Legacy Financial Advisors, Inc. Reduced Holdings in Q3 2025

Legacy Financial Advisors, Inc.

  • $602 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-79.7K
- 26.05%
$49.09 - $50.58 $3.91M - $4.03M
226K $11.4M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-19.7K
- 42.06%
$50.9 - $52.37 $1M - $1.03M
27.2K $1.42M
IBM
International Business Machines Corp

Technology
-2.79K
- 34.32%
$234.77 - $292.47 $654K - $815K
5.33K $1.5M
NFLX
Netflix Inc

Communication Services
-77
- 1.86%
$1147.87 - $1297.18 $88.4K - $99.9K
4.06K $4.87M
PG
Procter & Gamble CO

Consumer Defensive
-1.13K
- 1.49%
$150.47 - $161.22 $170K - $182K
74.5K $11.5M
ACN
Accenture PLC

Technology
-1.62K
- 45.24%
$232.56 - $304.78 $377K - $494K
1.96K $484K
PGR
Progressive Corp

Financial Services
-1.92K
- 36.77%
$238.61 - $264.3 $457K - $507K
3.3K $813K
ISRG
Intuitive Surgical Inc

Healthcare
-463
- 18.13%
$433.66 - $544.47 $201K - $252K
2.09K $935K
CMCSA
Comcast Corp

Communication Services
-7.8K
- 18.34%
$31.41 - $36.33 $245K - $283K
34.7K $1.09M
V
Visa Inc.

Financial Services
-493
- 3.6%
$332.09 - $358.86 $164K - $177K
13.2K $4.51M
DE
Deere & CO

Industrials
-266
- 9.67%
$457.26 - $524.37 $122K - $139K
2.49K $1.14M
KO
Coca Cola CO

Consumer Defensive
-1.49K
- 5.29%
$65.67 - $71.67 $97.6K - $107K
26.6K $1.76M
DOW
Dow Inc.

Basic Materials
-3.64K
- 10.58%
$20.87 - $30.37 $76K - $111K
30.8K $705K
HON
Honeywell International Inc

Industrials
-489
- 13.14%
$207.7 - $240.4 $102K - $118K
3.23K $680K
SBUX
Starbucks Corp

Consumer Cyclical
-1.16K
- 9.6%
$81.9 - $96.86 $94.9K - $112K
10.9K $923K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-55
- 1.85%
$366.54 - $479.53 $20.2K - $26.4K
2.93K $1.15M
DIS
Walt Disney CO

Communication Services
-432
- 3.21%
$112.25 - $124.0 $48.5K - $53.6K
13K $1.49M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-1.48K
- 21.55%
$38.58 - $58.24 $57.2K - $86.4K
5.4K $211K
FE
Firstenergy Corp

Utilities
-5.38K
- 41.01%
$39.76 - $45.82 $214K - $246K
7.74K $354K
BSX
Boston Scientific Corp

Healthcare
-1.08K
- 15.88%
$97.03 - $108.14 $105K - $117K
5.72K $557K
LLY
Eli Lilly & CO

Healthcare
-156
- 4.93%
$625.65 - $812.69 $97.6K - $127K
3.01K $2.3M
CTAS
Cintas Corp

Industrials
-207
- 2.86%
$199.29 - $226.27 $41.3K - $46.8K
7.03K $1.44M
FDS
Factset Research Systems Inc

Financial Services
-49
- 5.76%
$283.86 - $450.3 $13.9K - $22.1K
801 $229K
NOW
Service Now, Inc.

Technology
-22
- 2.1%
$850.86 - $1044.69 $18.7K - $23K
1.03K $945K
COST
Costco Wholesale Corp

Consumer Defensive
-6
- 0.34%
$915.95 - $994.57 $5.5K - $5.97K
1.78K $1.65M
ADP
Automatic Data Processing Inc

Industrials
-152
- 3.91%
$288.69 - $310.94 $43.9K - $47.3K
3.73K $1.1M
WHR
Whirlpool Corp

Consumer Cyclical
-307
- 9.12%
$77.47 - $110.59 $23.8K - $34K
3.06K $240K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-583
- 6.96%
$65.64 - $78.22 $38.3K - $45.6K
7.8K $522K
CCJ
Cameco Corp

Energy
-1.72K
- 33.51%
$70.47 - $86.89 $121K - $150K
3.42K $286K
TDG
Trans Digm Group Inc

Industrials
-36
- 17.73%
$1271.04 - $1620.83 $45.8K - $58.3K
167 $220K
EOG
Eog Resources Inc

Energy
-267
- 3.47%
$112.12 - $126.1 $29.9K - $33.7K
7.43K $832K
SPGI
S&P Global Inc.

Financial Services
-36
- 2.62%
$484.94 - $564.15 $17.5K - $20.3K
1.34K $651K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-3.34K
- 3.37%
$24.11 - $24.94 $80.6K - $83.3K
95.7K $2.38M
CI
Cigna Corp

Healthcare
-17
- 1.15%
$262.23 - $334.39 $4.46K - $5.68K
1.47K $422K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-568
- 11.45%
$86.67 - $100.17 $49.2K - $56.9K
4.39K $397K
AXP
American Express CO

Financial Services
-308
- 9.45%
$294.27 - $342.31 $90.6K - $105K
2.95K $980K
APD
Air Products & Chemicals, Inc.

Basic Materials
-128
- 5.14%
$265.78 - $299.3 $34K - $38.3K
2.36K $643K
ABT
Abbott Laboratories

Healthcare
-244
- 2.22%
$120.51 - $136.62 $29.4K - $33.3K
10.8K $1.44M
AJG
Arthur J. Gallagher & Co.

Financial Services
-135
- 11.19%
$284.17 - $319.49 $38.4K - $43.1K
1.07K $331K
IEFA
Ishares Tr

ETFs
-3.29K
- 5.36%
$81.7 - $87.53 $269K - $288K
58.1K $5.07M
DHR
Danaher Corp

Healthcare
-257
- 12.59%
$181.46 - $212.2 $46.6K - $54.5K
1.78K $353K
SNPS
Synopsys Inc

Technology
-58
- 5.98%
$387.78 - $645.35 $22.5K - $37.4K
912 $449K
WM
Waste Management Inc

Industrials
-158
- 9.48%
$213.88 - $237.1 $33.8K - $37.5K
1.51K $333K
ETR
Entergy Corp

Utilities
-947
- 22.11%
$80.93 - $93.55 $76.6K - $88.6K
3.34K $310K
TGT
Target Corp

Consumer Defensive
-59
- 1.5%
$86.56 - $107.43 $5.11K - $6.34K
3.87K $346K
KR
Kroger CO

Consumer Defensive
-18
- 0.22%
$64.52 - $74.35 $1.16K - $1.34K
8.1K $546K
AMCR
Amcor PLC

Consumer Cyclical
-1.35K
- 6.05%
$7.97 - $9.94 $10.8K - $13.4K
21K $171K
ADSK
Autodesk, Inc.

Technology
-113
- 3.0%
N/A
3.65K $897K
SEIC
Sei Investments CO

Financial Services
-58
- 1.26%
$84.85 - $93.8 $4.92K - $5.44K
4.55K $385K
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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