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
NTES
Net Ease, Inc.

Communication Services
2.1K
New
$87.72 - $109.14 $184K - $229K
2.1K $216K
BKR
Baker Hughes CO

Energy
4.91K
New
$41.16 - $48.85 $202K - $240K
4.91K $215K
CNI
Canadian National Railway CO

Industrials
2.19K
New
$95.46 - $106.79 $209K - $234K
2.19K $213K
CBRE
Cbre Group, Inc.

Real Estate
1.64K
New
$121.79 - $147.13 $199K - $241K
1.64K $213K
TD
Toronto Dominion Bank

Financial Services
3.5K
New
$53.12 - $61.15 $186K - $214K
3.5K $209K
RSG
Republic Services, Inc.

Industrials
848
New
$200.09 - $242.16 $170K - $205K
848 $205K
KSS
Kohls Corp

Consumer Cyclical
25K
New
$8.06 - $14.12 $202K - $353K
25K $204K
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.64K
New
$106.31 - $123.73 $174K - $202K
1.64K $202K
DISV
Dimensional ETF Tr Dimensional

ETFs
3.61K
+ 10.75%
$26.09 - $30.21 $94.2K - $109K
37.2K $1.08M
TXN
Texas Instruments Inc

Technology
976
+ 10.5%
N/A
10.3K $2M
WFC
Wells Fargo & Company

Financial Services
2.2K
+ 13.69%
$66.78 - $81.42 $147K - $179K
18.3K $1.31M
UNP
Union Pacific Corp

Industrials
527
+ 7.4%
$225.21 - $254.42 $119K - $134K
7.65K $1.81M
MDT
Medtronic PLC

Healthcare
489
+ 3.68%
$79.84 - $94.5 $39K - $46.2K
13.8K $1.24M
ASML
Asml Holding Nv

Technology
309
+ 26.08%
$662.63 - $776.99 $205K - $240K
1.49K $989K
INTC
Intel Corp

Technology
3.08K
+ 8.41%
$19.1 - $27.39 $58.8K - $84.3K
39.7K $900K
RTX
Raytheon Technologies Corp

Industrials
221
+ 2.79%
$114.1 - $135.66 $25.2K - $30K
8.14K $1.08M
HES
Hess Corp

Energy
61
+ 1.08%
$135.42 - $160.52 $8.26K - $9.79K
5.72K $913K
ENB
Enbridge Inc

Energy
3.03K
+ 21.13%
$41.54 - $45.45 $126K - $138K
17.4K $770K
BCS
Barclays PLC

Financial Services
10.2K
New
$12.69 - $16.25 $129K - $165K
10.2K $156K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
23
+ 4.75%
$1187.71 - $1432.58 $27.3K - $32.9K
507 $726K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
2.52K
+ 9.44%
$65.27 - $71.18 $165K - $179K
29.2K $1.94M
SBUX
Starbucks Corp

Consumer Cyclical
678
+ 5.8%
$91.75 - $115.81 $62.2K - $78.5K
12.4K $1.21M
BP
Bp PLC

Energy
1.54K
+ 6.99%
$29.93 - $35.31 $46K - $54.3K
23.5K $795K
UNH
Unitedhealth Group Inc

Healthcare
79
+ 1.41%
$461.52 - $548.18 $36.5K - $43.3K
5.68K $2.97M
ING
Ing Groep Nv

Financial Services
2.3K
+ 10.12%
$15.51 - $20.74 $35.6K - $47.6K
25K $489K
TMUS
T Mobile Us, Inc.

Communication Services
101
+ 4.46%
$211.3 - $272.83 $21.3K - $27.6K
2.37K $630K
BTI
British American Tobacco P.L.C.

Consumer Defensive
1.57K
+ 12.38%
$35.35 - $42.74 $55.5K - $67.1K
14.2K $589K
YUM
Yum Brands Inc

Consumer Cyclical
240
+ 6.12%
$123.25 - $162.53 $29.6K - $39K
4.16K $655K
SAP
Sap Se

Technology
221
+ 7.56%
$241.4 - $293.69 $53.3K - $64.9K
3.15K $844K
C
Citigroup Inc

Financial Services
1.7K
+ 49.26%
$67.23 - $84.63 $114K - $144K
5.15K $365K
CSCO
Cisco Systems, Inc.

Technology
428
+ 1.13%
$58.74 - $64.87 $25.1K - $27.8K
38.3K $2.36M
DE
Deere & CO

Industrials
91
+ 5.55%
$408.57 - $509.27 $37.2K - $46.3K
1.73K $811K
AJG
Arthur J. Gallagher & Co.

Financial Services
160
+ 16.1%
$275.89 - $345.24 $44.1K - $55.2K
1.15K $398K
GILD
Gilead Sciences, Inc.

Healthcare
465
+ 14.54%
$89.14 - $117.41 $41.5K - $54.6K
3.66K $410K
XCEM
Columbia ETF Tr Ii

ETFs
3.89K
+ 34.7%
$29.18 - $30.72 $114K - $120K
15.1K $446K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
264
+ 36.26%
$634.14 - $744.83 $167K - $197K
992 $629K
WBD
Warner Bros. Discovery, Inc.

Communication Services
10.3K
New
$9.47 - $11.46 $97.1K - $117K
10.3K $109K
DUK
Duke Energy Corp

Utilities
188
+ 3.19%
$105.87 - $121.97 $19.9K - $22.9K
6.08K $741K
BMY
Bristol Myers Squibb CO

Healthcare
813
+ 6.47%
$53.9 - $63.11 $43.8K - $51.3K
13.4K $816K
COF
Capital One Financial Corp

Financial Services
571
+ 21.87%
$163.87 - $209.82 $93.6K - $120K
3.18K $570K
DFAT
Dimensional ETF Tr U S Target

ETFs
2.44K
+ 46.74%
$50.44 - $58.1 $123K - $142K
7.65K $394K
WELL
Welltower Inc.

Real Estate
180
+ 6.46%
$124.05 - $156.86 $22.3K - $28.2K
2.97K $454K
KLAC
Kla Corp

Technology
110
+ 20.07%
$636.62 - $777.63 $70K - $85.5K
658 $447K
MNST
Monster Beverage Corp

Consumer Defensive
269
+ 1.85%
$46.16 - $58.58 $12.4K - $15.8K
14.8K $866K
CB
Chubb LTD

Financial Services
110
+ 4.2%
$257.71 - $301.99 $28.3K - $33.2K
2.73K $823K
ADBE
Adobe Inc.

Technology
500
+ 32.96%
$377.84 - $464.11 $189K - $232K
2.02K $773K
META
Meta Platforms, Inc.

Communication Services
412
+ 3.79%
$576.36 - $736.67 $237K - $304K
11.3K $6.5M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
3.28K
+ 13.92%
$11.66 - $14.98 $38.3K - $49.2K
26.9K $366K
ITUB
Itau Unibanco Holding S.A.

Financial Services
16.2K
New
$4.87 - $6.28 $78.7K - $102K
16.2K $88K
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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