Legacy Financial Advisors, Inc. Reduced Holdings in Q3 2024

Legacy Financial Advisors, Inc.

  • $515 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DGX
Quest Diagnostics Inc

Healthcare
-21
- 0.45%
$137.09 - $137.09 $2.88K - $2.88K
4.68K $641K
Wisdomtree U.S. Quality Growth Fund
-8.88K
- 2.3%
N/A
377K $0
Columbia International Equity Income ETF
-332
- 4.23%
N/A
7.52K $0
RIO
Rio Tinto PLC

Basic Materials
-682
- 7.43%
$59.71 - $71.21 $40.7K - $48.6K
8.49K $604K
Brookfield Corp Cl A LTD Vt Sh
-1.28K
- 12.59%
N/A
8.92K $0
AZO
Autozone Inc

Consumer Cyclical
-4
- 5.41%
$2815.0 - $3212.87 $11.3K - $12.9K
70 $220K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
-94
- 2.62%
$81.14 - $92.39 $7.63K - $8.68K
3.5K $310K
TDG
Trans Digm Group Inc

Industrials
-15
- 7.54%
$1202.03 - $1427.41 $18K - $21.4K
184 $262K
IWV
Ishares Russell 3000 ETF

ETFs
-59
- 3.85%
$294.75 - $326.73 $17.4K - $19.3K
1.47K $480K
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
-37
- 0.3%
$20.81 - $21.7 $770 - $803
12.4K $269K
DLR
Digital Realty Trust, Inc.

Real Estate
-7
- 0.51%
$144.47 - $162.98 $1.01K - $1.14K
1.36K $220K
CL
Colgate Palmolive CO

Consumer Defensive
-16
- 0.73%
$95.54 - $108.77 $1.53K - $1.74K
2.18K $226K
LYG
Lloyds Banking Group PLC

Financial Services
-1.58K
- 3.45%
$2.73 - $3.17 $4.3K - $4.99K
44.1K $137K
IGRO
Ishares Tr International Divid

ETFs
-198
- 4.84%
$66.7 - $75.25 $13.2K - $14.9K
3.9K $290K
SAN
Banco Santander, S.A.

Financial Services
-1.55K
- 3.13%
$4.37 - $5.16 $6.76K - $7.98K
48K $244K
VB
Vanguard Small Cap ETF

ETFs
-41
- 3.19%
$214.77 - $237.72 $8.81K - $9.75K
1.24K $294K
HRL
Hormel Foods Corp

Consumer Defensive
-234
- 1.2%
$30.04 - $33.14 $7.03K - $7.75K
19.2K $608K
BSX
Boston Scientific Corp

Healthcare
-130
- 3.17%
$72.96 - $84.0 $9.48K - $10.9K
3.98K $333K
DD
Du Pont De Nemours, Inc.

Basic Materials
-117
- 3.55%
$77.22 - $89.49 $9.03K - $10.5K
3.18K $283K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-276
- 0.76%
$49.93 - $51.15 $13.8K - $14.1K
35.9K $1.84M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-19
- 3.92%
$1015.62 - $1159.62 $19.3K - $22K
466 $536K
MO
Altria Group, Inc.

Consumer Defensive
-88
- 1.63%
$45.95 - $54.71 $4.04K - $4.81K
5.32K $271K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-497
- 0.83%
$51.78 - $52.98 $25.7K - $26.3K
59.6K $3.16M
PFG
Principal Financial Group Inc

Financial Services
-91
- 1.63%
$72.94 - $87.46 $6.64K - $7.96K
5.48K $471K
JKHY
Henry Jack & Associates Inc

Technology
-39
- 0.94%
$160.87 - $177.06 $6.27K - $6.91K
4.09K $722K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-59
- 0.7%
$94.31 - $103.26 $5.56K - $6.09K
8.35K $856K
HII
Huntington Ingalls Industries, Inc.

Industrials
-33
- 1.19%
$241.93 - $282.86 $7.98K - $9.33K
2.74K $723K
OMC
Omnicom Group Inc.

Communication Services
-126
- 3.16%
$87.69 - $103.9 $11K - $13.1K
3.87K $399K
PAYX
Paychex Inc

Industrials
-289
- 5.55%
$116.17 - $135.19 $33.6K - $39.1K
4.92K $660K
AFL
Aflac Inc

Financial Services
-99
- 4.02%
$88.52 - $111.8 $8.76K - $11.1K
2.37K $264K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-1.24K
- 1.98%
$56.04 - $62.99 $69.5K - $78.2K
61.6K $3.76M
IVV
Ishares Core S&P 500 ETF

ETFs
-240
- 3.9%
$520.18 - $576.82 $125K - $138K
5.92K $3.42M
CEG
Constellation Energy Corp

Utilities
-50
- 4.79%
$167.08 - $262.86 $8.35K - $13.1K
993 $258K
SO
Southern CO

Utilities
-123
- 2.39%
$77.0 - $90.52 $9.47K - $11.1K
5.03K $453K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-1.51K
- 1.28%
$25.38 - $26.27 $38.2K - $39.5K
116K $3.06M
CCI
Crown Castle International Corp

Real Estate
-38
- 1.26%
$95.29 - $120.24 $3.62K - $4.57K
2.99K $354K
GE
General Electric CO

Industrials
-756
- 11.0%
$156.66 - $189.66 $118K - $143K
6.12K $1.15M
FE
Firstenergy Corp

Utilities
-4
- 0.03%
$38.25 - $44.54 $153 - $178
11.7K $518K
AEM
Agnico Eagle Mines LTD

Basic Materials
-80
- 1.54%
$65.04 - $84.24 $5.2K - $6.74K
5.1K $410K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-354
- 0.67%
$44.65 - $47.21 $15.8K - $16.7K
52.2K $2.44M
INGR
Ingredion Inc

Consumer Defensive
-55
- 1.4%
$111.98 - $137.59 $6.16K - $7.57K
3.88K $533K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-69
- 0.77%
$97.66 - $119.74 $6.74K - $8.26K
8.9K $995K
ETR
Entergy Corp

Utilities
-1.48K
- 12.8%
$104.75 - $131.61 $155K - $194K
10K $1.32M
EMN
Eastman Chemical CO

Basic Materials
-68
- 0.95%
$93.82 - $113.74 $6.38K - $7.73K
7.12K $797K
SWK
Stanley Black & Decker, Inc.

Industrials
-83
- 2.17%
$77.75 - $110.17 $6.45K - $9.14K
3.74K $412K
UL
Unilever PLC

Consumer Defensive
-635
- 3.85%
$54.7 - $65.59 $34.7K - $41.6K
15.9K $1.03M
MDT
Medtronic PLC

Healthcare
-237
- 1.8%
$76.84 - $91.03 $18.2K - $21.6K
13K $1.17M
VEA
Vanguard Ftse Developed Market

ETFs
-331
- 0.75%
$47.6 - $53.31 $15.8K - $17.6K
43.6K $2.3M
O
Realty Income Corp

Real Estate
-52
- 0.4%
$52.36 - $63.42 $2.72K - $3.3K
12.8K $811K
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
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