Legacy Financial Advisors, Inc. Purchases in Q2 2025

Legacy Financial Advisors, Inc.

  • $527 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
9.15K
+ 8.98%
$94.31 - $157.99 $862K - $1.44M
111K $17.5M
MSFT
Microsoft Corp

Technology
970
+ 2.83%
$354.56 - $497.45 $344K - $483K
35.2K $17.5M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
16.8K
+ 2.09%
$71.28 - $83.74 $1.2M - $1.41M
820K $68.7M
FTLS
First Tr Long/Short Equity ETF

ETFs
41.3K
New
$60.06 - $66.28 $2.48M - $2.73M
41.3K $2.73M
AVGO
Broadcom Inc.

Technology
1.75K
+ 11.74%
$146.29 - $275.65 $256K - $482K
16.6K $4.59M
AMZN
Amazon Com Inc

Consumer Cyclical
4.32K
+ 11.1%
$167.32 - $223.3 $723K - $966K
43.3K $9.5M
GOOGL
Alphabet Inc.

Communication Services
7.82K
+ 28.49%
$144.7 - $178.6 $1.13M - $1.4M
35.3K $6.21M
TSLA
Tesla, Inc.

Consumer Cyclical
1.44K
+ 9.1%
$221.86 - $362.89 $319K - $521K
17.2K $5.47M
BAC
Bank Of America Corp

Financial Services
23.6K
+ 60.6%
$34.39 - $47.46 $811K - $1.12M
62.5K $2.96M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
4.75K
+ 2.18%
$72.32 - $86.4 $343K - $410K
222K $19.2M
SCHW
Schwab Charles Corp

Financial Services
11.3K
+ 154.74%
$69.06 - $91.24 $781K - $1.03M
18.6K $1.7M
COF
Capital One Financial Corp

Financial Services
4.63K
+ 145.35%
$150.57 - $212.76 $696K - $984K
7.81K $1.66M
GM
General Motors CO

Consumer Cyclical
18.7K
New
$42.48 - $50.46 $793K - $942K
18.7K $919K
ICE
Intercontinental Exchange, Inc.

Financial Services
4.83K
+ 280.2%
$151.62 - $183.47 $732K - $885K
6.55K $1.2M
WTW
Willis Towers Watson PLC

Financial Services
2.95K
New
$295.96 - $337.43 $872K - $995K
2.95K $903K
MRK
Merck & Co., Inc.

Healthcare
12.4K
+ 150.94%
$73.47 - $87.12 $910K - $1.08M
20.6K $1.63M
AIG
American International Group, Inc.

Financial Services
10.4K
New
$77.56 - $87.72 $809K - $915K
10.4K $892K
COP
Conocophillips

Energy
10.5K
+ 180.39%
$82.66 - $106.1 $869K - $1.12M
16.3K $1.47M
VTI
Vanguard Total Stock Market Et

ETFs
1.34K
+ 8.73%
$243.75 - $303.93 $326K - $406K
16.6K $5.06M
VONG
Vanguard Russell 1000 Growth E

ETFs
945
+ 2.08%
$82.51 - $109.2 $78K - $103K
46.3K $5.06M
WFC
Wells Fargo & Company

Financial Services
8.38K
+ 45.76%
$60.98 - $80.12 $511K - $671K
26.7K $2.14M
HLMN
Hillman Solutions Corp.

Industrials
140K
+ 124.44%
$6.66 - $8.99 $932K - $1.26M
253K $1.8M
NDAQ
Nasdaq, Inc.

Financial Services
8.92K
New
$66.4 - $89.42 $592K - $797K
8.92K $797K
EFX
Equifax Inc

Industrials
3.06K
New
$205.5 - $280.54 $630K - $860K
3.06K $794K
CHTR
Charter Communications, Inc.

Communication Services
1.94K
New
$321.68 - $427.25 $623K - $827K
1.94K $791K
ABNB
Airbnb, Inc.

Consumer Cyclical
5.9K
New
$105.69 - $140.64 $624K - $830K
5.9K $781K
FCNCA
First Citizens Bancshares Inc

Financial Services
380
New
$1561.69 - $1966.55 $593K - $747K
380 $743K
ALLY
Ally Financial Inc.

Financial Services
18.8K
New
$30.09 - $38.95 $566K - $733K
18.8K $733K
STT
State Street Corp

Financial Services
6.9K
New
$75.33 - $106.34 $520K - $734K
6.9K $733K
XCEM
Columbia ETF Tr Ii

ETFs
19.3K
+ 127.98%
$26.68 - $34.18 $516K - $661K
34.5K $1.18M
NKE
Nike, Inc.

Consumer Cyclical
8.58K
+ 57.15%
$53.27 - $72.04 $457K - $618K
23.6K $1.68M
CNC
Centene Corp

Healthcare
13.3K
New
$53.4 - $64.29 $710K - $855K
13.3K $721K
DAL
Delta Air Lines, Inc.

Industrials
14.6K
New
$35.88 - $52.99 $522K - $772K
14.6K $716K
GOOG
Alphabet Inc.

Communication Services
904
+ 3.6%
$146.58 - $180.01 $133K - $163K
26K $4.62M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
20.7K
New
$32.56 - $35.71 $674K - $739K
20.7K $683K
OCC
Optical Cable Corp

Technology
216K
+ 187.75%
$2.54 - $3.28 $549K - $709K
331K $964K
MPC
Marathon Petroleum Corp

Energy
3.41K
+ 94.93%
$118.55 - $170.08 $404K - $580K
7K $1.16M
IVV
Ishares Core S&P 500 ETF

ETFs
481
+ 8.68%
$498.8 - $620.9 $240K - $299K
6.02K $3.74M
IQV
Iqvia Holdings Inc.

Healthcare
3.86K
New
$137.0 - $174.37 $529K - $673K
3.86K $608K
DE
Deere & CO

Industrials
1.02K
+ 59.08%
$412.99 - $531.48 $422K - $543K
2.75K $1.4M
THO
Thor Industries Inc

Consumer Cyclical
6.56K
New
$64.83 - $89.72 $425K - $588K
6.56K $582K
CBRE
Cbre Group, Inc.

Real Estate
4.03K
+ 246.42%
$113.94 - $140.12 $459K - $565K
5.66K $793K
GPN
Global Payments Inc

Industrials
6.99K
New
$67.47 - $99.6 $471K - $696K
6.99K $559K
WBD
Warner Bros. Discovery, Inc.

Communication Services
47.5K
+ 462.97%
$7.69 - $11.46 $365K - $544K
57.7K $661K
S
Sentinel One, Inc.

Technology
30K
+ 150.0%
$16.17 - $20.34 $485K - $610K
50K $914K
BK
Bank Of New York Mellon Corp

Financial Services
5.44K
+ 150.47%
$73.31 - $91.62 $399K - $498K
9.05K $824K
CRM
Salesforce, Inc.

Technology
1.8K
+ 27.89%
$236.26 - $291.15 $426K - $525K
8.26K $2.25M
ELV
Elevance Health, Inc.

Healthcare
1.44K
+ 171.57%
$372.27 - $452.69 $535K - $650K
2.27K $884K
CTVA
Corteva, Inc.

Basic Materials
6.23K
+ 165.57%
$55.52 - $74.53 $346K - $464K
9.99K $744K
Activity Summary
Buys All Purchases 215 New Holdings 55 Increased Positions 160 Sells All Sells 113 Reductions 113 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Legacy Financial Advisors, Inc. Portfolio

Follow Legacy Financial Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Legacy Financial Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email