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
GLD
Spdr Gold Trust

ETFs
-16
- 0.62%
$236.59 - $257.5 $3.79K - $4.12K
2.57K $623K
ADSK
Autodesk, Inc.

Technology
-2
- 0.05%
N/A
3.66K $898K
Wisdomtree U.S. Quality Growth Fund
-19.9K
- 5.28%
N/A
357K $0
AZO
Autozone Inc

Consumer Cyclical
-1
- 1.43%
$2981.19 - $3370.27 $2.98K - $3.37K
69 $220K
Canadian Pacific Kansas City Com
-1.45K
- 33.63%
N/A
2.86K $0
AON
Aon PLC

Financial Services
-32
- 3.36%
$344.14 - $393.31 $11K - $12.6K
921 $330K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-34
- 1.39%
$124.61 - $133.96 $4.24K - $4.55K
2.4K $309K
ALL
Allstate Corp

Financial Services
-48
- 1.21%
$181.25 - $208.2 $8.7K - $9.99K
3.92K $756K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-698
- 8.03%
$77.25 - $91.3 $53.9K - $63.7K
8K $682K
CTRA
Coterra Energy Inc.

Energy
-9
- 0.09%
$22.71 - $27.63 $204 - $249
9.97K $254K
COST
Costco Wholesale Corp

Consumer Defensive
-37
- 2.11%
$873.59 - $994.69 $32.3K - $36.8K
1.72K $1.57M
WHR
Whirlpool Corp

Consumer Cyclical
-195
- 3.46%
$99.28 - $124.45 $19.4K - $24.3K
5.45K $623K
AMP
Ameriprise Financial Inc

Financial Services
-13
- 2.8%
$473.15 - $574.01 $6.15K - $7.46K
451 $240K
CDNS
Cadence Design Systems Inc

Technology
-54
- 3.77%
$249.1 - $324.54 $13.5K - $17.5K
1.38K $414K
CNP
Centerpoint Energy Inc

Utilities
-187
- 1.33%
$28.58 - $32.66 $5.34K - $6.11K
13.9K $441K
MSI
Motorola Solutions, Inc.

Technology
-11
- 0.4%
$449.08 - $504.6 $4.94K - $5.55K
2.74K $1.27M
OCC
Optical Cable Corp

Technology
-51K
- 24.03%
$2.05 - $3.87 $104K - $197K
161K $600K
GOGO
Gogo Inc.

Communication Services
-69
- 0.2%
$6.3 - $8.53 $435 - $589
35K $283K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-6
- 0.23%
$316.94 - $357.88 $1.9K - $2.15K
2.64K $907K
MA
Mastercard Inc

Financial Services
-134
- 3.3%
$491.3 - $536.15 $65.8K - $71.8K
3.92K $2.07M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-1
- 0.89%
$4100.99 - $5300.34 $4.1K - $5.3K
111 $551K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-144
- 6.19%
$173.13 - $258.09 $24.9K - $37.2K
2.18K $503K
SNA
Snap On Inc

Industrials
-676
- 10.29%
$285.44 - $371.35 $193K - $251K
5.9K $2M
META
Meta Platforms, Inc.

Communication Services
-116
- 1.06%
$554.08 - $632.68 $64.3K - $73.4K
10.9K $6.41M
VONG
Vanguard Russell 1000 Growth E

ETFs
-1.88K
- 3.65%
$95.27 - $107.82 $179K - $202K
49.5K $5.12M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-334
- 3.75%
$107.98 - $143.92 $36.1K - $48.1K
8.57K $1.15M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-154
- 1.74%
$172.07 - $207.36 $26.5K - $31.9K
8.71K $1.72M
NFLX
Netflix Inc

Communication Services
-101
- 2.37%
$687.65 - $936.56 $69.5K - $94.6K
4.15K $3.7M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
-116
- 0.05%
$79.95 - $89.42 $9.27K - $10.4K
217K $18.2M
NVDA
Nvidia Corp

Technology
-25
- 0.02%
$117.0 - $148.88 $2.93K - $3.72K
102K $13.7M
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
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