$301 Million is the total value of Legacy Financial Advisors, Inc.'s 113 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IEFA | New | ISHARES CORE MSCI EAFE ETFetf | $1,336,000 | – | 21,881 | +100.0% | 0.44% | – |
| CTVA | New | CORTEVA INC COMstock | $462,000 | – | 16,501 | +100.0% | 0.15% | – |
| ESGD | New | ISHARES MSCI EAFE ESG SELECT ETFetf | $357,000 | – | 5,560 | +100.0% | 0.12% | – |
| SUSA | New | ISHARES MSCI USA ESG SELECT ETFetf | $278,000 | – | 2,251 | +100.0% | 0.09% | – |
| FDX | New | FEDEX CORPstock | $240,000 | – | 1,648 | +100.0% | 0.08% | – |
| MET | New | METLIFE INC COMstock | $217,000 | – | 4,598 | +100.0% | 0.07% | – |
| NEE | New | NEXTERA ENERGY INC COMstock | $202,000 | – | 867 | +100.0% | 0.07% | – |
| MUFG | New | MITSUBISHI UFJ FINL GROUP INC SPONSOREDadr | $70,000 | – | 13,837 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-11-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD | 24 | Q3 2023 | 40.5% |
| ISHARES TR | 24 | Q3 2023 | 20.6% |
| ISHARES TR | 24 | Q3 2023 | 14.1% |
| ISHARES TR | 24 | Q3 2023 | 12.0% |
| PROCTER & GAMBLE CO COM | 24 | Q3 2023 | 4.4% |
| APPLE INC COM | 24 | Q3 2023 | 2.6% |
| JPMORGAN CHASE & CO COM | 24 | Q3 2023 | 1.4% |
| MICROSOFT CORP COM | 24 | Q3 2023 | 1.9% |
| US BANCORP DEL COM NEW | 24 | Q3 2023 | 1.2% |
| PNC FINL SVCS GROUP INC COM | 24 | Q3 2023 | 1.0% |
View Legacy Financial Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-14 |
| 13F-HR/A | 2024-02-13 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-05-04 |
View Legacy Financial Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.