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
$103B
$256,000 0.05% of portfolio
16,582
Q1 2025 Added 30.75%
$133B
$272,000 0.05% of portfolio
40,670
Q1 2025 Reduced 1.3%
$0
$271,000 0.05% of portfolio
3,471
Q1 2025 Reduced 8.95%
$0
$269,000 0.05% of portfolio
849
Q1 2025 Reduced 2.64%
$7.71B
$269,000 0.05% of portfolio
4,555
Q1 2025 Reduced 3.88%
$51B
$266,000 0.05% of portfolio
25,914
Q1 2025 Added 9.82%
$24.7B
$262,000 0.05% of portfolio
2,616
Q1 2025 Added 2.51%
$36.5B
$262,000 0.05% of portfolio
2,641
Q1 2025 Reduced 2.65%
$0
$261,000 0.05% of portfolio
5,121
Q1 2025 New
$84.4B
$260,000 0.05% of portfolio
3,843
Q1 2025 New
$49.7B
$259,000 0.05% of portfolio
1,132
Q1 2025 Added 19.16%
$40.1B
$258,000 0.05% of portfolio
1,878
Q1 2025 Reduced 0.16%
$6.3B
$222,000 0.04% of portfolio
2,097
Q1 2025 Added 0.29%
$52.3B
$223,000 0.04% of portfolio
2,049
Q1 2025 New
$75.1B
$213,000 0.04% of portfolio
1,948
Q1 2025 Reduced 23.0%
$0
$224,000 0.04% of portfolio
3,106
Q1 2025 Reduced 7.83%
$71.6B
$213,000 0.04% of portfolio
2,193
Q1 2025 New
$5.55B
$218,000 0.04% of portfolio
5,187
Q1 2025 Added 3.64%
$0
$218,000 0.04% of portfolio
6,132
Q1 2025 Reduced 94.32%
$13.8B
$218,000 0.04% of portfolio
22,511
Q1 2025 Added 1.09%
$35.1B
$216,000 0.04% of portfolio
2,897
Q1 2025 Reduced 13.47%
$86.3B
$216,000 0.04% of portfolio
2,100
Q1 2025 New
$39.1B
$215,000 0.04% of portfolio
4,905
Q1 2025 New
$46.1B
$211,000 0.04% of portfolio
676
Q1 2025 Added 7.81%
$55.1B
$213,000 0.04% of portfolio
442
Q1 2025 Reduced 2.0%
$21.7B
$180,000 0.04% of portfolio
20,611
Q1 2025 Added 5.32%
$5.04B
$180,000 0.04% of portfolio
11,659
Q1 2025 Reduced 0.99%
$30.3B
$211,000 0.04% of portfolio
3,688
Q1 2025 Reduced 1.21%
$39.7B
$202,000 0.04% of portfolio
1,635
Q1 2025 New
$1.05B
$204,000 0.04% of portfolio
25,021
Q1 2025 New
$78.3B
$205,000 0.04% of portfolio
848
Q1 2025 New
$3.32B
$207,000 0.04% of portfolio
16,539
Q1 2025 Reduced 0.05%
$128B
$209,000 0.04% of portfolio
3,502
Q1 2025 New
$42.7B
$213,000 0.04% of portfolio
1,635
Q1 2025 New
$69.7B
$156,000 0.03% of portfolio
10,159
Q1 2025 New
$69.5B
$115,000 0.02% of portfolio
30,235
Q1 2025 Reduced 24.11%
$69.5B
$90,000 0.02% of portfolio
16,421
Q1 2025 Added 19.94%
$64.1B
$88,000 0.02% of portfolio
16,168
Q1 2025 New
$24.1B
$109,000 0.02% of portfolio
10,251
Q1 2025 New
$505M
$51,000 0.01% of portfolio
19,000
Q1 2024 New
$34.6M
$57,000 0.01% of portfolio
20,000
Q2 2024 New
$30B
$67,000 0.01% of portfolio
12,864
Q1 2025 New
Ge Healthcare Technologies Inc Common Stock
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 0.57%
Gsk PLC Sponsored Adr
-
$0 0.0% of portfolio
-
Q1 2025 New
Columbia International Equity Income ETF
-
$0 0.0% of portfolio
-
Q1 2025 Added 0.24%
-
$0 0.0% of portfolio
-
Q1 2025 New
-
$0 0.0% of portfolio
-
Q1 2025 Added 3.53%
Barrick Gold Corp F
-
$0 0.0% of portfolio
-
Q1 2025 New
$265M
$21,000 0.0% of portfolio
36,000
Q1 2024 New

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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