Legacy Financial Advisors, Inc. Incresed Positions in Q2 2025

Legacy Financial Advisors, Inc.

  • $527 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
9.15K
+ 8.98%
$94.31 - $157.99 $862K - $1.44M
111K $17.5M
MSFT
Microsoft Corp

Technology
970
+ 2.83%
$354.56 - $497.45 $344K - $483K
35.2K $17.5M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
16.8K
+ 2.09%
$71.28 - $83.74 $1.2M - $1.41M
820K $68.7M
AVGO
Broadcom Inc.

Technology
1.75K
+ 11.74%
$146.29 - $275.65 $256K - $482K
16.6K $4.59M
AMZN
Amazon Com Inc

Consumer Cyclical
4.32K
+ 11.1%
$167.32 - $223.3 $723K - $966K
43.3K $9.5M
GOOGL
Alphabet Inc.

Communication Services
7.82K
+ 28.49%
$144.7 - $178.6 $1.13M - $1.4M
35.3K $6.21M
TSLA
Tesla, Inc.

Consumer Cyclical
1.44K
+ 9.1%
$221.86 - $362.89 $319K - $521K
17.2K $5.47M
BAC
Bank Of America Corp

Financial Services
23.6K
+ 60.6%
$34.39 - $47.46 $811K - $1.12M
62.5K $2.96M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
4.75K
+ 2.18%
$72.32 - $86.4 $343K - $410K
222K $19.2M
C
Citigroup Inc

Financial Services
13.6K
+ 264.24%
$58.13 - $85.12 $790K - $1.16M
18.7K $1.6M
COF
Capital One Financial Corp

Financial Services
4.63K
+ 145.35%
$150.57 - $212.76 $696K - $984K
7.81K $1.66M
ICE
Intercontinental Exchange, Inc.

Financial Services
4.83K
+ 280.2%
$151.62 - $183.47 $732K - $885K
6.55K $1.2M
MRK
Merck & Co., Inc.

Healthcare
12.4K
+ 150.94%
$73.47 - $87.12 $910K - $1.08M
20.6K $1.63M
COP
Conocophillips

Energy
10.5K
+ 180.39%
$82.66 - $106.1 $869K - $1.12M
16.3K $1.47M
VTI
Vanguard Total Stock Market Et

ETFs
1.34K
+ 8.73%
$243.75 - $303.93 $326K - $406K
16.6K $5.06M
VONG
Vanguard Russell 1000 Growth E

ETFs
945
+ 2.08%
$82.51 - $109.2 $78K - $103K
46.3K $5.06M
WFC
Wells Fargo & Company

Financial Services
8.38K
+ 45.76%
$60.98 - $80.12 $511K - $671K
26.7K $2.14M
HLMN
Hillman Solutions Corp.

Industrials
140K
+ 124.44%
$6.66 - $8.99 $932K - $1.26M
253K $1.8M
XCEM
Columbia ETF Tr Ii

ETFs
19.3K
+ 127.98%
$26.68 - $34.18 $516K - $661K
34.5K $1.18M
NKE
Nike, Inc.

Consumer Cyclical
8.58K
+ 57.15%
$53.27 - $72.04 $457K - $618K
23.6K $1.68M
GOOG
Alphabet Inc.

Communication Services
904
+ 3.6%
$146.58 - $180.01 $133K - $163K
26K $4.62M
OCC
Optical Cable Corp

Technology
216K
+ 187.75%
$2.54 - $3.28 $549K - $709K
331K $964K
MPC
Marathon Petroleum Corp

Energy
3.41K
+ 94.93%
$118.55 - $170.08 $404K - $580K
7K $1.16M
IVV
Ishares Core S&P 500 ETF

ETFs
481
+ 8.68%
$498.8 - $620.9 $240K - $299K
6.02K $3.74M
DE
Deere & CO

Industrials
1.02K
+ 59.08%
$412.99 - $531.48 $422K - $543K
2.75K $1.4M
CBRE
Cbre Group, Inc.

Real Estate
4.03K
+ 246.42%
$113.94 - $140.12 $459K - $565K
5.66K $793K
WBD
Warner Bros. Discovery, Inc.

Communication Services
47.5K
+ 462.97%
$7.69 - $11.46 $365K - $544K
57.7K $661K
S
Sentinel One, Inc.

Technology
30K
+ 150.0%
$16.17 - $20.34 $485K - $610K
50K $914K
BK
Bank Of New York Mellon Corp

Financial Services
5.44K
+ 150.47%
$73.31 - $91.62 $399K - $498K
9.05K $824K
ELV
Elevance Health, Inc.

Healthcare
1.44K
+ 171.57%
$372.27 - $452.69 $535K - $650K
2.27K $884K
CRM
Salesforce, Inc.

Technology
1.8K
+ 27.89%
$236.26 - $291.15 $426K - $525K
8.26K $2.25M
CTVA
Corteva, Inc.

Basic Materials
6.23K
+ 165.57%
$55.52 - $74.53 $346K - $464K
9.99K $744K
BA
Boeing CO

Industrials
485
+ 4.94%
$136.59 - $217.51 $66.2K - $105K
10.3K $2.16M
GE
General Electric CO

Industrials
199
+ 2.81%
$166.81 - $257.39 $33.2K - $51.2K
7.29K $1.88M
DOW
Dow Inc.

Basic Materials
21.3K
+ 161.73%
$25.81 - $34.89 $549K - $742K
34.4K $911K
IBM
International Business Machines Corp

Technology
128
+ 1.6%
$221.03 - $294.78 $28.3K - $37.7K
8.12K $2.39M
ETN
Eaton Corp PLC

Industrials
508
+ 19.98%
$246.52 - $356.99 $125K - $181K
3.05K $1.09M
EOG
Eog Resources Inc

Energy
3.53K
+ 84.93%
$104.61 - $129.97 $370K - $459K
7.7K $920K
DIS
Walt Disney CO

Communication Services
442
+ 3.4%
$81.72 - $124.01 $36.1K - $54.8K
13.4K $1.67M
FISV
Fiserv Inc

Technology
2.99K
+ 133.53%
N/A
5.22K $654K
INTU
Intuit Inc

Technology
177
+ 13.73%
$544.07 - $787.63 $96.3K - $139K
1.47K $1.15M
NOW
Service Now, Inc.

Technology
126
+ 13.65%
$721.65 - $1040.18 $90.9K - $131K
1.05K $1.08M
GS
Goldman Sachs Group Inc

Financial Services
67
+ 3.78%
$462.22 - $707.75 $31K - $47.4K
1.84K $1.3M
PM
Philip Morris International Inc.

Consumer Defensive
567
+ 6.1%
$149.23 - $184.95 $84.6K - $105K
9.86K $1.8M
WMT
Walmart Inc.

Consumer Defensive
690
+ 2.78%
$81.79 - $99.98 $56.4K - $69K
25.5K $2.49M
MU
Micron Technology Inc

Technology
1.48K
+ 45.57%
$64.72 - $127.91 $95.6K - $189K
4.72K $581K
AMD
Advanced Micro Devices Inc

Technology
595
+ 11.42%
$78.21 - $143.81 $46.5K - $85.6K
5.81K $824K
PSX
Phillips 66

Energy
2.59K
+ 40.41%
$92.87 - $125.73 $241K - $326K
9K $1.07M
ISRG
Intuitive Surgical Inc

Healthcare
290
+ 12.81%
$451.58 - $565.94 $131K - $164K
2.55K $1.39M
Activity Summary
Buys All Purchases 215 New Holdings 55 Increased Positions 160 Sells All Sells 113 Reductions 113 Sold out 0 Options Calls 0 Puts 0
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