Legacy Financial Advisors, Inc. Q2 2025 Filing
Filed August 7, 2025
Portfolio Value
$640.1B
Holdings
339
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (339 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | NOWSERVICE NOW INC | 1,049 | $1.1B | 0.17% | |
| 102 | PSXPHILLIPS 66 | 8,999 | $1.1B | 0.17% | |
| 103 | ACNACCENTURE LTD BERMUDA CL A | 3,585 | $1.1B | 0.17% | |
| 104 | TAT&T INC COM | 36,684 | $1.1B | 0.17% | |
| 105 | AXPAMERICAN EXPRESS CO COM | 3,260 | $1.0B | 0.16% | |
| 106 | UNHUNITEDHEALTH GROUP | 3,273 | $1.0B | 0.16% | |
| 107 | MGKVANGUARD MEGA CAP GROWTH ETF | 2,771 | $1.0B | 0.16% | |
| 108 | TFCTRUIST FINL CORP COM | 22,522 | $968.2M | 0.15% | |
| 109 | OCCOPTICAL CABLE CORP COM NEW | 331,471 | $962.9M | 0.15% | |
| 110 | LINLINDE PLC SHS | 2,045 | $959.6M | 0.15% | |
| 111 | GQ9SPDR GOLD ETF | 3,137 | $956.2M | 0.15% | |
| 112 | XMHQINVESCO S&P MIDCAP QUALITY ETF | 9,566 | $939.8M | 0.15% | |
| 113 | MNSTMONSTER BEVERAGE CORP | 14,957 | $936.9M | 0.15% | |
| 114 | BLKBLACKROCK INC | 888 | $932.0M | 0.15% | |
| 115 | AMGNAMGEN INC | 3,321 | $927.3M | 0.14% | |
| 116 | EOGEOG RESOURCES INC | 7,695 | $920.4M | 0.14% | |
| 117 | GMGENERAL MOTORS CORP | 18,677 | $919.1M | 0.14% | |
| 118 | SSENTINELONE INC CL A | 50,000 | $914.0M | 0.14% | |
| 119 | BMYBRISTOL-MYERS SQUIBB CO COM | 19,710 | $912.4M | 0.14% | |
| 120 | DOWDOW INC COM | 34,415 | $911.3M | 0.14% | |
| 121 | WTWWILLIS TOWERS WATSON PLC LTD SHS | 2,948 | $903.4M | 0.14% | |
| 122 | FISVFISERV INC | 5,224 | $900.6M | 0.14% | |
| 123 | CMECHICAGO MERCANTILE HLDGS INC | 3,258 | $898.1M | 0.14% | |
| 124 | ADIANALOG DEVICES INC COM | 3,753 | $893.3M | 0.14% | |
| 125 | AIGAMERICAN INTL GROUP INC COM NEW | 10,428 | $892.6M | 0.14% | |
| 126 | ELVELEVANCE HEALTH INC COM | 2,273 | $884.0M | 0.14% | |
| 127 | BACVERIZON COMMUNICATIONS | 20,136 | $871.3M | 0.14% | |
| 128 | CATCATERPILLAR INC COM | 2,239 | $869.2M | 0.14% | |
| 129 | DWDMORGAN STANLEY | 6,160 | $867.6M | 0.14% | |
| 130 | HONHONEYWELL INTL INC | 3,722 | $866.8M | 0.14% | |
| 131 | PIDINVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF | 41,118 | $842.9M | 0.13% | |
| 132 | AMATAPPLIED MATLS INC COM | 4,564 | $835.5M | 0.13% | |
| 133 | LOWLOWES COS INC COM | 3,732 | $828.0M | 0.13% | |
| 134 | BKBANK NEW YORK MELLON CORP COM | 9,052 | $824.7M | 0.13% | |
| 135 | AMDADVANCED MICRO DEVICES INC COM | 5,807 | $824.0M | 0.13% | |
| 136 | ENBENBRIDGE INC COM | 18,182 | $824.0M | 0.13% | |
| 137 | NEENEXTERA ENERGY INC COM | 11,705 | $812.6M | 0.13% | |
| 138 | CBCHUBB LIMITED COM | 2,773 | $803.3M | 0.13% | |
| 139 | ALSALLSTATE CORP | 3,964 | $798.1M | 0.12% | |
| 140 | NDAQNASDAQ STK MKT INC | 8,917 | $797.4M | 0.12% | |
| 141 | HESHESS CORP COM | 5,753 | $797.0M | 0.12% | |
| 142 | EFXEQUIFAX INC COM | 3,064 | $794.8M | 0.12% | |
| 143 | CBRECBRE GROUP INC A | 5,664 | $793.6M | 0.12% | |
| 144 | CHTRCHARTER COMMUNICATIONS INC NEW CL A | 1,936 | $791.5M | 0.12% | |
| 145 | UBERUBER TECHNOLOGIES INC COM | 8,386 | $782.4M | 0.12% | |
| 146 | ABNBAIRBNB INC COM CL A | 5,903 | $781.2M | 0.12% | |
| 147 | EXASEXACT SCIENCES CORP COM | 14,245 | $757.0M | 0.12% | |
| 148 | PHPARKER-HANNIFIN CORP COM | 1,076 | $751.7M | 0.12% | |
| 149 | DOVDOVER CORP COM | 4,086 | $748.7M | 0.12% | |
| 150 | PFEPFIZER INC COM | 30,718 | $744.6M | 0.12% | |
| 151 | CTVACORTEVA INC COM | 9,988 | $744.4M | 0.12% | |
| 152 | FCNCAFIRST CTZNS BANCSHARES INC DEL CL A | 380 | $743.5M | 0.12% | |
| 153 | TELTE CONNECTIVITY LTD | 4,353 | $734.1M | 0.11% | |
| 154 | STTSTATE STR CORP COM | 6,900 | $733.7M | 0.11% | |
| 155 | ALLYALLY FINL INC COM | 18,820 | $733.0M | 0.11% | |
| 156 | KEKIMBALL ELECTRONICS INC COM | 38,051 | $731.7M | 0.11% | |
| 157 | DUKDUKE ENERGY CORP NEW COM NEW | 6,188 | $730.2M | 0.11% | |
| 158 | BSXBOSTON SCIENTIFIC CORP | 6,794 | $729.7M | 0.11% | |
| 159 | SPGIS&P GLOBAL INC COM | 1,375 | $725.2M | 0.11% | |
| 160 | CNCCENTENE CORP DEL | 13,298 | $721.8M | 0.11% | |
| 161 | IUSGISHARES CORE S&P U.S. GROWTH ETF | 4,787 | $719.9M | 0.11% | |
| 162 | DALDELTA AIR LINES INC DEL CMN | 14,560 | $716.1M | 0.11% | |
| 163 | GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | 9,653 | $715.0M | 0.11% | |
| 164 | RCLROYAL CARRIBBEAN CRUISES LTD | 2,262 | $708.3M | 0.11% | |
| 165 | APDAIR PRODS & CHEMS INC COM | 2,488 | $701.6M | 0.11% | |
| 166 | BKNGBOOKING HOLDINGS INC COM | 120 | $694.7M | 0.11% | |
| 167 | CLSKCLEANSPARK INC COM NEW | 62,674 | $691.3M | 0.11% | |
| 168 | ORLYO REILLY AUTOMOTIVE INC | 7,615 | $686.3M | 0.11% | |
| 169 | PEPPEPSICO INC COM | 5,181 | $684.1M | 0.11% | |
| 170 | KDPKEURIG DR PEPPER INC COM | 20,687 | $683.9M | 0.11% | |
| 171 | TMOTHERMO FISHER SCIENTIFIC INC COM | 1,641 | $665.4M | 0.10% | |
| 172 | WBDDISCOVERY HLDG CO | 57,710 | $661.4M | 0.10% | |
| 173 | GDGENERAL DYNAMICS CORP COM | 2,234 | $651.6M | 0.10% | |
| 174 | INTCINTEL CORP COM | 28,590 | $640.4M | 0.10% | |
| 175 | PYPLPAYPAL HLDGS INC COM | 8,379 | $622.7M | 0.10% | |
| 176 | IQVIQVIA HLDGS INC COM | 3,861 | $608.5M | 0.10% | |
| 177 | BNBROOKFIELD CORP CL A LTD VT SH | 9,699 | $599.9M | 0.09% | |
| 178 | NULVNUVEEN ESG LARGE-CAP VALUE ETF | 14,220 | $596.0M | 0.09% | |
| 179 | LRCXLAM RESEARCH CORP | 6,105 | $594.2M | 0.09% | |
| 180 | YUMYUM! BRANDS INC | 3,967 | $587.9M | 0.09% | |
| 181 | DDOMINION RESOURCES INC | 10,357 | $585.4M | 0.09% | |
| 182 | KRKROGER CO COM | 8,120 | $582.4M | 0.09% | |
| 183 | THOTHOR INDS INC | 6,558 | $582.4M | 0.09% | |
| 184 | MUMICRON TECHNOLOGY | 4,718 | $581.5M | 0.09% | |
| 185 | HBANHUNTINGTON BANCSHARES INC COM | 34,131 | $572.0M | 0.09% | |
| 186 | RYROYAL BANK OF CANADA | 4,258 | $560.2M | 0.09% | |
| 187 | GPNGLOBAL PAYMENTS INC | 6,985 | $559.1M | 0.09% | |
| 188 | TTTRANE TECHNOLOGIES PLC SHS | 1,272 | $556.4M | 0.09% | |
| 189 | MDTMEDTRONIC PLC SHS | 6,250 | $544.8M | 0.09% | |
| 190 | ADBEADOBE SYS INC | 1,403 | $542.8M | 0.08% | |
| 191 | UPSUNITED PARCEL SERVICE INC | 5,339 | $538.9M | 0.08% | |
| 192 | KLACKLA-TENCOR CORP | 599 | $536.8M | 0.08% | |
| 193 | FEFIRSTENERGY CORP | 13,117 | $528.1M | 0.08% | |
| 194 | REGNREGENERON PHARMACEUTICALS INC | 999 | $524.7M | 0.08% | |
| 195 | RGAREINSURANCE GRP OF AMERICA INC COM NEW | 2,631 | $521.9M | 0.08% | |
| 196 | TMUST-MOBILE US INC COM | 2,189 | $521.6M | 0.08% | |
| 197 | FFORD MOTOR COMPANY | 48,042 | $521.3M | 0.08% | |
| 198 | SOSOUTHERN CO COM | 5,663 | $520.0M | 0.08% | |
| 199 | AFGAMERICAN FINL GROUP INC O | 4,105 | $518.1M | 0.08% | |
| 200 | SYKSTRYKER CORP | 1,307 | $517.1M | 0.08% |