News + Filings Holdings
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Legacy Financial Advisors, Inc.
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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PIMCO ETF Trust
| MUNI | Common | 0 | -200,250 | 0 | -10,037,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| SUB | Common | 0 | -72,657 | 0 | -7,459,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD BOND INDEX FUNDS
| BIV | Common | 0 | -53,353 | 0 | -3,920,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VWO | Common | 0 | -49,801 | 0 | -1,817,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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GAP INC
| GPS | Common | 0 | -60,662 | 0 | -498,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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DOMINION ENERGY, INC
| D | Common | 0 | -7,022 | 0 | -485,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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CITIZENS FINANCIAL GROUP INC/RI
| CFG | COM | 0 | -12,988 | 0 | -446,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Crane NXT, Co.
| CR | Stock | 0 | -4,908 | 0 | -430,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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PayPal Holdings, Inc.
| PYPL | COM | 0 | -4,508 | 0 | -388,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| HYMB | Common | 0 | -8,061 | 0 | -386,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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CVS HEALTH Corp
| CVS | Common | 0 | -4,038 | 0 | -385,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Energy Transfer LP
| ET | Common | 0 | -32,000 | 0 | -353,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Vanguard Growth ETF
| VUG | ETF | 0 | -1,536 | 0 | -329,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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MEDICAL PROPERTIES TRUST INC
| MPW | Common | 0 | -25,237 | 0 | -299,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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V F CORP
| VFC | Common | 0 | -9,596 | 0 | -287,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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COMERICA INC /NEW/
| CMA | Common | 0 | -3,978 | 0 | -283,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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RAYMOND JAMES FINANCIAL INC
| RJF | Common | 0 | -2,661 | 0 | -263,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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United Airlines Holdings, Inc.
| UAL | COM | 0 | -8,010 | 0 | -261,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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ENTERPRISE PRODUCTS PARTNERS L.P.
| EPD | Common | 0 | -10,000 | 0 | -238,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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TORONTO DOMINION BANK
| TD | Common | 0 | -3,700 | 0 | -227,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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LIN Media LLC
| LIN | COMMON STOCK | 0 | -816 | 0 | -220,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SCHWAB CHARLES CORP
| SCHW | Common | 0 | -3,050 | 0 | -219,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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ELECTRONIC ARTS INC.
| EA | Common | 0 | -1,834 | 0 | -212,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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DOLLAR GENERAL CORP
| DG | COM | 0 | -876 | 0 | -210,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SKYWEST INC
| SKYW | Common | 0 | -10,000 | 0 | -163,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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GOODYEAR TIRE & RUBBER CO /OH/
| GT | Common | 0 | -15,327 | 0 | -155,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SIRIUS XM HOLDINGS INC.
| SIRI | COM | 0 | -14,966 | 0 | -85,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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BANK BRADESCO
| BBD | ADR | 0 | -20,586 | 0 | -76,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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NOKIA CORP
| NOK | SPONSORED ADR | 0 | -17,002 | 0 | -73,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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