Legacy-Advisors

Filing Details

13F-HR2025-03-31
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% identified
409 identified23 unidentified

Holdings

432 positions • $966.2M total value
Manager:
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AMERICAN INTERNATIONAL GROUP, INC.
Shares:16.0K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$966.2M)
NEXTERA ENERGY INC
Shares:19.1K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$966.2M)
Guidewire Software, Inc.
Shares:7.2K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$966.2M)
464287150
Shares:10.9K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$966.2M)
BRISTOL MYERS SQUIBB CO
Shares:21.5K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$966.2M)
Energy Transfer LP
Shares:70.5K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$966.2M)
NORFOLK SOUTHERN CORP
Shares:5.5K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$966.2M)
AeroVironment Inc
Shares:10.9K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$966.2M)
COMCAST CORP
Shares:34.7K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$966.2M)
NIKE, Inc.
Shares:19.6K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$966.2M)
EMERSON ELECTRIC CO
Shares:11.4K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$966.2M)
AMERICAN ELECTRIC POWER CO INC
Shares:11.4K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$966.2M)
UNITED PARCEL SERVICE INC
Shares:11.3K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$966.2M)
Fortinet, Inc.
Shares:12.9K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$966.2M)
464287408
Shares:6.5K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$966.2M)
Medtronic plc
Shares:13.6K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$966.2M)
CNO Financial Group, Inc.
Shares:29.0K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$966.2M)
US BANCORP \DE\
Shares:28.2K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$966.2M)
SYSCO CORP
Shares:15.6K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$966.2M)
DEERE & CO
Shares:2.5K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$966.2M)