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
URI
United Rentals, Inc.

Industrials
283
New
$627.41 - $814.1 $178K - $230K
283 $229K
PNFP
Pinnacle Financial Partners Inc

Financial Services
2.29K
New
$76.97 - $100.56 $176K - $230K
2.29K $224K
UBER
Uber Technologies, Inc

Technology
2.84K
+ 69.54%
$58.48 - $77.47 $166K - $220K
6.91K $519K
SNY
Sanofi

Healthcare
3.84K
New
$48.54 - $58.53 $186K - $225K
3.84K $221K
AEE
Ameren Corp

Utilities
2.51K
New
$70.45 - $87.46 $177K - $220K
2.51K $219K
CPB
Campbell Soup CO

Consumer Defensive
4.46K
New
$45.01 - $51.89 $201K - $231K
4.46K $218K
OKE
Oneok Inc

Energy
2.4K
New
$78.62 - $95.27 $189K - $229K
2.4K $218K
AMP
Ameriprise Financial Inc

Financial Services
464
New
$391.53 - $469.81 $182K - $218K
464 $217K
CARR
Carrier Global Corp

Industrials
2.69K
New
$61.9 - $80.88 $167K - $218K
2.69K $216K
MET
Metlife Inc

Financial Services
2.6K
New
$67.96 - $82.48 $177K - $215K
2.6K $214K
SRE
Sempra Energy

Utilities
2.51K
New
$74.97 - $84.04 $188K - $211K
2.51K $210K
SLV
I Shares Silver Trust

ETFs
7.41K
New
$24.33 - $29.38 $180K - $218K
7.41K $210K
ALC
Alcon Inc

Healthcare
2.1K
New
$88.07 - $100.79 $185K - $211K
2.1K $209K
QFIN
360 Digi Tech, Inc.

Financial Services
7K
New
$18.93 - $29.81 $133K - $209K
7K $208K
BKH
Black Hills Corp

Utilities
2.14K
+ 19.04%
$53.42 - $61.53 $114K - $132K
13.4K $818K
VUG
Vanguard Growth ETF

ETFs
539
New
$341.08 - $391.94 $184K - $211K
539 $206K
CAG
Conagra Brands Inc.

Consumer Defensive
6.33K
New
$28.13 - $32.83 $178K - $208K
6.33K $205K
DVA
Davita Inc.

Healthcare
1.25K
New
$133.98 - $165.19 $168K - $207K
1.25K $205K
ITW
Illinois Tool Works Inc

Industrials
774
New
$233.14 - $263.97 $180K - $204K
774 $202K
ADP
Automatic Data Processing Inc

Industrials
254
+ 7.32%
$233.44 - $279.45 $59.3K - $71K
3.73K $1.03M
EFV
Msci Eafe Value ETF

ETFs
3.52K
New
$51.72 - $57.96 $182K - $204K
3.52K $202K
PLTR
Palantir Technologies Inc.

Technology
102
+ 0.61%
$24.09 - $37.95 $2.46K - $3.87K
16.7K $621K
SNA
Snap On Inc

Industrials
25
+ 0.38%
$255.35 - $289.77 $6.38K - $7.24K
6.57K $1.9M
NEE
Nextera Energy Inc

Utilities
630
+ 6.24%
$69.9 - $84.97 $44K - $53.5K
10.7K $907K
NFLX
Netflix Inc

Communication Services
64
+ 1.53%
$598.55 - $722.26 $38.3K - $46.2K
4.26K $3.02M
AVGO
Broadcom Inc.

Technology
13.6K
+ 902.39%
$136.27 - $1745.86 $1.85M - $23.7M
15.1K $2.61M
PM
Philip Morris International Inc.

Consumer Defensive
363
+ 5.12%
$101.25 - $127.45 $36.8K - $46.3K
7.46K $905K
MSM
Msc Industrial Direct CO Inc

Industrials
1.45K
+ 16.21%
$75.8 - $89.13 $110K - $129K
10.4K $891K
ENB
Enbridge Inc

Energy
3.59K
+ 48.08%
$35.27 - $41.18 $127K - $148K
11.1K $449K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
864
+ 3.46%
$39.15 - $46.02 $33.8K - $39.8K
25.8K $1.18M
RTX
Raytheon Technologies Corp

Industrials
199
+ 2.65%
$99.55 - $123.34 $19.8K - $24.5K
7.7K $932K
PH
Parker Hannifin Corp

Industrials
109
+ 13.04%
$501.01 - $635.92 $54.6K - $69.3K
945 $597K
TMO
Thermo Fisher Scientific Inc.

Healthcare
54
+ 2.55%
$531.86 - $624.21 $28.7K - $33.7K
2.17K $1.34M
CTAS
Cintas Corp

Industrials
5.99K
+ 278.4%
$201.38 - $819.83 $1.21M - $4.91M
8.15K $1.68M
DFIV
Dimensional ETF Tr

ETFs
2.86K
+ 11.13%
$34.66 - $38.38 $99K - $110K
28.5K $1.09M
SHOP
Shopify Inc.

Technology
163
+ 1.58%
$52.26 - $80.75 $8.52K - $13.2K
10.5K $837K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
10.7K
New
$13.31 - $15.65 $143K - $168K
10.7K $154K
ISRG
Intuitive Surgical Inc

Healthcare
112
+ 5.67%
$416.14 - $494.01 $46.6K - $55.3K
2.09K $1.03M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
3.22K
+ 10.36%
$29.28 - $32.18 $94.3K - $104K
34.3K $1.09M
DISV
Dimensional ETF Tr Dimensional

ETFs
2.46K
+ 7.56%
$26.06 - $29.18 $64K - $71.7K
34.9K $1.02M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
238
+ 7.29%
$72.18 - $107.33 $17.2K - $25.5K
3.5K $371K
CAT
Caterpillar Inc

Industrials
50
+ 2.52%
$316.8 - $391.12 $15.8K - $19.6K
2.03K $795K
AXP
American Express CO

Financial Services
111
+ 4.18%
$225.92 - $271.17 $25.1K - $30.1K
2.77K $749K
ABT
Abbott Laboratories

Healthcare
569
+ 8.23%
$100.07 - $118.13 $56.9K - $67.2K
7.49K $853K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
2.13K
+ 18.35%
$37.61 - $41.72 $80K - $88.7K
13.7K $572K
DE
Deere & CO

Industrials
194
+ 15.67%
$344.84 - $418.0 $66.9K - $81.1K
1.43K $597K
NOW
Service Now, Inc.

Technology
50
+ 6.07%
$730.87 - $937.36 $36.5K - $46.9K
874 $781K
ALL
Allstate Corp

Financial Services
76
+ 1.95%
$158.43 - $192.86 $12K - $14.7K
3.97K $753K
SHW
Sherwin Williams CO

Basic Materials
86
+ 7.21%
$294.65 - $384.0 $25.3K - $33K
1.28K $487K
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
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