Legacy Financial Advisors, Inc. Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$598.0M
Holdings
362
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (362 positions)
| Stock | Value |
|---|---|
DGRWWISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $64.2M |
DIVIFRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND | $28.0M |
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $24.9M |
XCWISDOMTREE EMERGING MARKETS EX-CHINA FUND | $19.0M |
AAPLAPPLE INC | $18.3M |
WTVWISDOMTREE US VALUE FUND OF BENEF INTEREST | $17.9M |
GQINATIXIS GATEWAY QUALITY INCOME ETF | $16.9M |
QGRWWISDOMTREE U.S. QUALITY GROWTH FUND | $15.6M |
JMUBJPMORGAN MUNICIPAL ETF | $15.2M |
PYLDPIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $14.5M |
PGPROCTER AND GAMBLE CO COM | $13.6M |
MSFTMICROSOFT | $12.9M |
DGROISHARES CORE DIVIDEND GROWTH ETF | $11.6M |
NVDANVIDIA CORP | $11.0M |
JPMJPMORGAN CHASE & CO. COM | $9.3M |
AMZNAMAZON.COM INC | $7.4M |
METAMETA PLATFORMS INC CL A | $6.5M |
AQLTISHARES CORE MSCI EAFE ETF | $4.9M |
VVISA INC | $4.8M |
GOOGLGOOGLE INC | $4.2M |
VONGVANGUARD RUSSELL 1000 GROWTH ETF | $4.2M |
VTIVANGUARD TOTAL STK MKT | $4.2M |
TSLATESLA MOTORS INC | $4.1M |
GOOGALPHABET INC CAP STK CL C | $3.9M |
NFLXNETFLIX COM INC | $3.9M |
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | $3.6M |
XOMEXXON MOBIL CORP COM | $3.5M |
EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF | $3.3M |
USMVISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD | $3.1M |
IVVISHARES S&P 500 INDEX | $3.1M |
JNJJOHNSON & JOHNSON COM | $3.0M |
VEAVANGUARD FTSE DEVELOPED MARKETS ETF | $3.0M |
UNHUNITEDHEALTH GROUP | $3.0M |
PNCPNC FINL SVCS GROUP INC COM | $2.8M |
HDHOME DEPOT | $2.8M |
FITBFIFTH THIRD BANCORP | $2.8M |
HYMBSPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF | $2.7M |
ORCLORACLE CORPORATION | $2.7M |
MUNIPIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | $2.6M |
LLYELI LILLY & CO COM | $2.5M |
AVGOAVAGO TECHNOLOGIES LTD | $2.5M |
CSCOCISCO SYS INC | $2.4M |
CVXCHEVRON CORP NEW COM | $2.4M |
WMTWALMART INC COM | $2.2M |
JPSTJPMORGAN ULTRA-SHORT INCOME ETF | $2.1M |
MAMASTERCARD INC | $2.1M |
ABBVABBVIE INC COM | $2.1M |
AMGNAMGEN INC | $2.1M |
IBMINTL BUSINESS MACHINES | $2.0M |
SNASNAP ON INC COM | $2.0M |
KOCOCA COLA CO COM | $1.9M |
SPHQINVESCO S&P 500 QUALITY ETF | $1.9M |
TXNTEXAS INSTRS INC COM | $1.8M |
UNPUNION PAC CORP COM | $1.8M |
BACVERIZON COMMUNICATIONS | $1.8M |
PLTRPALANTIR TECHNOLOGIES INC CL A | $1.8M |
CRMSALESFORCE COM | $1.7M |
CMECHICAGO MERCANTILE HLDGS INC | $1.7M |
FBNDFIDELITY TOTAL BOND ETF | $1.7M |
MCDMCDONALDS CORP COM | $1.7M |
CMCSACOMCAST CORP NEW CL A | $1.7M |
BABOEING CO COM | $1.7M |
COSTCOSTCO WHOLESALE CORP | $1.6M |
BACBANK AMERICA CORP COM | $1.6M |
DFIVDIMENSIONAL INTERNATIONAL VALUE ETF | $1.6M |
SPYSPDR S&P 500 ETF TRUST | $1.6M |
TFCTRUIST FINL CORP COM | $1.5M |
NVSNNOVARTIS AG ADR | $1.5M |
VRTXVERTEX PHARMACEUTICALS IN | $1.5M |
CITCINTAS CORP | $1.5M |
4I1PHILIP MORRIS INTL INC | $1.5M |
PGRPROGRESSIVE CORP COM | $1.4M |
MMM3M CO COM | $1.4M |
GEGE AEROSPACE COM NEW | $1.4M |
VTEBVANGUARD TAX-EXEMPT BOND ETF | $1.4M |
ABTABBOTT LABS COM | $1.4M |
TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.4M |
USBUS BANCORP DEL COM NEW | $1.3M |
ETRENTERGY CORP NEW COM | $1.3M |
WFCWELLS FARGO CO NEW COM | $1.3M |
DISDISNEY WALT CO COM | $1.3M |
MSIMOTOROLA SOLUTIONS INC COM NEW | $1.3M |
NVONOVO-NORDISK A/S ADR ADR CMN | $1.3M |
MDTMEDTRONIC PLC SHS | $1.2M |
PEPPEPSICO INC COM | $1.2M |
GDGENERAL DYNAMICS CORP COM | $1.2M |
QCOMQUALCOMM INC COM | $1.2M |
IDHQINVESCO S&P INTERNATIONAL DEVELOPED HIGH QUALITY ETF | $1.2M |
SBUXSTARBUCKS CORP | $1.2M |
ACNACCENTURE LTD BERMUDA CL A | $1.2M |
ADPAUTOMATIC DATA PROCESSING INC COM | $1.2M |
UPSUNITED PARCEL SERVICE INC | $1.2M |
PFEPFIZER INC COM | $1.1M |
TMOTHERMO FISHER SCIENTIFIC INC COM | $1.1M |
ISRGINTUITIVE SURGICAL, INC. | $1.1M |
SHELROYAL DUTCH SHELL PLC-ADR | $1.1M |
RWJINVESCO S&P SMALLCAP 600 REVENUE ETF | $1.1M |
DISVDIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | $1.1M |
RTXRTX CORPORATION COM | $1.1M |
TJXTJX COS INC NEW COM | $1.1M |
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