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
FDS
Factset Research Systems Inc

Financial Services
4
+ 0.47%
$449.69 - $495.72 $1.8K - $1.98K
850 $408K
MNST
Monster Beverage Corp

Consumer Defensive
263
+ 1.84%
$49.24 - $56.38 $13K - $14.8K
14.5K $764K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
3
+ 0.27%
$229.83 - $258.46 $689 - $775
1.11K $273K
VFC
V F Corp

Consumer Cyclical
1
+ 0.01%
$16.7 - $22.59 $16.7 - $22.6
11.8K $252K
RY
Royal Bank Of Canada

Financial Services
277
+ 7.01%
$119.72 - $128.02 $33.2K - $35.5K
4.23K $509K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
340
+ 1.32%
$44.2 - $49.46 $15K - $16.8K
26.2K $1.2M
MFG
Mizuho Financial Group Inc

Financial Services
1.71K
+ 14.27%
$4.05 - $5.26 $6.93K - $8.99K
13.7K $66K
SPGI
S&P Global Inc.

Financial Services
79
+ 6.4%
$480.36 - $529.17 $37.9K - $41.8K
1.31K $654K
WDAY
Workday, Inc.

Technology
6
+ 0.59%
$233.85 - $279.91 $1.4K - $1.68K
1.03K $264K
SPG
Simon Property Group Inc

Real Estate
45
+ 1.81%
$167.23 - $183.84 $7.53K - $8.27K
2.53K $435K
SWK
Stanley Black & Decker, Inc.

Industrials
1.54K
+ 41.25%
$79.07 - $109.36 $122K - $169K
5.29K $424K
AEM
Agnico Eagle Mines LTD

Basic Materials
302
+ 5.92%
$75.99 - $88.85 $22.9K - $26.8K
5.4K $422K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
257
+ 5.39%
$74.71 - $79.24 $19.2K - $20.4K
5.03K $386K
ILMN
Illumina, Inc.

Healthcare
19
+ 0.82%
$128.99 - $155.15 $2.45K - $2.95K
2.34K $312K
XCEM
Columbia ETF Tr Ii

ETFs
1.31K
+ 13.26%
$29.6 - $32.67 $38.9K - $42.9K
11.2K $332K
AJG
Arthur J. Gallagher & Co.

Financial Services
21
+ 2.16%
$278.49 - $315.16 $5.85K - $6.62K
994 $282K
ROST
Ross Stores, Inc.

Consumer Cyclical
43
+ 2.8%
$138.59 - $156.61 $5.96K - $6.73K
1.58K $239K
AEE
Ameren Corp

Utilities
41
+ 1.63%
$85.81 - $94.98 $3.52K - $3.89K
2.55K $227K
AAL
American Airlines Group Inc.

Industrials
470
+ 1.17%
N/A
40.6K $448K
MCO
Moodys Corp

Financial Services
13
+ 1.53%
$454.04 - $500.88 $5.9K - $6.51K
862 $408K
LOW
Lowes Companies Inc

Consumer Cyclical
344
+ 10.46%
$244.52 - $284.07 $84.1K - $97.7K
3.63K $896K
ABC
Amerisourcebergen Corp

Healthcare
28
+ 1.09%
N/A
2.6K $481K
HLN
Haleon PLC

Healthcare
2.72K
+ 13.03%
$9.23 - $10.71 $25.1K - $29.1K
23.6K $225K
QCOM
Qualcomm Inc

Technology
633
+ 11.22%
$150.4 - $178.04 $95.2K - $113K
6.27K $963K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
1.9K
+ 11.95%
$9.25 - $10.62 $17.6K - $20.2K
17.8K $172K
Lam Research Corp
4.56K
+ 956.6%
N/A
5.04K $0
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
352
+ 2.84%
$21.02 - $21.57 $7.4K - $7.59K
12.8K $269K
Natixis Gateway Quality Income ETF
12.2K
+ 3.91%
N/A
324K $0
Brookfield Corp Cl A LTD Vt Sh
390
+ 4.37%
N/A
9.31K $0
Ge Healthcare Technologies Inc Common Stock
676
+ 31.43%
N/A
2.83K $0
Ge Vernova Inc Com
58
+ 2.9%
N/A
2.06K $0
FLQH
Franklin Templeton Libertyq In

ETFs
71K
+ 11.79%
N/A
673K $0
Linde PLC Shs
2
+ 0.11%
N/A
1.85K $0
XC
Wisdomtree Tr Emerging Mkts Ex
7.94K
+ 1.3%
N/A
619K $0
Blackrock Inc
48
+ 7.29%
N/A
706 $0
Smurfit Westrock PLC Shs
235
+ 4.25%
N/A
5.76K $0
WELL
Welltower Inc.

Real Estate
18
+ 0.65%
$123.11 - $139.3 $2.22K - $2.51K
2.79K $351K
CL
Colgate Palmolive CO

Consumer Defensive
264
+ 12.09%
$90.22 - $102.31 $23.8K - $27K
2.45K $222K
RELX
Relx PLC

Communication Services
172
+ 2.34%
$44.45 - $48.63 $7.65K - $8.36K
7.51K $341K
YUM
Yum Brands Inc

Consumer Cyclical
88
+ 2.29%
$130.36 - $139.54 $11.5K - $12.3K
3.92K $526K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
469
+ 4.37%
$12.61 - $15.33 $5.91K - $7.19K
11.2K $144K
HES
Hess Corp

Energy
33
+ 0.59%
$127.66 - $148.65 $4.21K - $4.91K
5.66K $752K
ADI
Analog Devices Inc

Technology
243
+ 6.78%
$206.35 - $236.48 $50.1K - $57.5K
3.83K $812K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
10.2K
+ 200.0%
$26.93 - $84.95 $274K - $864K
15.3K $416K
CAT
Caterpillar Inc

Industrials
122
+ 6.0%
$360.37 - $416.88 $44K - $50.9K
2.16K $781K
RTX
Raytheon Technologies Corp

Industrials
220
+ 2.86%
$114.45 - $127.21 $25.2K - $28K
7.92K $916K
GE
General Electric CO

Industrials
689
+ 11.27%
$159.95 - $194.23 $110K - $134K
6.81K $1.14M
ASML
Asml Holding Nv

Technology
176
+ 17.44%
$658.43 - $872.27 $116K - $154K
1.19K $821K
ECL
Ecolab Inc.

Basic Materials
15
+ 1.35%
$234.32 - $261.43 $3.51K - $3.92K
1.13K $264K
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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