Legacy Financial Advisors, Inc. Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$604.9M
Holdings
345
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (345 positions)
| Stock | Value |
|---|---|
COFCAPITAL ONE FINANCIAL CORP | $465K |
AZNASTRAZENECA PLC- SPONS ADR | $463K |
MSMMSC INDL DIRECT INC CL A | $462K |
BMTABRITISH AMERICAN TOBACCO | $460K |
FEFIRSTENERGY CORP | $459K |
DOCUDOCUSIGN INC COM | $457K |
MARMARRIOTT INTL INC | $451K |
TTTRANE TECHNOLOGIES PLC SHS | $450K |
SNPSSYNOPSYS INC COM | $446K |
ALSNALLISON TRANSMISSION HLDGS INC COM | $443K |
CNPCENTERPOINT ENERGY INC COM | $441K |
CMGCHIPOTLE MEXICAN GRILL INC | $440K |
HIIHUNTINGTON INGALLS INDS INC COM | $437K |
IYWISHARES DJ US TECHNOLOGY | $436K |
SPGSIMON PROPERTY GROUP INC | $435K |
SWKSTANLEY BLACK & DECKER INC COM | $424K |
AEMAGNICO EAGLE MINES LTD COM | $422K |
PLDPROLOGIS SHARE BENEFICIAL INT | $422K |
VOOVANGUARD S&P 500 ETF | $420K |
IWRISHARES TR RUSSELL MIDCAP INDEX FD | $416K |
SCHDSCHWAB US DIVIDEND EQUITY ETF | $416K |
BHPBHP GROUP LTD SPONSORED ADS | $415K |
SOSOUTHERN CO COM | $414K |
CDNSCADENCE DESIGN SYSTEM INC COM | $414K |
FISVFISERV INC | $410K |
MCOMOODYS CORP | $408K |
FDSFACTSET RESH SYS INC COM | $408K |
ESGVVANGUARD ESG U.S. STOCK ETF | $408K |
SHWSHERWIN WILLIAMS CO COM | $406K |
LECOLINCOLN ELEC HLDGS INC | $399K |
SYKSTRYKER CORP | $395K |
PG4PRINCIPAL FINANCIAL GROUP INC COM | $394K |
IJRISHARES S&P SMALLCAP 600 ETF | $391K |
BXBLACKSTONE GROUP LP | $390K |
CCEPCOCA COLA ENTERPRISEINC | $386K |
SEICSEI INVESTMENTS CO | $383K |
XELXCEL ENERGY INC COM | $383K |
PANWPALO ALTO NETWORKS INC COM | $381K |
CITHE CIGNA GROUP COM | $375K |
DVNDEVON ENERGY CORP | $374K |
DEODIAGEO PLC | $373K |
NSCNORFOLK SOUTHERN CRP | $372K |
MOALTRIA GROUP INC COM | $367K |
ANETARISTA NETWORKS INC COM SHS | $366K |
SABRSABRE CORP COM | $365K |
LRCXLAM RESEARCH CORP | $364K |
BDCBELDEN CDT INC | $363K |
FDXFEDEX CORP | $356K |
INGING GROEP NV ADR | $355K |
WELLHEALTH CARE REIT INC | $351K |
MDLZMONDELEZ INTL INC CL A | $348K |
EXPDEXPEDITORS INTL WASH INC | $347K |
FFBCFIRST FINL BANCORP OH COM | $346K |
KLACKLA-TENCOR CORP | $345K |
RELXRELX PLC SPONSORED ADR | $341K |
EQIXEQUINIX INC COM | $339K |
XCEMCOLUMBIA EM CORE EX-CHINA ETF | $332K |
AONAON CORP | $330K |
NULGNUVEEN ESG LARGE-CAP GROWTH ETF | $327K |
OMCOMNICOM GROUP INC COM | $326K |
ZMZOOM COMMUNICATIONS INC CL A | $326K |
PEGPUBLIC SVC ENTERPRISE GRP INC COM | $323K |
UBSUBS AG NEW F | $321K |
CSXCSX CORP | $321K |
NOCNORTHROP GRUMMAN CORP COM | $320K |
MCKMCKESSON CORP | $318K |
WMWASTE MANAGEMENT INC | $318K |
XYZBLOCK INC CL A | $317K |
EMREMERSON ELEC CO COM | $313K |
ILMNILLUMINA INC | $312K |
SWSMURFIT WESTROCK PLC SHS | $310K |
ESGUISHARES ESG AWARE MSCI USA ETF | $309K |
GILDGILEAD SCIENCES INC | $295K |
CMACOMERICA INC COM | $293K |
IWVISHARES RUSSELL 3000 ETF | $291K |
DFATDIMENSIONAL U.S. TARGETED VALUE ETF | $290K |
ADMARCHER DANIELS MIDLAND CO COM | $289K |
BABAALIBABA GROUP HLDG LTD SPONSORED ADS | $283K |
GOGOGOGO INC COM USD0.0001 | $283K |
AJGGALLAGHER ARTHUR J &CO | $282K |
ELVELEVANCE HEALTH INC COM | $280K |
FDO.FMACYS INC COM | $280K |
MUFGMITSUBISHI UFJ FINL GROUP INC SPONSORED | $276K |
PNFPPINNACLE FINL PARTNERS INC COM | $276K |
TRVTRAVELERS COMPANIES INC COM | $274K |
HLTHILTON WORLDWIDE HLDGS INC COM | $273K |
OKEONEOK INC NEW COM | $272K |
GISGENERAL MLS INC COM | $270K |
NUHYNUVEEN ESG HIGH YIELD CORPORATE BOND ETF | $269K |
KOFCOCA COLA FEMSA SA SPON ADR SPONSORED ADR | $268K |
QFINQIFU TECHNOLOGY INC AMERICAN DEP | $268K |
CCOCAMECO CORP F | $265K |
ECLECOLAB INC COM | $264K |
WDAYWORKDAY INC COM | $264K |
ICEINTERCONTINENTAL EXCHANGE INC COM | $256K |
DDDUPONT DE NEMOURS INC COM | $255K |
FQIDIGITAL REALTY TRUST INC | $254K |
CTRACABOT OIL & GAS CP COM | $254K |
VFCV F CORP COM | $252K |
FMCFMC CORP COM NEW | $243K |