Legacy Financial Advisors, Inc. New Holdings in Q3 2025

Legacy Financial Advisors, Inc.

  • $602 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FLMI
Franklin Dynamic Municipal Bon

ETFs
150K
New
$23.96 - $24.81 $3.59M - $3.72M
150K $3.71M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
9.51K
New
$224.68 - $282.71 $2.14M - $2.69M
9.51K $2.66M
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
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
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
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
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
SAN
Banco Santander, S.A.

Financial Services
44.8K
New
$8.27 - $10.48 $371K - $470K
44.8K $469K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
21.8K
New
$14.73 - $19.31 $321K - $421K
21.8K $419K
NEM
Newmont Corp

Basic Materials
4.72K
New
$57.35 - $85.25 $270K - $402K
4.72K $397K
DFUS
Dimensional ETF Tr U S Equity

ETFs
5.3K
New
$67.01 - $72.84 $355K - $386K
5.3K $384K
RELX
Relx PLC

Communication Services
8.01K
New
$45.13 - $54.19 $361K - $434K
8.01K $382K
AIQ
Global X Funds Global X Artifi

ETFs
7.65K
New
$43.2 - $49.66 $330K - $380K
7.65K $377K
BOTZ
Global X Fds

ETFs
10.7K
New
$32.14 - $35.96 $343K - $383K
10.7K $377K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
2.05K
New
$159.87 - $247.68 $328K - $509K
2.05K $365K
BCS
Barclays PLC

Financial Services
16.8K
New
$17.88 - $21.05 $301K - $355K
16.8K $348K
KMI
Kinder Morgan, Inc.

Energy
12.1K
New
$26.23 - $28.5 $317K - $345K
12.1K $342K
STX
Seagate Technology Holdings PLC

Technology
1.45K
New
$142.01 - $236.06 $206K - $342K
1.45K $341K
NTES
Net Ease, Inc.

Communication Services
2.12K
New
$127.31 - $159.34 $270K - $338K
2.12K $322K
EQIX
Equinix Inc

Real Estate
410
New
$756.7 - $811.13 $310K - $333K
410 $321K
DLR
Digital Realty Trust, Inc.

Real Estate
1.85K
New
$161.21 - $180.02 $299K - $333K
1.85K $320K
VRSN
Verisign Inc

Technology
1.09K
New
$263.02 - $305.98 $287K - $334K
1.09K $305K
DEO
Diageo PLC

Consumer Defensive
3.13K
New
$93.64 - $115.33 $293K - $361K
3.13K $298K
FINX
Global X Fds Fintech ETF (De)

ETFs
8.81K
New
$32.53 - $35.28 $287K - $311K
8.81K $295K
SNY
Sanofi

Healthcare
6.14K
New
$45.07 - $51.35 $277K - $315K
6.14K $289K
CCI
Crown Castle International Corp

Real Estate
2.97K
New
$92.96 - $113.91 $276K - $338K
2.97K $286K
SNV
Synovus Financial Corp

Financial Services
5.77K
New
$46.55 - $59.6 $269K - $344K
5.77K $283K
STE
Steris PLC

Healthcare
1.14K
New
$221.21 - $252.43 $252K - $288K
1.14K $282K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
5.08K
New
$52.12 - $55.33 $265K - $281K
5.08K $280K
FCX
Freeport Mcmoran Inc

Basic Materials
7.1K
New
$35.34 - $47.21 $251K - $335K
7.1K $278K
O
Realty Income Corp

Real Estate
4.57K
New
$56.13 - $60.79 $256K - $278K
4.57K $277K
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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