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 9 of 22
46137V241
Shares:15.0K
Value:$995.1K
38149W101
Shares:21.6K
Value:$891.3K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
10.5K | QoQ +0.91% (+95)YoY NEW(+10.5K) | All Managers (Combined) | $1.0M | YoY NEW(+$1.0M) | |
13.6K | QoQ 0.00% (+0) | All Managers (Combined) | $999.1K | ||
(cusip46137V241)✕ | 15.0K | All Managers (Combined) | $995.1K | ||
2.7K | QoQ +7.43% (-185)YoY +7.43% (+185) | All Managers (Combined) | $990.8K | ||
Duke Energy CORP(DUKcusip26441C204) | 8.0K | YoY NEW(+8.0K) | All Managers (Combined) | $979.4K | YoY NEW(+$979.4K) |
AUTOZONE INC(AZOcusip053332102) | 256 | QoQ -9.21% (-26)YoY NEW(+256) | All Managers (Combined) | $975.9K | YoY NEW(+$975.9K) |
5.2K | All Managers (Combined) | $972.4K | |||
5.1K | QoQ +0.33% (+17)YoY +3.41% (+167) | All Managers (Combined) | $924.5K | ||
31.2K | All Managers (Combined) | $921.8K | |||
QUALCOMM INC/DE(QCOMcusip747525103) | 6.0K | All Managers (Combined) | $914.1K | ||
4.4K | All Managers (Combined) | $904.7K | |||
BIO-TECHNE Corp(TECHcusip09073M104) | 15.4K | All Managers (Combined) | $900.2K | ||
EQUINIX INC(EQIXcusip29444U700) | 1.1K | QoQ +0.27% (-3)YoY +8.49% (+86) | All Managers (Combined) | $895.3K | |
30.0K | All Managers (Combined) | $891.9K | |||
(cusip38149W101)✕ | 21.6K | All Managers (Combined) | $891.3K | ||
4.9K | QoQ -2.58% (-129)YoY NEW(+4.9K) | All Managers (Combined) | $890.8K | YoY NEW(+$890.8K) | |
51.7K | QoQ 0.00% (-0)YoY NEW(+51.7K) | All Managers (Combined) | $887.1K | YoY NEW(+$887.1K) | |
17.9K | All Managers (Combined) | $885.4K | |||
3.9K | YoY NEW(+3.9K) | All Managers (Combined) | $883.4K | YoY NEW(+$883.4K) | |
3.8K | QoQ -0.86% (-33)YoY +6.20% (+222) | All Managers (Combined) | $880.7K |