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 | Value |
|---|---|
NOWSERVICE NOW INC | $1.1M |
PSXPHILLIPS 66 | $1.1M |
ACNACCENTURE LTD BERMUDA CL A | $1.1M |
TAT&T INC COM | $1.1M |
AXPAMERICAN EXPRESS CO COM | $1.0M |
UNHUNITEDHEALTH GROUP | $1.0M |
MGKVANGUARD MEGA CAP GROWTH ETF | $1.0M |
TFCTRUIST FINL CORP COM | $968K |
OCCOPTICAL CABLE CORP COM NEW | $962K |
LINLINDE PLC SHS | $959K |
GQ9SPDR GOLD ETF | $956K |
XMHQINVESCO S&P MIDCAP QUALITY ETF | $939K |
MNSTMONSTER BEVERAGE CORP | $936K |
BLKBLACKROCK INC | $932K |
AMGNAMGEN INC | $927K |
EOGEOG RESOURCES INC | $920K |
GMGENERAL MOTORS CORP | $919K |
SSENTINELONE INC CL A | $914K |
BMYBRISTOL-MYERS SQUIBB CO COM | $912K |
DOWDOW INC COM | $911K |
WTWWILLIS TOWERS WATSON PLC LTD SHS | $903K |
FISVFISERV INC | $900K |
CMECHICAGO MERCANTILE HLDGS INC | $898K |
ADIANALOG DEVICES INC COM | $893K |
AIGAMERICAN INTL GROUP INC COM NEW | $892K |
ELVELEVANCE HEALTH INC COM | $884K |
BACVERIZON COMMUNICATIONS | $871K |
CATCATERPILLAR INC COM | $869K |
DWDMORGAN STANLEY | $867K |
HONHONEYWELL INTL INC | $866K |
PIDINVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF | $842K |
AMATAPPLIED MATLS INC COM | $835K |
LOWLOWES COS INC COM | $827K |
BKBANK NEW YORK MELLON CORP COM | $824K |
AMDADVANCED MICRO DEVICES INC COM | $824K |
ENBENBRIDGE INC COM | $823K |
NEENEXTERA ENERGY INC COM | $812K |
CBCHUBB LIMITED COM | $803K |
ALSALLSTATE CORP | $798K |
NDAQNASDAQ STK MKT INC | $797K |
HESHESS CORP COM | $796K |
EFXEQUIFAX INC COM | $794K |
CBRECBRE GROUP INC A | $793K |
CHTRCHARTER COMMUNICATIONS INC NEW CL A | $791K |
UBERUBER TECHNOLOGIES INC COM | $782K |
ABNBAIRBNB INC COM CL A | $781K |
EXASEXACT SCIENCES CORP COM | $756K |
PHPARKER-HANNIFIN CORP COM | $751K |
DOVDOVER CORP COM | $748K |
CTVACORTEVA INC COM | $744K |
PFEPFIZER INC COM | $744K |
FCNCAFIRST CTZNS BANCSHARES INC DEL CL A | $743K |
TELTE CONNECTIVITY LTD | $734K |
STTSTATE STR CORP COM | $733K |
ALLYALLY FINL INC COM | $733K |
KEKIMBALL ELECTRONICS INC COM | $731K |
DUKDUKE ENERGY CORP NEW COM NEW | $730K |
BSXBOSTON SCIENTIFIC CORP | $729K |
SPGIS&P GLOBAL INC COM | $725K |
CNCCENTENE CORP DEL | $721K |
IUSGISHARES CORE S&P U.S. GROWTH ETF | $719K |
DALDELTA AIR LINES INC DEL CMN | $716K |
GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $715K |
RCLROYAL CARRIBBEAN CRUISES LTD | $708K |
APDAIR PRODS & CHEMS INC COM | $701K |
BKNGBOOKING HOLDINGS INC COM | $694K |
CLSKCLEANSPARK INC COM NEW | $691K |
ORLYO REILLY AUTOMOTIVE INC | $686K |
PEPPEPSICO INC COM | $684K |
KDPKEURIG DR PEPPER INC COM | $683K |
TMOTHERMO FISHER SCIENTIFIC INC COM | $665K |
WBDDISCOVERY HLDG CO | $661K |
GDGENERAL DYNAMICS CORP COM | $651K |
INTCINTEL CORP COM | $640K |
PYPLPAYPAL HLDGS INC COM | $622K |
IQVIQVIA HLDGS INC COM | $608K |
BNBROOKFIELD CORP CL A LTD VT SH | $599K |
NULVNUVEEN ESG LARGE-CAP VALUE ETF | $596K |
LRCXLAM RESEARCH CORP | $594K |
YUMYUM! BRANDS INC | $587K |
DDOMINION RESOURCES INC | $585K |
THOTHOR INDS INC | $582K |
KRKROGER CO COM | $582K |
MUMICRON TECHNOLOGY | $581K |
HBANHUNTINGTON BANCSHARES INC COM | $572K |
RYROYAL BANK OF CANADA | $560K |
GPNGLOBAL PAYMENTS INC | $559K |
TTTRANE TECHNOLOGIES PLC SHS | $556K |
MDTMEDTRONIC PLC SHS | $544K |
ADBEADOBE SYS INC | $542K |
UPSUNITED PARCEL SERVICE INC | $538K |
KLACKLA-TENCOR CORP | $536K |
FEFIRSTENERGY CORP | $528K |
REGNREGENERON PHARMACEUTICALS INC | $524K |
RGAREINSURANCE GRP OF AMERICA INC COM NEW | $521K |
FFORD MOTOR COMPANY | $521K |
TMUST-MOBILE US INC COM | $521K |
SOSOUTHERN CO COM | $520K |
AFGAMERICAN FINL GROUP INC O | $518K |
SYKSTRYKER CORP | $517K |