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

SEC FilingSEC DataHachi Filing

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
CIK: legacy-advisors
Manager Name: Legacy-Advisors

Data Enrichment

95% identified

409 identified23 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

432 positions • $966.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464287101

Shares:29.1K

Value:$7.9M

% of Portfolio:0.8% ($7.9M/$966.2M)

BENTLEY SYSTEMS INC

BSY|08265T208

Shares:193.6K

Value:$7.6M

% of Portfolio:0.8% ($7.6M/$966.2M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:15.8K

Value:$7.4M

% of Portfolio:0.8% ($7.4M/$966.2M)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:28.8K

Value:$7.0M

% of Portfolio:0.7% ($7.0M/$966.2M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:26.7K

Value:$6.5M

% of Portfolio:0.7% ($6.5M/$966.2M)

Alphabet Inc.

GOOG|02079K107

Shares:43.9K

Value:$6.5M

% of Portfolio:0.7% ($6.5M/$966.2M)

MCDONALDS CORP

MCD|580135101

Shares:19.3K

Value:$6.0M

% of Portfolio:0.6% ($6.0M/$966.2M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:11.4K

Value:$6.0M

% of Portfolio:0.6% ($6.0M/$966.2M)

Mastercard Inc

MA|57636Q104

Shares:10.5K

Value:$5.8M

% of Portfolio:0.6% ($5.8M/$966.2M)

ABBOTT LABORATORIES

ABT|002824100

Shares:40.3K

Value:$5.3M

% of Portfolio:0.6% ($5.3M/$966.2M)

FULTON FINANCIAL CORP

FULT|360271100

Shares:281.1K

Value:$5.1M

% of Portfolio:0.5% ($5.1M/$966.2M)

Roblox Corp

RBLX|771049103

Shares:87.0K

Value:$5.1M

% of Portfolio:0.5% ($5.1M/$966.2M)

Accenture plc

ACN|G1151C101

Shares:16.1K

Value:$5.0M

% of Portfolio:0.5% ($5.0M/$966.2M)

EXXON MOBIL CORP

XOM|30231G102

Shares:40.1K

Value:$4.8M

% of Portfolio:0.5% ($4.8M/$966.2M)

464287614

IWF|464287614

Shares:13.0K

Value:$4.7M

% of Portfolio:0.5% ($4.7M/$966.2M)

AbbVie Inc.

ABBV|00287Y109

Shares:22.0K

Value:$4.6M

% of Portfolio:0.5% ($4.6M/$966.2M)

VISA INC.

V|92826C839

Shares:13.1K

Value:$4.6M

% of Portfolio:0.5% ($4.6M/$966.2M)

921909768

VXUS|921909768

Shares:74.0K

Value:$4.6M

% of Portfolio:0.5% ($4.6M/$966.2M)

AMPHENOL CORP /DE/

APH|032095101

Shares:68.5K

Value:$4.5M

% of Portfolio:0.5% ($4.5M/$966.2M)

CHEVRON CORP

CVX|166764100

Shares:26.6K

Value:$4.5M

% of Portfolio:0.5% ($4.5M/$966.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464287101)✕	29.1K	QoQ -15.56% (-5.4K) YoY -15.85% (-5.5K)	All Managers (Combined)	$7.9M	0.8% ($7.9M/$966.2M)	QoQ -20.82% (-$2.1M) YoY -7.89% (-$674.0K)
BENTLEY SYSTEMS INC(BSYcusip08265T208)	193.6K	QoQ +0.21% (-417) YoY -0.32% (-637)	All Managers (Combined)	$7.6M	0.8% ($7.6M/$966.2M)	QoQ -15.57% (-$1.4M) YoY -24.91% (-$2.5M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	15.8K	QoQ -16.07% (-3.0K) YoY +32.39% (+3.9K)	All Managers (Combined)	$7.4M	0.8% ($7.4M/$966.2M)	QoQ -23.01% (-$2.2M) YoY +39.81% (+$2.1M)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	28.8K	QoQ +2.32% (+655) YoY +11.39% (+2.9K)	All Managers (Combined)	$7.0M	0.7% ($7.0M/$966.2M)	QoQ +17.55% (+$1.1M) YoY +31.97% (+$1.7M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	26.7K	QoQ +0.23% (+62) YoY +31.19% (+6.3K)	All Managers (Combined)	$6.5M	0.7% ($6.5M/$966.2M)	QoQ +2.57% (+$164.1K) YoY +60.67% (+$2.5M)
Alphabet Inc.(GOOGcusip02079K107)	43.9K	QoQ -4.57% (-2.1K) YoY +18.93% (+7.0K)	All Managers (Combined)	$6.5M	0.7% ($6.5M/$966.2M)	QoQ -21.92% (-$1.8M) YoY +23.42% (+$1.2M)
MCDONALDS CORP(MCDcusip580135101)	19.3K	QoQ +2.08% (+394) YoY +14.13% (+2.4K)	All Managers (Combined)	$6.0M	0.6% ($6.0M/$966.2M)	QoQ +9.99% (+$548.1K) YoY +26.43% (+$1.3M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	11.4K	QoQ -8.31% (-1.0K) YoY -5.67% (-686)	All Managers (Combined)	$6.0M	0.6% ($6.0M/$966.2M)	QoQ -5.07% (-$319.3K) YoY -0.14% (-$8.6K)
Mastercard Inc(MAcusip57636Q104)	10.5K	QoQ -2.76% (-298) YoY +20.37% (+1.8K)	All Managers (Combined)	$5.8M	0.6% ($5.8M/$966.2M)	QoQ +1.21% (-$68.9K) YoY +36.99% (+$1.6M)
ABBOTT LABORATORIES(ABTcusip002824100)	40.3K	QoQ +23.79% (+7.7K) YoY +33.79% (+10.2K)	All Managers (Combined)	$5.3M	0.6% ($5.3M/$966.2M)	QoQ +45.17% (+$1.7M) YoY +56.14% (+$1.9M)
FULTON FINANCIAL CORP(FULTcusip360271100)	281.1K	QoQ 0.00% (-0) YoY -1.74% (-5.0K)	All Managers (Combined)	$5.1M	0.5% ($5.1M/$966.2M)	QoQ -7.04% (-$385.1K) YoY +10.67% (-$490.3K)
Roblox Corp(RBLXcusip771049103)	87.0K	QoQ -0.17% (-155) YoY -12.84% (-12.8K)	All Managers (Combined)	$5.1M	0.5% ($5.1M/$966.2M)	QoQ +0.56% (-$28.4K) YoY +33.05% (-$1.3M)
Accenture plc(ACNcusipG1151C101)	16.1K	QoQ -1.84% (-303) YoY +1.00% (-160)	All Managers (Combined)	$5.0M	0.5% ($5.0M/$966.2M)	QoQ -12.93% (-$746.1K) YoY -9.07% (-$500.9K)
EXXON MOBIL CORP(XOMcusip30231G102)	40.1K	QoQ +22.26% (+7.3K) YoY +29.12% (+9.0K)	All Managers (Combined)	$4.8M	0.5% ($4.8M/$966.2M)	QoQ +35.17% (+$1.2M) YoY +32.10% (+$1.2M)
(IWFcusip464287614)	13.0K	QoQ +4.84% (-600) YoY +13.05% (+1.5K)	All Managers (Combined)	$4.7M	0.5% ($4.7M/$966.2M)	QoQ -5.72% (-$285.0K) YoY +21.11% (+$817.8K)
AbbVie Inc.(ABBVcusip00287Y109)	22.0K	QoQ +5.62% (+1.2K) YoY +10.91% (+2.2K)	All Managers (Combined)	$4.6M	0.5% ($4.6M/$966.2M)	QoQ +24.54% (+$907.6K) YoY +27.61% (+$996.7K)
VISA INC.(Vcusip92826C839)	13.1K	QoQ -6.19% (-867) YoY +46.12% (+4.1K)	All Managers (Combined)	$4.6M	0.5% ($4.6M/$966.2M)	QoQ +4.03% (-$178.4K) YoY +83.51% (+$2.1M)
(VXUScusip921909768)	74.0K	QoQ +35.27% (+19.3K) YoY +42.06% (+21.9K)	All Managers (Combined)	$4.6M	0.5% ($4.6M/$966.2M)	QoQ +42.55% (+$1.4M) YoY +46.30% (+$1.5M)
AMPHENOL CORP /DE/(APHcusip032095101)	68.5K	QoQ -4.41% (-3.2K) YoY +157.80% (+41.9K)	All Managers (Combined)	$4.5M	0.5% ($4.5M/$966.2M)	QoQ -9.71% (-$484.9K) YoY +46.67% (+$1.4M)
CHEVRON CORP(CVXcusip166764100)	26.6K	QoQ +21.04% (+4.6K) YoY +40.51% (+7.7K)	All Managers (Combined)	$4.5M	0.5% ($4.5M/$966.2M)	QoQ +39.80% (+$1.3M) YoY +49.02% (+$1.5M)