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
UPS
United Parcel Service Inc

Industrials
2.18K
+ 24.63%
$122.65 - $138.35 $268K - $302K
11K $1.39M
T
At&T Inc.

Communication Services
7.17K
+ 31.37%
$21.22 - $23.88 $152K - $171K
30K $683K
BX
Blackstone Inc.

Financial Services
865
+ 61.87%
$148.45 - $199.05 $128K - $172K
2.26K $390K
MS
Morgan Stanley

Financial Services
379
+ 6.34%
$104.42 - $134.99 $39.6K - $51.2K
6.36K $799K
AXP
American Express CO

Financial Services
319
+ 11.54%
$267.35 - $305.57 $85.3K - $97.5K
3.08K $915K
CVX
Chevron Corp

Energy
1.34K
+ 11.05%
$141.15 - $162.53 $189K - $217K
13.4K $1.95M
ENB
Enbridge Inc

Energy
3.29K
+ 29.7%
$40.4 - $43.92 $133K - $144K
14.4K $609K
PM
Philip Morris International Inc.

Consumer Defensive
1.38K
+ 18.44%
$118.38 - $133.06 $163K - $183K
8.83K $1.06M
DOCU
Docusign, Inc.

Technology
29
+ 0.57%
$61.42 - $106.99 $1.78K - $3.1K
5.09K $457K
BSX
Boston Scientific Corp

Healthcare
1.34K
+ 33.77%
$83.62 - $91.5 $112K - $123K
5.32K $475K
HON
Honeywell International Inc

Industrials
316
+ 9.26%
$202.84 - $236.0 $64.1K - $74.6K
3.73K $842K
COF
Capital One Financial Corp

Financial Services
387
+ 17.4%
$145.19 - $192.01 $56.2K - $74.3K
2.61K $465K
BHP
Bhp Group LTD

Basic Materials
3.9K
+ 84.74%
$48.78 - $62.43 $190K - $243K
8.5K $415K
KE
Kimball Electronics, Inc.

Industrials
6.55K
+ 20.79%
$17.14 - $21.18 $112K - $139K
38.1K $712K
VTRS
Viatris Inc

Healthcare
10K
New
$11.32 - $13.37 $113K - $134K
10K $124K
KR
Kroger CO

Consumer Defensive
1.53K
+ 23.59%
$55.21 - $63.3 $84.7K - $97.1K
8.04K $491K
TJX
Tjx Companies Inc

Consumer Cyclical
644
+ 7.91%
$112.15 - $127.2 $72.2K - $81.9K
8.78K $1.06M
IBM
International Business Machines Corp

Technology
510
+ 7.35%
$204.9 - $238.04 $104K - $121K
7.45K $1.64M
HSBC
Hsbc Holdings PLC

Financial Services
539
+ 3.22%
$43.83 - $49.51 $23.6K - $26.7K
17.3K $854K
DE
Deere & CO

Industrials
207
+ 14.46%
$389.45 - $466.0 $80.6K - $96.5K
1.64K $694K
MO
Altria Group, Inc.

Consumer Defensive
1.7K
+ 32.02%
$49.06 - $57.74 $83.6K - $98.4K
7.03K $367K
DFIV
Dimensional ETF Tr

ETFs
4.72K
+ 16.56%
$34.86 - $37.97 $165K - $179K
33.3K $1.18M
ETN
Eaton Corp PLC

Industrials
258
+ 11.44%
$326.96 - $377.52 $84.4K - $97.4K
2.51K $833K
ADP
Automatic Data Processing Inc

Industrials
77
+ 2.07%
$280.08 - $307.97 $21.6K - $23.7K
3.8K $1.11M
DEO
Diageo PLC

Consumer Defensive
829
+ 39.31%
$118.0 - $139.88 $97.8K - $116K
2.94K $373K
D
Dominion Energy, Inc

Utilities
1.97K
+ 26.77%
$52.63 - $60.92 $103K - $120K
9.31K $501K
PID
Invesco Exchange Traded Fd Tr

ETFs
4.3K
+ 10.15%
N/A
46.7K $833K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
3.59K
+ 17.96%
$9.95 - $12.23 $35.7K - $43.9K
23.6K $276K
MCK
Mckesson Corp

Healthcare
62
+ 12.5%
$482.27 - $628.5 $29.9K - $39K
558 $318K
SQ
Block, Inc.

Technology
90
+ 2.47%
$65.06 - $98.92 $5.86K - $8.9K
3.73K $317K
USB
Us Bancorp \De\

Financial Services
97
+ 0.3%
$43.98 - $53.66 $4.27K - $5.21K
32.1K $1.54M
MCD
Mcdonalds Corp

Consumer Cyclical
468
+ 10.37%
$288.47 - $316.54 $135K - $148K
4.98K $1.44M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
840
+ 12.98%
$55.73 - $66.16 $46.8K - $55.6K
7.31K $440K
SEIC
Sei Investments CO

Financial Services
93
+ 2.04%
$69.36 - $86.58 $6.45K - $8.05K
4.65K $383K
MAR
Marriott International Inc

Consumer Cyclical
78
+ 5.06%
$246.06 - $292.59 $19.2K - $22.8K
1.62K $451K
SYK
Stryker Corp

Healthcare
187
+ 20.5%
$345.14 - $392.15 $64.5K - $73.3K
1.1K $395K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
240
+ 3.81%
$442.29 - $483.08 $106K - $116K
6.53K $2.96M
INTU
Intuit Inc

Technology
87
+ 7.22%
$602.01 - $706.25 $52.4K - $61.4K
1.29K $812K
PH
Parker Hannifin Corp

Industrials
89
+ 9.42%
$621.74 - $709.46 $55.3K - $63.1K
1.03K $657K
NVS
Novartis Ag

Healthcare
2.64K
+ 23.77%
$96.78 - $117.18 $255K - $309K
13.7K $1.34M
RHI
Robert Half International Inc.

Industrials
344
+ 3.09%
$65.55 - $76.8 $22.5K - $26.4K
11.5K $808K
CCJ
Cameco Corp

Energy
764
+ 17.32%
$48.64 - $61.14 $37.2K - $46.7K
5.17K $265K
OKE
Oneok Inc

Energy
310
+ 12.9%
$92.28 - $117.05 $28.6K - $36.3K
2.71K $272K
HBAN
Huntington Bancshares Inc

Financial Services
112
+ 0.34%
$14.18 - $18.2 $1.59K - $2.04K
33.1K $538K
PNFP
Pinnacle Financial Partners Inc

Financial Services
122
+ 5.32%
$92.95 - $129.87 $11.3K - $15.8K
2.41K $276K
PGR
Progressive Corp

Financial Services
496
+ 10.46%
$239.6 - $268.88 $119K - $133K
5.24K $1.26M
EOG
Eog Resources Inc

Energy
411
+ 11.27%
$118.22 - $136.54 $48.6K - $56.1K
4.06K $497K
COP
Conocophillips

Energy
858
+ 12.31%
$95.12 - $114.72 $81.6K - $98.4K
7.83K $776K
XEL
Xcel Energy Inc

Utilities
413
+ 7.84%
$62.16 - $72.92 $25.7K - $30.1K
5.68K $383K
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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