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
CSX
Csx Corp

Industrials
1.96K
+ 23.32%
$32.48 - $35.45 $63.5K - $69.3K
10.3K $356K
D
Dominion Energy, Inc

Utilities
202
+ 2.83%
$48.01 - $58.53 $9.7K - $11.8K
7.34K $424K
XEL
Xcel Energy Inc

Utilities
206
+ 4.07%
$52.11 - $65.3 $10.7K - $13.5K
5.27K $344K
ITUB
Itau Unibanco Holding S.A.

Financial Services
9.39K
+ 68.7%
$5.73 - $6.87 $53.8K - $64.5K
23.1K $153K
NSC
Norfolk Southern Corp

Industrials
105
+ 8.41%
$213.75 - $259.69 $22.4K - $27.3K
1.35K $336K
AMGN
Amgen Inc

Healthcare
41
+ 0.73%
$309.38 - $337.38 $12.7K - $13.8K
5.65K $1.82M
MDLZ
Mondelez International, Inc.

Consumer Defensive
264
+ 4.74%
$64.35 - $75.71 $17K - $20K
5.84K $430K
NOC
Northrop Grumman Corp

Industrials
13
+ 2.05%
$423.73 - $533.14 $5.51K - $6.93K
647 $341K
PFE
Pfizer Inc

Healthcare
523
+ 1.01%
$27.7 - $31.39 $14.5K - $16.4K
52.2K $1.51M
BCE
Bce Inc

Communication Services
1.38K
+ 19.26%
$31.33 - $36.08 $43.2K - $49.7K
8.53K $296K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
702
+ 22.57%
$73.86 - $84.2 $51.8K - $59.1K
3.81K $314K
TEF
Telefonica S A

Communication Services
10K
+ 49.61%
$4.18 - $4.9 $42K - $49.2K
30.3K $147K
AON
Aon PLC

Financial Services
39
+ 4.27%
$293.16 - $351.06 $11.4K - $13.7K
953 $329K
COF
Capital One Financial Corp

Financial Services
259
+ 13.18%
$131.42 - $153.05 $34K - $39.6K
2.22K $332K
HBAN
Huntington Bancshares Inc

Financial Services
623
+ 1.92%
$12.84 - $15.15 $8K - $9.44K
33K $485K
GIS
General Mills Inc

Consumer Defensive
183
+ 4.4%
$62.5 - $75.15 $11.4K - $13.8K
4.35K $320K
HLN
Haleon PLC

Healthcare
969
+ 4.87%
$8.32 - $10.7 $8.06K - $10.4K
20.9K $220K
ING
Ing Groep Nv

Financial Services
1.65K
+ 7.0%
$16.55 - $18.66 $27.4K - $30.8K
25.3K $459K
MCO
Moodys Corp

Financial Services
20
+ 2.41%
$421.49 - $494.67 $8.43K - $9.89K
849 $402K
DOV
Dover Corp

Industrials
52
+ 1.37%
$172.5 - $193.03 $8.97K - $10K
3.84K $736K
CI
Cigna Corp

Healthcare
84
+ 5.88%
$319.12 - $367.1 $26.8K - $30.8K
1.51K $523K
ICE
Intercontinental Exchange, Inc.

Financial Services
33
+ 1.73%
$136.93 - $162.81 $4.52K - $5.37K
1.95K $312K
EQIX
Equinix Inc

Real Estate
8
+ 2.35%
$749.0 - $890.01 $5.99K - $7.12K
349 $309K
KR
Kroger CO

Consumer Defensive
36
+ 0.56%
$50.43 - $57.3 $1.82K - $2.06K
6.5K $372K
FDS
Factset Research Systems Inc

Financial Services
12
+ 1.44%
$397.04 - $469.48 $4.76K - $5.63K
846 $388K
CMA
Comerica Inc

Financial Services
74
+ 1.49%
$49.93 - $61.49 $3.69K - $4.55K
5.05K $302K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
92
+ 4.14%
$210.25 - $231.86 $19.3K - $21.3K
2.31K $516K
TTE
Total Energies Se

Energy
273
+ 1.89%
$68.61 - $68.61 $18.7K - $18.7K
14.7K $1.01M
SPG
Simon Property Group Inc

Real Estate
24
+ 0.98%
$146.09 - $170.11 $3.51K - $4.08K
2.49K $420K
EOG
Eog Resources Inc

Energy
442
+ 13.8%
$117.9 - $132.65 $52.1K - $58.6K
3.65K $448K
HSBC
Hsbc Holdings PLC

Financial Services
349
+ 2.13%
$40.42 - $45.91 $14.1K - $16K
16.7K $756K
FMC
Fmc Corp

Basic Materials
4
+ 0.08%
$54.54 - $66.06 $218 - $264
5.2K $342K
FFBC
First Financial Bancorp

Financial Services
203
+ 1.61%
$21.7 - $28.09 $4.41K - $5.7K
12.8K $323K
WHR
Whirlpool Corp

Consumer Cyclical
145
+ 2.64%
$90.25 - $112.34 $13.1K - $16.3K
5.64K $603K
HON
Honeywell International Inc

Industrials
306
+ 9.85%
$196.73 - $220.21 $60.2K - $67.4K
3.41K $705K
SAVE
Spirit Airlines, Inc.

Industrials
35.5K
+ 104.41%
$2.31 - $3.65 $82K - $130K
69.5K $166K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
129
+ 13.22%
$201.82 - $234.36 $26K - $30.2K
1.11K $254K
SYK
Stryker Corp

Healthcare
64
+ 7.55%
$315.94 - $371.96 $20.2K - $23.8K
912 $329K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
164
+ 3.56%
$72.22 - $81.88 $11.8K - $13.4K
4.77K $375K
CVS
Cvs Health Corp

Healthcare
78
+ 0.86%
$55.81 - $63.18 $4.35K - $4.93K
9.2K $578K
BKNG
Booking Holdings Inc.

Consumer Cyclical
3
+ 2.75%
$3305.62 - $4268.05 $9.92K - $12.8K
112 $471K
HSY
Hershey CO

Consumer Defensive
39
+ 0.97%
$182.45 - $203.25 $7.12K - $7.93K
4.05K $776K
AMCR
Amcor PLC

Consumer Cyclical
387
+ 1.74%
$9.5 - $11.44 $3.68K - $4.43K
22.7K $256K
ECL
Ecolab Inc.

Basic Materials
86
+ 8.38%
$228.86 - $255.76 $19.7K - $22K
1.11K $283K
AJG
Arthur J. Gallagher & Co.

Financial Services
63
+ 6.92%
$259.22 - $299.75 $16.3K - $18.9K
973 $273K
AZN
Astrazeneca PLC

Healthcare
490
+ 5.26%
$76.67 - $87.62 $37.6K - $42.9K
9.81K $764K
EXPD
Expeditors International Of Washington Inc

Industrials
71
+ 2.24%
$116.1 - $131.42 $8.24K - $9.33K
3.25K $426K
ADI
Analog Devices Inc

Technology
101
+ 2.9%
$200.56 - $243.33 $20.3K - $24.6K
3.58K $824K
BAC
Bank Of America Corp

Financial Services
775
+ 2.11%
$36.65 - $44.13 $28.4K - $34.2K
37.5K $1.49M
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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