LF

Legacy Financial Advisors, Inc.

13F
Legacy Financial Advisors, Inc.
Last update 2024-08-13 334 Stocks (37 new)
Value $562.00 Mil Turnover 5 %
Countries:
Top Holdings: DGRW(10.77%)ITOT(4.66%)DWM(3.60%)XC(3.39%)DNL(3.35%)
Portfolio Report
Summary Stock Picks Current Portfolio
Legacy Financial Advisors, Inc... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DGRW 		WisdomTree U.S. Dividend Growth Fund
774,989
60487.870
-3.70%
10.770
-0.41%
-
+10.80%
+20.48%
14990.824
 
ITOT 		iShares Core S&P Total U.S. Stock Market ETF
220,361
26174.540
-1.45%
4.660
-0.07%
-
+13.70%
+23.67%
64052.499
 
DWM 		WisdomTree International Equity Fund
376,577
20229.740
-5.22%
3.600
-0.20%
-
+4.96%
+4.46%
523.818
 
XC 		WisdomTree Emerging Markets Ex-China
592,338
19015.710
-0.34%
3.390
-0.01%
-
+5.52%
+9.27%
54.910
 
DNL 		WisdomTree Global ex-U.S. Quality Dividend Growth Fund
481,554
18819.140
-3.57%
3.350
-0.12%
-
+1.27%
+1.00%
594.024
 
QGRW 		WisdomTree U.S. Quality Growth Fund
386,210
17313.820
-16.10%
3.080
-0.55%
-
+17.20%
+30.56%
548.046
 
GQI 		Natixis Gateway Quality Income ETF
297,929
16020.770
+5.94%
2.850
+0.16%
-
+8.01%
+8.20%
125.736
 
AAPL 		Apple Inc
75,663
15936.150
+2.62%
2.840
+0.07%
0.000
+7.59%
+16.11%
3366293.782
Hardware
QSY 		WISDOMTREE U.S. VALUE FUND
210,497
15364.080
+11.12%
2.740
+0.27%
-
+6.47%
+16.87%
0.000
 
MSFT 		Microsoft Corp
34,001
15196.800
+2.06%
2.710
+0.05%
0.000
+5.34%
+12.35%
3123988.204
Software

Legacy Financial Advisors, Inc.'s Historical Top Holdings Breakdowns

Legacy Financial Advisors, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
USMV 		iShares MSCI USA Min Vol Factor ETF2024-06-30Reduce
-0.65%
●
79.92 ($82.4) 84.63
$92.45
12.20%
Reduce -30.32%
99,715
-43,393
IVV 		iShares Core S&P 500 ETF2024-06-30Reduce
-0.57%
●
497.53 ($525.83) 549.64
$593.88
12.94%
Reduce -49.34%
6,161
-6,000
QGRW 		WisdomTree U.S. Quality Growth Fund2024-06-30Reduce
-0.55%
●
38.36 ($41.79) 45.27
$47.76
14.29%
Reduce -16.1%
386,210
-74,120
DGRW 		WisdomTree U.S. Dividend Growth Fund2024-06-30Reduce
-0.41%
●
72.31 ($75.57) 79.02
$84.67
12.04%
Reduce -3.7%
774,989
-29,785
IJH 		iShares Core S&P Mid-Cap ETF2024-06-30Reduce
-0.39%
●
56.43 ($58.75) 60.79
$65.71
11.85%
Reduce -73.14%
13,096
-35,657
QSY 		WISDOMTREE U.S. VALUE FUND2024-06-30Add
+0.27%
●
70.89 ($73.2) 75.25
$63.37
-13.43%
Add 11.12%
210,497
21,057
ESGU 		iShares MSCI USA ESG Optimized ETF2024-06-30Reduce
-0.24%
●
108.69 ($114.86) 119.84
$129.83
13.03%
Reduce -81.47%
2,629
-11,562
IJR 		iShares Core S&P Small-Cap ETF2024-06-30Reduce
-0.23%
●
102.13 ($106.99) 110.88
$124.40
16.27%
Reduce -75.35%
3,772
-11,533
SPHQ 		Invesco S&P 500 Quality ETF2024-06-30New Buy
+0.23%
●
57.33 ($60.96) 65.34
$67.93
11.43%
New holding
20,247
20,247
DWM 		WisdomTree International Equity Fund2024-06-30Reduce
-0.20%
●
52.54 ($54.74) 56.44
$54.85
0.20%
Reduce -5.22%
376,577
-20,736

Legacy Financial Advisors, Inc. Total Holding History ($B)

To

Legacy Financial Advisors, Inc.'s Asset Allocation

To

Legacy Financial Advisors, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Legacy Financial Advisors, Inc.'s Hypothetical Growth since 2024-06-30

Legacy Financial Advisors, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Legacy Financial Advisors, Inc.'s Holdings Heat Map

Size field:

Legacy Financial Advisors, Inc.'s Holdings Bubble Chart

Legacy Financial Advisors, Inc. News

  • 1

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