Arts Stock (EA) | 0.1 | $370k | +10% | 1.8k | 203.89 |
|
| Williams Cos Stock (WMB) | 0.1 | $369k | +4% | 5.1k | 72.78 |
|
| Cadence Design System Stock (CDNS) | 0.1 | $368k | 1.3k | 277.78 |
|
|
| The Cigna Group Stock (CI) | 0.1 | $367k | +41% | 1.4k | 266.74 |
|
| Quanta Services Stock (PWR) | 0.1 | $362k | +19% | 659.00 | 549.42 |
|
| Constellation Energy Corp Stock (CEG) | 0.1 | $362k | -4% | 1.3k | 279.33 |
|
| Fortune Brands Innovations Stock (FBIN) | 0.1 | $358k | 9.2k | 38.97 |
|
|
| Synopsys Stock (SNPS) | 0.0 | $355k | 896.00 | 396.66 |
|
|
| Sei Investments Stock (SEIC) | 0.0 | $354k | 4.5k | 78.48 |
|
|
| Canadian Natural Resources Stock (CNQ) | 0.0 | $352k | +9% | 7.2k | 48.73 |
|
| Cleveland-cliffs Stock (CLF) | 0.0 | $351k | 42k | 8.45 |
|
|
| Brookfield Corp Cl A Ltd Vt Sh Stock (BN) | 0.0 | $348k | +5% | 8.6k | 40.47 |
|
| C H Robinson Worldwide In Stock (CHRW) | 0.0 | $346k | 2.1k | 166.04 |
|
|
| Centene Corp Del Stock (CNC) | 0.0 | $339k | -10% | 10k | 32.74 |
|
| Vanguard Mid Cap Etf (VO) | 0.0 | $336k | 1.2k | 287.14 |
|
|
| Corning Stock (GLW) | 0.0 | $334k | NEW | 2.5k | 135.97 |
|
| Docusign Stock (DOCU) | 0.0 | $334k | +32% | 7.0k | 47.41 |
|
| Mueller Inds Stock (MLI) | 0.0 | $332k | +17% | 3.0k | 110.78 |
|
| Conagra Brands Stock (CAG) | 0.0 | $331k | -2% | 21k | 15.72 |
|
| Global X Artificial Intelligence & Technology Etf Etf (AIQ) | 0.0 | $327k | 7.0k | 46.67 |
|
|
| Entergy Corp Stock (ETR) | 0.0 | $325k | +11% | 2.9k | 112.37 |
|
| American Airlines Group Stock (AAL) | 0.0 | $325k | 30k | 10.74 |
|
|
| Chipotle Mexican Grill Stock (CMG) | 0.0 | $325k | -10% | 10k | 32.01 |
|
| Ameriprise Finl Stock (AMP) | 0.0 | $321k | +14% | 722.00 | 444.14 |
|
| Global X Robotics & Artificial Intelligence Etf Etf (BOTZ) | 0.0 | $319k | 9.6k | 33.22 |
|
|
| Fortinet Stock (FTNT) | 0.0 | $318k | +42% | 3.9k | 81.73 |
|
| Cleanspark Stock (CLSK) | 0.0 | $317k | -40% | 37k | 8.51 |
|
| Consolidated Edison Stock (ED) | 0.0 | $317k | -9% | 2.8k | 113.17 |
|
| Emerson Elec Stock (EMR) | 0.0 | $315k | 2.4k | 130.99 |
|
|
| Nuveen Esg Large-cap Growth Etf Etf (NULG) | 0.0 | $312k | -5% | 3.4k | 90.94 |
|
| Valero Energy Corp Stock (VLO) | 0.0 | $311k | 1.3k | 247.15 |
|
|
| Occidental Pete Corp Stock (OXY) | 0.0 | $308k | NEW | 4.7k | 65.00 |
|
| Quest Diagnostics Stock (DGX) | 0.0 | $308k | 1.6k | 195.95 |
|
|
| Norwegian Cruise Line Hldgs Ltd Shs Isin#bmg667211 Stock (NCLH) | 0.0 | $308k | +7% | 17k | 18.70 |
|
| Baker Hughes Stock (BKR) | 0.0 | $307k | +2% | 5.0k | 61.05 |
|
| Teradyne Stock (TER) | 0.0 | $307k | NEW | 1.0k | 296.46 |
|
| Incyte Corp Stock (INCY) | 0.0 | $305k | +28% | 3.2k | 94.12 |
|
| Omnicom Group Stock (OMC) | 0.0 | $298k | NEW | 4.0k | 75.31 |
|
| Sandisk Corp Stock (SNDK) | 0.0 | $298k | NEW | 469.00 | 634.93 |
|
| Public Svc Enterprise Group Stock (PEG) | 0.0 | $296k | +2% | 3.7k | 80.95 |
|
| Dimensional Global Sustainability Fixed Income Etf Etf (DFSB) | 0.0 | $296k | 5.7k | 51.74 |
|
|
| Msci Stock (MSCI) | 0.0 | $292k | +26% | 542.00 | 539.27 |
|
| Oneok Stock (OKE) | 0.0 | $292k | 3.2k | 90.39 |
|
|
| Nuveen Esg High Yield Corporate Bond Etf Etf (NUHY) | 0.0 | $292k | -2% | 14k | 21.18 |
|
| Cincinnati Finl Corp Stock (CINF) | 0.0 | $291k | +10% | 1.9k | 157.35 |
|
| Eqt Corp Stock (EQT) | 0.0 | $290k | -12% | 4.6k | 63.64 |
|
| Kinder Morgan Stock (KMI) | 0.0 | $288k | -7% | 8.6k | 33.53 |
|
| Verisign Stock (VRSN) | 0.0 | $287k | 1.2k | 248.36 |
|
|
| Tyson Foods Inc Cl A Stock (TSN) | 0.0 | $287k | +17% | 4.5k | 64.07 |
|
| Corebridge Finl Stock (CRBG) | 0.0 | $287k | -12% | 12k | 23.86 |
|
| Vanguard Growth Etf Etf (VUG) | 0.0 | $286k | 654.00 | 436.79 |
|
|
| Ameren Corp Stock (AEE) | 0.0 | $286k | 2.6k | 109.92 |
|
|
| RH Stock (RH) | 0.0 | $281k | 2.0k | 139.82 |
|
|
| Centerpoint Energy Stock (CNP) | 0.0 | $280k | -3% | 6.5k | 43.16 |
|
| Ishares Russell 3000 Etf Etf (IWV) | 0.0 | $280k | -2% | 755.00 | 370.68 |
|
| Slb Limited Com Stk Stock (SLB) | 0.0 | $278k | -18% | 5.4k | 51.39 |
|
| Wabtec Stock (WAB) | 0.0 | $276k | 1.1k | 249.89 |
|
|
| Optical Cable Corp Stock (OCC) | 0.0 | $276k | -23% | 33k | 8.25 |
|
| Autozone Inc Nev Stock (AZO) | 0.0 | $271k | +21% | 80.00 | 3388.34 |
|
| Hewlett Packard Enterprise Stock (HPE) | 0.0 | $268k | +14% | 11k | 23.81 |
|
| Borg Warner Automotive Stock (BWA) | 0.0 | $268k | +9% | 4.9k | 54.26 |
|
| Vanguard Index Fds Mid-cap Value Index Viper Shs Etf Etf (VOE) | 0.0 | $266k | -11% | 1.4k | 184.26 |
|
| Dollar Gen Corp Stock (DG) | 0.0 | $265k | 2.2k | 118.72 |
|
|
| 3M Stock (MMM) | 0.0 | $261k | -35% | 1.8k | 145.23 |
|
| Kkr & Co Stock (KKR) | 0.0 | $261k | NEW | 2.8k | 92.50 |
|
| Emcor Group Stock (EME) | 0.0 | $258k | NEW | 350.00 | 738.31 |
|
| Defiance Quantum Etf Etf (QTUM) | 0.0 | $257k | 2.4k | 107.30 |
|
|
| Cboe Global Mkts Stock (CBOE) | 0.0 | $257k | +8% | 913.00 | 281.07 |
|
| Vertiv Holdings Co Com Cl A Stock (VRT) | 0.0 | $252k | NEW | 1.0k | 250.67 |
|
| Neurocrine Biosciences Stock (NBIX) | 0.0 | $250k | +18% | 1.9k | 131.74 |
|
| Republic Services Stock (RSG) | 0.0 | $249k | NEW | 1.1k | 218.98 |
|
| Hartford Finl Svcs Group Stock (HIG) | 0.0 | $248k | +5% | 1.8k | 135.22 |
|
| Aflac Stock (AFL) | 0.0 | $247k | -12% | 2.3k | 109.71 |
|
| Natera Stock (NTRA) | 0.0 | $244k | -15% | 1.2k | 199.99 |
|
| L3harris Technologies Stock (LHX) | 0.0 | $241k | NEW | 698.00 | 344.95 |
|
| Columbia International Equity Income Etf Etf (INEQ) | 0.0 | $240k | -16% | 6.2k | 39.04 |
|
| Johnson Ctls Stock (JCI) | 0.0 | $240k | NEW | 1.8k | 130.94 |
|
| Ishares S&p Smallcap 600 Etf Etf (IJR) | 0.0 | $239k | -16% | 1.9k | 124.31 |
|
| Lumentum Hldgs Stock (LITE) | 0.0 | $238k | NEW | 339.00 | 702.76 |
|
| Marketaxess Holdings Stock (MKTX) | 0.0 | $238k | +14% | 1.4k | 164.98 |
|
| Nrg Energy Stock (NRG) | 0.0 | $236k | 1.6k | 146.15 |
|
|
| Burlington Stores Stock (BURL) | 0.0 | $234k | NEW | 720.00 | 325.48 |
|
| Franco Nevada Corp Com Npv Isin #ca3518581051 Sedol #b29nf31 Stock (FNV) | 0.0 | $233k | NEW | 944.00 | 247.10 |
|
| Generac Hldgs Stock (GNRC) | 0.0 | $233k | NEW | 1.2k | 195.33 |
|
| Vanguard Mid Cap Growth Etf Etf (VOT) | 0.0 | $232k | 901.00 | 257.35 |
|
|
| Microchip Technology Stock (MCHP) | 0.0 | $231k | NEW | 3.6k | 64.60 |
|
| Biomarin Pharmaceutical Stock (BMRN) | 0.0 | $231k | +9% | 4.1k | 56.49 |
|
| Colgate Palmolive Stock (CL) | 0.0 | $230k | NEW | 2.7k | 85.24 |
|
| Akamai Tech Stock (AKAM) | 0.0 | $228k | NEW | 2.0k | 114.85 |
|
| Block Inc Cl A Stock (XYZ) | 0.0 | $228k | 3.8k | 60.18 |
|
|
| United Rentals Stock (URI) | 0.0 | $226k | -3% | 311.00 | 727.81 |
|
| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.0 | $224k | 3.9k | 57.65 |
|
|
| First Trust Cloud Computing Etf Etf (SKYY) | 0.0 | $222k | NEW | 2.0k | 109.36 |
|
| Helmerich & Payne Stock (HP) | 0.0 | $222k | NEW | 6.1k | 36.03 |
|
| Cvs Health Corp Stock (CVS) | 0.0 | $221k | -8% | 3.1k | 71.83 |
|
| Vanguard Esg U.s. Stock Etf Etf (ESGV) | 0.0 | $221k | -42% | 2.0k | 112.27 |
|
| Devon Energy Corp Stock (DVN) | 0.0 | $220k | NEW | 4.4k | 50.32 |
|
| Sempra Energy Stock (SRE) | 0.0 | $219k | NEW | 2.2k | 97.19 |
|
| Hasbro Stock (HAS) | 0.0 | $217k | NEW | 2.3k | 93.60 |
|
| Illinois Tool Wks Stock (ITW) | 0.0 | $217k | NEW | 834.00 | 260.31 |
|
| Canadian Natl Ry Stock (CNI) | 0.0 | $216k | NEW | 2.1k | 102.76 |
|
| Five Below Stock (FIVE) | 0.0 | $216k | NEW | 944.00 | 228.43 |
|
| Manhattan Associates Stock (MANH) | 0.0 | $214k | NEW | 1.6k | 133.14 |
|
| Carnival Corp Stock (CCL) | 0.0 | $213k | NEW | 8.2k | 25.88 |
|
| Ww Grainger Stock (GWW) | 0.0 | $210k | NEW | 193.00 | 1088.55 |
|
| Interactive Brokers Group Inc Com Cl A Stock (IBKR) | 0.0 | $206k | NEW | 3.1k | 67.07 |
|
| Carpenter Technology Corp Stock (CRS) | 0.0 | $206k | NEW | 523.00 | 394.15 |
|
| Deutsche Bk Ag Namen Akt Stock (DB) | 0.0 | $205k | -15% | 6.9k | 29.78 |
|
| Ishares Russell Top 200 Growth Etf Etf (IWY) | 0.0 | $205k | NEW | 823.00 | 248.83 |
|
| Canadian Imperial Bank Of Commerce Stock (CM) | 0.0 | $205k | NEW | 2.2k | 94.75 |
|
| Expand Energy Corporation Stock (EXE) | 0.0 | $202k | NEW | 1.8k | 109.78 |
|
| Texas Roadhouse Stock (TXRH) | 0.0 | $201k | NEW | 1.2k | 165.14 |
|
| Factset Resh Sys Stock (FDS) | 0.0 | $201k | -18% | 925.00 | 217.08 |
|
| Citizens Finl Group Stock (CFG) | 0.0 | $200k | NEW | 3.3k | 59.98 |
|
| Viatris Stock (VTRS) | 0.0 | $176k | +18% | 13k | 13.51 |
|
| Nu Hldgs Ltd Ord Shs Cl A Stock (NU) | 0.0 | $152k | -24% | 11k | 14.37 |
|
| Adt Corp Stock (ADT) | 0.0 | $72k | -51% | 11k | 6.57 |
|
| Digital Turbine Stock (APPS) | 0.0 | $55k | 19k | 2.88 |
|
|
| Alight Inc Com Cl A Stock (ALIT) | 0.0 | $9.7k | NEW | 17k | 0.58 |
|
Past Filings by Legacy Financial Advisors
SEC 13F filings are viewable for Legacy Financial Advisors going back to 2017
- Legacy Financial Advisors 2026 Q1 filed April 30, 2026
- 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