Legacy-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ "NCNO", "RGEN", "SPSC", "TREX", "APPF", "VRNS", "NVR", "MQ", "KTOS", "MORN", "CBLL", "AES", "AORT", "GIL", "RBC", null, "AVAV", "SMCI", "MU", "MPLX", "ACN", "ZS", "MMM", "ABNB", "ABT", "ABBV", "ADBE", "APD", "BABA", "NNE", "ALL", "GOOGL", "AVT", "STAA", "AXP", "AIG", "ASML", "T", "BILI", "BLK", "CAT", "AVGO", "LOW", null, "WRB", "BSX", "CRS", "CCI", "COF", "CMI", "LMB", "JOYY", "DUK", "D", "NICE", "NINE", "PFS", "RYAAY", "QFIN", "FERG", "AUPH", "GD", "GILD", "HLT", "HON", "HD", "MCD", "INTU", null, "UNP", "FULT", "QCOM", null, "ISRG", "HUBS", "LEN", "ITW", "GSIE", "AMAT", "ING", "EMR", "BKNG", "ICE", null, "MUB", "META", null, "IVW", "IJH", "SANG", null, null, "LHX", "LRCX", "IWS", "LIN", "MPC", "SEED", "PPSI", "MMC", "MRVL", "MA", "RAMP", "MDT", "MSFT", "MDLZ", "MS", "TMUS", "NEOG", "NDAQ", "EQIX", "EXC", "FICO", "GE", "GTLB", "GWRE", "GRFS", "HES", "ORLY", "ICLR", "SMR", "BX", "AMP", "FAST", "IJR", "ANET", "KKR", "KLAC", "IWD", "ORCL", "NOC", "OKE", "PAYX", "IWF", null, "PANW", "PYPL", "PEP", "PNC", null, "PGR", "GBDC", "IVV", "DOW", "UNH", "AAPL", "SPY", "ECL", "NVDA", "GS", "INTC", "GEHC", "PLTR", "PRU", "PFE", "LMT", "PG", "MRK", "VZ", null, "KB", "AMGN", "DGX", "REGN", "ROK", "SPGI", null, null, "NOW", "SHW", "ROP", "O", "ROST", "SHEL", "RTX", "GLD", null, null, null, "AMT", "RSG", "IBM", "SYK", "SBUX", "SNPS", "CI", "TXN", "TM", "TMO", "TJX", "TDG", "TW", "TFC", "UBER", "UPS", "VO", "MET", "VV", "RCL", "PHR", "SCHW", "MNST", "WEAV", "IWV", "NJR", "PRMB", "VIG", "TRGP", "TOST", "NPWR", "ULTA", "IWO", "GMED", "TSM", "GPN", "RMD", "CHPT", null, "ETR", "VYM", "DD", "VRTX", null, "K", "EW", "TT", "VRSK", "MEDP", "QLYS", "SEIC", "ADSK", "AON", "GM", "ACGL", "AFL", "APH", "AMD", "VFC", "SDY", "FI", "WM", "FTNT", "IWP", "IWR", "EFX", "WEX", "OPCH", "GSLC", "CAH", "AEP", "BKR", "CGNT", "ENVA", "FIGS", "EVLV", "HLVX", "PAC", "OMAB", null, "KRNT", "IDXX", null, "PEG", "FDS", "DHI", "AMZN", "MSI", "NEA", "IVE", "HCA", "HIMS", "BEKE", "HBAN", "RGA", "VGT", "USB", "VUG", "VLO", "VFH", "VEA", "VGK", "MGK", "VXUS", "VGLT", "VTEB", "BND", "VT", "VB", "VOO", "VERX", "VTV", "VEEV", "V", "WBD", "WMT", "WFC", "WELL", "WIT", "WMB", "XMTR", "WDAY", "YUM", "GNTX", "MTB", "SCHD", "ET", "DVY", "JHX", "JD", "MSCI", "MTZ", "JKHY", "NSC", "KEY", "RDY", "KDP", "MKL", "SO", "STBA", "PPL", "CRM", "RBLX", "SCI", "TDY", "SYY", "SPOT", null, "MANH", "CMPR", "GEV", "MELI", "MCK", null, "GWW", "NUE", "EG", "PAYC", "FDX", "AME", "KMB", "ADP", "AZO", "AZTA", "BAC", "BMO", "BRK-B", "BDX", "BSY", "BLKB", "TECH", "BA", "BAH", "BMY", "BR", "CACI", "CDNS", "CARR", "CBRE", "CDW", "CNP", "CRNC", "CVX", "CHTR", "CINF", "CB", "CMG", "CTAS", "CSCO", "CFG", "C", "CME", "KO", "CGNX", "CNO", "CMCSA", "CL", "COP", "CVLT", "STZ", "CEG", "CPRT", "CTRA", "COST", "CTVA", "CSGP", "BAP", "CRWD", "CVS", "CYBR", "DHR", "DDOG", "DE", "DSGX", "FANG", "DXCM", "DFAC", "DFS", "DLR", "RSP", "EFA", "ADI", "MCO", "VOD", "IWB", "NEE", "NKE", "MAR", "STT", "QQQ", "IWM", "EPD", "MDY", "DIS", "ELV", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "PLD", "NFLX", "PM", "PH", null, "MO", "XLK", "ITOT", "MCHP", "VTI", "JPM", "ZTS" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-23
- Total Holdings
- 432
- Total Value
- 966247243
- Accession Number
- 0001667731-25-000489
- Form Type
- 13F-HR
- Manager Name
- Legacy-Advisors
Data Enrichment
95% identified409 identified23 unidentified
Holdings
432 positions
Manager:
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Page 18 of 22
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
905 | QoQ 0.00% (-0)YoY NEW(+905) | All Managers (Combined) | $279.5K | YoY NEW(+$279.5K) | |
6.8K | QoQ +0.88% (-60)YoY NEW(+6.8K) | All Managers (Combined) | $279.3K | YoY NEW(+$279.3K) | |
152 | QoQ NEW(+152) YoY NEW(+152) | All Managers (Combined) | $279.2K | QoQ NEW(+$279.2K) YoY NEW(+$279.2K) | |
Autodesk, Inc.(ADSKcusip052769106) | 1.1K | QoQ +7.84% (-77)YoY NEW(+1.1K) | All Managers (Combined) | $277.2K | YoY NEW(+$277.2K) |
REALTY INCOME CORP(Ocusip756109104) | 4.8K | QoQ +5.85% (+264)YoY NEW(+4.8K) | All Managers (Combined) | $276.9K | YoY NEW(+$276.9K) |
1.2K | QoQ -1.94% (-23)YoY NEW(+1.2K) | All Managers (Combined) | $276.1K | YoY NEW(+$276.1K) | |
5.4K | QoQ NEW(+5.4K) YoY NEW(+5.4K) | All Managers (Combined) | $275.6K | QoQ NEW(+$275.6K) YoY NEW(+$275.6K) | |
435 | All Managers (Combined) | $275.6K | |||
METLIFE INC(METcusip59156R108) | 3.4K | All Managers (Combined) | $273.9K | ||
1.7K | QoQ +7.83% (+123)YoY NEW(+1.7K) | All Managers (Combined) | $270.5K | YoY NEW(+$270.5K) | |
562 | QoQ NEW(+562) YoY NEW(+562) | All Managers (Combined) | $270.2K | QoQ NEW(+$270.2K) YoY NEW(+$270.2K) | |
447 | QoQ NEW(+447) YoY NEW(+447) | All Managers (Combined) | $263.5K | QoQ NEW(+$263.5K) YoY NEW(+$263.5K) | |
1.2K | YoY NEW(+1.2K) | All Managers (Combined) | $262.6K | YoY NEW(+$262.6K) | |
1.0K | YoY NEW(+1.0K) | All Managers (Combined) | $262.4K | YoY NEW(+$262.4K) | |
2.5K | QoQ NEW(+2.5K) | All Managers (Combined) | $261.8K | QoQ NEW(+$261.8K) | |
Datadog, Inc.(DDOGcusip23804L103) | 2.6K | QoQ -0.86% (-23)YoY +0.15% (-4) | All Managers (Combined) | $261.8K | |
ECOLAB INC.(ECLcusip278865100) | 1.0K | QoQ +10.74% (+99)YoY NEW(+1.0K) | All Managers (Combined) | $259.2K | YoY NEW(+$259.2K) |
1.9K | All Managers (Combined) | $258.4K | |||
2.3K | QoQ -3.23% (-77)YoY +6.27% (+136) | All Managers (Combined) | $257.3K | ||
2.0K | QoQ +4.01% (-78) | All Managers (Combined) | $257.2K |