Legacy Financial Advisors, Inc. Portfolio Holdings

Legacy Financial Advisors, Inc.

  • $498 Million
  • Q1 2025

Legacy Financial Advisors, Inc. has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $498 Million distributed in 362 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Tr Us Quality Divid with a value of $64.2M, Ishares Core S&P Total U.S. St with a value of $24.9M, Apple Inc. with a value of $18.3M, Wisdomtree Tr Wisdomtree U.S. with a value of $17.9M, and Jp Morgan Tr Mun ETF (De) with a value of $15.2M.

Examining the 13F form we can see an decrease of $14.5M in the current position value, from $513M to 498M.

Below you can find more details about Legacy Financial Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $498 Million
ETFs: $189 Million
Technology: $78.8 Million
Financial Services: $55.1 Million
Healthcare: $32.2 Million
Consumer Defensive: $29.3 Million
Industrials: $28.9 Million
Consumer Cyclical: $28.2 Million
Communication Services: $26.3 Million
Other: $30.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$64.2 Million 12.88% of portfolio
803,661
Q1 2025 Added 2.41%
$0
$24.9 Million 4.99% of portfolio
203,683
Q1 2025 Reduced 3.29%
$3.24T
$18.3 Million 3.68% of portfolio
82,543
Q1 2025 Added 2.94%
$0
$17.9 Million 3.58% of portfolio
217,300
Q1 2025 Reduced 0.07%
$0
$15.2 Million 3.06% of portfolio
304,871
Q1 2025 Added 3.76%
$385B
$13.6 Million 2.74% of portfolio
79,980
Q1 2025 Added 0.16%
$3.52T
$12.9 Million 2.58% of portfolio
34,238
Q1 2025 Reduced 3.16%
$0
$11.6 Million 2.32% of portfolio
187,094
Q1 2025 Reduced 3.45%
$355B
$11 Million 2.21% of portfolio
101,845
Q1 2025 Reduced 0.29%
$782B
$9.31 Million 1.87% of portfolio
37,958
Q1 2025 Reduced 0.59%
$2.21T
$7.41 Million 1.49% of portfolio
38,964
Q1 2025 Added 2.86%
$1.5T
$6.5 Million 1.3% of portfolio
11,282
Q1 2025 Added 3.79%
$0
$4.91 Million 0.99% of portfolio
64,936
Q1 2025 Reduced 4.77%
$599B
$4.76 Million 0.96% of portfolio
13,585
Q1 2025 Added 0.81%
$993B
$4.24 Million 0.85% of portfolio
27,444
Q1 2025 Reduced 0.96%
$0
$4.21 Million 0.84% of portfolio
45,352
Q1 2025 Reduced 8.44%
$974B
$4.09 Million 0.82% of portfolio
15,779
Q1 2025 Reduced 9.82%
$1.08T
$3.92 Million 0.79% of portfolio
25,120
Q1 2025 Reduced 2.12%
$545B
$3.89 Million 0.78% of portfolio
4,169
Q1 2025 Added 0.36%
$648B
$3.61 Million 0.72% of portfolio
6,779
Q1 2025 Added 3.8%
$437B
$3.46 Million 0.69% of portfolio
29,113
Q1 2025 Added 5.12%
$0
$3.25 Million 0.65% of portfolio
58,997
Q1 2025 Reduced 1.69%
$0
$3.15 Million 0.63% of portfolio
33,639
Q1 2025 Reduced 55.27%
$0
$3.11 Million 0.62% of portfolio
5,539
Q1 2025 Added 0.14%
$406B
$3.03 Million 0.61% of portfolio
18,294
Q1 2025 Added 14.74%
$0
$3.01 Million 0.6% of portfolio
59,247
Q1 2025 Added 3.75%
$284B
$2.97 Million 0.6% of portfolio
5,676
Q1 2025 Added 1.41%
$374B
$2.83 Million 0.57% of portfolio
7,720
Q1 2025 Reduced 0.55%
$72.2B
$2.83 Million 0.57% of portfolio
16,121
Q1 2025 Added 3.04%
$27.2B
$2.79 Million 0.56% of portfolio
71,066
Q1 2025 Reduced 7.8%
$0
$2.7 Million 0.54% of portfolio
106,921
Q1 2025 Reduced 3.9%
$478B
$2.68 Million 0.54% of portfolio
19,180
Q1 2025 Added 1.16%
$0
$2.58 Million 0.52% of portfolio
49,989
Q1 2025 Reduced 5.37%
$98.9B
$2.49 Million 0.5% of portfolio
14,893
Q1 2025 Reduced 4.35%
$735B
$2.51 Million 0.5% of portfolio
3,035
Q1 2025 Added 2.74%
$276B
$2.36 Million 0.47% of portfolio
14,083
Q1 2025 Added 4.81%
$271B
$2.36 Million 0.47% of portfolio
38,270
Q1 2025 Added 1.13%
$265B
$2.18 Million 0.44% of portfolio
24,783
Q1 2025 Reduced 5.64%
$334B
$2.07 Million 0.42% of portfolio
9,878
Q1 2025 Added 5.0%
$557B
$2.07 Million 0.42% of portfolio
3,780
Q1 2025 Reduced 3.67%
$0
$2.08 Million 0.42% of portfolio
41,095
Q1 2025 Added 24.55%
$155B
$2.05 Million 0.41% of portfolio
6,593
Q1 2025 Reduced 0.05%
$244B
$1.99 Million 0.4% of portfolio
7,992
Q1 2025 Added 7.29%
$177B
$2 Million 0.4% of portfolio
10,275
Q1 2025 Added 10.5%
$17B
$1.97 Million 0.4% of portfolio
5,858
Q1 2025 Reduced 0.63%
$0
$1.94 Million 0.39% of portfolio
29,222
Q1 2025 Added 9.44%
$310B
$1.95 Million 0.39% of portfolio
27,176
Q1 2025 Reduced 26.58%
$138B
$1.81 Million 0.36% of portfolio
7,645
Q1 2025 Added 7.4%
$183B
$1.78 Million 0.36% of portfolio
39,221
Q1 2025 Added 3.06%

Summary

  • Portfolio
  • No. of Stocks 362
  • Current Value $498 Million
  • Prior Value $513 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 35 stocks
  • Additional Purchases 190 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 121 stocks
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