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)
| Stock | Value |
|---|---|
PLDPROLOGIS SHARE BENEFICIAL INT | $542K |
GILDGILEAD SCIENCES INC | $538K |
IYWISHARES DJ US TECHNOLOGY | $536K |
INGING GROEP NV ADR | $533K |
TTTRANE TECHNOLOGIES PLC SHS | $531K |
SPGSIMON PROPERTY GROUP INC | $526K |
PYPLPAYPAL HLDGS INC COM | $522K |
TMUST-MOBILE US INC COM | $519K |
VOOVANGUARD S&P 500 ETF | $513K |
MUFGMITSUBISHI UFJ FINL GROUP INC SPONSORED | $511K |
ANETARISTA NETWORKS INC COM SHS | $509K |
CLFCLEVELAND-CLIFFS INC NEW COM | $502K |
NGGNATIONAL GRID TRANSCO PLC | $491K |
ACNACCENTURE LTD BERMUDA CL A | $483K |
FBTCFIDELITY WISE ORIGIN BITCOIN FUND | $483K |
NSCNORFOLK SOUTHERN CRP | $479K |
SANBANCO SANTANDER CENT HISP | $469K |
CDNSCADENCE DESIGN SYSTEM INC COM | $467K |
MCOMOODYS CORP | $464K |
MDLZMONDELEZ INTL INC CL A | $457K |
ZBHZIMMER HLDGS INC | $452K |
UPSUNITED PARCEL SERVICE INC | $451K |
SNPSSYNOPSYS INC COM | $449K |
TRVTRAVELERS COMPANIES INC COM | $446K |
MASMASCO CORP COM | $440K |
APHAMPHENOL CORP CL A | $439K |
ESGUISHARES ESG AWARE MSCI USA ETF | $438K |
MARMARRIOTT INTL INC | $436K |
GPCGENUINE PARTS CO COM | $428K |
MRSHMARSH & MCLENNAN COS INC COM | $427K |
FBINFORTUNE BRANDS INNOVATIONS INC COM | $424K |
CITHE CIGNA GROUP COM | $422K |
BBVABANCO BILBAO VIZCAYAARGENTARIA SA ADS EACH REPR 1 ORD EUR0.49 | $419K |
BMOBANK OF MONTREAL | $417K |
ZMZOOM COMMUNICATIONS INC CL A | $417K |
AZOAUTOZONE INC NEV | $416K |
IWRISHARES TR RUSSELL MIDCAP INDEX FD | $414K |
SHWSHERWIN WILLIAMS CO COM | $413K |
LMTLOCKHEED MARTIN CORP | $409K |
TDTORONTO DOMINION BANK | $408K |
RHRH COM | $406K |
ESGVVANGUARD ESG U.S. STOCK ETF | $405K |
ABGCENCORA INC COM | $399K |
NEMNEWMONT CORP COM | $397K |
CCEPCOCA COLA ENTERPRISEINC | $397K |
NOCNORTHROP GRUMMAN CORP COM | $393K |
FDXFEDEX CORP | $393K |
IJHISHARES CORE S&P MID CAP ETF | $390K |
MMM3M CO COM | $388K |
BDCBELDEN CDT INC | $387K |
DOCUDOCUSIGN INC COM | $386K |
SCHDSCHWAB US DIVIDEND EQUITY ETF | $386K |
SEICSEI INVESTMENTS CO | $385K |
DFUSDIMENSIONAL U.S. EQUITY MARKET ETF | $384K |
ADMARCHER DANIELS MIDLAND CO COM | $383K |
RELXRELX PLC SPONSORED ADR | $382K |
NCLHNORWEGIAN CRUISE LINE HLDGS LTD SHS ISIN#BMG667211 | $378K |
BOTZGLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | $377K |
AIQGLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $377K |
CEGCONSTELLATION ENERGY CORP COM | $374K |
LULULULULEMON ATHLETICA INC | $365K |
NULGNUVEEN ESG LARGE-CAP GROWTH ETF | $365K |
AONAON CORP | $364K |
EXPDEXPEDITORS INTL WASH INC | $360K |
FEFIRSTENERGY CORP | $354K |
DHRDANAHER CORP | $353K |
PNFPPINNACLE FINL PARTNERS INC COM | $351K |
EDCONSOLIDATED EDISON INC COM | $349K |
AALAMERICAN AIRLS GROUP INC COM | $349K |
SLVISHARES SILVER TRUST ETF | $349K |
BCSBARCLAYS PLC ADR | $348K |
DYHTARGET CORP COM | $346K |
PEGPUBLIC SVC ENTERPRISE GRP INC COM | $343K |
KMIKINDER MORGAN INC | $342K |
STXSEAGATE TECHNOLOGY | $341K |
CRBGCOREBRIDGE FINL INC COM | $341K |
ECLECOLAB INC COM | $337K |
EMREMERSON ELEC CO COM | $334K |
WMWASTE MANAGEMENT INC | $333K |
HCAHCA INC | $333K |
FFBCFIRST FINL BANCORP OH COM | $332K |
AJGGALLAGHER ARTHUR J &CO | $331K |
DGXQUEST DIAGNOSTICS INC | $330K |
NTESNETEASE.COM INC SPONSORED ADR | $322K |
IWVISHARES RUSSELL 3000 ETF | $321K |
EQIXEQUINIX INC COM | $321K |
FQIDIGITAL REALTY TRUST INC | $320K |
DASHDOORDASH INC CL A | $320K |
AEPAMERICAN ELEC PWR CO INC COM | $316K |
CVSCVS HEALTH CORP COM | $314K |
CMICUMMINS INC COM | $312K |
ETRENTERGY CORP NEW COM | $310K |
VOVANGUARD MID CAP | $306K |
VRSNVERISIGN INC | $305K |
HLTHILTON WORLDWIDE HLDGS INC COM | $305K |
GSKGSK PLC SPONSORED ADR | $302K |
WMBWILLIAMS COS INC COM | $298K |
CAHCARDINAL HEALTH INC | $298K |
DEODIAGEO PLC | $298K |
DBDEUTSCHE BANK A G NAMEN AKT | $297K |