IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Legacy Financial Advisors, Inc.

Q3 2019 Holdings

Filed 2019-11-07 | 113 holdings | $1.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Corteva Inc COM(CTVA)Stock22052L104$462.0K16,50132.1%
Cisco SYS Inc(CSCO)Stock17275R102$413.0K8,36628.7%
Abbvie Inc COM(ABBV)Stock00287Y109$265.0K3,49918.4%
Ishares TR Msci USA Minimum Volatility Index FD(USMV)ETF46429B697$121.7K1,897,8618.5%
Ishares Inc Msci Eafe Minimum Volatility Index FD(EFAV)ETF46429B689$41.8K570,0802.9%
Ishares Core S&P Total U.S. Stock Market ETF(ITOT)ETF464287150$18.5K275,3081.3%
Ishares Edge Msci MIN VOL Emerging Markets ETF(EEMV)ETF464286533$16.7K293,1401.2%
Procter & Gamble Co COM(PG)Stock742718109$11.1K89,5420.8%
Ishares Core Dividend Growth ETF(DGRO)ETF46434V621$7.3K186,7530.5%
JPMorgan Chase & Co COM(JPM)Stock46625H100$3.7K31,3510.3%
Spdr Bloomberg Barclays 1-3 Month T-Bill ETF(BIL)ETF78468R663$3.2K34,8260.2%
Apple Inc(AAPL)Stock037833100$2.9K12,8740.2%
US Bancorp del COM New(USB)Stock902973304$2.8K50,2080.2%
W P Carey Inc COM(WPC)REIT92936U109$2.8K30,7260.2%
PNC Finl Svcs Group Inc COM(PNC)Stock693475105$2.4K17,4190.2%
BB&T Corp COM(BBTUSD)Stock054937107$2.3K42,9180.2%
Ishares S&P 500 Index(IVV)ETF464287200$2.2K7,5260.2%
Goldman Sachs Access Treasury 0-1 Year ETF(GBIL)ETF381430529$2.0K19,9680.1%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$1.9K9,0900.1%
Microsoft(MSFT)Stock594918104$1.9K13,3590.1%
Ishares Core S&P Mid Cap ETF(IJH)ETF464287507$1.8K9,3470.1%
Enbridge Inc COM(ENB)Stock29250N105$1.8K50,7840.1%
Fifth Third Bancorp(FITB)Stock316773100$1.6K60,1280.1%
Ishares S&P Smallcap 600 ETF(IJR)ETF464287804$1.5K19,2310.1%
Ishares Core Msci Eafe ETF(IEFA)ETF46432F842$1.3K21,8810.1%
Sanofi SA(SNY)ADR80105N105$1.3K27,3720.1%
Loews Corp COM(L)Stock540424108$1.1K22,3060.1%
First Finl Bancorp OH COM(FFBC)Stock320209109$1.1K44,8950.1%
Brookfield Asset Mgmt Inc CL A LTD VT SHStock112585104$1.1K20,5790.1%
Ishares Core S&P U.S. Growth ETF(IUSG)ETF464287671$1.0K16,4560.1%
Intel Corp COM(INTC)Stock458140100$1.0K19,6800.1%
Disney Walt Co COM Disney(DIS)Stock254687106$1.0K7,6960.1%
CVS Health Corp COM(CVS)Stock126650100$97515,4530.1%
Dominion Resources Inc(D)Stock25746U109$97412,0190.1%
CSX Corp(CSX)Stock126408103$95313,7550.1%
Amazon.com Inc(AMZN)Stock023135106$9345380.1%
Home Depot(HD)Stock437076102$9213,9680.1%
Royal Gold Inc(RGLD)Stock780287108$8657,0180.1%
Ishares Msci Eafe ETF(EFA)ETF464287465$85313,0760.1%
Ishares Msci USA ESG Optimized ETF(ESGU)ETF46435G425$83512,7750.1%
Anheuser Busch(BUD)ADR03524A108$8358,7790.1%
Duke Energy Corp New COM New(DUK)Stock26441C204$8278,6270.1%
Cintas Corp(CTAS)Stock172908105$7962,9670.1%
Johnson & Johnson COM(JNJ)Stock478160104$7946,1390.1%
Liberty Global PLC SHS CL CStockG5480U120$78432,9710.1%
Exxon Mobil Corp COM(XOM)Stock30231G102$75810,7350.1%
Ishares Edge Msci MIN VOL Global ETF(ACWV)ETF464286525$7497,9000.1%
Schlumberger LTD COM(SLB)Stock806857108$74421,7830.1%
Dupont de Nemours Inc COM(DD)Stock26614N102$73110,2450.1%
Ishares Moderate Allocation Fund(AOM)ETF464289875$72218,3820.1%
Page 1 of 3Next