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
TGT
Target Corp

Consumer Defensive
91
+ 5.58%
$133.47 - $159.25 $12.1K - $14.5K
1.72K $268K
WDAY
Workday, Inc.

Technology
21
+ 2.1%
$207.75 - $264.68 $4.36K - $5.56K
1.02K $249K
UPS
United Parcel Service Inc

Industrials
220
+ 2.55%
$123.32 - $147.38 $27.1K - $32.4K
8.86K $1.21M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
870
+ 15.54%
$49.83 - $62.75 $43.4K - $54.6K
6.47K $372K
SEIC
Sei Investments CO

Financial Services
17
+ 0.37%
$63.1 - $69.83 $1.07K - $1.19K
4.56K $315K
INTU
Intuit Inc

Technology
99
+ 8.95%
$602.97 - $670.49 $59.7K - $66.4K
1.21K $748K
ROST
Ross Stores, Inc.

Consumer Cyclical
83
+ 5.7%
$136.06 - $155.24 $11.3K - $12.9K
1.54K $231K
FISV
Fiserv Inc

Technology
142
+ 6.99%
N/A
2.17K $272K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
16
+ 1.82%
$1024.09 - $1201.76 $16.4K - $19.2K
894 $939K
SQ
Block, Inc.

Technology
86
+ 2.42%
$57.21 - $72.07 $4.92K - $6.2K
3.64K $244K
SCHW
Schwab Charles Corp

Financial Services
632
+ 16.97%
$61.74 - $76.08 $39K - $48.1K
4.36K $282K
ADSK
Autodesk, Inc.

Technology
55
+ 1.53%
$245.83 - $245.83 $13.5K - $13.5K
3.66K $899K
ADM
Archer Daniels Midland CO

Consumer Defensive
142
+ 2.37%
$57.96 - $65.72 $8.23K - $9.33K
6.13K $366K
MFG
Mizuho Financial Group Inc

Financial Services
835
+ 7.49%
$3.69 - $4.62 $3.08K - $3.86K
12K $50K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
25
+ 1.03%
$460.0 - $505.78 $11.5K - $12.6K
2.45K $1.14M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
891
+ 7.96%
$11.38 - $14.48 $10.1K - $12.9K
12.1K $152K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
1.37K
+ 7.34%
$9.27 - $11.62 $12.7K - $15.9K
20K $203K
LLY
Eli Lilly & CO

Healthcare
68
+ 2.31%
$772.14 - $960.02 $52.5K - $65.3K
3.02K $2.67M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
13
+ 0.15%
$147.95 - $191.05 $1.92K - $2.48K
8.86K $1.54M
XC
Wisdomtree Tr Emerging Mkts Ex
18.7K
+ 3.15%
N/A
611K $0
Canadian Pacific Kansas City Com
569
+ 15.21%
N/A
4.31K $0
Gsk PLC Sponsored Adr
406
+ 4.9%
N/A
8.69K $0
Ge Vernova Inc Com
48
+ 2.46%
N/A
2K $0
Natixis Gateway Quality Income ETF
14.1K
+ 4.75%
N/A
312K $0
Linde PLC Shs
72
+ 4.05%
N/A
1.85K $0
CCJ
Cameco Corp

Energy
101
+ 2.34%
$36.9 - $53.72 $3.73K - $5.43K
4.41K $210K
CNP
Centerpoint Energy Inc

Utilities
561
+ 4.15%
$25.63 - $30.55 $14.4K - $17.1K
14.1K $414K
ELV
Elevance Health, Inc.

Healthcare
31
+ 2.39%
$500.12 - $562.29 $15.5K - $17.4K
1.33K $690K
F
Ford Motor CO

Consumer Cyclical
6.46K
+ 15.19%
$9.71 - $14.55 $62.7K - $93.9K
49K $516K
ADBE
Adobe Inc.

Technology
99
+ 5.04%
$508.13 - $586.55 $50.3K - $58.1K
2.06K $1.07M
KLAC
Kla Corp

Technology
8
+ 1.34%
$696.17 - $892.35 $5.57K - $7.14K
606 $469K
ASX
Ase Technology Holding Co., Ltd.

Technology
601
+ 3.28%
$8.6 - $12.5 $5.17K - $7.51K
18.9K $184K
FDX
Fedex Corp

Industrials
40
+ 2.9%
$254.64 - $313.52 $10.2K - $12.5K
1.42K $388K
MPC
Marathon Petroleum Corp

Energy
51
+ 1.23%
$158.61 - $180.75 $8.09K - $9.22K
4.19K $682K
COP
Conocophillips

Energy
179
+ 2.64%
$102.3 - $116.61 $18.3K - $20.9K
6.97K $733K
AMZN
Amazon Com Inc

Consumer Cyclical
1.07K
+ 2.96%
$161.02 - $200.0 $172K - $214K
37.2K $6.93M
CDNS
Cadence Design Systems Inc

Technology
3
+ 0.21%
$246.84 - $321.11 $741 - $963
1.43K $388K
PSX
Phillips 66

Energy
84
+ 1.23%
$125.0 - $147.17 $10.5K - $12.4K
6.91K $907K
MU
Micron Technology Inc

Technology
24
+ 1.02%
$86.27 - $136.82 $2.07K - $3.28K
2.38K $246K
INTC
Intel Corp

Technology
5.77K
+ 18.73%
$18.9 - $34.87 $109K - $201K
36.6K $858K
NVDA
Nvidia Corp

Technology
586
+ 0.58%
$98.91 - $134.91 $58K - $79.1K
102K $12.4M
NVO
Novo Nordisk A S

Healthcare
64
+ 0.47%
$119.07 - $145.42 $7.62K - $9.31K
13.6K $1.61M
GOOGL
Alphabet Inc.

Communication Services
233
+ 0.87%
$148.65 - $191.18 $34.6K - $44.5K
27K $4.48M
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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