Legacy Financial Advisors, Inc. Q3 2025 Filing
Filed November 10, 2025
Portfolio Value
$725.9M
Holdings
416
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (416 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | ADSKAUTODESK INC | 3,650 | $1.2M | 0.16% | |
| 102 | LINLINDE PLC SHS | 2,428 | $1.2M | 0.16% | |
| 103 | VRTXVERTEX PHARMACEUTICALS IN | 2,926 | $1.1M | 0.16% | |
| 104 | DEDEERE & CO COM | 2,486 | $1.1M | 0.16% | |
| 105 | KEKIMBALL ELECTRONICS INC COM | 38,051 | $1.1M | 0.16% | |
| 106 | WTWWILLIS TOWERS WATSON PLC LTD SHS | 3,277 | $1.1M | 0.16% | |
| 107 | WBDDISCOVERY HLDG CO | 57,050 | $1.1M | 0.15% | |
| 108 | TXNTEXAS INSTRS INC COM | 6,043 | $1.1M | 0.15% | |
| 109 | SHELROYAL DUTCH SHELL PLC-ADR | 15,494 | $1.1M | 0.15% | |
| 110 | ETNEATON CORP PLC SHS | 2,951 | $1.1M | 0.15% | |
| 111 | TAT&T INC COM | 38,801 | $1.1M | 0.15% | |
| 112 | ADPAUTOMATIC DATA PROCESSING INC COM | 3,734 | $1.1M | 0.15% | |
| 113 | CMCSACOMCAST CORP NEW CL A | 34,742 | $1.1M | 0.15% | |
| 114 | SONYSONY GROUP CORP SPONSORED ADR | 37,772 | $1.1M | 0.15% | |
| 115 | PEPPEPSICO INC COM | 7,733 | $1.1M | 0.15% | |
| 116 | MGKVANGUARD MEGA CAP GROWTH ETF | 2,693 | $1.1M | 0.15% | |
| 117 | INTUINTUIT INC | 1,576 | $1.1M | 0.15% | |
| 118 | AZNASTRAZENECA PLC- SPONS ADR | 13,809 | $1.1M | 0.15% | |
| 119 | XMHQINVESCO S&P MIDCAP QUALITY ETF | 9,933 | $1.0M | 0.14% | |
| 120 | TMTOYOTA MOTOR CORP ADS | 5,268 | $1.0M | 0.14% | |
| 121 | MNSTMONSTER BEVERAGE CORP | 14,875 | $1.0M | 0.14% | |
| 122 | MUMICRON TECHNOLOGY | 5,929 | $992K | 0.14% | |
| 123 | ABNBAIRBNB INC COM CL A | 8,092 | $982K | 0.14% | |
| 124 | DWDMORGAN STANLEY | 6,174 | $981K | 0.14% | |
| 125 | AXPAMERICAN EXPRESS CO COM | 2,952 | $980K | 0.14% | |
| 126 | ENBENBRIDGE INC COM | 19,347 | $976K | 0.13% | |
| 127 | AMATAPPLIED MATLS INC COM | 4,755 | $973K | 0.13% | |
| 128 | SAPSAP AKTIENGESELLSCHAFT ADR | 3,626 | $968K | 0.13% | |
| 129 | TFCTRUIST FINL CORP COM | 20,956 | $958K | 0.13% | |
| 130 | BACVERIZON COMMUNICATIONS | 21,688 | $953K | 0.13% | |
| 131 | DALDELTA AIR LINES INC DEL CMN | 16,791 | $952K | 0.13% | |
| 132 | NOWSERVICE NOW INC | 1,027 | $945K | 0.13% | |
| 133 | ISRGINTUITIVE SURGICAL, INC. | 2,091 | $935K | 0.13% | |
| 134 | ADIANALOG DEVICES INC COM | 3,793 | $931K | 0.13% | |
| 135 | SBUXSTARBUCKS CORP | 10,920 | $923K | 0.13% | |
| 136 | AMGNAMGEN INC | 3,258 | $919K | 0.13% | |
| 137 | NVONOVO-NORDISK A/S ADR ADR CMN | 16,558 | $918K | 0.13% | |
| 138 | XELXCEL ENERGY INC COM | 11,337 | $914K | 0.13% | |
| 139 | LOWLOWES COS INC COM | 3,616 | $908K | 0.13% | |
| 140 | CLSKCLEANSPARK INC COM NEW | 62,607 | $907K | 0.12% | |
| 141 | ALSALLSTATE CORP | 4,229 | $907K | 0.12% | |
| 142 | AIGAMERICAN INTL GROUP INC COM NEW | 11,526 | $905K | 0.12% | |
| 143 | IQVIQVIA HLDGS INC COM | 4,762 | $904K | 0.12% | |
| 144 | DUKDUKE ENERGY CORP NEW COM NEW | 7,300 | $903K | 0.12% | |
| 145 | BMYBRISTOL-MYERS SQUIBB CO COM | 19,957 | $900K | 0.12% | |
| 146 | KDPKEURIG DR PEPPER INC COM | 35,291 | $900K | 0.12% | |
| 147 | FISVFISERV INC | 6,943 | $895K | 0.12% | |
| 148 | LRCXLAM RESEARCH CORP | 6,670 | $893K | 0.12% | |
| 149 | TMOTHERMO FISHER SCIENTIFIC INC COM | 1,828 | $886K | 0.12% | |
| 150 | ULUNILEVER PLC SPON ADR NEW | 14,888 | $882K | 0.12% | |
| 151 | STTSTATE STR CORP COM | 7,600 | $881K | 0.12% | |
| 152 | SSENTINELONE INC CL A | 50,000 | $880K | 0.12% | |
| 153 | CMECHICAGO MERCANTILE HLDGS INC | 3,238 | $874K | 0.12% | |
| 154 | PIDINVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF | 40,871 | $869K | 0.12% | |
| 155 | CBCHUBB LIMITED COM | 3,082 | $869K | 0.12% | |
| 156 | TELTE CONNECTIVITY LTD | 3,931 | $862K | 0.12% | |
| 157 | GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | 11,466 | $861K | 0.12% | |
| 158 | UBERUBER TECHNOLOGIES INC COM | 8,774 | $859K | 0.12% | |
| 159 | BMTABRITISH AMERICAN TOBACCO | 16,050 | $851K | 0.12% | |
| 160 | NEENEXTERA ENERGY INC COM | 11,204 | $845K | 0.12% | |
| 161 | BKBANK NEW YORK MELLON CORP COM | 7,749 | $844K | 0.12% | |
| 162 | EOGEOG RESOURCES INC | 7,428 | $832K | 0.11% | |
| 163 | EFXEQUIFAX INC COM | 3,246 | $832K | 0.11% | |
| 164 | ORLYO REILLY AUTOMOTIVE INC | 7,685 | $828K | 0.11% | |
| 165 | BLKBLACKROCK INC | 703 | $819K | 0.11% | |
| 166 | BABAALIBABA GROUP HLDG LTD SPONSORED ADS | 4,557 | $814K | 0.11% | |
| 167 | PFEPFIZER INC COM | 31,922 | $813K | 0.11% | |
| 168 | PGRPROGRESSIVE CORP COM | 3,296 | $813K | 0.11% | |
| 169 | CBRECBRE GROUP INC A | 5,148 | $811K | 0.11% | |
| 170 | NDAQNASDAQ STK MKT INC | 9,173 | $811K | 0.11% | |
| 171 | RIORIO TINTO PLC SPON ADR | 12,261 | $809K | 0.11% | |
| 172 | ALLYALLY FINL INC COM | 20,629 | $808K | 0.11% | |
| 173 | ELVELEVANCE HEALTH INC FORMERLY A COM | 2,476 | $800K | 0.11% | |
| 174 | GDGENERAL DYNAMICS CORP COM | 2,338 | $797K | 0.11% | |
| 175 | BPBP PLC SPONSORED ADR | 23,025 | $793K | 0.11% | |
| 176 | IUSGISHARES CORE S&P U.S. GROWTH ETF | 4,756 | $782K | 0.11% | |
| 177 | DFATDIMENSIONAL U.S. TARGETED VALUE ETF | 13,238 | $770K | 0.11% | |
| 178 | FCNCAFIRST CTZNS BANCSHARES INC DEL CL A | 427 | $763K | 0.11% | |
| 179 | DOVDOVER CORP COM | 4,525 | $754K | 0.10% | |
| 180 | PHPARKER-HANNIFIN CORP COM | 991 | $751K | 0.10% | |
| 181 | MDTMEDTRONIC PLC SHS | 7,782 | $741K | 0.10% | |
| 182 | RCLROYAL CARRIBBEAN CRUISES LTD | 2,250 | $728K | 0.10% | |
| 183 | BKNGBOOKING HOLDINGS INC COM | 134 | $723K | 0.10% | |
| 184 | RYROYAL BANK OF CANADA | 4,851 | $714K | 0.10% | |
| 185 | RGAREINSURANCE GRP OF AMERICA INC COM NEW | 3,702 | $711K | 0.10% | |
| 186 | WELLHEALTH CARE REIT INC | 3,988 | $710K | 0.10% | |
| 187 | INTCINTEL CORP COM | 21,027 | $705K | 0.10% | |
| 188 | DOWDOW INC COM | 30,775 | $705K | 0.10% | |
| 189 | CTVACORTEVA INC COM | 10,312 | $697K | 0.10% | |
| 190 | REGNREGENERON PHARMACEUTICALS INC | 1,221 | $686K | 0.09% | |
| 191 | MOALTRIA GROUP INC COM | 10,329 | $682K | 0.09% | |
| 192 | HONHONEYWELL INTL INC | 3,233 | $680K | 0.09% | |
| 193 | TRGPTARGA RES CORP COM | 3,980 | $666K | 0.09% | |
| 194 | AEMAGNICO EAGLE MINES LTD COM | 3,903 | $657K | 0.09% | |
| 195 | ADBEADOBE SYS INC | 1,850 | $652K | 0.09% | |
| 196 | SPGIS&P GLOBAL INC COM | 1,339 | $651K | 0.09% | |
| 197 | KLACKLA-TENCOR CORP | 602 | $649K | 0.09% | |
| 198 | CGCARLYLE GROUP INC COM | 10,354 | $649K | 0.09% | |
| 199 | PANWPALO ALTO NETWORKS INC COM | 3,173 | $646K | 0.09% | |
| 200 | APDAIR PRODS & CHEMS INC COM | 2,360 | $643K | 0.09% |