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
$37.7B
$433,000 0.09% of portfolio
6,124
Q1 2025 Added 7.78%
$4.9B
$433,000 0.09% of portfolio
7,952
Q1 2025 Reduced 30.7%
$146B
$446,000 0.09% of portfolio
1,199
Q1 2025 Added 9.1%
$0
$446,000 0.09% of portfolio
15,113
Q1 2025 Added 34.7%
$179B
$460,000 0.09% of portfolio
4,087
Q1 2025 Reduced 3.36%
$22.9B
$465,000 0.09% of portfolio
11,519
Q1 2025 Reduced 0.25%
$68.8B
$465,000 0.09% of portfolio
2,268
Q1 2025 Added 3.85%
$88.9B
$466,000 0.09% of portfolio
1,002
Q1 2025 Added 16.24%
$3.86B
$471,000 0.09% of portfolio
6,068
Q1 2025 Reduced 2.05%
$11.8B
$397,000 0.08% of portfolio
2,102
Q1 2025 Reduced 1.36%
$66.1B
$398,000 0.08% of portfolio
1,154
Q1 2025 Added 16.1%
$58.6B
$398,000 0.08% of portfolio
1,684
Q1 2025 Added 6.11%
$0
$399,000 0.08% of portfolio
3,999
Q1 2025 Reduced 42.46%
$0
$400,000 0.08% of portfolio
14,336
Q1 2025 Reduced 6.04%
$0
$401,000 0.08% of portfolio
4,716
Q1 2024 Reduced 2.14%
$102B
$402,000 0.08% of portfolio
7,981
Q1 2025 Added 6.23%
$101B
$374,000 0.08% of portfolio
556
Q1 2025 Reduced 0.36%
$0
$381,000 0.08% of portfolio
3,894
Q3 2024 Reduced 7.35%
$103B
$382,000 0.08% of portfolio
12,496
Q1 2025 Added 17.68%
$87B
$396,000 0.08% of portfolio
1,665
Q1 2025 Added 2.78%
$0
$394,000 0.08% of portfolio
7,654
Q1 2025 Added 46.74%
$0
$393,000 0.08% of portfolio
766
Q1 2025 Reduced 1.79%
$0
$384,000 0.08% of portfolio
2,739
Q3 2022 Reduced 0.07%
$16.2B
$390,000 0.08% of portfolio
860
Q1 2025 Added 1.18%
$96B
$389,000 0.08% of portfolio
1,682
Q1 2025 Added 6.66%
$52.7B
$388,000 0.08% of portfolio
2,338
Q1 2025 Reduced 7.59%
$72.8B
$385,000 0.08% of portfolio
966
Q1 2025 Added 4.89%
$138B
$410,000 0.08% of portfolio
3,663
Q1 2025 Added 14.54%
$58.6B
$411,000 0.08% of portfolio
2,412
Q1 2025 Added 15.19%
$93.5B
$422,000 0.08% of portfolio
1,210
Q1 2025 Added 1.26%
$472M
$421,000 0.08% of portfolio
62,674
Q4 2024 New
$97.7B
$421,000 0.08% of portfolio
1,250
Q1 2025 Added 2.54%
$92.2B
$418,000 0.08% of portfolio
6,175
Q1 2025 Added 5.86%
$19.1B
$416,000 0.08% of portfolio
4,936
Q1 2025 Reduced 3.2%
$18.8B
$416,000 0.08% of portfolio
3,463
Q1 2025 Added 10.32%
$10.2B
$414,000 0.08% of portfolio
5,388
Q1 2025 Added 1.91%
$15.5B
$412,000 0.08% of portfolio
5,067
Q1 2025 Reduced 0.39%
$147B
$352,000 0.07% of portfolio
1,720
Q1 2025 Reduced 31.83%
$9.73B
$371,000 0.07% of portfolio
3,881
Q1 2025 Reduced 5.53%
$167B
$366,000 0.07% of portfolio
26,874
Q1 2025 Added 13.92%
$151B
$365,000 0.07% of portfolio
5,145
Q1 2025 Added 49.26%
$91B
$364,000 0.07% of portfolio
837
Q1 2025 Added 9.99%
$3.72B
$363,000 0.07% of portfolio
20,000
Q1 2025 New
$11.4B
$360,000 0.07% of portfolio
4,649
Q1 2025 Reduced 0.06%
$20.3B
$344,000 0.07% of portfolio
3,773
Q1 2025 Added 9.58%
$61.3B
$342,000 0.07% of portfolio
3,271
Q1 2025 Added 11.33%
$39.6B
$332,000 0.07% of portfolio
4,040
Q1 2025 Added 5.46%
$83.9B
$329,000 0.07% of portfolio
1,297
Q1 2025 Reduced 5.88%
$75.2B
$360,000 0.07% of portfolio
705
Q1 2025 Added 3.07%

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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