Legacy Financial Advisors, Inc. Incresed Positions 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
NVDA
Nvidia Corp

Technology
522
+ 0.47%
$153.3 - $186.58 $80K - $97.4K
112K $20.8M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
39.5K
+ 114.28%
$50.47 - $50.74 $1.99M - $2M
74K $3.76M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
1.81K
+ 0.82%
$85.93 - $92.12 $156K - $167K
224K $20.4M
AVGO
Broadcom Inc.

Technology
693
+ 4.16%
$264.74 - $369.57 $183K - $256K
17.3K $5.72M
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
JNJ
Johnson & Johnson

Healthcare
1.58K
+ 12.22%
$155.17 - $185.42 $245K - $293K
14.5K $2.69M
XEL
Xcel Energy Inc

Utilities
5.01K
+ 79.1%
$67.56 - $80.65 $338K - $404K
11.3K $914K
C
Citigroup Inc

Financial Services
1.69K
+ 9.01%
$85.57 - $103.49 $144K - $175K
20.4K $2.07M
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
CAT
Caterpillar Inc

Industrials
461
+ 20.59%
$390.92 - $477.15 $180K - $220K
2.7K $1.29M
SHOP
Shopify Inc.

Technology
401
+ 3.72%
$112.11 - $157.12 $45K - $63K
11.2K $1.66M
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
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
GLD
Spdr Gold Trust

ETFs
648
+ 20.66%
$300.96 - $355.47 $195K - $230K
3.79K $1.35M
BAC
Bank Of America Corp

Financial Services
2.3K
+ 3.69%
$44.92 - $52.42 $103K - $121K
64.8K $3.34M
GM
General Motors CO

Consumer Cyclical
2.22K
+ 11.89%
$48.89 - $61.24 $109K - $136K
20.9K $1.27M
DFIV
Dimensional ETF Tr

ETFs
4.17K
+ 9.95%
$42.66 - $46.53 $178K - $194K
46.1K $2.13M
TJX
Tjx Companies Inc

Consumer Cyclical
939
+ 10.37%
$121.35 - $144.54 $114K - $136K
9.99K $1.44M
PNC
Pnc Financial Services Group, Inc.

Financial Services
438
+ 2.71%
$185.88 - $207.44 $81.4K - $90.9K
16.6K $3.33M
DFAT
Dimensional ETF Tr U S Target

ETFs
4.69K
+ 54.85%
$53.36 - $59.69 $250K - $280K
13.2K $770K
IQV
Iqvia Holdings Inc.

Healthcare
901
+ 23.34%
$157.68 - $200.82 $142K - $181K
4.76K $904K
AMZN
Amazon Com Inc

Consumer Cyclical
1.28K
+ 2.95%
$211.65 - $238.24 $270K - $304K
44.6K $9.79M
HD
Home Depot, Inc.

Consumer Cyclical
90
+ 1.4%
$357.4 - $423.42 $32.2K - $38.1K
6.51K $2.64M
COP
Conocophillips

Energy
2.15K
+ 13.17%
$91.0 - $98.99 $196K - $213K
18.5K $1.75M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
2.76K
+ 9.44%
$42.88 - $49.1 $118K - $135K
32K $1.54M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
2.99K
+ 10.64%
$70.77 - $73.59 $211K - $220K
31K $2.28M
MPC
Marathon Petroleum Corp

Energy
381
+ 5.44%
$158.59 - $198.69 $60.4K - $75.7K
7.38K $1.42M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
244
+ 3.59%
$459.11 - $506.91 $112K - $124K
7.04K $3.54M
DAL
Delta Air Lines, Inc.

Industrials
2.23K
+ 15.32%
$49.0 - $61.97 $109K - $138K
16.8K $952K
WTW
Willis Towers Watson PLC

Financial Services
329
+ 11.16%
$301.83 - $345.45 $99.3K - $114K
3.28K $1.13M
AEM
Agnico Eagle Mines LTD

Basic Materials
292
+ 8.09%
$116.14 - $168.56 $33.9K - $49.2K
3.9K $657K
TMO
Thermo Fisher Scientific Inc.

Healthcare
187
+ 11.4%
$404.94 - $499.99 $75.7K - $93.5K
1.83K $886K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
14.6K
+ 70.6%
$25.5 - $35.2 $372K - $514K
35.3K $900K
FISV
Fiserv Inc

Technology
1.72K
+ 32.91%
N/A
6.94K $869K
MO
Altria Group, Inc.

Consumer Defensive
2.29K
+ 28.52%
$57.75 - $67.68 $132K - $155K
10.3K $682K
M
Macy'S, Inc.

Consumer Cyclical
354
+ 1.1%
$11.9 - $18.17 $4.21K - $6.43K
32.5K $582K
ABNB
Airbnb, Inc.

Consumer Cyclical
2.19K
+ 37.08%
$118.3 - $142.16 $259K - $311K
8.09K $982K
UNH
Unitedhealth Group Inc

Healthcare
264
+ 8.07%
$237.77 - $353.61 $62.8K - $93.4K
3.54K $1.22M
MDT
Medtronic PLC

Healthcare
1.53K
+ 24.51%
$87.67 - $95.74 $134K - $147K
7.78K $741K
RGA
Reinsurance Group Of America Inc

Financial Services
1.07K
+ 40.71%
$177.1 - $199.23 $190K - $213K
3.7K $711K
CLF
Cleveland Cliffs Inc.

Basic Materials
132
+ 0.32%
$8.12 - $12.84 $1.07K - $1.69K
41.2K $502K
COF
Capital One Financial Corp

Financial Services
898
+ 11.5%
$207.29 - $229.74 $186K - $206K
8.71K $1.85M
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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