Legacy-Financial-Strategies

AI_NATIVE detailed information: This accession holds the following tickers:[
  "TROW",
  "ARI",
  null,
  "ABT",
  "ABBV",
  "APD",
  "GOOGL",
  "AXP",
  "ASML",
  "T",
  "CAT",
  "AVGO",
  "LOW",
  null,
  "BRO",
  "CP.TO",
  null,
  "EXPD",
  "HON",
  "HD",
  null,
  "MUB",
  "META",
  null,
  null,
  null,
  "IWS",
  "LIN",
  null,
  "MA",
  "MSFT",
  "TMUS",
  "EVRG",
  "ORLY",
  "FAST",
  "IJR",
  "ANET",
  "KR",
  null,
  "PANW",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PLTR",
  "PG",
  "MKC",
  null,
  "FNDX",
  "SPGI",
  null,
  null,
  "SHW",
  "ROP",
  "GLD",
  null,
  "IBM",
  "SPH",
  "TWO",
  null,
  "VIG",
  "EOT",
  null,
  "TSM",
  null,
  "ATO",
  "AFL",
  "AMD",
  null,
  "AOS",
  "AMZN",
  "SCHB",
  null,
  "IVE",
  "AMC",
  null,
  null,
  "VGT",
  "BND",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WMB",
  null,
  "SCHD",
  "ET",
  null,
  "SCHG",
  "NDSN",
  "SO",
  null,
  null,
  null,
  "IUSV",
  "DGRO",
  "ADP",
  "BRK-B",
  "CDNS",
  "CASY",
  "CINF",
  "CTAS",
  "KO",
  "COST",
  "CRWD",
  "DE",
  "RSP",
  "NEE",
  "MDY",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-08
Total Holdings: 119
Total Value: 458628299
Accession Number: 0001085146-25-001918
Form Type: 13F-HR
CIK: legacy-financial-strategies
Manager Name: Legacy-Financial-Strategies

Data Enrichment

79% identified

94 identified25 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

119 positions • $458.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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46641Q332

Shares:33.9K

Value:$1.9M

% of Portfolio:0.4% ($1.9M/$458.6M)

464287663

IUSV|464287663

Shares:20.7K

Value:$1.9M

% of Portfolio:0.4% ($1.9M/$458.6M)

45409F827

Shares:76.7K

Value:$1.8M

% of Portfolio:0.4% ($1.8M/$458.6M)

81369Y209

Shares:10.6K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$458.6M)

T-Mobile US, Inc.

TMUS|872590104

Shares:5.1K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$458.6M)

921937835

BND|921937835

Shares:18.4K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$458.6M)

CATERPILLAR INC

CAT|149123101

Shares:3.9K

Value:$1.3M

% of Portfolio:0.3% ($1.3M/$458.6M)

69374H881

Shares:21.6K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$458.6M)

Meta Platforms, Inc.

META|30303M102

Shares:2.0K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$458.6M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:4.8K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$458.6M)

Alphabet Inc.

GOOGL|02079K305

Shares:6.4K

Value:$995.7K

% of Portfolio:0.2% ($995.7K/$458.6M)

Tesla, Inc.

TSLA|88160R101

Shares:3.8K

Value:$975.0K

% of Portfolio:0.2% ($975.0K/$458.6M)

46137V357

RSP|46137V357

Shares:5.4K

Value:$940.7K

% of Portfolio:0.2% ($940.7K/$458.6M)

47103U845

Shares:17.6K

Value:$890.7K

% of Portfolio:0.2% ($890.7K/$458.6M)

921908844

VIG|921908844

Shares:4.5K

Value:$875.9K

% of Portfolio:0.2% ($875.9K/$458.6M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:3.5K

Value:$848.5K

% of Portfolio:0.2% ($848.5K/$458.6M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:9.3K

Value:$787.4K

% of Portfolio:0.2% ($787.4K/$458.6M)

808524771

FNDX|808524771

Shares:33.2K

Value:$783.0K

% of Portfolio:0.2% ($783.0K/$458.6M)

ASML HOLDING NV

ASML|N07059210

Shares:1.2K

Value:$775.9K

% of Portfolio:0.2% ($775.9K/$458.6M)

CANADIAN PACIFIC KANSAS CITY LTD/CN

CP.TO|13646K108

Shares:10.2K

Value:$718.0K

% of Portfolio:0.2% ($718.0K/$458.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46641Q332)✕	33.9K	QoQ +84.76% (+15.6K) YoY +290.12% (+25.2K)	All Managers (Combined)	$1.9M	0.4% ($1.9M/$458.6M)	QoQ +83.64% (+$882.6K) YoY +285.28% (+$1.4M)
(IUSVcusip464287663)	20.7K	QoQ 0.00% (+0) YoY 0.00% (-1)	All Managers (Combined)	$1.9M	0.4% ($1.9M/$458.6M)	QoQ +0.10% (+$2.0K) YoY +2.04% (-$38.3K)
(cusip45409F827)✕	76.7K	QoQ +2.78% (+2.1K) YoY -25.68% (-26.5K)	All Managers (Combined)	$1.8M	0.4% ($1.8M/$458.6M)	QoQ +2.40% (+$43.1K) YoY -26.96% (-$678.7K)
(cusip81369Y209)✕	10.6K	QoQ -8.50% (-984) YoY -86.53% (-68.0K)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$458.6M)	QoQ -2.91% (-$46.5K) YoY -86.69% (-$10.1M)
T-Mobile US, Inc.(TMUScusip872590104)	5.1K	QoQ +0.07% (+4) YoY +26.09% (+1.1K)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$458.6M)	QoQ +21.58% (+$243.0K) YoY +106.05% (+$704.3K)
(BNDcusip921937835)	18.4K	QoQ -3.34% (-637) YoY +12.18% (+2.0K)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$458.6M)	QoQ -1.31% (-$18.0K) YoY +13.44% (+$160.4K)
CATERPILLAR INC(CATcusip149123101)	3.9K	QoQ -63.45% (-6.8K) YoY -59.80% (-5.8K)	All Managers (Combined)	$1.3M	0.3% ($1.3M/$458.6M)	QoQ -66.50% (-$2.5M) YoY -63.82% (-$2.3M)
(cusip69374H881)✕	21.6K	QoQ -2.62% (-583) YoY NEW(+21.6K)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$458.6M)	QoQ -5.75% (-$72.3K) YoY NEW(+$1.2M)
Meta Platforms, Inc.(METAcusip30303M102)	2.0K	QoQ +1.16% (-23) YoY +47.17% (+642)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$458.6M)	QoQ -2.69% (-$32.0K) YoY +74.65% (+$493.4K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	4.8K	QoQ -0.06% (-3) YoY -4.60% (-232)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$458.6M)	QoQ -6.16% (-$66.9K) YoY -1.58% (-$16.4K)
Alphabet Inc.(GOOGLcusip02079K305)	6.4K	QoQ +2.09% (-132) YoY +22.76% (+1.2K)	All Managers (Combined)	$995.7K	0.2% ($995.7K/$458.6M)	QoQ -16.65% (-$198.9K) YoY +25.78% (+$204.1K)
Tesla, Inc.(TSLAcusip88160R101)	3.8K	QoQ -11.02% (-466) YoY +32.32% (+919)	All Managers (Combined)	$975.0K	0.2% ($975.0K/$458.6M)	QoQ -39.20% (-$628.6K) YoY +95.08% (+$475.2K)
(RSPcusip46137V357)	5.4K	QoQ +0.16% (-9) YoY +71.02% (+2.3K)	All Managers (Combined)	$940.7K	0.2% ($940.7K/$458.6M)	QoQ -0.68% (-$6.5K) YoY +74.92% (+$402.9K)
(cusip47103U845)✕	17.6K	QoQ -3.56% (-650) YoY NEW(+17.6K)	All Managers (Combined)	$890.7K	0.2% ($890.7K/$458.6M)	QoQ -3.64% (-$33.7K) YoY NEW(+$890.7K)
(VIGcusip921908844)	4.5K	QoQ +2.61% (+115) YoY +7.52% (+316)	All Managers (Combined)	$875.9K	0.2% ($875.9K/$458.6M)	QoQ +2.14% (+$18.4K) YoY +14.23% (+$109.2K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	3.5K	QoQ -2.42% (-86) YoY +5.58% (+183)	All Managers (Combined)	$848.5K	0.2% ($848.5K/$458.6M)	QoQ -0.26% (-$2.3K) YoY +29.30% (+$192.3K)
Palantir Technologies Inc.(PLTRcusip69608A108)	9.3K	QoQ +27.28% (+2.0K) YoY NEW(+9.3K)	All Managers (Combined)	$787.4K	0.2% ($787.4K/$458.6M)	QoQ +42.88% (+$236.3K) YoY NEW(+$787.4K)
(FNDXcusip808524771)	33.2K	QoQ -14.99% (-5.8K) YoY NEW(+33.2K)	All Managers (Combined)	$783.0K	0.2% ($783.0K/$458.6M)	QoQ -14.99% (-$138.1K) YoY NEW(+$783.0K)
ASML HOLDING NV(ASMLcusipN07059210)	1.2K	QoQ +6.26% (+69) YoY +13.03% (-135)	All Managers (Combined)	$775.9K	0.2% ($775.9K/$458.6M)	QoQ +0.52% (+$4.1K) YoY -22.82% (-$229.5K)
CANADIAN PACIFIC KANSAS CITY LTD/CN(CP.TOcusip13646K108)	10.2K	QoQ 0.00% (-1) YoY 0.00% (-0)	All Managers (Combined)	$718.0K	0.2% ($718.0K/$458.6M)	QoQ -4.71% (-$35.6K) YoY -20.36% (-$183.7K)