Legacy Financial Advisors, Inc. Incresed Positions in Q1 2025

Legacy Financial Advisors, Inc.

  • $498 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JNJ
Johnson & Johnson

Healthcare
2.35K
+ 14.74%
$142.06 - $167.7 $334K - $394K
18.3K $3.03M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
18.9K
+ 2.41%
$78.0 - $84.37 $1.47M - $1.59M
804K $64.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
248
+ 3.8%
$442.66 - $534.52 $110K - $133K
6.78K $3.61M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
3.25K
+ 97.39%
$80.53 - $147.57 $262K - $480K
6.59K $871K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
11.1K
+ 3.76%
$49.69 - $50.76 $549K - $561K
305K $15.2M
V
Visa Inc.

Financial Services
109
+ 0.81%
$306.92 - $362.71 $33.5K - $39.5K
13.6K $4.76M
XOM
Exxon Mobil Corp

Energy
1.42K
+ 5.12%
$105.44 - $118.93 $150K - $169K
29.1K $3.46M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
534
+ 20.92%
$402.49 - $513.76 $215K - $274K
3.09K $1.5M
DFIV
Dimensional ETF Tr

ETFs
7.54K
+ 22.66%
$35.33 - $40.77 $266K - $307K
40.8K $1.61M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
8.1K
+ 24.55%
$50.39 - $50.66 $408K - $410K
41.1K $2.08M
CVX
Chevron Corp

Energy
646
+ 4.81%
$146.71 - $167.97 $94.8K - $109K
14.1K $2.36M
AZN
Astrazeneca PLC

Healthcare
4.66K
+ 65.93%
$65.37 - $77.96 $305K - $364K
11.7K $862K
ABBV
Abb Vie Inc.

Healthcare
470
+ 5.0%
$169.2 - $216.66 $79.5K - $102K
9.88K $2.07M
PLTR
Palantir Technologies Inc.

Technology
2.72K
+ 14.92%
$64.98 - $124.62 $176K - $338K
20.9K $1.76M
VTI
Vanguard Total Stock Market Et

ETFs
2.13K
+ 16.17%
$271.18 - $303.12 $577K - $645K
15.3K $4.2M
IBM
International Business Machines Corp

Technology
543
+ 7.29%
$217.4 - $264.74 $118K - $144K
7.99K $1.99M
T
At&T Inc.

Communication Services
5.33K
+ 17.75%
$21.56 - $28.28 $115K - $151K
35.4K $1M
ABT
Abbott Laboratories

Healthcare
794
+ 8.32%
$111.1 - $140.22 $88.2K - $111K
10.3K $1.37M
SHEL
Shell PLC

Energy
2.01K
+ 15.3%
$62.84 - $73.29 $126K - $147K
15.1K $1.11M
GE
General Electric CO

Industrials
283
+ 4.16%
$168.59 - $212.13 $47.7K - $60K
7.09K $1.42M
VEA
Vanguard Ftse Developed Market

ETFs
2.14K
+ 3.75%
$47.4 - $52.99 $102K - $114K
59.2K $3.01M
VZ
Verizon Communications Inc

Communication Services
1.17K
+ 3.06%
$37.81 - $46.49 $44.1K - $54.2K
39.2K $1.78M
QCOM
Qualcomm Inc

Technology
1.68K
+ 26.7%
$151.94 - $175.86 $254K - $295K
7.95K $1.22M
MCD
Mcdonalds Corp

Consumer Cyclical
453
+ 9.1%
$279.74 - $321.29 $127K - $146K
5.43K $1.7M
PG
Procter & Gamble CO

Consumer Defensive
131
+ 0.16%
$158.56 - $176.26 $20.8K - $23.1K
80K $13.6M
LLY
Eli Lilly & CO

Healthcare
81
+ 2.74%
$725.72 - $929.72 $58.8K - $75.3K
3.04K $2.51M
MMM
3 M CO

Industrials
402
+ 4.34%
$129.7 - $155.12 $52.1K - $62.4K
9.66K $1.42M
GLD
Spdr Gold Trust

ETFs
361
+ 14.03%
$243.19 - $288.14 $87.8K - $104K
2.93K $845K
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
5.45K
+ 15.42%
$28.25 - $31.5 $154K - $172K
40.8K $1.22M
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
NFLX
Netflix Inc

Communication Services
15
+ 0.36%
$828.4 - $1058.6 $12.4K - $15.9K
4.17K $3.89M
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
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
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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