Holdings
Legacy Financial Independent Advisors LLC
As of Jun 30, 2026, Legacy Financial Independent Advisors LLC reported 98 positions worth US$154M. Largest: Apple Inc, Simon Property Group, Inc. and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 25,238 | US$7.3M | +18,465 | Jun 30, 2026 |
| Simon Property Group, Inc. | 29,621 | US$6.62M | +385 | Jun 30, 2026 |
| Microsoft Corp. | 15,743 | US$5.87M | +2,956 | Jun 30, 2026 |
| Asml Holding Nv | 2,880 | US$5.73M | +2,499 | Jun 30, 2026 |
| American Electric Power Company, Inc. | 38,757 | US$5.3M | −6,701 | Jun 30, 2026 |
| Ppl Corporation | 137K | US$4.99M | +320 | Jun 30, 2026 |
| Public Storage | 14,684 | US$4.67M | +413 | Jun 30, 2026 |
| Waste Management, Inc. | 20,894 | US$4.66M | +2,218 | Jun 30, 2026 |
| American Express Company | 13,453 | US$4.55M | −171 | Jun 30, 2026 |
| Mid-america Apartment Communities, Inc. | 32,159 | US$4.47M | +1,948 | Jun 30, 2026 |