Legacy Financial Advisors, Inc. Incresed Positions in Q4 2024

Legacy Financial Advisors, Inc.

  • $513 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
1.18K
+ 7.25%
$213.65 - $479.86 $253K - $568K
17.5K $7.07M
AAPL
Apple Inc.

Technology
1.13K
+ 1.43%
$221.69 - $259.02 $251K - $293K
80.2K $20.1M
AMZN
Amazon Com Inc

Consumer Cyclical
686
+ 1.84%
$180.88 - $232.93 $124K - $160K
37.9K $8.31M
JPM
Jpmorgan Chase & CO

Financial Services
55
+ 0.14%
$205.18 - $250.29 $11.3K - $13.8K
38.2K $9.15M
AVGO
Broadcom Inc.

Technology
465
+ 3.08%
$159.67 - $250.0 $74.2K - $116K
15.6K $3.61M
GOOGL
Alphabet Inc.

Communication Services
720
+ 2.67%
$161.86 - $196.66 $117K - $142K
27.7K $5.25M
PLTR
Palantir Technologies Inc.

Technology
1.48K
+ 8.84%
$36.46 - $82.38 $53.9K - $122K
18.2K $1.38M
GOOG
Alphabet Inc.

Communication Services
792
+ 3.18%
$163.08 - $198.16 $129K - $157K
25.7K $4.89M
BA
Boeing CO

Industrials
2.51K
+ 29.72%
$138.14 - $180.72 $347K - $454K
11K $1.94M
V
Visa Inc.

Financial Services
287
+ 2.18%
$273.87 - $320.91 $78.6K - $92.1K
13.5K $4.26M
NKE
Nike, Inc.

Consumer Cyclical
7.19K
+ 101.42%
$73.36 - $89.13 $527K - $641K
14.3K $1.08M
CRM
Salesforce, Inc.

Technology
188
+ 2.95%
$270.87 - $367.87 $50.9K - $69.2K
6.56K $2.19M
VEA
Vanguard Ftse Developed Market

ETFs
13.5K
+ 31.09%
$47.57 - $52.44 $644K - $710K
57.1K $2.73M
WFC
Wells Fargo & Company

Financial Services
3.4K
+ 26.75%
$54.98 - $77.35 $187K - $263K
16.1K $1.13M
CME
Cme Group Inc.

Financial Services
1.34K
+ 25.41%
$221.17 - $246.02 $296K - $329K
6.6K $1.53M
SHOP
Shopify Inc.

Technology
749
+ 7.17%
$78.14 - $119.49 $58.5K - $89.5K
11.2K $1.19M
SPY
Spdr S&P 500 ETF Trust

ETFs
546
+ 24.02%
$567.81 - $607.81 $310K - $332K
2.82K $1.65M
WMT
Walmart Inc.

Consumer Defensive
1.19K
+ 4.75%
$79.1 - $95.7 $94.2K - $114K
26.3K $2.37M
SONY
Sony Group Corp

Technology
38.3K
+ 622.04%
$17.53 - $96.8 $671K - $3.71M
44.4K $940K
DIS
Walt Disney CO

Communication Services
941
+ 7.78%
$92.39 - $117.6 $86.9K - $111K
13K $1.45M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
4.16K
+ 18.47%
$65.67 - $69.79 $273K - $291K
26.7K $1.79M
CSCO
Cisco Systems, Inc.

Technology
796
+ 2.15%
$52.45 - $60.02 $41.8K - $47.8K
37.8K $2.24M
NOW
Service Now, Inc.

Technology
106
+ 12.13%
$867.18 - $1148.42 $91.9K - $122K
980 $1.04M
TM
Toyota Motor Corp

Consumer Cyclical
882
+ 20.63%
$169.2 - $199.52 $149K - $176K
5.16K $1M
BAC
Bank Of America Corp

Financial Services
1.77K
+ 4.7%
$39.22 - $47.77 $69.2K - $84.3K
39.3K $1.73M
SAP
Sap Se

Technology
769
+ 35.68%
$218.13 - $255.54 $168K - $197K
2.92K $719K
ABT
Abbott Laboratories

Healthcare
2.06K
+ 27.49%
$111.93 - $119.39 $230K - $246K
9.54K $1.08M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
10.7K
+ 3.77%
$50.02 - $51.24 $534K - $547K
294K $14.7M
SCHW
Schwab Charles Corp

Financial Services
2.28K
+ 52.35%
$63.31 - $82.85 $144K - $189K
6.64K $491K
PNC
Pnc Financial Services Group, Inc.

Financial Services
444
+ 2.92%
$178.39 - $215.0 $79.2K - $95.5K
15.6K $3.02M
BMY
Bristol Myers Squibb CO

Healthcare
2.51K
+ 24.97%
$51.92 - $59.94 $130K - $151K
12.6K $710K
GS
Goldman Sachs Group Inc

Financial Services
133
+ 9.12%
$486.1 - $608.57 $64.7K - $80.9K
1.59K $911K
ISRG
Intuitive Surgical Inc

Healthcare
237
+ 11.35%
$471.27 - $550.62 $112K - $130K
2.33K $1.21M
UPS
United Parcel Service Inc

Industrials
2.18K
+ 24.63%
$122.65 - $138.35 $268K - $302K
11K $1.39M
T
At&T Inc.

Communication Services
7.17K
+ 31.37%
$21.22 - $23.88 $152K - $171K
30K $683K
BX
Blackstone Inc.

Financial Services
865
+ 61.87%
$148.45 - $199.05 $128K - $172K
2.26K $390K
MS
Morgan Stanley

Financial Services
379
+ 6.34%
$104.42 - $134.99 $39.6K - $51.2K
6.36K $799K
AXP
American Express CO

Financial Services
319
+ 11.54%
$267.35 - $305.57 $85.3K - $97.5K
3.08K $915K
CVX
Chevron Corp

Energy
1.34K
+ 11.05%
$141.15 - $162.53 $189K - $217K
13.4K $1.95M
ENB
Enbridge Inc

Energy
3.29K
+ 29.7%
$40.4 - $43.92 $133K - $144K
14.4K $609K
PM
Philip Morris International Inc.

Consumer Defensive
1.38K
+ 18.44%
$118.38 - $133.06 $163K - $183K
8.83K $1.06M
DOCU
Docusign, Inc.

Technology
29
+ 0.57%
$61.42 - $106.99 $1.78K - $3.1K
5.09K $457K
BP
Bp PLC

Energy
5.8K
+ 35.77%
$28.16 - $33.14 $163K - $192K
22K $650K
BSX
Boston Scientific Corp

Healthcare
1.34K
+ 33.77%
$83.62 - $91.5 $112K - $123K
5.32K $475K
HON
Honeywell International Inc

Industrials
316
+ 9.26%
$202.84 - $236.0 $64.1K - $74.6K
3.73K $842K
COF
Capital One Financial Corp

Financial Services
387
+ 17.4%
$145.19 - $192.01 $56.2K - $74.3K
2.61K $465K
BHP
Bhp Group LTD

Basic Materials
3.9K
+ 84.74%
$48.78 - $62.43 $190K - $243K
8.5K $415K
KE
Kimball Electronics, Inc.

Industrials
6.55K
+ 20.79%
$17.14 - $21.18 $112K - $139K
38.1K $712K
KR
Kroger CO

Consumer Defensive
1.53K
+ 23.59%
$55.21 - $63.3 $84.7K - $97.1K
8.04K $491K
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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