$354 Million is the total value of Legacy Financial Advisors, Inc.'s 142 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 21.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| USMV | Sell | ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FDetf | $84,055,000 | -19.6% | 1,238,301 | -24.6% | 23.76% | -25.5% |
| ITOT | Buy | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFetf | $68,019,000 | +97.7% | 788,906 | +73.1% | 19.23% | +83.2% |
| DGRO | Buy | ISHARES CORE DIVIDEND GROWTH ETFetf | $35,524,000 | +109.3% | 792,602 | +85.8% | 10.04% | +94.0% |
| EFAV | Sell | ISHARES INC MSCI EAFE MINIMUM VOLATILITY INDEX FDetf | $23,204,000 | -24.0% | 316,087 | -29.4% | 6.56% | -29.5% |
| IEFA | Buy | ISHARES CORE MSCI EAFE ETFetf | $13,526,000 | +25.1% | 195,767 | +9.1% | 3.82% | +15.9% |
| HTRB | Buy | HARTFORD TOTAL RETURN BOND ETFetf | $12,850,000 | +49.8% | 307,850 | +48.4% | 3.63% | +38.9% |
| PG | Sell | PROCTER AND GAMBLE CO COMstock | $10,823,000 | -16.5% | 77,795 | -16.6% | 3.06% | -22.6% |
| HMOP | Buy | HARTFORD MUNICIPAL OPPORTUNITIES ETFetf | $8,608,000 | +29.9% | 205,879 | +27.8% | 2.43% | +20.4% |
| AAPL | Buy | APPLE INCstock | $7,036,000 | +15.3% | 53,009 | +0.6% | 1.99% | +6.9% |
| IGRO | Buy | ISHARES INTERNATIONAL DIVIDEND GROWTH ETFetf | $7,034,000 | +25.7% | 111,476 | +8.8% | 1.99% | +16.5% |
| JPM | Buy | JPMORGAN CHASE & CO COMstock | $4,339,000 | +34.2% | 34,144 | +1.6% | 1.23% | +24.3% |
| MSFT | Sell | MICROSOFTstock | $3,450,000 | +4.8% | 15,515 | -0.9% | 0.98% | -2.9% |
| PNC | Buy | PNC FINL SVCS GROUP INC COMstock | $2,606,000 | +36.0% | 17,529 | +0.5% | 0.74% | +26.2% |
| IDLV | Sell | INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETFetf | $2,576,000 | -13.0% | 85,905 | -17.5% | 0.73% | -19.5% |
| IVV | Buy | ISHARES S&P 500 INDEXetf | $2,231,000 | +17.8% | 5,944 | +5.5% | 0.63% | +9.2% |
| AMZN | Buy | AMAZON.COM INCstock | $2,131,000 | +13.2% | 654 | +9.4% | 0.60% | +4.9% |
| USB | Sell | US BANCORP DEL COM NEWstock | $1,961,000 | -2.8% | 42,113 | -25.2% | 0.55% | -10.1% |
| FITB | Buy | FIFTH THIRD BANCORPstock | $1,745,000 | +30.2% | 63,302 | +0.7% | 0.49% | +20.5% |
| EEMV | Sell | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETFetf | $1,595,000 | -90.2% | 26,109 | -91.2% | 0.45% | -90.9% |
| TFC | Sell | TRUIST FINL CORP COMstock | $1,590,000 | 0.0% | 33,349 | -20.2% | 0.45% | -7.2% |
| JNJ | Buy | JOHNSON & JOHNSON COMstock | $1,485,000 | +7.8% | 9,438 | +1.9% | 0.42% | 0.0% |
| IJH | Sell | ISHARES CORE S&P MID CAP ETFetf | $1,396,000 | +17.1% | 6,076 | -5.6% | 0.40% | +8.5% |
| CSX | Sell | CSX CORPstock | $1,233,000 | +16.9% | 13,581 | -0.0% | 0.35% | +8.4% |
| ESGU | Buy | ISHARES ESG AWARE MSCI USA ETFetf | $1,154,000 | +19.6% | 13,418 | +5.9% | 0.33% | +10.9% |
| V | Buy | VISA INCstock | $1,129,000 | +19.3% | 5,166 | +9.1% | 0.32% | +10.4% |
| INTC | Buy | INTEL CORP COMstock | $1,077,000 | +7.7% | 21,652 | +12.1% | 0.30% | -0.3% |
| EFA | Buy | ISHARES MSCI EAFE ETFetf | $1,053,000 | +25.5% | 14,334 | +8.8% | 0.30% | +16.4% |
| IEMG | Sell | ISHARES CORE MSCI EMERGING MARKETS ETFetf | $1,042,000 | -79.9% | 16,791 | -82.9% | 0.30% | -81.3% |
| UNH | Buy | UNITEDHEALTH GROUPstock | $1,041,000 | +15.3% | 2,970 | +2.5% | 0.29% | +6.9% |
| HD | Buy | HOME DEPOTstock | $1,002,000 | -2.6% | 3,772 | +1.8% | 0.28% | -9.9% |
| KO | Buy | COCA COLA CO COMstock | $976,000 | +15.9% | 17,798 | +4.4% | 0.28% | +7.4% |
| IJR | Sell | ISHARES S&P SMALLCAP 600 ETFetf | $954,000 | +22.2% | 10,392 | -6.6% | 0.27% | +13.4% |
| CTAS | Buy | CINTAS CORPstock | $944,000 | +6.5% | 2,670 | +0.3% | 0.27% | -1.1% |
| SPY | Buy | SPDR S&P 500 ETFetf | $922,000 | +22.1% | 2,476 | +9.9% | 0.26% | +13.5% |
| IWV | Sell | ISHARES RUSSELL 3000 ETFetf | $900,000 | +12.5% | 4,025 | -1.6% | 0.25% | +4.1% |
| FB | Buy | FACEBOOK INC CL Astock | $877,000 | +13.0% | 3,212 | +8.4% | 0.25% | +4.6% |
| GOOG | Buy | ALPHABET INC CAP STK CL Cstock | $848,000 | +20.3% | 484 | +0.8% | 0.24% | +11.6% |
| PFE | Sell | PFIZER INC COMstock | $825,000 | -7.5% | 22,410 | -7.8% | 0.23% | -14.3% |
| SNA | Buy | SNAP ON INC COMstock | $822,000 | +18.6% | 4,803 | +2.0% | 0.23% | +10.0% |
| GOOGL | Sell | GOOGLE INCstock | $813,000 | +11.4% | 464 | -6.8% | 0.23% | +3.1% |
| NKE | Buy | NIKE INC CLASS Bstock | $810,000 | +15.2% | 5,727 | +2.3% | 0.23% | +7.0% |
| CSCO | Buy | CISCO SYS INCstock | $783,000 | +27.9% | 17,505 | +12.7% | 0.22% | +18.2% |
| VZ | Buy | VERIZON COMMUNICATIONSstock | $738,000 | +4.7% | 12,559 | +5.9% | 0.21% | -2.8% |
| EEM | Sell | ISHARES MSCI EMERGING MARKETS ETFetf | $730,000 | +16.6% | 14,127 | -0.5% | 0.21% | +7.9% |
| WMT | Sell | WALMART INC COMstock | $722,000 | +2.8% | 5,008 | -0.2% | 0.20% | -4.7% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $708,000 | -4.6% | 3,054 | -12.3% | 0.20% | -11.5% |
| MRK | Sell | MERCK & CO INCstock | $678,000 | -4.6% | 8,292 | -3.2% | 0.19% | -11.5% |
| TXN | Buy | TEXAS INSTRS INC COMstock | $652,000 | +23.0% | 3,971 | +6.9% | 0.18% | +13.6% |
| XOM | Buy | EXXON MOBIL CORP COMstock | $646,000 | +38.9% | 15,669 | +15.7% | 0.18% | +28.9% |
| MA | Buy | MASTERCARD INCstock | $627,000 | +13.0% | 1,758 | +7.1% | 0.18% | +4.7% |
| DIS | Buy | DISNEY WALT CO COMstock | $620,000 | +64.0% | 3,420 | +12.2% | 0.18% | +52.2% |
| NVDA | Buy | NVIDIA CORPstock | $612,000 | +11.1% | 1,172 | +15.1% | 0.17% | +3.0% |
| AMGN | Buy | AMGEN INCstock | $613,000 | -5.4% | 2,670 | +4.8% | 0.17% | -12.6% |
| PEP | Sell | PEPSICO INC COMstock | $602,000 | -15.4% | 4,060 | -21.0% | 0.17% | -21.7% |
| UNP | Buy | UNION PAC CORP COMstock | $600,000 | +12.8% | 2,880 | +6.6% | 0.17% | +4.9% |
| MDT | Sell | MEDTRONIC PLC SHSstock | $564,000 | +9.9% | 4,812 | -2.6% | 0.16% | +1.9% |
| MCD | Buy | MCDONALDS CORP COMstock | $540,000 | +3.1% | 2,514 | +5.4% | 0.15% | -4.4% |
| TSLA | New | TESLA MOTORS INCstock | $529,000 | – | 750 | +100.0% | 0.15% | – |
| ABT | Buy | ABBOTT LABS COMstock | $526,000 | +8.5% | 4,813 | +8.1% | 0.15% | +0.7% |
| IWR | Sell | ISHARES TR RUSSELL MIDCAP INDEX FDetf | $515,000 | -3.6% | 7,518 | -19.3% | 0.15% | -10.4% |
| ABBV | Buy | ABBVIE INC COMstock | $491,000 | +33.8% | 4,601 | +9.9% | 0.14% | +24.1% |
| UPS | Sell | UNITED PARCEL SERVICE INCstock | $490,000 | -11.4% | 2,907 | -12.4% | 0.14% | -17.8% |
| HON | Buy | HONEYWELL INTL INCstock | $484,000 | +48.9% | 2,276 | +15.4% | 0.14% | +38.4% |
| ADP | Sell | AUTOMATIC DATA PROCESSING INC COMstock | $486,000 | +23.4% | 2,761 | -2.3% | 0.14% | +14.2% |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETFetf | $485,000 | +10.7% | 5,471 | 0.0% | 0.14% | +2.2% | |
| CVX | Buy | CHEVRON CORP NEW COMstock | $481,000 | +82.2% | 5,700 | +55.7% | 0.14% | +67.9% |
| ESGD | Buy | ISHARES MSCI EAFE ESG SELECT ETFetf | $469,000 | +22.5% | 6,426 | +6.4% | 0.13% | +13.7% |
| SBUX | Buy | STARBUCKS CORPstock | $469,000 | +34.0% | 4,387 | +7.8% | 0.13% | +24.3% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP COMstock | $466,000 | +35.9% | 6,515 | +9.2% | 0.13% | +25.7% |
| NEE | Buy | NEXTERA ENERGY INC COMstock | $457,000 | +24.9% | 5,931 | +349.3% | 0.13% | +15.2% |
| CMCSA | Sell | COMCAST CORP NEW CL Astock | $437,000 | +0.5% | 8,350 | -11.1% | 0.12% | -6.8% |
| AGG | New | ISHARES AGGREGATE BOND ETFetf | $429,000 | – | 3,632 | +100.0% | 0.12% | – |
| BA | Buy | BOEING CO COMstock | $409,000 | +66.3% | 1,909 | +28.1% | 0.12% | +54.7% |
| SUSC | Buy | ISHARES ESG AWARE USD CORPORATE BOND ETFetf | $404,000 | +9.8% | 14,272 | +7.5% | 0.11% | +1.8% |
| ORCL | Buy | ORACLE CORPORATIONstock | $397,000 | +22.5% | 6,143 | +13.1% | 0.11% | +13.1% |
| MSI | MOTOROLA SOLUTIONS INC COM NEWstock | $390,000 | +8.3% | 2,293 | 0.0% | 0.11% | 0.0% | |
| DOV | Buy | DOVER CORP COMstock | $384,000 | +17.4% | 3,043 | +0.7% | 0.11% | +9.0% |
| SUSA | Buy | ISHARES MSCI USA ESG SELECT ETFetf | $387,000 | +17.3% | 4,694 | +109.3% | 0.11% | +7.9% |
| IDEV | Sell | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETFetf | $385,000 | +10.6% | 6,247 | -3.1% | 0.11% | +2.8% |
| MSM | Buy | MSC INDL DIRECT INC CL Astock | $385,000 | +45.8% | 4,562 | +9.2% | 0.11% | +34.6% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr | $378,000 | +43.2% | 3,469 | +6.5% | 0.11% | +32.1% |
| PYPL | Sell | PAYPAL HLDGS INC COMstock | $364,000 | +18.2% | 1,556 | -0.6% | 0.10% | +9.6% |
| NVS | Buy | NOVARTIS AG ADRadr | $355,000 | +47.3% | 3,761 | +35.9% | 0.10% | +35.1% |
| HBAN | Buy | HUNTINGTON BANCSHARES INC COMstock | $350,000 | +39.4% | 27,675 | +0.9% | 0.10% | +28.6% |
| BAC | Sell | BK OF AMERICA CORP COMstock | $347,000 | +9.5% | 11,469 | -12.8% | 0.10% | +1.0% |
| GILD | Buy | GILEAD SCIENCES INCstock | $348,000 | -1.7% | 5,981 | +6.8% | 0.10% | -9.3% |
| QCOM | Buy | QUALCOMM INC COMstock | $340,000 | +60.4% | 2,235 | +24.2% | 0.10% | +47.7% |
| ADBE | Sell | ADOBE SYS INCstock | $335,000 | -3.7% | 670 | -5.6% | 0.10% | -10.4% |
| EMR | Buy | EMERSON ELEC CO COMstock | $331,000 | +33.5% | 4,118 | +8.9% | 0.09% | +23.7% |
| GE | Buy | GENERAL ELECTRIC CO COMstock | $324,000 | +87.3% | 29,963 | +8.0% | 0.09% | +73.6% |
| ENB | Sell | ENBRIDGE INC COMstock | $326,000 | -18.5% | 10,198 | -25.5% | 0.09% | -24.6% |
| NFLX | Buy | NETFLIX COM INCstock | $319,000 | +10.0% | 590 | +1.7% | 0.09% | +2.3% |
| PEG | Buy | PUBLIC SVC ENTERPRISE GRP INC COMstock | $317,000 | +17.4% | 5,432 | +10.5% | 0.09% | +9.8% |
| VFC | Buy | V F CORP COMstock | $316,000 | +31.1% | 3,694 | +7.9% | 0.09% | +20.3% |
| ALL | Buy | ALLSTATE CORPstock | $308,000 | +17.1% | 2,799 | +0.1% | 0.09% | +8.8% |
| ACWV | Sell | ISHARES MSCI GLOBAL MIN VOL FACTOR ETFetf | $307,000 | -46.9% | 3,164 | -49.7% | 0.09% | -50.6% |
| ACN | Buy | ACCENTURE LTD BERMUDA CL Astock | $305,000 | +32.0% | 1,169 | +14.6% | 0.09% | +22.9% |
| D | Sell | DOMINION RESOURCES INCstock | $292,000 | -6.4% | 3,877 | -1.8% | 0.08% | -12.6% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC COMstock | $294,000 | +12.6% | 631 | +6.8% | 0.08% | +3.8% |
| ADSK | New | AUTODESK INCstock | $295,000 | – | 968 | +100.0% | 0.08% | – |
| DGX | Buy | QUEST DIAGNOSTICS INCstock | $287,000 | +7.9% | 2,410 | +3.9% | 0.08% | 0.0% |
| PAYX | Buy | PAYCHEX INCstock | $279,000 | +34.1% | 2,994 | +14.9% | 0.08% | +25.4% |
| AVGO | Buy | AVAGO TECHNOLOGIES LTDstock | $280,000 | +29.6% | 639 | +7.6% | 0.08% | +19.7% |
| CLX | Buy | CLOROX CO DEL COMstock | $277,000 | -3.8% | 1,375 | +0.5% | 0.08% | -11.4% |
| T | Buy | AT&T INC COMstock | $274,000 | +12.3% | 9,518 | +11.0% | 0.08% | +4.1% |
| MPW | Buy | MEDICAL PPTYS TRUST INC COMreit | $273,000 | +37.2% | 12,515 | +11.1% | 0.08% | +26.2% |
| HES | Sell | HESS CORP COMstock | $274,000 | +28.0% | 5,198 | -0.4% | 0.08% | +18.5% |
| INGR | Sell | INGREDION INC COMstock | $271,000 | -3.2% | 3,445 | -6.9% | 0.08% | -9.4% |
| CME | Buy | CHICAGO MERCANTILE HLDGS INCstock | $274,000 | +10.9% | 1,505 | +2.0% | 0.08% | +2.7% |
| DD | Sell | DUPONT DE NEMOURS INC COMstock | $270,000 | -2.2% | 3,795 | -23.7% | 0.08% | -9.5% |
| BP | Sell | BP PLC SPONSORED ADRadr | $263,000 | +17.4% | 12,807 | -0.3% | 0.07% | +8.8% |
| LOW | Buy | LOWES COS INC COMstock | $259,000 | +11.2% | 1,612 | +14.8% | 0.07% | +2.8% |
| APD | Sell | AIR PRODS & CHEMS INC COMstock | $254,000 | -8.6% | 928 | -0.5% | 0.07% | -15.3% |
| IBM | Sell | INTL BUSINESS MACHINESstock | $255,000 | -24.6% | 2,022 | -27.2% | 0.07% | -30.1% |
| COST | Sell | COSTCO WHOLESALE CORPstock | $247,000 | +5.6% | 655 | -0.8% | 0.07% | -1.4% |
| DHR | Buy | DANAHER CORPstock | $246,000 | +18.8% | 1,107 | +15.3% | 0.07% | +11.1% |
| ABC | Buy | AMERISOURCEBERGEN CORP COMstock | $245,000 | +11.4% | 2,504 | +10.1% | 0.07% | +3.0% |
| LGLV | Sell | SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETFetf | $244,000 | -30.7% | 2,036 | -37.3% | 0.07% | -35.5% |
| CRM | Buy | SALESFORCE COMstock | $245,000 | +7.5% | 1,099 | +21.2% | 0.07% | -1.4% |
| LLY | Sell | LILLY ELI & CO COMstock | $242,000 | +13.1% | 1,435 | -0.6% | 0.07% | +4.6% |
| MS | New | MORGAN STANLEYstock | $239,000 | – | 3,484 | +100.0% | 0.07% | – |
| PM | Buy | PHILIP MORRIS INTL INCstock | $237,000 | +16.7% | 2,867 | +5.9% | 0.07% | +8.1% |
| PBCT | PEOPLES BK BRIDGEPORT CNstock | $237,000 | +25.4% | 18,320 | 0.0% | 0.07% | +15.5% | |
| CR | New | CRANE CO COMstock | $235,000 | – | 3,026 | +100.0% | 0.07% | – |
| TGT | New | TARGET CORP COMstock | $231,000 | – | 1,309 | +100.0% | 0.06% | – |
| TJX | New | TJX COS INC NEW COMstock | $229,000 | – | 3,360 | +100.0% | 0.06% | – |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO COMstock | $228,000 | -3.8% | 3,671 | -6.8% | 0.06% | -11.1% |
| AMAT | New | APPLIED MATLS INC COMstock | $227,000 | – | 2,633 | +100.0% | 0.06% | – |
| EMN | New | EASTMAN CHEMICAL COstock | $226,000 | – | 2,255 | +100.0% | 0.06% | – |
| MUB | ISHARES AMT-FREE MUNI BOND ETFetf | $227,000 | +0.9% | 1,939 | 0.0% | 0.06% | -7.2% | |
| AMD | New | ADVANCED MICRO DEVICES INC COMstock | $225,000 | – | 2,451 | +100.0% | 0.06% | – |
| MMM | New | 3M CO COMstock | $224,000 | – | 1,281 | +100.0% | 0.06% | – |
| TM | New | TOYOTA MOTOR CORP SP ADR REP2COMadr | $218,000 | – | 1,408 | +100.0% | 0.06% | – |
| CMG | New | CHIPOTLE MEXICAN GRILL INCstock | $218,000 | – | 157 | +100.0% | 0.06% | – |
| ISBC | Buy | INVESTORS BANCORP INC NEW COMstock | $215,000 | +60.4% | 20,354 | +10.3% | 0.06% | +48.8% |
| ASML | New | ASML HOLDING N V N Y REGISTRY SHSadr | $216,000 | – | 443 | +100.0% | 0.06% | – |
| EPD | New | ENTERPRISE PRODS PARTNERS L Pstock | $217,000 | – | 11,072 | +100.0% | 0.06% | – |
| JKHY | New | HENRY JACK & ASSOC INCstock | $211,000 | – | 1,301 | +100.0% | 0.06% | – |
| DE | New | DEERE & CO COMstock | $213,000 | – | 791 | +100.0% | 0.06% | – |
| UL | New | UNILEVER PLC SPON ADR NEWadr | $213,000 | – | 3,529 | +100.0% | 0.06% | – |
| DUK | Sell | DUKE ENERGY CORP NEW COM NEWstock | $207,000 | -49.1% | 2,263 | -50.8% | 0.06% | -52.4% |
| CERN | Sell | CERNER CORPstock | $203,000 | -7.3% | 2,593 | -14.5% | 0.06% | -14.9% |
| MUFG | Exit | MITSUBISHI UFJ FINL GROUP INC SPONSOREDadr | $0 | – | -16,041 | -100.0% | -0.02% | – |
| BCS | Exit | BARCLAYS PLC ADRadr | $0 | – | -14,546 | -100.0% | -0.02% | – |
| COTY | Exit | COTY INC COM CL Astock | $0 | – | -30,467 | -100.0% | -0.02% | – |
| UBS | Exit | UBS AG NEW Fstock | $0 | – | -11,425 | -100.0% | -0.04% | – |
| FFBC | Exit | FIRST FINL BANCORP OH COMstock | $0 | – | -10,876 | -100.0% | -0.04% | – |
| M | Exit | MACYS INC COMstock | $0 | – | -25,021 | -100.0% | -0.04% | – |
| PRA | Exit | PROASSURANCE CORP COMstock | $0 | – | -10,000 | -100.0% | -0.05% | – |
| KR | Exit | KROGER CO COMstock | $0 | – | -6,292 | -100.0% | -0.06% | – |
| AEM | Exit | AGNICO EAGLE MINES LTD COMstock | $0 | – | -2,884 | -100.0% | -0.07% | – |
| EELV | Exit | INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETFetf | $0 | – | -11,859 | -100.0% | -0.07% | – |
| GOLD | Exit | BARRICK GOLD CORP Fstock | $0 | – | -8,861 | -100.0% | -0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-02
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/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 |
| 13F-HR | 2022-02-04 |
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.