LEGACY FINANCIAL ADVISORS, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PLD | 5K | $542.05K |
 | WMB | 5K | $298.82K |
 | NEM | 5K | $397.64K |
 | ZBH | 5K | $452.71K |
 | BKR | 5K | $222.75K |
 | O | 5K | $277.75K |
 | BABA | 5K | $814.50K |
 | SEIC | 5K | $385.73K |
 | DOV | 5K | $754.91K |
 | EQT | 4K | $240.69K |
 | CCEP | 4K | $397.06K |
 | ALL | 4K | $907.73K |
 | CVS | 4K | $314.83K |
 | PEG | 4K | $343.10K |
 | NFLX | 4K | $4.87M |
 | WELL | 4K | $710.44K |
 | TRGP | 4K | $666.83K |
 | XYZ | 4K | $284.60K |
 | TEL | 4K | $862.88K |
 | YUM | 4K | $596.49K |
Prologis, Inc.
PLD
Shares Held
5K
Value
$542.05K
The Williams Companies, Inc.
WMB
Shares Held
5K
Value
$298.82K
Newmont Corporation
NEM
Shares Held
5K
Value
$397.64K
Zimmer Biomet Holdings, Inc.
ZBH
Shares Held
5K
Value
$452.71K
Baker Hughes Company
BKR
Shares Held
5K
Value
$222.75K
Realty Income Corporation
O
Shares Held
5K
Value
$277.75K
Alibaba Group Holding Limited
BABA
Shares Held
5K
Value
$814.50K
SEI Investments Company
SEIC
Shares Held
5K
Value
$385.73K
Dover Corporation
DOV
Shares Held
5K
Value
$754.91K
EQT Corporation
EQT
Shares Held
4K
Value
$240.69K
Coca-Cola Europacific Partners PLC
CCEP
Shares Held
4K
Value
$397.06K
The Allstate Corporation
ALL
Shares Held
4K
Value
$907.73K
CVS Health Corporation
CVS
Shares Held
4K
Value
$314.83K
Public Service Enterprise Group Incorporated
PEG
Shares Held
4K
Value
$343.10K
Netflix, Inc.
NFLX
Shares Held
4K
Value
$4.87M
Welltower Inc.
WELL
Shares Held
4K
Value
$710.44K
Targa Resources Corp.
TRGP
Shares Held
4K
Value
$666.83K
Block, Inc.
XYZ
Shares Held
4K
Value
$284.60K
TE Connectivity Ltd.
TEL
Shares Held
4K
Value
$862.88K
Yum! Brands, Inc.
YUM
Shares Held
4K
Value
$596.49K