Legacy Financial Advisors, Inc. Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$605K
Holdings
345
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (345 positions)
| Stock | Value |
|---|---|
DGRWWISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $64K |
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $27K |
DIVIFRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND | $20K |
AAPLAPPLE INC | $20K |
XCWISDOMTREE EMERGING MARKETS EX-CHINA FUND | $19K |
WTVWISDOMTREE US VALUE FUND OF BENEF INTEREST | $18K |
GQINATIXIS GATEWAY QUALITY INCOME ETF | $18K |
QGRWWISDOMTREE U.S. QUALITY GROWTH FUND | $18K |
MSFTMICROSOFT | $15K |
JMUBJPMORGAN MUNICIPAL ETF | $15K |
NVDANVIDIA CORP | $14K |
PGPROCTER AND GAMBLE CO COM | $13K |
PYLDPIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $13K |
DGROISHARES CORE DIVIDEND GROWTH ETF | $12K |
JPMJPMORGAN CHASE & CO. COM | $9K |
AMZNAMAZON.COM INC | $8K |
TSLATESLA MOTORS INC | $7K |
USMVISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD | $7K |
METAMETA PLATFORMS INC CL A | $6K |
GOOGLGOOGLE INC | $5K |
VONGVANGUARD RUSSELL 1000 GROWTH ETF | $5K |
GOOGALPHABET INC CAP STK CL C | $5K |
AQLTISHARES CORE MSCI EAFE ETF | $5K |
VVISA INC | $4K |
DWMWISDOMTREE INTERNATIONAL EQUITY FUND | $4K |
DNLWISDOMTREE GLOBAL EX-US QUALITY DIVIDEND GROWTH FUND | $4K |
VTIVANGUARD TOTAL STK MKT | $4K |
NFLXNETFLIX COM INC | $4K |
AVGOAVAGO TECHNOLOGIES LTD | $4K |
EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF | $3K |
FITBFIFTH THIRD BANCORP | $3K |
IVVISHARES S&P 500 INDEX | $3K |
ORCLORACLE CORPORATION | $3K |
HDHOME DEPOT | $3K |
PNCPNC FINL SVCS GROUP INC COM | $3K |
XOMEXXON MOBIL CORP COM | $3K |
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | $3K |
HYMBSPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF | $3K |
UNHUNITEDHEALTH GROUP | $3K |
MUNIPIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | $3K |
VEAVANGUARD FTSE DEVELOPED MARKETS ETF | $3K |
WMTWALMART INC COM | $2K |
JNJJOHNSON & JOHNSON COM | $2K |
KOCOCA COLA CO COM | $2K |
LLYELI LILLY & CO COM | $2K |
CSCOCISCO SYS INC | $2K |
CRMSALESFORCE COM | $2K |
MAMASTERCARD INC | $2K |
SNASNAP ON INC COM | $2K |
CVXCHEVRON CORP NEW COM | $2K |
BABOEING CO COM | $2K |
SPHQINVESCO S&P 500 QUALITY ETF | $2K |
FBNDFIDELITY TOTAL BOND ETF | $2K |
TXNTEXAS INSTRS INC COM | $2K |
BACBANK AMERICA CORP COM | $2K |
TFCTRUIST FINL CORP COM | $2K |
AMGNAMGEN INC | $2K |
TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $2K |
CMCSACOMCAST CORP NEW CL A | $2K |
ABBVABBVIE INC COM | $2K |
JPSTJPMORGAN ULTRA-SHORT INCOME ETF | $2K |
SPYSPDR S&P 500 ETF TRUST | $2K |
IBMINTL BUSINESS MACHINES | $2K |
UNPUNION PAC CORP COM | $2K |
COSTCOSTCO WHOLESALE CORP | $2K |
USBUS BANCORP DEL COM NEW | $2K |
CMECHICAGO MERCANTILE HLDGS INC | $2K |
BACVERIZON COMMUNICATIONS | $2K |
DISDISNEY WALT CO COM | $1K |
VTEBVANGUARD TAX-EXEMPT BOND ETF | $1K |
MCDMCDONALDS CORP COM | $1K |
ACNACCENTURE LTD BERMUDA CL A | $1K |
UPSUNITED PARCEL SERVICE INC | $1K |
PLTRPALANTIR TECHNOLOGIES INC CL A | $1K |
CITCINTAS CORP | $1K |
NVSNNOVARTIS AG ADR | $1K |
MSIMOTOROLA SOLUTIONS INC COM NEW | $1K |
PGRPROGRESSIVE CORP COM | $1K |
ETRENTERGY CORP NEW COM | $1K |
PEPPEPSICO INC COM | $1K |
ISRGINTUITIVE SURGICAL, INC. | $1K |
RWJINVESCO S&P SMALLCAP 600 REVENUE ETF | $1K |
MMM3M CO COM | $1K |
MRKMERCK & CO INC | $1K |
SHOPSHOPIFY INC CL A | $1K |
DFIVDIMENSIONAL INTERNATIONAL VALUE ETF | $1K |
NVONOVO-NORDISK A/S ADR ADR CMN | $1K |
GDGENERAL DYNAMICS CORP COM | $1K |
CFRCULLEN FROST BANKERS INC COM | $1K |
GEGE AEROSPACE COM NEW | $1K |
WFCWELLS FARGO CO NEW COM | $1K |
ADPAUTOMATIC DATA PROCESSING INC COM | $1K |
TMOTHERMO FISHER SCIENTIFIC INC COM | $1K |
HLMNHILLMAN SOLUTIONS CORP COM | $1K |
NKENIKE INC CLASS B | $1K |
ADSKAUTODESK INC | $1K |
ABTABBOTT LABS COM | $1K |
PFEPFIZER INC COM | $1K |
SBUXSTARBUCKS CORP | $1K |
4I1PHILIP MORRIS INTL INC | $1K |
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