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
UBER
Uber Technologies, Inc

Technology
1.24K
+ 17.3%
$64.62 - $93.3 $79.9K - $115K
8.39K $782K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
2.12K
+ 28.42%
$82.17 - $99.96 $174K - $212K
9.57K $939K
AXP
American Express CO

Financial Services
248
+ 8.23%
$231.39 - $318.98 $57.4K - $79.1K
3.26K $1.04M
RTX
Raytheon Technologies Corp

Industrials
765
+ 9.4%
$113.75 - $148.48 $87K - $114K
8.91K $1.3M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
2.47K
+ 6.07%
$27.24 - $33.15 $67.4K - $82K
43.2K $1.43M
MGK
Vanguard Mega Cap Growth ETF

ETFs
139
+ 5.28%
$273.67 - $366.17 $38K - $50.9K
2.77K $1.01M
DFIV
Dimensional ETF Tr

ETFs
1.15K
+ 2.83%
$34.67 - $43.21 $40K - $49.8K
41.9K $1.8M
AMAT
Applied Materials Inc

Technology
109
+ 2.45%
$126.95 - $183.52 $13.8K - $20K
4.56K $835K
PNC
Pnc Financial Services Group, Inc.

Financial Services
35
+ 0.22%
$149.76 - $186.42 $5.24K - $6.52K
16.2K $3.01M
M
Macy'S, Inc.

Consumer Cyclical
15.6K
+ 94.43%
$10.02 - $13.19 $156K - $206K
32.2K $374K
BSX
Boston Scientific Corp

Healthcare
1.22K
+ 21.84%
$89.7 - $107.41 $109K - $131K
6.79K $729K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
2.02K
+ 7.44%
$34.78 - $43.42 $70.4K - $87.9K
29.2K $1.26M
CAT
Caterpillar Inc

Industrials
83
+ 3.85%
$273.94 - $388.21 $22.7K - $32.2K
2.24K $869K
DISV
Dimensional ETF Tr Dimensional

ETFs
547
+ 1.47%
$25.93 - $32.91 $14.2K - $18K
37.7K $1.24M
BKNG
Booking Holdings Inc.

Consumer Cyclical
3
+ 2.56%
$4164.15 - $5789.24 $12.5K - $17.4K
120 $694K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
893
+ 37.74%
$108.06 - $135.3 $96.5K - $121K
3.26K $440K
CTAS
Cintas Corp

Industrials
52
+ 0.72%
$190.11 - $227.66 $9.89K - $11.8K
7.24K $1.61M
TT
Trane Technologies PLC

Industrials
22
+ 1.76%
$315.21 - $437.41 $6.93K - $9.62K
1.27K $556K
MCK
Mckesson Corp

Healthcare
135
+ 24.28%
$652.83 - $732.78 $88.1K - $98.9K
691 $506K
COST
Costco Wholesale Corp

Consumer Defensive
54
+ 3.11%
$908.13 - $1056.85 $49K - $57.1K
1.79K $1.77M
EMR
Emerson Electric CO

Industrials
587
+ 30.13%
$94.15 - $133.33 $55.3K - $78.3K
2.54K $337K
ABT
Abbott Laboratories

Healthcare
660
+ 6.38%
$123.95 - $138.08 $81.8K - $91.1K
11K $1.5M
GLD
Spdr Gold Trust

ETFs
203
+ 6.92%
$273.71 - $316.29 $55.6K - $64.2K
3.14K $956K
PH
Parker Hannifin Corp

Industrials
23
+ 2.18%
$517.23 - $700.54 $11.9K - $16.1K
1.08K $751K
V
Visa Inc.

Financial Services
110
+ 0.81%
$308.27 - $373.31 $33.9K - $41.1K
13.7K $4.86M
PANW
Palo Alto Networks Inc

Technology
91
+ 3.77%
$152.44 - $204.64 $13.9K - $18.6K
2.5K $512K
RY
Royal Bank Of Canada

Financial Services
171
+ 4.18%
$108.36 - $131.55 $18.5K - $22.5K
4.26K $560K
BMY
Bristol Myers Squibb CO

Healthcare
6.33K
+ 47.3%
$44.12 - $59.6 $279K - $377K
19.7K $912K
CNI
Canadian National Railway CO

Industrials
696
+ 31.74%
$92.66 - $108.13 $64.5K - $75.3K
2.89K $300K
CDNS
Cadence Design Systems Inc

Technology
47
+ 3.62%
$231.64 - $323.08 $10.9K - $15.2K
1.34K $414K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
287
+ 8.27%
$70.54 - $93.95 $20.2K - $27K
3.76K $353K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
802
+ 13.19%
$45.98 - $56.15 $36.9K - $45K
6.88K $386K
TD
Toronto Dominion Bank

Financial Services
449
+ 12.82%
$55.71 - $73.45 $25K - $33K
3.95K $290K
GILD
Gilead Sciences, Inc.

Healthcare
758
+ 20.69%
$96.91 - $113.0 $73.5K - $85.7K
4.42K $490K
HON
Honeywell International Inc

Industrials
6
+ 0.16%
$182.86 - $232.88 $1.1K - $1.4K
3.72K $866K
SYK
Stryker Corp

Healthcare
108
+ 9.01%
$337.37 - $395.63 $36.4K - $42.7K
1.31K $517K
MNST
Monster Beverage Corp

Consumer Defensive
144
+ 0.97%
$55.01 - $64.24 $7.92K - $9.25K
15K $936K
HBAN
Huntington Bancshares Inc

Financial Services
617
+ 1.84%
$12.49 - $16.76 $7.71K - $10.3K
34.1K $572K
DFAT
Dimensional ETF Tr U S Target

ETFs
895
+ 11.69%
$44.8 - $53.97 $40.1K - $48.3K
8.55K $461K
PID
Invesco Exchange Traded Fd Tr

ETFs
3.57K
+ 9.51%
N/A
41.1K $733K
CLF
Cleveland Cliffs Inc.

Basic Materials
10.7K
+ 35.26%
$5.83 - $8.88 $62.4K - $95.1K
41.1K $312K
FE
Firstenergy Corp

Utilities
1.6K
+ 13.87%
$38.31 - $43.17 $61.2K - $69K
13.1K $528K
T
At&T Inc.

Communication Services
1.32K
+ 3.73%
$26.33 - $28.94 $34.8K - $38.2K
36.7K $1.06M
CAH
Cardinal Health Inc

Healthcare
23
+ 1.22%
$125.0 - $168.0 $2.88K - $3.86K
1.9K $319K
WMB
Williams Companies, Inc.

Energy
699
+ 17.24%
$54.33 - $62.87 $38K - $43.9K
4.75K $298K
NXPI
Nxp Semiconductors N.V.

Technology
92
+ 7.3%
$153.5 - $218.72 $14.1K - $20.1K
1.35K $295K
NSC
Norfolk Southern Corp

Industrials
86
+ 5.11%
$206.34 - $257.46 $17.7K - $22.1K
1.77K $453K
TDG
Trans Digm Group Inc

Industrials
20
+ 10.93%
$1231.75 - $1520.64 $24.6K - $30.4K
203 $308K
ENB
Enbridge Inc

Energy
791
+ 4.55%
$41.09 - $47.16 $32.5K - $37.3K
18.2K $824K
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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