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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$261B
$1.76 Million 0.35% of portfolio
20,906
Q1 2025 Added 14.92%
$268B
$1.73 Million 0.35% of portfolio
6,461
Q1 2025 Reduced 1.43%
$95.6B
$1.72 Million 0.34% of portfolio
6,479
Q1 2025 Reduced 1.88%
$129B
$1.67 Million 0.34% of portfolio
9,818
Q1 2025 Reduced 10.5%
$157B
$1.68 Million 0.34% of portfolio
45,457
Q1 2025 Added 1.57%
$221B
$1.7 Million 0.34% of portfolio
5,433
Q1 2025 Added 9.1%
$0
$1.71 Million 0.34% of portfolio
37,513
Q1 2025 Reduced 4.01%
$446B
$1.64 Million 0.33% of portfolio
1,734
Q1 2025 Added 0.93%
$362B
$1.62 Million 0.33% of portfolio
38,931
Q1 2025 Reduced 0.9%
$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%
$22.6B
$1.48 Million 0.3% of portfolio
7,185
Q1 2025 Reduced 2.06%
$278B
$1.48 Million 0.3% of portfolio
9,293
Q1 2025 Added 5.22%
$116B
$1.5 Million 0.3% of portfolio
3,086
Q1 2025 Added 20.92%
$255B
$1.51 Million 0.3% of portfolio
13,509
Q1 2025 Reduced 1.55%
$54B
$1.51 Million 0.3% of portfolio
36,769
Q1 2025 Reduced 7.47%
$0
$1.39 Million 0.28% of portfolio
27,940
Q1 2025 Reduced 3.09%
$264B
$1.42 Million 0.28% of portfolio
7,088
Q1 2025 Added 4.16%
$80.2B
$1.42 Million 0.28% of portfolio
9,661
Q1 2025 Added 4.34%
$235B
$1.37 Million 0.28% of portfolio
10,337
Q1 2025 Added 8.32%
$1.1T
$1.37 Million 0.27% of portfolio
8,255
Q1 2025 Reduced 5.19%
$16.7B
$1.32 Million 0.27% of portfolio
15,470
Q1 2025 Reduced 3.78%
$67.2B
$1.33 Million 0.27% of portfolio
31,510
Q1 2025 Reduced 1.83%
$216B
$1.28 Million 0.26% of portfolio
13,003
Q1 2025 Reduced 0.25%
$286B
$1.31 Million 0.26% of portfolio
18,304
Q1 2025 Added 13.69%
$68.8B
$1.27 Million 0.26% of portfolio
2,905
Q1 2025 Added 5.87%
$117B
$1.24 Million 0.25% of portfolio
13,772
Q1 2025 Added 3.68%
$182B
$1.24 Million 0.25% of portfolio
8,247
Q1 2025 Added 3.28%
$76.2B
$1.23 Million 0.25% of portfolio
4,523
Q1 2025 Added 2.12%
$179B
$1.22 Million 0.25% of portfolio
7,949
Q1 2025 Added 26.7%
$179B
$1.25 Million 0.25% of portfolio
18,034
Q1 2025 Added 32.25%
$0
$1.22 Million 0.24% of portfolio
40,775
Q1 2025 Added 15.42%
$74.7B
$1.19 Million 0.24% of portfolio
10,830
Q1 2025 Reduced 1.96%
$131B
$1.19 Million 0.24% of portfolio
3,902
Q1 2025 Added 2.63%
$202B
$1.21 Million 0.24% of portfolio
3,887
Q1 2025 Reduced 2.41%
$99.4B
$1.21 Million 0.24% of portfolio
12,366
Q1 2025 Added 5.8%
$162B
$1.12 Million 0.23% of portfolio
2,255
Q1 2025 Added 5.97%
$136B
$1.13 Million 0.23% of portfolio
44,695
Q1 2025 Added 10.53%
$204B
$1.08 Million 0.22% of portfolio
8,141
Q1 2025 Added 2.79%
$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%
$242B
$1.11 Million 0.22% of portfolio
15,142
Q1 2025 Added 15.3%
$187B
$1.12 Million 0.22% of portfolio
2,264
Q1 2025 Reduced 2.62%
$146B
$1.08 Million 0.22% of portfolio
8,843
Q1 2025 Added 0.71%
$128B
$1.04 Million 0.21% of portfolio
10,854
Q1 2025 Reduced 3.09%
$8.28B
$1.05 Million 0.21% of portfolio
8,358
Q1 2025 Reduced 2.46%
$238B
$981,000 0.2% of portfolio
17,084
Q1 2025 Reduced 1.11%
$1.45B
$988,000 0.2% of portfolio
112,500
Q4 2022 Added 136.84%
$203B
$1 Million 0.2% of portfolio
35,364
Q1 2025 Added 17.75%

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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