LEGACY FINANCIAL INDEPENDENT ADVISORS LLC
114 holdingsFiling period: 2026-03-31Current AUM: $207.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMLP | ALERIAN MLP ETF | 242.4K | $12.8M | $13.4M | 6.45% | -- | 2026-03-31 |
| 2 | GSGO | GOLDMAN SACHS GROWTH OPPORTUNITIES ETF | 235.7K | $8.6M | $10.1M | 4.86% | -- | 2026-03-31 |
| 3 | IBM | INTERNATIONAL BUSINESS MACHINES | 28.0K | $6.8M | $6.3M | 3.01% | -- | 2026-03-31 |
| 4 | DUK | DUKE ENERGY CORPORATION NEW COM NEW | 48.3K | $6.3M | $6.1M | 2.91% | -- | 2026-03-31 |
| 5 | SO | SOUTHERN COMPANY | 64.5K | $6.2M | $6.1M | 2.94% | -- | 2026-03-31 |
| 6 | AEP | AMERICAN ELEC PWR COMPANY INCORPORATED | 45.5K | $6.0M | $5.8M | 2.80% | -- | 2026-03-31 |
| 7 | SPG | SIMON PROPERTY GROUP INCORPORATED NEW REIT | 29.2K | $5.5M | $6.7M | 3.23% | -- | 2026-03-31 |
| 8 | WCMI | FIRST TRUST WCM INTERNATIONAL EQUITY ETF | 321.4K | $5.4M | $6.1M | 2.95% | -- | 2026-03-31 |
| 9 | PPL | PPL CORPORATION | 137.0K | $5.2M | $4.8M | 2.32% | -- | 2026-03-31 |
| 10 | IG | PRINCIPAL INVESTMENT GRADE CORPORATE ACTIVE ETF | 239.5K | $4.9M | $4.8M | 2.32% | -- | 2026-03-31 |
| 11 | MSFT | MICROSOFT CORPORATION | 12.8K | $4.7M | $5.9M | 2.86% | -- | 2026-03-31 |
| 12 | ED | CONSOLIDATED EDISON INCORPORATED | 39.2K | $4.4M | $4.3M | 2.05% | -- | 2026-03-31 |
| 13 | WM | WASTE MGMT INCORPORATED DEL | 18.7K | $4.3M | $4.2M | 2.04% | -- | 2026-03-31 |
| 14 | AEE | AMEREN CORPORATION | 37.8K | $4.2M | $4.1M | 1.99% | -- | 2026-03-31 |
| 15 | CDNS | CADENCE DESIGN SYSTEMS INCORPORATED | 14.9K | $4.1M | $5.1M | 2.44% | -- | 2026-03-31 |
| 16 | MCK | MCKESSON CORPORATION | 4.8K | $4.1M | $4.1M | 1.96% | -- | 2026-03-31 |
| 17 | AXP | AMERICAN EXPRESS COMPANY | 13.6K | $4.1M | $4.6M | 2.20% | -- | 2026-03-31 |
| 18 | COF | CAPITAL ONE FINL CORPORATION | 21.9K | $4.0M | $4.6M | 2.20% | -- | 2026-03-31 |
| 19 | HYLS | FIRST TRUST TACTICAL HIGH YIELD ETF | 96.9K | $3.9M | $3.9M | 1.89% | -- | 2026-03-31 |
| 20 | PSA | PUBLIC STORAGE OPER COMPANY REIT | 14.3K | $3.9M | $4.6M | 2.23% | -- | 2026-03-31 |
| 21 | MAA | MID-AMER APT CMNTYS INCORPORATED REIT | 30.2K | $3.7M | $4.0M | 1.92% | -- | 2026-03-31 |
| 22 | LLY | ELI LILLY & COMPANY | 3.8K | $3.5M | $4.4M | 2.13% | -- | 2026-03-31 |
| 23 | ORCL | ORACLE CORPORATION | 23.0K | $3.4M | $3.0M | 1.43% | -- | 2026-03-31 |
| 24 | CVX | CHEVRON CORPORATION | 15.2K | $3.1M | $3.0M | 1.44% | -- | 2026-03-31 |
| 25 | META | META PLATFORMS INCORPORATED CLASS A | 5.1K | $2.9M | $2.9M | 1.37% | -- | 2026-03-31 |
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