LEGACY FINANCIAL INDEPENDENT ADVISORS LLC
CIK
2131510
City
LOUISVILLE
State / Country
KY
Top Portfolio Positions
97 positions ·
$151,593,355 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| IBM |
International Business Machines Corp
Technology
|
27,961 | $6,777,466 | 4.47% | |
| DUK |
Duke Energy CORP
Utilities
|
48,292 | $6,323,354 | 4.17% | |
| SO |
Southern Co
Utilities
|
64,522 | $6,227,663 | 4.11% | |
| AEP |
American Electric Power Co Inc
Utilities
|
45,458 | $5,958,634 | 3.93% | |
| SPG |
Simon Property Group Inc.
Real Estate
|
29,236 | $5,453,391 | 3.60% | |
| PPL |
PPL Corp
Utilities
|
137,029 | $5,234,507 | 3.45% | |
| MSFT |
Microsoft Corp
Technology
|
12,787 | $4,733,363 | 3.12% | |
| ED |
Consolidated Edison Inc
Utilities
|
39,233 | $4,440,390 | 2.93% | |
| WM |
Waste Management Inc
Industrials
|
18,676 | $4,291,558 | 2.83% | |
| AEE |
Ameren Corp
Utilities
|
37,778 | $4,152,557 | 2.74% |
Holdings in EVT
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,228,722 | 90,783 | Shares | Sole | 2026-05-05 | |
| No 13F history on record for this holder in this stock. | ||||||