Legacy Financial Advisors, Inc. Incresed Positions in Q3 2024

Legacy Financial Advisors, Inc.

  • $515 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
10.1K
+ 1.3%
$75.88 - $83.21 $763K - $837K
785K $65.3M
AAPL
Apple Inc.

Technology
3.39K
+ 4.48%
$207.23 - $234.82 $702K - $796K
79.1K $18.4M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
7.07K
+ 3.36%
$71.31 - $80.0 $504K - $566K
218K $17.4M
PG
Procter & Gamble CO

Consumer Defensive
4.48K
+ 5.95%
$160.76 - $177.82 $720K - $796K
79.8K $13.8M
TSLA
Tesla, Inc.

Consumer Cyclical
907
+ 5.89%
$191.76 - $263.26 $174K - $239K
16.3K $4.27M
META
Meta Platforms, Inc.

Communication Services
377
+ 3.55%
$453.41 - $572.44 $171K - $216K
11K $6.29M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
11.1K
+ 4.08%
$50.15 - $51.27 $556K - $568K
283K $14.5M
CME
Cme Group Inc.

Financial Services
3.43K
+ 187.55%
$193.43 - $220.62 $664K - $758K
5.27K $1.16M
ORCL
Oracle Corp

Technology
503
+ 2.65%
$125.9 - $170.35 $63.3K - $85.7K
19.5K $3.31M
JNJ
Johnson & Johnson

Healthcare
2.04K
+ 12.8%
$145.48 - $167.38 $297K - $342K
18K $2.92M
HD
Home Depot, Inc.

Consumer Cyclical
206
+ 2.74%
$333.64 - $405.2 $68.7K - $83.5K
7.72K $3.13M
UNH
Unitedhealth Group Inc

Healthcare
193
+ 3.64%
$488.01 - $604.18 $94.2K - $117K
5.5K $3.22M
JPM
Jpmorgan Chase & CO

Financial Services
612
+ 1.63%
$194.9 - $224.8 $119K - $138K
38.1K $8.04M
IBM
International Business Machines Corp

Technology
588
+ 9.26%
$175.1 - $223.38 $103K - $131K
6.94K $1.53M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
246
+ 4.07%
$405.19 - $478.57 $99.7K - $118K
6.29K $2.9M
CSCO
Cisco Systems, Inc.

Technology
4.48K
+ 13.74%
$44.74 - $53.22 $200K - $238K
37K $1.97M
GLD
Spdr Gold Trust

ETFs
1.45K
+ 126.31%
$215.56 - $246.98 $311K - $357K
2.59K $629K
TFC
Truist Financial Corp

Financial Services
858
+ 1.01%
$38.22 - $44.94 $32.8K - $38.6K
85.9K $3.67M
WMT
Walmart Inc.

Consumer Defensive
457
+ 1.86%
$66.91 - $81.4 $30.6K - $37.2K
25.1K $2.02M
LMT
Lockheed Martin Corp

Industrials
58
+ 2.14%
$460.3 - $584.56 $26.7K - $33.9K
2.77K $1.62M
KO
Coca Cola CO

Consumer Defensive
738
+ 2.04%
$62.69 - $73.01 $46.3K - $53.9K
36.9K $2.65M
MMM
3 M CO

Industrials
29
+ 0.32%
$99.69 - $139.42 $2.89K - $4.04K
9.07K $1.24M
ABBV
Abb Vie Inc.

Healthcare
400
+ 4.58%
$163.84 - $199.33 $65.5K - $79.7K
9.14K $1.8M
SBUX
Starbucks Corp

Consumer Cyclical
1.02K
+ 9.72%
$72.51 - $98.6 $74K - $101K
11.5K $1.12M
UNP
Union Pacific Corp

Industrials
635
+ 9.09%
$221.78 - $256.09 $141K - $163K
7.62K $1.88M
MCD
Mcdonalds Corp

Consumer Cyclical
270
+ 6.36%
$245.82 - $304.51 $66.4K - $82.2K
4.51K $1.37M
OCC
Optical Cable Corp

Technology
108K
+ 104.61%
$2.56 - $2.87 $278K - $311K
212K $568K
V
Visa Inc.

Financial Services
432
+ 3.39%
$253.74 - $291.56 $110K - $126K
13.2K $3.63M
MA
Mastercard Inc

Financial Services
141
+ 3.6%
$429.6 - $500.99 $60.6K - $70.6K
4.06K $2M
CRM
Salesforce, Inc.

Technology
651
+ 11.39%
$238.42 - $276.53 $155K - $180K
6.37K $1.74M
NKE
Nike, Inc.

Consumer Cyclical
2.28K
+ 47.32%
$71.09 - $89.44 $162K - $204K
7.09K $626K
PGR
Progressive Corp

Financial Services
176
+ 3.85%
$209.46 - $259.24 $36.9K - $45.6K
4.74K $1.2M
ACN
Accenture PLC

Technology
170
+ 4.61%
$295.44 - $355.81 $50.2K - $60.5K
3.86K $1.36M
VZ
Verizon Communications Inc

Communication Services
2.3K
+ 6.17%
$38.89 - $45.0 $89.4K - $104K
39.6K $1.78M
LOW
Lowes Companies Inc

Consumer Cyclical
331
+ 11.19%
$213.3 - $270.78 $70.6K - $89.6K
3.29K $890K
XOM
Exxon Mobil Corp

Energy
1.51K
+ 5.26%
$109.72 - $119.0 $165K - $179K
30.1K $3.53M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.05K
+ 13.76%
$57.22 - $80.08 $60.2K - $84.2K
8.7K $678K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
2.29K
+ 11.32%
$61.47 - $67.36 $141K - $154K
22.5K $1.52M
CMCSA
Comcast Corp

Communication Services
2.82K
+ 6.63%
$37.33 - $41.78 $105K - $118K
45.4K $1.9M
UBER
Uber Technologies, Inc

Technology
2.84K
+ 69.54%
$58.48 - $77.47 $166K - $220K
6.91K $519K
BKH
Black Hills Corp

Utilities
2.14K
+ 19.04%
$53.42 - $61.53 $114K - $132K
13.4K $818K
ADP
Automatic Data Processing Inc

Industrials
254
+ 7.32%
$233.44 - $279.45 $59.3K - $71K
3.73K $1.03M
PLTR
Palantir Technologies Inc.

Technology
102
+ 0.61%
$24.09 - $37.95 $2.46K - $3.87K
16.7K $621K
SNA
Snap On Inc

Industrials
25
+ 0.38%
$255.35 - $289.77 $6.38K - $7.24K
6.57K $1.9M
NEE
Nextera Energy Inc

Utilities
630
+ 6.24%
$69.9 - $84.97 $44K - $53.5K
10.7K $907K
NFLX
Netflix Inc

Communication Services
64
+ 1.53%
$598.55 - $722.26 $38.3K - $46.2K
4.26K $3.02M
AVGO
Broadcom Inc.

Technology
13.6K
+ 902.39%
$136.27 - $1745.86 $1.85M - $23.7M
15.1K $2.61M
PM
Philip Morris International Inc.

Consumer Defensive
363
+ 5.12%
$101.25 - $127.45 $36.8K - $46.3K
7.46K $905K
MSM
Msc Industrial Direct CO Inc

Industrials
1.45K
+ 16.21%
$75.8 - $89.13 $110K - $129K
10.4K $891K
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