Legacy Financial Advisors, Inc. Portfolio Holdings
Legacy Financial Advisors, Inc.
- $513 Million
- Q4 2024
Legacy Financial Advisors, Inc. has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $513 Million distributed in 345 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 $63.5M, Ishares Core S&P Total U.S. St with a value of $27.1M, Apple Inc. with a value of $20.1M, Wisdomtree Tr Wisdomtree U.S. with a value of $18.2M, and Microsoft Corp with a value of $14.9M.
Examining the 13F form we can see an decrease of $2.39M in the current position value, from $515M to 513M.
Below you can find more details about Legacy Financial Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$513 Million
ETFs: $202 Million
Technology: $86.7 Million
Financial Services: $53.1 Million
Consumer Cyclical: $32 Million
Industrials: $28.8 Million
Consumer Defensive: $28.7 Million
Healthcare: $27.9 Million
Communication Services: $27 Million
Other: $26.8 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 345
- Current Value $513 Million
- Prior Value $515 Million
- Filing
- Period Q4 2024
- Filing Date February 13, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 19 stocks
- Additional Purchases 177 stocks
- Sold out of 0 stocks
- Reduced holdings in 131 stocks