Legacy Financial Advisors, Inc. Top Holdings and 13F Report (2025) About Legacy Financial Advisors, Inc.Investment ActivityLegacy 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 Holdings WisdomTree U.S. Quality Dividend Growth Fund $64,180,358Franklin International Core Dividend Tilt Index ETF $28,023,029iShares Core S&P Total U.S. Stock Market ETF $24,851,382WisdomTree Emerging Markets ex-China Fund $19,037,503Apple $18,335,272 Largest New Holdings this Quarter 912909108 - United States Steel $681,738 Holding30063P105 - Exact Sciences $616,666 Holding90353T100 - Uber Technologies $520,876 Holding260557103 - DOW $459,178 Holding81730H109 - SentinelOne $363,600 Holding Largest Purchases this Quarter Franklin International Core Dividend Tilt Index ETF 186,433 shares (about $6.08M)PIMCO Multi Sector Bond Active ETF 68,504 shares (about $1.81M)WisdomTree U.S. Quality Dividend Growth Fund 18,887 shares (about $1.51M)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)WisdomTree Global ex U.S. Quality Dividend Growth Fund 101,915 shares (about $3.64M)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 TimeMap of 500 Largest Holdings ofLegacy Financial Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDGRWWisdomTree U.S. Quality Dividend Growth Fund$64,180,358$1,508,316 ▲2.4%803,66110.7%ManufacturingDIVIFranklin International Core Dividend Tilt Index ETF$28,023,029$6,075,851 ▲27.7%859,8664.7%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$24,851,382$845,408 ▼-3.3%203,6834.2%ETFXCWisdomTree Emerging Markets ex-China Fund$19,037,503$648,385 ▲3.5%640,7543.2%ETFAAPLApple$18,335,272$524,449 ▲2.9%82,5433.1%Computer and TechnologyWTVWisdomTree U.S. Value Fund$17,855,575$12,654 ▼-0.1%217,3003.0%FinanceNATIXIS GATEWAY QUALITY INCOME ETF$16,914,255$269,688 ▲1.6%329,5202.8%ETFQGRWWisdomTree U.S. Quality Growth Fund$15,615,057$75,245 ▼-0.5%355,6962.6%ETFJMUBJPMorgan Municipal ETF$15,243,559$552,550 ▲3.8%304,8712.5%ETFPYLDPIMCO Multi Sector Bond Active ETF$14,549,497$1,805,081 ▲14.2%552,1632.4%ETFPGProcter & Gamble$13,630,183$22,325 ▲0.2%79,9802.3%Consumer StaplesMSFTMicrosoft$12,852,474$419,306 ▼-3.2%34,2382.1%Computer and TechnologyDGROiShares Core Dividend Growth ETF$11,558,674$413,308 ▼-3.5%187,0941.9%ETFNVDANVIDIA$11,037,939$31,647 ▼-0.3%101,8451.8%Computer and TechnologyJPMJPMorgan Chase & Co.$9,311,012$55,192 ▼-0.6%37,9581.6%FinanceAMZNAmazon.com$7,413,266$206,051 ▲2.9%38,9641.2%Retail/WholesaleMETAMeta Platforms$6,502,226$237,451 ▲3.8%11,2821.1%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$4,912,396$246,164 ▼-4.8%64,9360.8%ETFVVisa$4,760,832$38,199 ▲0.8%13,5850.8%Business ServicesGOOGLAlphabet$4,243,983$41,289 ▼-1.0%27,4440.7%Computer and TechnologyVONGVanguard Russell 1000 Growth ETF$4,208,212$387,769 ▼-8.4%45,3520.7%ETFVTIVanguard Total Stock Market ETF$4,204,502$585,134 ▲16.2%15,2980.7%ETFTSLATesla$4,089,170$445,483 ▼-9.8%15,7790.7%Auto/Tires/TrucksGOOGAlphabet$3,924,475$84,832 ▼-2.1%25,1200.7%Computer and TechnologyNFLXNetflix$3,887,718$13,988 ▲0.4%4,1690.7%Consumer DiscretionaryBRK.BBerkshire Hathaway$3,610,466$132,084 ▲3.8%6,7790.6%FinanceXOMExxon Mobil$3,462,366$168,760 ▲5.1%29,1130.6%EnergyEMXCiShares MSCI Emerging Markets ex China ETF$3,250,163$55,751 ▼-1.7%58,9970.5%ManufacturingUSMViShares MSCI USA Min Vol Factor ETF$3,150,634$3,893,265 ▼-55.3%33,6390.5%ETFIVViShares Core S&P 500 ETF$3,112,373$4,495 ▲0.1%5,5390.5%ETFJNJJohnson & Johnson$3,033,956$389,734 ▲14.7%18,2940.5%MedicalVEAVanguard FTSE Developed Markets ETF$3,011,525$108,878 ▲3.8%59,2470.5%ETFUNHUnitedHealth Group$2,972,960$41,378 ▲1.4%5,6760.5%MedicalPNCThe PNC Financial Services Group$2,833,590$83,491 ▲3.0%16,1210.5%FinanceHDHome Depot$2,829,166$15,758 ▼-0.6%7,7200.5%Retail/WholesaleFITBFifth Third Bancorp$2,785,797$235,632 ▼-7.8%71,0660.5%FinanceHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$2,696,548$109,480 ▼-3.9%106,9210.5%ETFORCLOracle$2,681,606$30,619 ▲1.2%19,1800.4%Computer and TechnologyMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$2,576,933$146,196 ▼-5.4%49,9890.4%ETFLLYEli Lilly and Company$2,506,488$66,895 ▲2.7%3,0350.4%MedicalAVGOBroadcom$2,493,545$113,518 ▼-4.4%14,8930.4%Computer and TechnologyCSCOCisco Systems$2,361,664$26,412 ▲1.1%38,2700.4%Computer and TechnologyCVXChevron$2,355,987$108,071 ▲4.8%14,0830.4%EnergyWMTWalmart$2,175,735$129,931 ▼-5.6%24,7830.4%Retail/WholesaleJPSTJPMorgan Ultra-Short Income ETF$2,080,630$410,152 ▲24.6%41,0950.3%ETFMAMastercard$2,071,768$78,924 ▼-3.7%3,7800.3%Business ServicesABBVAbbVie$2,069,731$98,479 ▲5.0%9,8780.3%MedicalAMGNAmgen$2,053,928$935 ▼0.0%6,5930.3%MedicalIBMInternational Business Machines$1,987,291$135,022 ▲7.3%7,9920.3%Computer and TechnologySNASnap-on$1,974,103$12,469 ▼-0.6%5,8580.3%Consumer DiscretionaryKOCoca-Cola$1,946,348$704,599 ▼-26.6%27,1760.3%Consumer StaplesSPHQInvesco S&P 500 Quality ETF$1,938,578$167,242 ▲9.4%29,2220.3%ETFTXNTexas Instruments$1,846,440$175,389 ▲10.5%10,2750.3%Computer and TechnologyUNPUnion Pacific$1,805,980$124,493 ▲7.4%7,6450.3%TransportationVZVerizon Communications$1,779,073$52,890 ▲3.1%39,2210.3%Computer and TechnologyPALANTIR TECHNOLOGIES INC CL A$1,764,487$229,149 ▲14.9%20,9060.3%StockCRMSalesforce$1,733,947$25,227 ▼-1.4%6,4610.3%Computer and TechnologyCMECME Group$1,718,813$32,896 ▼-1.9%6,4790.3%FinanceFBNDFidelity Total Bond ETF$1,712,468$71,488 ▼-4.0%37,5130.3%ETFMCDMcDonald's$1,697,015$141,496 ▲9.1%5,4330.3%Retail/WholesaleCMCSAComcast$1,677,345$25,904 ▲1.6%45,4570.3%Consumer DiscretionaryBABoeing$1,674,377$196,464 ▼-10.5%9,8180.3%AerospaceCOSTCostco Wholesale$1,639,520$15,128 ▲0.9%1,7340.3%Retail/WholesaleBACBank of America$1,624,583$14,772 ▼-0.9%38,9310.3%FinanceDFIVDimensional International Value ETF$1,605,516$296,653 ▲22.7%40,7910.3%ETFSPYSPDR S&P 500 ETF Trust$1,582,763$5,595 ▲0.4%2,8290.3%FinanceTFCTruist Financial$1,513,044$122,215 ▼-7.5%36,7690.3%FinanceNVSNovartis$1,506,032$23,635 ▼-1.5%13,5090.3%MedicalVRTXVertex Pharmaceuticals$1,496,155$258,894 ▲20.9%3,0860.3%MedicalCTASCintas$1,476,744$31,035 ▼-2.1%7,1850.2%Business ServicesPMPhilip Morris International$1,475,141$73,178 ▲5.2%9,2930.2%Consumer StaplesPGRProgressive$1,434,578$48,112 ▼-3.2%5,0690.2%FinanceMMM3M$1,418,814$59,038 ▲4.3%9,6610.2%Multi-Sector ConglomeratesGEGE Aerospace$1,418,710$56,644 ▲4.2%7,0880.2%IndustrialsVTEBVanguard Tax-Exempt Bond ETF$1,386,383$44,211 ▼-3.1%27,9400.2%ETFABTAbbott Laboratories$1,371,162$105,321 ▲8.3%10,3370.2%MedicalTSMTaiwan Semiconductor Manufacturing$1,370,343$75,033 ▼-5.2%8,2550.2%Computer and TechnologyUSBU.S. Bancorp$1,330,334$24,825 ▼-1.8%31,5100.2%FinanceETREntergy$1,322,498$51,891 ▼-3.8%15,4700.2%UtilitiesWFCWells Fargo & Company$1,314,038$158,224 ▲13.7%18,3040.2%FinanceDISWalt Disney$1,283,437$3,257 ▼-0.3%13,0030.2%Consumer DiscretionaryMSIMotorola Solutions$1,271,788$70,485 ▲5.9%2,9050.2%Computer and TechnologyNVONovo Nordisk A/S$1,252,298$305,401 ▲32.3%18,0340.2%MedicalMDTMedtronic$1,237,554$43,942 ▲3.7%13,7720.2%MedicalPEPPepsiCo$1,236,484$39,282 ▲3.3%8,2470.2%Consumer StaplesGDGeneral Dynamics$1,232,910$25,623 ▲2.1%4,5230.2%AerospaceQCOMQUALCOMM$1,221,004$257,288 ▲26.7%7,9490.2%Computer and TechnologyIDHQInvesco S&P International Developed Quality ETF$1,220,795$163,112 ▲15.4%40,7750.2%ETFSBUXStarbucks$1,212,995$66,506 ▲5.8%12,3660.2%Retail/WholesaleACNAccenture$1,212,762$29,952 ▼-2.4%3,8870.2%Computer and TechnologyADPAutomatic Data Processing$1,192,178$30,553 ▲2.6%3,9020.2%Business ServicesUPSUnited Parcel Service$1,191,199$23,758 ▼-2.0%10,8300.2%TransportationPFEPfizer$1,132,563$107,922 ▲10.5%44,6950.2%MedicalTMOThermo Fisher Scientific$1,122,130$63,198 ▲6.0%2,2550.2%MedicalISRGIntuitive Surgical$1,121,291$30,211 ▼-2.6%2,2640.2%MedicalSHELShell$1,109,583$147,217 ▲15.3%15,1420.2%EnergyRWJInvesco S&P SmallCap 600 Revenue ETF$1,106,768$41,392 ▲3.9%27,1930.2%ETFDISVDimensional International Small Cap Value ETF$1,082,991$105,093 ▲10.7%37,1910.2%ETFRTXRTX$1,078,369$29,274 ▲2.8%8,1410.2%AerospaceTJXTJX Companies$1,077,077$7,552 ▲0.7%8,8430.2%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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