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 |
|---|---|
MTBM & T BK CORP COM | $476K |
MSMMSC INDL DIRECT INC CL A | $471K |
MCOMOODYS CORP | $466K |
RCLROYAL CARRIBBEAN CRUISES LTD | $465K |
FEFIRSTENERGY CORP | $465K |
RYROYAL BANK OF CANADA | $460K |
CITHE CIGNA GROUP COM | $460K |
WHRWHIRLPOOL CORP COM | $460K |
DOWDOW INC COM | $459K |
LRCXLAM RESEARCH CORP | $459K |
WELLHEALTH CARE REIT INC | $454K |
IJHISHARES CORE S&P MID CAP ETF | $451K |
KLACKLA-TENCOR CORP | $447K |
SYKSTRYKER CORP | $446K |
XCEMCOLUMBIA EM CORE EX-CHINA ETF | $446K |
RHIROBERT HALF INC. COM | $433K |
XELXCEL ENERGY INC COM | $433K |
MOALTRIA GROUP INC COM | $430K |
SNPSSYNOPSYS INC COM | $425K |
CCEPCOCA COLA ENTERPRISEINC | $424K |
SHWSHERWIN WILLIAMS CO COM | $422K |
CLSKCLEANSPARK INC COM NEW | $421K |
TTTRANE TECHNOLOGIES PLC SHS | $421K |
MDLZMONDELEZ INTL INC CL A | $418K |
PG4PRINCIPAL FINANCIAL GROUP INC COM | $416K |
EXPDEXPEDITORS INTL WASH INC | $416K |
SWKSTANLEY BLACK & DECKER INC COM | $414K |
DOCUDOCUSIGN INC COM | $412K |
PANWPALO ALTO NETWORKS INC COM | $411K |
GILDGILEAD SCIENCES INC | $410K |
DVNDEVON ENERGY CORP | $406K |
RELXRELX PLC SPONSORED ADR | $402K |
IWRISHARES TR RUSSELL MIDCAP INDEX FD | $401K |
SCHDSCHWAB US DIVIDEND EQUITY ETF | $400K |
EFGISHARES MSCI EAFE GROWTH INDEX ETF | $399K |
NSCNORFOLK SOUTHERN CRP | $398K |
AJGGALLAGHER ARTHUR J &CO | $398K |
LECOLINCOLN ELEC HLDGS INC | $397K |
MARMARRIOTT INTL INC | $396K |
DFATDIMENSIONAL U.S. TARGETED VALUE ETF | $394K |
VOOVANGUARD S&P 500 ETF | $393K |
FDSFACTSET RESH SYS INC COM | $391K |
WMWASTE MANAGEMENT INC | $389K |
SPGSIMON PROPERTY GROUP INC | $388K |
AONAON CORP | $385K |
IYWISHARES DJ US TECHNOLOGY | $384K |
UBSUBS AG NEW F | $382K |
ESGVVANGUARD ESG U.S. STOCK ETF | $381K |
MCKMCKESSON CORP | $374K |
ALSNALLISON TRANSMISSION HLDGS INC COM | $371K |
MUFGMITSUBISHI UFJ FINL GROUP INC SPONSORED | $366K |
TRVCCITIGROUP INC | $365K |
ELVELEVANCE HEALTH INC COM | $363K |
SSENTINELONE INC CL A | $363K |
NOCNORTHROP GRUMMAN CORP COM | $360K |
SEICSEI INVESTMENTS CO | $360K |
DHRDANAHER CORP | $352K |
KOFCOCA COLA FEMSA SA SPON ADR SPONSORED ADR | $344K |
DEODIAGEO PLC | $342K |
PEGPUBLIC SVC ENTERPRISE GRP INC COM | $332K |
CDNSCADENCE DESIGN SYSTEM INC COM | $329K |
BDCBELDEN CDT INC | $323K |
FFBCFIRST FINL BANCORP OH COM | $322K |
OCCOPTICAL CABLE CORP COM NEW | $321K |
FDXFEDEX CORP | $319K |
QFINQIFU TECHNOLOGY INC AMERICAN DEP | $314K |
TRVTRAVELERS COMPANIES INC COM | $307K |
CMGCHIPOTLE MEXICAN GRILL INC | $305K |
BKBANK NEW YORK MELLON CORP COM | $303K |
AMTAMERICAN TOWER CORP | $301K |
GOGOGOGO INC COM USD0.0001 | $301K |
OMCOMNICOM GROUP INC COM | $298K |
ICEINTERCONTINENTAL EXCHANGE INC COM | $297K |
ECLECOLAB INC COM | $296K |
ZMZOOM COMMUNICATIONS INC CL A | $295K |
IJRISHARES S&P SMALLCAP 600 ETF | $290K |
ESGUISHARES ESG AWARE MSCI USA ETF | $288K |
8CWCROWN CASTLE INTL CORP | $288K |
CTRACABOT OIL & GAS CP COM | $287K |
SNYSANOFI SA | $285K |
EQIXEQUINIX INC COM | $284K |
HLTHILTON WORLDWIDE HLDGS INC COM | $283K |
AZOAUTOZONE INC NEV | $282K |
MUMICRON TECHNOLOGY | $281K |
SABRSABRE CORP COM | $281K |
ADMARCHER DANIELS MIDLAND CO COM | $280K |
GSKGSK PLC SPONSORED ADR | $273K |
SANBANCO SANTANDER CENT HISP | $272K |
NULGNUVEEN ESG LARGE-CAP GROWTH ETF | $271K |
IWVISHARES RUSSELL 3000 ETF | $269K |
CMACOMERICA INC COM | $268K |
HLNHALEON PLC SPON ADS | $266K |
OKEONEOK INC NEW COM | $262K |
AEEAMEREN CORP | $262K |
SPYVSPDR PORTFOLIO S&P 500 VALUE ETF | $261K |
CVSCVS HEALTH CORP COM | $260K |
BDXBECTON DICKINSON & CO COM | $259K |
BBARRICK GOLD CORP F | $258K |
CAHCARDINAL HEALTH INC | $258K |
SMFGSUMITOMO MITSUI FINLGROUP INC SPONSORED ADR ISIN #US86562M2098 | $256K |