Legacy Financial Advisors, Inc. - Q4 2017 holdings

$244 Million is the total value of Legacy Financial Advisors, Inc.'s 889 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was - .

 Value Shares↓ Weighting
No holdings reported for quarter Q4 2017
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2018-02-09
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD24Q3 202340.5%
ISHARES TR24Q3 202320.6%
ISHARES TR24Q3 202314.1%
ISHARES TR24Q3 202312.0%
PROCTER & GAMBLE CO COM24Q3 20234.4%
APPLE INC COM24Q3 20232.6%
JPMORGAN CHASE & CO COM24Q3 20231.4%
MICROSOFT CORP COM24Q3 20231.9%
US BANCORP DEL COM NEW24Q3 20231.2%
PNC FINL SVCS GROUP INC COM24Q3 20231.0%

View Legacy Financial Advisors, Inc.'s complete holdings history.

Latest filings
TypeFiled
13F-HR2024-05-14
13F-HR/A2024-02-13
13F-HR2024-02-06
13F-HR2023-11-13
13F-HR2023-08-08
13F-HR2023-05-03
13F-HR2023-02-06
13F-HR2022-11-09
13F-HR2022-08-08
13F-HR2022-05-04

View Legacy Financial Advisors, Inc.'s complete filings history.

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