HoldingsChannel.com
Legacy Financial Advisors Inc. Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD (USMV) 1,897,861 +65,535 $121,653
     USMV1,897,861+65,535$121,653
ISHARES INC MSCI EAFE MINIMUM VOLATILITY INDEX FD (EFAV) 570,080 +23,108 $41,775
     EFAV570,080+23,108$41,775
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF (ITOT) 275,308 +11,180 $18,465
     ITOT275,308+11,180$18,465
ISHARES EDGE MSCI MIN VOL EMERGING MARKETS ETF (EEMV) 293,140 +18,229 $16,735
     EEMV293,140+18,229$16,735
PROCTER & GAMBLE CO COM 89,542 +315 $11,137
     PG89,542+315$11,137
ISHARES CORE DIVIDEND GROWTH ETF (DGRO) 186,753 +9,680 $7,309
     DGRO186,753+9,680$7,309
JPMORGAN CHASE & CO COM 31,351 -378 $3,690
     JPM31,351-378$3,690
SPDR BLOOMBERG BARCLAYS 1 3 MONTH T BILL ETF (BIL) 34,826 -555 $3,190
     BIL34,826-555$3,190
APPLE INC 12,874 +218 $2,883
     AAPL12,874+218$2,883
US BANCORP DEL COM NEW 50,208 +12 $2,778
     USB50,208+12$2,778
W P CAREY INC COM 30,726 UNCH $2,750
     WPC30,726UNCH$2,750
PNC FINL SVCS GROUP INC COM 17,419 +546 $2,441
     PNC17,419+546$2,441
BB&T CORP COM 42,918 -10 $2,291
     BBT42,918-10$2,291
ISHARES S&P 500 INDEX (IVV) 7,526 -852 $2,247
     IVV7,526-852$2,247
GOLDMAN SACHS ACCESS TREASURY 0 1 YEAR ETF (GBIL) 19,968 -315 $2,004
     GBIL19,968-315$2,004
BERKSHIRE HATHAWAY INC DEL CL B NEW      $1,891
     BRK.B9,090+3,702$1,891
MICROSOFT 13,359 +2,463 $1,857
     MSFT13,359+2,463$1,857
ISHARES CORE S&P MID CAP ETF (IJH) 9,347 -430 $1,806
     IJH9,347-430$1,806
ENBRIDGE INC COM 50,784 +6,035 $1,782
     ENB50,784+6,035$1,782
FIFTH THIRD BANCORP 60,128 -7,890 $1,646
     FITB60,128-7,890$1,646
ISHARES S&P SMALLCAP 600 ETF (IJR) 19,231 -111 $1,497
     IJR19,231-111$1,497
ISHARES CORE MSCI EAFE ETF (IEFA) 21,881 +21,881 $1,336
     IEFA21,881+21,881$1,336
SANOFI SA 27,372 +721 $1,268
     SNY27,372+721$1,268
LOEWS CORP COM 22,306 +4,515 $1,148
     L22,306+4,515$1,148
FIRST FINL BANCORP OH COM 44,895 UNCH $1,099
     FFBC44,895UNCH$1,099
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 20,579 -340 $1,093
     BAM20,579-340$1,093
ISHARES CORE S&P U.S. GROWTH ETF (IUSG) 16,456 +715 $1,035
     IUSG16,456+715$1,035
INTEL CORP COM 19,680 -113 $1,014
     INTC19,680-113$1,014
DISNEY WALT CO COM DISNEY 7,696 -123 $1,003
     DIS7,696-123$1,003
CVS HEALTH CORP COM 15,453 +2,206 $975
     CVS15,453+2,206$975
DOMINION RESOURCES INC 12,019 -110 $974
     D12,019-110$974
CSX CORP 13,755 +20 $953
     CSX13,755+20$953
AMAZON.COM INC 538 -26 $934
     AMZN538-26$934
HOME DEPOT 3,968 +22 $921
     HD3,968+22$921
ROYAL GOLD INC 7,018 -2,530 $865
     RGLD7,018-2,530$865
ISHARES MSCI EAFE ETF (EFA) 13,076 UNCH $853
     EFA13,076UNCH$853
ANHEUSER BUSCH 8,779 -193 $835
     BUD8,779-193$835
ISHARES MSCI USA ESG OPTIMIZED ETF (ESGU) 12,775 +9,407 $835
     ESGU12,775+9,407$835
DUKE ENERGY CORP NEW COM NEW 8,627 -6 $827
     DUK8,627-6$827
CINTAS CORP 2,967 -9 $796
     CTAS2,967-9$796
JOHNSON & JOHNSON COM 6,139 -33 $794
     JNJ6,139-33$794
LIBERTY GLOBAL PLC SHS CL C 32,971 -645 $784
     LBTYK32,971-645$784
EXXON MOBIL CORP COM 10,735 -683 $758
     XOM10,735-683$758
ISHARES EDGE MSCI MIN VOL GLOBAL ETF (ACWV) 7,900 -586 $749
     ACWV7,900-586$749
SCHLUMBERGER LTD COM 21,783 +5,262 $744
     SLB21,783+5,262$744
DUPONT DE NEMOURS INC COM 10,245 +5,236 $731
     DD10,245+5,236$731
ISHARES MODERATE ALLOCATION FUND (AOM) 18,382 UNCH $722
     AOM18,382UNCH$722
COCA COLA CO COM 12,624 -126 $687
     KO12,624-126$687
SPDR S&P 500 ETF (SPY) 2,312 +411 $686
     SPY2,312+411$686
VISA INC 3,866 +7 $665
     V3,866+7$665

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 09/30/2019: $300,810
At 06/30/2019: $282,769

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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