3. GOOD HEALTH AND WELL-BEING

May 12, 2020 – Legacy Financial Advisors, Inc. Buys iShares Core S&P Total US Stock Market, iShares Core MSCI EAFE, iShares Core Dividend Growth, Sells SPDR Bloomberg Barclays 1-3 Month T-Bill, iShares Core S&P 500, Truist Financial Corp – GuruFocus.com

May 12, 2020 – Legacy Financial Advisors, Inc. Buys iShares Core S&P Total US Stock Market, iShares Core MSCI EAFE, iShares Core Dividend Growth, Sells SPDR Bloomberg Barclays 1-3 Month T-Bill, iShares Core S&P 500, Truist Financial Corp  GuruFocus.com

Investment company Legacy Financial Advisors, Inc. (Current Portfolio) buys iShares Core S&P Total U.S. Stock Market, iShares Core MSCI EAFE, iShares Core Dividend Growth, iShares Core MSCI Emerging Markets, Truist Financial Corp, sells SPDR Bloomberg Barclays 1-3 Month T-Bill, iShares Core S&P 500, Truist Financial Corp, Berkshire Hathaway Inc, iShares Core S&P Mid-Cap during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Legacy Financial Advisors, Inc.. As of 2020Q1, Legacy Financial Advisors, Inc. owns 48 stocks with a total value of $217 million. These are the details of the buys and sells.

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. iShares Edge MSCI Min Vol USA (USMV) – 1,848,222 shares, 50.21% of the total portfolio. Shares reduced by 3.38%
  2. iShares Core S&P Total U.S. Stock Market (ITOT) – 386,992 shares, 11.53% of the total portfolio. Shares added by 36.58%
  3. iShares Edge MSCI Min Vol Emerging Markets (EEMV) – 300,612 shares, 6.99% of the total portfolio. Shares added by 0.25%
  4. Procter & Gamble Co (PG) – 99,683 shares, 5.40% of the total portfolio. Shares added by 9.06%
  5. iShares Core Dividend Growth (DGRO) – 285,072 shares, 4.77% of the total portfolio. Shares added by 59.80%

New Purchase: iShares Core MSCI Emerging Markets (IEMG)

Legacy Financial Advisors, Inc. initiated holding in iShares Core MSCI Emerging Markets. The purchase prices were between $36.22 and $55.44, with an estimated average price of $49.11. The stock is now traded at around $43.93. The impact to a portfolio due to this purchase was 0.95%. The holding were 47,203 shares as of .

New Purchase: SPDR SSGA US Large Cap Low Volatility Index (LGLV)

Legacy Financial Advisors, Inc. initiated holding in SPDR SSGA US Large Cap Low Volatility Index. The purchase prices were between $76.56 and $121.5, with an estimated average price of $110.1. The stock is now traded at around $97.43. The impact to a portfolio due to this purchase was 0.73%. The holding were 16,053 shares as of .

New Purchase: Truist Financial Corp (TFC)

Legacy Financial Advisors, Inc. initiated holding in Truist Financial Corp. The purchase prices were between $25.69 and $56.67, with an estimated average price of $47.68. The stock is now traded at around $33.60. The impact to a portfolio due to this purchase was 0.73%. The holding were 42,771 shares as of .

New Purchase: HD Supply Holdings Inc (HDS)

Legacy Financial Advisors, Inc. initiated holding in HD Supply Holdings Inc. The purchase prices were between $23.2 and $43.02, with an estimated average price of $37.5. The stock is now traded at around $28.07. The impact to a portfolio due to this purchase was 0.18%. The holding were 12,856 shares as of .

New Purchase: Royal Dutch Shell PLC (RDS.B)

Legacy Financial Advisors, Inc. initiated holding in Royal Dutch Shell PLC. The purchase prices were between $19.58 and $61.98, with an estimated average price of $47.33. The stock is now traded at around $30.91. The impact to a portfolio due to this purchase was 0.16%. The holding were 10,726 shares as of .

Added: iShares Core S&P Total U.S. Stock Market (ITOT)

Legacy Financial Advisors, Inc. added to a holding in iShares Core S&P Total U.S. Stock Market by 36.58%. The purchase prices were between $49.42 and $76.04, with an estimated average price of $68.3. The stock is now traded at around $64.99. The impact to a portfolio due to this purchase was 3.09%. The holding were 386,992 shares as of .

Added: iShares Core MSCI EAFE (IEFA)

Legacy Financial Advisors, Inc. added to a holding in iShares Core MSCI EAFE by 158.98%. The purchase prices were between $43.31 and $66.12, with an estimated average price of $59.51. The stock is now traded at around $53.04. The impact to a portfolio due to this purchase was 1.85%. The holding were 123,384 shares as of .

Added: iShares Core Dividend Growth (DGRO)

Legacy Financial Advisors, Inc. added to a holding in iShares Core Dividend Growth by 59.80%. The purchase prices were between $27.77 and $42.79, with an estimated average price of $38.83. The stock is now traded at around $35.80. The impact to a portfolio due to this purchase was 1.79%. The holding were 285,072 shares as of .

Added: Pfizer Inc (PFE)

Legacy Financial Advisors, Inc. added to a holding in Pfizer Inc by 66.49%. The purchase prices were between $28.49 and $40.71, with an estimated average price of $36.04. The stock is now traded at around $37.76. The impact to a portfolio due to this purchase was 0.14%. The holding were 20,508 shares as of .

Added: Comcast Corp (CMCSA)

Legacy Financial Advisors, Inc. added to a holding in Comcast Corp by 92.39%. The purchase prices were between $33.37 and $47.5, with an estimated average price of $42.37. The stock is now traded at around $35.83. The impact to a portfolio due to this purchase was 0.13%. The holding were 15,678 shares as of .

Added: DuPont de Nemours Inc (DD)

Legacy Financial Advisors, Inc. added to a holding in DuPont de Nemours Inc by 54.49%. The purchase prices were between $28.46 and $64.2, with an estimated average price of $49.25. The stock is now traded at around $46.59. The impact to a portfolio due to this purchase was 0.12%. The holding were 15,588 shares as of .

Sold Out: SPDR Bloomberg Barclays 1-3 Month T-Bill (BIL)

Legacy Financial Advisors, Inc. sold out a holding in SPDR Bloomberg Barclays 1-3 Month T-Bill. The sale prices were between $91.18 and $91.59, with an estimated average price of $91.37.

Sold Out: iShares Core S&P 500 (IVV)

Legacy Financial Advisors, Inc. sold out a holding in iShares Core S&P 500. The sale prices were between $223.25 and $337.76, with an estimated average price of $304.65.

Sold Out: Truist Financial Corp (BBK)

Legacy Financial Advisors, Inc. sold out a holding in Truist Financial Corp. The sale prices were between $24.4 and $51, with an estimated average price of $43.17.

Sold Out: Berkshire Hathaway Inc (BRK.B)

Legacy Financial Advisors, Inc. sold out a holding in Berkshire Hathaway Inc. The sale prices were between $162.13 and $230.2, with an estimated average price of $213.25.

Sold Out: iShares Core S&P Mid-Cap (IJH)

Legacy Financial Advisors, Inc. sold out a holding in iShares Core S&P Mid-Cap. The sale prices were between $121.03 and $209.33, with an estimated average price of $184.86.

Sold Out: CVS Health Corp (CVS)

Legacy Financial Advisors, Inc. sold out a holding in CVS Health Corp. The sale prices were between $52.3 and $76.05, with an estimated average price of $67.09.

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 buying

Source: gurufocus.com

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