Legacy Financial Advisors, Inc. Purchases in Q3 2025

Legacy Financial Advisors, Inc.

  • $602 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
4.59K
+ 5.97%
$202.38 - $256.87 $929K - $1.18M
81.4K $20.7M
FLMI
Franklin Dynamic Municipal Bon

ETFs
150K
New
$23.96 - $24.81 $3.59M - $3.72M
150K $3.71M
NVDA
Nvidia Corp

Technology
522
+ 0.47%
$153.3 - $186.58 $80K - $97.4K
112K $20.8M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
9.51K
New
$224.68 - $282.71 $2.14M - $2.69M
9.51K $2.66M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
39.5K
+ 114.28%
$50.47 - $50.74 $1.99M - $2M
74K $3.76M
NVS
Novartis Ag

Healthcare
15.1K
New
$113.5 - $129.73 $1.71M - $1.95M
15.1K $1.93M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.59K
New
$546.99 - $602.2 $1.42M - $1.56M
2.59K $1.55M
ASML
Asml Holding Nv

Technology
1.47K
New
$689.63 - $968.09 $1.01M - $1.42M
1.47K $1.42M
HSBC
Hsbc Holdings PLC

Financial Services
18.8K
New
$60.27 - $70.98 $1.13M - $1.33M
18.8K $1.33M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
1.81K
+ 0.82%
$85.93 - $92.12 $156K - $167K
224K $20.4M
SHEL
Shell PLC

Energy
15.5K
New
$69.82 - $73.93 $1.08M - $1.15M
15.5K $1.11M
SONY
Sony Group Corp

Technology
37.8K
New
$23.92 - $30.07 $904K - $1.14M
37.8K $1.09M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.43K
+ 53.06%
$617.65 - $666.84 $883K - $953K
4.12K $2.75M
CVX
Chevron Corp

Energy
6.17K
+ 70.7%
$145.57 - $161.83 $899K - $999K
14.9K $2.31M
MSFT
Microsoft Corp

Technology
650
+ 1.85%
$491.09 - $535.64 $319K - $348K
35.9K $18.6M
AZN
Astrazeneca PLC

Healthcare
13.8K
New
$68.72 - $82.11 $949K - $1.13M
13.8K $1.06M
TM
Toyota Motor Corp

Consumer Cyclical
5.27K
New
$167.86 - $202.79 $884K - $1.07M
5.27K $1.01M
SAP
Sap Se

Technology
3.63K
New
$252.42 - $311.93 $915K - $1.13M
3.63K $968K
NVO
Novo Nordisk A S

Healthcare
16.6K
New
$45.38 - $71.7 $751K - $1.19M
16.6K $918K
UL
Unilever PLC

Consumer Defensive
14.9K
New
$58.43 - $65.01 $870K - $968K
14.9K $882K
BTI
British American Tobacco P.L.C.

Consumer Defensive
16.1K
New
$46.69 - $59.27 $749K - $951K
16.1K $851K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
4.56K
New
$103.83 - $179.9 $473K - $820K
4.56K $814K
RIO
Rio Tinto PLC

Basic Materials
12.3K
New
$57.66 - $66.01 $707K - $809K
12.3K $809K
BP
Bp PLC

Energy
23K
New
$30.25 - $35.69 $697K - $822K
23K $793K
JNJ
Johnson & Johnson

Healthcare
1.58K
+ 12.22%
$155.17 - $185.42 $245K - $293K
14.5K $2.69M
WELL
Welltower Inc.

Real Estate
3.99K
New
$150.71 - $178.14 $601K - $710K
3.99K $710K
TRGP
Targa Resources Corp.

Energy
3.98K
New
$160.52 - $174.4 $639K - $694K
3.98K $666K
TTE
Total Energies Se

Energy
9.43K
New
N/A
9.43K $647K
BHP
Bhp Group LTD

Basic Materials
10.8K
New
$48.67 - $56.22 $525K - $607K
10.8K $601K
PLD
Prologis, Inc.

Real Estate
4.73K
New
$104.08 - $115.35 $493K - $546K
4.73K $542K
ING
Ing Groep Nv

Financial Services
20.4K
New
$22.0 - $26.08 $450K - $533K
20.4K $533K
SPG
Simon Property Group Inc

Real Estate
2.81K
New
$159.93 - $187.67 $449K - $527K
2.81K $526K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
32.1K
New
$13.29 - $16.05 $426K - $515K
32.1K $511K
NGG
National Grid PLC

Utilities
6.76K
New
$67.98 - $74.38 $460K - $503K
6.76K $491K
XEL
Xcel Energy Inc

Utilities
5.01K
+ 79.1%
$67.56 - $80.65 $338K - $404K
11.3K $914K
UNP
Union Pacific Corp

Industrials
1.9K
+ 38.27%
$214.91 - $237.16 $409K - $451K
6.88K $1.63M
C
Citigroup Inc

Financial Services
1.69K
+ 9.01%
$85.57 - $103.49 $144K - $175K
20.4K $2.07M
SAN
Banco Santander, S.A.

Financial Services
44.8K
New
$8.27 - $10.48 $371K - $470K
44.8K $469K
MRK
Merck & Co., Inc.

Healthcare
4.07K
+ 19.76%
$77.6 - $87.37 $316K - $356K
24.7K $2.07M
GE
General Electric CO

Industrials
404
+ 5.54%
$244.75 - $305.63 $98.9K - $123K
7.69K $2.31M
WMT
Walmart Inc.

Consumer Defensive
2.93K
+ 11.52%
$94.4 - $104.27 $277K - $306K
28.4K $2.93M
SHOP
Shopify Inc.

Technology
401
+ 3.72%
$112.11 - $157.12 $45K - $63K
11.2K $1.66M
CAT
Caterpillar Inc

Industrials
461
+ 20.59%
$390.92 - $477.15 $180K - $220K
2.7K $1.29M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
21.8K
New
$14.73 - $19.31 $321K - $421K
21.8K $419K
MU
Micron Technology Inc

Technology
1.21K
+ 25.67%
$104.88 - $168.89 $127K - $205K
5.93K $992K
PEP
Pepsico Inc

Consumer Defensive
2.55K
+ 49.26%
$133.81 - $152.16 $341K - $388K
7.73K $1.09M
NEM
Newmont Corp

Basic Materials
4.72K
New
$57.35 - $85.25 $270K - $402K
4.72K $397K
AMD
Advanced Micro Devices Inc

Technology
1.72K
+ 29.69%
$134.8 - $184.42 $232K - $318K
7.53K $1.22M
PSX
Phillips 66

Energy
1.77K
+ 19.7%
$118.37 - $139.46 $210K - $247K
10.8K $1.47M
Activity Summary
Buys All Purchases 268 New Holdings 93 Increased Positions 175 Sells All Sells 135 Reductions 135 Sold out 0 Options Calls 0 Puts 0
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