Legacy-Financial-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "TROW",
  "ITUB",
  "AFG",
  "EXAS",
  "SABR",
  "ALSN",
  "MU",
  "ACN",
  "MMM",
  "ABT",
  null,
  "ABBV",
  "ADBE",
  "APD",
  "BABA",
  "KSS",
  null,
  "VONG",
  "ALL",
  "GOOGL",
  "AXP",
  "ASML",
  "T",
  "BLK",
  "ASX",
  "CAT",
  "AVGO",
  "LOW",
  "CP.TO",
  "SAN",
  "BSX",
  "CCI",
  "COF",
  "CMI",
  null,
  "DUK",
  "D",
  "M",
  "FAT",
  "EOG",
  "QFIN",
  "EXPD",
  "FFBC",
  null,
  "FITB",
  "GD",
  "GILD",
  "GIS",
  "HLT",
  "HON",
  "HD",
  "AZN",
  "MCD",
  "INTU",
  "APPS",
  null,
  null,
  null,
  null,
  "FE",
  "UNP",
  "QCOM",
  "GGB",
  "ISRG",
  "HSBC",
  "EMXC",
  "ITW",
  "INGR",
  "AMAT",
  "ING",
  "EMR",
  "BKNG",
  "ICE",
  "META",
  "OPI",
  null,
  "IJH",
  null,
  "SWK",
  null,
  null,
  null,
  null,
  "LRCX",
  "LIN",
  "MPC",
  "MMC",
  null,
  "MA",
  "MDT",
  "MSFT",
  "MFG",
  "MDLZ",
  "MUFG",
  "MS",
  "TMUS",
  "EQIX",
  "EQT",
  "GE",
  "RHI",
  "HIG",
  "HES",
  "HRL",
  "NVS",
  "FMC",
  "OMC",
  "ORLY",
  "EMN",
  "ADM",
  "BX",
  "AMP",
  "IJR",
  "EFG",
  "ANET",
  "KLAC",
  "KR",
  "ORCL",
  "NOC",
  "OKE",
  null,
  "PAYX",
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "PGR",
  "IVV",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "HLN",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "GEHC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "DGX",
  "REGN",
  "IEFA",
  "SPGI",
  "RY",
  "RELX",
  "NOW",
  "SHW",
  "SHOP",
  "SPG",
  "ROP",
  "O",
  "SNA",
  "RIO",
  "SHEL",
  "RTX",
  "GLD",
  "SAP",
  "BP",
  "AMT",
  "RSG",
  "IBM",
  "SYK",
  "SBUX",
  "SMFG",
  "SNPS",
  "CI",
  "TXN",
  "TD",
  "TM",
  "TMO",
  "TJX",
  "TDG",
  "TFC",
  "TRV",
  "UBS",
  "UBER",
  "UL",
  "UPS",
  "VO",
  "PNFP",
  "RCL",
  "VOE",
  "SCHW",
  "MNST",
  "KE",
  "ALC",
  null,
  null,
  "IWV",
  null,
  null,
  null,
  "LYG",
  "TTE",
  "GOGO",
  "SNY",
  "TSM",
  "GSK",
  "CHPT",
  "ETR",
  "BN.TO",
  "DD",
  "VRTX",
  null,
  "TT",
  "SEIC",
  "LECO",
  "MSM",
  "ADSK",
  "AON",
  "AMCR",
  "AEE",
  "AFL",
  "AMD",
  "SONY",
  "VFC",
  "X",
  "FI",
  "DOV",
  "F",
  "DEO",
  "AJG",
  "WM",
  "IWR",
  "CAH",
  "AEP",
  "BKR",
  null,
  "PEG",
  "FDS",
  "NVO",
  "AMZN",
  "MSI",
  "CLF",
  "PFG",
  "HII",
  "NTES",
  null,
  "HBAN",
  "RGA",
  "USB",
  "ESGV",
  "VEA",
  "MGK",
  "VTEB",
  "VOO",
  "V",
  "WBD",
  "WMT",
  "WFC",
  "WELL",
  "WHR",
  "WMB",
  null,
  null,
  null,
  "XEL",
  "WDAY",
  "YUM",
  "IUSG",
  null,
  null,
  "OCC",
  "MTB",
  "AEM",
  "SCHD",
  "JKHY",
  "NSC",
  "NOK",
  "HLMN",
  "NXPI",
  "SO",
  "PSX",
  "CRM",
  "S",
  "GEV",
  "ZM",
  "DGRO",
  "MCK",
  "SPYV",
  "ESGU",
  "FDX",
  "ADP",
  "AZO",
  "BAC",
  "BBVA",
  "BMO",
  "BCS",
  "BK",
  "BRK-B",
  "BDX",
  "BDC",
  "BKH",
  "BA",
  null,
  "BMY",
  "BTI",
  "CHRW",
  "CNI",
  "CDNS",
  "CBRE",
  "CNP",
  "CVX",
  "CB",
  "CMG",
  "CTAS",
  "CSCO",
  "C",
  "CLX",
  "CLSK",
  "KOF",
  "CME",
  "KO",
  "CCEP",
  "CMA",
  "CMCSA",
  "CL",
  "COP",
  "ED",
  "CTRA",
  "COST",
  "CTVA",
  "CROX",
  "CVS",
  "CSX",
  "CFR",
  "DHR",
  "DE",
  "DVN",
  "DLR",
  "DOCU",
  "ADI",
  "MCO",
  "USMV",
  "NEE",
  "NKE",
  "MAR",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "MO",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 362
Total Value: 597964044
Accession Number: 0001765380-25-000226
Form Type: 13F-HR
CIK: legacy-financial-advisors
Manager Name: Legacy-Financial-Advisors

Data Enrichment

91% identified

329 identified33 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

362 positions • $598.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 11 of 19

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M&T BANK CORP

MTB|55261F104

Shares:2.7K

Value:$476.0K

% of Portfolio:0.1% ($476.0K/$598.0M)

MSC INDUSTRIAL DIRECT CO INC

MSM|553530106

Shares:6.1K

Value:$471.3K

% of Portfolio:0.1% ($471.3K/$598.0M)

MOODYS CORP /DE/

MCO|615369105

Shares:1.0K

Value:$466.7K

% of Portfolio:0.1% ($466.7K/$598.0M)

ROYAL CARIBBEAN CRUISES LTD

RCL|V7780T103

Shares:2.3K

Value:$465.9K

% of Portfolio:0.1% ($465.9K/$598.0M)

FIRSTENERGY CORP

FE|337932107

Shares:11.5K

Value:$465.6K

% of Portfolio:0.1% ($465.6K/$598.0M)

ROYAL BANK OF CANADA

RY|780087102

Shares:4.1K

Value:$460.7K

% of Portfolio:0.1% ($460.7K/$598.0M)

WHIRLPOOL CORP /DE/

WHR|963320106

Shares:5.1K

Value:$460.6K

% of Portfolio:0.1% ($460.6K/$598.0M)

Cigna Group

CI|125523100

Shares:1.4K

Value:$460.6K

% of Portfolio:0.1% ($460.6K/$598.0M)

DOW INC.

DOW|260557103

Shares:13.1K

Value:$459.2K

% of Portfolio:0.1% ($459.2K/$598.0M)

LAM RESEARCH CORP

LRCX|512807306

Shares:6.3K

Value:$459.2K

% of Portfolio:0.1% ($459.2K/$598.0M)

WELLTOWER INC.

WELL|95040Q104

Shares:3.0K

Value:$454.6K

% of Portfolio:0.1% ($454.6K/$598.0M)

464287507

IJH|464287507

Shares:7.7K

Value:$451.7K

% of Portfolio:0.1% ($451.7K/$598.0M)

KLA CORP

KLAC|482480100

Shares:658

Value:$447.5K

% of Portfolio:0.1% ($447.5K/$598.0M)

19762B202

Shares:15.1K

Value:$446.4K

% of Portfolio:0.1% ($446.4K/$598.0M)

STRYKER CORP

SYK|863667101

Shares:1.2K

Value:$446.3K

% of Portfolio:0.1% ($446.3K/$598.0M)

ROBERT HALF INC.

RHI|770323103

Shares:8.0K

Value:$433.8K

% of Portfolio:0.1% ($433.8K/$598.0M)

XCEL ENERGY INC

XEL|98389B100

Shares:6.1K

Value:$433.5K

% of Portfolio:0.1% ($433.5K/$598.0M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:7.2K

Value:$431.0K

% of Portfolio:0.1% ($431.0K/$598.0M)

SYNOPSYS INC

SNPS|871607107

Shares:993

Value:$425.8K

% of Portfolio:0.1% ($425.8K/$598.0M)

COCA-COLA EUROPACIFIC PARTNERS plc

CCEP|G25839104

Shares:4.9K

Value:$424.7K

% of Portfolio:0.1% ($424.7K/$598.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
M&T BANK CORP(MTBcusip55261F104)	2.7K	QoQ +1.37% (-36) YoY +7.55% (+187)	All Managers (Combined)	$476.0K	0.1% ($476.0K/$598.0M)	QoQ -3.62% (-$17.9K) YoY +32.18% (+$115.9K)
MSC INDUSTRIAL DIRECT CO INC(MSMcusip553530106)	6.1K	QoQ -2.05% (-127) YoY -43.18% (-4.6K)	All Managers (Combined)	$471.3K	0.1% ($471.3K/$598.0M)	QoQ +1.86% (-$8.6K) YoY -54.52% (-$565.1K)
MOODYS CORP /DE/(MCOcusip615369105)	1.0K	QoQ +16.24% (+140) YoY +19.28% (+162)	All Managers (Combined)	$466.7K	0.1% ($466.7K/$598.0M)	QoQ +14.35% (+$58.6K) YoY +41.33% (+$136.5K)
ROYAL CARIBBEAN CRUISES LTD(RCLcusipV7780T103)	2.3K	QoQ +3.84% (-84) YoY +10.58% (+217)	All Managers (Combined)	$465.9K	0.1% ($465.9K/$598.0M)	QoQ -7.52% (-$37.9K) YoY +63.42% (+$180.8K)
FIRSTENERGY CORP(FEcusip337932107)	11.5K	QoQ -0.25% (-29) YoY -32.03% (-5.4K)	All Managers (Combined)	$465.6K	0.1% ($465.6K/$598.0M)	QoQ +1.35% (-$6.2K) YoY -28.86% (-$189.0K)
ROYAL BANK OF CANADA(RYcusip780087102)	4.1K	QoQ -3.35% (-142) YoY +24.03% (+792)	All Managers (Combined)	$460.7K	0.1% ($460.7K/$598.0M)	QoQ -9.60% (-$49.0K) YoY +38.62% (+$128.4K)
WHIRLPOOL CORP /DE/(WHRcusip963320106)	5.1K	QoQ -6.18% (-337) YoY +80.85% (+2.3K)	All Managers (Combined)	$460.6K	0.1% ($460.6K/$598.0M)	QoQ -26.14% (-$163.1K) YoY +36.24% (+$122.5K)
Cigna Group(CIcusip125523100)	1.4K	QoQ +2.86% (+39) YoY +14.00% (+172)	All Managers (Combined)	$460.6K	0.1% ($460.6K/$598.0M)	QoQ +22.55% (+$84.8K) YoY +3.27% (+$14.6K)
DOW INC.(DOWcusip260557103)	13.1K	QoQ NEW(+13.1K) YoY +255.76% (+9.5K)	All Managers (Combined)	$459.2K	0.1% ($459.2K/$598.0M)	QoQ NEW(+$459.2K) YoY +114.43% (+$245.0K)
LAM RESEARCH CORP(LRCXcusip512807306)	6.3K	QoQ +25.31% (+1.3K) YoY NEW(+6.3K)	All Managers (Combined)	$459.2K	0.1% ($459.2K/$598.0M)	QoQ +26.13% (+$95.1K) YoY NEW(+$459.2K)
WELLTOWER INC.(WELLcusip95040Q104)	3.0K	QoQ +6.45% (+180) YoY +28.38% (+656)	All Managers (Combined)	$454.6K	0.1% ($454.6K/$598.0M)	QoQ +29.41% (+$103.3K) YoY +110.53% (+$238.7K)
(IJHcusip464287507)	7.7K	QoQ -17.95% (-1.7K) YoY -84.11% (-41.0K)	All Managers (Combined)	$451.7K	0.1% ($451.7K/$598.0M)	QoQ -23.17% (-$136.2K) YoY -84.74% (-$2.5M)
KLA CORP(KLACcusip482480100)	658	QoQ +20.07% (+110) YoY +7.86% (+48)	All Managers (Combined)	$447.5K	0.1% ($447.5K/$598.0M)	QoQ +29.52% (+$102.0K) YoY +5.01% (+$21.4K)
(cusip19762B202)✕	15.1K	QoQ +34.69% (+3.9K) YoY NEW(+15.1K)	All Managers (Combined)	$446.4K	0.1% ($446.4K/$598.0M)	QoQ +34.40% (+$114.3K) YoY NEW(+$446.4K)
STRYKER CORP(SYKcusip863667101)	1.2K	QoQ +9.09% (+100) YoY +39.41% (+339)	All Managers (Combined)	$446.3K	0.1% ($446.3K/$598.0M)	QoQ +12.79% (+$50.6K) YoY +45.01% (+$138.5K)
ROBERT HALF INC.(RHIcusip770323103)	8.0K	QoQ -30.70% (-3.5K) YoY -17.10% (-1.6K)	All Managers (Combined)	$433.8K	0.1% ($433.8K/$598.0M)	QoQ -46.34% (-$374.8K) YoY -42.96% (-$326.8K)
XCEL ENERGY INC(XELcusip98389B100)	6.1K	QoQ +7.77% (+442) YoY NEW(+6.1K)	All Managers (Combined)	$433.5K	0.1% ($433.5K/$598.0M)	QoQ +13.00% (+$49.9K) YoY NEW(+$433.5K)
ALTRIA GROUP, INC.(MOcusip02209S103)	7.2K	QoQ +2.22% (+156) YoY +30.61% (+1.7K)	All Managers (Combined)	$431.0K	0.1% ($431.0K/$598.0M)	QoQ +17.32% (+$63.6K) YoY +79.70% (+$191.2K)
SYNOPSYS INC(SNPScusip871607107)	993	QoQ +8.05% (-74) YoY -0.40% (-4)	All Managers (Combined)	$425.8K	0.1% ($425.8K/$598.0M)	QoQ -4.52% (-$20.2K) YoY -25.26% (-$143.9K)
COCA-COLA EUROPACIFIC PARTNERS plc(CCEPcusipG25839104)	4.9K	QoQ -2.90% (-146) YoY +9.98% (+443)	All Managers (Combined)	$424.7K	0.1% ($424.7K/$598.0M)	QoQ +10.01% (-$38.7K) YoY +36.83% (+$114.3K)