Legacy Financial Advisors, Inc. Portfolio Holdings

Legacy Financial Advisors, Inc.

  • $515 Million
  • Q3 2024

Legacy Financial Advisors, Inc. has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $515 Million distributed in 358 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Tr Us Quality Divid with a value of $65.3M, Ishares Core S&P Total U.S. St with a value of $27.2M, Apple Inc. with a value of $18.4M, Wisdomtree Tr Wisdomtree U.S. with a value of $17.4M, and Jp Morgan Tr Mun ETF (De) with a value of $14.5M.

Examining the 13F form we can see an increase of $9.71M in the current position value, from $505M to 515M.

Below you can find more details about Legacy Financial Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $515 Million
ETFs: $208 Million
Technology: $80.6 Million
Financial Services: $50.2 Million
Healthcare: $33.4 Million
Consumer Defensive: $31 Million
Industrials: $30.2 Million
Consumer Cyclical: $27.9 Million
Communication Services: $25.4 Million
Other: $28.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$91.7B
$690,000 0.13% of portfolio
1,327
Q3 2024 Added 2.39%
$81.5B
$681,000 0.13% of portfolio
5,914
Q3 2024 Added 1.86%
$50.1B
$660,000 0.13% of portfolio
4,918
Q3 2024 Reduced 5.55%
$0
$633,000 0.12% of portfolio
4,800
Q4 2023 Added 0.93%
$14.5B
$615,000 0.12% of portfolio
6,227
Q3 2024 Reduced 9.0%
$209B
$623,000 0.12% of portfolio
5,979
Q3 2024 Reduced 14.6%
$132B
$621,000 0.12% of portfolio
16,714
Q3 2024 Added 0.61%
$89.7B
$626,000 0.12% of portfolio
7,089
Q3 2024 Added 47.32%
$85.7B
$629,000 0.12% of portfolio
2,589
Q3 2024 Added 126.31%
$80.9B
$597,000 0.12% of portfolio
945
Q3 2024 Added 13.04%
$25.2B
$594,000 0.12% of portfolio
6,156
Q3 2024 Added 9.19%
$65B
$602,000 0.12% of portfolio
2,023
Q3 2024 Added 6.31%
$16.4B
$608,000 0.12% of portfolio
19,208
Q3 2024 Reduced 1.2%
$6.43B
$603,000 0.12% of portfolio
5,643
Q3 2024 Added 2.64%
$157B
$638,000 0.12% of portfolio
1,235
Q3 2024 Added 3.52%
$123B
$597,000 0.12% of portfolio
1,432
Q3 2024 Added 15.67%
$15.6B
$641,000 0.12% of portfolio
4,676
Q3 2024 Reduced 0.45%
$0
$572,000 0.11% of portfolio
13,716
Q3 2024 Added 18.35%
$448M
$583,000 0.11% of portfolio
31,503
Q4 2023 Added 35.95%
$36.2M
$568,000 0.11% of portfolio
212,031
Q3 2024 Added 104.61%
$95.6B
$551,000 0.11% of portfolio
4,370
Q3 2024 Added 12.95%
$63B
$578,000 0.11% of portfolio
9,199
Q3 2024 Added 0.86%
$11.1B
$542,000 0.11% of portfolio
4,027
Q3 2024 Reduced 22.15%
$75.3B
$495,000 0.1% of portfolio
978
Q3 2024 Reduced 1.01%
$294B
$493,000 0.1% of portfolio
2,155
Q3 2024 Added 17.37%
$155B
$502,000 0.1% of portfolio
22,860
Q3 2024 Reduced 31.81%
$85.1B
$523,000 0.1% of portfolio
1,512
Q3 2024 Added 5.88%
$165B
$492,000 0.1% of portfolio
3,952
Q3 2024 Added 3.92%
$8.57B
$533,000 0.1% of portfolio
3,882
Q3 2024 Reduced 1.4%
$119B
$520,000 0.1% of portfolio
10,057
Q3 2024 Added 5.66%
$38.1B
$516,000 0.1% of portfolio
48,957
Q3 2024 Added 15.19%
$35.1B
$535,000 0.1% of portfolio
3,835
Q3 2024 Added 10.84%
$22.1B
$518,000 0.1% of portfolio
11,686
Q3 2024 Reduced 0.03%
$10.2B
$513,000 0.1% of portfolio
57,361
Q3 2024 Added 80.04%
$87.4B
$502,000 0.1% of portfolio
1,293
Q3 2024 Added 8.38%
$75.2B
$536,000 0.1% of portfolio
466
Q3 2024 Reduced 3.92%
$131B
$519,000 0.1% of portfolio
6,914
Q3 2024 Added 69.54%
$104B
$516,000 0.1% of portfolio
2,314
Q3 2024 Added 4.14%
$95.9B
$508,000 0.1% of portfolio
16,205
Q3 2024 Reduced 14.49%
$263B
$482,000 0.09% of portfolio
2,340
Q3 2024 Added 7.78%
$23.1B
$485,000 0.09% of portfolio
33,013
Q3 2024 Added 1.92%
$0
$480,000 0.09% of portfolio
1,472
Q3 2024 Reduced 3.85%
$85.6B
$487,000 0.09% of portfolio
1,279
Q3 2024 Added 7.21%
$88B
$449,000 0.09% of portfolio
11,069
Q3 2024 Added 48.08%
$58.6B
$459,000 0.09% of portfolio
25,279
Q3 2024 Added 7.0%
$38.4B
$476,000 0.09% of portfolio
2,572
Q3 2024 Reduced 0.81%
$96.8B
$469,000 0.09% of portfolio
606
Q3 2024 Added 1.34%
$7.17B
$442,000 0.09% of portfolio
40,121
Q3 2024 Reduced 0.04%
$188B
$471,000 0.09% of portfolio
112
Q3 2024 Added 2.75%

Summary

  • Portfolio
  • No. of Stocks 358
  • Current Value $515 Million
  • Prior Value $505 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 35 stocks
  • Additional Purchases 194 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 109 stocks
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