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
DHR
Danaher Corp

Healthcare
321
+ 18.66%
$174.64 - $205.16 $56.1K - $65.9K
2.04K $403K
SPGI
S&P Global Inc.

Financial Services
42
+ 3.15%
$438.31 - $527.29 $18.4K - $22.1K
1.38K $725K
UBS
Ubs Group Ag

Financial Services
233
+ 1.86%
$26.12 - $33.82 $6.09K - $7.88K
12.7K $430K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7
+ 0.91%
$456.74 - $568.03 $3.2K - $3.98K
773 $439K
CVS
Cvs Health Corp

Healthcare
578
+ 15.04%
$60.04 - $70.18 $34.7K - $40.6K
4.42K $304K
AMP
Ameriprise Financial Inc

Financial Services
40
+ 9.05%
$422.19 - $533.73 $16.9K - $21.3K
482 $257K
TJX
Tjx Companies Inc

Consumer Cyclical
212
+ 2.4%
$119.13 - $135.03 $25.3K - $28.6K
9.06K $1.12M
MO
Altria Group, Inc.

Consumer Defensive
856
+ 11.92%
$55.56 - $60.91 $47.6K - $52.1K
8.04K $471K
KO
Coca Cola CO

Consumer Defensive
903
+ 3.32%
$68.37 - $73.9 $61.7K - $66.7K
28.1K $1.99M
VOE
Vanguard Mid Cap Value Index F

ETFs
210
+ 14.05%
$141.87 - $164.49 $29.8K - $34.5K
1.71K $280K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
80
+ 1.64%
$81.84 - $93.53 $6.55K - $7.48K
4.96K $459K
D
Dominion Energy, Inc

Utilities
533
+ 5.43%
$49.66 - $58.0 $26.5K - $30.9K
10.4K $585K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
340
+ 2.45%
$36.02 - $41.92 $12.2K - $14.3K
14.2K $596K
EQT
Eqt Corp

Energy
188
+ 4.44%
$46.11 - $60.44 $8.67K - $11.4K
4.42K $257K
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
1.1K
+ 9.43%
$20.31 - $21.71 $22.4K - $23.9K
12.8K $277K
CI
Cigna Corp

Healthcare
82
+ 5.86%
$301.89 - $340.04 $24.8K - $27.9K
1.48K $489K
CSX
Csx Corp

Industrials
112
+ 1.38%
$26.69 - $32.91 $2.99K - $3.69K
8.24K $268K
ECL
Ecolab Inc.

Basic Materials
36
+ 3.08%
$225.65 - $270.95 $8.12K - $9.75K
1.21K $324K
PEG
Public Service Enterprise Group Inc

Utilities
193
+ 4.78%
$77.13 - $84.18 $14.9K - $16.2K
4.23K $356K
SO
Southern CO

Utilities
238
+ 4.39%
$84.91 - $92.56 $20.2K - $22K
5.66K $520K
TRV
Travelers Companies, Inc.

Financial Services
60
+ 5.16%
$233.83 - $276.34 $14K - $16.6K
1.22K $327K
MDLZ
Mondelez International, Inc.

Consumer Defensive
287
+ 4.65%
$63.54 - $68.5 $18.2K - $19.7K
6.46K $435K
HIG
Hartford Financial Services Group, Inc.

Financial Services
73
+ 4.46%
$109.83 - $131.67 $8.02K - $9.61K
1.71K $216K
RSG
Republic Services, Inc.

Industrials
38
+ 4.48%
$227.2 - $258.07 $8.63K - $9.81K
886 $218K
WDAY
Workday, Inc.

Technology
1
+ 0.09%
$210.47 - $274.71 $210 - $275
1.06K $254K
SHW
Sherwin Williams CO

Basic Materials
40
+ 3.31%
$313.51 - $363.51 $12.5K - $14.5K
1.25K $429K
NEE
Nextera Energy Inc

Utilities
342
+ 3.01%
$64.11 - $75.0 $21.9K - $25.7K
11.7K $812K
SQ
Block, Inc.

Technology
65
+ 1.76%
N/A
3.75K $214K
CL
Colgate Palmolive CO

Consumer Defensive
123
+ 4.68%
$87.57 - $96.0 $10.8K - $11.8K
2.75K $249K
Ge Vernova Inc Com
8
+ 0.38%
N/A
2.11K $0
FLQH
Franklin Templeton Libertyq In

ETFs
17.3K
+ 2.02%
N/A
877K $0
Columbia International Equity Income ETF
135
+ 1.79%
N/A
7.68K $0
Brookfield Corp Cl A LTD Vt Sh
239
+ 2.53%
N/A
9.7K $0
Linde PLC Shs
93
+ 4.76%
N/A
2.05K $0
Blackrock Inc
217
+ 32.34%
N/A
888 $0
Ge Healthcare Technologies Inc Common Stock
6.84K
+ 243.4%
N/A
9.65K $0
DFSB
Dimensional ETF Tr Dimensional
450
+ 10.53%
N/A
4.72K $0
Pimco Multisector Bond Active Exchange Traded Fund
12.9K
+ 2.33%
N/A
565K $0
Natixis Gateway Quality Income ETF
11.2K
+ 3.41%
N/A
341K $0
XEL
Xcel Energy Inc

Utilities
206
+ 3.36%
$65.65 - $72.39 $13.5K - $14.9K
6.33K $431K
FFBC
First Financial Bancorp

Financial Services
187
+ 1.45%
$22.05 - $25.19 $4.12K - $4.71K
13.1K $317K
APD
Air Products & Chemicals, Inc.

Basic Materials
82
+ 3.41%
$248.61 - $294.96 $20.4K - $24.2K
2.49K $701K
ALC
Alcon Inc

Healthcare
75
+ 3.03%
$82.88 - $98.3 $6.22K - $7.37K
2.55K $225K
CROX
Crocs, Inc.

Consumer Cyclical
12
+ 0.57%
$88.67 - $120.26 $1.06K - $1.44K
2.11K $213K
AEE
Ameren Corp

Utilities
3
+ 0.11%
$94.23 - $101.68 $283 - $305
2.62K $251K
ED
Consolidated Edison Inc

Utilities
119
+ 5.44%
$98.05 - $113.3 $11.7K - $13.5K
2.31K $231K
DUK
Duke Energy Corp

Utilities
112
+ 1.84%
$112.46 - $124.05 $12.6K - $13.9K
6.19K $730K
AJG
Arthur J. Gallagher & Co.

Financial Services
52
+ 4.51%
$310.86 - $348.77 $16.2K - $18.1K
1.21K $386K
DOCU
Docusign, Inc.

Technology
52
+ 1.03%
$70.35 - $93.84 $3.66K - $4.88K
5.12K $398K
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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