Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Legacy Financial Advisors

Latest statistics and disclosures from Legacy Financial Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are DGRW, DIVI, FRDM, ITOT, AAPL, and represent 22.99% of Legacy Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: Exxon Mobil Corp, KLAC, AAPL, MHY, MSFT, CLSE, FFBC, DGRW, MANI, AMZN.
Started 53 new stock positions in COHR, SNOW, VIK, TDG, HACK, MOH, ARMK, GPK, GIS, EBAY.
Reduced shares in these 10 stocks: , MU, Honeywell International, PSX, ITOT, XCEM, DOW, PG, , FITB.
Sold out of its positions in ADT, ALIT, AAL, BMRN, BURL, CTRA, Carnival Corporation, DELL, DOW, EMN. XOM, FIVE, HAS, Honeywell International, KKR, M, MANH, MKTX, OMC, OCC, PYPL, RSG.
Legacy Financial Advisors was a net buyer of stock by $21M.
Legacy Financial Advisors has $820M in assets under management (AUM), dropping by 14.72%.
Central Index Key (CIK): 0001730810

Tip: Access up to 7 years of quarterly data

Positions held by Legacy Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Legacy Financial Advisors

Legacy Financial Advisors holds 435 positions in its portfolio as reported in the June 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)	8.5	$70M		733k	95.62	View chart
Franklin International Core Dividend Tilt Index Fund Etf (DIVI)	4.5	$37M		860k	42.72	View chart
Freedom 100 Emerging Markets Etf Etf (FRDM)	3.5	$29M	+2%	395k	72.90	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	3.3	$27M	-2%	164k	164.27	View chart
Apple Stock (AAPL)	3.2	$26M	+6%	90k	289.36	View chart
Nvidia Corp Stock (NVDA)	3.0	$25M		123k	200.09	View chart
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)	2.8	$23M		227k	101.72	View chart
Wisdomtree U.s. Quality Growth Fund Etf (QGRW)	2.7	$22M		337k	66.03	View chart
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)	2.7	$22M	+2%	836k	26.52	View chart
Microsoft Stock (MSFT)	1.8	$15M	+11%	39k	373.02	View chart
Google Stock (GOOGL)	1.6	$13M	+3%	36k	357.37	View chart
Natixis Gateway Quality Income Etf Etf (GQI)	1.5	$13M	+2%	214k	59.17	View chart
Victoryshares Free Cash Flow Etf Etf (VFLO)	1.5	$13M	+5%	277k	45.75	View chart
Procter & Gamble Stock (PG)	1.5	$12M	-5%	82k	146.64	View chart
Amazon.com Stock (AMZN)	1.5	$12M	+8%	50k	238.34	View chart
Jpmorgan Municipal Etf Etf (JMUB)	1.4	$12M	+2%	231k	50.65	View chart
Jpmorgan Chase & Co Stock (JPM)	1.4	$12M	+3%	35k	327.33	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.3	$11M	+4%	31k	353.33	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	1.3	$11M	-2%	142k	75.79	View chart
Micron Technology Stock (MU)	1.0	$8.4M	-22%	7.2k	1154.31	View chart
Avago Technologies Stock (AVGO)	1.0	$7.9M	+7%	21k	377.76	View chart
Tesla Motors Stock (TSLA)	0.9	$7.1M	+5%	17k	420.61	View chart
Vanguard Total Stk Mkt Etf (VTI)	0.8	$6.4M	-3%	17k	370.03	View chart
Meta Platforms Inc Cl A Stock (META)	0.8	$6.3M	-3%	11k	563.30	View chart
Advanced Micro Devices Stock (AMD)	0.7	$6.0M	+6%	10k	580.93	View chart
Franklin Dynamic Municipal Bond Etf Etf (FLMI)	0.7	$5.6M	+17%	222k	25.17	View chart
Intel Corp Stock (INTC)	0.6	$5.1M	+19%	37k	139.63	View chart
Applied Matls Stock (AMAT)	0.6	$4.9M		6.8k	722.97	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.6	$4.9M	-2%	50k	96.58	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.6	$4.8M	-3%	38k	127.81	View chart
Visa Stock (V)	0.6	$4.7M	+3%	14k	343.10	View chart
Ishares S&p 500 Index Etf (IVV)	0.5	$4.2M	-4%	5.7k	748.87	View chart
Lam Research Corp Stock (LRCX)	0.5	$4.2M	+4%	9.6k	433.31	View chart
Eli Lilly & Co Stock (LLY)	0.5	$4.1M	+7%	3.4k	1199.39	View chart
Pnc Finl Svcs Group Stock (PNC)	0.5	$4.0M		16k	246.21	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.5	$4.0M	+4%	7.9k	500.37	View chart
Johnson & Johnson Stock (JNJ)	0.5	$3.9M		16k	253.97	View chart
Cisco Sys Stock (CSCO)	0.5	$3.8M		33k	117.46	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.5	$3.8M	+2%	54k	71.25	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.5	$3.7M		74k	50.57	View chart
Merck & Co Stock (MRK)	0.5	$3.7M	+2%	29k	128.50	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.4	$3.6M	+2%	40k	90.10	View chart
Walmart Stock (WMT)	0.4	$3.6M		32k	113.26	View chart
Fifth Third Bancorp Stock (FITB)	0.4	$3.5M	-14%	61k	56.37	View chart
Exxonmobil Holdings Corp Stock	0.4	$3.4M	NEW	25k	136.72	View chart
Netflix Stock (NFLX)	0.4	$3.2M	-10%	45k	71.40	View chart
Oracle Corporation Stock (ORCL)	0.4	$3.2M	+8%	22k	146.55	View chart
Bank Of Amer Corp Stock (BAC)	0.4	$3.2M	+3%	57k	56.98	View chart
Caterpillar Stock (CAT)	0.4	$3.1M	+5%	2.9k	1064.92	View chart
Ge Aerospace Stock (GE)	0.4	$3.0M		8.1k	373.75	View chart
Ge Vernova Stock (GEV)	0.4	$3.0M		2.6k	1175.01	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.3	$2.8M	-6%	3.8k	746.71	View chart
Dimensional International Value Etf Etf (DFIV)	0.3	$2.7M	+3%	51k	54.02	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.3	$2.7M	-12%	26k	102.30	View chart
Citigroup Stock (C)	0.3	$2.6M	-2%	19k	139.96	View chart
Chevron Corporation Stock (CVX)	0.3	$2.6M	+8%	16k	165.76	View chart
Abbvie Stock (ABBV)	0.3	$2.5M	+9%	10k	251.63	View chart
Kla-tencor Corp Stock (KLAC)	0.3	$2.4M	+967%	8.0k	301.72	View chart
Invesco S&p International Developed High Quality Etf Etf (IDHQ)	0.3	$2.3M	+3%	53k	43.71	View chart
State Street Spdr Nuveen Ice High Yield Municipal Bond Etf Etf (HYMB)	0.3	$2.3M		91k	25.44	View chart
Coca Cola Stock (KO)	0.3	$2.3M		28k	81.27	View chart
Boeing Stock (BA)	0.3	$2.3M	+3%	11k	216.47	View chart
Home Depot Stock (HD)	0.3	$2.3M	+11%	6.5k	352.69	View chart
Us Bancorp Stock (USB)	0.3	$2.2M		37k	60.40	View chart
Invesco S&p Smallcap 600 Revenue Etf Etf (RWJ)	0.3	$2.2M	+3%	37k	59.50	View chart
Hillman Solutions Corp Stock (HLMN)	0.3	$2.1M		253k	8.44	View chart
Union Pac Corp Stock (UNP)	0.3	$2.1M	+5%	7.7k	271.98	View chart
Salesforce Stock (CRM)	0.3	$2.1M	+15%	13k	156.66	View chart
Wells Fargo & Co Stock (WFC)	0.2	$2.0M	+13%	25k	82.64	View chart
Mastercard Stock (MA)	0.2	$2.0M	+3%	3.9k	513.60	View chart
Intl Business Machines Stock (IBM)	0.2	$1.9M	+7%	6.9k	281.21	View chart
Palo Alto Networks Stock (PANW)	0.2	$1.9M	+60%	5.5k	341.02	View chart
Powershares Qqq Tr Etf (QQQ)	0.2	$1.9M		2.6k	736.28	View chart
Capital One Financial Corp Stock (COF)	0.2	$1.9M	+17%	9.3k	200.62	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.2	$1.9M	-2%	13k	143.10	View chart
Philip Morris Intl Stock (PM)	0.2	$1.8M		10k	180.91	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.2	$1.8M	+6%	26k	69.90	View chart
Snap On Stock (SNA)	0.2	$1.8M	-4%	4.5k	402.40	View chart
Costco Wholesale Corp Stock (COST)	0.2	$1.8M		1.9k	935.39	View chart
Conocophillips Stock (COP)	0.2	$1.8M	-3%	17k	103.96	View chart
Goldman Sachs Group Stock (GS)	0.2	$1.8M		1.8k	1011.34	View chart
Dimensional International Small Cap Value Etf Etf (DISV)	0.2	$1.7M	+3%	43k	40.13	View chart
Delta Air Lines Inc Del Cmn Stock (DAL)	0.2	$1.7M	-7%	19k	93.66	View chart
Texas Instrs Stock (TXN)	0.2	$1.7M	+19%	5.7k	298.05	View chart
Tjx Cos Stock (TJX)	0.2	$1.7M		11k	151.50	View chart
Rtx Corporation Stock (RTX)	0.2	$1.7M	+3%	8.8k	189.72	View chart
Analog Devices Stock (ADI)	0.2	$1.7M	+4%	4.2k	397.21	View chart
Vertex Pharmaceuticals In Stock (VRTX)	0.2	$1.6M		3.1k	496.65	View chart
1st Finl Bancorp Stock (FFBC)	0.2	$1.6M	+235%	46k	33.83	View chart
Man Active High Yield Etf Etf (MHY)	0.2	$1.5M	NEW	61k	25.39	View chart
Unitedhealth Group Stock (UNH)	0.2	$1.5M	+49%	3.7k	415.60	View chart
Bristol-myers Squibb Stock (BMY)	0.2	$1.5M	-3%	26k	57.62	View chart
Chubb Stock (CB)	0.2	$1.5M		4.4k	340.77	View chart
Corteva Stock (CTVA)	0.2	$1.5M	-3%	18k	84.69	View chart
Invesco S&p Midcap Quality Etf Etf (XMHQ)	0.2	$1.5M	+7%	13k	112.88	View chart
Targa Res Corp Stock (TRGP)	0.2	$1.5M	-3%	5.4k	268.12	View chart
Mcdonalds Corp Stock (MCD)	0.2	$1.4M	-7%	5.3k	270.29	View chart
Spdr Gold Etf Etf (GLD)	0.2	$1.4M		3.9k	368.41	View chart
Monster Beverage Corp Stock (MNST)	0.2	$1.4M	-2%	15k	96.12	View chart
Seagate Technology Stock (STX)	0.2	$1.4M		1.4k	965.12	View chart
Disney Walt Stock (DIS)	0.2	$1.4M	+11%	14k	96.25	View chart
Elevance Health Inc Formerly A Stock (ELV)	0.2	$1.4M		3.5k	386.73	View chart
Morgan Stanley Stock (MS)	0.2	$1.3M	+11%	6.4k	209.04	View chart
Starbucks Corp Stock (SBUX)	0.2	$1.3M		13k	102.19	View chart
Linde Stock (LIN)	0.2	$1.3M		2.6k	519.00	View chart
Keurig Dr Pepper Stock (KDP)	0.2	$1.3M	-8%	40k	32.73	View chart
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI)	0.2	$1.3M	-2%	25k	52.60	View chart
Nike Inc Class B Stock (NKE)	0.2	$1.3M	+18%	32k	41.05	View chart
Eaton Corp Stock (ETN)	0.2	$1.3M	+17%	3.0k	426.17	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.2	$1.3M		11k	114.18	View chart
Motorola Solutions Stock (MSI)	0.2	$1.3M	+7%	3.1k	415.33	View chart
Western Digital Corp Stock (WDC)	0.2	$1.3M	-3%	2.0k	638.72	View chart
Charles Schwab Corp Stock (SCHW)	0.2	$1.3M		14k	92.27	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.2	$1.3M	-25%	11k	116.67	View chart
Deere & Co Stock (DE)	0.2	$1.3M	+5%	2.0k	634.34	View chart
Amgen Stock (AMGN)	0.2	$1.2M		3.4k	362.13	View chart
Sandisk Corp Stock (SNDK)	0.1	$1.2M	+15%	541.00	2271.89	View chart
Amphenol Corp Cl A Stock (APH)	0.1	$1.2M	+46%	6.8k	176.31	View chart
Ally Finl Stock (ALLY)	0.1	$1.2M	-4%	25k	45.95	View chart
Kimball Electronics Stock (KE)	0.1	$1.2M		45k	25.60	View chart
Cintas Corp Stock (CTAS)	0.1	$1.2M		6.8k	170.09	View chart
Arista Networks Stock (ANET)	0.1	$1.2M	+22%	6.8k	169.87	View chart
Fiserv Stock (FISV)	0.1	$1.2M		23k	49.05	View chart
General Motors Corp Stock (GM)	0.1	$1.1M	-2%	15k	77.08	View chart
Qualcomm Stock (QCOM)	0.1	$1.1M	-17%	6.1k	184.80	View chart
Intercontinental Exchange Stock (ICE)	0.1	$1.1M		9.1k	123.11	View chart
Convergence Long/short Equity Etf Etf (CLSE)	0.1	$1.1M	NEW	33k	34.13	View chart
Marathon Pete Corp Stock (MPC)	0.1	$1.1M	-25%	4.3k	255.66	View chart
Royal Bank Of Canada Stock (RY)	0.1	$1.1M	-5%	5.2k	206.98	View chart
Verizon Communications Stock (VZ)	0.1	$1.1M	+3%	26k	42.34	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.1	$1.1M	+25%	1.4k	763.36	View chart
Vanguard Morningstar Mega Cap Growth Etf Etf (MGK)	0.1	$1.1M	+388%	12k	87.91	View chart
American Intl Group Stock (AIG)	0.1	$1.1M	+3%	14k	74.53	View chart
Pepsico Stock (PEP)	0.1	$1.1M	-10%	7.8k	135.40	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$1.1M	+5%	2.1k	501.27	View chart
Ishares Tr Msci Usa Minimum Volatility Index Etf (USMV)	0.1	$1.0M	-2%	11k	96.46	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.1	$1.0M	-3%	20k	50.58	View chart
Allstate Corp Stock (ALL)	0.1	$1.0M		4.3k	237.92	View chart
Comfort Sys Usa Stock (FIX)	0.1	$1.0M	+9%	516.00	1981.95	View chart
Nextera Energy Stock (NEE)	0.1	$1.0M	+2%	12k	87.77	View chart
Dover Corp Stock (DOV)	0.1	$1.0M		4.5k	224.28	View chart
Truist Finl Corp Stock (TFC)	0.1	$1.0M		20k	49.82	View chart
First Ctzns Bancshares Inc Del Cl A Stock (FCNCA)	0.1	$997k		479.00	2080.86	View chart
Willis Towers Watson Stock (WTW)	0.1	$976k	-4%	3.7k	261.39	View chart
Iqvia Hldgs Stock (IQV)	0.1	$976k	+2%	5.0k	193.20	View chart
American Express Stock (AXP)	0.1	$966k	-10%	2.9k	338.26	View chart
Parker-hannifin Corp Stock (PH)	0.1	$962k	+2%	983.00	978.39	View chart
Duke Energy Corp Stock (DUK)	0.1	$958k	+2%	7.6k	126.59	View chart
Reinsurance Group Amer Stock (RGA)	0.1	$946k	-3%	4.4k	212.63	View chart
Regeneron Pharmaceuticals Stock (REGN)	0.1	$897k	-7%	1.4k	623.68	View chart
Man Active Income Etf Etf (MANI)	0.1	$895k	NEW	35k	25.59	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.1	$895k		4.8k	188.09	View chart
Xcel Energy Stock (XEL)	0.1	$869k		11k	80.30	View chart
Fedex Corp Stock (FDX)	0.1	$843k	+3%	2.7k	313.14	View chart
Intuitive Surgical Stock (ISRG)	0.1	$830k		2.1k	397.76	View chart
Pfizer Stock (PFE)	0.1	$829k	-13%	34k	24.08	View chart
Zimmer Hldgs Stock (ZBH)	0.1	$827k	-3%	9.6k	86.09	View chart
RH Stock (RH)	0.1	$826k	+149%	5.0k	164.73	View chart
Aercap Holdings N V Stock (AER)	0.1	$824k	+4%	5.6k	145.79	View chart
Accenture Ltd Bermuda Cl A Stock (ACN)	0.1	$823k	+32%	6.6k	124.44	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.1	$804k	-9%	10k	77.91	View chart
Booking Holdings Stock (BKNG)	0.1	$797k	+2239%	4.5k	178.25	View chart
Ge Healthcare Technologies Stock (GEHC)	0.1	$795k		12k	64.01	View chart
Marsh & Mclennan Cos Stock (MRSH)	0.1	$792k	-27%	4.8k	166.67	View chart
Blackrock Stock (BLK)	0.1	$791k	+3%	822.00	961.64	View chart
Sysco Corp Stock (SYY)	0.1	$789k	NEW	9.4k	83.58	View chart
Global Payments Stock (GPN)	0.1	$778k	+4%	11k	72.56	View chart
Invesco International Dividend Achievers Etf Etf (PID)	0.1	$771k	-9%	35k	22.20	View chart
Enbridge Stock (ENB)	0.1	$771k	+4%	14k	54.21	View chart
Royal Carribbean Cruises Stock (RCL)	0.1	$767k		2.4k	317.50	View chart
Equifax Stock (EFX)	0.1	$764k	+7%	4.8k	158.74	View chart
State Str Corp Stock (STT)	0.1	$756k	-19%	4.5k	169.61	View chart
Lowes Cos Stock (LOW)	0.1	$752k		3.4k	220.46	View chart
O Reilly Automotive Stock (ORLY)	0.1	$752k	+2%	8.2k	92.09	View chart
Freeport Mcmoran Copper Stock (FCX)	0.1	$744k	+7%	12k	62.89	View chart
At&t Stock (T)	0.1	$730k		35k	20.70	View chart
Immunitybio Stock (IBRX)	0.1	$711k		81k	8.76	View chart
Ubs Ag New F Stock (UBS)	0.1	$704k		14k	49.56	View chart
Marriott Intl Stock (MAR)	0.1	$702k	+3%	1.9k	370.53	View chart
Wisdomtree True Emerging Markets Fund Etf (XC)	0.1	$702k	-32%	22k	31.70	View chart
Huntington Bancshares Stock (HBAN)	0.1	$692k	+6%	39k	17.73	View chart
Nasdaq Stk Mkt Stock (NDAQ)	0.1	$689k	-3%	8.7k	78.82	View chart
Automatic Data Processing Stock (ADP)	0.1	$688k	+5%	3.1k	223.95	View chart
Altria Group Stock (MO)	0.1	$685k		9.5k	71.95	View chart
M & T Bk Corp Stock (MTB)	0.1	$682k	+2%	2.9k	238.02	View chart
Cummins Stock (CMI)	0.1	$681k	+2%	955.00	713.04	View chart
Gilead Sciences Stock (GILD)	0.1	$679k	-2%	5.4k	126.35	View chart
General Dynamics Corp Stock (GD)	0.1	$678k	-7%	1.9k	354.17	View chart
Trane Technologies Stock (TT)	0.1	$670k	+2%	1.4k	491.33	View chart
Adobe Sys Stock (ADBE)	0.1	$668k	-10%	3.3k	205.00	View chart
Cbre Group Inc A Stock (CBRE)	0.1	$667k	+20%	5.0k	134.68	View chart
Bank Of Montreal Stock (BMO)	0.1	$667k	-5%	3.8k	176.70	View chart
Autodesk Stock (ADSK)	0.1	$665k	-2%	3.4k	194.39	View chart
Ross Stores Stock (ROST)	0.1	$661k	+22%	3.1k	212.84	View chart
Ishares Dj Us Technology Etf (IYW)	0.1	$658k	-4%	2.6k	252.23	View chart
Newmont Corp Stock (NEM)	0.1	$653k	-15%	7.0k	93.39	View chart
Jb Hunt Transport Services Stock (JBHT)	0.1	$652k	+3%	2.3k	289.43	View chart
Synchrony Financial Stock (SYF)	0.1	$649k	-3%	8.5k	76.05	View chart
Toronto Dominion Bank Stock (TD)	0.1	$648k	-3%	5.3k	121.43	View chart
Synopsys Stock (SNPS)	0.1	$643k	+60%	1.4k	446.20	View chart
Norwegian Cruise Line Hldgs Ltd Shs Isin#bmg667211 Stock (NCLH)	0.1	$641k	+84%	30k	21.11	View chart
Centene Corp Del Stock (CNC)	0.1	$634k	-4%	9.9k	64.19	View chart
Aon Corp Stock (AON)	0.1	$632k	+46%	1.9k	331.72	View chart
Yum! Brands Stock (YUM)	0.1	$626k	-2%	3.9k	159.86	View chart
S&p Global Stock (SPGI)	0.1	$623k	-19%	1.5k	407.33	View chart
Totalenergies Se Act Stock (TTE)	0.1	$622k		8.0k	77.76	View chart
Phillips 66 Stock (PSX)	0.1	$622k	-56%	3.7k	169.05	View chart
Columbia Em Core Ex-china Etf Etf (XCEM)	0.1	$619k	-56%	12k	52.88	View chart
United Parcel Service Stock (UPS)	0.1	$618k		5.7k	107.51	View chart
Corning Stock (GLW)	0.1	$616k		2.4k	255.43	View chart
Nuveen Esg Large-cap Value Etf Etf (NULV)	0.1	$612k		12k	49.99	View chart
Edison Intl Stock (EIX)	0.1	$611k		8.2k	74.45	View chart
Southern Stock (SO)	0.1	$611k	+11%	6.4k	95.71	View chart
Te Connectivity Stock (TEL)	0.1	$608k	+5%	3.0k	201.59	View chart
Cdw Corp Stock (CDW)	0.1	$606k		4.3k	140.65	View chart
Chicago Mercantile Hldgs Stock (CME)	0.1	$605k		2.7k	220.83	View chart
Travelers Companies Stock (TRV)	0.1	$605k	-3%	1.8k	330.21	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.1	$594k		11k	55.01	View chart
Roper Technologies Stock (ROP)	0.1	$590k	-15%	1.7k	338.40	View chart
Pg&e Corp Stock (PCG)	0.1	$581k		35k	16.82	View chart
Canadian Pacific Kansas City Stock (CP)	0.1	$580k	-3%	6.7k	86.65	View chart
Pinnacle Finl Partners Stock (PNFP)	0.1	$580k	-11%	5.7k	100.88	View chart
T-mobile Us Stock (TMUS)	0.1	$579k	+26%	3.5k	167.71	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$577k		18k	31.71	View chart
Mckesson Corp Stock (MCK)	0.1	$575k	-10%	761.00	755.14	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.1	$565k		822.00	686.79	View chart
Progressive Corp Stock (PGR)	0.1	$562k	-9%	2.6k	218.47	View chart
Raymond James Finl Stock (RJF)	0.1	$562k	-2%	3.7k	152.03	View chart
Devon Energy Corp Stock (DVN)	0.1	$555k	+207%	13k	41.32	View chart
Carlyle Group Stock (CG)	0.1	$552k		13k	42.11	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$549k	-6%	1.1k	509.30	View chart
Cadence Design System Stock (CDNS)	0.1	$546k	+9%	1.5k	375.21	View chart
Bank Of Ny Mellon Corp Stock (BNY)	0.1	$541k		3.7k	144.61	View chart
Masco Corp Stock (MAS)	0.1	$541k	+2%	6.6k	81.37	View chart
Moodys Corp Stock (MCO)	0.1	$536k	+5%	1.2k	452.92	View chart
Agnico Eagle Mines Stock (AEM)	0.1	$536k	-9%	3.5k	155.13	View chart
Air Products And Chemicals Stock (APD)	0.1	$533k	+22%	1.8k	293.21	View chart
Amrize Stock (AMRZ)	0.1	$533k		10k	53.30	View chart
Teradyne Stock (TER)	0.1	$529k	+5%	1.1k	483.84	View chart
Hilton Worldwide Hldgs Stock (HLT)	0.1	$522k	+12%	1.6k	330.55	View chart
Bank Of Nova Scotia Cmn Stock (BNS)	0.1	$515k	+8%	5.9k	86.84	View chart
HP Stock (HPQ)	0.1	$515k	+4%	24k	21.94	View chart
Boston Scientific Corp Stock (BSX)	0.1	$510k	+91%	12k	42.68	View chart
Quanta Services Stock (PWR)	0.1	$502k	+5%	696.00	720.54	View chart
Fortune Brands Innovations Stock (FBIN)	0.1	$499k		9.1k	54.90	View chart
Abbott Laboratories Stock (ABT)	0.1	$497k	-25%	5.5k	90.74	View chart
Hewlett Packard Enterprise Stock (HPE)	0.1	$495k	-2%	11k	45.11	View chart
Zoom Communications Inc Cl A Stock (ZM)	0.1	$485k		5.6k	86.31	View chart
Archer Daniels Midland Stock (ADM)	0.1	$482k		6.3k	76.40	View chart
Lululemon Athletica Stock (LULU)	0.1	$482k	-12%	4.2k	114.17	View chart
Csx Corp Stock (CSX)	0.1	$477k	-15%	10k	47.53	View chart
Fortinet Stock (FTNT)	0.1	$473k	-20%	3.1k	153.64	View chart
Thor Inds Stock (THO)	0.1	$472k	-3%	6.3k	75.16	View chart
Expeditors Intl Wash Stock (EXPD)	0.1	$472k		2.9k	162.99	View chart
Danaher Corp Stock (DHR)	0.1	$462k	+13%	2.4k	190.51	View chart
Cardinal Health Stock (CAH)	0.1	$455k		1.9k	237.53	View chart
Service Now Stock (NOW)	0.1	$451k	-31%	4.5k	99.29	View chart
Eog Resources Stock (EOG)	0.1	$449k	-42%	3.5k	129.73	View chart
Illumina Stock (ILMN)	0.1	$449k	-15%	2.6k	175.83	View chart
American Elec Pwr Stock (AEP)	0.1	$448k		3.3k	136.80	View chart
Ishares Core S&p Mid Cap Etf Etf (IJH)	0.1	$446k	-4%	5.8k	77.11	View chart
Ishares Silver Trust Etf Etf (SLV)	0.1	$439k		8.2k	53.47	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	0.1	$435k		5.3k	81.94	View chart
Equitable Hldgs Stock (EQH)	0.1	$435k	NEW	9.9k	43.88	View chart
Sherwin Williams Stock (SHW)	0.1	$433k	+8%	1.3k	344.39	View chart
Ishares Tr Russell Midcap Index Etf (IWR)	0.1	$428k		3.9k	110.32	View chart
Cleveland-cliffs Stock (CLF)	0.1	$427k	+9%	46k	9.39	View chart
Public Svc Enterprise Group Stock (PEG)	0.1	$423k	+42%	5.2k	81.16	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	0.1	$420k	+24%	1.3k	334.91	View chart
Honeywell Intl Stock (HON)	0.1	$416k	NEW	1.9k	223.90	View chart
Medtronic Stock (MDT)	0.1	$415k	-5%	5.3k	78.23	View chart
Marvell Technology Group Stock (MRVL)	0.1	$414k	NEW	1.4k	297.90	View chart
Norfolk Southern Crp Stock (NSC)	0.1	$413k		1.3k	314.61	View chart
Sunbelt Rentals Holdings Stock (SUNB)	0.1	$411k	-16%	5.5k	74.81	View chart
Honeywell Aerospace Stock (HONA)	0.1	$411k	NEW	1.9k	221.08	View chart
Barrick Gold Corp F Stock (B)	0.1	$410k	+6%	11k	36.73	View chart
Kroger Stock (KR)	0.0	$409k	-2%	7.4k	55.53	View chart
Howmet Aerospace Stock (HWM)	0.0	$408k	-7%	1.5k	268.90	View chart
Microchip Technology Stock (MCHP)	0.0	$408k	+24%	4.5k	91.19	View chart
Ciena Corp Stock (CIEN)	0.0	$402k	-31%	819.00	490.56	View chart
Stryker Corp Stock (SYK)	0.0	$401k	-22%	1.3k	314.84	View chart
Genuine Parts Stock (GPC)	0.0	$399k	-13%	3.4k	117.97	View chart
Cnh Indl N V Stock (CNH)	0.0	$397k	-9%	35k	11.23	View chart
Williams Cos Stock (WMB)	0.0	$397k	+5%	5.3k	74.34	View chart
C H Robinson Worldwide In Stock (CHRW)	0.0	$397k		2.1k	188.31	View chart
Conagra Brands Stock (CAG)	0.0	$397k	+39%	30k	13.46	View chart
Cleanspark Stock (CLSK)	0.0	$396k	-26%	27k	14.55	View chart
Global X Artificial Intelligence & Technology Etf Etf (AIQ)	0.0	$395k	-14%	6.0k	65.61	View chart
Brookfield Corp Cl A Ltd Vt Sh Stock (BN)	0.0	$393k	+7%	9.2k	42.59	View chart
Verisign Stock (VRSN)	0.0	$391k	+34%	1.6k	251.56	View chart
Firstenergy Corp Stock (FE)	0.0	$391k	+4%	8.2k	47.54	View chart
Factset Resh Sys Stock (FDS)	0.0	$391k	+83%	1.7k	230.14	View chart
Belden Cdt Stock (BDC)	0.0	$387k		3.2k	119.91	View chart
Nuveen Esg Large-cap Growth Etf Etf (NULG)	0.0	$387k	-3%	3.3k	117.06	View chart
Sei Investments Stock (SEIC)	0.0	$386k	-2%	4.4k	87.70	View chart
Electronics Arts Stock (EA)	0.0	$385k	+3%	1.9k	205.06	View chart
Ecolab Stock (ECL)	0.0	$385k	-9%	1.4k	278.64	View chart
Carpenter Technology Corp Stock (CRS)	0.0	$382k	+18%	619.00	616.84	View chart
Constellation Brands Inc Cl A Stock (STZ)	0.0	$381k	-6%	2.7k	139.11	View chart
Vanguard Mid Cap Etf (VO)	0.0	$375k	+298%	4.7k	80.58	View chart
Entergy Corp Stock (ETR)	0.0	$374k	+12%	3.3k	114.87	View chart
Johnson Ctls Stock (JCI)	0.0	$371k	+38%	2.5k	146.10	View chart
Waste Management Stock (WM)	0.0	$371k		1.7k	222.88	View chart
Mueller Inds Stock (MLI)	0.0	$370k		3.0k	122.91	View chart
Technipfmc Stock (FTI)	0.0	$366k		5.5k	66.30	View chart
Lumentum Hldgs Stock (LITE)	0.0	$364k	+25%	424.00	858.06	View chart
United Rentals Stock (URI)	0.0	$362k	+2%	320.00	1131.76	View chart
Ameriprise Finl Stock (AMP)	0.0	$361k	+9%	787.00	458.51	View chart
Generac Hldgs Stock (GNRC)	0.0	$357k	+2%	1.2k	292.81	View chart
The Cigna Group Stock (CI)	0.0	$356k	-6%	1.3k	275.67	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$356k	-57%	15k	24.55	View chart
Global X Robotics & Artificial Intelligence Etf Etf (BOTZ)	0.0	$354k	-2%	9.3k	37.94	View chart
Valero Energy Corp Stock (VLO)	0.0	$354k	+8%	1.4k	260.51	View chart
Docusign Stock (DOCU)	0.0	$352k	+12%	7.9k	44.42	View chart
Cvs Health Corp Stock (CVS)	0.0	$351k	+10%	3.4k	103.46	View chart
Incyte Corp Stock (INCY)	0.0	$351k	-4%	3.1k	113.36	View chart
Canadian Natl Ry Stock (CNI)	0.0	$349k	+39%	2.9k	119.23	View chart
Discovery Hldg Stock (WBD)	0.0	$349k	-43%	13k	26.66	View chart
American Eagle Outfitters Stock (AEO)	0.0	$347k	NEW	20k	17.20	View chart
Consolidated Edison Stock (ED)	0.0	$345k	+11%	3.1k	110.62	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$343k	+509%	4.0k	86.14	View chart
Datadog Inc Cl A Stock (DDOG)	0.0	$341k	NEW	1.3k	260.27	View chart
Eversource Energy Stock (ES)	0.0	$339k	NEW	4.7k	72.27	View chart
Cincinnati Finl Corp Stock (CINF)	0.0	$339k		1.8k	185.14	View chart
Uber Technologies Stock (UBER)	0.0	$338k	-46%	4.7k	72.15	View chart
Defiance Quantum Etf Etf (QTUM)	0.0	$338k	-14%	2.0k	165.36	View chart
Corebridge Finl Stock (CRBG)	0.0	$337k	-2%	12k	28.63	View chart
Molina Healthcare Stock (MOH)	0.0	$333k	NEW	1.5k	228.70	View chart
Emerson Elec Stock (EMR)	0.0	$333k	-3%	2.3k	143.12	View chart
Quest Diagnostics Stock (DGX)	0.0	$332k		1.6k	211.98	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.0	$329k	+2%	6.4k	51.05	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$327k	-8%	643.00	509.07	View chart
Sentinelone Inc Cl A Stock (S)	0.0	$327k	NEW	19k	16.97	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.0	$322k		754.00	426.40	View chart
Colgate Palmolive Stock (CL)	0.0	$320k	+29%	3.5k	91.69	View chart
Cencora Stock (COR)	0.0	$319k	-11%	1.1k	282.94	View chart
Borg Warner Automotive Stock (BWA)	0.0	$317k	-3%	4.8k	66.40	View chart
Block Inc Cl A Stock (XYZ)	0.0	$315k	+9%	4.1k	75.99	View chart
Dominion Resources Stock (D)	0.0	$313k	-49%	4.6k	68.29	View chart
Waste Connections Stock (WCN)	0.0	$312k	NEW	1.9k	166.70	View chart
Constellation Energy Corp Stock (CEG)	0.0	$309k	-3%	1.2k	248.44	View chart
Super Micro Computer Stock (SMCI)	0.0	$308k	NEW	11k	29.33	View chart
Wabtec Stock (WAB)	0.0	$308k	+3%	1.1k	269.58	View chart
General Mills Stock (GIS)	0.0	$305k	NEW	8.8k	34.80	View chart
Msci Stock (MSCI)	0.0	$303k		541.00	560.31	View chart
Davita Stock (DVA)	0.0	$303k	NEW	1.4k	222.48	View chart
Target Corp Stock (TGT)	0.0	$301k	-54%	2.3k	130.63	View chart
Ameren Corp Stock (AEE)	0.0	$295k		2.6k	113.04	View chart
Canadian Natural Resources Stock (CNQ)	0.0	$294k	+3%	7.4k	39.50	View chart
Emcor Group Stock (EME)	0.0	$294k		354.00	829.88	View chart
Take-two Interactivesoftwre Stock (TTWO)	0.0	$293k	NEW	1.2k	249.98	View chart
Qnity Electronics Stock (Q)	0.0	$292k	NEW	1.8k	163.31	View chart
Baker Hughes Stock (BKR)	0.0	$285k	+2%	5.1k	55.50	View chart
Ishares S&p Smallcap 600 Etf Etf (IJR)	0.0	$285k		1.9k	148.32	View chart
Synnex Corp Stock (SNX)	0.0	$283k	NEW	1.1k	267.34	View chart
Vanguard Index Fds Mid-cap Value Index Viper Shs Etf Etf (VOE)	0.0	$282k		1.4k	197.58	View chart
Natera Stock (NTRA)	0.0	$282k	-14%	1.0k	271.45	View chart
Oneok Stock (OKE)	0.0	$277k		3.2k	86.94	View chart
Vanguard Mid Cap Growth Etf Etf (VOT)	0.0	$276k		901.00	306.30	View chart
Nrg Energy Stock (NRG)	0.0	$275k	+16%	1.9k	146.07	View chart
Nxp Semiconductors Nv Stock (NXPI)	0.0	$275k	NEW	979.00	280.92	View chart
Nuveen Esg High Yield Corporate Bond Etf Etf (NUHY)	0.0	$275k	-6%	13k	21.44	View chart
Dimensional Global Sustainability Fixed Income Etf Etf (DFSB)	0.0	$275k	-7%	5.3k	52.11	View chart
Ww Grainger Stock (GWW)	0.0	$274k	+4%	202.00	1357.71	View chart
Centerpoint Energy Stock (CNP)	0.0	$274k	-4%	6.2k	44.04	View chart
3M Stock (MMM)	0.0	$272k	-6%	1.7k	161.91	View chart
Occidental Pete Corp Stock (OXY)	0.0	$270k	+17%	5.6k	48.57	View chart
Citizens Finl Group Stock (CFG)	0.0	$267k	+14%	3.8k	70.08	View chart
Kinder Morgan Stock (KMI)	0.0	$265k	-3%	8.3k	31.97	View chart
First Trust Cloud Computing Etf Etf (SKYY)	0.0	$265k	-2%	2.0k	134.56	View chart
Access Treasury 0-1 Year Etf Etf (GBIL)	0.0	$265k	-49%	2.6k	100.16	View chart
Hca Stock (HCA)	0.0	$264k	-35%	678.00	389.89	View chart
Interactive Brokers Group Inc Com Cl A Stock (IBKR)	0.0	$262k	-2%	3.0k	87.04	View chart
Aflac Stock (AFL)	0.0	$261k		2.2k	117.25	View chart
Slb Limited Com Stk Stock (SLB)	0.0	$259k	+2%	5.6k	46.49	View chart
L3harris Technologies Stock (LHX)	0.0	$257k	+26%	886.00	290.46	View chart
Exelixis Stock (EXEL)	0.0	$257k	NEW	4.7k	54.41	View chart
Illinois Tool Wks Stock (ITW)	0.0	$255k	+12%	942.00	270.49	View chart
Ebay Stock (EBAY)	0.0	$253k	NEW	2.3k	111.75	View chart
Columbia International Equity Income Etf Etf (INEQ)	0.0	$251k	+5%	6.5k	38.53	View chart
Ishares Russell Top 200 Growth Etf Etf (IWY)	0.0	$246k	+3%	848.00	290.61	View chart
Digital Turbine Stock (APPS)	0.0	$246k		19k	12.90	View chart
Iridium Communications Stock (IRDM)	0.0	$246k	NEW	4.5k	54.85	View chart
Vanguard Esg U.s. Stock Etf Etf (ESGV)	0.0	$244k	-6%	1.8k	132.24	View chart
Akamai Tech Stock (AKAM)	0.0	$243k	+3%	2.1k	118.21	View chart
Ark Blockchain & Fintech Innovation Etf Etf (ARKF)	0.0	$240k	NEW	6.1k	39.46	View chart
Carnival Corp Stock (CCL)	0.0	$238k	NEW	8.3k	28.57	View chart
Hartford Finl Svcs Group Stock (HIG)	0.0	$237k	-2%	1.8k	132.52	View chart
Canadian Imperial Bank Of Commerce Stock (CM)	0.0	$236k	-5%	2.0k	114.99	View chart
Tempus Ai Inc Cl A Stock (TEM)	0.0	$235k	NEW	4.1k	57.93	View chart
Manulife Finl Corp Stock (MFC)	0.0	$232k	NEW	5.7k	40.51	View chart
Snowflake Stock (SNOW)	0.0	$231k	NEW	907.00	254.52	View chart
Keysight Technologies Stock (KEYS)	0.0	$231k	NEW	659.00	350.07	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$228k		3.9k	57.85	View chart
Northern Tr Corp Stock (NTRS)	0.0	$228k	NEW	1.3k	173.80	View chart
Draftkings Inc New Com Cl A Stock (DKNG)	0.0	$225k	NEW	8.9k	25.26	View chart
Intuit Stock (INTU)	0.0	$225k	-41%	861.00	261.08	View chart
Arrow Electrs Stock (ARW)	0.0	$224k	NEW	1.1k	213.41	View chart
Packaging Corp Of America Stock (PKG)	0.0	$224k	NEW	938.00	238.33	View chart
Tyson Foods Inc Cl A Stock (TSN)	0.0	$223k	-12%	3.9k	57.25	View chart
Eqt Corp Stock (EQT)	0.0	$223k	-8%	4.2k	53.17	View chart
Dte Energy Stock (DTE)	0.0	$222k	NEW	1.5k	152.35	View chart
Deutsche Bk Ag Namen Akt Stock (DB)	0.0	$220k	-5%	6.5k	33.76	View chart
Transdigm Group Inc Com Delaware Stock (TDG)	0.0	$218k	NEW	164.00	1329.12	View chart
Aramark Stock (ARMK)	0.0	$217k	NEW	3.8k	56.90	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.0	$216k	NEW	7.3k	29.43	View chart
Expand Energy Corporation Stock (EXE)	0.0	$215k	+27%	2.4k	91.19	View chart
Sempra Energy Stock (SRE)	0.0	$215k	+3%	2.3k	92.72	View chart
Cullen Frost Bankers Stock (CFR)	0.0	$215k	NEW	1.4k	154.51	View chart
Fedex Fght Hldg Stock (FDXF)	0.0	$213k	NEW	1.4k	151.00	View chart
Dollar Gen Corp Stock (DG)	0.0	$213k	-17%	1.8k	115.09	View chart
Autozone Inc Nev Stock (AZO)	0.0	$212k	-17%	66.00	3208.05	View chart
Cboe Global Mkts Stock (CBOE)	0.0	$211k	-4%	871.00	242.67	View chart
Woodward Stock (WWD)	0.0	$211k	NEW	496.00	425.44	View chart
Franco Nevada Corp Com Npv Isin #ca3518581051 Sedol #b29nf31 Stock (FNV)	0.0	$210k	+6%	1.0k	208.48	View chart
Neurocrine Biosciences Stock (NBIX)	0.0	$210k	-34%	1.2k	168.54	View chart
Paychex Stock (PAYX)	0.0	$208k	NEW	2.1k	98.33	View chart
Prosperity Bancshares Stock (PB)	0.0	$207k	NEW	2.8k	73.03	View chart
Texas Roadhouse Stock (TXRH)	0.0	$207k	-11%	1.1k	193.23	View chart
Chipotle Mexican Grill Stock (CMG)	0.0	$205k	-40%	6.0k	34.00	View chart
Fortis Stock (FTS)	0.0	$204k	NEW	3.6k	57.23	View chart
Viatris Stock (VTRS)	0.0	$204k		13k	15.88	View chart
Ii-vi Stock (COHR)	0.0	$204k	NEW	516.00	394.45	View chart
Charter Communications Inc Cl A Stock (CHTR)	0.0	$203k	-37%	1.4k	142.21	View chart
Coupang Inc Cl A Stock (CPNG)	0.0	$202k	NEW	12k	17.37	View chart
Helmerich & Payne Stock (HP)	0.0	$202k		6.2k	32.74	View chart
Amplify Cybersecurity Etf Etf (HACK)	0.0	$202k	NEW	1.9k	104.93	View chart
Huntington Ingalls Inds Stock (HII)	0.0	$202k	-32%	720.00	279.89	View chart
Viking Holdings Ltd Ord Stock (VIK)	0.0	$201k	NEW	1.9k	104.67	View chart
Nu Hldgs Ltd Ord Shs Cl A Stock (NU)	0.0	$197k	+39%	15k	13.36	View chart
Ford Motor Company Stock (F)	0.0	$179k	-73%	13k	13.90	View chart
Lithium Amers Corp Stock (LAC)	0.0	$155k	NEW	40k	3.85	View chart
Graphic Packaging Corp Del Stock (GPK)	0.0	$129k	NEW	12k	10.57	View chart
Snap Inc Cl A Stock (SNAP)	0.0	$69k	NEW	16k	4.44	View chart
Alight Inc Com Shs Cl A Stock	0.0	$9.4k	NEW	17k	0.56	View chart

Past Filings by Legacy Financial Advisors

SEC 13F filings are viewable for Legacy Financial Advisors going back to 2017

Legacy Financial Advisors 2026 Q2 filed Aug. 5, 2026
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z