Legacy Financial Advisors, Inc. Purchases in Q3 2024

Legacy Financial Advisors, Inc.

  • $515 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
10.1K
+ 1.3%
$75.88 - $83.21 $763K - $837K
785K $65.3M
AAPL
Apple Inc.

Technology
3.39K
+ 4.48%
$207.23 - $234.82 $702K - $796K
79.1K $18.4M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
7.07K
+ 3.36%
$71.31 - $80.0 $504K - $566K
218K $17.4M
PG
Procter & Gamble CO

Consumer Defensive
4.48K
+ 5.95%
$160.76 - $177.82 $720K - $796K
79.8K $13.8M
TSLA
Tesla, Inc.

Consumer Cyclical
907
+ 5.89%
$191.76 - $263.26 $174K - $239K
16.3K $4.27M
META
Meta Platforms, Inc.

Communication Services
377
+ 3.55%
$453.41 - $572.44 $171K - $216K
11K $6.29M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
11.1K
+ 4.08%
$50.15 - $51.27 $556K - $568K
283K $14.5M
CME
Cme Group Inc.

Financial Services
3.43K
+ 187.55%
$193.43 - $220.62 $664K - $758K
5.27K $1.16M
ORCL
Oracle Corp

Technology
503
+ 2.65%
$125.9 - $170.35 $63.3K - $85.7K
19.5K $3.31M
JNJ
Johnson & Johnson

Healthcare
2.04K
+ 12.8%
$145.48 - $167.38 $297K - $342K
18K $2.92M
HD
Home Depot, Inc.

Consumer Cyclical
206
+ 2.74%
$333.64 - $405.2 $68.7K - $83.5K
7.72K $3.13M
UNH
Unitedhealth Group Inc

Healthcare
193
+ 3.64%
$488.01 - $604.18 $94.2K - $117K
5.5K $3.22M
JPM
Jpmorgan Chase & CO

Financial Services
612
+ 1.63%
$194.9 - $224.8 $119K - $138K
38.1K $8.04M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
246
+ 4.07%
$405.19 - $478.57 $99.7K - $118K
6.29K $2.9M
IBM
International Business Machines Corp

Technology
588
+ 9.26%
$175.1 - $223.38 $103K - $131K
6.94K $1.53M
CSCO
Cisco Systems, Inc.

Technology
4.48K
+ 13.74%
$44.74 - $53.22 $200K - $238K
37K $1.97M
GLD
Spdr Gold Trust

ETFs
1.45K
+ 126.31%
$215.56 - $246.98 $311K - $357K
2.59K $629K
TFC
Truist Financial Corp

Financial Services
858
+ 1.01%
$38.22 - $44.94 $32.8K - $38.6K
85.9K $3.67M
WMT
Walmart Inc.

Consumer Defensive
457
+ 1.86%
$66.91 - $81.4 $30.6K - $37.2K
25.1K $2.02M
LMT
Lockheed Martin Corp

Industrials
58
+ 2.14%
$460.3 - $584.56 $26.7K - $33.9K
2.77K $1.62M
KO
Coca Cola CO

Consumer Defensive
738
+ 2.04%
$62.69 - $73.01 $46.3K - $53.9K
36.9K $2.65M
AMT
American Tower Corp

Real Estate
1.41K
New
$192.27 - $242.73 $270K - $341K
1.41K $326K
XCEM
Columbia ETF Tr Ii

ETFs
9.91K
New
$30.17 - $33.79 $299K - $335K
9.91K $323K
MMM
3 M CO

Industrials
29
+ 0.32%
$99.69 - $139.42 $2.89K - $4.04K
9.07K $1.24M
ABBV
Abb Vie Inc.

Healthcare
400
+ 4.58%
$163.84 - $199.33 $65.5K - $79.7K
9.14K $1.8M
SBUX
Starbucks Corp

Consumer Cyclical
1.02K
+ 9.72%
$72.51 - $98.6 $74K - $101K
11.5K $1.12M
ILMN
Illumina, Inc.

Healthcare
2.32K
New
$105.28 - $135.9 $244K - $315K
2.32K $302K
UNP
Union Pacific Corp

Industrials
635
+ 9.09%
$221.78 - $256.09 $141K - $163K
7.62K $1.88M
DEO
Diageo PLC

Consumer Defensive
2.11K
New
$120.02 - $140.77 $253K - $297K
2.11K $295K
MCD
Mcdonalds Corp

Consumer Cyclical
270
+ 6.36%
$245.82 - $304.51 $66.4K - $82.2K
4.51K $1.37M
OCC
Optical Cable Corp

Technology
108K
+ 104.61%
$2.56 - $2.87 $278K - $311K
212K $568K
V
Visa Inc.

Financial Services
432
+ 3.39%
$253.74 - $291.56 $110K - $126K
13.2K $3.63M
TD
Toronto Dominion Bank

Financial Services
4.4K
New
$54.54 - $64.56 $240K - $284K
4.4K $278K
MA
Mastercard Inc

Financial Services
141
+ 3.6%
$429.6 - $500.99 $60.6K - $70.6K
4.06K $2M
CRM
Salesforce, Inc.

Technology
651
+ 11.39%
$238.42 - $276.53 $155K - $180K
6.37K $1.74M
NKE
Nike, Inc.

Consumer Cyclical
2.28K
+ 47.32%
$71.09 - $89.44 $162K - $204K
7.09K $626K
PGR
Progressive Corp

Financial Services
176
+ 3.85%
$209.46 - $259.24 $36.9K - $45.6K
4.74K $1.2M
HIG
Hartford Financial Services Group, Inc.

Financial Services
2.13K
New
$98.71 - $117.61 $210K - $251K
2.13K $250K
ACN
Accenture PLC

Technology
170
+ 4.61%
$295.44 - $355.81 $50.2K - $60.5K
3.86K $1.36M
HCA
Hca Healthcare, Inc.

Healthcare
604
New
$315.12 - $406.43 $190K - $245K
604 $245K
TRV
Travelers Companies, Inc.

Financial Services
1.04K
New
$201.87 - $242.35 $209K - $251K
1.04K $242K
VZ
Verizon Communications Inc

Communication Services
2.3K
+ 6.17%
$38.89 - $45.0 $89.4K - $104K
39.6K $1.78M
LOW
Lowes Companies Inc

Consumer Cyclical
331
+ 11.19%
$213.3 - $270.78 $70.6K - $89.6K
3.29K $890K
XOM
Exxon Mobil Corp

Energy
1.51K
+ 5.26%
$109.72 - $119.0 $165K - $179K
30.1K $3.53M
ZTS
Zoetis Inc.

Healthcare
1.21K
New
$172.58 - $196.48 $209K - $238K
1.21K $236K
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.05K
+ 13.76%
$57.22 - $80.08 $60.2K - $84.2K
8.7K $678K
ED
Consolidated Edison Inc

Utilities
2.26K
New
$88.42 - $104.97 $200K - $237K
2.26K $235K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
2.29K
+ 11.32%
$61.47 - $67.36 $141K - $154K
22.5K $1.52M
CMCSA
Comcast Corp

Communication Services
2.82K
+ 6.63%
$37.33 - $41.78 $105K - $118K
45.4K $1.9M
Activity Summary
Buys All Purchases 229 New Holdings 35 Increased Positions 194 Sells All Sells 109 Reductions 109 Sold out 0 Options Calls 0 Puts 0
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