Legacy Financial Advisors, Inc.

CIK Number: 0001730810

597.96M
Market Value
344
# of Holdings
11 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 DGRW WisdomTree U.S....
85.22
+0.61% 784.77K -0.03% 63.51M 67.48 10.50%
2 ITOT iShares Core S&...
136.82
+0.77% 210.61K -2.58% 27.09M 76.06 4.48%
3 DIVI Franklin Intern...
35.71
-0.08% 673.43K +11.79% 20.21M 32.83 3.34%
4 AAPL Apple Inc.
213.34
+0.42% 80.18K +1.43% 20.08M 102.74 3.32%
5 XC WisdomTree Emer...
35.10
+1.10% 618.93K +1.30% 19.03M 28.16 3.15%
6 WTV WisdomTree U.S....
87.70
+0.53% 217.45K -0.05% 18.17M 75.15 3.00%
7 GQI Natixis ETF Tru...
53.56
+0.72% 324.27K +3.91% 17.63M 53.32 2.92%
8 QGRW Wisdomtree U.S....
52.97
+1.23% 357.41K -5.28% 17.61M 32.92 2.91%
9 MSFT Microsoft Corpo...
498.62
+1.53% 35.35K +5.37% 14.9M 238.73 2.46%
10 JMUB JPMorgan Munici...
49.52
-0.04% 293.82K +3.77% 14.74M 48.97 2.44%
11 NVDA NVIDIA Corporat...
159.21
+1.25% 102.14K -0.02% 13.72M 26.44 2.27%
12 PG The Procter & G...
160.83
-0.23% 79.85K +0.12% 13.39M 102.15 2.21%
13 PYLD PIMCO ETF Trust...
26.36
-0.21% 483.66K +100.00% 12.54M 25.92 2.07%
14 DGRO iShares Core Di...
65.22
+0.48% 193.78K -2.25% 11.89M 41.92 1.97%
15 JPM JPMorgan Chase ...
295.86
+1.32% 38.18K +0.14% 9.15M 116.75 1.51%
16 AMZN Amazon.com, Inc...
222.99
+1.40% 37.88K +1.84% 8.31M 148.31 1.37%
17 TSLA Tesla, Inc.
315.05
-0.19% 17.5K +7.25% 7.07M 252.46 1.17%
18 USMV iShares MSCI US...
94.16
+0.84% 75.21K -11.64% 6.68M 54.04 1.10%
19 META Meta Platforms,...
717.83
+0.60% 10.87K -1.06% 6.36M 239.57 1.05%
20 GOOGL Alphabet Inc.
179.23
+0.33% 27.71K +2.67% 5.25M 112.83 0.87%
21 VONG Vanguard Russel...
110.38
+1.27% 49.53K -3.65% 5.12M 55.14 0.85%
22 GOOG Alphabet Inc.
180.37
+0.34% 25.66K +3.18% 4.89M 113.24 0.81%
23 IEFA iShares Core MS...
83.55
+0.02% 68.19K -6.36% 4.79M 60.28 0.79%
24 V Visa Inc.
358.86
+1.31% 13.48K +2.18% 4.26M 225.72 0.70%
25 DWM WisdomTree Inte...
63.74
-0.07% 79.34K -16.3% 4.18M 50.18 0.69%
26 DNL WisdomTree Glob...
40.48
-0.02% 108.05K -17.07% 3.89M 39.23 0.64%
27 VTI Vanguard Total ...
308.03
+0.82% 13.17K -5.76% 3.82M 190.58 0.63%
28 NFLX Netflix, Inc.
1293.50
+0.67% 4.15K -2.37% 3.7M 377.32 0.61%
29 AVGO Broadcom Inc.
274.94
+1.87% 15.57K +3.08% 3.61M 63.14 0.60%
30 EMXC iShares MSCI Em...
64.36
+0.93% 60.01K -2.51% 3.33M 47.47 0.55%
31 FITB Fifth Third Ban...
43.40
+0.63% 77.08K -5.9% 3.26M 31.76 0.54%
32 IVV iShares Core S&...
628.62
+0.83% 5.53K -6.59% 3.26M 379.29 0.54%
33 ORCL Oracle Corporat...
237.08
+3.09% 18.96K -2.54% 3.16M 87.88 0.52%
34 HD The Home Depot,...
371.68
-0.05% 7.76K +0.62% 3.02M 308.18 0.50%
35 PNC The PNC Financi...
196.57
+0.44% 15.65K +2.92% 3.02M 146.22 0.50%
36 XOM Exxon Mobil Cor...
112.20
+1.04% 27.69K -8.05% 2.98M 84.52 0.49%
37 BRK-B Berkshire Hatha...
485.00
+0.94% 6.53K +3.81% 2.96M 299.03 0.49%
38 HYMB SPDR Nuveen Blo...
24.65
-0.12% 111.26K -4.46% 2.85M 25.3 0.47%
39 UNH UnitedHealth Gr...
308.89
+0.43% 5.6K +1.78% 2.83M 409.52 0.47%
40 MUNI PIMCO Intermedi...
51.27
+0.02% 52.83K -11.3% 2.73M 52.8 0.45%
41 VEA Vanguard Develo...
57.23
+0.12% 57.1K +31.09% 2.73M 40.46 0.45%
42 WMT Walmart Inc.
98.36
+0.77% 26.26K +4.75% 2.37M 50.8 0.39%
43 JNJ Johnson & Johns...
156.01
+0.29% 15.94K -11.38% 2.31M 159.85 0.38%
44 KO The Coca-Cola C...
71.35
+0.62% 37.01K +0.32% 2.3M 53.44 0.38%
45 LLY Eli Lilly and C...
780.10
+0.11% 2.95K -2.06% 2.28M 318.73 0.38%
46 CSCO Cisco Systems, ...
69.25
+0.96% 37.84K +2.15% 2.24M 48.32 0.37%
47 CRM Salesforce, Inc...
272.15
+1.09% 6.55K +2.95% 2.19M 225.94 0.36%
48 MA Mastercard Inco...
569.24
+1.37% 3.92K -3.3% 2.07M 360.23 0.34%
49 SNA Snap-on Incorpo...
321.63
+0.48% 5.89K -10.29% 2M 173.49 0.33%
50 CVX Chevron Corpora...
148.37
+0.27% 13.44K +11.05% 1.95M 123.42 0.32%
51 BA The Boeing Comp...
215.80
+1.78% 10.97K +29.71% 1.94M 190.18 0.32%
52 SPHQ Invesco S&P 500...
72.11
+0.53% 26.7K +18.47% 1.79M 64.37 0.30%
53 FBND Fidelity Total ...
45.63
-0.15% 39.08K -25.19% 1.75M 46.04 0.29%
54 TXN Texas Instrumen...
215.92
+0.15% 9.3K -2.92% 1.74M 165.34 0.29%
55 BAC Bank of America...
48.93
+0.45% 39.28K +4.70% 1.73M 33.01 0.29%
56 TFC Truist Financia...
45.54
+1.13% 39.74K -53.72% 1.72M 40.61 0.28%
57 TSM Taiwan Semicond...
235.18
+0.68% 8.71K -1.74% 1.72M 85.85 0.28%
58 AMGN Amgen Inc.
298.52
+0.56% 6.6K +16.78% 1.72M 254.26 0.28%
59 CMCSA Comcast Corpora...
35.99
+0.45% 44.76K -1.46% 1.68M 39.37 0.28%
60 ABBV AbbVie Inc.
189.28
-0.77% 9.41K +2.98% 1.67M 139.62 0.28%
61 JPST JPMorgan Ultra-...
50.49
+0.01% 32.99K +100.00% 1.66M 50.37 0.27%
62 SPY SPDR S&P 500 ET...
625.05
+0.74% 2.82K +24.02% 1.65M 527.44 0.27%
63 IBM International B...
291.97
+1.50% 7.45K +7.35% 1.64M 146.78 0.27%
64 UNP Union Pacific C...
236.38
-0.33% 7.12K -6.58% 1.62M 214.71 0.27%
65 COST Costco Wholesal...
985.50
+0.32% 1.72K -2.11% 1.57M 493.87 0.26%
66 USB U.S. Bancorp
47.93
+0.93% 32.1K +0.30% 1.54M 50.09 0.25%
67 CME CME Group Inc.
273.49
-0.84% 6.6K +25.41% 1.53M 213.07 0.25%
68 VZ Verizon Communi...
43.55
-0.09% 38.05K -3.9% 1.52M 49.4 0.25%
69 DIS The Walt Disney...
124.00
+0.83% 13.04K +7.78% 1.45M 108.25 0.24%
70 VTEB Vanguard Tax-Ex...
48.93
-0.08% 28.83K -19.68% 1.45M 51.05 0.24%
71 MCD McDonald's Corp...
294.08
-0.19% 4.98K +10.37% 1.44M 245.99 0.24%
72 ACN Accenture plc
304.78
+0.82% 3.98K +3.21% 1.4M 297.46 0.23%
73 UPS United Parcel S...
104.13
-1.34% 11.05K +24.63% 1.39M 155.08 0.23%
74 PLTR Palantir Techno...
133.98
+1.41% 18.19K +8.84% 1.38M 29.98 0.23%
75 CTAS Cintas Corporat...
219.36
+1.72% 7.34K -9.95% 1.34M 84.43 0.22%
76 NVS Novartis AG
121.90
-1.54% 13.72K +23.77% 1.34M 92.63 0.22%
77 MSI Motorola Soluti...
424.84
+0.61% 2.74K -0.4% 1.27M 170.97 0.21%
78 PGR The Progressive...
261.66
+1.50% 5.24K +10.46% 1.26M 120.88 0.21%
79 ETR Entergy Corpora...
81.92
+0.74% 16.08K +59.99% 1.22M 50.96 0.20%
80 PEP PepsiCo, Inc.
135.50
-0.72% 7.99K -15.3% 1.21M 154.91 0.20%
81 ISRG Intuitive Surgi...
544.47
+0.72% 2.33K +11.35% 1.21M 332.09 0.20%
82 RWJ Invesco S&P Sma...
45.36
+0.20% 26.18K +1.32% 1.2M 39.91 0.20%
83 MMM 3M Company
152.94
-0.67% 9.26K +2.13% 1.2M 94.9 0.20%
84 SHOP Shopify Inc.
116.51
+1.52% 11.2K +7.17% 1.19M 57.09 0.20%
85 MRK Merck & Co., In...
80.96
-1.74% 11.96K -35.71% 1.19M 89.25 0.20%
86 DFIV Dimensional Int...
43.26
+0.13% 33.25K +16.56% 1.18M 36.18 0.20%
87 NVO Novo Nordisk A/...
69.17
-0.93% 13.64K +0.59% 1.17M 69.09 0.19%
88 GD General Dynamic...
294.76
+0.29% 4.43K -8.44% 1.17M 206.7 0.19%
89 CFR Cullen/Frost Ba...
136.19
+1.28% 8.57K -3.75% 1.15M 110.59 0.19%
90 GE General Electri...
246.88
+0.87% 6.8K +11.27% 1.14M 86.08 0.19%
91 WFC Wells Fargo & C...
83.60
+1.51% 16.1K +26.75% 1.13M 50.66 0.19%
92 ADP Automatic Data ...
310.02
+1.63% 3.8K +2.07% 1.11M 194.17 0.18%
93 TMO Thermo Fisher S...
429.33
+0.37% 2.13K -1.89% 1.11M 516.93 0.18%
94 HLMN Hillman Solutio...
7.70
+1.31% 112.5K 0.00% 1.1M 9.18 0.18%
95 NKE NIKE, Inc.
76.39
0.00% 14.28K +101.42% 1.08M 91.1 0.18%
96 ADSK Autodesk, Inc.
316.01
+1.83% 3.65K -0.05% 1.08M 242.32 0.18%
97 ABT Abbott Laborato...
134.44
+0.25% 9.54K +27.50% 1.08M 110.7 0.18%
98 PFE Pfizer Inc.
25.39
+0.30% 40.44K -22.53% 1.07M 33.26 0.18%
99 SBUX Starbucks Corpo...
94.43
+0.27% 11.69K +1.48% 1.07M 88.77 0.18%
100 PM Philip Morris I...
178.88
+1.69% 8.83K +18.44% 1.06M 95.52 0.18%
101 MDT Medtronic plc
88.39
+0.12% 13.28K +2.55% 1.06M 95 0.18%
102 TJX The TJX Compani...
125.86
+0.44% 8.78K +7.91% 1.06M 73.12 0.18%
103 NOW ServiceNow, Inc...
1044.69
+3.46% 980 +12.13% 1.04M 615.59 0.17%
104 VRTX Vertex Pharmace...
459.62
+0.57% 2.55K +4.25% 1.03M 324.35 0.17%
105 TM Toyota Motor Co...
174.89
+1.67% 5.16K +20.63% 1M 176.83 0.17%
106 IDHQ Invesco S&P Int...
32.91
-0.15% 35.33K +2.98% 1M 30.53 0.17%
107 QCOM QUALCOMM Incorp...
162.10
-0.14% 6.27K +11.22% 963.89K 149.53 0.16%
108 SONY Sony Group Corp...
25.58
-0.49% 44.45K +622.04% 940.55K 18.26 0.16%
109 UL Unilever PLC
61.37
-0.02% 16.18K +1.99% 917.53K 48.79 0.15%
110 RTX RTX Corporation
145.79
+0.88% 7.92K +2.86% 916.55K 86.69 0.15%
111 AXP American Expres...
328.13
+0.77% 3.08K +11.54% 915.22K 174.62 0.15%
112 GS The Goldman Sac...
723.68
+1.09% 1.59K +9.12% 910.89K 386.8 0.15%
113 MGK Vanguard Mega C...
369.06
+1.07% 2.64K -0.23% 907.29K 174.83 0.15%
114 LOW Lowe's Companie...
228.31
+0.60% 3.63K +10.46% 896.34K 205.59 0.15%
115 DISV Dimensional Int...
33.17
+0.30% 33.58K -3.9% 892.27K 27.12 0.15%
116 PID Invesco Interna...
20.85
+0.24% 46.71K +10.15% 855.3K 18.45 0.14%
117 HSBC HSBC Holdings p...
60.67
+0.03% 17.28K +3.22% 854.47K 35.37 0.14%
118 HON Honeywell Inter...
240.55
+0.54% 3.73K +9.26% 842.51K 197.05 0.14%
119 LMT Lockheed Martin...
462.52
-0.01% 1.72K -37.83% 836.6K 402.9 0.14%
120 ETN Eaton Corporati...
362.22
+1.13% 2.51K +11.44% 834.06K 188.44 0.14%
121 RGA Reinsurance Gro...
197.79
+0.87% 3.88K +100.00% 828.26K 213.63 0.14%
122 SHEL Shell plc
71.92
-0.5% 13.13K -4.09% 822.8K 57.48 0.14%
123 ASML ASML Holding N....
794.45
-0.64% 1.19K +17.44% 821K 611.02 0.14%
124 ADI Analog Devices,...
246.00
+0.35% 3.83K +6.78% 812.87K 172.21 0.13%
125 INTU Intuit Inc.
789.98
+2.10% 1.29K +7.22% 812.02K 510.81 0.13%
126 RHI Robert Half Int...
42.85
-0.42% 11.47K +3.09% 808.53K 79.68 0.13%
127 NEE NextEra Energy,...
73.88
+1.18% 11.19K +4.25% 802.22K 72.24 0.13%
128 MS Morgan Stanley
144.14
+0.90% 6.36K +6.34% 799.28K 84 0.13%
129 TROW T. Rowe Price G...
100.15
+0.19% 7K -4.77% 791.86K 112.31 0.13%
130 BKH Black Hills Cor...
56.91
+0.76% 13.38K -0.14% 782.71K 56.16 0.13%
131 CAT Caterpillar Inc...
397.86
-0.14% 2.15K +6.00% 781.77K 266.3 0.13%
132 COP ConocoPhillips
93.68
-0.8% 7.83K +12.31% 776.08K 91.8 0.13%
133 LIN Linde plc
475.58
-0.33% 1.85K +0.11% 775.88K 374.08 0.13%
134 O Realty Income C...
57.68
-0.12% 14.36K +12.25% 766.82K 53.44 0.13%
135 DOV Dover Corporati...
188.63
+0.26% 4.08K +6.12% 764.85K 120.92 0.13%
136 MNST Monster Beverag...
62.99
-0.08% 14.54K +1.84% 764.41K 50.69 0.13%
137 ALL The Allstate Co...
198.00
+1.70% 3.92K -1.21% 756.43K 112.25 0.13%
138 HES Hess Corporatio...
144.03
+0.36% 5.66K +0.59% 752.67K 49.17 0.12%
139 XMHQ Invesco S&P Mid...
100.94
+0.94% 7.57K -9.41% 745.05K 96.05 0.12%
140 PSX Phillips 66
127.29
+0.66% 6.47K -6.36% 736.81K 95.41 0.12%
141 INTC Intel Corporati...
22.46
+2.65% 36.59K +0.04% 733.74K 36.37 0.12%
142 CB Chubb Limited
283.80
+1.33% 2.62K -1.36% 723.34K 193.02 0.12%
143 BLK BlackRock, Inc.
1082.15
+1.08% 706 +7.29% 723.33K 954.13 0.12%
144 SAP Sap Se
303.72
+1.86% 2.92K +35.68% 719.92K 175.36 0.12%
145 KE Kimball Electro...
20.28
+1.10% 38.05K +20.79% 712.7K 21.88 0.12%
146 BMY Bristol-Myers S...
46.92
-1.49% 12.57K +24.97% 710.85K 55.48 0.12%
147 AAL American Airlin...
11.68
+0.39% 40.59K +1.17% 707.5K 13.78 0.12%
148 DE Deere & Company
520.97
+0.13% 1.64K +14.46% 694.29K 356.71 0.11%
149 T AT&T Inc.
28.30
-0.04% 30.03K +31.37% 683.83K 19.13 0.11%
150 AMAT Applied Materia...
190.83
+0.43% 4.2K +4.76% 683.02K 129.68 0.11%