Legacy Financial Advisors

Legacy Financial Advisors as of June 30, 2022

Portfolio Holdings for Legacy Financial Advisors

Legacy Financial Advisors holds 219 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 15.2 $61M 730k 83.78
Ishares Tr Msci Usa Minimum Volatility Index Etf (USMV) 14.3 $58M 820k 70.21
Ishares Core Dividend Growth Etf Etf (DGRO) 11.2 $45M 949k 47.64
Ishares Aggregate Bond Etf Etf (AGG) 7.6 $31M 300k 101.68
Ishares Inc Msci Eafe Minimum Volatility Index Etf (EFAV) 3.8 $15M 241k 63.31
Ishares Core Msci Eafe Etf Etf (IEFA) 3.6 $14M 244k 58.85
Procter And Gamble Stock (PG) 2.7 $11M 76k 143.79
Wisdomtree Global Ex-u.s. Quality Dividend Growth Fund Etf (DNL) 2.5 $10M 317k 31.69
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI) 2.2 $9.0M 175k 51.48
Apple Stock (AAPL) 2.0 $8.1M 59k 136.71
Vanguard Russell 1000 Growth Etf Etf (VONG) 1.5 $6.2M 111k 56.28
Ishares Trs&p Short Term Natl Municipal Bd Etf (SUB) 1.5 $6.1M 58k 104.66
Microsoft Stock (MSFT) 1.3 $5.1M 20k 256.84
Jpmorgan Chase & Co Stock (JPM) 1.0 $4.0M 35k 112.61
Ishares S&p 500 Index Etf (IVV) 0.7 $2.8M 7.4k 379.13
Johnson & Johnson Stock (JNJ) 0.6 $2.5M 14k 177.48
Pnc Finl Svcs Group Stock (PNC) 0.6 $2.5M 16k 157.79
Ishares International Dividend Growth Etf Etf (IGRO) 0.6 $2.4M 42k 57.34
Fifth Third Bancorp Stock (FITB) 0.6 $2.4M 71k 33.59
Us Bancorp Del Stock (USB) 0.5 $2.0M 44k 46.03
Exxon Mobil Corp Stock (XOM) 0.5 $1.9M 22k 85.63
Unitedhealth Group Stock (UNH) 0.5 $1.9M 3.7k 513.79
Amazon.com Stock (AMZN) 0.5 $1.9M 17k 106.20
Pfizer Stock (PFE) 0.5 $1.8M 35k 52.43
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.4 $1.8M 21k 83.91
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.4 $1.7M 776.00 2188.14
Coca Cola Stock (KO) 0.4 $1.6M 26k 62.92
Ishares Msci Eafe Value Index Etf Etf (EFV) 0.4 $1.6M 37k 43.39
Ishares Russell 3000 Etf Etf (IWV) 0.4 $1.6M 7.2k 217.40
Google Stock (GOOGL) 0.4 $1.5M 686.00 2179.30
Verizon Communications Stock (VZ) 0.4 $1.4M 28k 50.75
Merck & Co Stock (MRK) 0.4 $1.4M 16k 91.14
Invesco S&p International Developed Low Volatility Etf Etf (IDLV) 0.3 $1.3M 47k 27.60
Visa Stock (V) 0.3 $1.3M 6.6k 196.94
Intel Corp Stock (INTC) 0.3 $1.2M 33k 37.40
Chevron Corp Stock (CVX) 0.3 $1.2M 8.1k 144.82
Snap On Stock (SNA) 0.3 $1.1M 5.8k 197.12
Pepsico Stock (PEP) 0.3 $1.1M 6.6k 166.72
Tesla Motors Stock (TSLA) 0.3 $1.0M 1.5k 673.34
Ishares Amt-free Muni Bond Etf Etf (MUB) 0.3 $1.0M 9.8k 106.40
Home Depot Stock (HD) 0.3 $1.0M 3.7k 274.34
Texas Instrs Stock (TXN) 0.2 $977k 6.4k 153.59
Ishares Esg Aware U.s. Aggregate Bond Etf Etf (EAGG) 0.2 $970k 20k 48.96
Raytheon Technologies Corp Stock (RTX) 0.2 $965k 10k 96.15
Mcdonalds Corp Stock (MCD) 0.2 $960k 3.9k 246.85
Truist Finl Corp Stock (TFC) 0.2 $959k 20k 47.42
Amgen Stock (AMGN) 0.2 $958k 3.9k 243.33
Cintas Corp Stock (CTAS) 0.2 $943k 2.5k 373.61
Intl Business Machines Stock (IBM) 0.2 $919k 6.5k 141.21
General Dynamics Corp Stock (GD) 0.2 $895k 4.0k 221.37
Nvidia Corp Stock (NVDA) 0.2 $893k 5.9k 151.64
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.2 $880k 3.2k 273.12
Cisco Sys Stock (CSCO) 0.2 $871k 20k 42.65
Ishares Msci Emerging Markets Etf Etf (EEM) 0.2 $851k 21k 40.10
United Parcel Service Stock (UPS) 0.2 $836k 4.6k 182.61
Csx Corp Stock (CSX) 0.2 $830k 29k 29.07
Oracle Corporation Stock (ORCL) 0.2 $814k 12k 69.83
Ishares Core S&p Mid Cap Etf Etf (IJH) 0.2 $783k 3.5k 226.17
Lockheed Martin Corp Stock (LMT) 0.2 $777k 1.8k 429.99
At&t Stock (T) 0.2 $773k 37k 20.97
Mastercard Stock (MA) 0.2 $745k 2.4k 315.28
Abbvie Stock (ABBV) 0.2 $739k 4.8k 153.16
American Finl Group Inc O Stock (AFG) 0.2 $722k 5.2k 138.74
Meta Platforms Inc Cl A Stock (META) 0.2 $672k 4.2k 161.19
Ishares Tr Russell Midcap Index Etf (IWR) 0.2 $663k 10k 64.67
Ishares S&p Smallcap 600 Etf Etf (IJR) 0.2 $660k 7.1k 92.39
Medtronic Stock (MDT) 0.2 $659k 7.3k 89.77
Novartis Adr (NVS) 0.2 $655k 7.8k 84.46
Bk Of America Corp Stock (BAC) 0.2 $650k 21k 31.14
Automatic Data Processing Stock (ADP) 0.2 $640k 3.0k 209.97
Honeywell Intl Stock (HON) 0.2 $639k 3.7k 173.83
Vanguard Total Stk Mkt Etf (VTI) 0.2 $612k 3.2k 188.48
Firstenergy Corp Stock (FE) 0.1 $602k 16k 38.38
Progressive Corp Stock (PGR) 0.1 $601k 5.2k 116.20
Public Svc Enterprise Grp Stock (PEG) 0.1 $592k 9.4k 63.27
Walmart Stock (WMT) 0.1 $588k 4.8k 121.66
Accenture Ltd Bermuda Cl A Stock (ACN) 0.1 $581k 2.1k 277.86
Hess Corp Stock (HES) 0.1 $573k 5.4k 105.88
Lilly Eli & Co Stock (LLY) 0.1 $569k 1.8k 324.22
Union Pac Corp Stock (UNP) 0.1 $559k 2.6k 213.28
Msc Indl Direct Inc Cl A Stock (MSM) 0.1 $557k 7.4k 75.17
Paychex Stock (PAYX) 0.1 $544k 4.8k 113.88
Motorola Solutions Stock (MSI) 0.1 $538k 2.6k 209.58
Gilead Sciences Stock (GILD) 0.1 $534k 8.6k 61.77
Nextera Energy Stock (NEE) 0.1 $528k 6.8k 77.43
Amerisourcebergen Corp Stock (COR) 0.1 $525k 3.7k 141.51
Boeing Stock (BA) 0.1 $510k 3.7k 136.66
Dominion Resources Stock (D) 0.1 $509k 6.4k 79.74
Abbott Labs Stock (ABT) 0.1 $506k 4.7k 108.68
Thermo Fisher Scientific Stock (TMO) 0.1 $499k 919.00 542.98
Gap Stock (GAP) 0.1 $498k 61k 8.24
Quest Diagnostics Stock (DGX) 0.1 $483k 3.6k 132.95
Huntington Ingalls Inds Stock (HII) 0.1 $481k 2.2k 218.04
V F Corp Stock (VFC) 0.1 $471k 11k 44.15
Bristol-myers Squibb Stock (BMY) 0.1 $470k 6.1k 77.06
Qualcomm Stock (QCOM) 0.1 $467k 3.7k 127.70
Cullen Frost Bankers Stock (CFR) 0.1 $456k 3.9k 116.53
Disney Walt Stock (DIS) 0.1 $456k 4.8k 94.41
Salesforce Stock (CRM) 0.1 $449k 2.7k 165.01
Duke Energy Corp Stock (DUK) 0.1 $447k 4.2k 107.12
Philip Morris Intl Stock (PM) 0.1 $447k 4.5k 98.76
Clorox Co Del Stock (CLX) 0.1 $436k 3.1k 140.96
BP Adr (BP) 0.1 $432k 15k 28.35
Nike Inc Class B Stock (NKE) 0.1 $427k 4.2k 102.20
Vanguard Growth Etf Etf (VUG) 0.1 $426k 1.9k 222.92
Novo-nordisk A/s Adr Adr Cmn Adr (NVO) 0.1 $426k 3.8k 111.52
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB) 0.1 $425k 18k 24.11
Crane Hldgs Stock (CXT) 0.1 $417k 4.8k 87.46
Costco Wholesale Corp Stock (COST) 0.1 $413k 863.00 478.56
Hillman Solutions Corp Stock (HLMN) 0.1 $410k 48k 8.63
Medical Pptys Trust Reit (MPW) 0.1 $406k 27k 15.27
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.1 $398k 4.8k 83.68
Avago Technologies Stock (AVGO) 0.1 $398k 819.00 485.96
C H Robinson Worldwide Stock (CHRW) 0.1 $395k 3.9k 101.36
Taiwan Semiconductor Manufacturing Adr (TSM) 0.1 $392k 4.8k 81.80
Dover Corp Stock (DOV) 0.1 $392k 3.2k 121.44
Spdr Gold Etf Etf (GLD) 0.1 $387k 2.3k 168.41
Comcast Corp New Cl A Stock (CMCSA) 0.1 $384k 9.8k 39.20
Royal Dutch Shell Plc- Adr (SHEL) 0.1 $384k 7.4k 52.24
Allstate Corp Stock (ALL) 0.1 $384k 3.0k 126.82
Phillips 66 Stock (PSX) 0.1 $378k 4.6k 82.07
Danaher Corp Stock (DHR) 0.1 $372k 1.5k 253.75
Astrazeneca Plc- Spons Adr (AZN) 0.1 $370k 5.6k 66.07
Total Sa Adr (TTE) 0.1 $368k 7.0k 52.61
Kroger Stock (KR) 0.1 $367k 7.8k 47.34
Toyota Motor Corp Ads Adr (TM) 0.1 $359k 2.3k 154.08
Huntington Bancshares Stock (HBAN) 0.1 $355k 30k 12.03
Applied Matls Stock (AMAT) 0.1 $353k 3.9k 91.07
M & T Bk Corp Stock (MTB) 0.1 $353k 2.2k 159.58
Chicago Mercantile Hldgs Stock (CME) 0.1 $353k 1.7k 204.52
Skyworks Solutions Stock (SWKS) 0.1 $353k 3.8k 92.65
Starbucks Corp Stock (SBUX) 0.1 $351k 4.6k 76.30
Chubb Stock (CB) 0.1 $350k 1.8k 196.63
Lowes Cos Stock (LOW) 0.1 $349k 2.0k 174.59
Citizens Finl Group Stock (CFG) 0.1 $335k 9.4k 35.69
Vanguard Dividend Appreciation Etf Etf (VIG) 0.1 $332k 2.3k 143.29
Conocophillips Stock (COP) 0.1 $328k 3.7k 89.81
Unilever Adr (UL) 0.1 $326k 7.1k 45.83
Vertex Pharmaceuticals In Stock (VRTX) 0.1 $325k 1.2k 281.63
United Contl Hldgs Stock (UAL) 0.1 $320k 9.0k 35.41
Analog Devices Stock (ADI) 0.1 $320k 2.2k 146.19
Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 0.1 $319k 32k 9.97
Air Prods & Chems Stock (APD) 0.1 $319k 1.3k 240.39
Omnicom Group Stock (OMC) 0.1 $314k 4.9k 63.55
Morgan Stanley Stock (MS) 0.1 $313k 4.1k 75.93
Eastman Chemical Stock (EMN) 0.1 $313k 3.5k 89.63
Ingredion Stock (INGR) 0.1 $308k 3.5k 88.30
Intuit Stock (INTU) 0.1 $307k 796.00 385.68
Monster Beverage Corp Stock (MNST) 0.1 $307k 3.3k 92.55
Principal Financial Group Stock (PFG) 0.1 $305k 4.6k 66.81
Autodesk Stock (ADSK) 0.1 $298k 1.7k 172.25
Netflix Stock (NFLX) 0.1 $296k 1.7k 174.84
Kimball Electronics Stock (KE) 0.1 $295k 15k 20.07
Takeda Pharmaceutical Adr (TAK) 0.1 $286k 20k 14.04
Marathon Pete Corp Stock (MPC) 0.1 $284k 3.5k 82.20
Synopsys Stock (SNPS) 0.1 $282k 929.00 303.55
Comerica Stock (CMA) 0.1 $279k 3.8k 73.46
Enbridge Stock (ENB) 0.1 $278k 6.6k 42.22
Northrop Grumman Corp Stock (NOC) 0.1 $278k 582.00 477.66
Mondelez Intl Inc Cl A Stock (MDLZ) 0.1 $277k 4.5k 62.01
Alibaba Group Hldg Adr (BABA) 0.1 $277k 2.4k 113.85
Asml Holding N V N Y Registry Adr (ASML) 0.1 $268k 563.00 476.02
Cabot Oil & Gas Cp Stock (CTRA) 0.1 $268k 10k 25.79
Adobe Sys Stock (ADBE) 0.1 $267k 729.00 366.26
Cvs Health Corp Stock (CVS) 0.1 $265k 2.9k 92.53
Linde Stock 0.1 $264k 917.00 287.90
Helmerich & Payne Stock (HP) 0.1 $263k 6.1k 43.14
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.1 $263k 6.5k 40.75
Centerpoint Energy Stock (CNP) 0.1 $262k 8.9k 29.53
Blackrock Stock (BLK) 0.1 $259k 425.00 609.41
Henry Jack & Assoc Stock (JKHY) 0.1 $254k 1.4k 180.01
Ishares Msci Eafe Small-cap Etf Etf (SCZ) 0.1 $253k 4.6k 54.50
Elevance Health Stock (ELV) 0.1 $252k 523.00 481.84
American Tower Corp Reit (AMT) 0.1 $249k 974.00 255.65
Royal Bank Of Canada Stock (RY) 0.1 $249k 2.6k 96.81
Regeneron Pharmaceuticals Stock (REGN) 0.1 $246k 416.00 591.35
Wells Fargo Stock (WFC) 0.1 $244k 6.2k 39.10
Enterprise Prods Partners Stock (EPD) 0.1 $244k 10k 24.40
Deere & Co Stock (DE) 0.1 $243k 812.00 299.26
Robert Half Intl Stock (RHI) 0.1 $243k 3.2k 75.00
Tjx Cos Stock (TJX) 0.1 $242k 4.3k 55.76
Electronics Arts Stock (EA) 0.1 $242k 2.0k 121.42
General Electric Stock (GE) 0.1 $237k 3.7k 63.74
Bce Stock (BCE) 0.1 $234k 4.8k 49.24
Sony Group Corporation Adr (SONY) 0.1 $233k 2.9k 81.61
Activision Stock 0.1 $232k 3.0k 77.98
Cigna Corp Stock (CI) 0.1 $232k 882.00 263.04
Entergy Corp Stock (ETR) 0.1 $231k 2.1k 112.41
S&p Global Stock (SPGI) 0.1 $231k 685.00 337.23
Goldman Sachs Group Stock (GS) 0.1 $231k 779.00 296.53
Spdr S&p 500 Etf Etf (SPY) 0.1 $230k 609.00 377.67
Raymond James Finl Stock (RJF) 0.1 $227k 2.5k 89.33
Crown Castle Intl Corp Reit (CCI) 0.1 $225k 1.3k 168.41
O Reilly Automotive Stock (ORLY) 0.1 $225k 356.00 632.02
Aon Corp Stock (AON) 0.1 $224k 832.00 269.23
First Finl Bancorp Oh Stock (FFBC) 0.1 $219k 11k 19.39
Lincoln Elec Hldgs Stock (LECO) 0.1 $219k 1.8k 123.31
T-mobile Us Stock (TMUS) 0.1 $219k 1.6k 134.77
Ishares Dj Us Technology Etf (IYW) 0.1 $219k 2.7k 79.90
Allison Transmission Hldgs Stock (ALSN) 0.1 $217k 5.6k 38.44
Eog Resources Stock (EOG) 0.1 $214k 1.9k 110.31
Skywest Stock (SKYW) 0.1 $213k 10k 21.30
Hsbc Holdings Plc Spons Adr (HSBC) 0.1 $212k 6.5k 32.73
Marsh & Mclennan Cos Stock (MMC) 0.1 $209k 1.3k 155.39
Waste Management Stock (WM) 0.1 $207k 1.4k 152.88
Vanguard Real Estate Etf Etf (VNQ) 0.1 $204k 2.2k 91.19
Sanofi Sa Adr (SNY) 0.1 $203k 4.1k 50.06
Dollar Gen Corp Stock (DG) 0.1 $203k 829.00 244.87
Cincinnati Finl Corp Stock (CINF) 0.1 $202k 1.7k 118.89
Paypal Hldgs Stock (PYPL) 0.1 $202k 2.9k 69.97
Deutsche Bank A G Namen Akt Stock (DB) 0.0 $180k 21k 8.76
Goodyear Tire & Rubr Stock (GT) 0.0 $164k 15k 10.70
Ing Groep Nv Adr (ING) 0.0 $162k 16k 9.92
Warner Bros Discovery Inc Com Ser A Stock (WBD) 0.0 $136k 10k 13.42
Ford Motor Company Stock (F) 0.0 $130k 12k 11.17
Sirius Xm Radio Stock (SIRI) 0.0 $105k 17k 6.11
Peloton Interactive Inc Cl A Stock (PTON) 0.0 $95k 10k 9.16
Mitsubishi Ufj Finl Group Inc Sponsored Adr (MUFG) 0.0 $81k 15k 5.31
Nokia Corp Adr (NOK) 0.0 $52k 11k 4.59