Legacy Financial Advisors

Legacy Financial Advisors as of June 30, 2023

Portfolio Holdings for Legacy Financial Advisors

Legacy Financial Advisors holds 262 positions in its portfolio as reported in the June 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) 12.4 $66M 678k 97.84
Ishares Tr Msci Usa Minimum Volatility Index Etf (USMV) 8.7 $47M 626k 74.33
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW) 8.7 $46M 695k 66.66
Ishares Aggregate Bond Etf Etf (AGG) 5.4 $29M 293k 97.95
Ishares Core Msci Eafe Etf Etf (IEFA) 3.6 $19M 287k 67.50
Wisdomtree U.s. Quality Growth Fund Etf (QGRW) 3.6 $19M 578k 33.05
Ishares Inc Msci Eafe Minimum Volatility Index Etf (EFAV) 3.0 $16M 238k 67.50
Wisdomtree Global Ex-us Quality Dividend Growth Fund Etf (DNL) 2.8 $15M 420k 35.82
Ishares Amt-free Muni Bond Etf Etf (MUB) 2.8 $15M 139k 106.73
Wisdomtree International Equity Fund Etf (DWM) 2.7 $15M 293k 50.03
Apple Stock (AAPL) 2.5 $13M 69k 193.97
Ishares Core Dividend Growth Etf Etf (DGRO) 2.2 $12M 234k 51.53
Procter And Gamble Stock (PG) 2.2 $12M 77k 151.74
Wisdomtree Emerging Markets Ex-china Fund Etf (XC) 2.0 $11M 390k 27.53
Microsoft Stock (MSFT) 1.8 $9.5M 28k 340.54
Jpmorgan Chase & Co Stock (JPM) 1.1 $5.7M 40k 145.44
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 1.0 $5.4M 104k 51.98
Vanguard Russell 1000 Growth Etf Etf (VONG) 0.9 $5.0M 70k 70.76
Ishares S&p 500 Index Etf (IVV) 0.9 $4.7M 11k 445.71
Vanguard Total Stk Mkt Etf (VTI) 0.8 $4.3M 20k 220.28
Nvidia Corp Stock (NVDA) 0.7 $3.7M 8.8k 423.00
Amazon.com Stock (AMZN) 0.6 $3.1M 24k 130.36
Johnson & Johnson Stock (JNJ) 0.5 $2.7M 16k 165.52
Exxon Mobil Corp Stock (XOM) 0.5 $2.7M 25k 107.25
Meta Platforms Inc Cl A Stock (META) 0.5 $2.6M 9.0k 286.98
Tesla Motors Stock (TSLA) 0.5 $2.5M 9.4k 261.76
Merck & Co Stock (MRK) 0.4 $2.3M 20k 115.39
Google Stock (GOOGL) 0.4 $2.3M 19k 119.70
Visa Stock (V) 0.4 $2.2M 9.4k 237.47
Unitedhealth Group Stock (UNH) 0.4 $2.2M 4.5k 480.59
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.4 $2.1M 17k 120.97
Fifth Third Bancorp Stock (FITB) 0.4 $2.1M 78k 26.21
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.4 $2.0M 43k 46.18
Coca Cola Stock (KO) 0.4 $1.9M 32k 60.22
Pnc Finl Svcs Group Stock (PNC) 0.4 $1.9M 15k 125.95
Home Depot Stock (HD) 0.3 $1.8M 5.9k 310.65
Snap On Stock (SNA) 0.3 $1.8M 6.2k 288.21
Chevron Corp Stock (CVX) 0.3 $1.7M 11k 157.35
Ishares Core S&p Mid Cap Etf Etf (IJH) 0.3 $1.7M 6.6k 261.48
Cisco Sys Stock (CSCO) 0.3 $1.7M 34k 51.74
Us Bancorp Del Stock (USB) 0.3 $1.7M 50k 33.04
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.3 $1.6M 17k 97.46
Oracle Corporation Stock (ORCL) 0.3 $1.6M 14k 119.09
Comcast Corp New Cl A Stock (CMCSA) 0.3 $1.6M 39k 41.55
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.3 $1.6M 4.7k 340.97
Pepsico Stock (PEP) 0.3 $1.6M 8.6k 185.22
Ishares Msci Emerging Markets Min Vol Factor Etf Etf (EEMV) 0.3 $1.6M 29k 54.98
Texas Instrs Stock (TXN) 0.3 $1.5M 8.6k 180.02
Netflix Stock (NFLX) 0.3 $1.4M 3.2k 440.49
Mastercard Stock (MA) 0.3 $1.4M 3.5k 393.28
Mcdonalds Corp Stock (MCD) 0.2 $1.3M 4.5k 298.38
Verizon Communications Stock (VZ) 0.2 $1.3M 35k 37.19
Pfizer Stock (PFE) 0.2 $1.3M 34k 36.68
Eli Lilly & Co Stock (LLY) 0.2 $1.2M 2.6k 469.05
Avago Technologies Stock (AVGO) 0.2 $1.2M 1.4k 867.52
Ishares Msci Eafe Value Index Etf Etf (EFV) 0.2 $1.2M 24k 48.94
Rtx Corporation Stock (RTX) 0.2 $1.2M 12k 97.96
Union Pac Corp Stock (UNP) 0.2 $1.2M 5.7k 204.62
Cintas Corp Stock (CTAS) 0.2 $1.2M 2.3k 497.01
United Parcel Service Stock (UPS) 0.2 $1.2M 6.5k 179.24
Boeing Stock (BA) 0.2 $1.1M 5.4k 211.15
Medtronic Stock (MDT) 0.2 $1.1M 13k 88.10
Walmart Stock (WMT) 0.2 $1.1M 7.2k 157.18
Lockheed Martin Corp Stock (LMT) 0.2 $1.1M 2.5k 460.32
Ishares S&p Smallcap 600 Etf Etf (IJR) 0.2 $1.1M 11k 99.65
Amgen Stock (AMGN) 0.2 $1.1M 4.8k 222.03
General Dynamics Corp Stock (GD) 0.2 $1.0M 4.8k 215.13
Honeywell Intl Stock (HON) 0.2 $1.0M 4.9k 207.49
Hillman Solutions Corp Stock (HLMN) 0.2 $1.0M 113k 9.01
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG) 0.2 $991k 21k 47.17
Schwab Us Dividend Equity Etf Etf (SCHD) 0.2 $970k 13k 72.62
Csx Corp Stock (CSX) 0.2 $936k 27k 34.10
Schwab Fundamental International Large Co. Index Etf Etf (FNDF) 0.2 $914k 28k 32.29
Ishares International Dividend Growth Etf Etf (IGRO) 0.2 $898k 15k 62.02
Msc Indl Direct Inc Cl A Stock (MSM) 0.2 $880k 9.2k 95.28
Abbvie Stock (ABBV) 0.2 $853k 6.3k 134.73
Vanguard Mega Cap Growth Etf Etf (MGK) 0.2 $838k 3.6k 235.32
Bank America Corp Stock (BAC) 0.2 $834k 29k 28.69
Accenture Ltd Bermuda Cl A Stock (ACN) 0.2 $831k 2.7k 308.61
Salesforce Stock (CRM) 0.2 $818k 3.9k 211.26
Automatic Data Processing Stock (ADP) 0.2 $814k 3.7k 219.79
Motorola Solutions Stock (MSI) 0.2 $806k 2.7k 293.33
Novartis Adr (NVS) 0.1 $790k 7.8k 100.91
Intel Corp Stock (INTC) 0.1 $777k 23k 33.44
Novo-nordisk A/s Adr Adr Cmn Adr (NVO) 0.1 $775k 4.8k 161.81
Intl Business Machines Stock (IBM) 0.1 $772k 5.8k 133.82
Hess Corp Stock (HES) 0.1 $767k 5.6k 135.94
Public Svc Enterprise Grp Stock (PEG) 0.1 $761k 12k 62.61
Gilead Sciences Stock (GILD) 0.1 $742k 9.6k 77.07
Starbucks Corp Stock (SBUX) 0.1 $718k 7.2k 99.06
Costco Wholesale Corp Stock (COST) 0.1 $715k 1.3k 538.41
Adobe Sys Stock (ADBE) 0.1 $686k 1.4k 488.99
T Rowe Price Group Stock (TROW) 0.1 $683k 6.1k 112.03
Nextera Energy Stock (NEE) 0.1 $679k 9.2k 74.20
Abbott Labs Stock (ABT) 0.1 $658k 6.0k 109.01
Unilever Adr (UL) 0.1 $653k 13k 52.13
BP Adr (BP) 0.1 $652k 19k 35.29
Progressive Corp Stock (PGR) 0.1 $646k 4.9k 132.37
Royal Dutch Shell Plc- Adr (SHEL) 0.1 $646k 11k 60.38
Firstenergy Corp Stock (FE) 0.1 $643k 17k 38.88
Kimball Electronics Stock (KE) 0.1 $640k 23k 27.63
Analog Devices Stock (ADI) 0.1 $635k 3.3k 194.81
Disney Walt Stock (DIS) 0.1 $630k 7.1k 89.28
Robert Half Stock (RHI) 0.1 $629k 8.4k 75.22
Henry Jack & Assoc Stock (JKHY) 0.1 $626k 3.7k 167.31
Clorox Co Del Stock (CLX) 0.1 $625k 3.9k 159.04
Conocophillips Stock (COP) 0.1 $623k 6.0k 103.61
Ishares Msci Eafe Small-cap Etf Etf (SCZ) 0.1 $621k 11k 58.98
American Finl Group Inc O Stock (AFG) 0.1 $617k 5.2k 118.75
Skyworks Solutions Stock (SWKS) 0.1 $617k 5.6k 110.69
Asml Holding N V N Y Registry Adr (ASML) 0.1 $606k 836.00 725.16
Taiwan Semiconductor Manufacturing Adr (TSM) 0.1 $602k 6.0k 100.92
Thermo Fisher Scientific Stock (TMO) 0.1 $602k 1.2k 521.77
Ishares Russell 3000 Etf Etf (IWV) 0.1 $602k 2.4k 254.48
Quest Diagnostics Stock (DGX) 0.1 $598k 4.3k 140.56
General Electric Stock (GE) 0.1 $591k 5.4k 109.84
Nike Inc Class B Stock (NKE) 0.1 $590k 5.3k 110.37
Huntington Ingalls Inds Stock (HII) 0.1 $585k 2.6k 227.56
Omnicom Group Stock (OMC) 0.1 $583k 6.1k 95.15
Tjx Cos Stock (TJX) 0.1 $578k 6.8k 84.79
Sentinelone Inc Cl A Stock (S) 0.1 $574k 38k 15.10
Entergy Corp Stock (ETR) 0.1 $569k 5.8k 97.37
Astrazeneca Plc- Spons Adr (AZN) 0.1 $561k 7.8k 71.57
Philip Morris Intl Stock (PM) 0.1 $554k 5.7k 97.62
Phillips 66 Stock (PSX) 0.1 $551k 5.8k 95.37
Truist Finl Corp Stock (TFC) 0.1 $546k 18k 30.35
Vertex Pharmaceuticals In Stock (VRTX) 0.1 $546k 1.6k 351.91
Eastman Chemical Stock (EMN) 0.1 $543k 6.5k 83.72
Paychex Stock (PAYX) 0.1 $540k 4.8k 111.88
Total Sa Adr (TTE) 0.1 $539k 9.3k 57.64
Dover Corp Stock (DOV) 0.1 $539k 3.6k 147.65
Applied Matls Stock (AMAT) 0.1 $534k 3.7k 144.53
Intuitive Surgical Stock (ISRG) 0.1 $532k 1.6k 341.94
Cullen Frost Bankers Stock (CFR) 0.1 $526k 4.9k 107.54
Air Prods & Chems Stock (APD) 0.1 $522k 1.7k 299.61
Linde Stock (LIN) 0.1 $507k 1.3k 381.08
Hsbc Holdings Plc Spons Adr (HSBC) 0.1 $504k 13k 39.62
Lowes Cos Stock (LOW) 0.1 $494k 2.2k 225.75
Advanced Micro Devices Stock (AMD) 0.1 $489k 4.3k 113.91
Morgan Stanley Stock (MS) 0.1 $483k 5.7k 85.40
Vanguard Esg U.s. Stock Etf Etf (ESGV) 0.1 $479k 6.1k 78.35
Synopsys Stock (SNPS) 0.1 $479k 1.1k 435.41
Monster Beverage Corp Stock (MNST) 0.1 $471k 8.2k 57.44
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.1 $464k 4.8k 97.64
Bristol-myers Squibb Stock (BMY) 0.1 $464k 7.3k 63.95
Danaher Corp Stock (DHR) 0.1 $463k 1.9k 240.02
Marathon Pete Corp Stock (MPC) 0.1 $462k 4.0k 116.61
Deere & Co Stock (DE) 0.1 $453k 1.1k 405.31
Amerisourcebergen Corp Stock (COR) 0.1 $449k 2.3k 192.45
Qualcomm Stock (QCOM) 0.1 $447k 3.8k 119.02
Toyota Motor Corp Ads Adr (TM) 0.1 $447k 2.8k 160.76
Prologis Share Beneficial Int Reit (PLD) 0.1 $440k 3.6k 122.64
Autodesk Stock (ADSK) 0.1 $438k 2.1k 204.64
Target Corp Stock (TGT) 0.1 $438k 3.3k 131.88
Spdr Ssga Us Large Cap Low Volatility Index Etf Etf (LGLV) 0.1 $434k 3.1k 140.61
Mondelez Intl Inc Cl A Stock (MDLZ) 0.1 $432k 5.9k 72.94
Eaton Corp Stock (ETN) 0.1 $431k 2.1k 201.11
C H Robinson Worldwide Stock (CHRW) 0.1 $431k 4.6k 94.34
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB) 0.1 $428k 18k 23.91
O Reilly Automotive Stock (ORLY) 0.1 $427k 447.00 955.73
S&p Global Stock (SPGI) 0.1 $423k 1.1k 400.98
Ingredion Stock (INGR) 0.1 $419k 4.0k 105.94
Lincoln Elec Hldgs Stock (LECO) 0.1 $413k 2.1k 198.65
Blackrock Stock (BLK) 0.1 $401k 580.00 691.51
Wells Fargo Stock (WFC) 0.1 $394k 9.2k 42.68
Duke Energy Corp Stock (DUK) 0.1 $392k 4.4k 89.75
Takeda Pharmaceutical Adr (TAK) 0.1 $388k 25k 15.71
Principal Financial Group Stock (PFG) 0.1 $385k 5.1k 75.83
American Express Stock (AXP) 0.1 $381k 2.2k 174.18
Kroger Stock (KR) 0.1 $380k 8.1k 47.00
Ishares Tr Russell Midcap Index Etf (IWR) 0.1 $380k 5.2k 73.03
At&t Stock (T) 0.1 $377k 24k 15.95
Shopify Inc Cl A Stock (SHOP) 0.1 $376k 5.8k 64.60
Vanguard Value Etf Etf (VTV) 0.1 $374k 2.6k 142.10
Allison Transmission Hldgs Stock (ALSN) 0.1 $372k 6.6k 56.46
Chubb Stock (CB) 0.1 $370k 1.9k 192.56
Aon Corp Stock (AON) 0.1 $370k 1.1k 345.25
Sony Group Corp Adr (SONY) 0.1 $365k 4.1k 90.04
Caterpillar Stock (CAT) 0.1 $361k 1.5k 246.11
Regeneron Pharmaceuticals Stock (REGN) 0.1 $360k 501.00 718.54
Whirlpool Corp Stock (WHR) 0.1 $360k 2.4k 148.80
Yum! Brands Stock (YUM) 0.1 $354k 2.6k 138.55
Allstate Corp Stock (ALL) 0.1 $349k 3.2k 109.04
Goldman Sachs Group Stock (GS) 0.1 $348k 1.1k 322.47
The Cigna Group Stock (CI) 0.1 $341k 1.2k 280.60
Huntington Bancshares Stock (HBAN) 0.1 $340k 32k 10.78
Marsh & Mclennan Cos Stock (MMC) 0.1 $339k 1.8k 188.09
Ishares Msci Emerging Markets Small Cap Etf Etf (EEMS) 0.1 $333k 6.2k 53.58
Intuit Stock (INTU) 0.1 $326k 711.00 458.19
Chicago Mercantile Hldgs Stock (CME) 0.1 $326k 1.8k 185.34
Royal Bank Of Canada Stock (RY) 0.1 $323k 3.4k 95.50
Canadian Pacific Kansas City Stock (CP) 0.1 $322k 4.0k 80.77
Centerpoint Energy Stock (CNP) 0.1 $321k 11k 29.15
Kla-tencor Corp Stock (KLAC) 0.1 $311k 642.00 485.00
Invesco S&p International Developed Low Volatility Etf Etf (IDLV) 0.1 $309k 11k 27.35
Cadence Design System Stock (CDNS) 0.1 $308k 1.3k 234.52
Fedex Corp Stock (FDX) 0.1 $303k 1.2k 247.84
Southern Stock (SO) 0.1 $301k 4.3k 70.25
Ishares Dj Us Technology Etf (IYW) 0.1 $298k 2.7k 108.87
Eog Resources Stock (EOG) 0.1 $298k 2.6k 114.42
Activision Stock 0.1 $292k 3.5k 84.30
M & T Bk Corp Stock (MTB) 0.1 $290k 2.3k 123.76
Northrop Grumman Corp Stock (NOC) 0.1 $286k 628.00 455.65
Service Now Stock (NOW) 0.1 $284k 505.00 561.97
Microchip Technology Stock (MCHP) 0.1 $284k 3.2k 89.58
Illinois Tool Wks Stock (ITW) 0.1 $283k 1.1k 250.16
Vanguard Dividend Appreciation Etf Etf (VIG) 0.1 $273k 1.7k 162.43
Lam Research Corp Stock (LRCX) 0.1 $273k 424.00 643.45
Bhp Group Adr (BHP) 0.1 $269k 4.5k 59.67
Deutsche Bank A G Namen Akt Stock (DB) 0.0 $266k 25k 10.53
Moodys Corp Stock (MCO) 0.0 $263k 758.00 347.54
Cabot Oil & Gas Cp Stock (CTRA) 0.0 $260k 10k 25.30
Black Hills Corp Stock (BKH) 0.0 $258k 4.3k 60.27
Diageo Adr (DEO) 0.0 $256k 1.5k 173.53
Parker-hannifin Corp Stock (PH) 0.0 $253k 648.00 390.20
Altria Group Stock (MO) 0.0 $252k 5.6k 45.30
Ppg Inds Stock (PPG) 0.0 $250k 1.7k 148.30
Citigroup Stock (C) 0.0 $248k 5.4k 46.04
Norfolk Southern Crp Stock (NSC) 0.0 $247k 1.1k 226.76
Sherwin Williams Stock (SHW) 0.0 $246k 928.00 265.48
Booking Holdings Stock (BKNG) 0.0 $246k 91.00 2700.33
Bce Stock (BCE) 0.0 $245k 5.4k 45.59
Fiserv Stock (FI) 0.0 $245k 1.9k 126.14
First Finl Bancorp Oh Stock (FFBC) 0.0 $243k 12k 20.44
Ishares Msci Eafe Etf Etf (EFA) 0.0 $242k 3.3k 72.50
Verisign Stock (VRSN) 0.0 $241k 1.1k 225.97
Enbridge Stock (ENB) 0.0 $233k 6.3k 37.15
Canadian Natl Ry Stock (CNI) 0.0 $232k 1.9k 121.05
Marriott Intl Stock (MAR) 0.0 $230k 1.3k 183.69
Corteva Stock (CTVA) 0.0 $226k 3.9k 57.30
Waste Management Stock (WM) 0.0 $224k 1.3k 173.42
Technology Select Sector Spdr Etf (XLK) 0.0 $223k 1.3k 173.86
Dupont De Nemours Stock (DD) 0.0 $220k 3.1k 71.45
T-mobile Us Stock (TMUS) 0.0 $220k 1.6k 138.90
Mckesson Corp Stock (MCK) 0.0 $218k 511.00 427.31
Helmerich & Payne Stock (HP) 0.0 $218k 6.1k 35.45
Equinix Reit (EQIX) 0.0 $217k 276.00 785.15
Vanguard Mid Cap Etf (VO) 0.0 $214k 973.00 220.12
Capital One Financial Corp Stock (COF) 0.0 $214k 2.0k 109.34
Simon Property Group Reit (SPG) 0.0 $214k 1.9k 115.46
Stryker Corp Stock (SYK) 0.0 $213k 699.00 305.09
Elevance Health Stock (ELV) 0.0 $210k 473.00 444.10
Delta Air Lines Inc Del Cmn Stock (DAL) 0.0 $207k 4.3k 47.54
Factset Resh Sys Stock (FDS) 0.0 $206k 515.00 400.66
Royal Carribbean Cruises Stock (RCL) 0.0 $206k 2.0k 103.74
Alibaba Group Hldg Adr (BABA) 0.0 $205k 2.5k 83.35
Ford Motor Company Stock (F) 0.0 $204k 14k 15.13
Expeditors Intl Wash Stock (EXPD) 0.0 $204k 1.7k 121.14
Illumina Stock (ILMN) 0.0 $203k 1.1k 187.54
General Mls Stock (GIS) 0.0 $202k 2.6k 76.71
Spdr S&p 500 Etf Trust Etf (SPY) 0.0 $202k 455.00 443.28
Chipotle Mexican Grill Stock (CMG) 0.0 $201k 94.00 2139.00
Ing Groep Nv Adr (ING) 0.0 $156k 12k 13.47
Discovery Hldg Stock (WBD) 0.0 $134k 11k 12.54
Mimedx Group Stock (MDXG) 0.0 $119k 18k 6.61
Haleon Plc Spon Ads Adr (HLN) 0.0 $101k 12k 8.38
Itau Unibanco Hldg S A Spon Adr Rep P Adr (ITUB) 0.0 $95k 16k 5.90
Banco Bilbao Vizcayaargentaria Sa Ads Each Repr 1 Ord Eur0.49 Adr (BBVA) 0.0 $94k 12k 7.68
Ase Technology Hldg Adr (ASX) 0.0 $88k 11k 7.79
Mitsubishi Ufj Finl Group Inc Sponsored Adr (MUFG) 0.0 $81k 11k 7.37
Peloton Interactive Inc Cl A Stock (PTON) 0.0 $80k 10k 7.69
Lloyds Tsb Group Adr (LYG) 0.0 $79k 36k 2.20