$316 Million is the total value of Legacy Financial Advisors, Inc.'s 113 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TFC | New | TRUIST FINL CORP COMstock | $2,309,000 | – | 40,996 | +100.0% | 0.73% | – |
| GOLD | New | BARRICK GOLD CORP Fstock | $517,000 | – | 27,809 | +100.0% | 0.16% | – |
| EELV | New | INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETFetf | $506,000 | – | 21,098 | +100.0% | 0.16% | – |
| ABB | New | ABB LTD SPONSORED ADRadr | $345,000 | – | 14,341 | +100.0% | 0.11% | – |
| SUSC | New | ISHARES ESG USD CORPORATE BOND ETFetf | $273,000 | – | 10,318 | +100.0% | 0.09% | – |
| BMY | New | BRISTOL MYERS SQUIBB CO COMstock | $269,000 | – | 4,193 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-01-27
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD | 27 | Q2 2024 | 40.5% |
| ISHARES TR | 27 | Q2 2024 | 20.6% |
| ISHARES TR | 27 | Q2 2024 | 14.1% |
| ISHARES TR | 27 | Q2 2024 | 12.0% |
| PROCTER & GAMBLE CO COM | 27 | Q2 2024 | 4.4% |
| APPLE INC COM | 27 | Q2 2024 | 2.8% |
| JPMORGAN CHASE & CO. COM | 27 | Q2 2024 | 1.4% |
| MICROSOFT CORP COM | 27 | Q2 2024 | 2.7% |
| PNC FINL SVCS GROUP INC COM | 27 | Q2 2024 | 1.0% |
| US BANCORP DEL COM NEW | 27 | Q2 2024 | 1.2% |
View Legacy Financial Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-08-13 |
| 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 |
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.