Legacy Financial Advisors, Inc. Portfolio Holdings

Legacy Financial Advisors, Inc.

  • $498 Million
  • Q1 2025

Legacy Financial Advisors, Inc. has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $498 Million distributed in 362 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Tr Us Quality Divid with a value of $64.2M, Ishares Core S&P Total U.S. St with a value of $24.9M, Apple Inc. with a value of $18.3M, Wisdomtree Tr Wisdomtree U.S. with a value of $17.9M, and Jp Morgan Tr Mun ETF (De) with a value of $15.2M.

Examining the 13F form we can see an decrease of $14.5M in the current position value, from $513M to 498M.

Below you can find more details about Legacy Financial Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $498 Million
ETFs: $189 Million
Technology: $78.8 Million
Financial Services: $55.1 Million
Healthcare: $32.2 Million
Consumer Defensive: $29.3 Million
Industrials: $28.9 Million
Consumer Cyclical: $28.2 Million
Communication Services: $26.3 Million
Other: $30.4 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$235B
$1.37 Million 0.28% of portfolio
10,337
Q1 2025 Added 8.32%
$1.1T
$1.37 Million 0.27% of portfolio
8,255
Q1 2025 Reduced 5.19%
$16.7B
$1.32 Million 0.27% of portfolio
15,470
Q1 2025 Reduced 3.78%
$67.2B
$1.33 Million 0.27% of portfolio
31,510
Q1 2025 Reduced 1.83%
$216B
$1.28 Million 0.26% of portfolio
13,003
Q1 2025 Reduced 0.25%
$286B
$1.31 Million 0.26% of portfolio
18,304
Q1 2025 Added 13.69%
$68.8B
$1.27 Million 0.26% of portfolio
2,905
Q1 2025 Added 5.87%
$117B
$1.24 Million 0.25% of portfolio
13,772
Q1 2025 Added 3.68%
$182B
$1.24 Million 0.25% of portfolio
8,247
Q1 2025 Added 3.28%
$76.2B
$1.23 Million 0.25% of portfolio
4,523
Q1 2025 Added 2.12%
$179B
$1.22 Million 0.25% of portfolio
7,949
Q1 2025 Added 26.7%
$179B
$1.25 Million 0.25% of portfolio
18,034
Q1 2025 Added 32.25%
$74.7B
$1.19 Million 0.24% of portfolio
10,830
Q1 2025 Reduced 1.96%
$131B
$1.19 Million 0.24% of portfolio
3,902
Q1 2025 Added 2.63%
$202B
$1.21 Million 0.24% of portfolio
3,887
Q1 2025 Reduced 2.41%
$99.4B
$1.21 Million 0.24% of portfolio
12,366
Q1 2025 Added 5.8%
$136B
$1.13 Million 0.23% of portfolio
44,695
Q1 2025 Added 10.53%
$204B
$1.08 Million 0.22% of portfolio
8,141
Q1 2025 Added 2.79%
$242B
$1.11 Million 0.22% of portfolio
15,142
Q1 2025 Added 15.3%
$187B
$1.12 Million 0.22% of portfolio
2,264
Q1 2025 Reduced 2.62%
$146B
$1.08 Million 0.22% of portfolio
8,843
Q1 2025 Added 0.71%
$128B
$1.04 Million 0.21% of portfolio
10,854
Q1 2025 Reduced 3.09%
$8.28B
$1.05 Million 0.21% of portfolio
8,358
Q1 2025 Reduced 2.46%
$238B
$981,000 0.2% of portfolio
17,084
Q1 2025 Reduced 1.11%
$1.45B
$988,000 0.2% of portfolio
112,500
Q4 2022 Added 136.84%
$203B
$1 Million 0.2% of portfolio
35,364
Q1 2025 Added 17.75%
$312B
$989,000 0.2% of portfolio
1,494
Q1 2025 Added 26.08%
$80.5B
$952,000 0.19% of portfolio
15,008
Q1 2025 Added 5.11%
$210B
$968,000 0.19% of portfolio
1,773
Q1 2025 Added 11.44%
$160B
$971,000 0.19% of portfolio
16,306
Q1 2025 Added 0.77%
$53.1B
$942,000 0.19% of portfolio
3,832
Q1 2025 Added 4.84%
$32.4B
$917,000 0.18% of portfolio
36,134
Q1 2025 Reduced 18.71%
$90.7B
$900,000 0.18% of portfolio
39,674
Q1 2025 Added 8.41%
$42.9B
$913,000 0.18% of portfolio
5,720
Q1 2025 Added 1.08%
$140B
$854,000 0.17% of portfolio
3,664
Q1 2025 Added 0.88%
$35.4B
$853,000 0.17% of portfolio
14,718
Q1 2025 Added 2.51%
$356B
$844,000 0.17% of portfolio
3,145
Q1 2025 Added 7.56%
$119B
$823,000 0.17% of portfolio
2,728
Q1 2025 Added 4.2%
$254B
$833,000 0.17% of portfolio
4,724
Q1 2025 Reduced 8.4%
$120B
$850,000 0.17% of portfolio
4,218
Q1 2025 Added 10.25%
$229B
$862,000 0.17% of portfolio
11,736
Q1 2025 Added 65.93%
$33.2B
$866,000 0.17% of portfolio
14,813
Q1 2025 Added 1.85%
$173B
$860,000 0.17% of portfolio
12,536
Q1 2025 Added 1.19%
$323B
$871,000 0.17% of portfolio
6,589
Q1 2025 Added 97.39%
$3.73B
$793,000 0.16% of portfolio
13,091
Q1 2025 Reduced 2.12%
$224B
$810,000 0.16% of portfolio
3,012
Q1 2025 Reduced 2.33%
$143B
$805,000 0.16% of portfolio
11,363
Q1 2025 Added 1.55%
$92.6B
$795,000 0.16% of portfolio
23,540
Q1 2025 Added 6.99%
$57.1B
$791,000 0.16% of portfolio
6,409
Q1 2025 Reduced 0.9%

Summary

  • Portfolio
  • No. of Stocks 362
  • Current Value $498 Million
  • Prior Value $513 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 35 stocks
  • Additional Purchases 190 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 121 stocks
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