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
$23.5B
$503,000 0.1% of portfolio
33,514
Q1 2025 Added 1.17%
$97.2B
$498,000 0.1% of portfolio
5,425
Q1 2025 Added 7.83%
$101B
$495,000 0.1% of portfolio
4,430
Q1 2025 Added 10.83%
$8.92B
$492,000 0.1% of portfolio
2,415
Q1 2025 Added 4.32%
$79.5B
$489,000 0.1% of portfolio
24,987
Q1 2025 Added 10.12%
$9.06B
$477,000 0.1% of portfolio
3,531
Q1 2025 Reduced 3.31%
$32.1B
$476,000 0.1% of portfolio
2,663
Q1 2025 Added 1.37%
$15.7B
$515,000 0.1% of portfolio
3,500
Q1 2025 Reduced 2.78%
$171B
$520,000 0.1% of portfolio
7,149
Q1 2025 New
$17B
$523,000 0.1% of portfolio
16,926
Q1 2025 Reduced 5.64%
$81.1B
$523,000 0.1% of portfolio
3,592
Q1 2025 Added 1.07%
$38.4B
$477,000 0.1% of portfolio
2,577
Q1 2025 Reduced 0.88%
$121B
$447,000 0.09% of portfolio
658
Q1 2025 Added 20.07%
$4.79B
$460,000 0.09% of portfolio
5,111
Q1 2025 Reduced 6.19%
$95.7B
$460,000 0.09% of portfolio
1,400
Q1 2025 Added 2.87%
$21.6B
$459,000 0.09% of portfolio
13,149
Q1 2025 New
$77.1B
$425,000 0.09% of portfolio
993
Q1 2025 Added 8.05%
$105B
$431,000 0.09% of portfolio
7,181
Q1 2025 Added 2.22%
$69.9B
$454,000 0.09% of portfolio
2,967
Q1 2025 Added 6.46%
$37.7B
$433,000 0.09% of portfolio
6,124
Q1 2025 Added 7.78%
$4.9B
$433,000 0.09% of portfolio
7,952
Q1 2025 Reduced 30.7%
$146B
$446,000 0.09% of portfolio
1,199
Q1 2025 Added 9.1%
$179B
$460,000 0.09% of portfolio
4,087
Q1 2025 Reduced 3.36%
$22.9B
$465,000 0.09% of portfolio
11,519
Q1 2025 Reduced 0.25%
$68.8B
$465,000 0.09% of portfolio
2,268
Q1 2025 Added 3.85%
$88.9B
$466,000 0.09% of portfolio
1,002
Q1 2025 Added 16.24%
$3.86B
$471,000 0.09% of portfolio
6,068
Q1 2025 Reduced 2.05%
$11.8B
$397,000 0.08% of portfolio
2,102
Q1 2025 Reduced 1.36%
$66.1B
$398,000 0.08% of portfolio
1,154
Q1 2025 Added 16.1%
$58.6B
$398,000 0.08% of portfolio
1,684
Q1 2025 Added 6.11%
$102B
$402,000 0.08% of portfolio
7,981
Q1 2025 Added 6.23%
$21.9B
$406,000 0.08% of portfolio
10,870
Q1 2025 Reduced 4.89%
$101B
$374,000 0.08% of portfolio
556
Q1 2025 Reduced 0.36%
$103B
$382,000 0.08% of portfolio
12,496
Q1 2025 Added 17.68%
$87B
$396,000 0.08% of portfolio
1,665
Q1 2025 Added 2.78%
$16.2B
$390,000 0.08% of portfolio
860
Q1 2025 Added 1.18%
$96B
$389,000 0.08% of portfolio
1,682
Q1 2025 Added 6.66%
$52.7B
$388,000 0.08% of portfolio
2,338
Q1 2025 Reduced 7.59%
$72.8B
$385,000 0.08% of portfolio
966
Q1 2025 Added 4.89%
$138B
$410,000 0.08% of portfolio
3,663
Q1 2025 Added 14.54%
$58.6B
$411,000 0.08% of portfolio
2,412
Q1 2025 Added 15.19%
$93.5B
$422,000 0.08% of portfolio
1,210
Q1 2025 Added 1.26%
$472M
$421,000 0.08% of portfolio
62,674
Q4 2024 New
$97.7B
$421,000 0.08% of portfolio
1,250
Q1 2025 Added 2.54%
$92.2B
$418,000 0.08% of portfolio
6,175
Q1 2025 Added 5.86%
$19.1B
$416,000 0.08% of portfolio
4,936
Q1 2025 Reduced 3.2%
$18.8B
$416,000 0.08% of portfolio
3,463
Q1 2025 Added 10.32%
$10.2B
$414,000 0.08% of portfolio
5,388
Q1 2025 Added 1.91%
$15.5B
$412,000 0.08% of portfolio
5,067
Q1 2025 Reduced 0.39%

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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