Legacy Financial Advisors, Inc. Sells in Q1 2025

Legacy Financial Advisors, Inc.

  • $498 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DNL
Wiswisdomtree Tr

ETFs
-102K
- 94.32%
$35.56 - $38.21 $3.62M - $3.89M
6.13K $218K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-41.6K
- 55.27%
$87.68 - $94.52 $3.64M - $3.93M
33.6K $3.15M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.72K
- 9.82%
$222.15 - $428.22 $382K - $736K
15.8K $4.09M
NVDA
Nvidia Corp

Technology
-292
- 0.29%
$106.98 - $149.43 $31.2K - $43.6K
102K $11M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-6.93K
- 3.29%
$120.29 - $134.6 $833K - $933K
204K $24.9M
MSFT
Microsoft Corp

Technology
-1.12K
- 3.16%
$375.39 - $447.2 $419K - $500K
34.2K $12.9M
AVGO
Broadcom Inc.

Technology
-678
- 4.35%
$167.43 - $244.7 $114K - $166K
14.9K $2.49M
GOOGL
Alphabet Inc.

Communication Services
-267
- 0.96%
$154.33 - $206.19 $41.2K - $55.1K
27.4K $4.24M
GOOG
Alphabet Inc.

Communication Services
-543
- 2.12%
$156.06 - $207.71 $84.7K - $113K
25.1K $3.92M
VONG
Vanguard Russell 1000 Growth E

ETFs
-4.18K
- 8.44%
$92.71 - $107.38 $387K - $449K
45.4K $4.21M
CRM
Salesforce, Inc.

Technology
-94
- 1.43%
$268.36 - $359.95 $25.2K - $33.8K
6.46K $1.73M
MRK
Merck & Co., Inc.

Healthcare
-3.75K
- 31.37%
$83.01 - $101.02 $311K - $379K
8.21K $736K
RHI
Robert Half International Inc.

Industrials
-3.52K
- 30.7%
$51.96 - $71.3 $183K - $251K
7.95K $433K
KO
Coca Cola CO

Consumer Defensive
-9.84K
- 26.58%
$60.81 - $72.32 $598K - $711K
27.2K $1.95M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-452
- 5.19%
$165.25 - $224.62 $74.7K - $102K
8.26K $1.37M
DGRO
Ishares Core Dividend Growth E

ETFs
-6.69K
- 3.45%
$60.46 - $64.42 $404K - $431K
187K $11.6M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
-154
- 0.07%
$79.96 - $87.71 $12.3K - $13.5K
217K $17.9M
NOW
Service Now, Inc.

Technology
-57
- 5.82%
$783.83 - $1170.39 $44.7K - $66.7K
923 $734K
RGA
Reinsurance Group Of America Inc

Financial Services
-1.15K
- 29.56%
$186.01 - $231.1 $213K - $265K
2.73K $537K
OCC
Optical Cable Corp

Technology
-45.9K
- 28.48%
$2.79 - $6.13 $128K - $281K
115K $321K
EFG
Msci Eafe Growth ETF

ETFs
-2.95K
- 42.46%
$96.1 - $106.37 $284K - $314K
4K $399K
BA
Boeing CO

Industrials
-1.15K
- 10.5%
$148.15 - $186.25 $171K - $215K
9.82K $1.67M
DHR
Danaher Corp

Healthcare
-803
- 31.83%
$201.62 - $250.59 $162K - $201K
1.72K $352K
TFC
Truist Financial Corp

Financial Services
-2.97K
- 7.47%
$39.48 - $48.15 $117K - $143K
36.8K $1.51M
USB
Us Bancorp \De\

Financial Services
-588
- 1.83%
$40.92 - $50.9 $24.1K - $29.9K
31.5K $1.33M
UPS
United Parcel Service Inc

Industrials
-216
- 1.96%
$109.66 - $136.26 $23.7K - $29.4K
10.8K $1.19M
TROW
Price T Rowe Group Inc

Financial Services
-567
- 8.1%
$91.57 - $116.93 $51.9K - $66.3K
6.44K $591K
WMT
Walmart Inc.

Consumer Defensive
-1.48K
- 5.64%
$84.5 - $105.05 $125K - $155K
24.8K $2.18M
HD
Home Depot, Inc.

Consumer Cyclical
-43
- 0.55%
$347.25 - $424.87 $14.9K - $18.3K
7.72K $2.83M
ACN
Accenture PLC

Technology
-96
- 2.41%
$300.91 - $398.25 $28.9K - $38.2K
3.89K $1.21M
TM
Toyota Motor Corp

Consumer Cyclical
-433
- 8.4%
$176.53 - $195.35 $76.4K - $84.6K
4.72K $833K
DIS
Walt Disney CO

Communication Services
-33
- 0.25%
$96.87 - $114.0 $3.2K - $3.76K
13K $1.28M
COP
Conocophillips

Energy
-2K
- 25.5%
$88.6 - $105.85 $177K - $211K
5.83K $612K
WHR
Whirlpool Corp

Consumer Cyclical
-337
- 6.19%
$88.58 - $133.14 $29.9K - $44.9K
5.11K $460K
PID
Invesco Exchange Traded Fd Tr

ETFs
-9.17K
- 19.62%
N/A
37.5K $670K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-2.84K
- 5.37%
$51.26 - $52.53 $145K - $149K
50K $2.58M
SHOP
Shopify Inc.

Technology
-346
- 3.09%
$90.59 - $129.31 $31.3K - $44.7K
10.9K $1.04M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-4.34K
- 3.9%
$25.12 - $26.05 $109K - $113K
107K $2.7M
BX
Blackstone Inc.

Financial Services
-454
- 20.06%
$136.53 - $186.74 $62K - $84.8K
1.81K $252K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.69K
- 17.95%
$57.21 - $65.8 $96.9K - $111K
7.74K $451K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-1.23K
- 16.84%
$47.79 - $59.89 $58.8K - $73.7K
6.08K $305K
SQ
Block, Inc.

Technology
-45
- 1.21%
$54.04 - $92.95 $2.43K - $4.18K
3.69K $211K
AXP
American Express CO

Financial Services
-72
- 2.33%
$255.39 - $325.87 $18.4K - $23.5K
3.01K $810K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-211
- 2.46%
$119.87 - $145.05 $25.3K - $30.6K
8.36K $1.05M
BAC
Bank Of America Corp

Financial Services
-354
- 0.9%
$39.61 - $47.74 $14K - $16.9K
38.9K $1.62M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-624
- 18.35%
$102.49 - $119.96 $64K - $74.9K
2.78K $290K
EMR
Emerson Electric CO

Industrials
-582
- 23.0%
$108.64 - $131.17 $63.2K - $76.3K
1.95K $213K
MS
Morgan Stanley

Financial Services
-352
- 5.54%
$111.68 - $141.08 $39.3K - $49.7K
6.01K $700K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-10
- 0.38%
$307.43 - $357.48 $3.07K - $3.57K
2.63K $812K
Activity Summary
Buys All Purchases 225 New Holdings 35 Increased Positions 190 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 0 Puts 0
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