Legacy Financial Advisors, Inc. New Holdings in Q3 2024

Legacy Financial Advisors, Inc.

  • $515 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AMT
American Tower Corp

Real Estate
1.41K
New
$192.27 - $242.73 $270K - $341K
1.41K $326K
XCEM
Columbia ETF Tr Ii

ETFs
9.91K
New
$30.17 - $33.79 $299K - $335K
9.91K $323K
ILMN
Illumina, Inc.

Healthcare
2.32K
New
$105.28 - $135.9 $244K - $315K
2.32K $302K
DEO
Diageo PLC

Consumer Defensive
2.11K
New
$120.02 - $140.77 $253K - $297K
2.11K $295K
TD
Toronto Dominion Bank

Financial Services
4.4K
New
$54.54 - $64.56 $240K - $284K
4.4K $278K
HIG
Hartford Financial Services Group, Inc.

Financial Services
2.13K
New
$98.71 - $117.61 $210K - $251K
2.13K $250K
HCA
Hca Healthcare, Inc.

Healthcare
604
New
$315.12 - $406.43 $190K - $245K
604 $245K
TRV
Travelers Companies, Inc.

Financial Services
1.04K
New
$201.87 - $242.35 $209K - $251K
1.04K $242K
ZTS
Zoetis Inc.

Healthcare
1.21K
New
$172.58 - $196.48 $209K - $238K
1.21K $236K
ED
Consolidated Edison Inc

Utilities
2.26K
New
$88.42 - $104.97 $200K - $237K
2.26K $235K
PNFP
Pinnacle Financial Partners Inc

Financial Services
2.29K
New
$76.97 - $100.56 $176K - $230K
2.29K $224K
SNY
Sanofi

Healthcare
3.84K
New
$48.54 - $58.53 $186K - $225K
3.84K $221K
AEE
Ameren Corp

Utilities
2.51K
New
$70.45 - $87.46 $177K - $220K
2.51K $219K
CPB
Campbell Soup CO

Consumer Defensive
4.46K
New
$45.01 - $51.89 $201K - $231K
4.46K $218K
OKE
Oneok Inc

Energy
2.4K
New
$78.62 - $95.27 $189K - $229K
2.4K $218K
AMP
Ameriprise Financial Inc

Financial Services
464
New
$391.53 - $469.81 $182K - $218K
464 $217K
CARR
Carrier Global Corp

Industrials
2.69K
New
$61.9 - $80.88 $167K - $218K
2.69K $216K
BX
Blackstone Inc.

Financial Services
1.4K
New
$120.77 - $159.66 $169K - $223K
1.4K $214K
MET
Metlife Inc

Financial Services
2.6K
New
$67.96 - $82.48 $177K - $215K
2.6K $214K
SRE
Sempra Energy

Utilities
2.51K
New
$74.97 - $84.04 $188K - $211K
2.51K $210K
SLV
I Shares Silver Trust

ETFs
7.41K
New
$24.33 - $29.38 $180K - $218K
7.41K $210K
ALC
Alcon Inc

Healthcare
2.1K
New
$88.07 - $100.79 $185K - $211K
2.1K $209K
QFIN
360 Digi Tech, Inc.

Financial Services
7K
New
$18.93 - $29.81 $133K - $209K
7K $208K
VUG
Vanguard Growth ETF

ETFs
539
New
$341.08 - $391.94 $184K - $211K
539 $206K
CAG
Conagra Brands Inc.

Consumer Defensive
6.33K
New
$28.13 - $32.83 $178K - $208K
6.33K $205K
DVA
Davita Inc.

Healthcare
1.25K
New
$133.98 - $165.19 $168K - $207K
1.25K $205K
EFV
Msci Eafe Value ETF

ETFs
3.52K
New
$51.72 - $57.96 $182K - $204K
3.52K $202K
ITW
Illinois Tool Works Inc

Industrials
774
New
$233.14 - $263.97 $180K - $204K
774 $202K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
10.7K
New
$13.31 - $15.65 $143K - $168K
10.7K $154K
Lam Research Corp
477
New
N/A
477 $0
FLQH
Franklin Templeton Libertyq In

ETFs
602K
New
N/A
602K $0
Smurfit Westrock PLC Shs
5.53K
New
N/A
5.53K $0
Ge Healthcare Technologies Inc Common Stock
2.15K
New
N/A
2.15K $0
Blackrock Inc
658
New
N/A
658 $0
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
Track This Portfolio

Track Legacy Financial Advisors, Inc. Portfolio

Follow Legacy Financial Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Legacy Financial Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email