Legacy Financial Advisors, Inc. Reduced Holdings in Q4 2024

Legacy Financial Advisors, Inc.

  • $513 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TFC
Truist Financial Corp

Financial Services
-46.1K
- 53.72%
$41.51 - $48.1 $1.92M - $2.22M
39.7K $1.72M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-272
- 0.03%
$80.93 - $85.66 $22K - $23.3K
785K $63.5M
DWM
Wisdomtree Tr

ETFs
-15.5K
- 16.31%
$52.54 - $57.11 $812K - $883K
79.3K $4.18M
DNL
Wiswisdomtree Tr

ETFs
-22.2K
- 17.07%
$35.98 - $39.39 $800K - $876K
108K $3.89M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-9.91K
- 11.64%
$88.59 - $94.57 $878K - $937K
75.2K $6.68M
MRK
Merck & Co., Inc.

Healthcare
-6.64K
- 35.71%
$96.31 - $114.76 $640K - $762K
12K $1.19M
IEFA
Ishares Tr

ETFs
-4.63K
- 6.36%
$70.06 - $77.43 $324K - $358K
68.2K $4.79M
LMT
Lockheed Martin Corp

Industrials
-1.05K
- 37.83%
$479.66 - $614.62 $503K - $644K
1.72K $836K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-13.2K
- 25.19%
$44.87 - $46.86 $590K - $617K
39.1K $1.75M
JNJ
Johnson & Johnson

Healthcare
-2.05K
- 11.38%
$143.34 - $165.86 $293K - $340K
15.9K $2.31M
DGRO
Ishares Core Dividend Growth E

ETFs
-4.45K
- 2.25%
$60.73 - $64.94 $270K - $289K
194K $11.9M
PEG
Public Service Enterprise Group Inc

Utilities
-5.83K
- 60.35%
$81.87 - $94.51 $477K - $551K
3.83K $323K
PFE
Pfizer Inc

Healthcare
-11.8K
- 22.53%
$24.8 - $30.19 $292K - $355K
40.4K $1.07M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-1.55K
- 2.51%
$55.45 - $61.08 $85.8K - $94.5K
60K $3.33M
MSM
Msc Industrial Direct CO Inc

Industrials
-4.17K
- 40.24%
$73.09 - $90.18 $305K - $376K
6.2K $462K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-6.73K
- 11.3%
$51.58 - $52.91 $347K - $356K
52.8K $2.73M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-166
- 18.57%
$701.85 - $1046.91 $117K - $174K
728 $518K
ELV
Elevance Health, Inc.

Healthcare
-566
- 42.65%
$365.96 - $514.62 $207K - $291K
761 $281K
ADBE
Adobe Inc.

Technology
-547
- 26.5%
$437.39 - $552.96 $239K - $302K
1.52K $674K
LLY
Eli Lilly & CO

Healthcare
-62
- 2.06%
$727.2 - $932.06 $45.1K - $57.8K
2.95K $2.28M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-7.07K
- 19.68%
$49.79 - $51.14 $352K - $361K
28.8K $1.45M
PEP
Pepsico Inc

Consumer Defensive
-1.44K
- 15.3%
$151.29 - $176.1 $218K - $254K
7.99K $1.21M
AMD
Advanced Micro Devices Inc

Technology
-752
- 13.07%
$118.88 - $172.8 $89.4K - $130K
5K $604K
CTAS
Cintas Corp

Industrials
-811
- 9.95%
$182.7 - $226.47 $148K - $184K
7.34K $1.34M
AZN
Astrazeneca PLC

Healthcare
-2.74K
- 27.92%
$63.2 - $79.58 $173K - $218K
7.07K $463K
GD
General Dynamics Corp

Industrials
-408
- 8.43%
$260.28 - $314.03 $106K - $128K
4.43K $1.17M
HII
Huntington Ingalls Industries, Inc.

Industrials
-424
- 15.48%
$184.96 - $264.65 $78.4K - $112K
2.32K $437K
DVN
Devon Energy Corp

Energy
-5.35K
- 31.87%
$30.52 - $42.96 $163K - $230K
11.4K $374K
VZ
Verizon Communications Inc

Communication Services
-1.55K
- 3.9%
$39.6 - $45.21 $61.2K - $69.9K
38.1K $1.52M
UNP
Union Pacific Corp

Industrials
-501
- 6.58%
$223.15 - $249.32 $112K - $125K
7.12K $1.62M
FITB
Fifth Third Bancorp

Financial Services
-4.83K
- 5.9%
$41.76 - $48.44 $202K - $234K
77.1K $3.26M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-2.97K
- 41.94%
$97.09 - $120.01 $288K - $356K
4.11K $443K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-41
- 1.89%
$501.29 - $612.85 $20.6K - $25.1K
2.13K $1.11M
CMCSA
Comcast Corp

Communication Services
-662
- 1.46%
$37.39 - $45.14 $24.8K - $29.9K
44.8K $1.68M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-5.19K
- 4.46%
$25.3 - $26.31 $131K - $137K
111K $2.85M
EMN
Eastman Chemical CO

Basic Materials
-542
- 7.61%
$90.03 - $110.64 $48.8K - $60K
6.58K $600K
IWV
Ishares Russell 3000 ETF

ETFs
-600
- 40.76%
$323.08 - $349.08 $194K - $209K
872 $291K
MPC
Marathon Petroleum Corp

Energy
-636
- 15.18%
$131.65 - $174.84 $83.7K - $111K
3.55K $495K
DHR
Danaher Corp

Healthcare
-186
- 6.87%
$226.16 - $274.52 $42.1K - $51.1K
2.52K $579K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.76K
- 22.63%
$61.68 - $67.87 $170K - $187K
9.44K $587K
PSX
Phillips 66

Energy
-439
- 6.36%
$110.35 - $138.93 $48.4K - $61K
6.47K $736K
TTE
Total Energies Se

Energy
-2.33K
- 15.85%
N/A
12.4K $849K
IVV
Ishares Core S&P 500 ETF

ETFs
-390
- 6.59%
$570.51 - $610.59 $222K - $238K
5.53K $3.26M
ORCL
Oracle Corp

Technology
-495
- 2.54%
$165.41 - $192.43 $81.9K - $95.3K
19K $3.16M
CI
Cigna Corp

Healthcare
-151
- 9.99%
$265.59 - $358.58 $40.1K - $54.1K
1.36K $375K
CLX
Clorox CO

Consumer Defensive
-888
- 19.79%
$156.51 - $169.74 $139K - $151K
3.6K $584K
VTI
Vanguard Total Stock Market Et

ETFs
-805
- 5.76%
$280.04 - $302.45 $225K - $243K
13.2K $3.82M
PLD
Prologis, Inc.

Real Estate
-373
- 8.54%
$101.4 - $126.96 $37.8K - $47.4K
4K $422K
CCI
Crown Castle International Corp

Real Estate
-467
- 15.62%
$89.78 - $119.11 $41.9K - $55.6K
2.52K $228K
Activity Summary
Buys All Purchases 196 New Holdings 19 Increased Positions 177 Sells All Sells 131 Reductions 131 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