Legacy Financial Advisors, Inc. Purchases in Q1 2025

Legacy Financial Advisors, Inc.

  • $498 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JNJ
Johnson & Johnson

Healthcare
2.35K
+ 14.74%
$142.06 - $167.7 $334K - $394K
18.3K $3.03M
X
United States Steel Corp

Basic Materials
16.1K
New
$30.47 - $43.0 $492K - $694K
16.1K $681K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
18.9K
+ 2.41%
$78.0 - $84.37 $1.47M - $1.59M
804K $64.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
248
+ 3.8%
$442.66 - $534.52 $110K - $133K
6.78K $3.61M
EXAS
Exact Sciences Corp

Healthcare
14.2K
New
$43.04 - $58.51 $613K - $833K
14.2K $616K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
3.25K
+ 97.39%
$80.53 - $147.57 $262K - $480K
6.59K $871K
UBER
Uber Technologies, Inc

Technology
7.15K
New
$63.17 - $81.49 $452K - $583K
7.15K $520K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
11.1K
+ 3.76%
$49.69 - $50.76 $549K - $561K
305K $15.2M
V
Visa Inc.

Financial Services
109
+ 0.81%
$306.92 - $362.71 $33.5K - $39.5K
13.6K $4.76M
XOM
Exxon Mobil Corp

Energy
1.42K
+ 5.12%
$105.44 - $118.93 $150K - $169K
29.1K $3.46M
DOW
Dow Inc.

Basic Materials
13.1K
New
$34.36 - $41.92 $452K - $551K
13.1K $459K
DFIV
Dimensional ETF Tr

ETFs
7.54K
+ 22.66%
$35.33 - $40.77 $266K - $307K
40.8K $1.61M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
8.1K
+ 24.55%
$50.39 - $50.66 $408K - $410K
41.1K $2.08M
PM
Philip Morris International Inc.

Consumer Defensive
461
+ 5.22%
$117.15 - $158.79 $54K - $73.2K
9.29K $1.48M
CVX
Chevron Corp

Energy
646
+ 4.81%
$146.71 - $167.97 $94.8K - $109K
14.1K $2.36M
AZN
Astrazeneca PLC

Healthcare
4.66K
+ 65.93%
$65.37 - $77.96 $305K - $364K
11.7K $862K
ABBV
Abb Vie Inc.

Healthcare
470
+ 5.0%
$169.2 - $216.66 $79.5K - $102K
9.88K $2.07M
PLTR
Palantir Technologies Inc.

Technology
2.72K
+ 14.92%
$64.98 - $124.62 $176K - $338K
20.9K $1.76M
VTI
Vanguard Total Stock Market Et

ETFs
2.13K
+ 16.17%
$271.18 - $303.12 $577K - $645K
15.3K $4.2M
S
Sentinel One, Inc.

Technology
20K
New
$18.17 - $24.97 $363K - $499K
20K $363K
IBM
International Business Machines Corp

Technology
543
+ 7.29%
$217.4 - $264.74 $118K - $144K
7.99K $1.99M
T
At&T Inc.

Communication Services
5.33K
+ 17.75%
$21.56 - $28.28 $115K - $151K
35.4K $1M
BK
Bank Of New York Mellon Corp

Financial Services
3.61K
New
$75.42 - $88.95 $273K - $321K
3.61K $303K
ABT
Abbott Laboratories

Healthcare
794
+ 8.32%
$111.1 - $140.22 $88.2K - $111K
10.3K $1.37M
SHEL
Shell PLC

Energy
2.01K
+ 15.3%
$62.84 - $73.29 $126K - $147K
15.1K $1.11M
SNY
Sanofi

Healthcare
5.14K
New
$48.15 - $59.42 $248K - $306K
5.14K $285K
GE
General Electric CO

Industrials
283
+ 4.16%
$168.59 - $212.13 $47.7K - $60K
7.09K $1.42M
VEA
Vanguard Ftse Developed Market

ETFs
2.14K
+ 3.75%
$47.4 - $52.99 $102K - $114K
59.2K $3.01M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
5.12K
New
$49.78 - $53.19 $255K - $272K
5.12K $261K
CVS
Cvs Health Corp

Healthcare
3.84K
New
$44.22 - $68.64 $170K - $264K
3.84K $260K
QCOM
Qualcomm Inc

Technology
1.68K
+ 26.7%
$151.94 - $175.86 $254K - $295K
7.95K $1.22M
VZ
Verizon Communications Inc

Communication Services
1.17K
+ 3.06%
$37.81 - $46.49 $44.1K - $54.2K
39.2K $1.78M
SLV
I Shares Silver Trust

ETFs
8.25K
New
$26.93 - $31.32 $222K - $258K
8.25K $255K
MCD
Mcdonalds Corp

Consumer Cyclical
453
+ 9.1%
$279.74 - $321.29 $127K - $146K
5.43K $1.7M
CLF
Cleveland Cliffs Inc.

Basic Materials
30.4K
New
$8.22 - $12.02 $250K - $365K
30.4K $249K
ROP
Roper Technologies Inc

Industrials
422
New
$502.71 - $593.81 $212K - $251K
422 $248K
PG
Procter & Gamble CO

Consumer Defensive
131
+ 0.16%
$158.56 - $176.26 $20.8K - $23.1K
80K $13.6M
ED
Consolidated Edison Inc

Utilities
2.19K
New
$88.0 - $110.59 $193K - $242K
2.19K $242K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.5K
New
$156.61 - $168.02 $234K - $251K
1.5K $240K
NXPI
Nxp Semiconductors N.V.

Technology
1.26K
New
$189.99 - $245.86 $239K - $310K
1.26K $239K
ALC
Alcon Inc

Healthcare
2.47K
New
$82.73 - $96.8 $205K - $239K
2.47K $234K
BMO
Bank Of Montreal

Financial Services
2.39K
New
$94.92 - $104.14 $226K - $248K
2.39K $227K
LLY
Eli Lilly & CO

Healthcare
81
+ 2.74%
$725.72 - $929.72 $58.8K - $75.3K
3.04K $2.51M
EQT
Eqt Corp

Energy
4.23K
New
$46.16 - $54.25 $195K - $230K
4.23K $226K
VO
Vanguard Mid Cap ETF

ETFs
872
New
$251.87 - $277.95 $220K - $242K
872 $225K
MMM
3 M CO

Industrials
402
+ 4.34%
$129.7 - $155.12 $52.1K - $62.4K
9.66K $1.42M
AEP
American Electric Power CO Inc

Utilities
2.05K
New
$90.32 - $109.27 $185K - $224K
2.05K $223K
GLD
Spdr Gold Trust

ETFs
361
+ 14.03%
$243.19 - $288.14 $87.8K - $104K
2.93K $845K
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
5.45K
+ 15.42%
$28.25 - $31.5 $154K - $172K
40.8K $1.22M
Activity Summary
Buys All Purchases 225 New Holdings 35 Increased Positions 190 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 0 Puts 0
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