Legacy Financial Advisors, Inc. Portfolio Holdings
Q3 2025•416 long positions•$725.9M portfolio value
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Holding431 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $72.8M 10.03% | -$180.9K Sold | — 818.5K shares | 820.5K → 818.5K −$180.9K | -0.25% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $32.3M 4.45% | -$457.9K Sold | — 864.9K shares | 877.2K → 864.9K −$457.9K | -1.4% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $27.4M 3.78% | -$1.5M Sold | — 188.2K shares | 198.6K → 188.2K −$1.5M | -5.24% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $21.9M 3.02% | -$174.8K Sold | — 633.6K shares | 638.6K → 633.6K −$174.8K | -0.79% | — — | Q4 2022 Held for 2y 11m | |
Semiconductors Technology | $20.8M 2.87% | +$97.4K Bought | 0.0% 111.5K shares | 111.0K → 111.5K +$97.4K | +0.47% | $4.54T Mega Cap | Q3 2020 Held for 5y 2m | |
Consumer Electronics Technology | $20.7M 2.85% | +$1.2M Bought | 0.001% 81.4K shares | 76.8K → 81.4K +$1.2M | +5.97% | $3.78T Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $20.4M 2.81% | +$164.8K Bought | — 223.9K shares | 222.0K → 223.9K +$164.8K | +0.82% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $20.3M 2.79% | +$1.2M Bought | — 361.4K shares | 340.8K → 361.4K +$1.2M | +6.07% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $19.9M 2.74% | -$415.5K Sold | — 347.0K shares | 354.2K → 347.0K −$415.5K | -2.04% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $19.0M 2.62% | +$3.9M Bought | — 709.3K shares | 565.0K → 709.3K +$3.9M | +25.53% | — — | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $18.6M 2.56% | +$336.7K Bought | 0.0% 35.9K shares | 35.2K → 35.9K +$336.7K | +1.85% | $3.85T Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $11.9M 1.64% | -$579.6K Sold | — 175.3K shares | 183.8K → 175.3K −$579.6K | -4.63% | — — | Q4 2017 Held for 7y 11m | |
Household & Personal Products Consumer Defensive | $11.5M 1.58% | -$173.3K Sold | 0.003% 74.5K shares | 75.7K → 74.5K −$173.3K | -1.49% | $359.62B Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $11.4M 1.57% | -$4.0M Sold | — 226.2K shares | 305.8K → 226.2K −$4.0M | -26.05% | — — | Q3 2023 Held for 2y 2m | |
Banks - Diversified Financial Services | $10.8M 1.49% | -$14.2K Sold | 0.001% 34.2K shares | 34.3K → 34.2K −$14.2K | -0.13% | $867.35B Mega Cap | Q4 2017 Held for 7y 11m | |
Specialty Retail Consumer Cyclical | $9.8M 1.35% | +$280.6K Bought | 0.0% 44.6K shares | 43.3K → 44.6K +$280.6K | +2.95% | $2.34T Mega Cap | Q3 2020 Held for 5y 2m | |
Internet Content & Information Communication Services | $8.3M 1.15% | +$90.3K Bought | 0.0% 11.4K shares | 11.2K → 11.4K +$90.3K | +1.09% | $1.84T Mega Cap | Q3 2020 Held for 5y 2m | |
Internet Content & Information Communication Services | $8.2M 1.13% | -$335.0K Sold | 0.0% 33.9K shares | 35.3K → 33.9K −$335.0K | -3.91% | $2.95T Mega Cap | Q3 2020 Held for 5y 2m | |
Auto - Manufacturers Consumer Cyclical | $7.0M 0.967% | -$633.7K Sold | 0.0% 15.8K shares | 17.2K → 15.8K −$633.7K | -8.28% | $1.48T Mega Cap | Q4 2020 Held for 4y 11m | |
Internet Content & Information Communication Services | $6.3M 0.864% | -$63.6K Sold | 0.0% 25.8K shares | 26.0K → 25.8K −$63.6K | -1.0% | $2.95T Mega Cap | Q3 2020 Held for 5y 2m | |
Semiconductors Technology | $5.7M 0.788% | +$228.6K Bought | 0.0% 17.3K shares | 16.6K → 17.3K +$228.6K | +4.16% | $1.56T Mega Cap | Q3 2020 Held for 5y 2m | |
Software - Infrastructure Technology | $5.4M 0.739% | -$7.3K Sold | 0.001% 19.1K shares | 19.1K → 19.1K −$7.3K | -0.14% | $801.76B Mega Cap | Q3 2020 Held for 5y 2m | |
ETF ETF | $5.3M 0.734% | -$130.0K Sold | — 16.2K shares | 16.6K → 16.2K −$130.0K | -2.38% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $5.3M 0.723% | -$327.0K Sold | — 43.6K shares | 46.3K → 43.6K −$327.0K | -5.86% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $5.1M 0.698% | -$287.0K Sold | — 58.1K shares | 61.3K → 58.1K −$287.0K | -5.36% | — — | Q4 2017 Held for 7y 11m | |
Entertainment Communication Services | $4.9M 0.671% | -$92.3K Sold | 0.001% 4.1K shares | 4.1K → 4.1K −$92.3K | -1.86% | $509.45B Mega Cap | Q3 2020 Held for 5y 2m | |
Financial - Credit Services Financial Services | $4.5M 0.621% | -$168.3K Sold | 0.001% 13.2K shares | 13.7K → 13.2K −$168.3K | -3.6% | $662.60B Mega Cap | Q3 2020 Held for 5y 2m | |
ETF ETF | $4.0M 0.548% | -$50.2K Sold | — 5.9K shares | 6.0K → 5.9K −$50.2K | -1.25% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $3.8M 0.517% | +$2.0M Bought | — 74.0K shares | 34.5K → 74.0K +$2.0M | +114.28% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.7M 0.511% | +$3.7M New | — 149.8K shares | 0 → 149.8K +$3.7M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $3.6M 0.501% | -$194.4K Sold | — 53.8K shares | 56.7K → 53.8K −$194.4K | -5.08% | — — | Q4 2022 Held for 2y 11m | |
Insurance - Diversified Financial Services | $3.5M 0.487% | +$122.7K Bought | 0.0% 7.0K shares | 6.8K → 7.0K +$122.7K | +3.59% | $1.08T Mega Cap | Q3 2020 Held for 5y 2m | |
Banks - Diversified Financial Services | $3.3M 0.461% | +$118.9K Bought | 0.001% 64.8K shares | 62.5K → 64.8K +$118.9K | +3.69% | $382.12B Mega Cap | Q4 2017 Held for 7y 11m | |
Banks - Regional Financial Services | $3.3M 0.459% | +$88.0K Bought | 0.004% 16.6K shares | 16.2K → 16.6K +$88.0K | +2.71% | $79.1B Large Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $3.3M 0.458% | -$18.9K Sold | — 55.5K shares | 55.8K → 55.5K −$18.9K | -0.56% | — — | Q4 2021 Held for 3y 11m | |
Banks - Regional Financial Services | $3.1M 0.43% | -$23.0K Sold | 0.011% 70.1K shares | 70.7K → 70.1K −$23.0K | -0.73% | $29.5B Large Cap | Q4 2017 Held for 7y 11m | |
Discount Stores Consumer Defensive | $2.9M 0.403% | +$302.4K Bought | 0.0% 28.4K shares | 25.5K → 28.4K +$302.4K | +11.52% | $821.68B Mega Cap | Q3 2020 Held for 5y 2m | |
ETF ETF | $2.7M 0.378% | +$951.9K Bought | — 4.1K shares | 2.7K → 4.1K +$951.9K | +53.06% | — — | Q2 2023 Held for 2y 5m | |
Drug Manufacturers - General Healthcare | $2.7M 0.371% | +$293.1K Bought | 0.001% 14.5K shares | 12.9K → 14.5K +$293.1K | +12.22% | $446.55B Mega Cap | Q3 2020 Held for 5y 2m | |
Semiconductors Technology | $2.7M 0.366% | +$2.7M Bought | — 9.5K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
Home Improvement Consumer Cyclical | $2.6M 0.363% | +$36.5K Bought | 0.001% 6.5K shares | 6.4K → 6.5K +$36.5K | +1.4% | $403.32B Mega Cap | Q3 2020 Held for 5y 2m | |
Software - Infrastructure Technology | $2.6M 0.358% | -$448.2K Sold | 0.001% 14.2K shares | 16.7K → 14.2K −$448.2K | -14.72% | $432.76B Mega Cap | Q2 2024 Held for 1y 5m | |
Oil & Gas Integrated Energy | $2.5M 0.348% | -$98.8K Sold | 0.001% 22.4K shares | 23.3K → 22.4K −$98.8K | -3.76% | $480.68B Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $2.4M 0.329% | -$83.3K Sold | — 95.7K shares | 99.0K → 95.7K −$83.3K | -3.37% | — — | Q4 2023 Held for 1y 11m | |
Software - Application Technology | $2.4M 0.325% | +$403.6K Bought | 0.001% 10.0K shares | 8.3K → 10.0K +$403.6K | +20.61% | $225.62B Mega Cap | Q3 2020 Held for 5y 2m | |
ETF ETF | $2.3M 0.324% | -$302.2K Sold | — 24.7K shares | 27.9K → 24.7K −$302.2K | -11.4% | — — | Q4 2017 Held for 7y 11m | |
Banks - Diversified Financial Services | $2.3M 0.32% | +$85.5K Bought | 0.001% 27.7K shares | 26.7K → 27.7K +$85.5K | +3.82% | $268.51B Mega Cap | Q1 2021 Held for 4y 8m | |
Manufacturing - Tools & Accessories Industrials | $2.3M 0.319% | — | 0.128% 252.5K shares | — | — | $1.8B Small Cap | Q1 2022 Held for 3y 8m | |
Oil & Gas Integrated Energy | $2.3M 0.319% | +$958.6K Bought | 0.001% 14.9K shares | 8.7K → 14.9K +$958.6K | +70.7% | $312.88B Mega Cap | Q3 2020 Held for 5y 2m | |
Aerospace & Defense Industrials | $2.3M 0.319% | +$121.5K Bought | 0.001% 7.7K shares | 7.3K → 7.7K +$121.5K | +5.54% | $319.00B Mega Cap | Q4 2017 Held for 7y 11m |
