Legacy Financial Advisors, Inc. Purchases in Q4 2024

Legacy Financial Advisors, Inc.

  • $513 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
1.18K
+ 7.25%
$213.65 - $479.86 $253K - $568K
17.5K $7.07M
AAPL
Apple Inc.

Technology
1.13K
+ 1.43%
$221.69 - $259.02 $251K - $293K
80.2K $20.1M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
33K
New
$50.37 - $50.6 $1.66M - $1.67M
33K $1.66M
AMZN
Amazon Com Inc

Consumer Cyclical
686
+ 1.84%
$180.88 - $232.93 $124K - $160K
37.9K $8.31M
JPM
Jpmorgan Chase & CO

Financial Services
55
+ 0.14%
$205.18 - $250.29 $11.3K - $13.8K
38.2K $9.15M
AVGO
Broadcom Inc.

Technology
465
+ 3.08%
$159.67 - $250.0 $74.2K - $116K
15.6K $3.61M
RGA
Reinsurance Group Of America Inc

Financial Services
3.88K
New
$201.26 - $231.95 $780K - $899K
3.88K $828K
GOOGL
Alphabet Inc.

Communication Services
720
+ 2.67%
$161.86 - $196.66 $117K - $142K
27.7K $5.25M
PLTR
Palantir Technologies Inc.

Technology
1.48K
+ 8.84%
$36.46 - $82.38 $53.9K - $122K
18.2K $1.38M
GOOG
Alphabet Inc.

Communication Services
792
+ 3.18%
$163.08 - $198.16 $129K - $157K
25.7K $4.89M
BA
Boeing CO

Industrials
2.51K
+ 29.72%
$138.14 - $180.72 $347K - $454K
11K $1.94M
V
Visa Inc.

Financial Services
287
+ 2.18%
$273.87 - $320.91 $78.6K - $92.1K
13.5K $4.26M
CLSK
Cleanspark, Inc.

Technology
62.7K
New
$8.61 - $17.63 $540K - $1.1M
62.7K $577K
MSFT
Microsoft Corp

Technology
1.8K
+ 5.37%
$406.35 - $454.46 $733K - $819K
35.4K $14.9M
NKE
Nike, Inc.

Consumer Cyclical
7.19K
+ 101.42%
$73.36 - $89.13 $527K - $641K
14.3K $1.08M
CRM
Salesforce, Inc.

Technology
188
+ 2.95%
$270.87 - $367.87 $50.9K - $69.2K
6.56K $2.19M
VEA
Vanguard Ftse Developed Market

ETFs
13.5K
+ 31.09%
$47.57 - $52.44 $644K - $710K
57.1K $2.73M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
780
New
$521.84 - $558.82 $407K - $436K
780 $420K
WFC
Wells Fargo & Company

Financial Services
3.4K
+ 26.75%
$54.98 - $77.35 $187K - $263K
16.1K $1.13M
CME
Cme Group Inc.

Financial Services
1.34K
+ 25.41%
$221.17 - $246.02 $296K - $329K
6.6K $1.53M
SHOP
Shopify Inc.

Technology
749
+ 7.17%
$78.14 - $119.49 $58.5K - $89.5K
11.2K $1.19M
WMT
Walmart Inc.

Consumer Defensive
1.19K
+ 4.75%
$79.1 - $95.7 $94.2K - $114K
26.3K $2.37M
SPY
Spdr S&P 500 ETF Trust

ETFs
546
+ 24.02%
$567.81 - $607.81 $310K - $332K
2.82K $1.65M
SONY
Sony Group Corp

Technology
38.3K
+ 622.04%
$17.53 - $96.8 $671K - $3.71M
44.4K $940K
UBS
Ubs Group Ag

Financial Services
10.6K
New
$29.78 - $33.08 $316K - $351K
10.6K $321K
EMR
Emerson Electric CO

Industrials
2.53K
New
$108.13 - $134.33 $274K - $340K
2.53K $313K
GILD
Gilead Sciences, Inc.

Healthcare
3.2K
New
$83.95 - $97.9 $268K - $313K
3.2K $295K
DFAT
Dimensional ETF Tr U S Target

ETFs
5.22K
New
$54.54 - $61.04 $284K - $318K
5.22K $290K
DIS
Walt Disney CO

Communication Services
941
+ 7.78%
$92.39 - $117.6 $86.9K - $111K
13K $1.45M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
4.16K
+ 18.47%
$65.67 - $69.79 $273K - $291K
26.7K $1.79M
CSCO
Cisco Systems, Inc.

Technology
796
+ 2.15%
$52.45 - $60.02 $41.8K - $47.8K
37.8K $2.24M
NOW
Service Now, Inc.

Technology
106
+ 12.13%
$867.18 - $1148.42 $91.9K - $122K
980 $1.04M
TM
Toyota Motor Corp

Consumer Cyclical
882
+ 20.63%
$169.2 - $199.52 $149K - $176K
5.16K $1M
BAC
Bank Of America Corp

Financial Services
1.77K
+ 4.7%
$39.22 - $47.77 $69.2K - $84.3K
39.3K $1.73M
ABT
Abbott Laboratories

Healthcare
2.06K
+ 27.49%
$111.93 - $119.39 $230K - $246K
9.54K $1.08M
SAP
Sap Se

Technology
769
+ 35.68%
$218.13 - $255.54 $168K - $197K
2.92K $719K
CAH
Cardinal Health Inc

Healthcare
1.88K
New
$107.89 - $125.33 $203K - $236K
1.88K $222K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
10.7K
+ 3.77%
$50.02 - $51.24 $534K - $547K
294K $14.7M
CMI
Cummins Inc

Industrials
627
New
$324.93 - $383.42 $204K - $240K
627 $218K
WMB
Williams Companies, Inc.

Energy
4.02K
New
$46.37 - $59.74 $187K - $240K
4.02K $217K
BDX
Becton Dickinson & CO

Healthcare
950
New
$220.02 - $243.75 $209K - $232K
950 $215K
SCHW
Schwab Charles Corp

Financial Services
2.28K
+ 52.35%
$63.31 - $82.85 $144K - $189K
6.64K $491K
PNC
Pnc Financial Services Group, Inc.

Financial Services
444
+ 2.92%
$178.39 - $215.0 $79.2K - $95.5K
15.6K $3.02M
SYF
Synchrony Financial

Financial Services
3.16K
New
$49.01 - $68.55 $155K - $217K
3.16K $205K
CTVA
Corteva, Inc.

Basic Materials
3.6K
New
$55.21 - $64.13 $199K - $231K
3.6K $205K
HP
Helmerich & Payne, Inc.

Energy
6.28K
New
$30.3 - $36.81 $190K - $231K
6.28K $200K
BMY
Bristol Myers Squibb CO

Healthcare
2.51K
+ 24.97%
$51.92 - $59.94 $130K - $151K
12.6K $710K
GS
Goldman Sachs Group Inc

Financial Services
133
+ 9.12%
$486.1 - $608.57 $64.7K - $80.9K
1.59K $911K
ISRG
Intuitive Surgical Inc

Healthcare
237
+ 11.35%
$471.27 - $550.62 $112K - $130K
2.33K $1.21M
Activity Summary
Buys All Purchases 196 New Holdings 19 Increased Positions 177 Sells All Sells 131 Reductions 131 Sold out 0 Options Calls 0 Puts 0
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