Legacy Financial Advisors, Inc. Incresed Positions in Q3 2024

Legacy Financial Advisors, Inc.

  • $515 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ENB
Enbridge Inc

Energy
3.59K
+ 48.08%
$35.27 - $41.18 $127K - $148K
11.1K $449K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
864
+ 3.46%
$39.15 - $46.02 $33.8K - $39.8K
25.8K $1.18M
RTX
Raytheon Technologies Corp

Industrials
199
+ 2.65%
$99.55 - $123.34 $19.8K - $24.5K
7.7K $932K
PH
Parker Hannifin Corp

Industrials
109
+ 13.04%
$501.01 - $635.92 $54.6K - $69.3K
945 $597K
TMO
Thermo Fisher Scientific Inc.

Healthcare
54
+ 2.55%
$531.86 - $624.21 $28.7K - $33.7K
2.17K $1.34M
CTAS
Cintas Corp

Industrials
5.99K
+ 278.4%
$201.38 - $819.83 $1.21M - $4.91M
8.15K $1.68M
DFIV
Dimensional ETF Tr

ETFs
2.86K
+ 11.13%
$34.66 - $38.38 $99K - $110K
28.5K $1.09M
SHOP
Shopify Inc.

Technology
163
+ 1.58%
$52.26 - $80.75 $8.52K - $13.2K
10.5K $837K
ISRG
Intuitive Surgical Inc

Healthcare
112
+ 5.67%
$416.14 - $494.01 $46.6K - $55.3K
2.09K $1.03M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
3.22K
+ 10.36%
$29.28 - $32.18 $94.3K - $104K
34.3K $1.09M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
238
+ 7.29%
$72.18 - $107.33 $17.2K - $25.5K
3.5K $371K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
2.13K
+ 18.35%
$37.61 - $41.72 $80K - $88.7K
13.7K $572K
AXP
American Express CO

Financial Services
111
+ 4.18%
$225.92 - $271.17 $25.1K - $30.1K
2.77K $749K
DE
Deere & CO

Industrials
194
+ 15.67%
$344.84 - $418.0 $66.9K - $81.1K
1.43K $597K
ABT
Abbott Laboratories

Healthcare
569
+ 8.23%
$100.07 - $118.13 $56.9K - $67.2K
7.49K $853K
CAT
Caterpillar Inc

Industrials
50
+ 2.52%
$316.8 - $391.12 $15.8K - $19.6K
2.03K $795K
NOW
Service Now, Inc.

Technology
50
+ 6.07%
$730.87 - $937.36 $36.5K - $46.9K
874 $781K
CB
Chubb LTD

Financial Services
168
+ 6.76%
$252.51 - $292.2 $42.4K - $49.1K
2.65K $765K
ALL
Allstate Corp

Financial Services
76
+ 1.95%
$158.43 - $192.86 $12K - $14.7K
3.97K $753K
SHW
Sherwin Williams CO

Basic Materials
86
+ 7.21%
$294.65 - $384.0 $25.3K - $33K
1.28K $487K
NVS
Novartis Ag

Healthcare
330
+ 3.07%
$106.13 - $120.89 $35K - $39.9K
11.1K $1.28M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
25.5K
+ 80.04%
$8.26 - $12.16 $211K - $310K
57.4K $513K
BTI
British American Tobacco P.L.C.

Consumer Defensive
1.98K
+ 20.67%
$31.07 - $39.36 $61.4K - $77.8K
11.5K $422K
BMY
Bristol Myers Squibb CO

Healthcare
539
+ 5.66%
$39.66 - $51.75 $21.4K - $27.9K
10.1K $520K
SAP
Sap Se

Technology
319
+ 17.37%
$197.21 - $231.0 $62.9K - $73.7K
2.16K $493K
TXN
Texas Instruments Inc

Technology
628
+ 7.02%
$194.6 - $194.6 $122K - $122K
9.58K $1.86M
CLX
Clorox CO

Consumer Defensive
23
+ 0.52%
$131.73 - $166.97 $3.03K - $3.84K
4.49K $731K
GS
Goldman Sachs Group Inc

Financial Services
128
+ 9.62%
$459.02 - $510.25 $58.8K - $65.3K
1.46K $721K
PLD
Prologis, Inc.

Real Estate
501
+ 12.95%
$111.95 - $132.43 $56.1K - $66.3K
4.37K $551K
SONY
Sony Group Corp

Technology
518
+ 9.19%
$81.61 - $98.65 $42.3K - $51.1K
6.16K $594K
APD
Air Products & Chemicals, Inc.

Basic Materials
120
+ 6.31%
$247.34 - $300.11 $29.7K - $36K
2.02K $602K
TT
Trane Technologies PLC

Industrials
100
+ 8.38%
$314.21 - $388.71 $31.4K - $38.9K
1.29K $502K
PEP
Pepsico Inc

Consumer Defensive
364
+ 4.02%
$161.9 - $179.3 $58.9K - $65.3K
9.43K $1.6M
RELX
Relx PLC

Communication Services
2.1K
+ 39.96%
$44.1 - $48.86 $92.4K - $102K
7.34K $348K
DHR
Danaher Corp

Healthcare
124
+ 4.8%
$239.25 - $280.76 $29.7K - $34.8K
2.71K $753K
SPGI
S&P Global Inc.

Financial Services
42
+ 3.52%
$446.32 - $527.38 $18.7K - $22.1K
1.24K $638K
MNST
Monster Beverage Corp

Consumer Defensive
1.45K
+ 11.31%
$45.01 - $52.47 $65.3K - $76.1K
14.3K $745K
PANW
Palo Alto Networks Inc

Technology
285
+ 39.15%
$294.18 - $368.01 $83.8K - $105K
1.01K $346K
TMUS
T Mobile Us, Inc.

Communication Services
169
+ 7.78%
$175.14 - $206.36 $29.6K - $34.9K
2.34K $482K
DUK
Duke Energy Corp

Utilities
108
+ 1.86%
$99.35 - $117.71 $10.7K - $12.7K
5.91K $681K
RHI
Robert Half International Inc.

Industrials
931
+ 9.13%
$59.34 - $68.28 $55.2K - $63.6K
11.1K $750K
TJX
Tjx Companies Inc

Consumer Cyclical
293
+ 3.74%
$107.93 - $120.23 $31.6K - $35.2K
8.14K $956K
RY
Royal Bank Of Canada

Financial Services
149
+ 3.92%
$105.65 - $124.73 $15.7K - $18.6K
3.95K $492K
WELL
Welltower Inc.

Real Estate
184
+ 7.12%
$104.0 - $129.74 $19.1K - $23.9K
2.77K $354K
MTB
M&T Bank Corp

Financial Services
100
+ 4.0%
$146.49 - $179.85 $14.6K - $18K
2.6K $463K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
372
+ 9.86%
$105.53 - $118.34 $39.3K - $44K
4.14K $484K
VFC
V F Corp

Consumer Cyclical
86
+ 0.74%
$12.74 - $19.95 $1.1K - $1.72K
11.8K $234K
COST
Costco Wholesale Corp

Consumer Defensive
16
+ 0.92%
$801.83 - $917.05 $12.8K - $14.7K
1.76K $1.56M
YUM
Yum Brands Inc

Consumer Cyclical
375
+ 10.84%
$125.95 - $139.96 $47.2K - $52.5K
3.84K $535K
Activity Summary
Buys All Purchases 229 New Holdings 35 Increased Positions 194 Sells All Sells 109 Reductions 109 Sold out 0 Options Calls 0 Puts 0
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