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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.24B
$1.19 Million 0.23% of portfolio
112,500
Q4 2022 Added 136.84%
$9.23B
$995,000 0.19% of portfolio
8,903
Q3 2024 Reduced 0.77%
$4.11B
$891,000 0.17% of portfolio
10,367
Q3 2024 Added 16.21%
$4.21B
$818,000 0.16% of portfolio
13,394
Q3 2024 Added 19.04%
$8.18B
$750,000 0.15% of portfolio
11,131
Q3 2024 Added 9.13%
$7.91B
$723,000 0.14% of portfolio
2,739
Q3 2024 Reduced 1.19%
$6.13B
$603,000 0.12% of portfolio
5,643
Q3 2024 Added 2.64%
$9.72B
$533,000 0.1% of portfolio
3,882
Q3 2024 Reduced 1.4%
$7.55B
$513,000 0.1% of portfolio
57,361
Q3 2024 Added 80.04%
$7.17B
$442,000 0.09% of portfolio
40,121
Q3 2024 Reduced 0.04%
$2.14B
$427,000 0.08% of portfolio
20,264
Q3 2024 Reduced 2.31%
$7.55B
$342,000 0.07% of portfolio
5,196
Q3 2024 Added 0.08%
$5.44B
$377,000 0.07% of portfolio
3,226
Q4 2023 New
$2.83B
$323,000 0.06% of portfolio
12,819
Q3 2024 Added 1.61%
$9.51B
$302,000 0.06% of portfolio
5,054
Q3 2024 Added 1.49%
$6.69B
$307,000 0.06% of portfolio
2,126
Q3 2024 Reduced 0.84%
$5.72B
$273,000 0.05% of portfolio
78,000
Q2 2024 New
$7.94B
$234,000 0.05% of portfolio
11,774
Q3 2024 Added 0.74%
$9.92B
$224,000 0.04% of portfolio
2,292
Q3 2024 New
$6.49B
$212,000 0.04% of portfolio
20,000
Q4 2023 New
$5.26B
$208,000 0.04% of portfolio
7,000
Q3 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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