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 12 of 19

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SHERWIN WILLIAMS CO

SHW|824348106

Shares:1.2K

Value:$422.6K

% of Portfolio:0.1% ($422.6K/$598.0M)

CLEANSPARK, INC.

CLSK|18452B209

Shares:62.7K

Value:$421.2K

% of Portfolio:0.1% ($421.2K/$598.0M)

Trane Technologies plc

TT|G8994E103

Shares:1.3K

Value:$421.1K

% of Portfolio:0.1% ($421.1K/$598.0M)

Mondelez International, Inc.

MDLZ|609207105

Shares:6.2K

Value:$419.0K

% of Portfolio:0.1% ($419.0K/$598.0M)

PRINCIPAL FINANCIAL GROUP INC

PFG|74251V102

Shares:4.9K

Value:$416.4K

% of Portfolio:0.1% ($416.4K/$598.0M)

EXPEDITORS INTERNATIONAL OF WASHINGTON INC

EXPD|302130109

Shares:3.5K

Value:$416.4K

% of Portfolio:0.1% ($416.4K/$598.0M)

STANLEY BLACK & DECKER, INC.

SWK|854502101

Shares:5.4K

Value:$414.2K

% of Portfolio:0.1% ($414.2K/$598.0M)

DOCUSIGN, INC.

DOCU|256163106

Shares:5.1K

Value:$412.5K

% of Portfolio:0.1% ($412.5K/$598.0M)

Palo Alto Networks Inc

PANW|697435105

Shares:2.4K

Value:$411.6K

% of Portfolio:0.1% ($411.6K/$598.0M)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:3.7K

Value:$410.4K

% of Portfolio:0.1% ($410.4K/$598.0M)

DEVON ENERGY CORP/DE

DVN|25179M103

Shares:10.9K

Value:$406.6K

% of Portfolio:0.1% ($406.6K/$598.0M)

RELX PLC

RELX|759530108

Shares:8.0K

Value:$402.3K

% of Portfolio:0.1% ($402.3K/$598.0M)

464287499

IWR|464287499

Shares:4.7K

Value:$401.2K

% of Portfolio:0.1% ($401.2K/$598.0M)

808524797

SCHD|808524797

Shares:14.3K

Value:$400.8K

% of Portfolio:0.1% ($400.8K/$598.0M)

464288885

EFG|464288885

Shares:4.0K

Value:$399.9K

% of Portfolio:0.1% ($399.9K/$598.0M)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:1.7K

Value:$398.9K

% of Portfolio:0.1% ($398.9K/$598.0M)

Arthur J. Gallagher & Co.

AJG|363576109

Shares:1.2K

Value:$398.4K

% of Portfolio:0.1% ($398.4K/$598.0M)

LINCOLN ELECTRIC HOLDINGS INC

LECO|533900106

Shares:2.1K

Value:$397.7K

% of Portfolio:0.1% ($397.7K/$598.0M)

MARRIOTT INTERNATIONAL INC /MD/

MAR|571903202

Shares:1.7K

Value:$396.6K

% of Portfolio:0.1% ($396.6K/$598.0M)

25434V609

Shares:7.7K

Value:$394.1K

% of Portfolio:0.1% ($394.1K/$598.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
SHERWIN WILLIAMS CO(SHWcusip824348106)	1.2K	QoQ +1.25% (+15) YoY +4.85% (+56)	All Managers (Combined)	$422.6K	0.1% ($422.6K/$598.0M)	QoQ +4.01% (+$16.3K) YoY +5.38% (+$21.6K)
CLEANSPARK, INC.(CLSKcusip18452B209)	62.7K	QoQ 0.00% (-0) YoY NEW(+62.7K)	All Managers (Combined)	$421.2K	0.1% ($421.2K/$598.0M)	QoQ -27.03% (-$156.1K) YoY NEW(+$421.2K)
Trane Technologies plc(TTcusipG8994E103)	1.3K	QoQ +2.54% (-31) YoY +5.04% (+60)	All Managers (Combined)	$421.1K	0.1% ($421.1K/$598.0M)	QoQ -6.46% (-$29.1K) YoY +17.89% (+$63.9K)
Mondelez International, Inc.(MDLZcusip609207105)	6.2K	QoQ +5.86% (+342) YoY -6.66% (-441)	All Managers (Combined)	$419.0K	0.1% ($419.0K/$598.0M)	QoQ +20.25% (+$70.6K) YoY -9.53% (-$44.1K)
PRINCIPAL FINANCIAL GROUP INC(PFGcusip74251V102)	4.9K	QoQ -3.19% (-163) YoY -9.09% (-494)	All Managers (Combined)	$416.4K	0.1% ($416.4K/$598.0M)	QoQ +5.51% (-$21.8K) YoY -11.14% (-$52.3K)
EXPEDITORS INTERNATIONAL OF WASHINGTON INC(EXPDcusip302130109)	3.5K	QoQ +10.32% (+324) YoY +24.92% (+691)	All Managers (Combined)	$416.4K	0.1% ($416.4K/$598.0M)	QoQ +19.76% (+$68.7K) YoY +23.55% (+$79.4K)
STANLEY BLACK & DECKER, INC.(SWKcusip854502101)	5.4K	QoQ +1.91% (-101) YoY NEW(+5.4K)	All Managers (Combined)	$414.2K	0.1% ($414.2K/$598.0M)	QoQ -2.41% (-$10.2K) YoY NEW(+$414.2K)
DOCUSIGN, INC.(DOCUcusip256163106)	5.1K	QoQ -0.39% (-20) YoY -0.01% (-1)	All Managers (Combined)	$412.5K	0.1% ($412.5K/$598.0M)	QoQ -9.85% (-$45.1K) YoY +36.66% (-$110.7K)
Palo Alto Networks Inc(PANWcusip697435105)	2.4K	QoQ +15.18% (+318) YoY +233.60% (+1.7K)	All Managers (Combined)	$411.6K	0.1% ($411.6K/$598.0M)	QoQ +8.02% (+$30.6K) YoY +100.35% (+$206.2K)
GILEAD SCIENCES, INC.(GILDcusip375558103)	3.7K	QoQ +14.54% (+465) YoY -13.01% (-548)	All Managers (Combined)	$410.4K	0.1% ($410.4K/$598.0M)	QoQ +38.94% (+$115.0K) YoY +33.06% (-$102.0K)
DEVON ENERGY CORP/DE(DVNcusip25179M103)	10.9K	QoQ -4.89% (-559) YoY -45.25% (-9.0K)	All Managers (Combined)	$406.6K	0.1% ($406.6K/$598.0M)	QoQ +8.68% (-$32.5K) YoY -59.19% (-$589.8K)
RELX PLC(RELXcusip759530108)	8.0K	QoQ +6.22% (+468) YoY +46.01% (+2.5K)	All Managers (Combined)	$402.3K	0.1% ($402.3K/$598.0M)	QoQ +17.90% (+$61.1K) YoY +70.02% (+$165.7K)
(IWRcusip464287499)	4.7K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$401.2K	0.1% ($401.2K/$598.0M)	QoQ -3.76% (-$15.7K) YoY +1.16% (+$4.6K)
(SCHDcusip808524797)	14.3K	QoQ -6.04% (-922) YoY +164.89% (-8.9K)	All Managers (Combined)	$400.8K	0.1% ($400.8K/$598.0M)	QoQ -3.84% (-$16.0K) YoY -8.14% (-$35.5K)
(EFGcusip464288885)	4.0K	QoQ -42.46% (-3.0K) YoY NEW(+4.0K)	All Managers (Combined)	$399.9K	0.1% ($399.9K/$598.0M)	QoQ -40.57% (-$273.1K) YoY NEW(+$399.9K)
NORFOLK SOUTHERN CORP(NSCcusip655844108)	1.7K	QoQ +6.11% (+97) YoY +41.63% (+495)	All Managers (Combined)	$398.9K	0.1% ($398.9K/$598.0M)	QoQ +7.08% (+$26.4K) YoY +31.61% (+$95.8K)
Arthur J. Gallagher & Co.(AJGcusip363576109)	1.2K	QoQ +16.09% (+160) YoY +41.24% (+337)	All Managers (Combined)	$398.4K	0.1% ($398.4K/$598.0M)	QoQ +41.20% (+$116.3K) YoY +95.02% (+$194.1K)
LINCOLN ELECTRIC HOLDINGS INC(LECOcusip533900106)	2.1K	QoQ -1.36% (-29) YoY -7.27% (-165)	All Managers (Combined)	$397.7K	0.1% ($397.7K/$598.0M)	QoQ -0.46% (-$1.9K) YoY -31.32% (-$181.4K)
MARRIOTT INTERNATIONAL INC /MD/(MARcusip571903202)	1.7K	QoQ +2.77% (-45) YoY +4.06% (-65)	All Managers (Combined)	$396.6K	0.1% ($396.6K/$598.0M)	QoQ -12.23% (-$55.3K) YoY -1.75% (-$7.1K)
(cusip25434V609)✕	7.7K	QoQ +46.74% (+2.4K) YoY NEW(+7.7K)	All Managers (Combined)	$394.1K	0.1% ($394.1K/$598.0M)	QoQ +35.74% (+$103.8K) YoY NEW(+$394.1K)