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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Palo Alto Networks Inc

PANW|697435105

Shares:2.1K

Value:$356.3K

% of Portfolio:0.1% ($356.3K/$458.6M)

Broadcom Inc.

AVGO|11135F101

Shares:2.0K

Value:$337.1K

% of Portfolio:0.1% ($337.1K/$458.6M)

PROCTER & GAMBLE Co

PG|742718109

Shares:1.9K

Value:$332.2K

% of Portfolio:0.1% ($332.2K/$458.6M)

92189F676

Shares:1.6K

Value:$331.1K

% of Portfolio:0.1% ($331.1K/$458.6M)

464288513

Shares:3.9K

Value:$311.0K

% of Portfolio:0.1% ($311.0K/$458.6M)

464288158

Shares:2.9K

Value:$309.6K

% of Portfolio:0.1% ($309.6K/$458.6M)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:576

Value:$307.3K

% of Portfolio:0.1% ($307.3K/$458.6M)

46641Q159

Shares:6.6K

Value:$305.8K

% of Portfolio:0.1% ($305.8K/$458.6M)

78464A847

Shares:5.8K

Value:$298.9K

% of Portfolio:0.1% ($298.9K/$458.6M)

SUBURBAN PROPANE PARTNERS LP

SPH|864482104

Shares:14.0K

Value:$294.1K

% of Portfolio:0.1% ($294.1K/$458.6M)

VISA INC.

V|92826C839

Shares:830

Value:$290.7K

% of Portfolio:0.1% ($290.7K/$458.6M)

922908744

VTV|922908744

Shares:1.7K

Value:$289.3K

% of Portfolio:0.1% ($289.3K/$458.6M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:552

Value:$289.2K

% of Portfolio:0.1% ($289.2K/$458.6M)

HOME DEPOT, INC.

HD|437076102

Shares:785

Value:$287.7K

% of Portfolio:0.1% ($287.7K/$458.6M)

46654Q203

Shares:5.5K

Value:$283.0K

% of Portfolio:0.1% ($283.0K/$458.6M)

SPDR GOLD TRUST

GLD|78463V107

Shares:975

Value:$280.9K

% of Portfolio:0.1% ($280.9K/$458.6M)

Arista Networks, Inc.

ANET|040413205

Shares:3.4K

Value:$266.6K

% of Portfolio:0.1% ($266.6K/$458.6M)

Evergy, Inc.

EVRG|30034W106

Shares:3.8K

Value:$264.2K

% of Portfolio:0.1% ($264.2K/$458.6M)

Mastercard Inc

MA|57636Q104

Shares:481

Value:$263.5K

% of Portfolio:0.1% ($263.5K/$458.6M)

464287473

IWS|464287473

Shares:2.1K

Value:$260.8K

% of Portfolio:0.1% ($260.8K/$458.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Palo Alto Networks Inc(PANWcusip697435105)	2.1K	QoQ -41.08% (-1.5K) YoY NEW(+2.1K)	All Managers (Combined)	$356.3K	0.1% ($356.3K/$458.6M)	QoQ -44.37% (-$284.2K) YoY NEW(+$356.3K)
Broadcom Inc.(AVGOcusip11135F101)	2.0K	QoQ +23.11% (-378) YoY NEW(+2.0K)	All Managers (Combined)	$337.1K	0.1% ($337.1K/$458.6M)	QoQ -11.15% (-$42.3K) YoY NEW(+$337.1K)
PROCTER & GAMBLE Co(PGcusip742718109)	1.9K	QoQ -18.04% (-429) YoY NEW(+1.9K)	All Managers (Combined)	$332.2K	0.1% ($332.2K/$458.6M)	QoQ -15.83% (-$62.5K) YoY NEW(+$332.2K)
(cusip92189F676)✕	1.6K	QoQ -45.22% (-1.3K) YoY +48.01% (+508)	All Managers (Combined)	$331.1K	0.1% ($331.1K/$458.6M)	QoQ -52.68% (-$368.7K) YoY +39.10% (+$93.1K)
(cusip464288513)✕	3.9K	QoQ -0.85% (-34) YoY +16.73% (+565)	All Managers (Combined)	$311.0K	0.1% ($311.0K/$458.6M)	QoQ -0.79% (-$2.5K) YoY +18.46% (+$48.5K)
(cusip464288158)✕	2.9K	QoQ +0.10% (+3) YoY -23.42% (-897)	All Managers (Combined)	$309.6K	0.1% ($309.6K/$458.6M)	QoQ +0.13% (+$414) YoY -22.79% (-$91.4K)
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	576	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$307.3K	0.1% ($307.3K/$458.6M)	QoQ -6.12% (-$20.0K) YoY -4.11% (-$13.2K)
(cusip46641Q159)✕	6.6K	QoQ -4.07% (-282) YoY +16.43% (+937)	All Managers (Combined)	$305.8K	0.1% ($305.8K/$458.6M)	QoQ -3.17% (-$10.0K) YoY +17.73% (+$46.1K)
(cusip78464A847)✕	5.8K	QoQ +8.81% (+473) YoY NEW(+5.8K)	All Managers (Combined)	$298.9K	0.1% ($298.9K/$458.6M)	QoQ +2.08% (+$6.1K) YoY NEW(+$298.9K)
SUBURBAN PROPANE PARTNERS LP(SPHcusip864482104)	14.0K	QoQ 0.00% (+0) YoY -17.64% (-3.0K)	All Managers (Combined)	$294.1K	0.1% ($294.1K/$458.6M)	QoQ +18.90% (+$46.8K) YoY -15.30% (-$53.2K)
VISA INC.(Vcusip92826C839)	830	QoQ -16.49% (-164) YoY NEW(+830)	All Managers (Combined)	$290.7K	0.1% ($290.7K/$458.6M)	QoQ -6.99% (-$21.9K) YoY NEW(+$290.7K)
(VTVcusip922908744)	1.7K	QoQ +8.83% (+136) YoY +14.72% (+215)	All Managers (Combined)	$289.3K	0.1% ($289.3K/$458.6M)	QoQ +11.20% (+$29.2K) YoY +21.68% (+$51.6K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	552	QoQ -5.96% (-35) YoY -1.25% (-7)	All Managers (Combined)	$289.2K	0.1% ($289.2K/$458.6M)	QoQ -2.36% (-$7.0K) YoY +4.49% (-$12.4K)
HOME DEPOT, INC.(HDcusip437076102)	785	QoQ +3.97% (-30) YoY +31.93% (+190)	All Managers (Combined)	$287.7K	0.1% ($287.7K/$458.6M)	QoQ -1.84% (-$5.4K) YoY +25.96% (+$59.3K)
(cusip46654Q203)✕	5.5K	QoQ +43.81% (+1.7K) YoY NEW(+5.5K)	All Managers (Combined)	$283.0K	0.1% ($283.0K/$458.6M)	QoQ +32.31% (+$69.1K) YoY NEW(+$283.0K)
SPDR GOLD TRUST(GLDcusip78463V107)	975	QoQ NEW(+975) YoY NEW(+975)	All Managers (Combined)	$280.9K	0.1% ($280.9K/$458.6M)	QoQ NEW(+$280.9K) YoY NEW(+$280.9K)
Arista Networks, Inc.(ANETcusip040413205)	3.4K	QoQ NEW(+3.4K) YoY NEW(+3.4K)	All Managers (Combined)	$266.6K	0.1% ($266.6K/$458.6M)	QoQ NEW(+$266.6K) YoY NEW(+$266.6K)
Evergy, Inc.(EVRGcusip30034W106)	3.8K	QoQ 0.00% (+0) YoY NEW(+3.8K)	All Managers (Combined)	$264.2K	0.1% ($264.2K/$458.6M)	QoQ +11.86% (+$28.0K) YoY NEW(+$264.2K)
Mastercard Inc(MAcusip57636Q104)	481	QoQ +2.12% (+10) YoY -5.31% (-27)	All Managers (Combined)	$263.5K	0.1% ($263.5K/$458.6M)	QoQ +7.18% (+$17.7K) YoY +7.65% (-$18.7K)
(IWScusip464287473)	2.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$260.8K	0.1% ($260.8K/$458.6M)	QoQ -2.25% (-$6.0K) YoY +0.51% (+$1.3K)