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
MCO
Moodys Corp

Financial Services
-2
- 0.2%
$472.69 - $521.32 $945 - $1.04K
975 $464K
TT
Trane Technologies PLC

Industrials
-13
- 1.02%
$398.96 - $472.54 $5.19K - $6.14K
1.26K $531K
CME
Cme Group Inc.

Financial Services
-20
- 0.61%
$258.83 - $287.1 $5.18K - $5.74K
3.24K $874K
IWR
Ishares Russell Mid Cap ETF

ETFs
-420
- 8.91%
$92.26 - $97.51 $38.7K - $41K
4.3K $414K
SHW
Sherwin Williams CO

Basic Materials
-55
- 4.4%
$330.88 - $375.23 $18.2K - $20.6K
1.2K $413K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-18
- 1.51%
$259.44 - $278.65 $4.67K - $5.02K
1.18K $305K
PEG
Public Service Enterprise Group Inc

Utilities
-122
- 2.88%
$79.99 - $90.14 $9.76K - $11K
4.11K $343K
TFC
Truist Financial Corp

Financial Services
-1.57K
- 6.95%
$42.83 - $47.07 $67.1K - $73.7K
21K $958K
ABC
Amerisourcebergen Corp

Healthcare
-46
- 3.47%
N/A
1.28K $236K
DGX
Quest Diagnostics Inc

Healthcare
-65
- 3.61%
N/A
1.73K $237K
ITW
Illinois Tool Works Inc

Industrials
-78
- 7.86%
$252.31 - $269.41 $19.7K - $21K
914 $238K
NXPI
Nxp Semiconductors N.V.

Technology
-82
- 6.07%
$205.16 - $239.07 $16.8K - $19.6K
1.27K $289K
BAP
Credicorp LTD

Financial Services
-187
- 18.0%
$220.56 - $278.29 $41.2K - $52K
852 $226K
PID
Invesco Exchange Traded Fd Tr

ETFs
-247
- 0.6%
N/A
40.9K $729K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-248
- 7.61%
$134.94 - $145.86 $33.5K - $36.2K
3.01K $438K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-293
- 7.88%
$109.47 - $119.06 $32.1K - $34.9K
3.43K $405K
TMUS
T Mobile Us, Inc.

Communication Services
-18
- 0.82%
$226.02 - $259.01 $4.07K - $4.66K
2.17K $519K
NRG
Nrg Energy, Inc.

Utilities
-19
- 1.23%
$144.77 - $173.91 $2.75K - $3.3K
1.53K $248K
Brookfield Corp Cl A LTD Vt Sh
-994
- 10.25%
N/A
8.71K $0
WMB
Williams Companies, Inc.

Energy
-37
- 0.78%
$56.52 - $64.01 $2.09K - $2.37K
4.72K $298K
PH
Parker Hannifin Corp

Industrials
-85
- 7.9%
$697.13 - $769.67 $59.3K - $65.4K
991 $751K
FLQH
Franklin Templeton Libertyq In

ETFs
-12.3K
- 1.4%
N/A
865K $0
XC
Wisdomtree Tr Emerging Mkts Ex
-5.05K
- 0.79%
N/A
634K $0
Wisdomtree U.S. Quality Growth Fund
-7.24K
- 2.04%
N/A
347K $0
Te Connectivity LTD
-422
- 9.69%
N/A
3.93K $0
Blackrock Inc
-185
- 20.83%
N/A
703 $0
Barrick Gold Corp F
-3.14K
- 27.56%
N/A
8.25K $0
THO
Thor Industries Inc

Consumer Cyclical
-926
- 14.12%
$88.76 - $112.33 $82.2K - $104K
5.63K $583K
VOE
Vanguard Mid Cap Value Index F

ETFs
-69
- 4.05%
$164.63 - $174.58 $11.4K - $12K
1.64K $285K
MMM
3 M CO

Industrials
-1
- 0.04%
$144.41 - $160.2 $144 - $160
2.5K $388K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-115
- 0.81%
$26.38 - $27.95 $3.03K - $3.21K
14.2K $386K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-133
- 5.26%
$108.46 - $120.63 $14.4K - $16K
2.4K $284K
YUM
Yum Brands Inc

Consumer Cyclical
-43
- 1.08%
$139.5 - $153.94 $6K - $6.62K
3.92K $596K
CVS
Cvs Health Corp

Healthcare
-245
- 5.54%
$58.75 - $76.5 $14.4K - $18.7K
4.18K $314K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-2
- 0.12%
$119.73 - $134.7 $239 - $269
1.71K $227K
BX
Blackstone Inc.

Financial Services
-123
- 7.88%
$152.77 - $188.68 $18.8K - $23.2K
1.44K $245K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-78
- 2.08%
$92.97 - $100.18 $7.25K - $7.81K
3.68K $365K
EXPD
Expeditors International Of Washington Inc

Industrials
-103
- 3.38%
$111.37 - $124.95 $11.5K - $12.9K
2.94K $360K
ETN
Eaton Corp PLC

Industrials
-100
- 3.28%
$342.99 - $392.76 $34.3K - $39.3K
2.95K $1.1M
XOM
Exxon Mobil Corp

Energy
-876
- 3.76%
$105.83 - $117.22 $92.7K - $103K
22.4K $2.53M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-41
- 0.68%
$62.09 - $66.51 $2.55K - $2.73K
5.99K $390K
CBRE
Cbre Group, Inc.

Real Estate
-516
- 9.11%
$137.04 - $165.9 $70.7K - $85.6K
5.15K $811K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-12
- 0.53%
$301.44 - $365.84 $3.62K - $4.39K
2.25K $728K
SCHW
Schwab Charles Corp

Financial Services
-616
- 3.31%
$91.03 - $98.69 $56.1K - $60.8K
18K $1.72M
BK
Bank Of New York Mellon Corp

Financial Services
-1.3K
- 14.39%
$90.65 - $109.75 $118K - $143K
7.75K $844K
CSX
Csx Corp

Industrials
-34
- 0.41%
$32.05 - $36.52 $1.09K - $1.24K
8.21K $291K
NSC
Norfolk Southern Corp

Industrials
-175
- 9.89%
$259.49 - $300.41 $45.4K - $52.6K
1.6K $479K
NEE
Nextera Energy Inc

Utilities
-501
- 4.28%
$69.77 - $77.54 $35K - $38.8K
11.2K $845K
XCEM
Columbia ETF Tr Ii

ETFs
-1.12K
- 3.25%
$33.85 - $36.86 $37.9K - $41.3K
33.3K $1.21M
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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