Legacy Financial Advisors, Inc. Buys Procter & Gamble Co, Anheuser-Busch InBev SA/NV, Dominion Energy Inc, Sells iShares MSCI ACWI Index Fund, Monsanto Co, Becton, Dickinson and Co

Investment company Legacy Financial Advisors, Inc. buys Procter & Gamble Co, Anheuser-Busch InBev SA/NV, Dominion Energy Inc, Walt Disney Co, iShares Core S&P Small-Cap, iShares 10 Year Credit Bond, Bristol-Myers Squibb Company, Amazon.com Inc, Ameriprise Financial Inc, Check Point Software Technologies, sells iShares MSCI ACWI Index Fund, Monsanto Co, Becton, Dickinson and Co, iShares MSCI Eurozone, Cameco Corp during the 3-months ended 2018-06-30, according to the most recent filings of the investment company, Legacy Financial Advisors, Inc.. As of 2018-06-30, Legacy Financial Advisors, Inc. owns 931 stocks with a total value of $136 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 http://www.gurufocus.com/StockBuy.php?GuruName=Legacy+Financial+Advisors%2C+Inc.

These are the top 5 holdings of Legacy Financial Advisors, Inc.
  1. iShares Core S&P Total U.S. Stock Market (ITOT) - 245,086 shares, 11.63% of the total portfolio. Shares added by 2.42%
  2. iShares Edge MSCI Min Vol Emerging Markets (EEMV) - 239,100 shares, 10.32% of the total portfolio. Shares added by 4.65%
  3. Procter & Gamble Co (PG) - 94,605 shares, 5.53% of the total portfolio. Shares added by 20.38%
  4. iShares Core Dividend Growth (DGRO) - 139,673 shares, 3.62% of the total portfolio. Shares added by 13.58%
  5. iShares Core MSCI EAFE (IEFA) - 65,055 shares, 3.07% of the total portfolio. Shares added by 11.91%
New Purchase: iShares 10 Year Credit Bond (CLY)

Legacy Financial Advisors, Inc. initiated holding in iShares 10 Year Credit Bond. The purchase prices were between $57.4 and $60.13, with an estimated average price of $58.5. The stock is now traded at around $58.79. The impact to a portfolio due to this purchase was 0.21%. The holding were 4,712 shares as of 2018-06-30.

New Purchase: VanEck Vectors High Yield Municipal Index (HYD)

Legacy Financial Advisors, Inc. initiated holding in VanEck Vectors High Yield Municipal Index. The purchase prices were between $30.94 and $31.49, with an estimated average price of $31.21. The stock is now traded at around $31.48. The impact to a portfolio due to this purchase was 0.12%. The holding were 5,111 shares as of 2018-06-30.

New Purchase: iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB)

Legacy Financial Advisors, Inc. initiated holding in iShares J.P. Morgan USD Emerging Markets Bond ETF. The purchase prices were between $106.18 and $112.57, with an estimated average price of $109.13. The stock is now traded at around $108.48. The impact to a portfolio due to this purchase was 0.12%. The holding were 1,463 shares as of 2018-06-30.

New Purchase: Quanta Services Inc (PWR)

Legacy Financial Advisors, Inc. initiated holding in Quanta Services Inc. The purchase prices were between $32.5 and $37.14, with an estimated average price of $34.99. The stock is now traded at around $33.50. The impact to a portfolio due to this purchase was 0.11%. The holding were 4,360 shares as of 2018-06-30.

New Purchase: CDK Global Inc (CDK)

Legacy Financial Advisors, Inc. initiated holding in CDK Global Inc. The purchase prices were between $62.41 and $66.15, with an estimated average price of $64.67. The stock is now traded at around $66.21. The impact to a portfolio due to this purchase was 0.09%. The holding were 1,899 shares as of 2018-06-30.

New Purchase: Trinseo SA (TSE)

Legacy Financial Advisors, Inc. initiated holding in Trinseo SA. The purchase prices were between $70.5 and $79.1, with an estimated average price of $74.41. The stock is now traded at around $71.10. The impact to a portfolio due to this purchase was 0.09%. The holding were 1,740 shares as of 2018-06-30.

Added: Procter & Gamble Co (PG)

Legacy Financial Advisors, Inc. added to a holding in Procter & Gamble Co by 20.38%. The purchase prices were between $70.94 and $79.05, with an estimated average price of $75.29. The stock is now traded at around $79.91. The impact to a portfolio due to this purchase was 0.94%. The holding were 94,605 shares as of 2018-06-30.

Added: Anheuser-Busch InBev SA/NV (BUD)

Legacy Financial Advisors, Inc. added to a holding in Anheuser-Busch InBev SA/NV by 102.27%. The purchase prices were between $92.34 and $110.04, with an estimated average price of $99.28. The stock is now traded at around $102.99. The impact to a portfolio due to this purchase was 0.53%. The holding were 13,556 shares as of 2018-06-30.

Added: Dominion Energy Inc (D)

Legacy Financial Advisors, Inc. added to a holding in Dominion Energy Inc by 89.63%. The purchase prices were between $61.75 and $68.47, with an estimated average price of $65.14. The stock is now traded at around $70.05. The impact to a portfolio due to this purchase was 0.45%. The holding were 18,639 shares as of 2018-06-30.

Added: Walt Disney Co (DIS)

Legacy Financial Advisors, Inc. added to a holding in Walt Disney Co by 208.58%. The purchase prices were between $98.66 and $108.85, with an estimated average price of $102.31. The stock is now traded at around $111.96. The impact to a portfolio due to this purchase was 0.37%. The holding were 6,832 shares as of 2018-06-30.

Added: iShares Core S&P Small-Cap (IJR)

Legacy Financial Advisors, Inc. added to a holding in iShares Core S&P Small-Cap by 20.94%. The purchase prices were between $75.25 and $86.64, with an estimated average price of $81.5. The stock is now traded at around $85.91. The impact to a portfolio due to this purchase was 0.23%. The holding were 20,930 shares as of 2018-06-30.

Added: Bristol-Myers Squibb Company (BMY)

Legacy Financial Advisors, Inc. added to a holding in Bristol-Myers Squibb Company by 195.13%. The purchase prices were between $50.53 and $62.98, with an estimated average price of $54.03. The stock is now traded at around $56.62. The impact to a portfolio due to this purchase was 0.17%. The holding were 6,301 shares as of 2018-06-30.

Sold Out: iShares MSCI ACWI Index Fund (ACWI)

Legacy Financial Advisors, Inc. sold out a holding in iShares MSCI ACWI Index Fund. The sale prices were between $70.26 and $74.19, with an estimated average price of $72.54.

Sold Out: Monsanto Co (MON)

Legacy Financial Advisors, Inc. sold out a holding in Monsanto Co. The sale prices were between $116.6 and $127.95, with an estimated average price of $124.68.

Sold Out: Cameco Corp (CCJ)

Legacy Financial Advisors, Inc. sold out a holding in Cameco Corp. The sale prices were between $9.24 and $12.11, with an estimated average price of $10.9.

Sold Out: Sanderson Farms Inc (SAFM)

Legacy Financial Advisors, Inc. sold out a holding in Sanderson Farms Inc. The sale prices were between $97.63 and $117.63, with an estimated average price of $108.72.

Sold Out: iShares International Treasury Bond ETF (IGOV)

Legacy Financial Advisors, Inc. sold out a holding in iShares International Treasury Bond ETF. The sale prices were between $48.75 and $51.8, with an estimated average price of $49.9.

Sold Out: Big Lots Inc (BIG)

Legacy Financial Advisors, Inc. sold out a holding in Big Lots Inc. The sale prices were between $38.69 and $44.42, with an estimated average price of $42.01.



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