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
$86.2B
$640,000 0.13% of portfolio
1,053
Q1 2025 Added 1.84%
$458M
$625,000 0.13% of portfolio
38,051
Q4 2024 Added 20.79%
$11.9B
$638,000 0.13% of portfolio
6,237
Q1 2025 Reduced 3.21%
$0
$670,000 0.13% of portfolio
37,547
Q1 2025 Reduced 19.62%
$15.6B
$637,000 0.13% of portfolio
4,648
Q1 2025 Added 3.4%
$13.1B
$672,000 0.13% of portfolio
3,684
Q1 2025 Reduced 3.81%
$116B
$612,000 0.12% of portfolio
5,830
Q1 2025 Reduced 25.5%
$96.4B
$594,000 0.12% of portfolio
9,892
Q1 2025 Reduced 0.02%
$21.7B
$591,000 0.12% of portfolio
6,435
Q1 2025 Reduced 8.1%
$107B
$589,000 0.12% of portfolio
14,241
Q1 2025 Added 12.38%
$9.94B
$616,000 0.12% of portfolio
14,245
Q1 2025 New
$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%
$142B
$562,000 0.11% of portfolio
5,576
Q1 2025 Added 4.81%
$86.5B
$549,000 0.11% of portfolio
8,422
Q1 2025 Added 5.3%
$69.1B
$533,000 0.11% of portfolio
4,161
Q1 2025 Added 2.56%
$10.5B
$540,000 0.11% of portfolio
4,119
Q1 2025 Reduced 0.19%
$13.5B
$537,000 0.11% of portfolio
2,731
Q1 2025 Reduced 29.56%
$218B
$539,000 0.11% of portfolio
117
Q1 2025 Added 5.41%
$46.8B
$550,000 0.11% of portfolio
8,137
Q1 2025 Added 1.23%
$46.3B
$550,000 0.11% of portfolio
9,824
Q1 2025 Added 5.52%
$9.75B
$566,000 0.11% of portfolio
6,424
Q1 2025 Reduced 2.36%
$77.1B
$570,000 0.11% of portfolio
3,182
Q1 2025 Added 21.87%
$108B
$571,000 0.11% of portfolio
2,343
Q1 2025 Added 1.12%
$160B
$572,000 0.11% of portfolio
7,311
Q1 2025 Added 10.14%
$22.8B
$510,000 0.1% of portfolio
14,082
Q1 2025 Added 1.32%
$41.9B
$508,000 0.1% of portfolio
50,690
Q1 2025 Added 6.47%
$53.3B
$504,000 0.1% of portfolio
4,657
Q1 2025 Reduced 13.76%
$23.5B
$503,000 0.1% of portfolio
33,514
Q1 2025 Added 1.17%
$97.2B
$498,000 0.1% of portfolio
5,425
Q1 2025 Added 7.83%
$101B
$495,000 0.1% of portfolio
4,430
Q1 2025 Added 10.83%
$8.92B
$492,000 0.1% of portfolio
2,415
Q1 2025 Added 4.32%
$79.5B
$489,000 0.1% of portfolio
24,987
Q1 2025 Added 10.12%
$9.06B
$477,000 0.1% of portfolio
3,531
Q1 2025 Reduced 3.31%
$32.1B
$476,000 0.1% of portfolio
2,663
Q1 2025 Added 1.37%
$15.7B
$515,000 0.1% of portfolio
3,500
Q1 2025 Reduced 2.78%
$171B
$520,000 0.1% of portfolio
7,149
Q1 2025 New
$17B
$523,000 0.1% of portfolio
16,926
Q1 2025 Reduced 5.64%
$81.1B
$523,000 0.1% of portfolio
3,592
Q1 2025 Added 1.07%
$38.4B
$477,000 0.1% of portfolio
2,577
Q1 2025 Reduced 0.88%
$121B
$447,000 0.09% of portfolio
658
Q1 2025 Added 20.07%
$4.79B
$460,000 0.09% of portfolio
5,111
Q1 2025 Reduced 6.19%
$95.7B
$460,000 0.09% of portfolio
1,400
Q1 2025 Added 2.87%
$21.6B
$459,000 0.09% of portfolio
13,149
Q1 2025 New
$42.4B
$424,000 0.09% of portfolio
4,880
Q1 2025 Reduced 2.9%
$77.1B
$425,000 0.09% of portfolio
993
Q1 2025 Added 8.05%
$105B
$431,000 0.09% of portfolio
7,181
Q1 2025 Added 2.22%
$69.9B
$454,000 0.09% of portfolio
2,967
Q1 2025 Added 6.46%
$0
$451,000 0.09% of portfolio
7,742
Q1 2025 Reduced 17.95%

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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