Legacy Financial Advisors

Legacy Financial Advisors as of March 31, 2023

Portfolio Holdings for Legacy Financial Advisors

Legacy Financial Advisors holds 251 positions in its portfolio as reported in the March 2023 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) 16.3 $80M 879k 90.55
Ishares Tr Msci Usa Minimum Volatility Index Etf (USMV) 9.4 $46M 634k 72.74
Ishares Core Dividend Growth Etf Etf (DGRO) 7.5 $37M 731k 49.99
Ishares Aggregate Bond Etf Etf (AGG) 5.8 $28M 285k 99.64
Ishares Core Msci Eafe Etf Etf (IEFA) 3.8 $19M 280k 66.85
Ishares Inc Msci Eafe Minimum Volatility Index Etf (EFAV) 3.4 $17M 244k 67.65
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 3.4 $17M 334k 49.33
Vanguard Russell 1000 Growth Etf Etf (VONG) 3.3 $16M 256k 62.89
Ishares Amt-free Muni Bond Etf Etf (MUB) 3.1 $15M 141k 107.74
Wisdomtree Global Ex-us Quality Dividend Growth Fund Etf (DNL) 2.9 $14M 398k 35.47
Procter And Gamble Stock (PG) 2.3 $11M 76k 148.69
Apple Stock (AAPL) 2.2 $11M 65k 164.90
Microsoft Stock (MSFT) 1.5 $7.4M 26k 288.31
Ishares Msci Eafe Value Index Etf Etf (EFV) 1.5 $7.1M 147k 48.53
Jpmorgan Chase & Co Stock (JPM) 1.0 $5.0M 38k 130.31
Vanguard Total Stk Mkt Etf (VTI) 0.9 $4.4M 22k 204.10
Ishares S&p 500 Index Etf (IVV) 0.8 $4.1M 10k 411.08
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW) 0.6 $3.0M 48k 62.34
Exxon Mobil Corp Stock (XOM) 0.5 $2.6M 24k 109.66
Nvidia Corp Stock (NVDA) 0.5 $2.5M 9.1k 277.79
Johnson & Johnson Stock (JNJ) 0.4 $2.2M 14k 155.00
Amazon.com Stock (AMZN) 0.4 $2.1M 21k 103.29
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.4 $2.1M 47k 45.17
Visa Stock (V) 0.4 $2.0M 9.1k 225.47
Fifth Third Bancorp Stock (FITB) 0.4 $2.0M 76k 26.64
Merck & Co Stock (MRK) 0.4 $1.9M 18k 106.40
Chevron Corp Stock (CVX) 0.4 $1.9M 12k 163.17
Pnc Finl Svcs Group Stock (PNC) 0.4 $1.9M 15k 127.11
Coca Cola Stock (KO) 0.4 $1.8M 30k 62.03
Unitedhealth Group Stock (UNH) 0.4 $1.8M 3.9k 472.65
Meta Platforms Inc Cl A Stock (META) 0.4 $1.8M 8.5k 211.94
Us Bancorp Del Stock (USB) 0.4 $1.8M 49k 36.05
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.4 $1.8M 17k 104.01
Google Stock (GOOGL) 0.4 $1.8M 17k 103.73
Cisco Sys Stock (CSCO) 0.3 $1.7M 33k 52.28
Tesla Motors Stock (TSLA) 0.3 $1.6M 7.9k 207.48
Snap On Stock (SNA) 0.3 $1.5M 6.2k 246.90
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.3 $1.5M 17k 90.45
Texas Instrs Stock (TXN) 0.3 $1.5M 8.2k 186.01
Pepsico Stock (PEP) 0.3 $1.5M 8.3k 182.31
Ishares Core S&p Mid Cap Etf Etf (IJH) 0.3 $1.5M 6.0k 250.16
Comcast Corp New Cl A Stock (CMCSA) 0.3 $1.4M 37k 37.91
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.3 $1.4M 4.4k 308.81
Verizon Communications Stock (VZ) 0.3 $1.3M 34k 38.89
Abbvie Stock (ABBV) 0.3 $1.3M 8.1k 159.39
Mcdonalds Corp Stock (MCD) 0.3 $1.3M 4.5k 279.64
Schwab Us Dividend Equity Etf Etf (SCHD) 0.3 $1.3M 17k 73.16
Home Depot Stock (HD) 0.2 $1.2M 4.1k 295.17
Raytheon Technologies Corp Stock (RTX) 0.2 $1.2M 12k 97.94
Mastercard Stock (MA) 0.2 $1.2M 3.3k 363.47
Oracle Corporation Stock (ORCL) 0.2 $1.2M 13k 92.92
United Parcel Service Stock (UPS) 0.2 $1.2M 6.1k 193.99
Lockheed Martin Corp Stock (LMT) 0.2 $1.2M 2.5k 472.80
Amgen Stock (AMGN) 0.2 $1.1M 4.7k 241.78
Pfizer Stock (PFE) 0.2 $1.1M 28k 40.80
Cintas Corp Stock (CTAS) 0.2 $1.1M 2.4k 462.81
Boeing Stock (BA) 0.2 $1.1M 5.2k 212.44
General Dynamics Corp Stock (GD) 0.2 $1.1M 4.7k 228.22
Netflix Stock (NFLX) 0.2 $1.1M 3.1k 345.48
Schwab Fundamental International Large Co. Index Etf Etf (FNDF) 0.2 $1.1M 34k 31.27
Walmart Stock (WMT) 0.2 $1.0M 7.0k 147.46
Medtronic Stock (MDT) 0.2 $983k 12k 80.62
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG) 0.2 $954k 20k 48.06
Hillman Solutions Corp Stock (HLMN) 0.2 $947k 113k 8.42
Lilly Eli & Co Stock (LLY) 0.2 $934k 2.7k 343.46
Ishares S&p Smallcap 600 Etf Etf (IJR) 0.2 $898k 9.3k 96.70
Avago Technologies Stock (AVGO) 0.2 $896k 1.4k 641.61
Ishares International Dividend Growth Etf Etf (IGRO) 0.2 $884k 15k 60.62
Automatic Data Processing Stock (ADP) 0.2 $858k 3.9k 222.63
Honeywell Intl Stock (HON) 0.2 $817k 4.3k 191.15
Csx Corp Stock (CSX) 0.2 $816k 27k 29.94
Novo-nordisk A/s Adr Adr Cmn Adr (NVO) 0.2 $805k 5.1k 159.14
Gilead Sciences Stock (GILD) 0.2 $799k 9.6k 82.98
Motorola Solutions Stock (MSI) 0.2 $782k 2.7k 286.18
Vanguard Mega Cap Growth Etf Etf (MGK) 0.2 $774k 3.8k 204.51
Intel Corp Stock (INTC) 0.2 $768k 24k 32.67
Intl Business Machines Stock (IBM) 0.2 $761k 5.8k 131.10
Thermo Fisher Scientific Stock (TMO) 0.2 $751k 1.3k 576.39
Progressive Corp Stock (PGR) 0.2 $749k 5.2k 143.06
Hess Corp Stock (HES) 0.2 $739k 5.6k 132.36
Wisdomtree International Equity Fund Etf (DWM) 0.1 $733k 15k 49.73
At&t Stock (T) 0.1 $731k 38k 19.25
Starbucks Corp Stock (SBUX) 0.1 $729k 7.0k 104.14
Msc Indl Direct Inc Cl A Stock (MSM) 0.1 $718k 8.6k 84.00
Wisdomtree Emerging Markets Ex-china Fund Etf (XC) 0.1 $709k 27k 25.92
BP Adr (BP) 0.1 $709k 19k 37.94
Nike Inc Class B Stock (NKE) 0.1 $709k 5.8k 122.64
Salesforce Stock (CRM) 0.1 $701k 3.5k 199.78
Firstenergy Corp Stock (FE) 0.1 $672k 17k 40.06
Accenture Ltd Bermuda Cl A Stock (ACN) 0.1 $663k 2.3k 285.92
Analog Devices Stock (ADI) 0.1 $660k 3.3k 197.22
Bank America Corp Stock (BAC) 0.1 $659k 23k 28.60
Marathon Pete Corp Stock (MPC) 0.1 $655k 4.9k 134.83
Public Svc Enterprise Grp Stock (PEG) 0.1 $650k 10k 62.45
Truist Finl Corp Stock (TFC) 0.1 $650k 19k 34.10
American Finl Group Inc O Stock (AFG) 0.1 $635k 5.2k 121.50
T Rowe Price Group Stock (TROW) 0.1 $626k 5.5k 112.92
Sentinelone Inc Cl A Stock (S) 0.1 $622k 38k 16.36
Skyworks Solutions Stock (SWKS) 0.1 $617k 5.2k 117.99
Disney Walt Stock (DIS) 0.1 $607k 6.1k 100.14
Costco Wholesale Corp Stock (COST) 0.1 $605k 1.2k 497.25
Crane Nxt Stock (CXT) 0.1 $601k 5.3k 113.51
Conocophillips Stock (COP) 0.1 $598k 6.0k 99.21
Nextera Energy Stock (NEE) 0.1 $594k 7.7k 77.08
Phillips 66 Stock (PSX) 0.1 $587k 5.8k 101.39
Clorox Co Del Stock (CLX) 0.1 $587k 3.7k 158.27
Abbott Labs Stock (ABT) 0.1 $582k 5.7k 101.27
Duke Energy Corp Stock (DUK) 0.1 $576k 6.0k 96.48
Ishares Russell 3000 Etf Etf (IWV) 0.1 $575k 2.4k 235.41
Royal Dutch Shell Plc- Adr (SHEL) 0.1 $565k 9.8k 57.54
Quest Diagnostics Stock (DGX) 0.1 $561k 4.0k 141.49
Kimball Electronics Stock (KE) 0.1 $559k 23k 24.10
Omnicom Group Stock (OMC) 0.1 $547k 5.8k 94.35
Unilever Adr (UL) 0.1 $545k 11k 51.93
Dover Corp Stock (DOV) 0.1 $536k 3.5k 151.94
Bristol-myers Squibb Stock (BMY) 0.1 $536k 7.7k 69.31
Asml Holding N V N Y Registry Adr (ASML) 0.1 $535k 785.00 681.12
Vanguard Value Etf Etf (VTV) 0.1 $531k 3.8k 138.11
Ishares Msci Eafe Small-cap Etf Etf (SCZ) 0.1 $531k 8.9k 59.51
Union Pac Corp Stock (UNP) 0.1 $526k 2.6k 201.32
Robert Half Intl Stock (RHI) 0.1 $526k 6.5k 80.58
Astrazeneca Plc- Spons Adr (AZN) 0.1 $525k 7.6k 69.42
Philip Morris Intl Stock (PM) 0.1 $521k 5.4k 97.25
Taiwan Semiconductor Manufacturing Adr (TSM) 0.1 $521k 5.6k 93.03
Novartis Adr (NVS) 0.1 $514k 5.6k 92.01
Total Sa Adr (TTE) 0.1 $508k 8.6k 59.05
Morgan Stanley Stock (MS) 0.1 $506k 5.8k 87.81
Paychex Stock (PAYX) 0.1 $501k 4.4k 114.61
Huntington Ingalls Inds Stock (HII) 0.1 $495k 2.4k 207.05
Adobe Sys Stock (ADBE) 0.1 $490k 1.3k 385.52
Tjx Cos Stock (TJX) 0.1 $484k 6.2k 78.36
Air Prods & Chems Stock (APD) 0.1 $474k 1.7k 287.35
Cullen Frost Bankers Stock (CFR) 0.1 $474k 4.5k 105.36
Spdr Ssga Us Large Cap Low Volatility Index Etf Etf (LGLV) 0.1 $470k 3.4k 136.80
Synopsys Stock (SNPS) 0.1 $464k 1.2k 386.25
Wisdomtree U.s. Quality Growth Fund Etf (QGRW) 0.1 $457k 16k 28.39
Vanguard Esg U.s. Stock Etf Etf (ESGV) 0.1 $451k 6.3k 71.71
Danaher Corp Stock (DHR) 0.1 $448k 1.8k 252.06
Eastman Chemical Stock (EMN) 0.1 $440k 5.2k 84.35
Applied Matls Stock (AMAT) 0.1 $439k 3.6k 122.84
Vertex Pharmaceuticals In Stock (VRTX) 0.1 $437k 1.4k 315.07
Qualcomm Stock (QCOM) 0.1 $436k 3.4k 127.59
C H Robinson Worldwide Stock (CHRW) 0.1 $431k 4.3k 99.38
Linde Stock (LIN) 0.1 $430k 1.2k 355.44
Mondelez Intl Inc Cl A Stock (MDLZ) 0.1 $425k 6.1k 69.72
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.1 $422k 4.8k 88.77
General Electric Stock (GE) 0.1 $420k 4.4k 95.61
Eaton Corp Stock (ETN) 0.1 $419k 2.4k 171.35
Prologis Share Beneficial Int Reit (PLD) 0.1 $411k 3.3k 124.80
Monster Beverage Corp Stock (MNST) 0.1 $407k 7.5k 54.01
Deere & Co Stock (DE) 0.1 $405k 981.00 412.97
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB) 0.1 $404k 17k 24.06
Takeda Pharmaceutical Adr (TAK) 0.1 $401k 24k 16.48
Lowes Cos Stock (LOW) 0.1 $399k 2.0k 200.01
Advanced Micro Devices Stock (AMD) 0.1 $391k 4.0k 98.01
Hsbc Holdings Plc Spons Adr (HSBC) 0.1 $390k 11k 34.13
Kroger Stock (KR) 0.1 $390k 7.9k 49.37
Ingredion Stock (INGR) 0.1 $386k 3.8k 101.74
Sony Group Corporation Adr (SONY) 0.1 $377k 4.2k 90.67
Regeneron Pharmaceuticals Stock (REGN) 0.1 $374k 455.00 821.67
O Reilly Automotive Stock (ORLY) 0.1 $373k 439.00 849.37
Autodesk Stock (ADSK) 0.1 $372k 1.8k 208.19
Ishares Tr Russell Midcap Index Etf (IWR) 0.1 $364k 5.2k 69.92
S&p Global Stock (SPGI) 0.1 $363k 1.1k 344.85
Huntington Bancshares Stock (HBAN) 0.1 $361k 32k 11.20
Chubb Stock (CB) 0.1 $358k 1.8k 194.20
Principal Financial Group Stock (PFG) 0.1 $353k 4.7k 74.33
Amerisourcebergen Corp Stock (COR) 0.1 $348k 2.2k 160.12
Henry Jack & Assoc Stock (JKHY) 0.1 $342k 2.3k 150.75
Allstate Corp Stock (ALL) 0.1 $338k 3.1k 110.81
American Express Stock (AXP) 0.1 $334k 2.0k 164.96
Elevance Health Stock (ELV) 0.1 $333k 723.00 460.32
Aon Corp Stock (AON) 0.1 $331k 1.0k 315.34
Lincoln Elec Hldgs Stock (LECO) 0.1 $331k 2.0k 169.11
Chicago Mercantile Hldgs Stock (CME) 0.1 $328k 1.7k 191.63
Centerpoint Energy Stock (CNP) 0.1 $324k 11k 29.46
Yum! Brands Stock (YUM) 0.1 $323k 2.4k 132.13
Blackrock Stock 0.1 $323k 482.00 669.55
Invesco S&p International Developed Low Volatility Etf Etf (IDLV) 0.1 $320k 12k 27.36
Southern Stock (SO) 0.1 $320k 4.6k 69.59
Toyota Motor Corp Ads Adr (TM) 0.1 $319k 2.3k 141.72
Goldman Sachs Group Stock (GS) 0.1 $319k 974.00 327.29
Intuitive Surgical Stock (ISRG) 0.1 $312k 1.2k 255.47
Royal Bank Of Canada Stock (RY) 0.1 $307k 3.2k 95.59
The Cigna Group Stock (CI) 0.1 $301k 1.2k 255.53
Paypal Hldgs Stock (PYPL) 0.1 $300k 4.0k 75.94
M & T Bk Corp Stock (MTB) 0.1 $300k 2.5k 119.57
Wells Fargo Stock (WFC) 0.1 $288k 7.7k 37.38
Caterpillar Stock (CAT) 0.1 $288k 1.3k 228.96
Canadian Pacific Kansas City Stock (CP) 0.1 $287k 3.7k 76.94
Allison Transmission Hldgs Stock (ALSN) 0.1 $281k 6.2k 45.25
Altria Group Stock (MO) 0.1 $280k 6.3k 44.63
Vanguard Growth Etf Etf (VUG) 0.1 $280k 1.1k 249.44
Activision Stock 0.1 $279k 3.3k 85.59
Citigroup Stock (C) 0.1 $278k 5.9k 46.89
Illinois Tool Wks Stock (ITW) 0.1 $276k 1.1k 243.45
Intuit Stock (INTU) 0.1 $275k 617.00 445.83
T-mobile Us Stock (TMUS) 0.1 $275k 1.9k 144.84
Marsh & Mclennan Cos Stock (MMC) 0.1 $274k 1.6k 166.56
Microchip Technology Stock (MCHP) 0.1 $272k 3.2k 83.80
Diageo Adr (DEO) 0.1 $270k 1.5k 181.21
Shopify Inc Cl A Stock (SHOP) 0.1 $270k 5.6k 47.94
Xcel Energy Stock (XEL) 0.1 $269k 4.0k 67.44
Cadence Design System Stock (CDNS) 0.1 $261k 1.2k 210.09
Vanguard Dividend Appreciation Etf Etf (VIG) 0.1 $259k 1.7k 154.01
Whirlpool Corp Stock (WHR) 0.1 $258k 2.0k 132.02
Northrop Grumman Corp Stock (NOC) 0.1 $257k 557.00 461.80
Ishares Dj Us Technology Etf (IYW) 0.1 $254k 2.7k 92.81
Cabot Oil & Gas Cp Stock (CTRA) 0.1 $253k 10k 24.54
First Finl Bancorp Oh Stock (FFBC) 0.1 $252k 12k 21.77
Enbridge Stock (ENB) 0.1 $248k 6.5k 38.15
General Mls Stock (GIS) 0.1 $248k 2.9k 85.47
Illumina Stock (ILMN) 0.1 $247k 1.1k 232.62
Deutsche Bank A G Namen Akt Stock (DB) 0.1 $246k 24k 10.21
Kla-tencor Corp Stock (KLAC) 0.1 $246k 615.00 399.81
Ishares Msci Eafe Etf Etf (EFA) 0.1 $246k 3.4k 71.52
Eog Resources Stock (EOG) 0.1 $245k 2.1k 114.63
Ishares Msci Emerging Markets Small Cap Etf Etf (EEMS) 0.0 $244k 4.8k 50.38
Cvs Health Corp Stock (CVS) 0.0 $238k 3.2k 74.31
Target Corp Stock (TGT) 0.0 $235k 1.4k 165.70
Booking Holdings Stock (BKNG) 0.0 $233k 88.00 2652.41
Bhp Group Adr (BHP) 0.0 $231k 3.6k 63.43
Entergy Corp Stock (ETR) 0.0 $230k 2.1k 107.78
Moodys Corp Stock (MCO) 0.0 $229k 747.00 306.27
Lam Research Corp Stock 0.0 $229k 431.00 530.60
Waste Management Stock (WM) 0.0 $226k 1.4k 163.17
Dupont De Nemours Stock (DD) 0.0 $225k 3.1k 71.78
Fedex Corp Stock (FDX) 0.0 $222k 973.00 228.62
Verisign Stock (VRSN) 0.0 $219k 1.0k 211.33
Helmerich & Payne Stock (HP) 0.0 $219k 6.1k 35.75
Corteva Stock (CTVA) 0.0 $212k 3.5k 60.31
Ppg Inds Stock (PPG) 0.0 $211k 1.6k 133.58
Crown Castle Intl Corp Reit (CCI) 0.0 $211k 1.6k 133.90
Service Now Stock (NOW) 0.0 $207k 445.00 464.72
Fiserv Stock (FI) 0.0 $205k 1.8k 113.09
Vanguard Mid Cap Etf (VO) 0.0 $205k 972.00 211.10
Alibaba Group Hldg Adr (BABA) 0.0 $204k 2.0k 102.18
Marriott Intl Stock (MAR) 0.0 $204k 1.2k 166.04
Factset Resh Sys Stock (FDS) 0.0 $204k 491.00 415.09
Discovery Hldg Stock (WBD) 0.0 $198k 13k 15.10
Goodyear Tire & Rubr Stock (GT) 0.0 $169k 15k 11.02
Vale S A Adr (VALE) 0.0 $162k 10k 15.78
Ford Motor Company Stock (F) 0.0 $130k 10k 12.60
Ing Groep Nv Adr (ING) 0.0 $127k 11k 11.87
Peloton Interactive Inc Cl A Stock (PTON) 0.0 $118k 10k 11.34
Itau Unibanco Hldg S A Spon Adr Rep P Adr (ITUB) 0.0 $95k 20k 4.87
Lloyds Tsb Group Adr (LYG) 0.0 $88k 38k 2.32
Haleon Plc Spon Ads Adr (HLN) 0.0 $86k 11k 8.14
Banco Bilbao Vizcayaargentaria Sa Ads Each Repr 1 Ord Eur0.49 Adr (BBVA) 0.0 $72k 10k 7.05
Mitsubishi Ufj Finl Group Inc Sponsored Adr (MUFG) 0.0 $71k 11k 6.39
Mimedx Group Stock (MDXG) 0.0 $61k 18k 3.41