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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
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