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
TJX
Tjx Companies Inc

Consumer Cyclical
644
+ 7.91%
$112.15 - $127.2 $72.2K - $81.9K
8.78K $1.06M
IBM
International Business Machines Corp

Technology
510
+ 7.35%
$204.9 - $238.04 $104K - $121K
7.45K $1.64M
HSBC
Hsbc Holdings PLC

Financial Services
539
+ 3.22%
$43.83 - $49.51 $23.6K - $26.7K
17.3K $854K
DE
Deere & CO

Industrials
207
+ 14.46%
$389.45 - $466.0 $80.6K - $96.5K
1.64K $694K
MO
Altria Group, Inc.

Consumer Defensive
1.7K
+ 32.02%
$49.06 - $57.74 $83.6K - $98.4K
7.03K $367K
DFIV
Dimensional ETF Tr

ETFs
4.72K
+ 16.56%
$34.86 - $37.97 $165K - $179K
33.3K $1.18M
ETN
Eaton Corp PLC

Industrials
258
+ 11.44%
$326.96 - $377.52 $84.4K - $97.4K
2.51K $833K
ADP
Automatic Data Processing Inc

Industrials
77
+ 2.07%
$280.08 - $307.97 $21.6K - $23.7K
3.8K $1.11M
DEO
Diageo PLC

Consumer Defensive
829
+ 39.31%
$118.0 - $139.88 $97.8K - $116K
2.94K $373K
D
Dominion Energy, Inc

Utilities
1.97K
+ 26.77%
$52.63 - $60.92 $103K - $120K
9.31K $501K
SQ
Block, Inc.

Technology
90
+ 2.47%
$65.06 - $98.92 $5.86K - $8.9K
3.73K $317K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
3.59K
+ 17.96%
$9.95 - $12.23 $35.7K - $43.9K
23.6K $276K
MCK
Mckesson Corp

Healthcare
62
+ 12.5%
$482.27 - $628.5 $29.9K - $39K
558 $318K
USB
Us Bancorp \De\

Financial Services
97
+ 0.3%
$43.98 - $53.66 $4.27K - $5.21K
32.1K $1.54M
MCD
Mcdonalds Corp

Consumer Cyclical
468
+ 10.37%
$288.47 - $316.54 $135K - $148K
4.98K $1.44M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
840
+ 12.98%
$55.73 - $66.16 $46.8K - $55.6K
7.31K $440K
MAR
Marriott International Inc

Consumer Cyclical
78
+ 5.06%
$246.06 - $292.59 $19.2K - $22.8K
1.62K $451K
SEIC
Sei Investments CO

Financial Services
93
+ 2.04%
$69.36 - $86.58 $6.45K - $8.05K
4.65K $383K
SYK
Stryker Corp

Healthcare
187
+ 20.5%
$345.14 - $392.15 $64.5K - $73.3K
1.1K $395K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
240
+ 3.81%
$442.29 - $483.08 $106K - $116K
6.53K $2.96M
INTU
Intuit Inc

Technology
87
+ 7.22%
$602.01 - $706.25 $52.4K - $61.4K
1.29K $812K
PH
Parker Hannifin Corp

Industrials
89
+ 9.42%
$621.74 - $709.46 $55.3K - $63.1K
1.03K $657K
NVS
Novartis Ag

Healthcare
2.64K
+ 23.77%
$96.78 - $117.18 $255K - $309K
13.7K $1.34M
RHI
Robert Half International Inc.

Industrials
344
+ 3.09%
$65.55 - $76.8 $22.5K - $26.4K
11.5K $808K
CCJ
Cameco Corp

Energy
764
+ 17.32%
$48.64 - $61.14 $37.2K - $46.7K
5.17K $265K
OKE
Oneok Inc

Energy
310
+ 12.9%
$92.28 - $117.05 $28.6K - $36.3K
2.71K $272K
HBAN
Huntington Bancshares Inc

Financial Services
112
+ 0.34%
$14.18 - $18.2 $1.59K - $2.04K
33.1K $538K
PNFP
Pinnacle Financial Partners Inc

Financial Services
122
+ 5.32%
$92.95 - $129.87 $11.3K - $15.8K
2.41K $276K
PGR
Progressive Corp

Financial Services
496
+ 10.46%
$239.6 - $268.88 $119K - $133K
5.24K $1.26M
EOG
Eog Resources Inc

Energy
411
+ 11.27%
$118.22 - $136.54 $48.6K - $56.1K
4.06K $497K
COP
Conocophillips

Energy
858
+ 12.31%
$95.12 - $114.72 $81.6K - $98.4K
7.83K $776K
XEL
Xcel Energy Inc

Utilities
413
+ 7.84%
$62.16 - $72.92 $25.7K - $30.1K
5.68K $383K
BTI
British American Tobacco P.L.C.

Consumer Defensive
1.13K
+ 9.81%
$34.25 - $37.94 $38.8K - $42.9K
12.7K $460K
ACN
Accenture PLC

Technology
124
+ 3.21%
$343.9 - $376.86 $42.6K - $46.7K
3.98K $1.4M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
18
+ 3.86%
$1146.59 - $1270.6 $20.6K - $22.9K
484 $573K
NSC
Norfolk Southern Corp

Industrials
234
+ 17.29%
$230.6 - $277.0 $54K - $64.8K
1.59K $372K
APD
Air Products & Chemicals, Inc.

Basic Materials
174
+ 8.6%
$285.5 - $335.62 $49.7K - $58.4K
2.2K $637K
PANW
Palo Alto Networks Inc

Technology
1.08K
+ 106.71%
$181.96 - $405.9 $197K - $439K
2.09K $381K
DLR
Digital Realty Trust, Inc.

Real Estate
74
+ 5.43%
$156.46 - $195.69 $11.6K - $14.5K
1.44K $254K
TRV
Travelers Companies, Inc.

Financial Services
101
+ 9.74%
$225.97 - $266.66 $22.8K - $26.9K
1.14K $274K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
592
+ 4.9%
$12.27 - $15.41 $7.26K - $9.12K
12.7K $183K
EQIX
Equinix Inc

Real Estate
11
+ 3.15%
$865.69 - $985.0 $9.52K - $10.8K
360 $339K
MTB
M&T Bank Corp

Financial Services
25
+ 0.96%
$172.48 - $221.95 $4.31K - $5.55K
2.63K $493K
DOV
Dover Corp

Industrials
235
+ 6.12%
$184.72 - $206.51 $43.4K - $48.5K
4.08K $764K
C
Citigroup Inc

Financial Services
10
+ 0.29%
$61.31 - $72.5 $613 - $725
3.45K $242K
FFBC
First Financial Bancorp

Financial Services
72
+ 0.56%
$23.97 - $30.34 $1.73K - $2.18K
12.9K $346K
AFG
American Financial Group Inc

Financial Services
100
+ 2.48%
$126.81 - $149.08 $12.7K - $14.9K
4.13K $565K
ITW
Illinois Tool Works Inc

Industrials
108
+ 13.95%
$253.56 - $278.5 $27.4K - $30.1K
882 $223K
SRE
Sempra Energy

Utilities
126
+ 5.01%
$80.81 - $94.77 $10.2K - $11.9K
2.64K $231K
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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