Sponsored
The Analysis of LEGACY FINANCIAL INDEPENDENT ADVISORS LLC's Holdings & P&L
Currently, LEGACY FINANCIAL INDEPENDENT ADVISORS LLC holds 113 types of securities in its portfolio with a total value $192.2M. In the most recent quarter, they have increased their positions in N/A (+242.4K shares, valued at $12.8M), N/A (+235.7K shares, valued at $8.6M), IBM (+28.0K shares, valued at $6.8M); initiated new positions in N/A (+242.4K shares, valued at $12.8M), N/A (+235.7K shares, valued at $8.6M), IBM (+28.0K shares, valued at $6.8M).
1M P&L
-9.0M-5.04%
3M P&L
+63.6K+0.04%
HY P&L
+1.2M+0.71%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1Utilities - Regulated Electric27.4M
17.0%
2N/A25.8M
16.0%
3Software - Infrastructure10.3M
6.4%
Top Industries by Stock Count
1N/A20 stocks
19.6%
2Utilities - Regulated Electric6 stocks
5.9%
3Beverages - Non-Alcoholic4 stocks
3.9%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
GOLDMAN SACHS GROWTH OPPORTUNITIES ETF GOLDMAN SACHS GROWTH OPPORTUNITIES ETF235.7K sharesnew addition2026-03-312026-05-05
DUKE ENERGY CORPORATION NEW COM NEW DUKE ENERGY CORPORATION NEW COM NEW48.3K sharesnew addition2026-03-312026-05-05
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
CELESTICA INCORPORATED (CANADA) CELESTICA INCORPORATED (CANADA)2.5K sharesnew addition2026-03-312026-05-05
Sponsored
CWB STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF6.5K sharesnew addition2026-03-312026-05-05
Sponsored
DRAFTKINGS INCORPORATED NEW COM CLASS A DRAFTKINGS INCORPORATED NEW COM CLASS A21.8K sharesnew addition2026-03-312026-05-05
Sponsored
Sponsored
Sponsored
Sponsored
TE CONNECTIVITY PLC ORD SHS (IRELAND) TE CONNECTIVITY PLC ORD SHS (IRELAND)1.3K sharesnew addition2026-03-312026-05-05
Sponsored
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW443 sharesnew addition2026-03-312026-05-05
STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF2.1K sharesnew addition2026-03-312026-05-05
ALPHABET INCORPORATED CAP STK CLASS C ALPHABET INCORPORATED CAP STK CLASS C704 sharesnew addition2026-03-312026-05-05
Sponsored
ALERIAN MLP ETF
NewALERIAN MLP ETF
Shares242.4K
Event2026-03-31
Filed2026-05-05
GOLDMAN SACHS GROWTH OPPORTUNITIES ETF
NewGOLDMAN SACHS GROWTH OPPORTUNITIES ETF
Shares235.7K
Event2026-03-31
Filed2026-05-05
IBM
NewINTERNATIONAL BUSINESS MACHINES
Shares28.0K
Event2026-03-31
Filed2026-05-05
DUKE ENERGY CORPORATION NEW COM NEW
NewDUKE ENERGY CORPORATION NEW COM NEW
Shares48.3K
Event2026-03-31
Filed2026-05-05
SO
NewSOUTHERN COMPANY
Shares64.5K
Event2026-03-31
Filed2026-05-05
AEP
NewAMERICAN ELEC PWR COMPANY INCORPORATED
Shares45.5K
Event2026-03-31
Filed2026-05-05
SPG
NewSIMON PROPERTY GROUP INCORPORATED NEW REIT
Shares29.2K
Event2026-03-31
Filed2026-05-05
WCMI
NewFIRST TRUST WCM INTERNATIONAL EQUITY ETF
Shares321.4K
Event2026-03-31
Filed2026-05-05
PPL
NewPPL CORPORATION
Shares137.0K
Event2026-03-31
Filed2026-05-05
IG
NewPRINCIPAL INVESTMENT GRADE CORPORATE ACTIVE ETF
Shares239.5K
Event2026-03-31
Filed2026-05-05
MSFT
NewMICROSOFT CORPORATION
Shares12.8K
Event2026-03-31
Filed2026-05-05
ED
NewCONSOLIDATED EDISON INCORPORATED
Shares39.2K
Event2026-03-31
Filed2026-05-05
WM
NewWASTE MGMT INCORPORATED DEL
Shares18.7K
Event2026-03-31
Filed2026-05-05
AEE
NewAMEREN CORPORATION
Shares37.8K
Event2026-03-31
Filed2026-05-05
CDNS
NewCADENCE DESIGN SYSTEMS INCORPORATED
Shares14.9K
Event2026-03-31
Filed2026-05-05
MCK
NewMCKESSON CORPORATION
Shares4.8K
Event2026-03-31
Filed2026-05-05
AXP
NewAMERICAN EXPRESS COMPANY
Shares13.6K
Event2026-03-31
Filed2026-05-05
COF
NewCAPITAL ONE FINL CORPORATION
Shares21.9K
Event2026-03-31
Filed2026-05-05
HYLS
NewFIRST TRUST TACTICAL HIGH YIELD ETF
Shares96.9K
Event2026-03-31
Filed2026-05-05
PSA
NewPUBLIC STORAGE OPER COMPANY REIT
Shares14.3K
Event2026-03-31
Filed2026-05-05
MAA
NewMID-AMER APT CMNTYS INCORPORATED REIT
Shares30.2K
Event2026-03-31
Filed2026-05-05
LLY
NewELI LILLY & COMPANY
Shares3.8K
Event2026-03-31
Filed2026-05-05
ORCL
NewORACLE CORPORATION
Shares23.0K
Event2026-03-31
Filed2026-05-05
CVX
NewCHEVRON CORPORATION
Shares15.2K
Event2026-03-31
Filed2026-05-05
META
NewMETA PLATFORMS INCORPORATED CLASS A
Shares5.1K
Event2026-03-31
Filed2026-05-05
VBF
NewINVESCO BD FD
Shares190.4K
Event2026-03-31
Filed2026-05-05
AMZN
NewAMAZON COM INCORPORATED
Shares13.6K
Event2026-03-31
Filed2026-05-05
NRG
NewNRG ENERGY INCORPORATED COM NEW
Shares17.1K
Event2026-03-31
Filed2026-05-05
MAR
NewMARRIOTT INTERNATIONAL INCORPORATED
Shares7.5K
Event2026-03-31
Filed2026-05-05
LMT
NewLOCKHEED MARTIN CORPORATION
Shares4.0K
Event2026-03-31
Filed2026-05-05
TTWO
NewTAKE-TWO INTERACTIVE SOFTWARE
Shares11.8K
Event2026-03-31
Filed2026-05-05
EVT
NewEATON VANCE TAX ADVT DIV INCM
Shares90.8K
Event2026-03-31
Filed2026-05-05
CAT
NewCATERPILLAR INCORPORATED
Shares2.9K
Event2026-03-31
Filed2026-05-05
AAPL
NewAPPLE INCORPORATED
Shares6.8K
Event2026-03-31
Filed2026-05-05
MNST
NewMONSTER BEVERAGE CORPORATION NEW
Shares22.5K
Event2026-03-31
Filed2026-05-05
CRWD
NewCROWDSTRIKE HLDGS INCORPORATED CLASS A
Shares4.0K
Event2026-03-31
Filed2026-05-05
WSBC
NewWESBANCO INCORPORATED
Shares42.6K
Event2026-03-31
Filed2026-05-05
ABBV
NewABBVIE INCORPORATED
Shares6.4K
Event2026-03-31
Filed2026-05-05
EIPI
NewFT ENERGY INCOME PARTNERS ENHANCED INCOME ETF
Shares61.3K
Event2026-03-31
Filed2026-05-05
D
NewDOMINION ENERGY INCORPORATED
Shares21.9K
Event2026-03-31
Filed2026-05-05
JPM
NewJPMORGAN CHASE & COMPANY
Shares4.4K
Event2026-03-31
Filed2026-05-05
XOM
NewEXXON MOBIL CORPORATION
Shares7.2K
Event2026-03-31
Filed2026-05-05
WMT
NewWALMART INCORPORATED
Shares8.9K
Event2026-03-31
Filed2026-05-05
PNC
NewPNC FINL SVCS GROUP INCORPORATED
Shares5.3K
Event2026-03-31
Filed2026-05-05
CHDN
NewCHURCHILL DOWNS INCORPORATED
Shares12.3K
Event2026-03-31
Filed2026-05-05
DIS
NewDISNEY WALT COMPANY
Shares11.2K
Event2026-03-31
Filed2026-05-05
PLD
NewPROLOGIS INCORPORATED. REIT
Shares7.9K
Event2026-03-31
Filed2026-05-05
BTSG
NewBRIGHTSPRING HEALTH SVCS INCORPORATED
Shares24.0K
Event2026-03-31
Filed2026-05-05
FIX
NewCOMFORT SYSTEMS USA INCORPORATED
Shares619
Event2026-03-31
Filed2026-05-05
STRL
NewSTERLING INFRASTRUCTURE INCORPORATED
Shares2.0K
Event2026-03-31
Filed2026-05-05
JNJ
NewJOHNSON & JOHNSON
Shares3.2K
Event2026-03-31
Filed2026-05-05
GE AEROSPACE COM NEW
NewGE AEROSPACE COM NEW
Shares2.7K
Event2026-03-31
Filed2026-05-05
CSX
NewCSX CORPORATION
Shares18.6K
Event2026-03-31
Filed2026-05-05
TXRH
NewTEXAS ROADHOUSE INCORPORATED
Shares4.2K
Event2026-03-31
Filed2026-05-05
CELESTICA INCORPORATED (CANADA)
NewCELESTICA INCORPORATED (CANADA)
Shares2.5K
Event2026-03-31
Filed2026-05-05
VNQ
NewVANGUARD REAL ESTATE ETF
Shares7.7K
Event2026-03-31
Filed2026-05-05
LHX
NewL3HARRIS TECHNOLOGIES INCORPORATED
Shares2.0K
Event2026-03-31
Filed2026-05-05
CCJ
NewCAMECO CORPORATION (CANADA)
Shares5.9K
Event2026-03-31
Filed2026-05-05
JBL
NewJABIL INCORPORATED
Shares2.4K
Event2026-03-31
Filed2026-05-05
VTR
NewVENTAS INCORPORATED REIT
Shares7.6K
Event2026-03-31
Filed2026-05-05
CWB
NewSTATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF
Shares6.5K
Event2026-03-31
Filed2026-05-05
PLTR
NewPALANTIR TECHNOLOGIES INCORPORATED CLASS A
Shares4.0K
Event2026-03-31
Filed2026-05-05
HUBBELL INCORPORATED
NewHUBBELL INCORPORATED
Shares1.2K
Event2026-03-31
Filed2026-05-05
AER
NewAERCAP HOLDINGS NV SHS (NETHERLANDS)
Shares3.9K
Event2026-03-31
Filed2026-05-05
PG
NewPROCTER & GAMBLE COMPANY
Shares3.6K
Event2026-03-31
Filed2026-05-05
TIP
NewISHARES TR TIPS BD ETF
Shares4.6K
Event2026-03-31
Filed2026-05-05
ASML
NewASML HLDG NV N Y REGISTRY SHS (NETHERLANDS)
Shares381
Event2026-03-31
Filed2026-05-05
EQR
NewEQUITY RESIDENTIAL SH BEN INT REIT
Shares8.5K
Event2026-03-31
Filed2026-05-05
DOC
NewHEALTHPEAK PROPERTIES INCORPORATED REIT
Shares30.5K
Event2026-03-31
Filed2026-05-05
FRA
NewBLACKROCK FLOATING RATE INCOME
Shares45.0K
Event2026-03-31
Filed2026-05-05
CEG
NewCONSTELLATION ENERGY CORPORATION
Shares1.7K
Event2026-03-31
Filed2026-05-05
DRAFTKINGS INCORPORATED NEW COM CLASS A
NewDRAFTKINGS INCORPORATED NEW COM CLASS A
Shares21.8K
Event2026-03-31
Filed2026-05-05
WMB
NewWILLIAMS COMPANIES INCORPORATED
Shares6.3K
Event2026-03-31
Filed2026-05-05
SABA
NewSABA CAPITAL INCOME & OPPORTUN COM NEW
Shares50.3K
Event2026-03-31
Filed2026-05-05
XLK
NewSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
Shares3.1K
Event2026-03-31
Filed2026-05-05
JCI
NewJOHNSON CONTROLS INTERNATION SHS (IRELAND)
Shares3.0K
Event2026-03-31
Filed2026-05-05
UPS
NewUNITED PARCEL SVCS INCORPORATED CLASS B
Shares3.9K
Event2026-03-31
Filed2026-05-05
T
NewAT&T INCORPORATED
Shares12.9K
Event2026-03-31
Filed2026-05-05
TSLA
NewTESLA INCORPORATED
Shares981
Event2026-03-31
Filed2026-05-05
CCIR
NewKYIVSTAR GROUP LIMITED ORD SHS (BERMUDA)
Shares35.2K
Event2026-03-31
Filed2026-05-05
YUM
NewYUM BRANDS INCORPORATED
Shares2.3K
Event2026-03-31
Filed2026-05-05
BNDX
NewVANGUARD TOTAL INTERNATIONAL BOND ETF
Shares7.2K
Event2026-03-31
Filed2026-05-05
MO
NewALTRIA GROUP INCORPORATED
Shares5.2K
Event2026-03-31
Filed2026-05-05
SPY
NewSTATE STREET SPDR S&P 500 ETF TRUST
Shares518
Event2026-03-31
Filed2026-05-05
LNG
NewCHENIERE ENERGY INCORPORATED COM NEW
Shares1.2K
Event2026-03-31
Filed2026-05-05
GS
NewGOLDMAN SACHS GROUP INCORPORATED
Shares384
Event2026-03-31
Filed2026-05-05
EVR
NewEVERCORE INCORPORATED CLASS A
Shares1.1K
Event2026-03-31
Filed2026-05-05
MCD
NewMCDONALDS CORPORATION
Shares1.0K
Event2026-03-31
Filed2026-05-05
ALNT
NewALLIENT INCORPORATED
Shares5.3K
Event2026-03-31
Filed2026-05-05
CBRE
NewCBRE GROUP INCORPORATED CLASS A
Shares2.3K
Event2026-03-31
Filed2026-05-05
DG
NewDOLLAR GENERAL CORPORATION
Shares2.5K
Event2026-03-31
Filed2026-05-05
GLD
NewSPDR GOLD SHARES
Shares677
Event2026-03-31
Filed2026-05-05
TMUS
NewT-MOBILE US INCORPORATED
Shares1.3K
Event2026-03-31
Filed2026-05-05
NU
NewNU HLDGS LIMITED ORD SHS CLASS A (CAYMAN ISLANDS)
Shares19.5K
Event2026-03-31
Filed2026-05-05
PEP
NewPEPSICO INCORPORATED
Shares1.8K
Event2026-03-31
Filed2026-05-05
KO
NewCOCA COLA COMPANY
Shares3.6K
Event2026-03-31
Filed2026-05-05
COCO
NewVITA COCO COMPANY INCORPORATED
Shares5.6K
Event2026-03-31
Filed2026-05-05
XLI
NewSTATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF
Shares1.6K
Event2026-03-31
Filed2026-05-05
TE CONNECTIVITY PLC ORD SHS (IRELAND)
NewTE CONNECTIVITY PLC ORD SHS (IRELAND)
Shares1.3K
Event2026-03-31
Filed2026-05-05
EBAY
NewEBAY INCORPORATED.
Shares2.8K
Event2026-03-31
Filed2026-05-05
ASH
NewASHLAND INCORPORATED
Shares4.4K
Event2026-03-31
Filed2026-05-05
CSCO
NewCISCO SYSTEMS INCORPORATED
Shares3.1K
Event2026-03-31
Filed2026-05-05
COST
NewCOSTCO WHOLESALE CORPORATION
Shares241
Event2026-03-31
Filed2026-05-05
XLF
NewSTATE STREET FINANCIAL SELECT SECTOR SPDR ETF
Shares4.6K
Event2026-03-31
Filed2026-05-05
NSC
NewNORFOLK SOUTHN CORPORATION
Shares743
Event2026-03-31
Filed2026-05-05
TFC
NewTRUIST FINL CORPORATION
Shares4.6K
Event2026-03-31
Filed2026-05-05
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
NewBERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
Shares443
Event2026-03-31
Filed2026-05-05
BF.A
NewBROWN FORMAN CORPORATION CLASS A
Shares7.8K
Event2026-03-31
Filed2026-05-05
STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF
NewSTATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF
Shares2.1K
Event2026-03-31
Filed2026-05-05
ALPHABET INCORPORATED CAP STK CLASS C
NewALPHABET INCORPORATED CAP STK CLASS C
Shares704
Event2026-03-31
Filed2026-05-05
PGX
NewINVESCO PREFERRED ETF
Shares16.4K
Event2026-03-31
Filed2026-05-05
FVRR
NewFIVERR INTERNATIONAL LIMITED ORD SHS (ISRAEL)
Shares17.3K
Event2026-03-31
Filed2026-05-05
DNP
NewDNP SELECT INCOME FD INCORPORATED
Shares14.6K
Event2026-03-31
Filed2026-05-05
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available