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Legacy Financial Independent Advisors

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

Central Index Key (CIK): 0002131510

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

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Portfolio Holdings for Legacy Financial Independent Advisors

Legacy Financial Independent Advisors holds 113 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Alerian Mlp Etf Alerian Mlp (AMLP)	6.6	$13M	242k	52.64	View chart
Goldman Sachs Growth Opportunities Etf Growth Opportuni (GSGO)	4.5	$8.6M	236k	36.56	View chart
International Business Machines (IBM)	3.5	$6.8M	28k	242.39	View chart
Duke Energy Corporation Com New (DUK)	3.3	$6.3M	48k	130.94	View chart
Southern Company (SO)	3.2	$6.2M	65k	96.52	View chart
American Electric Power Company (AEP)	3.1	$6.0M	46k	131.08	View chart
Simon Property (SPG)	2.8	$5.5M	29k	186.53	View chart
First Trust Wcm International Equity Etf Wcm Intl Equity (WCMI)	2.8	$5.4M	321k	16.77	View chart
PPL Corporation (PPL)	2.7	$5.2M	137k	38.20	View chart
Principal Investment Grade Corporate Active Etf Prnc Invt Grad (IG)	2.6	$4.9M	240k	20.64	View chart
Microsoft Corporation (MSFT)	2.5	$4.7M	13k	370.17	View chart
Consolidated Edison (ED)	2.3	$4.4M	39k	113.18	View chart
Waste Management (WM)	2.2	$4.3M	19k	229.79	View chart
Ameren Corporation (AEE)	2.2	$4.2M	38k	109.92	View chart
Cadence Design Systems (CDNS)	2.2	$4.1M	15k	277.87	View chart
McKesson Corporation (MCK)	2.1	$4.1M	4.8k	865.36	View chart
American Express Company (AXP)	2.1	$4.1M	14k	302.48	View chart
Capital One Financial (COF)	2.1	$4.0M	22k	182.43	View chart
First Trust Tactical High Yield Etf First Tr Ta Hiyl (HYLS)	2.0	$3.9M	97k	40.57	View chart
Public Storage (PSA)	2.0	$3.9M	14k	270.88	View chart
Mid-America Apartment (MAA)	1.9	$3.7M	30k	122.12	View chart
Eli Lilly & Co. (LLY)	1.8	$3.5M	3.8k	919.77	View chart
Oracle Corporation (ORCL)	1.8	$3.4M	23k	147.11	View chart
Chevron Corporation (CVX)	1.6	$3.1M	15k	206.90	View chart
Meta Platforms Incorporated Class A Cl A (META)	1.5	$2.9M	5.1k	572.13	View chart
Invesco Van Kampen Bond Fund (VBF)	1.5	$2.9M	190k	15.00	View chart
Amazon (AMZN)	1.5	$2.8M	14k	208.27	View chart
Nrg Energy Incorporated Com New (NRG)	1.3	$2.5M	17k	146.14	View chart
Marriott International Incorporated Cl A (MAR)	1.3	$2.5M	7.5k	327.07	View chart
Lockheed Martin Corporation (LMT)	1.2	$2.4M	4.0k	604.39	View chart
Take-Two Interactive Software (TTWO)	1.2	$2.3M	12k	197.50	View chart
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT)	1.2	$2.2M	91k	24.55	View chart
Caterpillar (CAT)	1.1	$2.1M	2.9k	708.46	View chart
Apple (AAPL)	0.9	$1.7M	6.8k	253.79	View chart
Monster Beverage Corp (MNST)	0.8	$1.6M	23k	72.46	View chart
Crowdstrike Hldgs Incorporated Class A Cl A (CRWD)	0.8	$1.6M	4.0k	390.41	View chart
WesBan (WSBC)	0.8	$1.5M	43k	34.49	View chart
Abbvie (ABBV)	0.7	$1.4M	6.4k	217.49	View chart
Ft Energy Income Partners Enhanced Income Etf Ft Energy Income (EIPI)	0.7	$1.4M	61k	22.49	View chart
Dominion Resources (D)	0.7	$1.4M	22k	61.82	View chart
JPMorgan Chase & Co. (JPM)	0.7	$1.3M	4.4k	294.16	View chart
Exxon Mobil Corporation (XOM)	0.6	$1.2M	7.2k	169.66	View chart
Wal-Mart Stores (WMT)	0.6	$1.1M	8.9k	124.28	View chart
PNC Financial Services (PNC)	0.6	$1.1M	5.3k	208.09	View chart
Churchill Downs (CHDN)	0.6	$1.1M	12k	89.83	View chart
Walt Disney Company (DIS)	0.6	$1.1M	11k	96.38	View chart
Prologis (PLD)	0.5	$1.0M	7.9k	132.18	View chart
Brightspring Health Svcs (BTSG)	0.5	$1.0M	24k	42.61	View chart
Comfort Systems USA (FIX)	0.4	$854k	619.00	1378.99	View chart
Sterling Construction Company (STRL)	0.4	$833k	2.0k	407.27	View chart
Johnson & Johnson (JNJ)	0.4	$778k	3.2k	244.44	View chart
Ge Aerospace Com New (GE)	0.4	$765k	2.7k	283.77	View chart
CSX Corporation (CSX)	0.4	$765k	19k	41.05	View chart
Texas Roadhouse (TXRH)	0.4	$702k	4.2k	165.14	View chart
Celestica (CLS)	0.4	$690k	2.5k	281.68	View chart
Vanguard Real Estate Etf Real Estate Etf (VNQ)	0.4	$679k	7.7k	88.70	View chart
L3harris Technologies (LHX)	0.4	$676k	2.0k	345.15	View chart
Cameco Corporation (CCJ)	0.3	$640k	5.9k	108.61	View chart
Jabil Circuit (JBL)	0.3	$627k	2.4k	265.63	View chart
Ventas (VTR)	0.3	$625k	7.6k	81.78	View chart
State Street Spdr Bloomberg Convertible Securities Etf State Street Spd (CWB)	0.3	$598k	6.5k	91.52	View chart
Palantir Technologies Incorporated Class A Cl A (PLTR)	0.3	$578k	4.0k	146.28	View chart
Hubbell (HUBB)	0.3	$572k	1.2k	490.74	View chart
Aercap Holdings Nv SHS (AER)	0.3	$530k	3.9k	137.18	View chart
Procter & Gamble Company (PG)	0.3	$525k	3.6k	144.44	View chart
Ishares Tr Tips Bd Etf Tips Bd Etf (TIP)	0.3	$504k	4.6k	110.36	View chart
Asml Hldg Nv N Y Registry N Y Registry Shs (ASML)	0.3	$503k	381.00	1320.83	View chart
Equity Residential Sh Ben Int Reit Sh Ben Int (EQR)	0.3	$502k	8.5k	59.15	View chart
Peak (DOC)	0.3	$502k	31k	16.43	View chart
BlackRock Floating Rate Income Strat. Fn (FRA)	0.3	$496k	45k	11.02	View chart
Constellation Energy (CEG)	0.2	$480k	1.7k	279.25	View chart
Draftkings Incorporated New Com Class A Com Cl A (DKNG)	0.2	$471k	22k	21.62	View chart
Williams Companies (WMB)	0.2	$460k	6.3k	72.78	View chart
Saba Capital Income & Opportun Com New (SABA)	0.2	$419k	50k	8.32	View chart
State Street Technology Select Sector Spdr Etf State Street Tec (XLK)	0.2	$416k	3.1k	132.90	View chart
Johnson Controls Internation SHS (JCI)	0.2	$395k	3.0k	130.95	View chart
United Parcel Svcs Incorporated Class B CL B (UPS)	0.2	$379k	3.9k	98.37	View chart
At&t (T)	0.2	$374k	13k	28.99	View chart
Tesla Motors (TSLA)	0.2	$365k	981.00	371.75	View chart
Kyivstar Group Limited Ord Ord Shs (KYIV)	0.2	$356k	35k	10.12	View chart
Yum! Brands (YUM)	0.2	$350k	2.3k	155.48	View chart
Vanguard Total International Bond Etf Total Int Bd Etf (BNDX)	0.2	$344k	7.2k	48.05	View chart
Altria (MO)	0.2	$343k	5.2k	65.99	View chart
State Street Spdr S&p 500 Etf Trust Tr Unit (SPY)	0.2	$337k	518.00	650.34	View chart
Cheniere Energy Incorporated Com New (LNG)	0.2	$332k	1.2k	283.76	View chart
Goldman Sachs (GS)	0.2	$325k	384.00	845.99	View chart
Evercore Incorporated Class A Class A (EVR)	0.2	$324k	1.1k	298.51	View chart
McDonald's Corporation (MCD)	0.2	$322k	1.0k	310.79	View chart
Allied Motion Technologies (ALNT)	0.2	$312k	5.3k	59.09	View chart
Cbre Group Incorporated Class A Cl A (CBRE)	0.2	$308k	2.3k	135.46	View chart
Dollar General (DG)	0.2	$296k	2.5k	118.73	View chart
Spdr Gold Shares Gold Shs (GLD)	0.2	$291k	677.00	430.29	View chart
Metropcs Communications (TMUS)	0.1	$283k	1.3k	210.03	View chart
Nu Hldgs Limited Ord Shs Class A Ord Shs Cl A (NU)	0.1	$280k	20k	14.37	View chart
Pepsi (PEP)	0.1	$274k	1.8k	155.29	View chart
Coca-Cola Company (KO)	0.1	$273k	3.6k	76.05	View chart
Vita Coco Co Inc/the (COCO)	0.1	$270k	5.6k	47.91	View chart
State Street Industrial Select Sector Spdr Etf State Street Ind (XLI)	0.1	$264k	1.6k	161.73	View chart
Te Connectivity Plc Ord Ord Shs (TEL)	0.1	$261k	1.3k	209.02	View chart
eBay (EBAY)	0.1	$253k	2.8k	91.02	View chart
Ashland (ASH)	0.1	$245k	4.4k	55.61	View chart
Cisco Systems (CSCO)	0.1	$243k	3.1k	77.59	View chart
Costco Wholesale Corporation (COST)	0.1	$240k	241.00	996.43	View chart
State Street Financial Select Sector Spdr Etf State Street Fin (XLF)	0.1	$226k	4.6k	49.37	View chart
Norfolk Southern (NSC)	0.1	$213k	743.00	287.00	View chart
Truist Financial Corp equities (TFC)	0.1	$213k	4.6k	45.97	View chart
Berkshire Hathaway Incorporated Del Class B Cl B New (BRK.B)	0.1	$212k	443.00	479.20	View chart
Brown Forman Corporation Class A Cl A (BF.A)	0.1	$208k	7.8k	26.79	View chart
State Street Spdr Bloomberg High Yield Bond Etf State Street Spd (JNK)	0.1	$205k	2.1k	95.72	View chart
Alphabet Incorporated Cap Stk Class C Cap Stk Cl C (GOOG)	0.1	$202k	704.00	286.86	View chart
Invesco Preferred Etf Pfd Etf (PGX)	0.1	$179k	16k	10.88	View chart
Fiverr International Limited Ord Ord Shs (FVRR)	0.1	$173k	17k	10.02	View chart
DNP Select Income Fund (DNP)	0.1	$151k	15k	10.30	View chart

Past Filings by Legacy Financial Independent Advisors

SEC 13F filings are viewable for Legacy Financial Independent Advisors going back to 2026

Legacy Financial Independent Advisors 2026 Q1 filed May 5, 2026

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