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 |
|---|---|
MTBM & T BK CORP COM | $514K |
PANWPALO ALTO NETWORKS INC COM | $512K |
MCKMCKESSON CORP | $506K |
SNPSSYNOPSYS INC COM | $497K |
GILDGILEAD SCIENCES INC | $490K |
MCOMOODYS CORP | $490K |
CITHE CIGNA GROUP COM | $489K |
CGCARLYLE GROUP INC COM | $484K |
IYWISHARES DJ US TECHNOLOGY | $474K |
MOALTRIA GROUP INC COM | $471K |
DFATDIMENSIONAL U.S. TARGETED VALUE ETF | $461K |
CCEPCOCA COLA ENTERPRISEINC | $459K |
NSCNORFOLK SOUTHERN CRP | $453K |
MARMARRIOTT INTL INC | $452K |
MRSHMARSH & MCLENNAN COS INC COM | $444K |
ESGUISHARES ESG AWARE MSCI USA ETF | $440K |
VOOVANGUARD S&P 500 ETF | $439K |
MDLZMONDELEZ INTL INC CL A | $435K |
IWRISHARES TR RUSSELL MIDCAP INDEX FD | $433K |
XELXCEL ENERGY INC COM | $431K |
UBSUBS AG NEW F | $430K |
SHWSHERWIN WILLIAMS CO COM | $429K |
AEMAGNICO EAGLE MINES LTD COM | $429K |
APAAPA CORPORATION COM | $420K |
CDNSCADENCE DESIGN SYSTEM INC COM | $414K |
SEICSEI INVESTMENTS CO | $413K |
ESGVVANGUARD ESG U.S. STOCK ETF | $407K |
DHRDANAHER CORP | $403K |
DOCUDOCUSIGN INC COM | $398K |
ABGCENCORA INC COM | $397K |
DYHTARGET CORP COM | $387K |
CMGCHIPOTLE MEXICAN GRILL INC | $386K |
AJGGALLAGHER ARTHUR J &CO | $386K |
WMWASTE MANAGEMENT INC | $381K |
MMM3M CO COM | $381K |
CCOCAMECO CORP F | $381K |
FDSFACTSET RESH SYS INC COM | $380K |
RHRH COM | $378K |
SCHDSCHWAB US DIVIDEND EQUITY ETF | $378K |
DELLDELL TECHNOLOGIES INC CL C | $378K |
FBINFORTUNE BRANDS INNOVATIONS INC COM | $376K |
FDO.FMACYS INC COM | $374K |
IJHISHARES CORE S&P MID CAP ETF | $373K |
LMTLOCKHEED MARTIN CORP | $373K |
BDCBELDEN CDT INC | $373K |
MASMASCO CORP COM | $364K |
PEGPUBLIC SVC ENTERPRISE GRP INC COM | $356K |
ETRENTERGY CORP NEW COM | $356K |
NULGNUVEEN ESG LARGE-CAP GROWTH ETF | $353K |
GPCGENUINE PARTS CO COM | $349K |
EXPDEXPEDITORS INTL WASH INC | $348K |
CEGCONSTELLATION ENERGY CORP COM | $342K |
WHRWHIRLPOOL CORP COM | $341K |
EMREMERSON ELEC CO COM | $337K |
AALAMERICAN AIRLS GROUP INC COM | $337K |
NOCNORTHROP GRUMMAN CORP COM | $335K |
CRBGCOREBRIDGE FINL INC COM | $332K |
TRVTRAVELERS COMPANIES INC COM | $327K |
ZBHZIMMER HLDGS INC | $326K |
AONAON CORP | $325K |
ECLECOLAB INC COM | $324K |
DGXQUEST DIAGNOSTICS INC | $323K |
CAHCARDINAL HEALTH INC | $319K |
HLTHILTON WORLDWIDE HLDGS INC COM | $318K |
FFBCFIRST FINL BANCORP OH COM | $317K |
SABRSABRE CORP COM | $316K |
CLFCLEVELAND-CLIFFS INC NEW COM | $312K |
NCLHNORWEGIAN CRUISE LINE HLDGS LTD SHS ISIN#BMG667211 | $311K |
ZMZOOM COMMUNICATIONS INC CL A | $311K |
T7DTRANSDIGM GROUP INC COM DELAWARE | $308K |
CVSCVS HEALTH CORP COM | $304K |
ADMARCHER DANIELS MIDLAND CO COM | $303K |
CNRCANADIAN NATL RY CO COM | $300K |
WMBWILLIAMS COS INC COM | $298K |
IWVISHARES RUSSELL 3000 ETF | $297K |
NXPINXP SEMICONDUCTORS NV COM | $295K |
MGAMAGNA INTL INC CL A | $293K |
FBTCFIDELITY WISE ORIGIN BITCOIN FUND | $291K |
TDTORONTO DOMINION BANK | $290K |
BAXBAXTER INTL INC COM | $289K |
CRWDCROWDSTRIKE HLDGS INC CL A | $287K |
ANETARISTA NETWORKS INC COM SHS | $286K |
VOEVANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETF | $280K |
NUHYNUVEEN ESG HIGH YIELD CORPORATE BOND ETF | $277K |
APHAMPHENOL CORP CL A | $277K |
IJRISHARES S&P SMALLCAP 600 ETF | $276K |
AZOAUTOZONE INC NEV | $274K |
LBRDKLIBERTY BROADBAND CORP COM SER C | $273K |
INEQCOLUMBIA INTERNATIONAL EQUITY INCOME ETF | $272K |
SLVISHARES SILVER TRUST ETF | $270K |
CSXCSX CORP | $268K |
STZCONSTELLATION BRANDS INC CL A | $265K |
PNFPPINNACLE FINL PARTNERS INC COM | $258K |
A4SAMERIPRISE FINL INC COM | $257K |
MCHPMICROCHIP TECHNOLOGY INC | $257K |
EQTEQT CORP COM | $257K |
HWMHOWMET AEROSPACE INC COM | $255K |
WDAYWORKDAY INC COM | $254K |
XYZBLOCK INC CL A | $254K |
AEEAMEREN CORP | $251K |