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Legacy Financial Advisors, Inc. Buys iShares Core U.S. ...

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·8 min read
In this article:
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Investment company Legacy Financial Advisors, Inc. (Current Portfolio) buys iShares Core U.S. Aggregate Bond ETF, WisdomTree Global ex-U.S. Quality Dividend Growth , BTC iShares Core MSCI EAFE ETF, iShares MSCI Emerging Markets ETF, Lockheed Martin Corp, sells BTC iShares U.S. Treasury Bond ETF, BTC iShares MSCI USA Min Vol Factor ETF, BTC iShares MSCI EAFE Min Vol Factor ETF, BTC iShares International Dividend Growth ETF, AT&T Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Legacy Financial Advisors, Inc.. As of 2021Q4, Legacy Financial Advisors, Inc. owns 205 stocks with a total value of $436 million. These are the details of the buys and sells.

  • New Purchases: DNL, LMT, TTE, CVS, ANTM, SHW, PLD, MDLZ, MNST, DEO, VO, MCO, ALSN, NOW, VEA, WM, VRSN, XLK, REGN, ORLY, DD, CCI, SCHW, CAT, CTRA, AON, ADI,

  • Added Positions: AGG, DGRO, IEFA, EEM, ITOT, MSFT, FITB, BTEK, AAPL, NVS, IVV, GOOGL, CRM, V, GOOG, AMZN, BA, CHRW, INTC, JNJ, ORCL, PFE, QCOM, FB, ACN, AMGN, ADSK, CVX, CSCO, KO, DE, EMN, XOM, JPM, MRK, NVDA, NFLX, NKE, TXN, UL, UNP, UPS, VZ, DIS, MA, VIG, CB, AMD, ABC, ADP, BCE, BRK.B, BLK, CME, CLX, COP, COST, CR, CFR, DHR, LLY, NEE, GD, GILD, IBM, INTU, ISRG, MSM, MCD, MPW, NVO, PAYX, PEP, PEG, RY, SONY, TJX, TSM, TM, RTX, UNH, VFC, AVGO, TSLA, HII, ABBV, LGLV, SCZ, MMM, APD, MO, AMT, AMAT, BP, BAC, BMY, CNP, CMA, INGR, D, DOV, HBAN, ISBC, JKHY, KR, LECO, LOW, SPGI, MCHP, MS, NSC, OMC, LIN, PFG, PGR, DGX, RJF, RHI, SWKS, SNA, TMO, WFC, PM, IJR, VNQ,

  • Reduced Positions: GOVT, USMV, EFAV, IGRO, SPY, SBUX, VTI, ESGU, BNDW, ADBE, IDLV, PYPL, MDT, HON, GE, MUFG, AZN, ACWV, IWV, ENB, C, IDEV, ABT, CTAS, CMCSA, HMOP, GS, MPC, CMG, TGT,

  • Sold Out: T, COF, VUG, AEZS,


For the details of Legacy Financial Advisors, Inc.'s stock buys and sells,
go to https://www.gurufocus.com/guru/legacy+financial+advisors%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Legacy Financial Advisors, Inc.

  1. BTC iShares MSCI USA Min Vol Factor ETF (USMV) - 903,009 shares, 16.76% of the total portfolio. Shares reduced by 26.69%

  2. iShares Core S&P Total U.S. Stock Market ETF (ITOT) - 676,446 shares, 16.60% of the total portfolio. Shares added by 2.58%

  3. iShares Core Dividend Growth ETF (DGRO) - 943,968 shares, 12.04% of the total portfolio. Shares added by 8.59%

  4. iShares Core U.S. Aggregate Bond ETF (AGG) - 230,404 shares, 6.03% of the total portfolio. Shares added by 9629.90%

  5. BTC iShares MSCI EAFE Min Vol Factor ETF (EFAV) - 242,623 shares, 4.27% of the total portfolio. Shares reduced by 27.97%

New Purchase: WisdomTree Global ex-U.S. Quality Dividend Growth (DNL)

Legacy Financial Advisors, Inc. initiated holding in WisdomTree Global ex-U.S. Quality Dividend Growth . The purchase prices were between $39.96 and $43.57, with an estimated average price of $42.1. The stock is now traded at around $40.900000. The impact to a portfolio due to this purchase was 2.75%. The holding were 275,119 shares as of 2021-12-31.

New Purchase: Lockheed Martin Corp (LMT)

Legacy Financial Advisors, Inc. initiated holding in Lockheed Martin Corp. The purchase prices were between $326.31 and $376.33, with an estimated average price of $345.82. The stock is now traded at around $388.870000. The impact to a portfolio due to this purchase was 0.12%. The holding were 1,515 shares as of 2021-12-31.

New Purchase: TotalEnergies SE (TTE)

Legacy Financial Advisors, Inc. initiated holding in TotalEnergies SE. The purchase prices were between $45.99 and $52.32, with an estimated average price of $49.79. The stock is now traded at around $58.345000. The impact to a portfolio due to this purchase was 0.07%. The holding were 6,087 shares as of 2021-12-31.

New Purchase: CVS Health Corp (CVS)

Legacy Financial Advisors, Inc. initiated holding in CVS Health Corp. The purchase prices were between $83.15 and $103.7, with an estimated average price of $92.68. The stock is now traded at around $108.660000. The impact to a portfolio due to this purchase was 0.07%. The holding were 2,794 shares as of 2021-12-31.

New Purchase: Diageo PLC (DEO)

Legacy Financial Advisors, Inc. initiated holding in Diageo PLC. The purchase prices were between $192.75 and $221.79, with an estimated average price of $205.45. The stock is now traded at around $205.545000. The impact to a portfolio due to this purchase was 0.06%. The holding were 1,130 shares as of 2021-12-31.

New Purchase: Prologis Inc (PLD)

Legacy Financial Advisors, Inc. initiated holding in Prologis Inc. The purchase prices were between $126.43 and $168.36, with an estimated average price of $149.88. The stock is now traded at around $154.370000. The impact to a portfolio due to this purchase was 0.06%. The holding were 1,669 shares as of 2021-12-31.

Added: iShares Core U.S. Aggregate Bond ETF (AGG)

Legacy Financial Advisors, Inc. added to a holding in iShares Core U.S. Aggregate Bond ETF by 9629.90%. The purchase prices were between $113.17 and $115.05, with an estimated average price of $114.13. The stock is now traded at around $110.595000. The impact to a portfolio due to this purchase was 5.97%. The holding were 230,404 shares as of 2021-12-31.

Added: BTC iShares Core MSCI EAFE ETF (IEFA)

Legacy Financial Advisors, Inc. added to a holding in BTC iShares Core MSCI EAFE ETF by 24.09%. The purchase prices were between $71.13 and $76.32, with an estimated average price of $74.06. The stock is now traded at around $71.865000. The impact to a portfolio due to this purchase was 0.67%. The holding were 200,679 shares as of 2021-12-31.

Added: iShares MSCI Emerging Markets ETF (EEM)

Legacy Financial Advisors, Inc. added to a holding in iShares MSCI Emerging Markets ETF by 224.56%. The purchase prices were between $47.41 and $51.73, with an estimated average price of $49.73. The stock is now traded at around $48.635000. The impact to a portfolio due to this purchase was 0.53%. The holding were 68,436 shares as of 2021-12-31.

Added: BlackRock Future Tech ETF (BTEK)

Legacy Financial Advisors, Inc. added to a holding in BlackRock Future Tech ETF by 74.09%. The purchase prices were between $32.68 and $39.05, with an estimated average price of $35.93. The stock is now traded at around $27.290000. The impact to a portfolio due to this purchase was 0.11%. The holding were 31,227 shares as of 2021-12-31.

Added: Novartis AG (NVS)

Legacy Financial Advisors, Inc. added to a holding in Novartis AG by 87.04%. The purchase prices were between $79.7 and $88.13, with an estimated average price of $83.08. The stock is now traded at around $86.280000. The impact to a portfolio due to this purchase was 0.06%. The holding were 6,421 shares as of 2021-12-31.

Added: Salesforce.com Inc (CRM)

Legacy Financial Advisors, Inc. added to a holding in Salesforce.com Inc by 38.22%. The purchase prices were between $247.21 and $309.96, with an estimated average price of $280.77. The stock is now traded at around $220.000000. The impact to a portfolio due to this purchase was 0.04%. The holding were 2,224 shares as of 2021-12-31.

Sold Out: AT&T Inc (T)

Legacy Financial Advisors, Inc. sold out a holding in AT&T Inc. The sale prices were between $22.17 and $27.35, with an estimated average price of $24.71.

Sold Out: Capital One Financial Corp (COF)

Legacy Financial Advisors, Inc. sold out a holding in Capital One Financial Corp. The sale prices were between $138.35 and $173.25, with an estimated average price of $154.18.

Sold Out: Vanguard Growth ETF (VUG)

Legacy Financial Advisors, Inc. sold out a holding in Vanguard Growth ETF. The sale prices were between $286.58 and $325.19, with an estimated average price of $312.45.

Sold Out: AEterna Zentaris Inc (AEZS)

Legacy Financial Advisors, Inc. sold out a holding in AEterna Zentaris Inc. The sale prices were between $0.36 and $0.76, with an estimated average price of $0.52.



Here is the complete portfolio of Legacy Financial Advisors, Inc.. Also check out:

1. Legacy Financial Advisors, Inc.'s Undervalued Stocks

2. Legacy Financial Advisors, Inc.'s Top Growth Companies, and

3. Legacy Financial Advisors, Inc.'s High Yield stocks

4. Stocks that Legacy Financial Advisors, Inc. keeps buyingThis article first appeared on GuruFocus.