Legacy Financial Advisors

Legacy Financial Advisors as of Dec. 31, 2020

Portfolio Holdings for Legacy Financial Advisors

Legacy Financial Advisors holds 142 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Msci Usa Minimum Volatility Index Etf (USMV) 23.8 $84M 1.2M 67.88
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 19.2 $68M 789k 86.22
Ishares Core Dividend Growth Etf Etf (DGRO) 10.0 $36M 793k 44.82
Ishares Inc Msci Eafe Minimum Volatility Index Etf (EFAV) 6.6 $23M 316k 73.41
Ishares Core Msci Eafe Etf Etf (IEFA) 3.8 $14M 196k 69.09
Hartford Total Return Bond Etf Etf (HTRB) 3.6 $13M 308k 41.74
Procter And Gamble Stock (PG) 3.1 $11M 78k 139.12
Hartford Municipal Opportunities Etf Etf (HMOP) 2.4 $8.6M 206k 41.81
Apple Stock (AAPL) 2.0 $7.0M 53k 132.73
Ishares International Dividend Growth Etf Etf (IGRO) 2.0 $7.0M 112k 63.10
Jpmorgan Chase & Co Stock (JPM) 1.2 $4.3M 34k 127.08
Microsoft Stock (MSFT) 1.0 $3.5M 16k 222.37
Pnc Finl Svcs Group Stock (PNC) 0.7 $2.6M 18k 148.67
Invesco S&p International Developed Low Volatility Etf Etf (IDLV) 0.7 $2.6M 86k 29.99
Ishares S&p 500 Index Etf (IVV) 0.6 $2.2M 5.9k 375.34
Amazon.com Stock (AMZN) 0.6 $2.1M 654.00 3258.41
Us Bancorp Del Stock (USB) 0.6 $2.0M 42k 46.57
Fifth Third Bancorp Stock (FITB) 0.5 $1.7M 63k 27.57
Ishares Msci Emerging Markets Min Vol Factor Etf Etf (EEMV) 0.5 $1.6M 26k 61.09
Truist Finl Corp Stock (TFC) 0.4 $1.6M 33k 47.68
Johnson & Johnson Stock (JNJ) 0.4 $1.5M 9.4k 157.34
Ishares Core S&p Mid Cap Etf Etf (IJH) 0.4 $1.4M 6.1k 229.76
Csx Corp Stock (CSX) 0.3 $1.2M 14k 90.79
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.3 $1.2M 13k 86.00
Visa Stock (V) 0.3 $1.1M 5.2k 218.54
Intel Corp Stock (INTC) 0.3 $1.1M 22k 49.74
Ishares Msci Eafe Etf Etf (EFA) 0.3 $1.1M 14k 73.46
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.3 $1.0M 17k 62.06
Unitedhealth Group Stock (UNH) 0.3 $1.0M 3.0k 350.51
Home Depot Stock (HD) 0.3 $1.0M 3.8k 265.64
Coca Cola Stock (KO) 0.3 $976k 18k 54.84
Ishares S&p Smallcap 600 Etf Etf (IJR) 0.3 $954k 10k 91.80
Cintas Corp Stock (CTAS) 0.3 $944k 2.7k 353.56
Spdr S&p 500 Etf Etf (SPY) 0.3 $922k 2.5k 372.37
Ishares Russell 3000 Etf Etf (IWV) 0.3 $900k 4.0k 223.60
Facebook Inc Cl A Stock (META) 0.2 $877k 3.2k 273.04
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.2 $848k 484.00 1752.07
Pfizer Stock (PFE) 0.2 $825k 22k 36.81
Snap On Stock (SNA) 0.2 $822k 4.8k 171.14
Google Stock (GOOGL) 0.2 $813k 464.00 1752.16
Nike Inc Class B Stock (NKE) 0.2 $810k 5.7k 141.44
Cisco Sys Stock (CSCO) 0.2 $783k 18k 44.73
Verizon Communications Stock (VZ) 0.2 $738k 13k 58.76
Ishares Msci Emerging Markets Etf Etf (EEM) 0.2 $730k 14k 51.67
Walmart Stock (WMT) 0.2 $722k 5.0k 144.17
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.2 $708k 3.1k 231.83
Merck & Co Stock (MRK) 0.2 $678k 8.3k 81.77
Texas Instrs Stock (TXN) 0.2 $652k 4.0k 164.19
Exxon Mobil Corp Stock (XOM) 0.2 $646k 16k 41.23
Mastercard Stock (MA) 0.2 $627k 1.8k 356.66
Disney Walt Stock (DIS) 0.2 $620k 3.4k 181.29
Amgen Stock (AMGN) 0.2 $613k 2.7k 229.59
Nvidia Corp Stock (NVDA) 0.2 $612k 1.2k 522.18
Pepsico Stock (PEP) 0.2 $602k 4.1k 148.28
Union Pac Corp Stock (UNP) 0.2 $600k 2.9k 208.33
Medtronic Stock (MDT) 0.2 $564k 4.8k 117.21
Mcdonalds Corp Stock (MCD) 0.2 $540k 2.5k 214.80
Tesla Motors Stock (TSLA) 0.1 $529k 750.00 705.33
Abbott Labs Stock (ABT) 0.1 $526k 4.8k 109.29
Ishares Tr Russell Midcap Index Etf (IWR) 0.1 $515k 7.5k 68.50
Abbvie Stock (ABBV) 0.1 $491k 4.6k 106.72
United Parcel Service Stock (UPS) 0.1 $490k 2.9k 168.56
Automatic Data Processing Stock (ADP) 0.1 $486k 2.8k 176.02
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.1 $485k 5.5k 88.65
Honeywell Intl Stock (HON) 0.1 $484k 2.3k 212.65
Chevron Corp Stock (CVX) 0.1 $481k 5.7k 84.39
Starbucks Corp Stock (SBUX) 0.1 $469k 4.4k 106.91
Ishares Msci Eafe Esg Select Etf Etf (ESGD) 0.1 $469k 6.4k 72.98
Raytheon Technologies Corp Stock (RTX) 0.1 $466k 6.5k 71.53
Nextera Energy Stock (NEE) 0.1 $457k 5.9k 77.05
Comcast Corp New Cl A Stock (CMCSA) 0.1 $437k 8.4k 52.34
Ishares Aggregate Bond Etf Etf (AGG) 0.1 $429k 3.6k 118.12
Boeing Stock (BA) 0.1 $409k 1.9k 214.25
Ishares Esg Aware Usd Corporate Bond Etf Etf (SUSC) 0.1 $404k 14k 28.31
Oracle Corporation Stock (ORCL) 0.1 $397k 6.1k 64.63
Motorola Solutions Stock (MSI) 0.1 $390k 2.3k 170.08
Ishares Msci Usa Esg Select Etf Etf (SUSA) 0.1 $387k 4.7k 82.45
Ishares Core Msci International Developed Markets Etf Etf (IDEV) 0.1 $385k 6.2k 61.63
Msc Indl Direct Inc Cl A Stock (MSM) 0.1 $385k 4.6k 84.39
Dover Corp Stock (DOV) 0.1 $384k 3.0k 126.19
Taiwan Semiconductor Manufacturing Adr (TSM) 0.1 $378k 3.5k 108.97
Paypal Hldgs Stock (PYPL) 0.1 $364k 1.6k 233.93
Novartis Adr (NVS) 0.1 $355k 3.8k 94.39
Huntington Bancshares Stock (HBAN) 0.1 $350k 28k 12.65
Gilead Sciences Stock (GILD) 0.1 $348k 6.0k 58.18
Bk Of America Corp Stock (BAC) 0.1 $347k 12k 30.26
Qualcomm Stock (QCOM) 0.1 $340k 2.2k 152.13
Adobe Sys Stock (ADBE) 0.1 $335k 670.00 500.00
Emerson Elec Stock (EMR) 0.1 $331k 4.1k 80.38
Enbridge Stock (ENB) 0.1 $326k 10k 31.97
General Electric Stock 0.1 $324k 30k 10.81
Netflix Stock (NFLX) 0.1 $319k 590.00 540.68
Public Svc Enterprise Grp Stock (PEG) 0.1 $317k 5.4k 58.36
V F Corp Stock (VFC) 0.1 $316k 3.7k 85.54
Allstate Corp Stock (ALL) 0.1 $308k 2.8k 110.04
Ishares Msci Global Min Vol Factor Etf Etf (ACWV) 0.1 $307k 3.2k 97.03
Accenture Ltd Bermuda Cl A Stock (ACN) 0.1 $305k 1.2k 260.91
Autodesk Stock (ADSK) 0.1 $295k 968.00 304.75
Thermo Fisher Scientific Stock (TMO) 0.1 $294k 631.00 465.93
Dominion Resources Stock (D) 0.1 $292k 3.9k 75.32
Quest Diagnostics Stock (DGX) 0.1 $287k 2.4k 119.09
Avago Technologies Stock (AVGO) 0.1 $280k 639.00 438.18
Paychex Stock (PAYX) 0.1 $279k 3.0k 93.19
Clorox Co Del Stock (CLX) 0.1 $277k 1.4k 201.45
At&t Stock (T) 0.1 $274k 9.5k 28.79
Hess Corp Stock (HES) 0.1 $274k 5.2k 52.71
Chicago Mercantile Hldgs Stock (CME) 0.1 $274k 1.5k 182.06
Medical Pptys Trust Reit (MPW) 0.1 $273k 13k 21.81
Ingredion Stock (INGR) 0.1 $271k 3.4k 78.66
Dupont De Nemours Stock (DD) 0.1 $270k 3.8k 71.15
BP Adr (BP) 0.1 $263k 13k 20.54
Lowes Cos Stock (LOW) 0.1 $259k 1.6k 160.67
Intl Business Machines Stock (IBM) 0.1 $255k 2.0k 126.11
Air Prods & Chems Stock (APD) 0.1 $254k 928.00 273.71
Costco Wholesale Corp Stock (COST) 0.1 $247k 655.00 377.10
Danaher Corp Stock (DHR) 0.1 $246k 1.1k 222.22
Amerisourcebergen Corp Stock (COR) 0.1 $245k 2.5k 97.84
Salesforce Stock (CRM) 0.1 $245k 1.1k 222.93
Spdr Ssga Us Large Cap Low Volatility Index Etf Etf (LGLV) 0.1 $244k 2.0k 119.84
Lilly Eli & Co Stock (LLY) 0.1 $242k 1.4k 168.64
Morgan Stanley Stock (MS) 0.1 $239k 3.5k 68.60
Peoples Bk Bridgeport Cn Stock 0.1 $237k 18k 12.94
Philip Morris Intl Stock (PM) 0.1 $237k 2.9k 82.66
Crane Stock 0.1 $235k 3.0k 77.66
Target Corp Stock (TGT) 0.1 $231k 1.3k 176.47
Tjx Cos Stock (TJX) 0.1 $229k 3.4k 68.15
Bristol-myers Squibb Stock (BMY) 0.1 $228k 3.7k 62.11
Ishares Amt-free Muni Bond Etf Etf (MUB) 0.1 $227k 1.9k 117.07
Applied Matls Stock (AMAT) 0.1 $227k 2.6k 86.21
Eastman Chemical Stock (EMN) 0.1 $226k 2.3k 100.22
Advanced Micro Devices Stock (AMD) 0.1 $225k 2.5k 91.80
3M Stock (MMM) 0.1 $224k 1.3k 174.86
Chipotle Mexican Grill Stock (CMG) 0.1 $218k 157.00 1388.54
Toyota Motor Corp Sp Adr Rep2com Adr (TM) 0.1 $218k 1.4k 154.83
Enterprise Prods Partners Stock (EPD) 0.1 $217k 11k 19.60
Asml Holding N V N Y Registry Adr (ASML) 0.1 $216k 443.00 487.58
Investors Bancorp Stock 0.1 $215k 20k 10.56
Deere & Co Stock (DE) 0.1 $213k 791.00 269.28
Unilever Adr (UL) 0.1 $213k 3.5k 60.36
Henry Jack & Assoc Stock (JKHY) 0.1 $211k 1.3k 162.18
Duke Energy Corp Stock (DUK) 0.1 $207k 2.3k 91.47
Cerner Corp Stock 0.1 $203k 2.6k 78.29