Avoid Fraud, Get The Facts, And Find The Best
Legal Name: LEGACY FINANCIAL ADVISORS, INC.
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 15, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
AQUA AMERICA INC (03836W103)
|
154,215 |
$6,380k |
|
|
Apple Inc (037833100)
|
17,162 |
$3,397k |
|
|
ALIBABA GROUP HLDG LTD (01609W102)
|
15,760 |
$2,671k |
|
|
Bank of America Corp. (060505104)
|
73,880 |
$2,143k |
|
|
Chevron Corp (166764100)
|
15,006 |
$1,867k |
|
|
Amazon.com Inc (023135106)
|
982 |
$1,860k |
|
|
AXIS CAPITAL HLDGS (G0692U109)
|
30,000 |
$1,790k |
|
|
Boeing Co/The (097023105)
|
4,093 |
$1,490k |
|
|
CANNTRUST HLDGS INC COM (137800207)
|
200,500 |
$1,007k |
|
|
ABC (03073E105)
|
8,000 |
$682k |
|
|
ALPHABET INC (02079K305)
|
550 |
$596k |
|
|
AMGEN INC (031162100)
|
3,141 |
$579k |
|
|
Alphabet Inc (02079K107)
|
530 |
$573k |
|
|
ANNALY CAP MGMT INC (035710409)
|
62,050 |
$567k |
|
|
Bristol-Myers Squibb Co (110122108)
|
10,561 |
$479k |
|
|
American Express Co. (025816109)
|
3,175 |
$392k |
|
|
CISCO SYSTEMS INC (17275R102)
|
6,887 |
$377k |
|
|
CHARTER COMMUNICATIO (16119P108)
|
925 |
$366k |
|
|
ALTRIA GROUP INC (02209S103)
|
6,827 |
$329k |
|
|
AT&T INC (00206R102)
|
8,209 |
$275k |
|
|
ABBOTT LABS (002824100)
|
2,756 |
$232k |
|
|
3M CO (88579Y101)
|
1,302 |
$226k |
|
|
ADP (053015103)
|
1,250 |
$208k |
|
|
AMERICAN TOWER CORP NEW (03027X100)
|
1,000 |
$204k |
|
|
ACCENTURE PLC IRELAND (G1151C101)
|
1,051 |
$194k |
|
|
ARES CAP CORP (04010L103)
|
9,060 |
$163k |
|
|
BlackRock, Inc. (09247X101)
|
300 |
$141k |
|
|
Baidu Inc (056752108)
|
1,085 |
$127k |
|
|
BAXTER INTL INC (071813109)
|
1,483 |
$122k |
|
|
BECTON DICKINSON (075887109)
|
457 |
$115k |
|
|
CARNIVAL CORP (143658300)
|
2,257 |
$105k |
|
|
BANK AMER CORP (060505682)
|
70 |
$96k |
|
|
AMPHENOL CORPORATION (032095101)
|
854 |
$82k |
|
|
CHUBB LIMITED (H1467J104)
|
530 |
$78k |
|
|
ABBVIE INC (00287Y109)
|
1,029 |
$75k |
|
|
ADAMS DIVERSIFIED EQUITY FD (006212104)
|
3,750 |
$58k |
|
|
Booking Holdings, Inc. (09857L108)
|
30 |
$56k |
|
|
CARDINAL HEALTH INC (14149Y108)
|
1,186 |
$56k |
|
|
AMETEK INC (031100100)
|
600 |
$55k |
|
|
AMERIPRISE FINL INC (03076C106)
|
369 |
$54k |
|
|
ASTRAZENECA (046353108)
|
1,160 |
$48k |
|
|
Caterpillar Inc (149123101)
|
345 |
$47k |
|
|
ALPS ALERIAN MLP ETF (00162Q866)
|
4,400 |
$43k |
|
|
BANC OF CALIFORNIA (05990K106)
|
2,251 |
$32k |
|
|
ALLSTATE CORP (020002101)
|
302 |
$31k |
|
|
AEP (025537101)
|
293 |
$26k |
|
|
Celanese (CE) (150870103)
|
219 |
$24k |
|
|
AFFILIATED MANAGERS GROUP IN (008252108)
|
225 |
$21k |
|
|
BLACKROCK MUNIHLDGS NJ QLTY (09254X101)
|
1,390 |
$19k |
|
|
CELGENE CORP (151020104)
|
200 |
$18k |
|
|
AFLAC INC (001055102)
|
288 |
$16k |
|
|
CITIGROUP INC (172967424)
|
235 |
$16k |
|
|
CINCINNATI FINL CORP (172062101)
|
147 |
$15k |
|
|
AMERICAN WTR WKS CO (030420103)
|
95 |
$11k |
|
|
ALLIANCEBERNSTEIN HOLDING LP (01881G106)
|
352 |
$10k |
|
|
AABA (021346101)
|
150 |
$10k |
|
|
BOSTON BEER INC (100557107)
|
27 |
$10k |
|
|
CITIZENS FINANCIAL (174610105)
|
290 |
$10k |
|
|
Berry Global Group, Inc. (08579W103)
|
168 |
$9k |
|
|
BOSTON OMAHA CORP (101044105)
|
400 |
$9k |
|
|
AGILENT TECHNOLOGIES INC (00846U101)
|
110 |
$8k |
|
|
Albemarle Corp (012653101)
|
99 |
$7k |
|
|
CAMPBELL SOUP CO (134429109)
|
170 |
$7k |
|
|
BED BATH & BEYOND (075896100)
|
500 |
$6k |
|
|
ALCON INC (H01301128)
|
80 |
$5k |
|
|
Bank of New York Mellon Corp. (064058100)
|
100 |
$4k |
|
|
BLUE APRON HLDGS INC (09523Q200)
|
572 |
$4k |
|
|
CANOPY GROWTH CORP (138035100)
|
100 |
$4k |
|
|
BANK SOUTH CAROLINA CORP (065066102)
|
165 |
$3k |
|
|
CDW CORP (12514G108)
|
26 |
$3k |
|
|
ARCOSA INC (039653100)
|
66 |
$2k |
|
|
THE CHEMOURS COMPANY (163851108)
|
84 |
$2k |
|
|
CENTURYLINK INC (156700106)
|
48 |
$1k |
|
|
3-D SYS CORP DEL (88554D205)
|
20 |
$0k |
|
|
AEVI GENOMIC MEDICINE INC (00835P105)
|
2,450 |
$0k |
|
|
BLACKROCK MUNIYIELD FD INC (09253W104)
|
5 |
$0k |
|
|
Callaway Golf (131193104)
|
1 |
$0k |
|
|
CDN NATL RAILWAY (136375102)
|
0 |
$0k |
|
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