Legacy Financial Advisors, Inc.
CIK Number: 0001730810
Main Sectors:
Top Industries:
Filing Date: May 14, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | DGRW | WisdomTree U.S.... | 86.94 | -0.14% | 803.66K | +2.41% | 64.18M | 67.77 | 10.73% | Share |
| 2 | DIVI | Franklin Intern... | 37.11 | +0.38% | 859.87K | +27.68% | 28.02M | 32.78 | 4.69% | Share |
| 3 | ITOT | iShares Core S&... | 139.41 | -0.25% | 203.68K | -3.29% | 24.85M | 76.06 | 4.16% | Share |
| 4 | XC | WisdomTree Emer... | 34.44 | +0.44% | 640.75K | +3.53% | 19.04M | 28.21 | 3.18% | Share |
| 5 | AAPL | Apple Inc. | 226.01 | -1.97% | 82.54K | +2.94% | 18.34M | 106.15 | 3.07% | Share |
| 6 | WTV | WisdomTree U.S.... | 89.11 | -0.12% | 217.3K | -0.07% | 17.86M | 75.15 | 2.99% | Share |
| 7 | GQI | Natixis ETF Tru... | 54.37 | -0.18% | 329.52K | +1.62% | 16.91M | 53.28 | 2.83% | Share |
| 8 | QGRW | Wisdomtree U.S.... | 53.86 | -0.63% | 355.7K | -0.48% | 15.62M | 32.92 | 2.61% | Share |
| 9 | JMUB | JPMorgan Munici... | 49.44 | -0.05% | 304.87K | +3.76% | 15.24M | 49.01 | 2.55% | Share |
| 10 | PYLD | PIMCO ETF Trust... | 26.54 | +0.04% | 552.16K | +14.16% | 14.55M | 25.97 | 2.43% | Share |
| 11 | PG | The Procter & G... | 159.53 | +0.71% | 79.98K | +0.16% | 13.63M | 102.26 | 2.28% | Share |
| 12 | MSFT | Microsoft Corpo... | 505.72 | -0.79% | 34.24K | -3.16% | 12.85M | 238.73 | 2.15% | Share |
| 13 | DGRO | iShares Core Di... | 66.34 | +0.08% | 187.09K | -3.45% | 11.56M | 41.92 | 1.93% | Share |
| 14 | NVDA | NVIDIA Corporat... | 175.40 | -0.14% | 101.84K | -0.29% | 11.04M | 26.44 | 1.85% | Share |
| 15 | JPM | JPMorgan Chase ... | 292.15 | +0.51% | 37.96K | -0.59% | 9.31M | 116.75 | 1.56% | Share |
| 16 | AMZN | Amazon.com, Inc... | 223.81 | -1.84% | 38.96K | +2.86% | 7.41M | 149.48 | 1.24% | Share |
| 17 | META | Meta Platforms,... | 747.72 | -0.5% | 11.28K | +3.79% | 6.5M | 251.87 | 1.09% | Share |
| 18 | IEFA | iShares Core MS... | 86.29 | +0.28% | 64.94K | -4.77% | 4.91M | 60.28 | 0.82% | Share |
| 19 | V | Visa Inc. | 343.96 | +0.44% | 13.59K | +0.81% | 4.76M | 226.73 | 0.80% | Share |
| 20 | GOOGL | Alphabet Inc. | 199.32 | -1.12% | 27.44K | -0.96% | 4.24M | 112.83 | 0.71% | Share |
| 21 | VONG | Vanguard Russel... | 113.25 | -0.69% | 45.35K | -8.44% | 4.21M | 55.14 | 0.70% | Share |
| 22 | VTI | Vanguard Total ... | 313.82 | -0.27% | 15.3K | +16.17% | 4.2M | 202.31 | 0.70% | Share |
| 23 | TSLA | Tesla, Inc. | 323.90 | -1.64% | 15.78K | -9.82% | 4.09M | 252.46 | 0.68% | Share |
| 24 | GOOG | Alphabet Inc. | 200.19 | -1.14% | 25.12K | -2.12% | 3.92M | 113.24 | 0.66% | Share |
| 25 | NFLX | Netflix, Inc. | 1213.86 | -0.02% | 4.17K | +0.36% | 3.89M | 379.32 | 0.65% | Share |
| 26 | BRK-B | Berkshire Hatha... | 488.69 | +0.70% | 6.78K | +3.80% | 3.61M | 307.57 | 0.60% | Share |
| 27 | XOM | Exxon Mobil Cor... | 108.54 | +1.04% | 29.11K | +5.12% | 3.46M | 86.2 | 0.58% | Share |
| 28 | EMXC | iShares MSCI Em... | 63.84 | -0.47% | 59K | -1.69% | 3.25M | 47.47 | 0.54% | Share |
| 29 | USMV | iShares MSCI US... | 94.54 | +0.47% | 33.64K | -55.27% | 3.15M | 54.04 | 0.53% | Share |
| 30 | IVV | iShares Core S&... | 641.22 | -0.27% | 5.54K | +0.14% | 3.11M | 379.56 | 0.52% | Share |
| 31 | JNJ | Johnson & Johns... | 178.84 | +0.59% | 18.29K | +14.74% | 3.03M | 160.62 | 0.51% | Share |
| 32 | VEA | Vanguard Develo... | 58.88 | +0.25% | 59.25K | +3.75% | 3.01M | 40.83 | 0.50% | Share |
| 33 | UNH | UnitedHealth Gr... | 299.74 | -1.48% | 5.68K | +1.41% | 2.97M | 411.11 | 0.50% | Share |
| 34 | PNC | The PNC Financi... | 194.97 | +1.03% | 16.12K | +3.04% | 2.83M | 147.09 | 0.47% | Share |
| 35 | HD | The Home Depot,... | 401.81 | -1.32% | 7.72K | -0.55% | 2.83M | 308.18 | 0.47% | Share |
| 36 | FITB | Fifth Third Ban... | 43.10 | +0.70% | 71.07K | -7.8% | 2.79M | 31.76 | 0.47% | Share |
| 37 | HYMB | SPDR Nuveen Blo... | 24.16 | -0.06% | 106.92K | -3.9% | 2.7M | 25.3 | 0.45% | Share |
| 38 | ORCL | Oracle Corporat... | 235.03 | +0.17% | 19.18K | +1.16% | 2.68M | 88.47 | 0.45% | Share |
| 39 | MUNI | PIMCO Intermedi... | 51.32 | +0.01% | 49.99K | -5.37% | 2.58M | 52.8 | 0.43% | Share |
| 40 | LLY | Eli Lilly and C... | 705.14 | +0.27% | 3.04K | +2.74% | 2.51M | 332.27 | 0.42% | Share |
| 41 | AVGO | Broadcom Inc. | 291.17 | -1.27% | 14.89K | -4.35% | 2.49M | 63.14 | 0.42% | Share |
| 42 | CSCO | Cisco Systems, ... | 67.11 | +0.52% | 38.27K | +1.13% | 2.36M | 48.47 | 0.40% | Share |
| 43 | CVX | Chevron Corpora... | 153.20 | +0.79% | 14.08K | +4.81% | 2.36M | 125.43 | 0.39% | Share |
| 44 | WMT | Walmart Inc. | 102.58 | +1.27% | 24.78K | -5.64% | 2.18M | 50.8 | 0.36% | Share |
| 45 | JPST | JPMorgan Ultra-... | 50.66 | +0.01% | 41.09K | +24.55% | 2.08M | 50.42 | 0.35% | Share |
| 46 | MA | Mastercard Inco... | 592.72 | +1.23% | 3.78K | -3.67% | 2.07M | 360.22 | 0.35% | Share |
| 47 | ABBV | AbbVie Inc. | 209.11 | +1.42% | 9.88K | +5.00% | 2.07M | 142.95 | 0.35% | Share |
| 48 | AMGN | Amgen Inc. | 296.45 | +0.30% | 6.59K | -0.05% | 2.05M | 254.26 | 0.34% | Share |
| 49 | IBM | International B... | 242.40 | +0.46% | 7.99K | +7.29% | 1.99M | 153.7 | 0.33% | Share |
| 50 | SNA | Snap-on Incorpo... | 323.11 | -0.51% | 5.86K | -0.63% | 1.97M | 173.49 | 0.33% | Share |
| 51 | KO | The Coca-Cola C... | 70.69 | +0.80% | 27.18K | -26.58% | 1.95M | 53.44 | 0.33% | Share |
| 52 | SPHQ | Invesco S&P 500... | 72.39 | +0.04% | 29.22K | +9.44% | 1.94M | 64.54 | 0.32% | Share |
| 53 | TXN | Texas Instrumen... | 200.77 | +2.47% | 10.28K | +10.50% | 1.85M | 166.71 | 0.31% | Share |
| 54 | UNP | Union Pacific C... | 225.75 | +0.88% | 7.64K | +7.40% | 1.81M | 216.19 | 0.30% | Share |
| 55 | VZ | Verizon Communi... | 45.05 | +0.24% | 39.22K | +3.06% | 1.78M | 49.28 | 0.30% | Share |
| 56 | PLTR | Palantir Techno... | 156.01 | -1.1% | 20.91K | +14.93% | 1.76M | 37.05 | 0.30% | Share |
| 57 | CRM | Salesforce, Inc... | 246.58 | +0.24% | 6.46K | -1.43% | 1.73M | 225.94 | 0.29% | Share |
| 58 | CME | CME Group Inc. | 274.61 | +1.15% | 6.48K | -1.88% | 1.72M | 213.07 | 0.29% | Share |
| 59 | FBND | Fidelity Total ... | 45.85 | +0.08% | 37.51K | -4.01% | 1.71M | 46.04 | 0.29% | Share |
| 60 | MCD | McDonald's Corp... | 313.00 | +0.67% | 5.43K | +9.10% | 1.7M | 251.52 | 0.28% | Share |
| 61 | CMCSA | Comcast Corpora... | 33.29 | -1.77% | 45.46K | +1.57% | 1.68M | 39.33 | 0.28% | Share |
| 62 | BA | The Boeing Comp... | 225.44 | +0.20% | 9.82K | -10.5% | 1.67M | 190.18 | 0.28% | Share |
| 63 | COST | Costco Wholesal... | 994.57 | +1.40% | 1.73K | +0.93% | 1.64M | 498.04 | 0.27% | Share |
| 64 | BAC | Bank of America... | 48.37 | +0.60% | 38.93K | -0.9% | 1.62M | 33.01 | 0.27% | Share |
| 65 | DFIV | Dimensional Int... | 45.62 | +0.50% | 40.79K | +22.66% | 1.61M | 36.77 | 0.27% | Share |
| 66 | SPY | SPDR S&P 500 ET... | 638.12 | -0.26% | 2.83K | +0.35% | 1.58M | 527.56 | 0.26% | Share |
| 67 | TFC | Truist Financia... | 44.40 | +0.50% | 36.77K | -7.47% | 1.51M | 40.61 | 0.25% | Share |
| 68 | NVS | Novartis AG | 127.23 | +1.82% | 13.51K | -1.55% | 1.51M | 92.63 | 0.25% | Share |
| 69 | VRTX | Vertex Pharmace... | 394.36 | +0.92% | 3.09K | +20.92% | 1.5M | 352.12 | 0.25% | Share |
| 70 | CTAS | Cintas Corporat... | 216.71 | +0.13% | 7.18K | -2.06% | 1.48M | 84.43 | 0.25% | Share |
| 71 | PM | Philip Morris I... | 172.82 | +2.40% | 9.29K | +5.22% | 1.48M | 98.66 | 0.25% | Share |
| 72 | PGR | The Progressive... | 252.62 | +0.79% | 5.07K | -3.24% | 1.43M | 120.88 | 0.24% | Share |
| 73 | MMM | 3M Company | 154.72 | +0.24% | 9.66K | +4.34% | 1.42M | 97.06 | 0.24% | Share |
| 74 | GE | GE Aerospace | 266.63 | +0.26% | 7.09K | +4.16% | 1.42M | 90.64 | 0.24% | Share |
| 75 | VTEB | Vanguard Tax-Ex... | 48.85 | -0.07% | 27.94K | -3.09% | 1.39M | 51.05 | 0.23% | Share |
| 76 | ABT | Abbott Laborato... | 132.43 | +0.90% | 10.34K | +8.32% | 1.37M | 112.38 | 0.23% | Share |
| 77 | TSM | Taiwan Semicond... | 228.74 | -1.7% | 8.26K | -5.19% | 1.37M | 85.85 | 0.23% | Share |
| 78 | USB | U.S. Bancorp | 46.40 | +0.41% | 31.51K | -1.83% | 1.33M | 50.09 | 0.22% | Share |
| 79 | ETR | Entergy Corpora... | 89.84 | +1.17% | 15.47K | -3.78% | 1.32M | 50.96 | 0.22% | Share |
| 80 | WFC | Wells Fargo & C... | 78.17 | +0.83% | 18.3K | +13.69% | 1.31M | 53.2 | 0.22% | Share |
| 81 | DIS | The Walt Disney... | 117.06 | +0.68% | 13K | -0.25% | 1.28M | 108.25 | 0.21% | Share |
| 82 | MSI | Motorola Soluti... | 462.29 | +0.41% | 2.9K | +5.87% | 1.27M | 185.76 | 0.21% | Share |
| 83 | NVO | Novo Nordisk A/... | 54.32 | -0.84% | 18.03K | +32.25% | 1.25M | 69.17 | 0.21% | Share |
| 84 | MDT | Medtronic plc | 93.22 | +3.69% | 13.77K | +3.68% | 1.24M | 94.82 | 0.21% | Share |
| 85 | PEP | PepsiCo, Inc. | 150.73 | -0.94% | 8.25K | +3.28% | 1.24M | 154.76 | 0.21% | Share |
| 86 | GD | General Dynamic... | 317.59 | +0.38% | 4.52K | +2.12% | 1.23M | 208.07 | 0.21% | Share |
| 87 | QCOM | QUALCOMM Incorp... | 155.44 | -0.52% | 7.95K | +26.70% | 1.22M | 150.39 | 0.20% | Share |
| 88 | IDHQ | Invesco S&P Int... | 33.14 | +0.49% | 40.77K | +15.42% | 1.22M | 30.45 | 0.20% | Share |
| 89 | SBUX | Starbucks Corpo... | 89.51 | -1.56% | 12.37K | +5.80% | 1.21M | 89.28 | 0.20% | Share |
| 90 | ACN | Accenture plc | 255.06 | -0.32% | 3.89K | -2.41% | 1.21M | 297.46 | 0.20% | Share |
| 91 | ADP | Automatic Data ... | 309.03 | +1.08% | 3.9K | +2.63% | 1.19M | 197.02 | 0.20% | Share |
| 92 | UPS | United Parcel S... | 86.94 | -0.99% | 10.83K | -1.96% | 1.19M | 155.08 | 0.20% | Share |
| 93 | PFE | Pfizer Inc. | 25.38 | +0.22% | 44.7K | +10.53% | 1.13M | 32.5 | 0.19% | Share |
| 94 | TMO | Thermo Fisher S... | 494.91 | -0.68% | 2.25K | +5.97% | 1.12M | 515.84 | 0.19% | Share |
| 95 | ISRG | Intuitive Surgi... | 480.45 | +0.26% | 2.26K | -2.62% | 1.12M | 332.09 | 0.19% | Share |
| 96 | SHEL | Shell plc | 72.08 | +0.88% | 15.14K | +15.30% | 1.11M | 59.58 | 0.19% | Share |
| 97 | RWJ | Invesco S&P Sma... | 45.88 | -0.66% | 27.19K | +3.89% | 1.11M | 39.94 | 0.19% | Share |
| 98 | DISV | Dimensional Int... | 34.49 | +0.10% | 37.19K | +10.75% | 1.08M | 27.31 | 0.18% | Share |
| 99 | RTX | RTX Corporation | 156.59 | +1.91% | 8.14K | +2.79% | 1.08M | 87.93 | 0.18% | Share |
| 100 | TJX | The TJX Compani... | 138.24 | +2.69% | 8.84K | +0.71% | 1.08M | 73.46 | 0.18% | Share |
| 101 | CFR | Cullen/Frost Ba... | 126.55 | +0.87% | 8.36K | -2.46% | 1.05M | 110.59 | 0.17% | Share |
| 102 | SHOP | Shopify Inc. | 137.29 | -1.41% | 10.85K | -3.09% | 1.04M | 57.09 | 0.17% | Share |
| 103 | ADSK | Autodesk, Inc. | 288.63 | -0.21% | 3.83K | +4.84% | 1M | 243.22 | 0.17% | Share |
| 104 | T | AT&T Inc. | 29.29 | +1.05% | 35.36K | +17.75% | 1M | 20.51 | 0.17% | Share |
| 105 | ASML | ASML Holding N.... | 749.49 | +0.79% | 1.49K | +26.08% | 989.68K | 621.69 | 0.17% | Share |
| 106 | HLMN | Hillman Solutio... | 9.68 | -1.63% | 112.5K | 0.00% | 988.88K | 9.18 | 0.17% | Share |
| 107 | HSBC | HSBC Holdings p... | 65.34 | +2.35% | 17.08K | -1.11% | 981.13K | 35.37 | 0.16% | Share |
| 108 | UL | Unilever PLC | 63.54 | +2.54% | 16.31K | +0.77% | 971.03K | 48.87 | 0.16% | Share |
| 109 | GS | The Goldman Sac... | 720.08 | -0.18% | 1.77K | +11.44% | 968.37K | 403.17 | 0.16% | Share |
| 110 | NKE | NIKE, Inc. | 76.24 | -0.83% | 15.01K | +5.11% | 952.68K | 89.76 | 0.16% | Share |
| 111 | SONY | Sony Group Corp... | 28.11 | -0.44% | 36.13K | -18.71% | 917.44K | 18.26 | 0.15% | Share |
| 112 | HES | Hess Corporatio... | 148.97 | 0.00% | 5.72K | +1.08% | 913.62K | 50.35 | 0.15% | Share |
| 113 | LIN | Linde plc | 482.36 | +0.51% | 1.95K | +5.34% | 909.03K | 378.73 | 0.15% | Share |
| 114 | INTC | Intel Corporati... | 23.54 | -6.99% | 39.67K | +8.41% | 901K | 35.31 | 0.15% | Share |
| 115 | BABA | Alibaba Group H... | 119.48 | -0.43% | 6.59K | +97.39% | 871.21K | 103.49 | 0.15% | Share |
| 116 | MNST | Monster Beverag... | 64.39 | +0.63% | 14.81K | +1.85% | 866.83K | 50.83 | 0.14% | Share |
| 117 | AZN | AstraZeneca PLC | 80.52 | +1.23% | 11.74K | +65.93% | 862.58K | 68.75 | 0.14% | Share |
| 118 | LOW | Lowe's Companie... | 257.10 | +0.29% | 3.66K | +0.88% | 854.52K | 205.83 | 0.14% | Share |
| 119 | O | Realty Income C... | 59.93 | +1.56% | 14.72K | +2.51% | 853.76K | 53.55 | 0.14% | Share |
| 120 | ADI | Analog Devices,... | 244.87 | +6.26% | 4.22K | +10.25% | 850.64K | 174.95 | 0.14% | Share |
| 121 | GLD | SPDR Gold Share... | 308.35 | +1.01% | 2.93K | +14.03% | 845.32K | 237.95 | 0.14% | Share |
| 122 | SAP | Sap Se | 272.54 | -0.62% | 3.15K | +7.56% | 844.24K | 181.9 | 0.14% | Share |
| 123 | TM | Toyota Motor Co... | 199.26 | +0.33% | 4.72K | -8.4% | 833.98K | 176.83 | 0.14% | Share |
| 124 | CB | Chubb Limited | 279.48 | +2.07% | 2.73K | +4.20% | 823.9K | 197.41 | 0.14% | Share |
| 125 | ALL | The Allstate Co... | 213.63 | +1.54% | 3.95K | +0.69% | 818.21K | 112.89 | 0.14% | Share |
| 126 | BMY | Bristol-Myers S... | 48.26 | -0.17% | 13.38K | +6.47% | 816.11K | 55.82 | 0.14% | Share |
| 127 | MGK | Vanguard Mega C... | 379.67 | -0.63% | 2.63K | -0.38% | 812.97K | 174.83 | 0.14% | Share |
| 128 | DE | Deere & Company | 492.63 | +0.65% | 1.73K | +5.55% | 811.81K | 362.64 | 0.14% | Share |
| 129 | TTE | TotalEnergies S... | 63.09 | +1.24% | 12.54K | +1.19% | 810.95K | 57.66 | 0.14% | Share |
| 130 | AXP | American Expres... | 308.36 | +0.74% | 3.01K | -2.33% | 810.4K | 174.62 | 0.14% | Share |
| 131 | NEE | NextEra Energy,... | 76.18 | -0.43% | 11.36K | +1.55% | 805.53K | 72.22 | 0.13% | Share |
| 132 | BP | BP p.l.c. | 33.88 | +0.15% | 23.54K | +6.99% | 795.42K | 35.08 | 0.13% | Share |
| 133 | BKH | Black Hills Cor... | 60.02 | -1.4% | 13.09K | -2.12% | 793.97K | 56.16 | 0.13% | Share |
| 134 | INTU | Intuit Inc. | 699.15 | -0.26% | 1.29K | -0.23% | 791.43K | 510.81 | 0.13% | Share |
| 135 | PSX | Phillips 66 | 123.56 | +1.14% | 6.41K | -0.9% | 791.38K | 95.41 | 0.13% | Share |
| 136 | LMT | Lockheed Martin... | 446.57 | +1.24% | 1.77K | +2.61% | 789.23K | 404.01 | 0.13% | Share |
| 137 | HON | Honeywell Inter... | 217.00 | +0.12% | 3.72K | -0.38% | 786.87K | 197.05 | 0.13% | Share |
| 138 | DGX | Quest Diagnosti... | 184.41 | +0.86% | 4.65K | +3.40% | 786.44K | 128.05 | 0.13% | Share |
| 139 | ADBE | Adobe Inc. | 353.43 | -2.11% | 2.02K | +32.96% | 773.58K | 452.27 | 0.13% | Share |
| 140 | ENB | Enbridge Inc. | 48.02 | +1.77% | 17.39K | +21.13% | 770.59K | 39.61 | 0.13% | Share |
| 141 | DUK | Duke Energy Cor... | 124.48 | +0.57% | 6.08K | +3.19% | 741.13K | 96.06 | 0.12% | Share |
| 142 | MRK | Merck & Co., In... | 84.66 | -0.31% | 8.21K | -31.37% | 736.89K | 89.25 | 0.12% | Share |
| 143 | NOW | ServiceNow, Inc... | 890.30 | +0.40% | 923 | -5.82% | 734.84K | 615.59 | 0.12% | Share |
| 144 | ORLY | O'Reilly Automo... | 104.00 | +0.91% | 507 | +4.75% | 726.61K | 790.69 | 0.12% | Share |
| 145 | DOV | Dover Corporati... | 178.66 | -0.58% | 4.13K | +1.40% | 726.26K | 121.67 | 0.12% | Share |
| 146 | PID | Invesco Interna... | 21.25 | +0.48% | 37.55K | -19.62% | 716.02K | 18.45 | 0.12% | Share |
| 147 | PAYX | Paychex, Inc. | 138.88 | -0.09% | 4.62K | -0.54% | 712.64K | 98.06 | 0.12% | Share |
| 148 | CAT | Caterpillar Inc... | 420.51 | +1.06% | 2.16K | +0.05% | 711.07K | 266.33 | 0.12% | Share |
| 149 | APD | Air Products an... | 292.36 | +0.74% | 2.41K | +9.51% | 709.47K | 283.92 | 0.12% | Share |
| 150 | MS | Morgan Stanley | 144.11 | +0.03% | 6.01K | -5.54% | 700.68K | 84 | 0.12% | Share |