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

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EQUINIX INC

EQIX|29444U700

Shares:348

Value:$284.1K

% of Portfolio:0.0% ($284.1K/$598.0M)

Hilton Worldwide Holdings Inc.

HLT|43300A203

Shares:1.2K

Value:$283.3K

% of Portfolio:0.0% ($283.3K/$598.0M)

AUTOZONE INC

AZO|053332102

Shares:74

Value:$282.1K

% of Portfolio:0.0% ($282.1K/$598.0M)

MICRON TECHNOLOGY INC

MU|595112103

Shares:3.2K

Value:$281.6K

% of Portfolio:0.0% ($281.6K/$598.0M)

Sabre Corp

SABR|78573M104

Shares:100.1K

Value:$281.3K

% of Portfolio:0.0% ($281.3K/$598.0M)

Archer-Daniels-Midland Co

ADM|039483102

Shares:5.8K

Value:$280.3K

% of Portfolio:0.0% ($280.3K/$598.0M)

GSK plc

GSK|37733W204

Shares:7.1K

Value:$273.8K

% of Portfolio:0.0% ($273.8K/$598.0M)

Banco Santander, S.A.

SAN|05964H105

Shares:40.7K

Value:$272.5K

% of Portfolio:0.0% ($272.5K/$598.0M)

67092P201

Shares:3.5K

Value:$271.7K

% of Portfolio:0.0% ($271.7K/$598.0M)

464287689

IWV|464287689

Shares:849

Value:$269.7K

% of Portfolio:0.0% ($269.7K/$598.0M)

COMERICA INC /NEW/

CMA|200340107

Shares:4.6K

Value:$269.0K

% of Portfolio:0.0% ($269.0K/$598.0M)

Haleon plc

HLN|405552100

Shares:25.9K

Value:$266.6K

% of Portfolio:0.0% ($266.6K/$598.0M)

AMEREN CORP

AEE|023608102

Shares:2.6K

Value:$262.6K

% of Portfolio:0.0% ($262.6K/$598.0M)

ONEOK INC /NEW/

OKE|682680103

Shares:2.6K

Value:$262.0K

% of Portfolio:0.0% ($262.0K/$598.0M)

78464A508

SPYV|78464A508

Shares:5.1K

Value:$261.5K

% of Portfolio:0.0% ($261.5K/$598.0M)

CVS HEALTH Corp

CVS|126650100

Shares:3.8K

Value:$260.4K

% of Portfolio:0.0% ($260.4K/$598.0M)

BECTON DICKINSON & CO

BDX|075887109

Shares:1.1K

Value:$259.3K

% of Portfolio:0.0% ($259.3K/$598.0M)

CARDINAL HEALTH INC

CAH|14149Y108

Shares:1.9K

Value:$258.7K

% of Portfolio:0.0% ($258.7K/$598.0M)

06849F108

Shares:13.3K

Value:$258.4K

% of Portfolio:0.0% ($258.4K/$598.0M)

SUMITOMO MITSUI FINANCIAL GROUP, INC.

SMFG|86562M209

Shares:16.6K

Value:$256.4K

% of Portfolio:0.0% ($256.4K/$598.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
EQUINIX INC(EQIXcusip29444U700)	348	QoQ -3.33% (-12) YoY +9.77% (+31)	All Managers (Combined)	$284.1K	0.0% ($284.1K/$598.0M)	QoQ -16.40% (-$55.8K) YoY +8.40% (+$22.0K)
Hilton Worldwide Holdings Inc.(HLTcusip43300A203)	1.2K	QoQ +12.36% (+137) YoY NEW(+1.2K)	All Managers (Combined)	$283.3K	0.0% ($283.3K/$598.0M)	QoQ +3.44% (+$9.4K) YoY NEW(+$283.3K)
AUTOZONE INC(AZOcusip053332102)	74	QoQ +7.24% (+5) YoY +2.77% (+2)	All Managers (Combined)	$282.1K	0.0% ($282.1K/$598.0M)	QoQ +27.70% (+$61.2K) YoY +24.33% (+$55.2K)
MICRON TECHNOLOGY INC(MUcusip595112103)	3.2K	QoQ +23.60% (+619) YoY +44.75% (+1.0K)	All Managers (Combined)	$281.6K	0.0% ($281.6K/$598.0M)	QoQ +27.61% (+$60.9K) YoY +6.68% (+$17.7K)
Sabre Corp(SABRcusip78573M104)	100.1K	QoQ +0.09% (-92) YoY +0.09% (+92)	All Managers (Combined)	$281.3K	0.0% ($281.3K/$598.0M)	QoQ -22.94% (-$83.7K) YoY +16.22% (+$39.3K)
Archer-Daniels-Midland Co(ADMcusip039483102)	5.8K	QoQ +1.81% (-104) YoY -2.30% (-138)	All Managers (Combined)	$280.3K	0.0% ($280.3K/$598.0M)	QoQ -3.24% (-$9.4K) YoY -25.32% (-$95.1K)
GSK plc(GSKcusip37733W204)	7.1K	QoQ NEW(+7.1K) YoY -8.64% (-669)	All Managers (Combined)	$273.8K	0.0% ($273.8K/$598.0M)	QoQ NEW(+$273.8K) YoY -17.44% (-$57.8K)
Banco Santander, S.A.(SANcusip05964H105)	40.7K	QoQ -1.29% (-534) YoY -24.45% (-13.2K)	All Managers (Combined)	$272.5K	0.0% ($272.5K/$598.0M)	QoQ +45.02% (-$84.6K) YoY +4.57% (-$11.9K)
(cusip67092P201)✕	3.5K	QoQ -8.94% (-341) YoY NEW(+3.5K)	All Managers (Combined)	$271.7K	0.0% ($271.7K/$598.0M)	QoQ -16.96% (-$55.5K) YoY NEW(+$271.7K)
(IWVcusip464287689)	849	QoQ -2.63% (-23) YoY -44.54% (-682)	All Managers (Combined)	$269.7K	0.0% ($269.7K/$598.0M)	QoQ -7.47% (-$21.8K) YoY -41.30% (-$189.7K)
COMERICA INC /NEW/(CMAcusip200340107)	4.6K	QoQ -3.88% (-184) YoY -5.32% (-256)	All Managers (Combined)	$269.0K	0.0% ($269.0K/$598.0M)	QoQ -8.22% (-$24.1K) YoY +1.68% (-$4.5K)
Haleon plc(HLNcusip405552100)	25.9K	QoQ +9.81% (+2.3K) YoY +35.46% (+6.8K)	All Managers (Combined)	$266.6K	0.0% ($266.6K/$598.0M)	QoQ +18.45% (+$41.5K) YoY +64.19% (+$104.2K)
AMEREN CORP(AEEcusip023608102)	2.6K	QoQ +2.50% (+64) YoY NEW(+2.6K)	All Managers (Combined)	$262.6K	0.0% ($262.6K/$598.0M)	QoQ +15.45% (+$35.2K) YoY NEW(+$262.6K)
ONEOK INC /NEW/(OKEcusip682680103)	2.6K	QoQ -2.65% (-72) YoY NEW(+2.6K)	All Managers (Combined)	$262.0K	0.0% ($262.0K/$598.0M)	QoQ -3.79% (-$10.3K) YoY NEW(+$262.0K)
(SPYVcusip78464A508)	5.1K	QoQ NEW(+5.1K) YoY NEW(+5.1K)	All Managers (Combined)	$261.5K	0.0% ($261.5K/$598.0M)	QoQ NEW(+$261.5K) YoY NEW(+$261.5K)
CVS HEALTH Corp(CVScusip126650100)	3.8K	QoQ NEW(+3.8K) YoY +26.91% (+815)	All Managers (Combined)	$260.4K	0.0% ($260.4K/$598.0M)	QoQ NEW(+$260.4K) YoY +7.79% (+$18.8K)
BECTON DICKINSON & CO(BDXcusip075887109)	1.1K	QoQ +19.15% (+182) YoY NEW(+1.1K)	All Managers (Combined)	$259.3K	0.0% ($259.3K/$598.0M)	QoQ +20.30% (+$43.8K) YoY NEW(+$259.3K)
CARDINAL HEALTH INC(CAHcusip14149Y108)	1.9K	QoQ -0.15% (-3) YoY NEW(+1.9K)	All Managers (Combined)	$258.7K	0.0% ($258.7K/$598.0M)	QoQ +16.32% (-$36.3K) YoY NEW(+$258.7K)
(cusip06849F108)✕	13.3K	QoQ NEW(+13.3K) YoY NEW(+13.3K)	All Managers (Combined)	$258.4K	0.0% ($258.4K/$598.0M)	QoQ NEW(+$258.4K) YoY NEW(+$258.4K)
SUMITOMO MITSUI FINANCIAL GROUP, INC.(SMFGcusip86562M209)	16.6K	QoQ +30.75% (+3.9K) YoY +51.66% (+5.6K)	All Managers (Combined)	$256.4K	0.0% ($256.4K/$598.0M)	QoQ +39.50% (+$72.6K) YoY +99.21% (+$127.7K)