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)

StockValue
MUMICRON TECHNOLOGY
$992K
ABNBAIRBNB INC COM CL A
$982K
DWDMORGAN STANLEY
$981K
AXPAMERICAN EXPRESS CO COM
$980K
ENBENBRIDGE INC COM
$976K
AMATAPPLIED MATLS INC COM
$973K
SAPSAP AKTIENGESELLSCHAFT ADR
$968K
TFCTRUIST FINL CORP COM
$958K
BACVERIZON COMMUNICATIONS
$953K
DALDELTA AIR LINES INC DEL CMN
$952K
NOWSERVICE NOW INC
$945K
ISRGINTUITIVE SURGICAL, INC.
$935K
ADIANALOG DEVICES INC COM
$931K
SBUXSTARBUCKS CORP
$923K
AMGNAMGEN INC
$919K
NVONOVO-NORDISK A/S ADR ADR CMN
$918K
XELXCEL ENERGY INC COM
$914K
LOWLOWES COS INC COM
$908K
CLSKCLEANSPARK INC COM NEW
$907K
ALSALLSTATE CORP
$907K
AIGAMERICAN INTL GROUP INC COM NEW
$905K
IQVIQVIA HLDGS INC COM
$904K
DUKDUKE ENERGY CORP NEW COM NEW
$903K
BMYBRISTOL-MYERS SQUIBB CO COM
$900K
KDPKEURIG DR PEPPER INC COM
$900K
FISVFISERV INC
$895K
LRCXLAM RESEARCH CORP
$893K
TMOTHERMO FISHER SCIENTIFIC INC COM
$886K
ULUNILEVER PLC SPON ADR NEW
$882K
STTSTATE STR CORP COM
$881K
SSENTINELONE INC CL A
$880K
CMECHICAGO MERCANTILE HLDGS INC
$874K
CBCHUBB LIMITED COM
$869K
PIDINVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF
$869K
TELTE CONNECTIVITY LTD
$862K
GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
$861K
UBERUBER TECHNOLOGIES INC COM
$859K
BMTABRITISH AMERICAN TOBACCO
$851K
NEENEXTERA ENERGY INC COM
$845K
BKBANK NEW YORK MELLON CORP COM
$844K
EOGEOG RESOURCES INC
$832K
EFXEQUIFAX INC COM
$832K
ORLYO REILLY AUTOMOTIVE INC
$828K
BLKBLACKROCK INC
$819K
BABAALIBABA GROUP HLDG LTD SPONSORED ADS
$814K
PGRPROGRESSIVE CORP COM
$813K
PFEPFIZER INC COM
$813K
CBRECBRE GROUP INC A
$811K
NDAQNASDAQ STK MKT INC
$811K
RIORIO TINTO PLC SPON ADR
$809K
ALLYALLY FINL INC COM
$808K
ELVELEVANCE HEALTH INC FORMERLY A COM
$800K
GDGENERAL DYNAMICS CORP COM
$797K
BPBP PLC SPONSORED ADR
$793K
IUSGISHARES CORE S&P U.S. GROWTH ETF
$782K
DFATDIMENSIONAL U.S. TARGETED VALUE ETF
$770K
FCNCAFIRST CTZNS BANCSHARES INC DEL CL A
$763K
DOVDOVER CORP COM
$754K
PHPARKER-HANNIFIN CORP COM
$751K
MDTMEDTRONIC PLC SHS
$741K
RCLROYAL CARRIBBEAN CRUISES LTD
$728K
BKNGBOOKING HOLDINGS INC COM
$723K
RYROYAL BANK OF CANADA
$714K
RGAREINSURANCE GRP OF AMERICA INC COM NEW
$711K
WELLHEALTH CARE REIT INC
$710K
DOWDOW INC COM
$705K
INTCINTEL CORP COM
$705K
CTVACORTEVA INC COM
$697K
REGNREGENERON PHARMACEUTICALS INC
$686K
MOALTRIA GROUP INC COM
$682K
HONHONEYWELL INTL INC
$680K
TRGPTARGA RES CORP COM
$666K
AEMAGNICO EAGLE MINES LTD COM
$657K
ADBEADOBE SYS INC
$652K
SPGIS&P GLOBAL INC COM
$651K
KLACKLA-TENCOR CORP
$649K
CGCARLYLE GROUP INC COM
$649K
PANWPALO ALTO NETWORKS INC COM
$646K
APDAIR PRODS & CHEMS INC COM
$643K
DDOMINION RESOURCES INC
$635K
GPNGLOBAL PAYMENTS INC
$634K
NULVNUVEEN ESG LARGE-CAP VALUE ETF
$623K
APAAPA CORPORATION COM
$605K
BHPBHP GROUP LTD SPONSORED ADS
$601K
BNBROOKFIELD CORP CL A LTD VT SH
$597K
YUMYUM! BRANDS INC
$596K
HBANHUNTINGTON BANCSHARES INC COM
$591K
THOTHOR INDS INC
$584K
FDO.FMACYS INC COM
$582K
FFORD MOTOR COMPANY
$564K
TTENTOTAL SA ADR
$562K
BSXBOSTON SCIENTIFIC CORP
$557K
MCKMCKESSON CORP
$556K
MTBM & T BK CORP COM
$556K
CHTRCHARTER COMMUNICATIONS INC NEW CL A
$555K
UBSUBS AG NEW F
$550K
SYKSTRYKER CORP
$547K
KRKROGER CO COM
$546K
SOSOUTHERN CO COM
$545K
DELLDELL TECHNOLOGIES INC CL C
$544K
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