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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$64.2 Million 12.88% of portfolio
803,661
Q1 2025 Added 2.41%
$0
$24.9 Million 4.99% of portfolio
203,683
Q1 2025 Reduced 3.29%
$0
$17.9 Million 3.58% of portfolio
217,300
Q1 2025 Reduced 0.07%
$0
$15.2 Million 3.06% of portfolio
304,871
Q1 2025 Added 3.76%
$0
$11.6 Million 2.32% of portfolio
187,094
Q1 2025 Reduced 3.45%
$0
$4.91 Million 0.99% of portfolio
64,936
Q1 2025 Reduced 4.77%
$0
$4.21 Million 0.84% of portfolio
45,352
Q1 2025 Reduced 8.44%
$0
$4.2 Million 0.84% of portfolio
15,298
Q1 2025 Added 16.17%
$0
$3.25 Million 0.65% of portfolio
58,997
Q1 2025 Reduced 1.69%
$0
$3.15 Million 0.63% of portfolio
33,639
Q1 2025 Reduced 55.27%
$0
$3.11 Million 0.62% of portfolio
5,539
Q1 2025 Added 0.14%
$0
$3.01 Million 0.6% of portfolio
59,247
Q1 2025 Added 3.75%
$0
$2.7 Million 0.54% of portfolio
106,921
Q1 2025 Reduced 3.9%
$0
$2.58 Million 0.52% of portfolio
49,989
Q1 2025 Reduced 5.37%
$0
$2.08 Million 0.42% of portfolio
41,095
Q1 2025 Added 24.55%
$0
$1.94 Million 0.39% of portfolio
29,222
Q1 2025 Added 9.44%
$0
$1.61 Million 0.32% of portfolio
40,791
Q1 2025 Added 22.66%
$0
$1.58 Million 0.32% of portfolio
2,829
Q1 2025 Added 0.35%
$0
$1.39 Million 0.28% of portfolio
27,940
Q1 2025 Reduced 3.09%
$0
$1.22 Million 0.24% of portfolio
40,775
Q1 2025 Added 15.42%
$0
$1.08 Million 0.22% of portfolio
37,191
Q1 2025 Added 10.75%
$0
$1.11 Million 0.22% of portfolio
27,193
Q1 2025 Added 3.89%
$106B
$845,000 0.17% of portfolio
2,934
Q1 2025 Added 14.03%
$0
$812,000 0.16% of portfolio
2,632
Q1 2025 Reduced 0.38%
$0
$681,000 0.14% of portfolio
7,449
Q1 2025 Reduced 1.55%
$0
$670,000 0.13% of portfolio
37,547
Q1 2025 Reduced 19.62%
$0
$609,000 0.12% of portfolio
4,800
Q4 2023 Added 0.93%
$0
$562,000 0.11% of portfolio
13,880
Q1 2025 Added 1.2%
$0
$451,000 0.09% of portfolio
7,742
Q1 2025 Reduced 17.95%
$0
$446,000 0.09% of portfolio
15,113
Q1 2025 Added 34.7%
$0
$399,000 0.08% of portfolio
3,999
Q1 2025 Reduced 42.46%
$0
$400,000 0.08% of portfolio
14,336
Q1 2025 Reduced 6.04%
$0
$401,000 0.08% of portfolio
4,716
Q1 2024 Reduced 2.14%
$0
$381,000 0.08% of portfolio
3,894
Q3 2024 Reduced 7.35%
$0
$394,000 0.08% of portfolio
7,654
Q1 2025 Added 46.74%
$0
$393,000 0.08% of portfolio
766
Q1 2025 Reduced 1.79%
$0
$384,000 0.08% of portfolio
2,739
Q3 2022 Reduced 0.07%
$0
$290,000 0.06% of portfolio
2,777
Q1 2025 Reduced 18.35%
$0
$288,000 0.06% of portfolio
2,366
Q1 2025 Reduced 1.58%
$0
$247,000 0.05% of portfolio
11,697
Q1 2025 Reduced 8.33%
$0
$225,000 0.05% of portfolio
872
Q1 2025 New
$0
$240,000 0.05% of portfolio
1,495
Q1 2025 New
$17.5B
$255,000 0.05% of portfolio
8,246
Q1 2025 New
$0
$271,000 0.05% of portfolio
3,471
Q1 2025 Reduced 8.95%
$0
$269,000 0.05% of portfolio
849
Q1 2025 Reduced 2.64%
$0
$261,000 0.05% of portfolio
5,121
Q1 2025 New
$0
$224,000 0.04% of portfolio
3,106
Q1 2025 Reduced 7.83%
$0
$218,000 0.04% of portfolio
6,132
Q1 2025 Reduced 94.32%
$0
$0 0.0% of portfolio
859,866
Q1 2025 Added 27.68%

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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