Legacy Financial Advisors, Inc. Portfolio Holdings

Legacy Financial Advisors, Inc.

  • $515 Million
  • Q3 2024

Legacy Financial Advisors, Inc. has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $515 Million distributed in 358 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 $65.3M, Ishares Core S&P Total U.S. St with a value of $27.2M, Apple Inc. with a value of $18.4M, Wisdomtree Tr Wisdomtree U.S. with a value of $17.4M, and Jp Morgan Tr Mun ETF (De) with a value of $14.5M.

Examining the 13F form we can see an increase of $9.71M in the current position value, from $505M to 515M.

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

Portfolio value $515 Million
ETFs: $208 Million
Technology: $80.6 Million
Financial Services: $50.2 Million
Healthcare: $33.4 Million
Consumer Defensive: $31 Million
Industrials: $30.2 Million
Consumer Cyclical: $27.9 Million
Communication Services: $25.4 Million
Other: $28.6 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$79.5B
$272,000 0.05% of portfolio
2,173
Q3 2024 Added 6.99%
$38.4B
$250,000 0.05% of portfolio
2,130
Q3 2024 New
$82.8B
$236,000 0.05% of portfolio
1,212
Q3 2024 New
$53.8B
$249,000 0.05% of portfolio
1,020
Q3 2024 Added 2.1%
$82.1B
$258,000 0.05% of portfolio
993
Q3 2024 Reduced 4.79%
$7.67B
$234,000 0.05% of portfolio
11,774
Q3 2024 Added 0.74%
$54.6B
$220,000 0.04% of portfolio
1,363
Q3 2024 Reduced 0.51%
$121B
$221,000 0.04% of portfolio
3,838
Q3 2024 New
$44.1B
$220,000 0.04% of portfolio
20,877
Q3 2024 Added 4.87%
$135B
$215,000 0.04% of portfolio
3,437
Q3 2024 Reduced 15.95%
$26B
$210,000 0.04% of portfolio
4,410
Q3 2024 Added 2.34%
$69.1B
$214,000 0.04% of portfolio
2,602
Q3 2024 New
$146B
$203,000 0.04% of portfolio
20,000
Q3 2024 Added 7.34%
$24.2B
$219,000 0.04% of portfolio
2,511
Q3 2024 New
$9.64B
$224,000 0.04% of portfolio
2,292
Q3 2024 New
$79.2B
$226,000 0.04% of portfolio
2,183
Q3 2024 Reduced 0.73%
$58.8B
$220,000 0.04% of portfolio
70
Q3 2024 Reduced 5.41%
$64.4B
$216,000 0.04% of portfolio
2,690
Q3 2024 New
$84.2B
$202,000 0.04% of portfolio
774
Q3 2024 New
$58.9B
$229,000 0.04% of portfolio
283
Q3 2024 New
$6.7B
$212,000 0.04% of portfolio
20,000
Q4 2023 New
$50.7B
$231,000 0.04% of portfolio
1,538
Q3 2024 Added 5.7%
$29.6B
$210,000 0.04% of portfolio
2,513
Q3 2024 New
$61B
$217,000 0.04% of portfolio
464
Q3 2024 New
$52.3B
$218,000 0.04% of portfolio
2,403
Q3 2024 New
$5.36B
$208,000 0.04% of portfolio
7,000
Q3 2024 New
$13.6B
$218,000 0.04% of portfolio
4,459
Q3 2024 New
$21.3B
$184,000 0.04% of portfolio
18,900
Q3 2024 Added 3.28%
$141B
$214,000 0.04% of portfolio
1,398
Q3 2024 New
$15.1B
$205,000 0.04% of portfolio
1,254
Q3 2024 New
$42.1B
$209,000 0.04% of portfolio
2,096
Q3 2024 New
$57.5B
$172,000 0.03% of portfolio
15,895
Q3 2024 Reduced 0.68%
$97.2B
$154,000 0.03% of portfolio
10,739
Q3 2024 New
$16.3M
$166,000 0.03% of portfolio
69,500
Q3 2024 Added 104.41%
$46B
$137,000 0.03% of portfolio
44,108
Q3 2024 Reduced 3.45%
$25.7B
$147,000 0.03% of portfolio
30,300
Q3 2024 Added 49.61%
$57.3B
$153,000 0.03% of portfolio
23,068
Q3 2024 Added 68.7%
$97.9B
$152,000 0.03% of portfolio
12,090
Q3 2024 Added 7.96%
$81.4M
$98,000 0.02% of portfolio
20,000
Q2 2024 New
$150M
$58,000 0.01% of portfolio
19,000
Q1 2024 New
$63.1B
$50,000 0.01% of portfolio
11,981
Q3 2024 Added 7.49%
$391M
$49,000 0.01% of portfolio
36,000
Q1 2024 New
-
$0 0.0% of portfolio
-
Q3 2024 Added 3.15%
$55.4M
$21,000 0.0% of portfolio
10,000
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 358
  • Current Value $515 Million
  • Prior Value $505 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 35 stocks
  • Additional Purchases 194 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 109 stocks
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