Legacy Financial Advisors, Inc. New Holdings in Q1 2025

Legacy Financial Advisors, Inc.

  • $498 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
X
United States Steel Corp

Basic Materials
16.1K
New
$30.47 - $43.0 $492K - $694K
16.1K $681K
EXAS
Exact Sciences Corp

Healthcare
14.2K
New
$43.04 - $58.51 $613K - $833K
14.2K $616K
UBER
Uber Technologies, Inc

Technology
7.15K
New
$63.17 - $81.49 $452K - $583K
7.15K $520K
DOW
Dow Inc.

Basic Materials
13.1K
New
$34.36 - $41.92 $452K - $551K
13.1K $459K
S
Sentinel One, Inc.

Technology
20K
New
$18.17 - $24.97 $363K - $499K
20K $363K
BK
Bank Of New York Mellon Corp

Financial Services
3.61K
New
$75.42 - $88.95 $273K - $321K
3.61K $303K
SNY
Sanofi

Healthcare
5.14K
New
$48.15 - $59.42 $248K - $306K
5.14K $285K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
5.12K
New
$49.78 - $53.19 $255K - $272K
5.12K $261K
CVS
Cvs Health Corp

Healthcare
3.84K
New
$44.22 - $68.64 $170K - $264K
3.84K $260K
SLV
I Shares Silver Trust

ETFs
8.25K
New
$26.93 - $31.32 $222K - $258K
8.25K $255K
ROP
Roper Technologies Inc

Industrials
422
New
$502.71 - $593.81 $212K - $251K
422 $248K
ED
Consolidated Edison Inc

Utilities
2.19K
New
$88.0 - $110.59 $193K - $242K
2.19K $242K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.5K
New
$156.61 - $168.02 $234K - $251K
1.5K $240K
NXPI
Nxp Semiconductors N.V.

Technology
1.26K
New
$189.99 - $245.86 $239K - $310K
1.26K $239K
ALC
Alcon Inc

Healthcare
2.47K
New
$82.73 - $96.8 $205K - $239K
2.47K $234K
BMO
Bank Of Montreal

Financial Services
2.39K
New
$94.92 - $104.14 $226K - $248K
2.39K $227K
EQT
Eqt Corp

Energy
4.23K
New
$46.16 - $54.25 $195K - $230K
4.23K $226K
VO
Vanguard Mid Cap ETF

ETFs
872
New
$251.87 - $277.95 $220K - $242K
872 $225K
AEP
American Electric Power CO Inc

Utilities
2.05K
New
$90.32 - $109.27 $185K - $224K
2.05K $223K
NTES
Net Ease, Inc.

Communication Services
2.1K
New
$87.72 - $109.14 $184K - $229K
2.1K $216K
BKR
Baker Hughes CO

Energy
4.91K
New
$41.16 - $48.85 $202K - $240K
4.91K $215K
CNI
Canadian National Railway CO

Industrials
2.19K
New
$95.46 - $106.79 $209K - $234K
2.19K $213K
CBRE
Cbre Group, Inc.

Real Estate
1.64K
New
$121.79 - $147.13 $199K - $241K
1.64K $213K
TD
Toronto Dominion Bank

Financial Services
3.5K
New
$53.12 - $61.15 $186K - $214K
3.5K $209K
RSG
Republic Services, Inc.

Industrials
848
New
$200.09 - $242.16 $170K - $205K
848 $205K
KSS
Kohls Corp

Consumer Cyclical
25K
New
$8.06 - $14.12 $202K - $353K
25K $204K
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.64K
New
$106.31 - $123.73 $174K - $202K
1.64K $202K
BCS
Barclays PLC

Financial Services
10.2K
New
$12.69 - $16.25 $129K - $165K
10.2K $156K
WBD
Warner Bros. Discovery, Inc.

Communication Services
10.3K
New
$9.47 - $11.46 $97.1K - $117K
10.3K $109K
ITUB
Itau Unibanco Holding S.A.

Financial Services
16.2K
New
$4.87 - $6.28 $78.7K - $102K
16.2K $88K
NOK
Nokia Corp

Technology
12.9K
New
$4.43 - $5.42 $57K - $69.7K
12.9K $67K
DFSB
Dimensional ETF Tr Dimensional
4.27K
New
N/A
4.27K $0
Gsk PLC Sponsored Adr
7.07K
New
N/A
7.07K $0
Barrick Gold Corp F
13.3K
New
N/A
13.3K $0
Activity Summary
Buys All Purchases 225 New Holdings 35 Increased Positions 190 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 0 Puts 0
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