HoldingsChannel.com
Legacy Financial Advisors Inc. Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD (USMV) 1,912,878 +15,017 $125,485
     USMV1,912,878+15,017$125,485
ISHARES INC MSCI EAFE MINIMUM VOLATILITY INDEX FD (EFAV) 575,665 +5,585 $42,910
     EFAV575,665+5,585$42,910
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF (ITOT) 283,344 +8,036 $20,596
     ITOT283,344+8,036$20,596
ISHARES EDGE MSCI MIN VOL EMERGING MARKETS ETF (EEMV) 299,862 +6,722 $17,590
     EEMV299,862+6,722$17,590
PROCTER & GAMBLE CO COM 91,399 +1,857 $11,416
     PG91,399+1,857$11,416
ISHARES CORE DIVIDEND GROWTH ETF (DGRO) 178,390 -8,363 $7,505
     DGRO178,390-8,363$7,505
JPMORGAN CHASE & CO COM 31,428 +77 $4,381
     JPM31,428+77$4,381
APPLE INC 12,721 -153 $3,736
     AAPL12,721-153$3,736
SPDR BLOOMBERG BARCLAYS 1 3 MONTH T BILL ETF (BIL) 34,826 UNCH $3,184
     BIL34,826UNCH$3,184
ISHARES CORE MSCI EAFE ETF (IEFA) 47,643 +25,762 $3,108
     IEFA47,643+25,762$3,108
US BANCORP DEL COM NEW 50,183 -25 $2,975
     USB50,183-25$2,975
PNC FINL SVCS GROUP INC COM 17,467 +48 $2,788
     PNC17,467+48$2,788
W P CAREY INC COM 30,726 UNCH $2,459
     WPC30,726UNCH$2,459
ISHARES S&P 500 INDEX (IVV) 7,372 -154 $2,383
     IVV7,372-154$2,383
TRUIST FINL CORP COM 40,996 +40,996 $2,309
     TFC40,996+40,996$2,309
MICROSOFT 13,233 -126 $2,087
     MSFT13,233-126$2,087
BERKSHIRE HATHAWAY INC DEL CL B NEW      $2,055
     BRK.B9,071-19$2,055
ENBRIDGE INC COM 50,648 -136 $2,014
     ENB50,648-136$2,014
ISHARES CORE S&P MID CAP ETF (IJH) 9,745 +398 $2,006
     IJH9,745+398$2,006
GOLDMAN SACHS ACCESS TREASURY 0 1 YEAR ETF (GBIL) 19,968 UNCH $2,000
     GBIL19,968UNCH$2,000
FIFTH THIRD BANCORP 60,199 +71 $1,851
     FITB60,199+71$1,851
ISHARES S&P SMALLCAP 600 ETF (IJR) 19,933 +702 $1,671
     IJR19,933+702$1,671
SANOFI SA 27,512 +140 $1,381
     SNY27,512+140$1,381
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 20,515 -64 $1,186
     BAM20,515-64$1,186
LOEWS CORP COM 22,366 +60 $1,174
     L22,366+60$1,174
FIRST FINL BANCORP OH COM 44,895 UNCH $1,142
     FFBC44,895UNCH$1,142
CVS HEALTH CORP COM 15,223 -230 $1,131
     CVS15,223-230$1,131
DISNEY WALT CO COM DISNEY 7,719 +23 $1,116
     DIS7,719+23$1,116
INTEL CORP COM 18,578 -1,102 $1,112
     INTC18,578-1,102$1,112
AMAZON.COM INC 558 +20 $1,031
     AMZN558+20$1,031
CSX CORP 13,754 -1 $995
     CSX13,754-1$995
ISHARES MSCI USA ESG OPTIMIZED ETF (ESGU) 13,927 +1,152 $993
     ESGU13,927+1,152$993
DOMINION RESOURCES INC 11,928 -91 $988
     D11,928-91$988
ANHEUSER BUSCH 11,624 +2,845 $954
     BUD11,624+2,845$954
JOHNSON & JOHNSON COM 6,531 +392 $953
     JNJ6,531+392$953
HOME DEPOT 4,291 +323 $937
     HD4,291+323$937
AGNICO EAGLE MINES LTD COM 15,175 +3,395 $935
     AEM15,175+3,395$935
ISHARES MSCI EAFE ETF (EFA) 12,861 -215 $893
     EFA12,861-215$893
SCHLUMBERGER LTD COM 21,842 +59 $878
     SLB21,842+59$878
DUKE ENERGY CORP NEW COM NEW 8,591 -36 $784
     DUK8,591-36$784
CERNER CORP 10,404 +2,365 $764
     CERN10,404+2,365$764
VISA INC 3,964 +98 $745
     V3,964+98$745
ISHARES MODERATE ALLOCATION FUND (AOM) 18,382 UNCH $738
     AOM18,382UNCH$738
EXXON MOBIL CORP COM 10,458 -277 $730
     XOM10,458-277$730
CINTAS CORP 2,700 -267 $727
     CTAS2,700-267$727
ALPHABET INC CAP STK CL C 542 -1 $725
     GOOG542-1$725
LIBERTY GLOBAL PLC SHS CL C 32,971 UNCH $719
     LBTYK32,971UNCH$719
SNAP ON INC COM 4,096 +87 $694
     SNA4,096+87$694
SPDR S&P 500 ETF (SPY) 2,149 -163 $692
     SPY2,149-163$692
COCA COLA CO COM 12,237 -387 $677
     KO12,237-387$677

See Full List: All Stocks Held By Legacy Financial Advisors Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Legacy Financial Advisors Inc.

Size ($ in 1000's)
At 12/31/2019: $316,183
At 09/30/2019: $300,810

Legacy Financial Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Legacy Financial Advisors Inc. 13F filings. Link to 13F filings: SEC filings

Legacy Financial Advisors Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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