
Legacy Financial Advisors, Inc.
CIK Number: 0001730810
Main Sectors:
Top Industries:
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% |