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
AEM
Agnico Eagle Mines LTD

Basic Materials
-1.05K
- 22.46%
$99.48 - $124.46 $104K - $130K
3.61K $429K
EXPD
Expeditors International Of Washington Inc

Industrials
-416
- 12.01%
$102.84 - $122.24 $42.8K - $50.9K
3.05K $348K
YUM
Yum Brands Inc

Consumer Cyclical
-196
- 4.71%
$138.36 - $161.45 $27.1K - $31.6K
3.97K $587K
AON
Aon PLC

Financial Services
-54
- 5.59%
$335.85 - $398.81 $18.1K - $21.5K
912 $325K
OKE
Oneok Inc

Energy
-61
- 2.31%
$78.71 - $100.37 $4.8K - $6.12K
2.58K $210K
ROP
Roper Technologies Inc

Industrials
-62
- 14.69%
$519.19 - $590.78 $32.2K - $36.6K
360 $204K
CTRA
Coterra Energy Inc.

Energy
-16
- 0.16%
$22.6 - $29.07 $362 - $465
9.92K $251K
NOC
Northrop Grumman Corp

Industrials
-34
- 4.82%
$456.3 - $540.39 $15.5K - $18.4K
671 $335K
AFL
Aflac Inc

Financial Services
-105
- 4.84%
$99.77 - $112.45 $10.5K - $11.8K
2.07K $217K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-67
- 0.47%
$24.32 - $27.87 $1.63K - $1.87K
14.3K $378K
BX
Blackstone Inc.

Financial Services
-249
- 13.76%
$120.07 - $151.11 $29.9K - $37.6K
1.56K $233K
ADSK
Autodesk, Inc.

Technology
-69
- 1.8%
N/A
3.76K $925K
AEP
American Electric Power CO Inc

Utilities
-50
- 2.44%
$98.59 - $109.11 $4.93K - $5.46K
2K $207K
RGA
Reinsurance Group Of America Inc

Financial Services
-100
- 3.66%
$168.32 - $209.71 $16.8K - $21K
2.63K $521K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-248
- 8.93%
$90.56 - $109.49 $22.5K - $27.2K
2.53K $276K
AMCR
Amcor PLC

Consumer Cyclical
-164
- 0.73%
$8.57 - $9.81 $1.41K - $1.61K
22.3K $205K
CMI
Cummins Inc

Industrials
-63
- 9.32%
$267.12 - $336.65 $16.8K - $21.2K
613 $200K
FDS
Factset Research Systems Inc

Financial Services
-10
- 1.16%
$398.85 - $473.32 $3.99K - $4.73K
850 $380K
WM
Waste Management Inc

Industrials
-16
- 0.95%
$216.47 - $242.1 $3.46K - $3.87K
1.67K $381K
ITW
Illinois Tool Works Inc

Industrials
-8
- 0.8%
$218.41 - $252.43 $1.75K - $2.02K
992 $245K
Canadian Pacific Kansas City Com
-117
- 3.94%
N/A
2.85K $0
XC
Wisdomtree Tr Emerging Mkts Ex
-2.12K
- 0.33%
N/A
639K $0
Wisdomtree U.S. Quality Growth Fund
-1.49K
- 0.42%
N/A
354K $0
Lam Research Corp
-211
- 3.34%
N/A
6.11K $0
Barrick Gold Corp F
-1.91K
- 14.34%
N/A
11.4K $0
Arista Networks Inc Com Shs
-293
- 9.49%
N/A
2.8K $0
BMO
Bank Of Montreal

Financial Services
-293
- 12.28%
$87.54 - $110.63 $25.6K - $32.4K
2.09K $231K
ADP
Automatic Data Processing Inc

Industrials
-16
- 0.41%
$276.76 - $326.81 $4.43K - $5.23K
3.89K $1.2M
PNFP
Pinnacle Financial Partners Inc

Financial Services
-8
- 0.34%
$87.19 - $111.51 $698 - $892
2.35K $258K
F
Ford Motor CO

Consumer Cyclical
-2.65K
- 5.22%
$8.69 - $10.85 $23K - $28.7K
48K $521K
VO
Vanguard Mid Cap ETF

ETFs
-4
- 0.46%
$228.54 - $279.83 $914 - $1.12K
868 $242K
DOV
Dover Corp

Industrials
-48
- 1.16%
$151.14 - $186.7 $7.25K - $8.96K
4.09K $748K
ADM
Archer Daniels Midland CO

Consumer Defensive
-98
- 1.68%
$41.79 - $54.16 $4.1K - $5.31K
5.74K $303K
MCO
Moodys Corp

Financial Services
-25
- 2.5%
$396.7 - $501.59 $9.92K - $12.5K
977 $490K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-174
- 4.47%
$86.93 - $109.64 $15.1K - $19.1K
3.72K $407K
KR
Kroger CO

Consumer Defensive
-17
- 0.21%
$64.62 - $74.0 $1.1K - $1.26K
8.12K $582K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-49
- 3.94%
$201.28 - $266.34 $9.86K - $13.1K
1.2K $318K
MTB
M&T Bank Corp

Financial Services
-12
- 0.45%
$156.58 - $193.99 $1.88K - $2.33K
2.65K $514K
MA
Mastercard Inc

Financial Services
-21
- 0.56%
$479.92 - $590.74 $10.1K - $12.4K
3.76K $2.11M
ADI
Analog Devices Inc

Technology
-465
- 11.02%
$164.6 - $238.02 $76.5K - $111K
3.75K $893K
SEIC
Sei Investments CO

Financial Services
-45
- 0.97%
$66.45 - $89.86 $2.99K - $4.04K
4.6K $413K
MAR
Marriott International Inc

Consumer Cyclical
-9
- 0.54%
$211.12 - $274.14 $1.9K - $2.47K
1.66K $452K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-1.16K
- 3.97%
$59.24 - $71.39 $68.7K - $82.7K
28.1K $2M
SNPS
Synopsys Inc

Technology
-23
- 2.32%
$380.9 - $517.66 $8.76K - $11.9K
970 $497K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-43
- 0.51%
$57.41 - $74.81 $2.47K - $3.22K
8.38K $622K
USB
Us Bancorp \De\

Financial Services
-502
- 1.59%
$36.4 - $45.76 $18.3K - $23K
31K $1.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
-136
- 4.81%
$496.48 - $617.85 $67.5K - $84K
2.69K $1.66M
KLAC
Kla Corp

Technology
-59
- 8.97%
$576.53 - $902.94 $34K - $53.3K
599 $536K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-13
- 0.27%
$113.67 - $150.4 $1.48K - $1.96K
4.79K $719K
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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