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
BTI
British American Tobacco P.L.C.

Consumer Defensive
1.13K
+ 9.81%
$34.25 - $37.94 $38.8K - $42.9K
12.7K $460K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
18
+ 3.86%
$1146.59 - $1270.6 $20.6K - $22.9K
484 $573K
ACN
Accenture PLC

Technology
124
+ 3.21%
$343.9 - $376.86 $42.6K - $46.7K
3.98K $1.4M
NSC
Norfolk Southern Corp

Industrials
234
+ 17.29%
$230.6 - $277.0 $54K - $64.8K
1.59K $372K
APD
Air Products & Chemicals, Inc.

Basic Materials
174
+ 8.6%
$285.5 - $335.62 $49.7K - $58.4K
2.2K $637K
PANW
Palo Alto Networks Inc

Technology
1.08K
+ 106.71%
$181.96 - $405.9 $197K - $439K
2.09K $381K
DLR
Digital Realty Trust, Inc.

Real Estate
74
+ 5.43%
$156.46 - $195.69 $11.6K - $14.5K
1.44K $254K
TRV
Travelers Companies, Inc.

Financial Services
101
+ 9.74%
$225.97 - $266.66 $22.8K - $26.9K
1.14K $274K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
592
+ 4.9%
$12.27 - $15.41 $7.26K - $9.12K
12.7K $183K
EQIX
Equinix Inc

Real Estate
11
+ 3.15%
$865.69 - $985.0 $9.52K - $10.8K
360 $339K
DOV
Dover Corp

Industrials
235
+ 6.12%
$184.72 - $206.51 $43.4K - $48.5K
4.08K $764K
C
Citigroup Inc

Financial Services
10
+ 0.29%
$61.31 - $72.5 $613 - $725
3.45K $242K
FFBC
First Financial Bancorp

Financial Services
72
+ 0.56%
$23.97 - $30.34 $1.73K - $2.18K
12.9K $346K
AFG
American Financial Group Inc

Financial Services
100
+ 2.48%
$126.81 - $149.08 $12.7K - $14.9K
4.13K $565K
ITW
Illinois Tool Works Inc

Industrials
108
+ 13.95%
$253.56 - $278.5 $27.4K - $30.1K
882 $223K
SRE
Sempra Energy

Utilities
126
+ 5.01%
$80.81 - $94.77 $10.2K - $11.9K
2.64K $231K
FDS
Factset Research Systems Inc

Financial Services
4
+ 0.47%
$449.69 - $495.72 $1.8K - $1.98K
850 $408K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
3
+ 0.27%
$229.83 - $258.46 $689 - $775
1.11K $273K
MNST
Monster Beverage Corp

Consumer Defensive
263
+ 1.84%
$49.24 - $56.38 $13K - $14.8K
14.5K $764K
VFC
V F Corp

Consumer Cyclical
1
+ 0.01%
$16.7 - $22.59 $16.7 - $22.6
11.8K $252K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
340
+ 1.32%
$44.2 - $49.46 $15K - $16.8K
26.2K $1.2M
RY
Royal Bank Of Canada

Financial Services
277
+ 7.01%
$119.72 - $128.02 $33.2K - $35.5K
4.23K $509K
MFG
Mizuho Financial Group Inc

Financial Services
1.71K
+ 14.27%
$4.05 - $5.26 $6.93K - $8.99K
13.7K $66K
SPGI
S&P Global Inc.

Financial Services
79
+ 6.4%
$480.36 - $529.17 $37.9K - $41.8K
1.31K $654K
SPG
Simon Property Group Inc

Real Estate
45
+ 1.81%
$167.23 - $183.84 $7.53K - $8.27K
2.53K $435K
WDAY
Workday, Inc.

Technology
6
+ 0.59%
$233.85 - $279.91 $1.4K - $1.68K
1.03K $264K
ASX
Ase Technology Holding Co., Ltd.

Technology
669
+ 3.54%
$9.49 - $10.74 $6.35K - $7.19K
19.6K $197K
AEM
Agnico Eagle Mines LTD

Basic Materials
302
+ 5.92%
$75.99 - $88.85 $22.9K - $26.8K
5.4K $422K
SWK
Stanley Black & Decker, Inc.

Industrials
1.54K
+ 41.25%
$79.07 - $109.36 $122K - $169K
5.29K $424K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
257
+ 5.39%
$74.71 - $79.24 $19.2K - $20.4K
5.03K $386K
ILMN
Illumina, Inc.

Healthcare
19
+ 0.82%
$128.99 - $155.15 $2.45K - $2.95K
2.34K $312K
XCEM
Columbia ETF Tr Ii

ETFs
1.31K
+ 13.26%
$29.6 - $32.67 $38.9K - $42.9K
11.2K $332K
AJG
Arthur J. Gallagher & Co.

Financial Services
21
+ 2.16%
$278.49 - $315.16 $5.85K - $6.62K
994 $282K
AEE
Ameren Corp

Utilities
41
+ 1.63%
$85.81 - $94.98 $3.52K - $3.89K
2.55K $227K
ROST
Ross Stores, Inc.

Consumer Cyclical
43
+ 2.8%
$138.59 - $156.61 $5.96K - $6.73K
1.58K $239K
MCO
Moodys Corp

Financial Services
13
+ 1.53%
$454.04 - $500.88 $5.9K - $6.51K
862 $408K
AAL
American Airlines Group Inc.

Industrials
470
+ 1.17%
N/A
40.6K $448K
LOW
Lowes Companies Inc

Consumer Cyclical
344
+ 10.46%
$244.52 - $284.07 $84.1K - $97.7K
3.63K $896K
HLN
Haleon PLC

Healthcare
2.72K
+ 13.03%
$9.23 - $10.71 $25.1K - $29.1K
23.6K $225K
ABC
Amerisourcebergen Corp

Healthcare
28
+ 1.09%
N/A
2.6K $481K
QCOM
Qualcomm Inc

Technology
633
+ 11.22%
$150.4 - $178.04 $95.2K - $113K
6.27K $963K
Blackrock Inc
48
+ 7.29%
N/A
706 $0
FLQH
Franklin Templeton Libertyq In

ETFs
71K
+ 11.79%
N/A
673K $0
Arista Networks Inc Com Shs
3.32K
New
N/A
3.32K $0
Lam Research Corp
4.56K
+ 956.6%
N/A
5.04K $0
Smurfit Westrock PLC Shs
235
+ 4.25%
N/A
5.76K $0
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
1.9K
+ 11.95%
$9.25 - $10.62 $17.6K - $20.2K
17.8K $172K
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
352
+ 2.84%
$21.02 - $21.57 $7.4K - $7.59K
12.8K $269K
Linde PLC Shs
2
+ 0.11%
N/A
1.85K $0
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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