Legacy Financial Advisors
Latest statistics and disclosures from Legacy Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DGRW, ITOT, DWM, DNL, QGRW, and represent 26.37% of Legacy Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: GQI (+$15M), WTV (+$14M), DGRW (+$6.5M), IJH, JMUB, DNL, DWM, XC, GRDI, WMT.
- Started 50 new stock positions in GOGO, ESGD, CROX, HSY, DAL, AZO, ROST, SAN, ABNB, TGT.
- Reduced shares in these 10 stocks: USMV (-$37M), EFAV (-$15M), QGRW, SHM, ITOT, S, NVDA, CSX, DGRO, GILD.
- Sold out of its positions in AMT, BCE, IDLV, EFV, PHG, PNFP, SHM, LGLV, FNDF, XLK. SRE, S.
- Legacy Financial Advisors was a net buyer of stock by $3.1M.
- Legacy Financial Advisors has $558M in assets under management (AUM), dropping by 7.54%.
- Central Index Key (CIK): 0001730810
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Portfolio Holdings for Legacy Financial Advisors
Legacy Financial Advisors holds 324 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW) | 11.0 | $61M | +11% | 805k | 76.19 |
|
| Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) | 4.6 | $26M | -4% | 224k | 115.30 |
|
| Wisdomtree International Equity Fund Etf (DWM) | 3.9 | $22M | +8% | 397k | 54.80 |
|
| Wisdomtree Global Ex-us Quality Dividend Growth Fund Etf (DNL) | 3.5 | $19M | +13% | 499k | 38.89 |
|
| Wisdomtree U.s. Quality Growth Fund Etf (QGRW) | 3.4 | $19M | -9% | 460k | 41.10 |
|
| Wisdomtree Emerging Markets Ex-china Fund Etf (XC) | 3.3 | $18M | +7% | 594k | 30.69 |
|
| Natixis Gateway Quality Income Etf Etf (GQI) | 2.7 | $15M | NEW | 281k | 53.58 |
|
| Wisdomtree Us Value Fund Of Benef Interest Etf (WTV) | 2.6 | $14M | NEW | 189k | 75.60 |
|
| Microsoft Stock (MSFT) | 2.5 | $14M | +5% | 33k | 420.72 |
|
| Jpmorgan Municipal Etf Etf (JMUB) | 2.3 | $13M | +21% | 255k | 50.74 |
|
| Apple Stock (AAPL) | 2.3 | $13M | 74k | 171.48 |
|
|
| Procter And Gamble Stock (PG) | 2.2 | $12M | -2% | 75k | 162.25 |
|
| Ishares Tr Msci Usa Minimum Volatility Index Etf (USMV) | 2.1 | $12M | -75% | 143k | 83.58 |
|
| Ishares Core Dividend Growth Etf Etf (DGRO) | 2.1 | $12M | -5% | 204k | 58.06 |
|
| Nvidia Corp Stock (NVDA) | 1.6 | $8.8M | -8% | 9.7k | 903.60 |
|
| Jpmorgan Chase & Co Stock (JPM) | 1.4 | $8.0M | -3% | 40k | 200.30 |
|
| Ishares S&p 500 Index Etf (IVV) | 1.1 | $6.4M | 12k | 525.73 |
|
|
| Amazon.com Stock (AMZN) | 1.1 | $6.2M | +7% | 34k | 180.38 |
|
| Ishares Core Msci Eafe Etf Etf (IEFA) | 1.0 | $5.5M | -4% | 74k | 74.22 |
|
| Meta Platforms Inc Cl A Stock (META) | 0.9 | $5.0M | -4% | 10k | 485.60 |
|
| Vanguard Russell 1000 Growth Etf Etf (VONG) | 0.9 | $4.8M | -7% | 56k | 86.67 |
|
| Google Stock (GOOGL) | 0.7 | $3.9M | +7% | 26k | 150.93 |
|
| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.7 | $3.8M | +5% | 25k | 152.26 |
|
| Vanguard Total Stk Mkt Etf (VTI) | 0.7 | $3.7M | -8% | 14k | 259.90 |
|
| Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) | 0.7 | $3.7M | -3% | 64k | 57.57 |
|
| Truist Finl Corp Stock (TFC) | 0.6 | $3.5M | 89k | 38.98 |
|
|
| Visa Stock (V) | 0.6 | $3.4M | +5% | 12k | 279.08 |
|
| Fifth Third Bancorp Stock (FITB) | 0.6 | $3.4M | 91k | 37.21 |
|
|
| Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI) | 0.6 | $3.3M | -4% | 62k | 52.47 |
|
| Spdr Nuveen Bloomberg High Yield Municipal Bond Etf Etf (HYMB) | 0.5 | $3.1M | -8% | 119k | 25.69 |
|
| Exxon Mobil Corp Stock (XOM) | 0.5 | $3.1M | +4% | 26k | 116.24 |
|
| Merck & Co Stock (MRK) | 0.5 | $3.0M | +6% | 23k | 131.95 |
|
| Home Depot Stock (HD) | 0.5 | $3.0M | +4% | 7.8k | 383.61 |
|
| Ishares Core S&p Mid Cap Etf Etf (IJH) | 0.5 | $3.0M | +443% | 49k | 60.74 |
|
| Johnson & Johnson Stock (JNJ) | 0.5 | $2.8M | +13% | 18k | 158.19 |
|
| Unitedhealth Group Stock (UNH) | 0.5 | $2.6M | 5.2k | 494.74 |
|
|
| Pnc Finl Svcs Group Stock (PNC) | 0.4 | $2.5M | 15k | 161.60 |
|
|
| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.4 | $2.4M | +3% | 5.8k | 420.53 |
|
| Netflix Stock (NFLX) | 0.4 | $2.4M | +4% | 4.0k | 607.33 |
|
| Fidelity Total Bond Etf Etf (FBND) | 0.4 | $2.4M | 53k | 45.31 |
|
|
| Oracle Corporation Stock (ORCL) | 0.4 | $2.3M | +13% | 19k | 125.61 |
|
| Eli Lilly & Co Stock (LLY) | 0.4 | $2.3M | +3% | 2.9k | 778.09 |
|
| Vanguard Ftse Developed Markets Etf Etf (VEA) | 0.4 | $2.2M | 45k | 50.17 |
|
|
| Coca Cola Stock (KO) | 0.4 | $2.2M | +3% | 36k | 61.18 |
|
| Chevron Corp Stock (CVX) | 0.4 | $2.1M | +9% | 13k | 157.74 |
|
| Tesla Motors Stock (TSLA) | 0.4 | $2.0M | -4% | 11k | 175.79 |
|
| Snap On Stock (SNA) | 0.4 | $2.0M | 6.7k | 296.24 |
|
|
| Avago Technologies Stock (AVGO) | 0.3 | $1.9M | +7% | 1.5k | 1325.54 |
|
| Comcast Corp New Cl A Stock (CMCSA) | 0.3 | $1.9M | 45k | 43.35 |
|
|
| Mastercard Stock (MA) | 0.3 | $1.9M | 3.9k | 481.51 |
|
|
| Vanguard Tax-exempt Bond Etf Etf (VTEB) | 0.3 | $1.8M | 36k | 50.60 |
|
|
| Cisco Sys Stock (CSCO) | 0.3 | $1.8M | +5% | 36k | 49.91 |
|
| Union Pac Corp Stock (UNP) | 0.3 | $1.8M | +5% | 7.2k | 245.92 |
|
| Salesforce Stock (CRM) | 0.3 | $1.8M | +10% | 5.8k | 301.18 |
|
| Ishares S&p Smallcap 600 Etf Etf (IJR) | 0.3 | $1.7M | +6% | 15k | 110.52 |
|
| Novo-nordisk A/s Adr Adr Cmn Adr (NVO) | 0.3 | $1.6M | +5% | 13k | 128.40 |
|
| Ishares Esg Aware Msci Usa Etf Etf (ESGU) | 0.3 | $1.6M | -6% | 14k | 114.96 |
|
| Boeing Stock (BA) | 0.3 | $1.6M | +15% | 8.4k | 192.98 |
|
| General Dynamics Corp Stock (GD) | 0.3 | $1.6M | +4% | 5.7k | 282.47 |
|
| Abbvie Stock (ABBV) | 0.3 | $1.6M | +4% | 8.8k | 182.11 |
|
| Bank America Corp Stock (BAC) | 0.3 | $1.6M | +5% | 42k | 37.92 |
|
| Amgen Stock (AMGN) | 0.3 | $1.6M | 5.6k | 284.32 |
|
|
| Pepsico Stock (PEP) | 0.3 | $1.6M | +6% | 9.1k | 175.00 |
|
| Texas Instrs Stock (TXN) | 0.3 | $1.5M | 8.9k | 174.21 |
|
|
| Verizon Communications Stock (VZ) | 0.3 | $1.5M | +5% | 36k | 41.96 |
|
| Us Bancorp Del Stock (USB) | 0.3 | $1.5M | 34k | 44.70 |
|
|
| Disney Walt Stock (DIS) | 0.3 | $1.5M | +11% | 12k | 122.36 |
|
| Cintas Corp Stock (CTAS) | 0.3 | $1.5M | -8% | 2.2k | 687.15 |
|
| Walmart Stock (WMT) | 0.3 | $1.4M | +208% | 24k | 60.17 |
|
| Ishares Inc Msci Eafe Minimum Volatility Index Etf (EFAV) | 0.2 | $1.4M | -91% | 19k | 70.88 |
|
| Spdr S&p 500 Etf Trust Etf (SPY) | 0.2 | $1.4M | +3% | 2.6k | 522.97 |
|
| Accenture Ltd Bermuda Cl A Stock (ACN) | 0.2 | $1.3M | +8% | 3.8k | 346.63 |
|
| Mcdonalds Corp Stock (MCD) | 0.2 | $1.3M | 4.7k | 281.97 |
|
|
| Pfizer Stock (PFE) | 0.2 | $1.3M | +92% | 47k | 27.75 |
|
| Griid Infrastructure Stock (GRDI) | 0.2 | $1.3M | NEW | 982k | 1.32 |
|
| Costco Wholesale Corp Stock (COST) | 0.2 | $1.3M | +2% | 1.7k | 732.58 |
|
| Toyota Motor Corp Ads Adr (TM) | 0.2 | $1.2M | +10% | 4.9k | 251.70 |
|
| Entergy Corp Stock (ETR) | 0.2 | $1.2M | +5% | 12k | 105.68 |
|
| Lockheed Martin Corp Stock (LMT) | 0.2 | $1.2M | +3% | 2.7k | 454.86 |
|
| Taiwan Semiconductor Manufacturing Adr (TSM) | 0.2 | $1.2M | 8.8k | 136.04 |
|
|
| Intel Corp Stock (INTC) | 0.2 | $1.2M | 27k | 44.17 |
|
|
| Hillman Solutions Corp Stock (HLMN) | 0.2 | $1.2M | 113k | 10.64 |
|
|
| Intl Business Machines Stock (IBM) | 0.2 | $1.2M | 6.2k | 190.97 |
|
|
| Medtronic Stock (MDT) | 0.2 | $1.2M | 13k | 87.15 |
|
|
| Ge Aerospace Stock (GE) | 0.2 | $1.2M | +4% | 6.6k | 175.52 |
|
| Thermo Fisher Scientific Stock (TMO) | 0.2 | $1.1M | +6% | 2.0k | 581.23 |
|
| Phillips 66 Stock (PSX) | 0.2 | $1.1M | +6% | 6.9k | 163.33 |
|
| Novartis Adr (NVS) | 0.2 | $1.1M | +7% | 12k | 96.73 |
|
| Cullen Frost Bankers Stock (CFR) | 0.2 | $1.0M | +5% | 9.3k | 112.56 |
|
| Public Svc Enterprise Grp Stock (PEG) | 0.2 | $1.0M | +12% | 16k | 66.78 |
|
| Msc Indl Direct Inc Cl A Stock (MSM) | 0.2 | $1.0M | +6% | 11k | 97.04 |
|
| Advanced Micro Devices Stock (AMD) | 0.2 | $1.0M | +15% | 5.7k | 180.49 |
|
| Devon Energy Corp Stock (DVN) | 0.2 | $996k | +8% | 20k | 50.18 |
|
| Motorola Solutions Stock (MSI) | 0.2 | $989k | 2.8k | 355.00 |
|
|
| Asml Holding N V N Y Registry Adr (ASML) | 0.2 | $979k | 1.0k | 970.07 |
|
|
| Vertex Pharmaceuticals In Stock (VRTX) | 0.2 | $964k | +6% | 2.3k | 418.01 |
|
| 3M Stock (MMM) | 0.2 | $957k | NEW | 9.0k | 106.07 |
|
| Total Sa Adr (TTE) | 0.2 | $954k | +6% | 14k | 68.83 |
|
| Progressive Corp Stock (PGR) | 0.2 | $946k | -10% | 4.6k | 206.82 |
|
| Qualcomm Stock (QCOM) | 0.2 | $944k | +20% | 5.6k | 169.29 |
|
| United Parcel Service Stock (UPS) | 0.2 | $942k | -8% | 6.3k | 148.64 |
|
| Ishares Msci Eafe Small-cap Etf Etf (SCZ) | 0.2 | $936k | +6% | 15k | 63.33 |
|
| T Rowe Price Group Stock (TROW) | 0.2 | $929k | +4% | 7.6k | 121.91 |
|
| Royal Dutch Shell Plc- Adr (SHEL) | 0.2 | $915k | +3% | 14k | 67.04 |
|
| Autodesk Stock (ADSK) | 0.2 | $886k | +6% | 3.4k | 260.39 |
|
| Hess Corp Stock (HES) | 0.2 | $876k | 5.7k | 152.63 |
|
|
| Conocophillips Stock (COP) | 0.2 | $860k | 6.8k | 127.28 |
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|
| Automatic Data Processing Stock (ADP) | 0.2 | $856k | +3% | 3.4k | 249.74 |
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| Applied Matls Stock (AMAT) | 0.2 | $854k | +3% | 4.1k | 206.25 |
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| Marathon Pete Corp Stock (MPC) | 0.2 | $847k | +3% | 4.2k | 201.49 |
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| Invesco International Dividend Achievers Etf Etf (PID) | 0.2 | $838k | -5% | 45k | 18.54 |
|
| Adobe Sys Stock (ADBE) | 0.1 | $832k | -11% | 1.6k | 504.60 |
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| Wells Fargo Stock (WFC) | 0.1 | $822k | +25% | 14k | 57.96 |
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| Huntington Ingalls Inds Stock (HII) | 0.1 | $813k | +5% | 2.8k | 291.51 |
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| Linde Stock (LIN) | 0.1 | $800k | +4% | 1.7k | 464.38 |
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| Elevance Health Stock (ELV) | 0.1 | $791k | +2% | 1.5k | 518.47 |
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| Vanguard Mega Cap Growth Etf Etf (MGK) | 0.1 | $788k | -12% | 2.8k | 286.61 |
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| Unilever Adr (UL) | 0.1 | $786k | +28% | 16k | 50.19 |
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| Monster Beverage Corp Stock (MNST) | 0.1 | $786k | +9% | 13k | 59.28 |
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| Regeneron Pharmaceuticals Stock (REGN) | 0.1 | $779k | +8% | 809.00 | 962.49 |
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| Hershey Stock (HSY) | 0.1 | $770k | NEW | 4.0k | 194.50 |
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| Tjx Cos Stock (TJX) | 0.1 | $762k | 7.5k | 101.42 |
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| Robert Half Stock (RHI) | 0.1 | $761k | +4% | 9.6k | 79.28 |
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| Abbott Labs Stock (ABT) | 0.1 | $758k | -2% | 6.7k | 113.65 |
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| Intuitive Surgical Stock (ISRG) | 0.1 | $748k | +5% | 1.9k | 399.09 |
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| Eaton Corp Stock (ETN) | 0.1 | $746k | +4% | 2.4k | 312.71 |
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| Skyworks Solutions Stock (SWKS) | 0.1 | $740k | +13% | 6.8k | 108.32 |
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| Lowes Cos Stock (LOW) | 0.1 | $732k | +9% | 2.9k | 254.72 |
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| Caterpillar Stock (CAT) | 0.1 | $731k | +7% | 2.0k | 366.49 |
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| Starbucks Corp Stock (SBUX) | 0.1 | $723k | 7.9k | 91.39 |
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| Eastman Chemical Stock (EMN) | 0.1 | $717k | +6% | 7.2k | 100.23 |
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| BP Adr (BP) | 0.1 | $717k | +3% | 19k | 37.68 |
|
| Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG) | 0.1 | $711k | -30% | 15k | 47.06 |
|
| Henry Jack & Assoc Stock (JKHY) | 0.1 | $711k | +6% | 4.1k | 173.72 |
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| American Finl Group Inc O Stock (AFG) | 0.1 | $707k | 5.2k | 136.48 |
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| Intuit Stock (INTU) | 0.1 | $703k | +7% | 1.1k | 650.00 |
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| Shopify Inc Cl A Stock (SHOP) | 0.1 | $692k | +2% | 9.0k | 77.17 |
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| Realty Income Corp Reit (O) | 0.1 | $683k | NEW | 13k | 54.10 |
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| Clorox Co Del Stock (CLX) | 0.1 | $683k | +4% | 4.5k | 153.10 |
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| Kimball Electronics Stock (KE) | 0.1 | $682k | 32k | 21.65 |
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| Analog Devices Stock (ADI) | 0.1 | $679k | +2% | 3.4k | 197.79 |
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| Rtx Corporation Stock (RTX) | 0.1 | $673k | +46% | 6.9k | 97.54 |
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| Dover Corp Stock (DOV) | 0.1 | $665k | 3.8k | 177.19 |
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| Allstate Corp Stock (ALL) | 0.1 | $659k | +13% | 3.8k | 173.01 |
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| Firstenergy Corp Stock (FE) | 0.1 | $655k | 17k | 38.62 |
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| Chubb Stock (CB) | 0.1 | $646k | 2.5k | 259.17 |
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| Omnicom Group Stock (OMC) | 0.1 | $637k | +5% | 6.6k | 96.76 |
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| Paychex Stock (PAYX) | 0.1 | $634k | 5.2k | 122.80 |
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| Cencora Stock (COR) | 0.1 | $632k | +3% | 2.6k | 243.01 |
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| Nextera Energy Stock (NEE) | 0.1 | $624k | +17% | 9.8k | 63.91 |
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| Philip Morris Intl Stock (PM) | 0.1 | $619k | 6.8k | 91.62 |
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| American Airls Group Stock (AAL) | 0.1 | $618k | 40k | 15.35 |
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| Black Hills Corp Stock (BKH) | 0.1 | $616k | +37% | 11k | 54.60 |
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| Honeywell Intl Stock (HON) | 0.1 | $616k | +7% | 3.0k | 205.25 |
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| Quest Diagnostics Stock (DGX) | 0.1 | $616k | 4.6k | 133.11 |
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| Danaher Corp Stock (DHR) | 0.1 | $614k | +3% | 2.5k | 249.76 |
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| Hsbc Holdings Plc Spons Adr (HSBC) | 0.1 | $613k | +2% | 16k | 39.36 |
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| Kohls Corp Stock (KSS) | 0.1 | $608k | 21k | 29.15 |
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| Service Now Stock (NOW) | 0.1 | $594k | 779.00 | 762.40 |
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| Astrazeneca Plc- Spons Adr (AZN) | 0.1 | $591k | +5% | 8.7k | 67.75 |
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| Allison Transmission Hldgs Stock (ALSN) | 0.1 | $585k | +5% | 7.2k | 81.16 |
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| Ford Motor Company Stock (F) | 0.1 | $582k | 44k | 13.28 |
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| Deere & Co Stock (DE) | 0.1 | $582k | +11% | 1.4k | 410.69 |
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| Lincoln Elec Hldgs Stock (LECO) | 0.1 | $579k | +5% | 2.3k | 255.46 |
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| At&t Stock (T) | 0.1 | $571k | +20% | 32k | 17.60 |
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| Synopsys Stock (SNPS) | 0.1 | $570k | 997.00 | 571.50 |
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| Hormel Foods Corp Stock (HRL) | 0.1 | $569k | +43% | 16k | 34.89 |
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| Ishares Core S&p U.s. Growth Etf Etf (IUSG) | 0.1 | $563k | 4.8k | 117.21 |
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| American Express Stock (AXP) | 0.1 | $562k | +5% | 2.5k | 227.73 |
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| Commscope Hldg Stock (COMM) | 0.1 | $555k | +54% | 424k | 1.31 |
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| Morgan Stanley Stock (MS) | 0.1 | $555k | 5.9k | 94.16 |
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| Prologis Share Beneficial Int Reit (PLD) | 0.1 | $552k | +4% | 4.2k | 130.21 |
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| Goldman Sachs Group Stock (GS) | 0.1 | $551k | 1.3k | 417.61 |
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| O Reilly Automotive Stock (ORLY) | 0.1 | $551k | +2% | 488.00 | 1129.34 |
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| Blackrock Stock (BLK) | 0.1 | $540k | -3% | 648.00 | 833.20 |
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| Duke Energy Corp Stock (DUK) | 0.1 | $539k | +3% | 5.6k | 96.71 |
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| Ishares Msci Emerging Markets Small Cap Etf Etf (EEMS) | 0.1 | $518k | +2% | 8.8k | 58.85 |
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| Paypal Hldgs Stock (PYPL) | 0.1 | $491k | +100% | 7.3k | 66.99 |
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| S&p Global Stock (SPGI) | 0.1 | $482k | 1.1k | 425.57 |
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| Sony Group Corp Adr (SONY) | 0.1 | $475k | -5% | 5.5k | 85.74 |
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| Parker-hannifin Corp Stock (PH) | 0.1 | $469k | +3% | 844.00 | 555.97 |
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| Yum! Brands Stock (YUM) | 0.1 | $469k | +10% | 3.4k | 138.63 |
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| Principal Financial Group Stock (PFG) | 0.1 | $469k | +5% | 5.4k | 86.32 |
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| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.1 | $463k | +2% | 6.6k | 70.00 |
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| Ishares Russell 3000 Etf Etf (IWV) | 0.1 | $459k | -15% | 1.5k | 300.08 |
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| Ingredion Stock (INGR) | 0.1 | $457k | +6% | 3.9k | 116.84 |
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| Lam Research Corp Stock (LRCX) | 0.1 | $456k | 469.00 | 972.37 |
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| Huntington Bancshares Stock (HBAN) | 0.1 | $451k | 32k | 13.95 |
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| Marsh & Mclennan Cos Stock (MMC) | 0.1 | $448k | +10% | 2.2k | 206.00 |
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| The Cigna Group Stock (CI) | 0.1 | $446k | 1.2k | 363.19 |
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| Cadence Design System Stock (CDNS) | 0.1 | $443k | 1.4k | 311.28 |
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| Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB) | 0.1 | $440k | 18k | 24.48 |
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| Schwab Us Dividend Equity Etf Etf (SCHD) | 0.1 | $436k | -2% | 5.4k | 80.63 |
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| Chicago Mercantile Hldgs Stock (CME) | 0.1 | $434k | +3% | 2.0k | 215.33 |
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| Vanguard Esg U.s. Stock Etf Etf (ESGV) | 0.1 | $429k | -4% | 4.6k | 93.19 |
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| Kla-tencor Corp Stock (KLAC) | 0.1 | $426k | 610.00 | 698.55 |
|
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| Air Prods & Chems Stock (APD) | 0.1 | $425k | -5% | 1.8k | 242.33 |
|
| Bhp Group Adr (BHP) | 0.1 | $418k | -7% | 7.2k | 57.69 |
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| Marriott Intl Stock (MAR) | 0.1 | $404k | +9% | 1.6k | 252.31 |
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| Sherwin Williams Stock (SHW) | 0.1 | $401k | +3% | 1.2k | 347.46 |
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| Ishares Tr Russell Midcap Index Etf (IWR) | 0.1 | $397k | -2% | 4.7k | 84.09 |
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| Booking Holdings Stock (BKNG) | 0.1 | $392k | +6% | 108.00 | 3627.88 |
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| Nike Inc Class B Stock (NKE) | 0.1 | $387k | -26% | 4.1k | 93.97 |
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| Centerpoint Energy Stock (CNP) | 0.1 | $385k | +8% | 14k | 28.49 |
|
| Fedex Corp Stock (FDX) | 0.1 | $380k | +2% | 1.3k | 289.85 |
|
| Ing Groep Nv Adr (ING) | 0.1 | $376k | +44% | 23k | 16.49 |
|
| Archer Daniels Midland Stock (ADM) | 0.1 | $375k | NEW | 6.0k | 62.81 |
|
| Kroger Stock (KR) | 0.1 | $374k | -15% | 6.5k | 57.13 |
|
| Eog Resources Stock (EOG) | 0.1 | $372k | -4% | 2.9k | 127.86 |
|
| Ishares Dj Us Technology Etf (IYW) | 0.1 | $370k | 2.7k | 135.06 |
|
|
| Simon Property Group Reit (SPG) | 0.1 | $369k | +3% | 2.4k | 156.47 |
|
| Vanguard Small Cap Etf Etf (VB) | 0.1 | $366k | -5% | 1.6k | 228.59 |
|
| Factset Resh Sys Stock (FDS) | 0.1 | $365k | +7% | 802.00 | 454.44 |
|
| Vanguard Mid Cap Etf (VO) | 0.1 | $361k | -20% | 1.4k | 249.86 |
|
| Coca Cola Femsa Sa Adr (KOF) | 0.1 | $360k | +6% | 3.7k | 97.20 |
|
| M & T Bk Corp Stock (MTB) | 0.1 | $360k | 2.5k | 145.44 |
|
|
| Southern Stock (SO) | 0.1 | $360k | +2% | 5.0k | 71.73 |
|
| Waste Management Stock (WM) | 0.1 | $359k | 1.7k | 213.15 |
|
|
| Trane Technologies Stock (TT) | 0.1 | $357k | +12% | 1.2k | 300.19 |
|
| Northrop Grumman Corp Stock (NOC) | 0.1 | $355k | 742.00 | 478.53 |
|
|
| Toronto Dominion Bank Stock (TD) | 0.1 | $355k | -4% | 5.9k | 60.38 |
|
| C H Robinson Worldwide Stock (CHRW) | 0.1 | $353k | -3% | 4.6k | 76.14 |
|
| Takeda Pharmaceutical Adr (TAK) | 0.1 | $352k | +2% | 25k | 13.89 |
|
| Fiserv Stock (FI) | 0.1 | $351k | +3% | 2.2k | 159.81 |
|
| Sap Aktiengesellschaft Adr (SAP) | 0.1 | $349k | +8% | 1.8k | 195.02 |
|
| Brookfield Corp Cl A Ltd Vt Sh Stock (BN) | 0.1 | $347k | +11% | 8.3k | 41.87 |
|
| T-mobile Us Stock (TMUS) | 0.1 | $342k | +5% | 2.1k | 163.22 |
|
| Whirlpool Corp Stock (WHR) | 0.1 | $338k | +11% | 2.8k | 119.63 |
|
| Expeditors Intl Wash Stock (EXPD) | 0.1 | $337k | +6% | 2.8k | 121.59 |
|
| Canadian Pacific Kansas City Stock (CP) | 0.1 | $337k | -5% | 3.8k | 88.18 |
|
| Royal Bank Of Canada Stock (RY) | 0.1 | $332k | +3% | 3.3k | 100.87 |
|
| GSK Adr (GSK) | 0.1 | $332k | +10% | 7.7k | 42.87 |
|
| Macys Stock (M) | 0.1 | $332k | 17k | 19.99 |
|
|
| Csx Corp Stock (CSX) | 0.1 | $331k | -67% | 8.9k | 37.07 |
|
| Diageo Adr (DEO) | 0.1 | $331k | +52% | 2.2k | 148.73 |
|
| Moodys Corp Stock (MCO) | 0.1 | $330k | 840.00 | 393.12 |
|
|
| Microchip Technology Stock (MCHP) | 0.1 | $326k | +7% | 3.6k | 89.72 |
|
| Delta Air Lines Inc Del Cmn Stock (DAL) | 0.1 | $325k | NEW | 6.8k | 47.87 |
|
| Illinois Tool Wks Stock (ITW) | 0.1 | $322k | 1.2k | 268.33 |
|
|
| Uber Technologies Stock (UBER) | 0.1 | $321k | -25% | 4.2k | 76.98 |
|
| Aon Corp Stock (AON) | 0.1 | $318k | -5% | 952.00 | 333.77 |
|
| Chipotle Mexican Grill Stock (CMG) | 0.1 | $317k | +10% | 109.00 | 2906.77 |
|
| Coca Cola Enterprise Stock (CCEP) | 0.1 | $310k | +14% | 4.4k | 69.95 |
|
| Gilead Sciences Stock (GILD) | 0.1 | $309k | -59% | 4.2k | 73.25 |
|
| Gogo Inc Com Usd0.0001 Stock (GOGO) | 0.1 | $308k | NEW | 35k | 8.78 |
|
| Stryker Corp Stock (SYK) | 0.1 | $308k | +13% | 860.00 | 357.89 |
|
| Ishares Msci Eafe Etf Etf (EFA) | 0.1 | $307k | -12% | 3.8k | 79.86 |
|
| Vanguard Dividend Appreciation Etf Etf (VIG) | 0.1 | $304k | 1.7k | 182.61 |
|
|
| Crocs Stock (CROX) | 0.1 | $303k | NEW | 2.1k | 143.80 |
|
| Norfolk Southern Crp Stock (NSC) | 0.1 | $303k | +4% | 1.2k | 254.87 |
|
| Docusign Stock (DOCU) | 0.1 | $302k | 5.1k | 59.55 |
|
|
| Sei Investments Stock (SEIC) | 0.1 | $301k | +8% | 4.2k | 71.89 |
|
| Belden Cdt Stock (BDC) | 0.1 | $299k | 3.2k | 92.61 |
|
|
| Capital One Financial Corp Stock (COF) | 0.1 | $297k | +6% | 2.0k | 148.89 |
|
| Nuveen Esg U.s. Aggregate Bond Etf Etf (NUBD) | 0.1 | $294k | NEW | 13k | 21.97 |
|
| Bristol-myers Squibb Stock (BMY) | 0.1 | $289k | 5.3k | 54.23 |
|
|
| Ishares International Dividend Growth Etf Etf (IGRO) | 0.1 | $288k | 4.3k | 67.36 |
|
|
| Royal Carribbean Cruises Stock (RCL) | 0.1 | $285k | +9% | 2.1k | 139.01 |
|
| Cabot Oil & Gas Cp Stock (CTRA) | 0.1 | $284k | 10k | 27.88 |
|
|
| Block Inc Cl A Stock (SQ) | 0.1 | $281k | +3% | 3.3k | 84.58 |
|
| First Finl Bancorp Oh Stock (FFBC) | 0.0 | $276k | 12k | 22.42 |
|
|
| Illumina Stock (ILMN) | 0.0 | $275k | +8% | 2.0k | 137.34 |
|
| Intercontinental Exchange Stock (ICE) | 0.0 | $274k | +9% | 2.0k | 137.46 |
|
| Mckesson Corp Stock (MCK) | 0.0 | $266k | 496.00 | 536.85 |
|
|
| Comerica Stock (CMA) | 0.0 | $265k | +5% | 4.8k | 54.99 |
|
| Boston Scientific Corp Stock (BSX) | 0.0 | $264k | 3.9k | 68.49 |
|
|
| Enbridge Stock (ENB) | 0.0 | $264k | +6% | 7.3k | 36.18 |
|
| Micron Technology Stock (MU) | 0.0 | $264k | NEW | 2.2k | 117.89 |
|
| Helmerich & Payne Stock (HP) | 0.0 | $264k | 6.3k | 42.06 |
|
|
| Ppg Inds Stock (PPG) | 0.0 | $263k | -4% | 1.8k | 144.90 |
|
| Equinix Reit (EQIX) | 0.0 | $262k | 317.00 | 826.60 |
|
|
| Zoom Video Communications Inc Cl A Stock (ZM) | 0.0 | $262k | 4.0k | 65.37 |
|
|
| Banco Santander Cent Hisp Adr (SAN) | 0.0 | $261k | NEW | 54k | 4.84 |
|
| Stellantis Stock (STLA) | 0.0 | $260k | NEW | 9.2k | 28.30 |
|
| Workday Stock (WDAY) | 0.0 | $253k | +8% | 926.00 | 272.75 |
|
| Citigroup Stock (C) | 0.0 | $247k | 3.9k | 63.24 |
|
|
| Under Armour Inc Cl A Stock (UAA) | 0.0 | $247k | 34k | 7.38 |
|
|
| Dupont De Nemours Stock (DD) | 0.0 | $247k | -3% | 3.2k | 76.68 |
|
| Target Corp Stock (TGT) | 0.0 | $246k | NEW | 1.4k | 177.16 |
|
| Charles Schwab Corp Stock (SCHW) | 0.0 | $244k | -16% | 3.4k | 72.34 |
|
| Sabre Corp Stock (SABR) | 0.0 | $242k | +100% | 100k | 2.42 |
|
| Cvs Health Corp Stock (CVS) | 0.0 | $242k | +19% | 3.0k | 79.77 |
|
| Schlumberger Ltd Com Stk Stock (SLB) | 0.0 | $241k | +3% | 4.4k | 54.81 |
|
| Rio Tinto Adr (RIO) | 0.0 | $240k | +3% | 3.8k | 63.74 |
|
| Agnico Eagle Mines Stock (AEM) | 0.0 | $240k | NEW | 4.0k | 59.65 |
|
| Altria Group Stock (MO) | 0.0 | $240k | -4% | 5.5k | 43.62 |
|
| Emerson Elec Stock (EMR) | 0.0 | $239k | NEW | 2.1k | 113.42 |
|
| Relx Adr (RELX) | 0.0 | $237k | -27% | 5.5k | 43.29 |
|
| Canadian Natl Ry Stock (CNI) | 0.0 | $236k | NEW | 1.8k | 131.72 |
|
| Cbs Corp Cl B Stock (PARA) | 0.0 | $235k | 20k | 11.77 |
|
|
| Travelers Companies Stock (TRV) | 0.0 | $232k | NEW | 1.0k | 230.14 |
|
| Ecolab Stock (ECL) | 0.0 | $230k | NEW | 997.00 | 230.92 |
|
| Optical Cable Corp Stock (OCC) | 0.0 | $229k | NEW | 81k | 2.83 |
|
| Autozone Inc Nev Stock (AZO) | 0.0 | $227k | NEW | 72.00 | 3151.65 |
|
| Nxp Semiconductors Nv Stock (NXPI) | 0.0 | $225k | -8% | 909.00 | 247.77 |
|
| United Rentals Stock (URI) | 0.0 | $224k | NEW | 311.00 | 721.11 |
|
| Netease.com Adr (NTES) | 0.0 | $220k | NEW | 2.1k | 103.48 |
|
| Arista Networks Stock (ANET) | 0.0 | $218k | NEW | 750.00 | 289.98 |
|
| Alibaba Group Hldg Adr (BABA) | 0.0 | $217k | NEW | 3.0k | 72.35 |
|
| Health Care Reit Reit (WELL) | 0.0 | $216k | NEW | 2.3k | 93.43 |
|
| Jpmorgan Sustainable Municipal Income Etf Etf (JMSI) | 0.0 | $215k | 4.3k | 50.39 |
|
|
| Dow Stock (DOW) | 0.0 | $214k | NEW | 3.7k | 57.94 |
|
| Airbnb Inc Com Cl A Stock (ABNB) | 0.0 | $212k | NEW | 1.3k | 164.96 |
|
| Valero Energy Corp Stock (VLO) | 0.0 | $211k | NEW | 1.2k | 170.65 |
|
| Ross Stores Stock (ROST) | 0.0 | $206k | NEW | 1.4k | 146.76 |
|
| Palo Alto Networks Stock (PANW) | 0.0 | $205k | NEW | 723.00 | 284.13 |
|
| Gallagher Arthur J &co Stock (AJG) | 0.0 | $204k | NEW | 817.00 | 250.04 |
|
| Hartford Finl Svcs Group Stock (HIG) | 0.0 | $204k | NEW | 2.0k | 103.05 |
|
| Ishares Esg Aware Msci Eafe Etf Etf (ESGD) | 0.0 | $203k | NEW | 2.5k | 79.91 |
|
| Ase Technology Hldg Adr (ASX) | 0.0 | $199k | NEW | 18k | 10.99 |
|
| Mitsubishi Ufj Finl Group Inc Sponsored Adr (MUFG) | 0.0 | $193k | NEW | 19k | 10.23 |
|
| Banco Bilbao Vizcayaargentaria Sa Ads Each Repr 1 Ord Eur0.49 Adr (BBVA) | 0.0 | $172k | NEW | 15k | 11.84 |
|
| Spirit Airlines Stock (SAVE) | 0.0 | $165k | NEW | 34k | 4.84 |
|
| Haleon Plc Spon Ads Adr (HLN) | 0.0 | $162k | NEW | 19k | 8.49 |
|
| Sumitomo Mitsui Finlgroup Inc Sponsored Adr Isin #us86562m2098 Adr (SMFG) | 0.0 | $129k | NEW | 11k | 11.77 |
|
| Lloyds Tsb Group Adr (LYG) | 0.0 | $123k | NEW | 47k | 2.59 |
|
| Viatris Stock (VTRS) | 0.0 | $120k | NEW | 10k | 11.94 |
|
| Itau Unibanco Hldg S A Spon Adr Rep P Adr (ITUB) | 0.0 | $120k | NEW | 17k | 6.93 |
|
| Barclays Adr (BCS) | 0.0 | $101k | NEW | 11k | 9.45 |
|
| Chargepoint Holdings Inc Com Cl A Stock (CHPT) | 0.0 | $68k | NEW | 36k | 1.90 |
|
| Digital Turbine Stock (APPS) | 0.0 | $50k | NEW | 19k | 2.62 |
|
| Mizuho Financial Group Adr (MFG) | 0.0 | $45k | NEW | 11k | 3.98 |
|
| Peloton Interactive Inc Cl A Stock (PTON) | 0.0 | $44k | NEW | 10k | 4.29 |
|
| Office Pptys Income Tr Com Shs Ben Int Reit (OPI) | 0.0 | $20k | NEW | 10k | 2.04 |
|
Past Filings by Legacy Financial Advisors
SEC 13F filings are viewable for Legacy Financial Advisors going back to 2017
- Legacy Financial Advisors 2024 Q1 filed May 14, 2024
- Legacy Financial Advisors 2023 Q4 filed Feb. 6, 2024
- Legacy Financial Advisors 2023 Q3 filed Nov. 13, 2023
- Legacy Financial Advisors 2023 Q2 filed Aug. 8, 2023
- Legacy Financial Advisors 2023 Q1 filed May 3, 2023
- Legacy Financial Advisors 2022 Q4 filed Feb. 6, 2023
- Legacy Financial Advisors 2022 Q3 filed Nov. 9, 2022
- Legacy Financial Advisors 2022 Q2 filed Aug. 8, 2022
- Legacy Financial Advisors 2022 Q1 filed May 4, 2022
- Legacy Financial Advisors 2021 Q4 filed Feb. 4, 2022
- Legacy Financial Advisors 2021 Q3 filed Oct. 26, 2021
- Legacy Financial Advisors 2021 Q2 filed July 21, 2021
- Legacy Financial Advisors 2021 Q1 filed April 28, 2021
- Legacy Financial Advisors 2020 Q4 filed Feb. 2, 2021
- Legacy Financial Advisors 2020 Q3 filed Nov. 9, 2020
- Legacy Financial Advisors 2020 Q2 filed Aug. 7, 2020