Portfolio (Quarterly)
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Legacy Financial Advisors, Inc.
· CIK 0001730810| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 241 | BNS | BANK OF NOVA SCOTIA CMN | Financial Services | 5,932.0 | $515K | 0.06% | NEW | — | $86.84 | -0.5% |
| 242 | HPQ | HP INC COM | Technology | 23,472.0 | $515K | 0.06% | NEW | — | $21.94 | +34.3% |
| 243 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 11,942.0 | $510K | 0.06% | NEW | — | $42.68 | +15.7% |
| 244 | PWR | QUANTA SERVICES INC | Industrials | 696.0 | $501K | 0.06% | NEW | — | $720.54 | -8.1% |
| 245 | FBIN | FORTUNE BRANDS INNOVATIONS INC COM | Industrials | 9,094.0 | $499K | 0.06% | NEW | — | $54.90 | -18.1% |
| 246 | ABT | ABBOTT LABORATORIES COM | Healthcare | 5,482.0 | $497K | 0.06% | NEW | — | $90.74 | +25.9% |
| 247 | HPE | HEWLETT PACKARD ENTERPRISE CO COM | Technology | 10,981.0 | $495K | 0.06% | NEW | — | $45.11 | +17.3% |
| 248 | ZM | ZOOM COMMUNICATIONS INC CL A | Technology | 5,623.0 | $485K | 0.06% | NEW | — | $86.31 | +23.2% |
| 249 | ADM | ARCHER DANIELS MIDLAND CO COM | Consumer Defensive | 6,314.0 | $482K | 0.06% | NEW | — | $76.40 | +6.9% |
| 250 | LULU | LULULEMON ATHLETICA INC | Consumer Cyclical | 4,224.0 | $482K | 0.06% | NEW | — | $114.17 | +1.3% |
| 251 | CSX | CSX CORP | Industrials | 10,043.0 | $477K | 0.06% | NEW | — | $47.53 | +7.2% |
| 252 | — | FORTINET INC COM | — | 3,078.0 | $473K | 0.06% | NEW | — | $153.64 | — |
| 253 | THO | THOR INDS INC | Consumer Cyclical | 6,285.0 | $472K | 0.06% | NEW | — | $75.16 | +4.8% |
| 254 | EXPD | EXPEDITORS INTL WASH INC | Industrials | 2,898.0 | $472K | 0.06% | NEW | — | $162.99 | +14.4% |
| 255 | DHR | DANAHER CORP | Healthcare | 2,425.0 | $462K | 0.06% | NEW | — | $190.51 | +13.3% |
| 256 | CAH | CARDINAL HEALTH INC | Healthcare | 1,916.0 | $455K | 0.06% | NEW | — | $237.53 | -3.8% |
| 257 | NOW | SERVICE NOW INC | Technology | 4,544.0 | $451K | 0.06% | NEW | — | $99.29 | +30.7% |
| 258 | EOG | EOG RESOURCES INC | Energy | 3,462.0 | $449K | 0.06% | NEW | — | $129.73 | +17.3% |
| 259 | ILMN | ILLUMINA INC | Healthcare | 2,554.0 | $449K | 0.06% | NEW | — | $175.83 | +21.3% |
| 260 | AEP | AMERICAN ELEC PWR CO INC COM | Utilities | 3,272.0 | $448K | 0.06% | NEW | — | $136.80 | -8.1% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
32.9%
Financial Services
18.0%
Industrials
9.9%
Consumer Cyclical
9.1%
Communication Services
8.5%
Healthcare
7.8%
Consumer Defensive
6.7%
Energy
2.7%
Utilities
2.6%
Basic Materials
1.6%