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
BSX
Boston Scientific Corp

Healthcare
256
+ 4.81%
$89.38 - $106.18 $22.9K - $27.2K
5.58K $562K
O
Realty Income Corp

Real Estate
361
+ 2.51%
$51.67 - $58.49 $18.7K - $21.1K
14.7K $853K
CI
Cigna Corp

Healthcare
39
+ 2.87%
$274.49 - $329.0 $10.7K - $12.8K
1.4K $460K
SO
Southern CO

Utilities
394
+ 7.83%
$80.96 - $92.96 $31.9K - $36.6K
5.43K $498K
ELV
Elevance Health, Inc.

Healthcare
76
+ 9.99%
$365.9 - $436.25 $27.8K - $33.2K
837 $364K
AMT
American Tower Corp

Real Estate
195
+ 16.4%
$173.46 - $217.6 $33.8K - $42.4K
1.38K $301K
SCHW
Schwab Charles Corp

Financial Services
673
+ 10.14%
$71.24 - $83.64 $47.9K - $56.3K
7.31K $572K
ADP
Automatic Data Processing Inc

Industrials
100
+ 2.63%
$286.85 - $318.64 $28.7K - $31.9K
3.9K $1.19M
NVO
Novo Nordisk A S

Healthcare
4.4K
+ 32.25%
$69.3 - $90.95 $305K - $400K
18K $1.25M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
26
+ 1.12%
$208.48 - $244.03 $5.42K - $6.34K
2.34K $571K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
330
+ 9.58%
$74.5 - $92.3 $24.6K - $30.5K
3.77K $344K
PLD
Prologis, Inc.

Real Estate
433
+ 10.83%
$103.59 - $124.04 $44.9K - $53.7K
4.43K $495K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
3.9K
+ 30.75%
$14.13 - $16.72 $55.1K - $65.2K
16.6K $256K
APD
Air Products & Chemicals, Inc.

Basic Materials
209
+ 9.51%
$283.24 - $338.07 $59.2K - $70.7K
2.41K $709K
WM
Waste Management Inc

Industrials
105
+ 6.66%
$200.54 - $233.78 $21.1K - $24.5K
1.68K $389K
MDLZ
Mondelez International, Inc.

Consumer Defensive
342
+ 5.86%
$56.12 - $68.15 $19.2K - $23.3K
6.18K $418K
CNP
Centerpoint Energy Inc

Utilities
183
+ 1.32%
$30.87 - $36.25 $5.65K - $6.63K
14.1K $510K
EXPD
Expeditors International Of Washington Inc

Industrials
324
+ 10.32%
$109.09 - $126.48 $35.3K - $41K
3.46K $416K
NOK
Nokia Corp

Technology
12.9K
New
$4.43 - $5.42 $57K - $69.7K
12.9K $67K
GD
General Dynamics Corp

Industrials
94
+ 2.12%
$241.94 - $272.58 $22.7K - $25.6K
4.52K $1.23M
COST
Costco Wholesale Corp

Consumer Defensive
16
+ 0.93%
$890.62 - $1076.86 $14.2K - $17.2K
1.73K $1.64M
MO
Altria Group, Inc.

Consumer Defensive
156
+ 2.22%
$50.81 - $60.02 $7.93K - $9.36K
7.18K $431K
AZO
Autozone Inc

Consumer Cyclical
5
+ 7.25%
$3193.96 - $3828.11 $16K - $19.1K
74 $282K
ALL
Allstate Corp

Financial Services
27
+ 0.69%
$180.99 - $210.18 $4.89K - $5.67K
3.95K $818K
RELX
Relx PLC

Communication Services
468
+ 6.23%
$45.34 - $51.91 $21.2K - $24.3K
7.98K $402K
UBS
Ubs Group Ag

Financial Services
1.88K
+ 17.68%
$30.28 - $35.78 $56.8K - $67.2K
12.5K $382K
MU
Micron Technology Inc

Technology
619
+ 23.61%
$86.89 - $109.38 $53.8K - $67.7K
3.24K $281K
CCI
Crown Castle International Corp

Real Estate
247
+ 9.79%
$84.33 - $106.39 $20.8K - $26.3K
2.77K $288K
PFE
Pfizer Inc

Healthcare
4.26K
+ 10.53%
$25.01 - $27.13 $107K - $116K
44.7K $1.13M
KR
Kroger CO

Consumer Defensive
99
+ 1.23%
$58.36 - $67.72 $5.78K - $6.7K
8.14K $550K
MCO
Moodys Corp

Financial Services
140
+ 16.24%
$437.8 - $527.48 $61.3K - $73.8K
1K $466K
GS
Goldman Sachs Group Inc

Financial Services
182
+ 11.44%
$524.81 - $672.19 $95.5K - $122K
1.77K $968K
AON
Aon PLC

Financial Services
45
+ 4.89%
$348.44 - $409.32 $15.7K - $18.4K
966 $385K
HII
Huntington Ingalls Industries, Inc.

Industrials
100
+ 4.32%
$159.75 - $208.61 $16K - $20.9K
2.42K $492K
UL
Unilever PLC

Consumer Defensive
124
+ 0.77%
$54.72 - $60.29 $6.79K - $7.48K
16.3K $971K
SYK
Stryker Corp

Healthcare
100
+ 9.1%
$355.18 - $399.9 $35.5K - $40K
1.2K $446K
XEL
Xcel Energy Inc

Utilities
442
+ 7.78%
$63.37 - $72.1 $28K - $31.9K
6.12K $433K
D
Dominion Energy, Inc

Utilities
514
+ 5.52%
$52.85 - $57.43 $27.2K - $29.5K
9.82K $550K
ADSK
Autodesk, Inc.

Technology
177
+ 4.84%
N/A
3.83K $942K
BDX
Becton Dickinson & CO

Healthcare
182
+ 19.16%
$222.79 - $249.08 $40.5K - $45.3K
1.13K $259K
ICE
Intercontinental Exchange, Inc.

Financial Services
4
+ 0.23%
$142.8 - $176.36 $571 - $705
1.72K $297K
HLN
Haleon PLC

Healthcare
2.32K
+ 9.82%
$9.02 - $10.67 $20.9K - $24.7K
25.9K $266K
NOC
Northrop Grumman Corp

Industrials
21
+ 3.07%
$433.45 - $513.82 $9.1K - $10.8K
705 $360K
ADI
Analog Devices Inc

Technology
392
+ 10.25%
$201.56 - $243.82 $79K - $95.6K
4.22K $850K
F
Ford Motor CO

Consumer Cyclical
3.08K
+ 6.47%
$9.12 - $10.43 $28.1K - $32.1K
50.7K $508K
EOG
Eog Resources Inc

Energy
104
+ 2.56%
$120.54 - $138.05 $12.5K - $14.4K
4.16K $533K
AEE
Ameren Corp

Utilities
64
+ 2.51%
$86.87 - $103.67 $5.56K - $6.63K
2.62K $262K
TRV
Travelers Companies, Inc.

Financial Services
25
+ 2.2%
$232.43 - $265.13 $5.81K - $6.63K
1.16K $307K
ECL
Ecolab Inc.

Basic Materials
43
+ 3.82%
$229.72 - $269.82 $9.88K - $11.6K
1.17K $296K
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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