Legacy Financial Advisors, Inc. Top Holdings and 13F Report (2025) About Legacy Financial Advisors, Inc.Investment ActivityLegacy Financial Advisors, Inc. has $604.87 million in total holdings as of December 31, 2024.Legacy Financial Advisors, Inc. owns shares of 345 different stocks, but just 94 companies or ETFs make up 80% of its holdings.Approximately 6.46% of the portfolio was purchased this quarter.About 4.52% of the portfolio was sold this quarter.This quarter, Legacy Financial Advisors, Inc. has purchased 358 new stocks and bought additional shares in 177 stocks.Legacy Financial Advisors, Inc. sold shares of 131 stocks and completely divested from 32 stocks this quarter.Largest Holdings WisdomTree U.S. Quality Dividend Growth Fund $63,511,795iShares Core S&P Total U.S. Stock Market ETF $27,088,877Franklin International Core Dividend Tilt Index ETF $20,209,738Apple $20,079,059WisdomTree Emerging Markets Ex-China Fund $19,026,730 Largest New Holdings this Quarter PIMCO Multi Sector Bond Active ETF $12,536,451 HoldingJPMorgan Ultra-Short Income ETF $1,661,920 HoldingReinsurance Group of America $828,257 HoldingiShares MSCI EAFE Growth ETF $672,969 HoldingCleanSpark $577,228 Holding Largest Purchases this Quarter PIMCO Multi Sector Bond Active ETF 483,659 shares (about $12.54M)Franklin International Core Dividend Tilt Index ETF 71,013 shares (about $2.13M)JPMorgan Ultra-Short Income ETF 32,994 shares (about $1.66M)Reinsurance Group of America 3,877 shares (about $828.26K)Sony Group 38,293 shares (about $810.29K) Largest Sales this Quarter Truist Financial 46,136 shares (about $2.00M)WisdomTree U.S. Quality Growth Fund 19,922 shares (about $981.36K)iShares MSCI USA Min Vol Factor ETF 9,912 shares (about $880.09K)WisdomTree International Equity Fund 15,456 shares (about $814.45K)WisdomTree Global ex U.S. Quality Dividend Growth Fund 22,241 shares (about $800.23K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLegacy Financial Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDGRWWisdomTree U.S. Quality Dividend Growth Fund$63,511,795$22,013 ▼0.0%784,77410.5%ManufacturingITOTiShares Core S&P Total U.S. Stock Market ETF$27,088,877$718,084 ▼-2.6%210,6124.5%ETFDIVIFranklin International Core Dividend Tilt Index ETF$20,209,738$2,131,102 ▲11.8%673,4333.3%ETFAAPLApple$20,079,059$282,973 ▲1.4%80,1823.3%Computer and TechnologyXCWisdomTree Emerging Markets Ex-China Fund$19,026,730$243,994 ▲1.3%618,9313.1%ETFWTVWisdomTree U.S. Value Fund$18,174,783$9,695 ▼-0.1%217,4543.0%FinanceNATIXIS GATEWAY QUALITY INCOME ETF$17,633,125$662,766 ▲3.9%324,2662.9%ETFQGRWWisdomTree U.S. Quality Growth Fund$17,606,020$981,358 ▼-5.3%357,4102.9%ETFMSFTMicrosoft$14,902,252$759,971 ▲5.4%35,3552.5%Computer and TechnologyJMUBJPMorgan Municipal ETF$14,735,068$535,201 ▲3.8%293,8202.4%ETFNVDANVIDIA$13,715,947$3,357 ▼0.0%102,1372.3%Computer and TechnologyPGProcter & Gamble$13,386,755$16,597 ▲0.1%79,8492.2%Consumer StaplesPYLDPIMCO Multi Sector Bond Active ETF$12,536,451$12,536,451 ▲New Holding483,6592.1%ETFDGROiShares Core Dividend Growth ETF$11,886,707$273,086 ▼-2.2%193,7842.0%ETFJPMJPMorgan Chase & Co.$9,152,956$13,184 ▲0.1%38,1831.5%FinanceAMZNAmazon.com$8,310,685$150,501 ▲1.8%37,8811.4%Retail/WholesaleTSLATesla$7,066,289$477,736 ▲7.3%17,4981.2%Auto/Tires/TrucksUSMViShares MSCI USA Min Vol Factor ETF$6,677,631$880,087 ▼-11.6%75,2071.1%ETFMETAMeta Platforms$6,364,484$67,919 ▼-1.1%10,8701.1%Computer and TechnologyGOOGLAlphabet$5,245,730$136,297 ▲2.7%27,7110.9%Computer and TechnologyVONGVanguard Russell 1000 Growth ETF$5,116,552$193,997 ▼-3.7%49,5310.8%ETFGOOGAlphabet$4,887,293$150,829 ▲3.2%25,6630.8%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$4,792,403$325,327 ▼-6.4%68,1900.8%ETFVVisa$4,258,981$90,704 ▲2.2%13,4760.7%Business ServicesDWMWisdomTree International Equity Fund$4,180,662$814,454 ▼-16.3%79,3370.7%FinanceDNLWisdomTree Global ex U.S. Quality Dividend Growth Fund$3,887,524$800,230 ▼-17.1%108,0470.6%FinanceVTIVanguard Total Stock Market ETF$3,816,508$233,297 ▼-5.8%13,1690.6%ETFNFLXNetflix$3,702,543$90,023 ▼-2.4%4,1540.6%Consumer DiscretionaryAVGOBroadcom$3,609,989$107,806 ▲3.1%15,5710.6%Computer and TechnologyEMXCiShares MSCI Emerging Markets ex China ETF$3,327,518$85,782 ▼-2.5%60,0090.6%ManufacturingFITBFifth Third Bancorp$3,258,808$204,381 ▼-5.9%77,0770.5%FinanceIVViShares Core S&P 500 ETF$3,256,161$229,597 ▼-6.6%5,5310.5%ETFORCLOracle$3,159,593$82,485 ▼-2.5%18,9610.5%Computer and TechnologyHDHome Depot$3,019,554$18,670 ▲0.6%7,7630.5%Retail/WholesalePNCThe PNC Financial Services Group$3,017,307$85,625 ▲2.9%15,6460.5%FinanceXOMExxon Mobil$2,979,008$260,747 ▼-8.0%27,6940.5%Oils/EnergyBRK.BBerkshire Hathaway$2,960,462$108,791 ▲3.8%6,5310.5%FinanceHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$2,846,082$132,837 ▼-4.5%111,2620.5%ETFUNHUnitedHealth Group$2,831,430$49,577 ▲1.8%5,5970.5%MedicalMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$2,732,637$348,143 ▼-11.3%52,8250.5%ETFVEAVanguard FTSE Developed Markets ETF$2,730,761$647,626 ▲31.1%57,1050.5%ETFWMTWalmart$2,372,821$107,605 ▲4.8%26,2630.4%Retail/WholesaleJNJJohnson & Johnson$2,305,795$296,034 ▼-11.4%15,9440.4%MedicalKOCoca-Cola$2,304,491$7,284 ▲0.3%37,0140.4%Consumer StaplesLLYEli Lilly and Company$2,280,327$47,861 ▼-2.1%2,9540.4%MedicalCSCOCisco Systems$2,240,250$47,123 ▲2.1%37,8420.4%Computer and TechnologyCRMSalesforce$2,191,605$62,856 ▲3.0%6,5550.4%Computer and TechnologyMAMastercard$2,066,140$70,556 ▼-3.3%3,9240.3%Business ServicesSNASnap-on$2,001,112$229,474 ▼-10.3%5,8950.3%Consumer DiscretionaryCVXChevron$1,946,188$193,648 ▲11.0%13,4370.3%Oils/EnergyBABoeing$1,941,604$444,781 ▲29.7%10,9700.3%AerospaceSPHQInvesco S&P 500 Quality ETF$1,789,736$279,041 ▲18.5%26,7010.3%ETFFBNDFidelity Total Bond ETF$1,753,475$590,489 ▼-25.2%39,0790.3%ETFTXNTexas Instruments$1,743,597$52,501 ▼-2.9%9,2990.3%Computer and TechnologyBACBank of America$1,726,568$77,571 ▲4.7%39,2850.3%FinanceTFCTruist Financial$1,723,878$2,001,380 ▼-53.7%39,7390.3%FinanceTSMTaiwan Semiconductor Manufacturing$1,719,561$30,414 ▼-1.7%8,7070.3%Computer and TechnologyAMGNAmgen$1,719,282$247,101 ▲16.8%6,5960.3%MedicalCMCSAComcast$1,679,662$24,845 ▼-1.5%44,7550.3%Consumer DiscretionaryABBVAbbVie$1,671,880$48,337 ▲3.0%9,4080.3%MedicalJPSTJPMorgan Ultra-Short Income ETF$1,661,920$1,661,920 ▲New Holding32,9940.3%ETFSPYSPDR S&P 500 ETF Trust$1,652,123$319,993 ▲24.0%2,8190.3%FinanceIBMInternational Business Machines$1,637,514$112,113 ▲7.3%7,4490.3%Computer and TechnologyUNPUnion Pacific$1,623,133$114,244 ▼-6.6%7,1180.3%TransportationCOSTCostco Wholesale$1,574,607$33,912 ▼-2.1%1,7180.3%Retail/WholesaleUSBU.S. Bancorp$1,535,248$4,640 ▲0.3%32,0980.3%FinanceCMECME Group$1,533,392$310,719 ▲25.4%6,6030.3%FinanceVZVerizon Communications$1,521,816$61,824 ▼-3.9%38,0550.3%Computer and TechnologyDISWalt Disney$1,451,602$104,783 ▲7.8%13,0360.2%Consumer DiscretionaryVTEBVanguard Tax-Exempt Bond ETF$1,445,298$354,168 ▼-19.7%28,8310.2%ETFMCDMcDonald's$1,443,541$135,658 ▲10.4%4,9800.2%Retail/WholesaleACNAccenture$1,401,012$43,617 ▲3.2%3,9830.2%Computer and TechnologyUPSUnited Parcel Service$1,392,947$275,285 ▲24.6%11,0460.2%TransportationPALANTIR TECHNOLOGIES INC CL A$1,375,771$111,704 ▲8.8%18,1910.2%StockCTASCintas$1,340,269$148,168 ▼-10.0%7,3360.2%Business ServicesNVSNovartis$1,335,233$256,420 ▲23.8%13,7210.2%MedicalMSIMotorola Solutions$1,268,306$5,084 ▼-0.4%2,7440.2%Computer and TechnologyPGRProgressive$1,255,317$118,847 ▲10.5%5,2390.2%FinanceETREntergy$1,218,954$457,041 ▲60.0%16,0770.2%UtilitiesPEPPepsiCo$1,214,218$219,274 ▼-15.3%7,9850.2%Consumer StaplesISRGIntuitive Surgical$1,213,557$123,705 ▲11.4%2,3250.2%MedicalRWJInvesco S&P SmallCap 600 Revenue ETF$1,197,828$15,559 ▲1.3%26,1760.2%ETFMMM3M$1,195,244$24,914 ▲2.1%9,2590.2%Multi-Sector ConglomeratesSHOPShopify$1,190,896$79,641 ▲7.2%11,2000.2%Computer and TechnologyMRKMerck & Co., Inc.$1,190,009$660,961 ▼-35.7%11,9620.2%MedicalDFIVDimensional International Value ETF$1,179,868$167,610 ▲16.6%33,2540.2%ETFNVONovo Nordisk A/S$1,172,990$6,882 ▲0.6%13,6360.2%MedicalGDGeneral Dynamics$1,166,996$107,504 ▼-8.4%4,4290.2%AerospaceCFRCullen/Frost Bankers$1,150,389$44,840 ▼-3.8%8,5690.2%FinanceGEGeneral Electric$1,135,000$114,918 ▲11.3%6,8050.2%TransportationWFCWells Fargo & Company$1,130,858$238,674 ▲26.8%16,1000.2%FinanceADPAutomatic Data Processing$1,112,959$22,540 ▲2.1%3,8020.2%Business ServicesTMOThermo Fisher Scientific$1,107,089$21,330 ▼-1.9%2,1280.2%MedicalHLMNHillman Solutions$1,095,7500.0%112,5000.2%ConstructionNKENIKE$1,080,499$544,071 ▲101.4%14,2790.2%Consumer DiscretionaryADSKAutodesk$1,080,190$591 ▼-0.1%3,6550.2%Computer and TechnologyABTAbbott Laboratories$1,079,374$232,773 ▲27.5%9,5430.2%MedicalPFEPfizer$1,072,754$311,909 ▼-22.5%40,4360.2%MedicalSBUXStarbucks$1,066,506$15,603 ▲1.5%11,6880.2%Retail/WholesalePMPhilip Morris International$1,062,979$165,489 ▲18.4%8,8320.2%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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