LEGACY FINANCIAL ADVISORS, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PLTR | 14K | $2.60M |
 | AZN | 14K | $1.06M |
 | UBS | 13K | $550.69K |
 | V | 13K | $4.51M |
 | FFBC | 13K | $332.38K |
 | DIS | 13K | $1.49M |
 | RIO | 12K | $809.35K |
 | KMI | 12K | $342.49K |
 | NU | 12K | $189.72K |
 | CTRA | 12K | $274.86K |
 | AIG | 12K | $905.24K |
 | GEHC | 11K | $861.13K |
 | META | 11K | $8.35M |
 | XEL | 11K | $914.33K |
 | NEE | 11K | $845.80K |
 | SHOP | 11K | $1.66M |
 | ADT | 11K | $95.50K |
 | SBUX | 11K | $923.82K |
 | HPE | 11K | $266.84K |
 | BHP | 11K | $601.79K |
Palantir Technologies Inc.
PLTR
Shares Held
14K
Value
$2.60M
AstraZeneca PLC
AZN
Shares Held
14K
Value
$1.06M
UBS Group AG
UBS
Shares Held
13K
Value
$550.69K
Visa Inc.
V
Shares Held
13K
Value
$4.51M
First Financial Bancorp.
FFBC
Shares Held
13K
Value
$332.38K
The Walt Disney Company
DIS
Shares Held
13K
Value
$1.49M
Rio Tinto Group
RIO
Shares Held
12K
Value
$809.35K
Kinder Morgan, Inc.
KMI
Shares Held
12K
Value
$342.49K
Nu Holdings Ltd.
NU
Shares Held
12K
Value
$189.72K
Coterra Energy Inc.
CTRA
Shares Held
12K
Value
$274.86K
American International Group, Inc.
AIG
Shares Held
12K
Value
$905.24K
GE HealthCare Technologies Inc.
GEHC
Shares Held
11K
Value
$861.13K
Meta Platforms, Inc.
META
Shares Held
11K
Value
$8.35M
Xcel Energy Inc.
XEL
Shares Held
11K
Value
$914.33K
NextEra Energy, Inc.
NEE
Shares Held
11K
Value
$845.80K
Shopify Inc.
SHOP
Shares Held
11K
Value
$1.66M
ADT Inc.
ADT
Shares Held
11K
Value
$95.50K
Starbucks Corporation
SBUX
Shares Held
11K
Value
$923.82K
Hewlett Packard Enterprise Company
HPE
Shares Held
11K
Value
$266.84K
BHP Group Limited
BHP
Shares Held
11K
Value
$601.79K