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 |
|---|---|---|---|---|---|
| 301 | CTRACABOT OIL & GAS CP COM | 9,921 | $251K | 0.04% | |
| 302 | CLCOLGATE PALMOLIVE CO COM | 2,749 | $249K | 0.04% | |
| 303 | NRANRG ENERGY INC NEW | 1,551 | $249K | 0.04% | |
| 304 | DFSBDIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF | 4,724 | $247K | 0.04% | |
| 305 | ILMNILLUMINA INC | 2,595 | $247K | 0.04% | |
| 306 | CNPCENTERPOINT ENERGY INC COM | 6,698 | $246K | 0.04% | |
| 307 | ITWILLINOIS TOOL WKS INC COM | 992 | $245K | 0.04% | |
| 308 | VOVANGUARD MID CAP | 868 | $242K | 0.04% | |
| 309 | HCAHCA INC | 626 | $239K | 0.04% | |
| 310 | BBARRICK GOLD CORP F | 11,388 | $237K | 0.04% | |
| 311 | BXBLACKSTONE GROUP LP | 1,560 | $233K | 0.04% | |
| 312 | BAPCREDICORP LTD | 1,039 | $232K | 0.04% | |
| 313 | EDCONSOLIDATED EDISON INC COM | 2,308 | $231K | 0.04% | |
| 314 | BMOBANK OF MONTREAL | 2,093 | $231K | 0.04% | |
| 315 | URIUNITED RENTALS INC | 307 | $231K | 0.04% | |
| 316 | CHRWC H ROBINSON WORLDWIDE INC COM NEW | 2,392 | $229K | 0.04% | |
| 317 | HPEHEWLETT PACKARD ENTERPRISE CO COM | 11,094 | $226K | 0.04% | |
| 318 | CPCANADIAN PACIFIC KANSAS CITY COM | 2,853 | $226K | 0.04% | |
| 319 | ALCALCON AG ORD SHS | 2,549 | $225K | 0.04% | |
| 320 | EAELECTRONICS ARTS | 1,410 | $225K | 0.04% | |
| 321 | RSGREPUBLIC SERVICES INC | 886 | $218K | 0.03% | |
| 322 | AFLAFLAC INC COM | 2,066 | $217K | 0.03% | |
| 323 | HIGHARTFORD FINL SVCS GROUP INC | 1,708 | $216K | 0.03% | |
| 324 | FISFIDELITY NATL INFO SVCS | 2,660 | $216K | 0.03% | |
| 325 | CROXCROCS INC | 2,109 | $213K | 0.03% | |
| 326 | OKEONEOK INC NEW COM | 2,580 | $210K | 0.03% | |
| 327 | CFRCULLEN FROST BANKERS INC COM | 1,640 | $210K | 0.03% | |
| 328 | DASHDOORDASH INC CL A | 850 | $209K | 0.03% | |
| 329 | AEPAMERICAN ELEC PWR CO INC COM | 1,999 | $207K | 0.03% | |
| 330 | CECELANESE CORPORATION | 3,734 | $206K | 0.03% | |
| 331 | FDXFEDEX CORP | 904 | $205K | 0.03% | |
| 332 | AMCRAMCOR PLC ORD | 22,347 | $205K | 0.03% | |
| 333 | ROSTROSS STORES INC | 1,609 | $205K | 0.03% | |
| 334 | DBDEUTSCHE BANK A G NAMEN AKT | 6,982 | $204K | 0.03% | |
| 335 | ROPROPER TECHNOLOGIES INC COM | 360 | $203K | 0.03% | |
| 336 | IBKRINTERACTIVE BROKERS GROUP INC COM CL A | 3,648 | $202K | 0.03% | |
| 337 | CMICUMMINS INC COM | 613 | $200K | 0.03% | |
| 338 | APPSDIGITAL TURBINE INC COM NEW | 19,000 | $112K | 0.02% | |
| 339 | CHPTCHARGEPOINT HOLDINGS INC COM SHS | 36,000 | $25K | 0.00% |
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