The Analysis of Legacy Financial Advisors, Inc.'s Holdings
Currently, Legacy Financial Advisors, Inc. holds 416 types of securities in its portfolio with a total value $725.9M. In the most recent quarter, they have increased their positions in PYLD (+144.2K shares, valued at $3.9M), FLMI (+149.8K shares, valued at $3.7M), TSM (+9.5K shares, valued at $2.7M); decreased their positions in JMUB (-79.7K shares, valued at $4.0M), ITOT (-10.4K shares, valued at $1.5M), MUNI (-19.7K shares, valued at $1.0M); initiated new positions in FLMI (+149.8K shares, valued at $3.7M), TSM (+9.5K shares, valued at $2.7M), NVS (+15.1K shares, valued at $1.9M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND818.5K shares-0.25%2025-09-302025-11-10
DIVI FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND864.9K shares-1.40%2025-09-302025-11-10 ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF188.2K shares-5.24%2025-09-302025-11-10 XC WISDOMTREE TRUE EMERGING MARKETS FUND633.6K shares-0.79%2025-09-302025-11-10 NVDA NVIDIA CORP111.5K shares0.47%2025-09-302025-11-10 AAPL APPLE INC81.4K shares5.97%2025-09-302025-11-10 WTV WISDOMTREE US VALUE FUND OF BENEF INTEREST223.9K shares0.82%2025-09-302025-11-10 GQI NATIXIS GATEWAY QUALITY INCOME ETF361.4K shares6.07%2025-09-302025-11-10 QGRW WISDOMTREE U.S. QUALITY GROWTH FUND347.0K shares-2.04%2025-09-302025-11-10 PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND709.3K shares25.53%2025-09-302025-11-10 MSFT MICROSOFT35.9K shares1.85%2025-09-302025-11-10 DGRO ISHARES CORE DIVIDEND GROWTH ETF175.3K shares-4.63%2025-09-302025-11-10 PG PROCTER AND GAMBLE CO COM74.5K shares-1.49%2025-09-302025-11-10 JMUB JPMORGAN MUNICIPAL ETF226.2K shares-26.05%2025-09-302025-11-10 JPM JPMORGAN CHASE & CO. COM34.2K shares-0.13%2025-09-302025-11-10 AMZN AMAZON.COM INC44.6K shares2.95%2025-09-302025-11-10 META META PLATFORMS INC CL A11.4K shares1.09%2025-09-302025-11-10 GOOGL GOOGLE INC33.9K shares-3.91%2025-09-302025-11-10 TSLA TESLA MOTORS INC15.8K shares-8.28%2025-09-302025-11-10 GOOG ALPHABET INC CAP STK CL C25.8K shares-1.00%2025-09-302025-11-10 AVGO AVAGO TECHNOLOGIES LTD17.3K shares4.16%2025-09-302025-11-10 ORCL ORACLE CORPORATION19.1K shares-0.14%2025-09-302025-11-10 VTI VANGUARD TOTAL STK MKT16.2K shares-2.38%2025-09-302025-11-10 VONG VANGUARD RUSSELL 1000 GROWTH ETF43.6K shares-5.86%2025-09-302025-11-10 IEFA ISHARES CORE MSCI EAFE ETF58.1K shares-5.36%2025-09-302025-11-10 NFLX NETFLIX COM INC4.1K shares-1.86%2025-09-302025-11-10 V VISA INC13.2K shares-3.60%2025-09-302025-11-10 IVV ISHARES S&P 500 INDEX5.9K shares-1.25%2025-09-302025-11-10 JPST JPMORGAN ULTRA-SHORT INCOME ETF74.0K shares114.28%2025-09-302025-11-10 FLMI FRANKLIN DYNAMIC MUNICIPAL BOND ETF149.8K sharesnew addition2025-09-302025-11-10 EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF53.8K shares-5.08%2025-09-302025-11-10 BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW7.0K shares3.59%2025-09-302025-11-10 BAC BANK AMERICA CORP COM64.8K shares3.69%2025-09-302025-11-10 PNC PNC FINL SVCS GROUP INC COM16.6K shares2.71%2025-09-302025-11-10 VEA VANGUARD FTSE DEVELOPED MARKETS ETF55.5K shares-0.56%2025-09-302025-11-10 FITB FIFTH THIRD BANCORP70.1K shares-0.73%2025-09-302025-11-10 WMT WALMART INC COM28.4K shares11.52%2025-09-302025-11-10 SPY SPDR S&P 500 ETF TRUST4.1K shares53.06%2025-09-302025-11-10 JNJ JOHNSON & JOHNSON COM14.5K shares12.22%2025-09-302025-11-10 TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD9.5K sharesnew addition2025-09-302025-11-10 HD HOME DEPOT6.5K shares1.40%2025-09-302025-11-10 PLTR PALANTIR TECHNOLOGIES INC CL A14.2K shares-14.72%2025-09-302025-11-10 XOM EXXON MOBIL CORP COM22.4K shares-3.76%2025-09-302025-11-10 HYMB STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF95.7K shares-3.37%2025-09-302025-11-10 CRM SALESFORCE COM10.0K shares20.61%2025-09-302025-11-10 USMV ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD24.7K shares-11.40%2025-09-302025-11-10 WFC WELLS FARGO CO NEW COM27.7K shares3.82%2025-09-302025-11-10 HLMN HILLMAN SOLUTIONS CORP COM252.5K shares0.00%2025-09-302025-11-10 CVX CHEVRON CORP NEW COM14.9K shares70.70%2025-09-302025-11-10 GE GE AEROSPACE COM NEW7.7K shares5.54%2025-09-302025-11-10 LLY ELI LILLY & CO COM3.0K shares-4.93%2025-09-302025-11-10 SPHQ INVESCO S&P 500 QUALITY ETF31.0K shares10.64%2025-09-302025-11-10 BA BOEING CO COM10.2K shares-1.13%2025-09-302025-11-10 ABBV ABBVIE INC COM9.4K shares-0.46%2025-09-302025-11-10 MA MASTERCARD INC3.8K shares1.81%2025-09-302025-11-10 DFIV DIMENSIONAL INTERNATIONAL VALUE ETF46.1K shares9.95%2025-09-302025-11-10 OCC OPTICAL CABLE CORP COM NEW256.5K shares-22.61%2025-09-302025-11-10 C CITIGROUP INC20.4K shares9.01%2025-09-302025-11-10 MRK MERCK & CO INC24.7K shares19.76%2025-09-302025-11-10 NVS NOVARTIS AG ADR15.1K sharesnew addition2025-09-302025-11-10 CSCO CISCO SYS INC28.0K shares7.89%2025-09-302025-11-10 COF CAPITAL ONE FINANCIAL CORP8.7K shares11.50%2025-09-302025-11-10 KO COCA COLA CO COM26.6K shares-5.29%2025-09-302025-11-10 COP CONOCOPHILLIPS COM18.5K shares13.17%2025-09-302025-11-10 NKE NIKE INC CLASS B24.9K shares5.72%2025-09-302025-11-10 SCHW CHARLES SCHWAB CORP18.0K shares-3.31%2025-09-302025-11-10 MCD MCDONALDS CORP COM5.7K shares7.41%2025-09-302025-11-10 SNA SNAP ON INC COM4.9K shares-0.10%2025-09-302025-11-10 SHOP SHOPIFY INC CL A SUB VTG SHS11.2K shares3.72%2025-09-302025-11-10 PM PHILIP MORRIS INTL INC10.2K shares3.40%2025-09-302025-11-10 COST COSTCO WHOLESALE CORP1.8K shares-0.34%2025-09-302025-11-10 UNP UNION PAC CORP COM6.9K shares38.27%2025-09-302025-11-10 USB US BANCORP DEL COM NEW32.7K shares5.50%2025-09-302025-11-10 QQQ POWERSHARES QQQ TR2.6K sharesnew addition2025-09-302025-11-10 IDHQ INVESCO S&P INTERNATIONAL DEVELOPED HIGH QUALITY ETF46.0K shares6.31%2025-09-302025-11-10 RWJ INVESCO S&P SMALLCAP 600 REVENUE ETF32.0K shares9.44%2025-09-302025-11-10 IBM INTL BUSINESS MACHINES5.3K shares-34.32%2025-09-302025-11-10 DIS DISNEY WALT CO COM13.0K shares-3.21%2025-09-302025-11-10 PSX PHILLIPS 6610.8K shares19.70%2025-09-302025-11-10 TJX TJX COS INC NEW COM10.0K shares10.37%2025-09-302025-11-10 CTAS CINTAS CORP7.0K shares-2.86%2025-09-302025-11-10 ABT ABBOTT LABS COM10.8K shares-2.22%2025-09-302025-11-10 MPC MARATHON PETE CORP7.4K shares5.44%2025-09-302025-11-10 ASML ASML HOLDING N V N Y REGISTRY SHS1.5K sharesnew addition2025-09-302025-11-10 MUNI PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND27.2K shares-42.06%2025-09-302025-11-10 GS GOLDMAN SACHS GROUP INC1.8K shares-3.26%2025-09-302025-11-10 RTX RTX CORPORATION COM8.5K shares-5.06%2025-09-302025-11-10 DISV DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF39.2K shares3.92%2025-09-302025-11-10 GEV GE VERNOVA INC COM2.3K shares7.00%2025-09-302025-11-10 GLD SPDR GOLD ETF3.8K shares20.66%2025-09-302025-11-10 VTEB VANGUARD TAX-EXEMPT BOND ETF26.8K shares4.39%2025-09-302025-11-10 HSBC HSBC HOLDINGS PLC SPONS ADR18.8K sharesnew addition2025-09-302025-11-10 CAT CATERPILLAR INC COM2.7K shares20.59%2025-09-302025-11-10 MSI MOTOROLA SOLUTIONS INC COM NEW2.8K shares-0.46%2025-09-302025-11-10 GM GENERAL MOTORS CORP20.9K shares11.89%2025-09-302025-11-10 UNH UNITEDHEALTH GROUP3.5K shares8.07%2025-09-302025-11-10 AMD ADVANCED MICRO DEVICES INC COM7.5K shares29.69%2025-09-302025-11-10 XCEM COLUMBIA EM CORE EX-CHINA ETF33.3K shares-3.25%2025-09-302025-11-10 ICE INTERCONTINENTAL EXCHANGE INC COM7.1K shares9.10%2025-09-302025-11-10 QCOM QUALCOMM INC COM7.1K shares3.25%2025-09-302025-11-10 ADSK AUTODESK INC3.6K shares-3.00%2025-09-302025-11-10 LIN LINDE PLC SHS2.4K shares18.73%2025-09-302025-11-10 VRTX VERTEX PHARMACEUTICALS IN2.9K shares-1.85%2025-09-302025-11-10 DE DEERE & CO COM2.5K shares-9.67%2025-09-302025-11-10 KE KIMBALL ELECTRONICS INC COM38.1K shares0.00%2025-09-302025-11-10 WTW WILLIS TOWERS WATSON PLC LTD SHS3.3K shares11.16%2025-09-302025-11-10 WBD DISCOVERY HLDG CO57.0K shares-1.14%2025-09-302025-11-10 TXN TEXAS INSTRS INC COM6.0K shares1.63%2025-09-302025-11-10 SHEL ROYAL DUTCH SHELL PLC-ADR15.5K sharesnew addition2025-09-302025-11-10 ETN EATON CORP PLC SHS3.0K shares-3.28%2025-09-302025-11-10 ADP AUTOMATIC DATA PROCESSING INC COM3.7K shares-3.91%2025-09-302025-11-10 T AT&T INC COM38.8K shares5.77%2025-09-302025-11-10 CMCSA COMCAST CORP NEW CL A34.7K shares-18.34%2025-09-302025-11-10 SONY SONY GROUP CORP SPONSORED ADR37.8K sharesnew addition2025-09-302025-11-10 PEP PEPSICO INC COM7.7K shares49.26%2025-09-302025-11-10 MGK VANGUARD MEGA CAP GROWTH ETF2.7K shares-2.81%2025-09-302025-11-10 INTU INTUIT INC1.6K shares7.50%2025-09-302025-11-10 AZN ASTRAZENECA PLC- SPONS ADR13.8K sharesnew addition2025-09-302025-11-10 XMHQ INVESCO S&P MIDCAP QUALITY ETF9.9K shares3.84%2025-09-302025-11-10 TM TOYOTA MOTOR CORP ADS5.3K sharesnew addition2025-09-302025-11-10 MNST MONSTER BEVERAGE CORP14.9K shares-0.55%2025-09-302025-11-10 MU MICRON TECHNOLOGY5.9K shares25.67%2025-09-302025-11-10 ABNB AIRBNB INC COM CL A8.1K shares37.08%2025-09-302025-11-10 MS MORGAN STANLEY6.2K shares0.23%2025-09-302025-11-10 AXP AMERICAN EXPRESS CO COM3.0K shares-9.45%2025-09-302025-11-10 ENB ENBRIDGE INC COM19.3K shares6.41%2025-09-302025-11-10 AMAT APPLIED MATLS INC COM4.8K shares4.18%2025-09-302025-11-10 SAP SAP AKTIENGESELLSCHAFT ADR3.6K sharesnew addition2025-09-302025-11-10 TFC TRUIST FINL CORP COM21.0K shares-6.95%2025-09-302025-11-10 VZ VERIZON COMMUNICATIONS21.7K shares7.71%2025-09-302025-11-10 DAL DELTA AIR LINES INC DEL CMN16.8K shares15.32%2025-09-302025-11-10 NOW SERVICE NOW INC1.0K shares-2.10%2025-09-302025-11-10 ISRG INTUITIVE SURGICAL, INC.2.1K shares-18.13%2025-09-302025-11-10 ADI ANALOG DEVICES INC COM3.8K shares1.07%2025-09-302025-11-10 SBUX STARBUCKS CORP10.9K shares-9.60%2025-09-302025-11-10 AMGN AMGEN INC3.3K shares-1.90%2025-09-302025-11-10 NVO NOVO-NORDISK A/S ADR ADR CMN16.6K sharesnew addition2025-09-302025-11-10 XEL XCEL ENERGY INC COM11.3K shares79.10%2025-09-302025-11-10 LOW LOWES COS INC COM3.6K shares-3.11%2025-09-302025-11-10 CLSK CLEANSPARK INC COM NEW62.6K shares-0.11%2025-09-302025-11-10 ALL ALLSTATE CORP4.2K shares6.69%2025-09-302025-11-10 AIG AMERICAN INTL GROUP INC COM NEW11.5K shares10.53%2025-09-302025-11-10 IQV IQVIA HLDGS INC COM4.8K shares23.34%2025-09-302025-11-10 DUK DUKE ENERGY CORP NEW COM NEW7.3K shares17.97%2025-09-302025-11-10 KDP KEURIG DR PEPPER INC COM35.3K shares70.60%2025-09-302025-11-10 BMY BRISTOL-MYERS SQUIBB CO COM20.0K shares1.25%2025-09-302025-11-10 FI FISERV INC6.9K shares32.91%2025-09-302025-11-10 LRCX LAM RESEARCH CORP6.7K shares9.25%2025-09-302025-11-10 TMO THERMO FISHER SCIENTIFIC INC COM1.8K shares11.40%2025-09-302025-11-10 UL UNILEVER PLC SPON ADR NEW14.9K sharesnew addition2025-09-302025-11-10 STT STATE STR CORP COM7.6K shares10.14%2025-09-302025-11-10 S SENTINELONE INC CL A50.0K shares0.00%2025-09-302025-11-10 CME CHICAGO MERCANTILE HLDGS INC3.2K shares-0.61%2025-09-302025-11-10 CB CHUBB LIMITED COM3.1K shares11.14%2025-09-302025-11-10 PID INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF40.9K shares-0.60%2025-09-302025-11-10 TEL TE CONNECTIVITY LTD3.9K shares-9.69%2025-09-302025-11-10 GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK11.5K shares18.78%2025-09-302025-11-10 UBER UBER TECHNOLOGIES INC COM8.8K shares4.63%2025-09-302025-11-10 BTI BRITISH AMERICAN TOBACCO16.1K sharesnew addition2025-09-302025-11-10 NEE NEXTERA ENERGY INC COM11.2K shares-4.28%2025-09-302025-11-10 BK BANK NEW YORK MELLON CORP COM7.7K shares-14.39%2025-09-302025-11-10 EOG EOG RESOURCES INC7.4K shares-3.47%2025-09-302025-11-10 EFX EQUIFAX INC COM3.2K shares5.94%2025-09-302025-11-10 ORLY O REILLY AUTOMOTIVE INC7.7K shares0.92%2025-09-302025-11-10 BLK BLACKROCK INC703 shares-20.83%2025-09-302025-11-10 BABA ALIBABA GROUP HLDG LTD SPONSORED ADS4.6K sharesnew addition2025-09-302025-11-10 PGR PROGRESSIVE CORP COM3.3K shares-36.77%2025-09-302025-11-10 PFE PFIZER INC COM31.9K shares3.92%2025-09-302025-11-10 NDAQ NASDAQ STK MKT INC9.2K shares2.87%2025-09-302025-11-10 CBRE CBRE GROUP INC A5.1K shares-9.11%2025-09-302025-11-10 RIO RIO TINTO PLC SPON ADR12.3K sharesnew addition2025-09-302025-11-10 ALLY ALLY FINL INC COM20.6K shares9.61%2025-09-302025-11-10 ELV ELEVANCE HEALTH INC FORMERLY A COM2.5K shares8.93%2025-09-302025-11-10 GD GENERAL DYNAMICS CORP COM2.3K shares4.66%2025-09-302025-11-10 BP BP PLC SPONSORED ADR23.0K sharesnew addition2025-09-302025-11-10 IUSG ISHARES CORE S&P U.S. GROWTH ETF4.8K shares-0.65%2025-09-302025-11-10 DFAT DIMENSIONAL U.S. TARGETED VALUE ETF13.2K shares54.85%2025-09-302025-11-10 FCNCA FIRST CTZNS BANCSHARES INC DEL CL A427 shares12.37%2025-09-302025-11-10 DOV DOVER CORP COM4.5K shares10.74%2025-09-302025-11-10 PH PARKER-HANNIFIN CORP COM991 shares-7.90%2025-09-302025-11-10 MDT MEDTRONIC PLC SHS7.8K shares24.51%2025-09-302025-11-10 RCL ROYAL CARRIBBEAN CRUISES LTD2.3K shares-0.53%2025-09-302025-11-10 BKNG BOOKING HOLDINGS INC COM134 shares11.67%2025-09-302025-11-10 RY ROYAL BANK OF CANADA4.9K shares13.93%2025-09-302025-11-10 RGA REINSURANCE GRP OF AMERICA INC COM NEW3.7K shares40.71%2025-09-302025-11-10 WELL HEALTH CARE REIT INC4.0K sharesnew addition2025-09-302025-11-10 DOW DOW INC COM30.8K shares-10.58%2025-09-302025-11-10 INTC INTEL CORP COM21.0K shares-26.45%2025-09-302025-11-10 CTVA CORTEVA INC COM10.3K shares3.24%2025-09-302025-11-10 REGN REGENERON PHARMACEUTICALS INC1.2K shares22.22%2025-09-302025-11-10 MO ALTRIA GROUP INC COM10.3K shares28.52%2025-09-302025-11-10 HON HONEYWELL INTL INC3.2K shares-13.14%2025-09-302025-11-10 TRGP TARGA RES CORP COM4.0K sharesnew addition2025-09-302025-11-10 AEM AGNICO EAGLE MINES LTD COM3.9K shares8.09%2025-09-302025-11-10 ADBE ADOBE SYS INC1.9K shares31.86%2025-09-302025-11-10 SPGI S&P GLOBAL INC COM1.3K shares-2.62%2025-09-302025-11-10 KLAC KLA-TENCOR CORP602 shares0.50%2025-09-302025-11-10 CG CARLYLE GROUP INC COM10.4K shares9.83%2025-09-302025-11-10 PANW PALO ALTO NETWORKS INC COM3.2K shares26.77%2025-09-302025-11-10 APD AIR PRODS & CHEMS INC COM2.4K shares-5.14%2025-09-302025-11-10 D DOMINION RESOURCES INC10.4K shares0.33%2025-09-302025-11-10 GPN GLOBAL PAYMENTS INC7.6K shares9.35%2025-09-302025-11-10 NULV NUVEEN ESG LARGE-CAP VALUE ETF14.2K shares0.00%2025-09-302025-11-10 APA APA CORPORATION COM24.9K shares8.55%2025-09-302025-11-10 BHP BHP GROUP LTD SPONSORED ADS10.8K sharesnew addition2025-09-302025-11-10 BN BROOKFIELD CORP CL A LTD VT SH8.7K shares-10.25%2025-09-302025-11-10 YUM YUM! BRANDS INC3.9K shares-1.08%2025-09-302025-11-10 HBAN HUNTINGTON BANCSHARES INC COM34.3K shares0.40%2025-09-302025-11-10 THO THOR INDS INC5.6K shares-14.12%2025-09-302025-11-10 M MACYS INC COM32.5K shares1.10%2025-09-302025-11-10 F FORD MOTOR COMPANY47.2K shares-1.72%2025-09-302025-11-10 TTE TOTAL SA ADR9.4K sharesnew addition2025-09-302025-11-10 BSX BOSTON SCIENTIFIC CORP5.7K shares-15.88%2025-09-302025-11-10 MTB M & T BK CORP COM2.8K shares6.22%2025-09-302025-11-10 MCK MCKESSON CORP720 shares4.20%2025-09-302025-11-10 CHTR CHARTER COMMUNICATIONS INC NEW CL A2.0K shares4.29%2025-09-302025-11-10 UBS UBS AG NEW F13.4K shares5.51%2025-09-302025-11-10 SYK STRYKER CORP1.5K shares13.24%2025-09-302025-11-10 KR KROGER CO COM8.1K shares-0.22%2025-09-302025-11-10 SO SOUTHERN CO COM5.8K shares1.64%2025-09-302025-11-10 DELL DELL TECHNOLOGIES INC CL C3.8K shares24.47%2025-09-302025-11-10 PLD PROLOGIS SHARE BENEFICIAL INT4.7K sharesnew addition2025-09-302025-11-10 GILD GILEAD SCIENCES INC4.9K shares9.82%2025-09-302025-11-10 IYW ISHARES DJ US TECHNOLOGY2.7K shares0.00%2025-09-302025-11-10 ING ING GROEP NV ADR20.4K sharesnew addition2025-09-302025-11-10 TT TRANE TECHNOLOGIES PLC SHS1.3K shares-1.02%2025-09-302025-11-10 SPG SIMON PROPERTY GROUP INC2.8K sharesnew addition2025-09-302025-11-10 PYPL PAYPAL HLDGS INC COM7.8K shares-6.96%2025-09-302025-11-10 TMUS T-MOBILE US INC COM2.2K shares-0.82%2025-09-302025-11-10 VOO VANGUARD S&P 500 ETF839 shares8.54%2025-09-302025-11-10 MUFG MITSUBISHI UFJ FINL GROUP INC SPONSORED32.1K sharesnew addition2025-09-302025-11-10 ANET ARISTA NETWORKS INC COM SHS3.5K shares25.00%2025-09-302025-11-10 CLF CLEVELAND-CLIFFS INC NEW COM41.2K shares0.32%2025-09-302025-11-10 NGG NATIONAL GRID TRANSCO PLC6.8K sharesnew addition2025-09-302025-11-10 ACN ACCENTURE LTD BERMUDA CL A2.0K shares-45.24%2025-09-302025-11-10 FBTC FIDELITY WISE ORIGIN BITCOIN FUND4.8K shares56.07%2025-09-302025-11-10 NSC NORFOLK SOUTHERN CRP1.6K shares-9.89%2025-09-302025-11-10 SAN 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