LEGACY FINANCIAL ADVISORS, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PSX | 11K | $1.47M |
 | ABT | 11K | $1.44M |
 | CRBG | 11K | $341.31K |
 | D | 10K | $635.62K |
 | CG | 10K | $649.22K |
 | MO | 10K | $682.31K |
 | CTVA | 10K | $697.42K |
 | PM | 10K | $1.65M |
 | BA | 10K | $2.20M |
 | BAX | 10K | $228.62K |
 | TJX | 10K | $1.44M |
 | CRM | 10K | $2.36M |
 | TSM | 10K | $2.66M |
 | TTE | 9K | $562.94K |
 | ABBV | 9K | $2.18M |
 | NDAQ | 9K | $811.38K |
 | UBER | 9K | $859.59K |
 | BN | 9K | $597.00K |
 | COF | 9K | $1.85M |
 | RTX | 8K | $1.41M |
Phillips 66
PSX
Shares Held
11K
Value
$1.47M
Abbott Laboratories
ABT
Shares Held
11K
Value
$1.44M
Corebridge Financial, Inc.
CRBG
Shares Held
11K
Value
$341.31K
Dominion Energy, Inc.
D
Shares Held
10K
Value
$635.62K
The Carlyle Group Inc.
CG
Shares Held
10K
Value
$649.22K
Altria Group, Inc.
MO
Shares Held
10K
Value
$682.31K
Corteva, Inc.
CTVA
Shares Held
10K
Value
$697.42K
Philip Morris International Inc.
PM
Shares Held
10K
Value
$1.65M
The Boeing Company
BA
Shares Held
10K
Value
$2.20M
Baxter International Inc.
BAX
Shares Held
10K
Value
$228.62K
The TJX Companies, Inc.
TJX
Shares Held
10K
Value
$1.44M
Salesforce, Inc.
CRM
Shares Held
10K
Value
$2.36M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
10K
Value
$2.66M
TotalEnergies SE
TTE
Shares Held
9K
Value
$562.94K
AbbVie Inc.
ABBV
Shares Held
9K
Value
$2.18M
Nasdaq, Inc.
NDAQ
Shares Held
9K
Value
$811.38K
Uber Technologies, Inc.
UBER
Shares Held
9K
Value
$859.59K
Brookfield Corporation
BN
Shares Held
9K
Value
$597.00K
Capital One Financial Corporation
COF
Shares Held
9K
Value
$1.85M
RTX Corporation
RTX
Shares Held
8K
Value
$1.41M