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
ISRG
Intuitive Surgical Inc

Healthcare
-61
- 2.62%
$476.63 - $610.45 $29.1K - $37.2K
2.26K $1.12M
CDNS
Cadence Design Systems Inc

Technology
-81
- 5.88%
$233.96 - $324.52 $19K - $26.3K
1.3K $329K
CSX
Csx Corp

Industrials
-1.85K
- 18.51%
$29.11 - $33.67 $53.8K - $62.2K
8.13K $239K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-1.01K
- 1.69%
$54.25 - $57.64 $54.9K - $58.3K
59K $3.25M
M
Macy'S, Inc.

Consumer Cyclical
-9
- 0.05%
$12.56 - $16.82 $113 - $151
16.5K $207K
VFC
V F Corp

Consumer Cyclical
-116
- 0.99%
$15.52 - $26.93 $1.8K - $3.12K
11.7K $180K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-227
- 5.53%
$93.57 - $120.35 $21.2K - $27.3K
3.88K $371K
CLX
Clorox CO

Consumer Defensive
-100
- 2.78%
$141.76 - $162.89 $14.2K - $16.3K
3.5K $515K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-117
- 1.55%
$89.18 - $104.04 $10.4K - $12.2K
7.45K $681K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-891
- 3.09%
$49.25 - $50.66 $43.9K - $45.1K
27.9K $1.39M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-341
- 8.95%
$77.67 - $90.15 $26.5K - $30.7K
3.47K $271K
HON
Honeywell International Inc

Industrials
-14
- 0.38%
$202.75 - $226.52 $2.84K - $3.17K
3.72K $786K
RY
Royal Bank Of Canada

Financial Services
-142
- 3.36%
$108.81 - $123.4 $15.5K - $17.5K
4.09K $460K
SPG
Simon Property Group Inc

Real Estate
-192
- 7.59%
$159.48 - $187.78 $30.6K - $36.1K
2.34K $388K
DOCU
Docusign, Inc.

Technology
-20
- 0.39%
$74.7 - $97.7 $1.49K - $1.95K
5.07K $412K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-1.57K
- 4.01%
$44.41 - $45.98 $69.5K - $72K
37.5K $1.71M
HRL
Hormel Foods Corp

Consumer Defensive
-1.01K
- 5.64%
$28.29 - $31.52 $28.6K - $31.9K
16.9K $523K
DD
Du Pont De Nemours, Inc.

Basic Materials
-451
- 13.47%
$72.7 - $84.32 $32.8K - $38K
2.9K $216K
EMN
Eastman Chemical CO

Basic Materials
-155
- 2.36%
$87.05 - $103.47 $13.5K - $16K
6.42K $566K
OMC
Omnicom Group Inc.

Communication Services
-187
- 4.94%
$79.43 - $88.34 $14.9K - $16.5K
3.6K $298K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-207
- 3.21%
$96.18 - $109.82 $19.9K - $22.7K
6.24K $638K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-14
- 1.79%
$507.05 - $563.67 $7.1K - $7.89K
766 $393K
PNFP
Pinnacle Financial Partners Inc

Financial Services
-61
- 2.53%
$99.42 - $126.15 $6.06K - $7.7K
2.35K $249K
SNA
Snap On Inc

Industrials
-37
- 0.63%
$324.09 - $358.62 $12K - $13.3K
5.86K $1.97M
AMP
Ameriprise Financial Inc

Financial Services
-9
- 2.0%
$472.29 - $575.13 $4.25K - $5.18K
442 $213K
AFG
American Financial Group Inc

Financial Services
-8
- 0.19%
$119.82 - $138.45 $959 - $1.11K
4.12K $540K
INGR
Ingredion Inc

Consumer Defensive
-121
- 3.31%
$125.6 - $137.36 $15.2K - $16.6K
3.53K $477K
CMA
Comerica Inc

Financial Services
-184
- 3.88%
$56.11 - $68.38 $10.3K - $12.6K
4.56K $269K
SEIC
Sei Investments CO

Financial Services
-3
- 0.06%
$72.08 - $86.58 $216 - $260
4.65K $360K
SONY
Sony Group Corp

Technology
-8.32K
- 18.71%
$19.88 - $25.64 $165K - $213K
36.1K $917K
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
-1.06K
- 8.33%
$21.05 - $21.54 $22.4K - $22.9K
11.7K $247K
IWV
Ishares Russell 3000 ETF

ETFs
-23
- 2.64%
$313.1 - $349.83 $7.2K - $8.05K
849 $269K
GIS
General Mills Inc

Consumer Defensive
-76
- 1.79%
$57.56 - $65.3 $4.37K - $4.96K
4.16K $248K
INTU
Intuit Inc

Technology
-3
- 0.23%
$555.63 - $630.23 $1.67K - $1.89K
1.29K $791K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-38
- 1.58%
$120.24 - $134.3 $4.57K - $5.1K
2.37K $288K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-922
- 6.04%
$27.01 - $28.54 $24.9K - $26.3K
14.3K $400K
OKE
Oneok Inc

Energy
-72
- 2.65%
$89.57 - $109.85 $6.45K - $7.91K
2.64K $262K
IGRO
Ishares Tr International Divid

ETFs
-264
- 7.83%
$66.91 - $73.87 $17.7K - $19.5K
3.11K $224K
ABC
Amerisourcebergen Corp

Healthcare
-23
- 0.88%
N/A
2.58K $477K
LECO
Lincoln Electric Holdings Inc

Industrials
-29
- 1.36%
$180.51 - $216.81 $5.23K - $6.29K
2.1K $397K
Arista Networks Inc Com Shs
-229
- 6.9%
N/A
3.09K $0
Ge Healthcare Technologies Inc Common Stock
-16
- 0.57%
N/A
2.81K $0
Wisdomtree U.S. Quality Growth Fund
-1.71K
- 0.48%
N/A
356K $0
Blackrock Inc
-35
- 4.96%
N/A
671 $0
JKHY
Henry Jack & Associates Inc

Technology
-146
- 3.81%
$166.47 - $191.28 $24.3K - $27.9K
3.68K $672K
MA
Mastercard Inc

Financial Services
-144
- 3.67%
$504.67 - $576.31 $72.7K - $83K
3.78K $2.07M
FE
Firstenergy Corp

Utilities
-29
- 0.25%
$37.95 - $43.5 $1.1K - $1.26K
11.5K $465K
LYG
Lloyds Banking Group PLC

Financial Services
-9.61K
- 24.11%
$2.58 - $3.9 $24.8K - $37.5K
30.2K $115K
MSM
Msc Industrial Direct CO Inc

Industrials
-127
- 2.05%
$74.45 - $83.08 $9.46K - $10.6K
6.07K $471K
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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