Legacy Financial Advisors, Inc. Q2 2025 Filing
Filed August 7, 2025
Portfolio Value
$640.1M
Holdings
339
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (339 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | MTBM & T BK CORP COM | 2,651 | $514K | 0.08% | |
| 202 | PANWPALO ALTO NETWORKS INC COM | 2,503 | $512K | 0.08% | |
| 203 | MCKMCKESSON CORP | 691 | $506K | 0.08% | |
| 204 | SNPSSYNOPSYS INC COM | 970 | $497K | 0.08% | |
| 205 | GILDGILEAD SCIENCES INC | 4,421 | $490K | 0.08% | |
| 206 | MCOMOODYS CORP | 977 | $490K | 0.08% | |
| 207 | CITHE CIGNA GROUP COM | 1,482 | $489K | 0.08% | |
| 208 | CGCARLYLE GROUP INC COM | 9,427 | $484K | 0.08% | |
| 209 | IYWISHARES DJ US TECHNOLOGY | 2,739 | $474K | 0.07% | |
| 210 | MOALTRIA GROUP INC COM | 8,037 | $471K | 0.07% | |
| 211 | DFATDIMENSIONAL U.S. TARGETED VALUE ETF | 8,549 | $461K | 0.07% | |
| 212 | CCEPCOCA COLA ENTERPRISEINC | 4,960 | $459K | 0.07% | |
| 213 | NSCNORFOLK SOUTHERN CRP | 1,770 | $453K | 0.07% | |
| 214 | MARMARRIOTT INTL INC | 1,656 | $452K | 0.07% | |
| 215 | MRSHMARSH & MCLENNAN COS INC COM | 2,032 | $444K | 0.07% | |
| 216 | ESGUISHARES ESG AWARE MSCI USA ETF | 3,259 | $440K | 0.07% | |
| 217 | VOOVANGUARD S&P 500 ETF | 773 | $439K | 0.07% | |
| 218 | MDLZMONDELEZ INTL INC CL A | 6,462 | $435K | 0.07% | |
| 219 | IWRISHARES TR RUSSELL MIDCAP INDEX FD | 4,716 | $433K | 0.07% | |
| 220 | XELXCEL ENERGY INC COM | 6,330 | $431K | 0.07% | |
| 221 | UBSUBS AG NEW F | 12,729 | $430K | 0.07% | |
| 222 | SHWSHERWIN WILLIAMS CO COM | 1,250 | $429K | 0.07% | |
| 223 | AEMAGNICO EAGLE MINES LTD COM | 3,611 | $429K | 0.07% | |
| 224 | APAAPA CORPORATION COM | 22,975 | $420K | 0.07% | |
| 225 | CDNSCADENCE DESIGN SYSTEM INC COM | 1,344 | $414K | 0.06% | |
| 226 | SEICSEI INVESTMENTS CO | 4,604 | $413K | 0.06% | |
| 227 | ESGVVANGUARD ESG U.S. STOCK ETF | 3,720 | $407K | 0.06% | |
| 228 | DHRDANAHER CORP | 2,041 | $403K | 0.06% | |
| 229 | DOCUDOCUSIGN INC COM | 5,119 | $398K | 0.06% | |
| 230 | ABGCENCORA INC COM | 1,324 | $397K | 0.06% | |
| 231 | DYHTARGET CORP COM | 3,926 | $387K | 0.06% | |
| 232 | CMGCHIPOTLE MEXICAN GRILL INC | 6,881 | $386K | 0.06% | |
| 233 | AJGGALLAGHER ARTHUR J &CO | 1,206 | $386K | 0.06% | |
| 234 | WMWASTE MANAGEMENT INC | 1,666 | $381K | 0.06% | |
| 235 | MMM3M CO COM | 2,503 | $381K | 0.06% | |
| 236 | CCOCAMECO CORP F | 5,145 | $381K | 0.06% | |
| 237 | FDSFACTSET RESH SYS INC COM | 850 | $380K | 0.06% | |
| 238 | RHRH COM | 2,000 | $378K | 0.06% | |
| 239 | SCHDSCHWAB US DIVIDEND EQUITY ETF | 14,269 | $378K | 0.06% | |
| 240 | DELLDELL TECHNOLOGIES INC CL C | 3,085 | $378K | 0.06% | |
| 241 | FBINFORTUNE BRANDS INNOVATIONS INC COM | 7,306 | $376K | 0.06% | |
| 242 | FDO.FMACYS INC COM | 32,157 | $374K | 0.06% | |
| 243 | IJHISHARES CORE S&P MID CAP ETF | 6,030 | $373K | 0.06% | |
| 244 | LMTLOCKHEED MARTIN CORP | 806 | $373K | 0.06% | |
| 245 | BDCBELDEN CDT INC | 3,226 | $373K | 0.06% | |
| 246 | MASMASCO CORP COM | 5,668 | $364K | 0.06% | |
| 247 | PEGPUBLIC SVC ENTERPRISE GRP INC COM | 4,233 | $356K | 0.06% | |
| 248 | ETRENTERGY CORP NEW COM | 4,284 | $356K | 0.06% | |
| 249 | NULGNUVEEN ESG LARGE-CAP GROWTH ETF | 3,758 | $353K | 0.06% | |
| 250 | GPCGENUINE PARTS CO COM | 2,880 | $349K | 0.05% | |
| 251 | EXPDEXPEDITORS INTL WASH INC | 3,047 | $348K | 0.05% | |
| 252 | CEGCONSTELLATION ENERGY CORP COM | 1,060 | $342K | 0.05% | |
| 253 | WHRWHIRLPOOL CORP COM | 3,366 | $341K | 0.05% | |
| 254 | EMREMERSON ELEC CO COM | 2,535 | $337K | 0.05% | |
| 255 | AALAMERICAN AIRLS GROUP INC COM | 30,067 | $337K | 0.05% | |
| 256 | NOCNORTHROP GRUMMAN CORP COM | 671 | $335K | 0.05% | |
| 257 | CRBGCOREBRIDGE FINL INC COM | 9,366 | $332K | 0.05% | |
| 258 | TRVTRAVELERS COMPANIES INC COM | 1,223 | $327K | 0.05% | |
| 259 | ZBHZIMMER HLDGS INC | 3,576 | $326K | 0.05% | |
| 260 | AONAON CORP | 912 | $325K | 0.05% | |
| 261 | ECLECOLAB INC COM | 1,206 | $324K | 0.05% | |
| 262 | DGXQUEST DIAGNOSTICS INC | 1,799 | $323K | 0.05% | |
| 263 | CAHCARDINAL HEALTH INC | 1,901 | $319K | 0.05% | |
| 264 | HLTHILTON WORLDWIDE HLDGS INC COM | 1,196 | $318K | 0.05% | |
| 265 | FFBCFIRST FINL BANCORP OH COM | 13,089 | $317K | 0.05% | |
| 266 | SABRSABRE CORP COM | 100,193 | $316K | 0.05% | |
| 267 | CLFCLEVELAND-CLIFFS INC NEW COM | 41,073 | $312K | 0.05% | |
| 268 | NCLHNORWEGIAN CRUISE LINE HLDGS LTD SHS ISIN#BMG667211 | 15,367 | $311K | 0.05% | |
| 269 | ZMZOOM COMMUNICATIONS INC CL A | 4,000 | $311K | 0.05% | |
| 270 | T7DTRANSDIGM GROUP INC COM DELAWARE | 203 | $308K | 0.05% | |
| 271 | CVSCVS HEALTH CORP COM | 4,421 | $304K | 0.05% | |
| 272 | ADMARCHER DANIELS MIDLAND CO COM | 5,741 | $303K | 0.05% | |
| 273 | CNRCANADIAN NATL RY CO COM | 2,889 | $300K | 0.05% | |
| 274 | WMBWILLIAMS COS INC COM | 4,754 | $298K | 0.05% | |
| 275 | IWVISHARES RUSSELL 3000 ETF | 849 | $297K | 0.05% | |
| 276 | NXPINXP SEMICONDUCTORS NV COM | 1,352 | $295K | 0.05% | |
| 277 | MGAMAGNA INTL INC CL A | 7,610 | $293K | 0.05% | |
| 278 | FBTCFIDELITY WISE ORIGIN BITCOIN FUND | 3,105 | $291K | 0.05% | |
| 279 | TDTORONTO DOMINION BANK | 3,951 | $290K | 0.05% | |
| 280 | BAXBAXTER INTL INC COM | 9,555 | $289K | 0.05% | |
| 281 | CRWDCROWDSTRIKE HLDGS INC CL A | 565 | $287K | 0.04% | |
| 282 | ANETARISTA NETWORKS INC COM SHS | 2,796 | $286K | 0.04% | |
| 283 | VOEVANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETF | 1,705 | $280K | 0.04% | |
| 284 | NUHYNUVEEN ESG HIGH YIELD CORPORATE BOND ETF | 12,800 | $277K | 0.04% | |
| 285 | APHAMPHENOL CORP CL A | 2,807 | $277K | 0.04% | |
| 286 | IJRISHARES S&P SMALLCAP 600 ETF | 2,529 | $276K | 0.04% | |
| 287 | AZOAUTOZONE INC NEV | 74 | $274K | 0.04% | |
| 288 | LBRDKLIBERTY BROADBAND CORP COM SER C | 2,775 | $273K | 0.04% | |
| 289 | INEQCOLUMBIA INTERNATIONAL EQUITY INCOME ETF | 7,675 | $272K | 0.04% | |
| 290 | SLVISHARES SILVER TRUST ETF | 8,246 | $270K | 0.04% | |
| 291 | CSXCSX CORP | 8,241 | $268K | 0.04% | |
| 292 | STZCONSTELLATION BRANDS INC CL A | 1,634 | $265K | 0.04% | |
| 293 | PNFPPINNACLE FINL PARTNERS INC COM | 2,345 | $258K | 0.04% | |
| 294 | A4SAMERIPRISE FINL INC COM | 482 | $257K | 0.04% | |
| 295 | MCHPMICROCHIP TECHNOLOGY INC | 3,654 | $257K | 0.04% | |
| 296 | EQTEQT CORP COM | 4,420 | $257K | 0.04% | |
| 297 | HWMHOWMET AEROSPACE INC COM | 1,374 | $255K | 0.04% | |
| 298 | WDAYWORKDAY INC COM | 1,059 | $254K | 0.04% | |
| 299 | XYZBLOCK INC CL A | 3,753 | $254K | 0.04% | |
| 300 | AEEAMEREN CORP | 2,619 | $251K | 0.04% |