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Legacy Financial Advisors, Inc. Top Holdings and 13F Report (2025)

About Legacy Financial Advisors, Inc.

Investment Activity

  • Legacy Financial Advisors, Inc. has $597.96 million in total holdings as of March 31, 2025.
  • Legacy Financial Advisors, Inc. owns shares of 362 different stocks, but just 100 companies or ETFs make up 80% of its holdings.
  • Approximately 5.39% of the portfolio was purchased this quarter.
  • About 4.26% of the portfolio was sold this quarter.
  • This quarter, Legacy Financial Advisors, Inc. has purchased 345 new stocks and bought additional shares in 190 stocks.
  • Legacy Financial Advisors, Inc. sold shares of 121 stocks and completely divested from 18 stocks this quarter.

Largest New Holdings this Quarter

912909108 - United States Steel
$681,738 Holding
30063P105 - Exact Sciences
$616,666 Holding
90353T100 - Uber Technologies
$520,876 Holding
260557103 - DOW
$459,178 Holding
81730H109 - SentinelOne
$363,600 Holding

Largest Purchases this Quarter

PIMCO Multi Sector Bond Active ETF
68,504 shares (about $1.81M)
United States Steel
16,132 shares (about $681.74K)
WisdomTree Emerging Markets ex-China Fund
21,823 shares (about $648.39K)

Largest Sales this Quarter

iShares MSCI USA Min Vol Factor ETF
41,568 shares (about $3.89M)
iShares Core S&P Total U.S. Stock Market ETF
6,929 shares (about $845.41K)
Coca-Cola
9,838 shares (about $704.60K)
Tesla
1,719 shares (about $445.48K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofLegacy Financial Advisors, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$64,180,358$1,508,316 2.4%803,66110.7%Manufacturing
Franklin International Core Dividend Tilt Index ETF stock logo
DIVI
Franklin International Core Dividend Tilt Index ETF
$28,023,029$6,075,851 27.7%859,8664.7%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$24,851,382$845,408 -3.3%203,6834.2%ETF
XC
WisdomTree Emerging Markets ex-China Fund
$19,037,503$648,385 3.5%640,7543.2%ETF
Apple Inc. stock logo
AAPL
Apple
$18,335,272$524,449 2.9%82,5433.1%Computer and Technology
WTV
WisdomTree U.S. Value Fund
$17,855,575$12,654 -0.1%217,3003.0%Finance
NATIXIS GATEWAY QUALITY INCOME ETF
$16,914,255$269,688 1.6%329,5202.8%ETF
WisdomTree U.S. Quality Growth Fund stock logo
QGRW
WisdomTree U.S. Quality Growth Fund
$15,615,057$75,245 -0.5%355,6962.6%ETF
JPMorgan Municipal ETF stock logo
JMUB
JPMorgan Municipal ETF
$15,243,559$552,550 3.8%304,8712.5%ETF
PIMCO Multi Sector Bond Active ETF stock logo
PYLD
PIMCO Multi Sector Bond Active ETF
$14,549,497$1,805,081 14.2%552,1632.4%ETF
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$13,630,183$22,325 0.2%79,9802.3%Consumer Staples
Microsoft Co. stock logo
MSFT
Microsoft
$12,852,474$419,306 -3.2%34,2382.1%Computer and Technology
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$11,558,674$413,308 -3.5%187,0941.9%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$11,037,939$31,647 -0.3%101,8451.8%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$9,311,012$55,192 -0.6%37,9581.6%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$7,413,266$206,051 2.9%38,9641.2%Retail/Wholesale
Meta Platforms, Inc. stock logo
META
Meta Platforms
$6,502,226$237,451 3.8%11,2821.1%Computer and Technology
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$4,912,396$246,164 -4.8%64,9360.8%ETF
Visa Inc. stock logo
V
Visa
$4,760,832$38,199 0.8%13,5850.8%Business Services
Alphabet Inc. stock logo
GOOGL
Alphabet
$4,243,983$41,289 -1.0%27,4440.7%Computer and Technology
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$4,208,212$387,769 -8.4%45,3520.7%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$4,204,502$585,134 16.2%15,2980.7%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$4,089,170$445,483 -9.8%15,7790.7%Auto/Tires/Trucks
Alphabet Inc. stock logo
GOOG
Alphabet
$3,924,475$84,832 -2.1%25,1200.7%Computer and Technology
Netflix, Inc. stock logo
NFLX
Netflix
$3,887,718$13,988 0.4%4,1690.7%Consumer Discretionary
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$3,610,466$132,084 3.8%6,7790.6%Finance
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$3,462,366$168,760 5.1%29,1130.6%Energy
iShares MSCI Emerging Markets ex China ETF stock logo
EMXC
iShares MSCI Emerging Markets ex China ETF
$3,250,163$55,751 -1.7%58,9970.5%Manufacturing
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$3,150,634$3,893,265 -55.3%33,6390.5%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$3,112,373$4,495 0.1%5,5390.5%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$3,033,956$389,734 14.7%18,2940.5%Medical
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$3,011,525$108,878 3.8%59,2470.5%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$2,972,960$41,378 1.4%5,6760.5%Medical
The PNC Financial Services Group, Inc. stock logo
PNC
The PNC Financial Services Group
$2,833,590$83,491 3.0%16,1210.5%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$2,829,166$15,758 -0.6%7,7200.5%Retail/Wholesale
Fifth Third Bancorp stock logo
FITB
Fifth Third Bancorp
$2,785,797$235,632 -7.8%71,0660.5%Finance
SPDR Nuveen Bloomberg High Yield Municipal Bond ETF stock logo
HYMB
SPDR Nuveen Bloomberg High Yield Municipal Bond ETF
$2,696,548$109,480 -3.9%106,9210.5%ETF
Oracle Co. stock logo
ORCL
Oracle
$2,681,606$30,619 1.2%19,1800.4%Computer and Technology
PIMCO Intermediate Municipal Bond Exchange-Traded Fund stock logo
MUNI
PIMCO Intermediate Municipal Bond Exchange-Traded Fund
$2,576,933$146,196 -5.4%49,9890.4%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$2,506,488$66,895 2.7%3,0350.4%Medical
Broadcom Inc. stock logo
AVGO
Broadcom
$2,493,545$113,518 -4.4%14,8930.4%Computer and Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$2,361,664$26,412 1.1%38,2700.4%Computer and Technology
Chevron Co. stock logo
CVX
Chevron
$2,355,987$108,071 4.8%14,0830.4%Energy
Walmart Inc. stock logo
WMT
Walmart
$2,175,735$129,931 -5.6%24,7830.4%Retail/Wholesale
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$2,080,630$410,152 24.6%41,0950.3%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$2,071,768$78,924 -3.7%3,7800.3%Business Services
AbbVie Inc. stock logo
ABBV
AbbVie
$2,069,731$98,479 5.0%9,8780.3%Medical
Amgen Inc. stock logo
AMGN
Amgen
$2,053,928$935 0.0%6,5930.3%Medical
International Business Machines Co. stock logo
IBM
International Business Machines
$1,987,291$135,022 7.3%7,9920.3%Computer and Technology
Snap-on Incorporated stock logo
SNA
Snap-on
$1,974,103$12,469 -0.6%5,8580.3%Consumer Discretionary
The Coca-Cola Company stock logo
KO
Coca-Cola
$1,946,348$704,599 -26.6%27,1760.3%Consumer Staples
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$1,938,578$167,242 9.4%29,2220.3%ETF
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$1,846,440$175,389 10.5%10,2750.3%Computer and Technology
Union Pacific Co. stock logo
UNP
Union Pacific
$1,805,980$124,493 7.4%7,6450.3%Transportation
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$1,779,073$52,890 3.1%39,2210.3%Computer and Technology
PALANTIR TECHNOLOGIES INC CL A
$1,764,487$229,149 14.9%20,9060.3%Stock
Salesforce, Inc. stock logo
CRM
Salesforce
$1,733,947$25,227 -1.4%6,4610.3%Computer and Technology
CME Group Inc. stock logo
CME
CME Group
$1,718,813$32,896 -1.9%6,4790.3%Finance
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$1,712,468$71,488 -4.0%37,5130.3%ETF
McDonald's Co. stock logo
MCD
McDonald's
$1,697,015$141,496 9.1%5,4330.3%Retail/Wholesale
Comcast Co. stock logo
CMCSA
Comcast
$1,677,345$25,904 1.6%45,4570.3%Consumer Discretionary
The Boeing Company stock logo
BA
Boeing
$1,674,377$196,464 -10.5%9,8180.3%Aerospace
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$1,639,520$15,128 0.9%1,7340.3%Retail/Wholesale
Bank of America Co. stock logo
BAC
Bank of America
$1,624,583$14,772 -0.9%38,9310.3%Finance
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$1,605,516$296,653 22.7%40,7910.3%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,582,763$5,595 0.4%2,8290.3%Finance
Truist Financial Co. stock logo
TFC
Truist Financial
$1,513,044$122,215 -7.5%36,7690.3%Finance
Novartis AG stock logo
NVS
Novartis
$1,506,032$23,635 -1.5%13,5090.3%Medical
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$1,496,155$258,894 20.9%3,0860.3%Medical
Cintas Co. stock logo
CTAS
Cintas
$1,476,744$31,035 -2.1%7,1850.2%Business Services
Philip Morris International Inc. stock logo
PM
Philip Morris International
$1,475,141$73,178 5.2%9,2930.2%Consumer Staples
The Progressive Co. stock logo
PGR
Progressive
$1,434,578$48,112 -3.2%5,0690.2%Finance
3M stock logo
MMM
3M
$1,418,814$59,038 4.3%9,6610.2%Multi-Sector Conglomerates
GE Aerospace stock logo
GE
GE Aerospace
$1,418,710$56,644 4.2%7,0880.2%Industrials
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$1,386,383$44,211 -3.1%27,9400.2%ETF
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$1,371,162$105,321 8.3%10,3370.2%Medical
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$1,370,343$75,033 -5.2%8,2550.2%Computer and Technology
U.S. Bancorp stock logo
USB
U.S. Bancorp
$1,330,334$24,825 -1.8%31,5100.2%Finance
Entergy Corporation stock logo
ETR
Entergy
$1,322,498$51,891 -3.8%15,4700.2%Utilities
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$1,314,038$158,224 13.7%18,3040.2%Finance
The Walt Disney Company stock logo
DIS
Walt Disney
$1,283,437$3,257 -0.3%13,0030.2%Consumer Discretionary
Motorola Solutions, Inc. stock logo
MSI
Motorola Solutions
$1,271,788$70,485 5.9%2,9050.2%Computer and Technology
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$1,252,298$305,401 32.3%18,0340.2%Medical
Medtronic plc stock logo
MDT
Medtronic
$1,237,554$43,942 3.7%13,7720.2%Medical
PepsiCo, Inc. stock logo
PEP
PepsiCo
$1,236,484$39,282 3.3%8,2470.2%Consumer Staples
General Dynamics Co. stock logo
GD
General Dynamics
$1,232,910$25,623 2.1%4,5230.2%Aerospace
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$1,221,004$257,288 26.7%7,9490.2%Computer and Technology
IDHQ
Invesco S&P International Developed Quality ETF
$1,220,795$163,112 15.4%40,7750.2%ETF
Starbucks Co. stock logo
SBUX
Starbucks
$1,212,995$66,506 5.8%12,3660.2%Retail/Wholesale
Accenture plc stock logo
ACN
Accenture
$1,212,762$29,952 -2.4%3,8870.2%Computer and Technology
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$1,192,178$30,553 2.6%3,9020.2%Business Services
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$1,191,199$23,758 -2.0%10,8300.2%Transportation
Pfizer Inc. stock logo
PFE
Pfizer
$1,132,563$107,922 10.5%44,6950.2%Medical
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$1,122,130$63,198 6.0%2,2550.2%Medical
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$1,121,291$30,211 -2.6%2,2640.2%Medical
Shell plc stock logo
SHEL
Shell
$1,109,583$147,217 15.3%15,1420.2%Energy
Invesco S&P SmallCap 600 Revenue ETF stock logo
RWJ
Invesco S&P SmallCap 600 Revenue ETF
$1,106,768$41,392 3.9%27,1930.2%ETF
Dimensional International Small Cap Value ETF stock logo
DISV
Dimensional International Small Cap Value ETF
$1,082,991$105,093 10.7%37,1910.2%ETF
RTX Co. stock logo
RTX
RTX
$1,078,369$29,274 2.8%8,1410.2%Aerospace
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$1,077,077$7,552 0.7%8,8430.2%Retail/Wholesale

Showing largest 100 holdings. View all holdings.
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