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
$215B
$791,000 0.16% of portfolio
1,289
Q1 2025 Reduced 0.23%
$152B
$786,000 0.16% of portfolio
3,716
Q1 2025 Reduced 0.38%
$193B
$773,000 0.16% of portfolio
2,017
Q1 2025 Added 32.96%
$125B
$789,000 0.16% of portfolio
1,767
Q1 2025 Added 2.61%
$156B
$811,000 0.16% of portfolio
1,730
Q1 2025 Added 5.55%
$106B
$816,000 0.16% of portfolio
13,381
Q1 2025 Added 6.47%
$53.1B
$818,000 0.16% of portfolio
3,951
Q1 2025 Added 0.69%
$89.6B
$741,000 0.15% of portfolio
6,076
Q1 2025 Added 3.19%
$206B
$736,000 0.15% of portfolio
8,210
Q1 2025 Reduced 31.37%
$204B
$734,000 0.15% of portfolio
923
Q1 2025 Reduced 5.82%
$5.76B
$726,000 0.15% of portfolio
507
Q1 2025 Added 4.75%
$25.4B
$726,000 0.15% of portfolio
4,134
Q1 2025 Added 1.4%
$92.8B
$770,000 0.15% of portfolio
17,391
Q1 2025 Added 21.13%
$62.5B
$709,000 0.14% of portfolio
2,406
Q1 2025 Added 9.51%
$189B
$711,000 0.14% of portfolio
2,156
Q1 2025 Added 0.05%
$56B
$712,000 0.14% of portfolio
4,619
Q1 2025 Reduced 0.54%
$223B
$700,000 0.14% of portfolio
6,006
Q1 2025 Reduced 5.54%
$167B
$677,000 0.14% of portfolio
1,333
Q1 2025 Added 1.45%
$129B
$691,000 0.14% of portfolio
2,543
Q1 2025 Added 1.19%
$56.1B
$629,000 0.13% of portfolio
992
Q1 2025 Added 36.26%
$41B
$655,000 0.13% of portfolio
4,163
Q1 2025 Added 6.12%
$149B
$646,000 0.13% of portfolio
4,455
Q1 2025 Added 6.07%
$295B
$630,000 0.13% of portfolio
2,365
Q1 2025 Added 4.46%
$86.2B
$640,000 0.13% of portfolio
1,053
Q1 2025 Added 1.84%
$458M
$625,000 0.13% of portfolio
38,051
Q4 2024 Added 20.79%
$11.9B
$638,000 0.13% of portfolio
6,237
Q1 2025 Reduced 3.21%
$15.6B
$637,000 0.13% of portfolio
4,648
Q1 2025 Added 3.4%
$13.1B
$672,000 0.13% of portfolio
3,684
Q1 2025 Reduced 3.81%
$116B
$612,000 0.12% of portfolio
5,830
Q1 2025 Reduced 25.5%
$96.4B
$594,000 0.12% of portfolio
9,892
Q1 2025 Reduced 0.02%
$21.7B
$591,000 0.12% of portfolio
6,435
Q1 2025 Reduced 8.1%
$107B
$589,000 0.12% of portfolio
14,241
Q1 2025 Added 12.38%
$9.94B
$616,000 0.12% of portfolio
14,245
Q1 2025 New
$142B
$562,000 0.11% of portfolio
5,576
Q1 2025 Added 4.81%
$86.5B
$549,000 0.11% of portfolio
8,422
Q1 2025 Added 5.3%
$69.1B
$533,000 0.11% of portfolio
4,161
Q1 2025 Added 2.56%
$199B
$535,000 0.11% of portfolio
5,212
Q1 2025 Added 4.2%
$10.5B
$540,000 0.11% of portfolio
4,119
Q1 2025 Reduced 0.19%
$13.5B
$537,000 0.11% of portfolio
2,731
Q1 2025 Reduced 29.56%
$218B
$539,000 0.11% of portfolio
117
Q1 2025 Added 5.41%
$46.8B
$550,000 0.11% of portfolio
8,137
Q1 2025 Added 1.23%
$46.3B
$550,000 0.11% of portfolio
9,824
Q1 2025 Added 5.52%
$9.75B
$566,000 0.11% of portfolio
6,424
Q1 2025 Reduced 2.36%
$77.1B
$570,000 0.11% of portfolio
3,182
Q1 2025 Added 21.87%
$108B
$571,000 0.11% of portfolio
2,343
Q1 2025 Added 1.12%
$160B
$572,000 0.11% of portfolio
7,311
Q1 2025 Added 10.14%
$22.8B
$510,000 0.1% of portfolio
14,082
Q1 2025 Added 1.32%
$41.9B
$508,000 0.1% of portfolio
50,690
Q1 2025 Added 6.47%
$53.3B
$504,000 0.1% of portfolio
4,657
Q1 2025 Reduced 13.76%

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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