Legacy Financial Advisors, Inc. Purchases in Q3 2024

Legacy Financial Advisors, Inc.

  • $515 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CB
Chubb LTD

Financial Services
168
+ 6.76%
$252.51 - $292.2 $42.4K - $49.1K
2.65K $765K
NVS
Novartis Ag

Healthcare
330
+ 3.07%
$106.13 - $120.89 $35K - $39.9K
11.1K $1.28M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
25.5K
+ 80.04%
$8.26 - $12.16 $211K - $310K
57.4K $513K
BTI
British American Tobacco P.L.C.

Consumer Defensive
1.98K
+ 20.67%
$31.07 - $39.36 $61.4K - $77.8K
11.5K $422K
BMY
Bristol Myers Squibb CO

Healthcare
539
+ 5.66%
$39.66 - $51.75 $21.4K - $27.9K
10.1K $520K
SAP
Sap Se

Technology
319
+ 17.37%
$197.21 - $231.0 $62.9K - $73.7K
2.16K $493K
TXN
Texas Instruments Inc

Technology
628
+ 7.02%
$194.6 - $194.6 $122K - $122K
9.58K $1.86M
CLX
Clorox CO

Consumer Defensive
23
+ 0.52%
$131.73 - $166.97 $3.03K - $3.84K
4.49K $731K
GS
Goldman Sachs Group Inc

Financial Services
128
+ 9.62%
$459.02 - $510.25 $58.8K - $65.3K
1.46K $721K
PLD
Prologis, Inc.

Real Estate
501
+ 12.95%
$111.95 - $132.43 $56.1K - $66.3K
4.37K $551K
APD
Air Products & Chemicals, Inc.

Basic Materials
120
+ 6.31%
$247.34 - $300.11 $29.7K - $36K
2.02K $602K
TT
Trane Technologies PLC

Industrials
100
+ 8.38%
$314.21 - $388.71 $31.4K - $38.9K
1.29K $502K
PEP
Pepsico Inc

Consumer Defensive
364
+ 4.02%
$161.9 - $179.3 $58.9K - $65.3K
9.43K $1.6M
RELX
Relx PLC

Communication Services
2.1K
+ 39.96%
$44.1 - $48.86 $92.4K - $102K
7.34K $348K
DHR
Danaher Corp

Healthcare
124
+ 4.8%
$239.25 - $280.76 $29.7K - $34.8K
2.71K $753K
SPGI
S&P Global Inc.

Financial Services
42
+ 3.52%
$446.32 - $527.38 $18.7K - $22.1K
1.24K $638K
MNST
Monster Beverage Corp

Consumer Defensive
1.45K
+ 11.31%
$45.01 - $52.47 $65.3K - $76.1K
14.3K $745K
TMUS
T Mobile Us, Inc.

Communication Services
169
+ 7.78%
$175.14 - $206.36 $29.6K - $34.9K
2.34K $482K
PANW
Palo Alto Networks Inc

Technology
285
+ 39.15%
$294.18 - $368.01 $83.8K - $105K
1.01K $346K
DUK
Duke Energy Corp

Utilities
108
+ 1.86%
$99.35 - $117.71 $10.7K - $12.7K
5.91K $681K
RHI
Robert Half International Inc.

Industrials
931
+ 9.13%
$59.34 - $68.28 $55.2K - $63.6K
11.1K $750K
TJX
Tjx Companies Inc

Consumer Cyclical
293
+ 3.74%
$107.93 - $120.23 $31.6K - $35.2K
8.14K $956K
RY
Royal Bank Of Canada

Financial Services
149
+ 3.92%
$105.65 - $124.73 $15.7K - $18.6K
3.95K $492K
WELL
Welltower Inc.

Real Estate
184
+ 7.12%
$104.0 - $129.74 $19.1K - $23.9K
2.77K $354K
MTB
M&T Bank Corp

Financial Services
100
+ 4.0%
$146.49 - $179.85 $14.6K - $18K
2.6K $463K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
372
+ 9.86%
$105.53 - $118.34 $39.3K - $44K
4.14K $484K
VFC
V F Corp

Consumer Cyclical
86
+ 0.74%
$12.74 - $19.95 $1.1K - $1.72K
11.8K $234K
COST
Costco Wholesale Corp

Consumer Defensive
16
+ 0.92%
$801.83 - $917.05 $12.8K - $14.7K
1.76K $1.56M
YUM
Yum Brands Inc

Consumer Cyclical
375
+ 10.84%
$125.95 - $139.96 $47.2K - $52.5K
3.84K $535K
CSX
Csx Corp

Industrials
1.96K
+ 23.32%
$32.48 - $35.45 $63.5K - $69.3K
10.3K $356K
D
Dominion Energy, Inc

Utilities
202
+ 2.83%
$48.01 - $58.53 $9.7K - $11.8K
7.34K $424K
ITUB
Itau Unibanco Holding S.A.

Financial Services
9.39K
+ 68.7%
$5.73 - $6.87 $53.8K - $64.5K
23.1K $153K
XEL
Xcel Energy Inc

Utilities
206
+ 4.07%
$52.11 - $65.3 $10.7K - $13.5K
5.27K $344K
NSC
Norfolk Southern Corp

Industrials
105
+ 8.41%
$213.75 - $259.69 $22.4K - $27.3K
1.35K $336K
AMGN
Amgen Inc

Healthcare
41
+ 0.73%
$309.38 - $337.38 $12.7K - $13.8K
5.65K $1.82M
MDLZ
Mondelez International, Inc.

Consumer Defensive
264
+ 4.74%
$64.35 - $75.71 $17K - $20K
5.84K $430K
NOC
Northrop Grumman Corp

Industrials
13
+ 2.05%
$423.73 - $533.14 $5.51K - $6.93K
647 $341K
BCE
Bce Inc

Communication Services
1.38K
+ 19.26%
$31.33 - $36.08 $43.2K - $49.7K
8.53K $296K
PFE
Pfizer Inc

Healthcare
523
+ 1.01%
$27.7 - $31.39 $14.5K - $16.4K
52.2K $1.51M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
144
+ 6.59%
$138.85 - $182.81 $20K - $26.3K
2.33K $412K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
702
+ 22.57%
$73.86 - $84.2 $51.8K - $59.1K
3.81K $314K
TEF
Telefonica S A

Communication Services
10K
+ 49.61%
$4.18 - $4.9 $42K - $49.2K
30.3K $147K
AON
Aon PLC

Financial Services
39
+ 4.27%
$293.16 - $351.06 $11.4K - $13.7K
953 $329K
COF
Capital One Financial Corp

Financial Services
259
+ 13.18%
$131.42 - $153.05 $34K - $39.6K
2.22K $332K
HBAN
Huntington Bancshares Inc

Financial Services
623
+ 1.92%
$12.84 - $15.15 $8K - $9.44K
33K $485K
GIS
General Mills Inc

Consumer Defensive
183
+ 4.4%
$62.5 - $75.15 $11.4K - $13.8K
4.35K $320K
HLN
Haleon PLC

Healthcare
969
+ 4.87%
$8.32 - $10.7 $8.06K - $10.4K
20.9K $220K
ING
Ing Groep Nv

Financial Services
1.65K
+ 7.0%
$16.55 - $18.66 $27.4K - $30.8K
25.3K $459K
MCO
Moodys Corp

Financial Services
20
+ 2.41%
$421.49 - $494.67 $8.43K - $9.89K
849 $402K
Activity Summary
Buys All Purchases 229 New Holdings 35 Increased Positions 194 Sells All Sells 109 Reductions 109 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Legacy Financial Advisors, Inc. Portfolio

Follow Legacy Financial Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Legacy Financial Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email