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Christopher McCrea

Legacy Financial Independent Advisors Llc

Assets Managed
$192.232M
Holdings
113
Last Quarter
2026 - Q1
Filed Date
20d ago
Growth Rate
0%(2Q avg: 0%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Legacy Financial Independent Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 113 positions.

Assets under management

The assets under management (AUM) of Legacy Financial Independent Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 192.232M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Christopher McCrea, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AMLP
Alerian Mlp Etf
Recent Activity
New Position
6.64%
$12.761M
242,427 shares@ $52.64 avg price
GSGO
Gldmn Schs Grwth Oprtnty Etf
Recent Activity
New Position
4.49%
$8.618M
235,715 shares@ $36.57 avg price
IBM
Intl Business Machines Corp
Recent Activity
New Position
3.53%
$6.777M
27,961 shares@ $242.4 avg price
DUK
Duke Energy Corp
Recent Activity
New Position
3.29%
$6.323M
48,292 shares@ $130.94 avg price
SO
Southern Co The
Recent Activity
New Position
3.24%
$6.228M
64,522 shares@ $96.52 avg price
AEP
American Electric Power
Recent Activity
New Position
3.1%
$5.959M
45,458 shares@ $131.09 avg price
SPG
Simon Property Group Inc
Recent Activity
New Position
2.84%
$5.453M
29,236 shares@ $186.53 avg price
WCMI
Ft Wcm International Etf
Recent Activity
New Position
2.81%
$5.39M
321,391 shares@ $16.77 avg price
PPL
Ppl Corp
Recent Activity
New Position
2.73%
$5.235M
137,029 shares@ $38.21 avg price
IG
Principal Inv Gr Crp Act Etf
Recent Activity
New Position
2.58%
$4.942M
239,466 shares@ $20.64 avg price

1-10 of 113