Legacy Financial Advisors, Inc. Reduced Holdings in Q2 2025

Legacy Financial Advisors, Inc.

  • $527 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-5.76K
- 6.97%
$172.42 - $223.89 $992K - $1.29M
76.8K $15.8M
UNH
Unitedhealth Group Inc

Healthcare
-2.4K
- 42.34%
$274.35 - $599.47 $659K - $1.44M
3.27K $1.02M
PG
Procter & Gamble CO

Consumer Defensive
-4.31K
- 5.39%
$157.66 - $172.39 $679K - $743K
75.7K $12.1M
AMGN
Amgen Inc

Healthcare
-3.27K
- 49.63%
$262.28 - $309.85 $858K - $1.01M
3.32K $927K
CVX
Chevron Corp

Energy
-5.35K
- 38.0%
$133.73 - $168.51 $716K - $902K
8.73K $1.25M
JNJ
Johnson & Johnson

Healthcare
-5.36K
- 29.27%
$146.36 - $159.82 $784K - $856K
12.9K $1.98M
MMM
3 M CO

Industrials
-7.16K
- 74.09%
$126.09 - $154.15 $903K - $1.1M
2.5K $381K
ETR
Entergy Corp

Utilities
-11.2K
- 72.31%
$79.01 - $86.61 $884K - $969K
4.28K $356K
XOM
Exxon Mobil Corp

Energy
-5.83K
- 20.02%
$99.93 - $119.04 $582K - $694K
23.3K $2.51M
VZ
Verizon Communications Inc

Communication Services
-19.1K
- 48.66%
$41.67 - $45.62 $795K - $871K
20.1K $871K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-6.72K
- 80.38%
$105.8 - $131.55 $711K - $884K
1.64K $210K
CME
Cme Group Inc.

Financial Services
-3.22K
- 49.71%
$252.37 - $290.71 $813K - $936K
3.26K $897K
MDT
Medtronic PLC

Healthcare
-7.52K
- 54.62%
$80.68 - $88.86 $607K - $668K
6.25K $544K
UNP
Union Pacific Corp

Industrials
-2.67K
- 34.96%
$208.27 - $238.46 $557K - $637K
4.97K $1.14M
UPS
United Parcel Service Inc

Industrials
-5.49K
- 50.7%
$91.92 - $110.2 $505K - $605K
5.34K $538K
GD
General Dynamics Corp

Industrials
-2.29K
- 50.61%
$247.68 - $291.66 $567K - $668K
2.23K $651K
CSCO
Cisco Systems, Inc.

Technology
-12.3K
- 32.2%
$53.19 - $69.38 $655K - $855K
25.9K $1.8M
PEP
Pepsico Inc

Consumer Defensive
-3.07K
- 37.18%
$128.02 - $151.37 $393K - $464K
5.18K $684K
TFC
Truist Financial Corp

Financial Services
-14.2K
- 38.75%
$34.79 - $42.99 $496K - $612K
22.5K $968K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-5.77K
- 17.15%
$85.42 - $94.39 $493K - $545K
27.9K $2.62M
HD
Home Depot, Inc.

Consumer Cyclical
-1.3K
- 16.89%
$335.24 - $380.78 $437K - $497K
6.42K $2.35M
SNA
Snap On Inc

Industrials
-993
- 16.95%
$292.36 - $342.2 $290K - $340K
4.87K $1.51M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-614
- 27.23%
$390.26 - $489.06 $240K - $300K
1.64K $665K
LMT
Lockheed Martin Corp

Industrials
-961
- 54.39%
$430.82 - $486.45 $414K - $467K
806 $373K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-3.85K
- 61.65%
$86.97 - $102.82 $334K - $395K
2.39K $229K
DGX
Quest Diagnostics Inc

Healthcare
-2.85K
- 61.3%
N/A
1.8K $246K
PFE
Pfizer Inc

Healthcare
-14K
- 31.27%
$21.59 - $24.84 $302K - $347K
30.7K $744K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-6.55K
- 15.94%
$50.36 - $50.68 $330K - $332K
34.5K $1.75M
ABBV
Abb Vie Inc.

Healthcare
-407
- 4.12%
$170.16 - $206.27 $69.3K - $84K
9.47K $1.76M
CNP
Centerpoint Energy Inc

Utilities
-7.38K
- 52.44%
$35.5 - $39.05 $262K - $288K
6.7K $246K
INTC
Intel Corp

Technology
-11.1K
- 27.94%
$18.13 - $22.69 $201K - $251K
28.6K $640K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-7.92K
- 7.41%
$24.14 - $25.43 $191K - $201K
99K $2.45M
ABC
Amerisourcebergen Corp

Healthcare
-1.25K
- 48.62%
N/A
1.32K $245K
ADBE
Adobe Inc.

Technology
-614
- 30.44%
$340.0 - $420.68 $209K - $258K
1.4K $542K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-105
- 3.4%
$421.16 - $509.5 $44.2K - $53.5K
2.98K $1.33M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-3.07K
- 6.14%
$50.34 - $51.86 $154K - $159K
46.9K $2.41M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-3.6K
- 9.59%
$44.68 - $45.96 $161K - $165K
33.9K $1.55M
MCD
Mcdonalds Corp

Consumer Cyclical
-171
- 3.15%
$285.55 - $321.23 $48.8K - $54.9K
5.26K $1.54M
CMCSA
Comcast Corp

Communication Services
-2.91K
- 6.41%
$32.84 - $36.72 $95.7K - $107K
42.5K $1.52M
ACN
Accenture PLC

Technology
-302
- 7.77%
$279.23 - $323.21 $84.3K - $97.6K
3.59K $1.07M
QCOM
Qualcomm Inc

Technology
-1.09K
- 13.75%
$124.66 - $159.48 $136K - $174K
6.86K $1.09M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-311
- 13.27%
$212.1 - $244.27 $66K - $76K
2.03K $444K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-2.23K
- 7.98%
$48.13 - $49.85 $107K - $111K
25.7K $1.26M
WHR
Whirlpool Corp

Consumer Cyclical
-1.75K
- 34.14%
$75.71 - $101.42 $132K - $177K
3.37K $341K
FDX
Fedex Corp

Industrials
-405
- 30.94%
$198.07 - $245.17 $80.2K - $99.3K
904 $205K
TMUS
T Mobile Us, Inc.

Communication Services
-176
- 7.44%
$220.99 - $268.54 $38.9K - $47.3K
2.19K $521K
SBUX
Starbucks Corp

Consumer Cyclical
-287
- 2.32%
$79.69 - $99.41 $22.9K - $28.5K
12.1K $1.11M
MSI
Motorola Solutions, Inc.

Technology
-86
- 2.96%
$394.72 - $440.39 $33.9K - $37.9K
2.82K $1.19M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.71K
- 22.11%
$51.16 - $62.02 $87.6K - $106K
6.03K $373K
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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