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
CTVA
Corteva, Inc.

Basic Materials
160
+ 4.44%
$55.94 - $66.15 $8.95K - $10.6K
3.76K $236K
PANW
Palo Alto Networks Inc

Technology
318
+ 15.19%
$167.82 - $208.28 $53.4K - $66.2K
2.41K $411K
FISV
Fiserv Inc

Technology
237
+ 11.85%
N/A
2.24K $280K
TDG
Trans Digm Group Inc

Industrials
6
+ 3.39%
$1251.32 - $1394.11 $7.51K - $8.36K
183 $253K
MPC
Marathon Petroleum Corp

Energy
38
+ 1.07%
$134.72 - $159.03 $5.12K - $6.04K
3.59K $523K
NSC
Norfolk Southern Corp

Industrials
97
+ 6.11%
$227.69 - $259.76 $22.1K - $25.2K
1.68K $398K
WMB
Williams Companies, Inc.

Energy
31
+ 0.77%
$54.02 - $61.09 $1.67K - $1.89K
4.06K $242K
ITW
Illinois Tool Works Inc

Industrials
118
+ 13.38%
$244.9 - $274.48 $28.9K - $32.4K
1K $248K
MFG
Mizuho Financial Group Inc

Financial Services
2.73K
+ 19.94%
$4.83 - $6.04 $13.2K - $16.5K
16.4K $90K
CL
Colgate Palmolive CO

Consumer Defensive
179
+ 7.32%
$85.68 - $97.5 $15.3K - $17.5K
2.63K $246K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
164
+ 1.2%
$38.89 - $41.6 $6.38K - $6.82K
13.9K $562K
PEP
Pepsico Inc

Consumer Defensive
262
+ 3.28%
$142.64 - $156.42 $37.4K - $41K
8.25K $1.24M
DGX
Quest Diagnostics Inc

Healthcare
153
+ 3.4%
N/A
4.65K $637K
AFL
Aflac Inc

Financial Services
3
+ 0.14%
$100.99 - $111.19 $303 - $334
2.17K $241K
TJX
Tjx Companies Inc

Consumer Cyclical
62
+ 0.71%
$112.81 - $126.16 $6.99K - $7.82K
8.84K $1.08M
SHW
Sherwin Williams CO

Basic Materials
15
+ 1.26%
$330.16 - $365.55 $4.95K - $5.48K
1.21K $422K
TMO
Thermo Fisher Scientific Inc.

Healthcare
127
+ 5.97%
$497.6 - $606.74 $63.2K - $77.1K
2.26K $1.12M
TTE
Total Energies Se

Energy
148
+ 1.19%
N/A
12.5K $860K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
137
+ 12.36%
$221.78 - $273.45 $30.4K - $37.5K
1.25K $283K
PEG
Public Service Enterprise Group Inc

Utilities
209
+ 5.46%
$78.2 - $90.39 $16.3K - $18.9K
4.04K $332K
AMCR
Amcor PLC

Consumer Cyclical
242
+ 1.09%
$9.33 - $10.39 $2.26K - $2.51K
22.5K $218K
NEE
Nextera Energy Inc

Utilities
173
+ 1.55%
$66.96 - $76.16 $11.6K - $13.2K
11.4K $805K
MSI
Motorola Solutions, Inc.

Technology
161
+ 5.87%
$411.73 - $482.1 $66.3K - $77.6K
2.91K $1.27M
Natixis Gateway Quality Income ETF
5.25K
+ 1.62%
N/A
330K $0
Barrick Gold Corp F
13.3K
New
N/A
13.3K $0
Brookfield Corp Cl A LTD Vt Sh
154
+ 1.65%
N/A
9.46K $0
XC
Wisdomtree Tr Emerging Mkts Ex
21.8K
+ 3.53%
N/A
641K $0
FLQH
Franklin Templeton Libertyq In

ETFs
186K
+ 27.68%
N/A
860K $0
Lam Research Corp
1.28K
+ 25.32%
N/A
6.32K $0
Linde PLC Shs
99
+ 5.34%
N/A
1.95K $0
Pimco Multisector Bond Active Exchange Traded Fund
68.5K
+ 14.16%
N/A
552K $0
DFSB
Dimensional ETF Tr Dimensional
4.27K
New
N/A
4.27K $0
Ge Vernova Inc Com
51
+ 2.48%
N/A
2.11K $0
Columbia International Equity Income ETF
18
+ 0.24%
N/A
7.54K $0
Canadian Pacific Kansas City Com
109
+ 3.81%
N/A
2.97K $0
Gsk PLC Sponsored Adr
7.07K
New
N/A
7.07K $0
CMCSA
Comcast Corp

Communication Services
702
+ 1.57%
$33.19 - $38.23 $23.3K - $26.8K
45.5K $1.68M
CROX
Crocs, Inc.

Consumer Cyclical
6
+ 0.29%
$88.83 - $112.59 $533 - $676
2.1K $222K
CMI
Cummins Inc

Industrials
49
+ 7.81%
$312.92 - $386.07 $15.3K - $18.9K
676 $211K
ADM
Archer Daniels Midland CO

Consumer Defensive
104
+ 1.81%
$45.22 - $52.17 $4.7K - $5.43K
5.84K $280K
SWK
Stanley Black & Decker, Inc.

Industrials
101
+ 1.91%
$76.43 - $90.41 $7.72K - $9.13K
5.39K $414K
BKNG
Booking Holdings Inc.

Consumer Cyclical
6
+ 5.41%
$4295.4 - $5141.88 $25.8K - $30.9K
117 $539K
DLR
Digital Realty Trust, Inc.

Real Estate
232
+ 16.14%
$142.1 - $183.56 $33K - $42.6K
1.67K $239K
WDAY
Workday, Inc.

Technology
32
+ 3.12%
$233.53 - $277.82 $7.47K - $8.89K
1.06K $247K
MTB
M&T Bank Corp

Financial Services
36
+ 1.37%
$170.47 - $201.98 $6.14K - $7.27K
2.66K $476K
ASX
Ase Technology Holding Co., Ltd.

Technology
1.04K
+ 5.32%
$8.76 - $11.36 $9.13K - $11.8K
20.6K $180K
PH
Parker Hannifin Corp

Industrials
19
+ 1.84%
$591.65 - $707.05 $11.2K - $13.4K
1.05K $640K
FDS
Factset Research Systems Inc

Financial Services
10
+ 1.18%
$427.5 - $476.51 $4.28K - $4.77K
860 $390K
SNPS
Synopsys Inc

Technology
74
+ 8.05%
$428.58 - $551.54 $31.7K - $40.8K
993 $425K
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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