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  Name: Legacy Financial Advisors Inc.
  City: COVINGTON
  State: KY
  Zip: 41011
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $520,650,000
  Total Value Change : $20,945,000
  Securities Held Change : 34
   
All Securities Held : 299
  New Positions : 35
  Closed Positions : 13
  Increased Positions : 197
  Unchanged Positions : 7
  Decreased Positions : 60

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 13     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (EEMV)1 Year Chart         EEMV Ishares Msci Emerging Marke... 302 Closed $0.00 $0 0 0% -2,025,000 -37,958 0    N/A
   (SNY)1 Year Chart         SNY Sanofi Aventis (ADR) 308 Closed $50.10 $0 0 0% -224,000 -4,168 0    Drug Manufacturers - ...
   (DB)1 Year Chart         DB Deutsche Bank AG (USA) 301 Closed $17.26 $0 0 0% -289,000 -26,342 0    Foreign Money Center ...
   (LUMN)1 Year Chart         LUMN Lumen Technologies, Inc 307 Closed $1.28 $0 0 0% -98,000 -68,966 0    Telecom Services - Do...
   (AJG)1 Year Chart         AJG Arthur J Gallagher & Co 300 Closed $245.01 $0 0 0% -209,000 -916 0    Insurance Brokers
   (BABA)1 Year Chart         BABA Alibaba Group Holding Limited 306 Closed $78.46 $0 0 0% -263,000 -3,035 0    N/A
   (MUB)1 Year Chart         MUB iShares S&P National Munici... 299 Closed $107.02 $0 0 0% -1,688,000 -16,459 0    Closed - End Fund - E...
   (TGT)1 Year Chart         TGT Target Corp 305 Closed $159.59 $0 0 0% -387,000 -3,501 0    Discount, Variety Stores
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 298 Closed $342.82 $0 0 0% -237,000 -871 0    Closed - End Fund - E...
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS 304 Closed $159.58 $0 0 0% -624,000 -4,521 0    Closed - End Fund - E...
   (VRSN)1 Year Chart         VRSN Verisign Inc 310 Closed $168.56 $0 0 0% -210,000 -1,035 0    Internet Software & S...
   (EMR)1 Year Chart         EMR Emerson Electric Co 303 Closed $112.65 $0 0 0% -244,000 -2,531 0    Industrial Electrical...
   (ATVI)1 Year Chart         ATVI Activision Blizzard Inc 309 Closed $94.42 $0 0 0% -349,000 -3,732 0    Multimedia & Graphics...
      13 Records Found
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Page 1 of 1
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