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 16 of 19

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46428Q109

Shares:8.2K

Value:$255.5K

% of Portfolio:0.0% ($255.5K/$598.0M)

TransDigm Group INC

TDG|893641100

Shares:183

Value:$253.1K

% of Portfolio:0.0% ($253.1K/$598.0M)

Blackstone Inc.

BX|09260D107

Shares:1.8K

Value:$252.9K

% of Portfolio:0.0% ($252.9K/$598.0M)

BANCO BILBAO VIZCAYA ARGENTARIA, S.A.

BBVA|05946K101

Shares:18.4K

Value:$250.4K

% of Portfolio:0.0% ($250.4K/$598.0M)

CLEVELAND-CLIFFS INC.

CLF|185899101

Shares:30.4K

Value:$249.6K

% of Portfolio:0.0% ($249.6K/$598.0M)

PINNACLE FINANCIAL PARTNERS INC

PNFP|72346Q104

Shares:2.4K

Value:$249.5K

% of Portfolio:0.0% ($249.5K/$598.0M)

GENERAL MILLS INC

GIS|370334104

Shares:4.2K

Value:$249.0K

% of Portfolio:0.0% ($249.0K/$598.0M)

ROPER TECHNOLOGIES INC

ROP|776696106

Shares:422

Value:$248.7K

% of Portfolio:0.0% ($248.7K/$598.0M)

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:1.0K

Value:$248.0K

% of Portfolio:0.0% ($248.0K/$598.0M)

67092P854

Shares:11.7K

Value:$247.7K

% of Portfolio:0.0% ($247.7K/$598.0M)

Workday, Inc.

WDAY|98138H101

Shares:1.1K

Value:$247.1K

% of Portfolio:0.0% ($247.1K/$598.0M)

COLGATE PALMOLIVE CO

CL|194162103

Shares:2.6K

Value:$246.1K

% of Portfolio:0.0% ($246.1K/$598.0M)

19761L862

Shares:7.5K

Value:$244.4K

% of Portfolio:0.0% ($244.4K/$598.0M)

WILLIAMS COMPANIES, INC.

WMB|969457100

Shares:4.1K

Value:$242.3K

% of Portfolio:0.0% ($242.3K/$598.0M)

CONSOLIDATED EDISON INC

ED|209115104

Shares:2.2K

Value:$242.1K

% of Portfolio:0.0% ($242.1K/$598.0M)

AFLAC INC

AFL|001055102

Shares:2.2K

Value:$241.4K

% of Portfolio:0.0% ($241.4K/$598.0M)

922908512

VOE|922908512

Shares:1.5K

Value:$240.0K

% of Portfolio:0.0% ($240.0K/$598.0M)

NXP Semiconductors N.V.

NXPI|N6596X109

Shares:1.3K

Value:$239.5K

% of Portfolio:0.0% ($239.5K/$598.0M)

Arista Networks, Inc.

ANET|040413205

Shares:3.1K

Value:$239.3K

% of Portfolio:0.0% ($239.3K/$598.0M)

CSX CORP

CSX|126408103

Shares:8.1K

Value:$239.2K

% of Portfolio:0.0% ($239.2K/$598.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46428Q109)✕	8.2K	QoQ NEW(+8.2K) YoY NEW(+8.2K)	All Managers (Combined)	$255.5K	0.0% ($255.5K/$598.0M)	QoQ NEW(+$255.5K) YoY NEW(+$255.5K)
TransDigm Group INC(TDGcusip893641100)	183	QoQ +3.38% (+6) YoY NEW(+183)	All Managers (Combined)	$253.1K	0.0% ($253.1K/$598.0M)	QoQ +12.85% (+$28.8K) YoY NEW(+$253.1K)
Blackstone Inc.(BXcusip09260D107)	1.8K	QoQ -20.06% (-454) YoY NEW(+1.8K)	All Managers (Combined)	$252.9K	0.0% ($252.9K/$598.0M)	QoQ -35.19% (-$137.3K) YoY NEW(+$252.9K)
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.(BBVAcusip05946K101)	18.4K	QoQ +3.30% (+589) YoY +26.26% (+3.8K)	All Managers (Combined)	$250.4K	0.0% ($250.4K/$598.0M)	QoQ +44.76% (+$77.4K) YoY +45.24% (+$78.0K)
CLEVELAND-CLIFFS INC.(CLFcusip185899101)	30.4K	QoQ NEW(+30.4K) YoY NEW(+30.4K)	All Managers (Combined)	$249.6K	0.0% ($249.6K/$598.0M)	QoQ NEW(+$249.6K) YoY NEW(+$249.6K)
PINNACLE FINANCIAL PARTNERS INC(PNFPcusip72346Q104)	2.4K	QoQ -2.52% (-61) YoY NEW(+2.4K)	All Managers (Combined)	$249.5K	0.0% ($249.5K/$598.0M)	QoQ -9.64% (-$26.6K) YoY NEW(+$249.5K)
GENERAL MILLS INC(GIScusip370334104)	4.2K	QoQ -1.79% (-76) YoY NEW(+4.2K)	All Managers (Combined)	$249.0K	0.0% ($249.0K/$598.0M)	QoQ -7.92% (-$21.4K) YoY NEW(+$249.0K)
ROPER TECHNOLOGIES INC(ROPcusip776696106)	422	QoQ NEW(+422) YoY NEW(+422)	All Managers (Combined)	$248.7K	0.0% ($248.7K/$598.0M)	QoQ NEW(+$248.7K) YoY NEW(+$248.7K)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	1.0K	QoQ +13.37% (+118) YoY -16.66% (-200)	All Managers (Combined)	$248.0K	0.0% ($248.0K/$598.0M)	QoQ +10.89% (+$24.4K) YoY -22.97% (-$74.0K)
(cusip67092P854)✕	11.7K	QoQ -8.33% (-1.1K) YoY NEW(+11.7K)	All Managers (Combined)	$247.7K	0.0% ($247.7K/$598.0M)	QoQ -8.11% (-$21.9K) YoY NEW(+$247.7K)
Workday, Inc.(WDAYcusip98138H101)	1.1K	QoQ +3.11% (-32) YoY +14.25% (-132)	All Managers (Combined)	$247.1K	0.0% ($247.1K/$598.0M)	QoQ -6.67% (-$17.7K) YoY -2.17% (-$5.5K)
COLGATE PALMOLIVE CO(CLcusip194162103)	2.6K	QoQ +7.31% (+179) YoY NEW(+2.6K)	All Managers (Combined)	$246.1K	0.0% ($246.1K/$598.0M)	QoQ +10.60% (+$23.6K) YoY NEW(+$246.1K)
(cusip19761L862)✕	7.5K	QoQ +0.23% (+18) YoY NEW(+7.5K)	All Managers (Combined)	$244.4K	0.0% ($244.4K/$598.0M)	QoQ +10.73% (+$23.7K) YoY NEW(+$244.4K)
WILLIAMS COMPANIES, INC.(WMBcusip969457100)	4.1K	QoQ +0.77% (+31) YoY NEW(+4.1K)	All Managers (Combined)	$242.3K	0.0% ($242.3K/$598.0M)	QoQ +11.27% (+$24.5K) YoY NEW(+$242.3K)
CONSOLIDATED EDISON INC(EDcusip209115104)	2.2K	QoQ NEW(+2.2K) YoY NEW(+2.2K)	All Managers (Combined)	$242.1K	0.0% ($242.1K/$598.0M)	QoQ NEW(+$242.1K) YoY NEW(+$242.1K)
AFLAC INC(AFLcusip001055102)	2.2K	QoQ +0.13% (+3) YoY NEW(+2.2K)	All Managers (Combined)	$241.4K	0.0% ($241.4K/$598.0M)	QoQ +7.64% (+$17.1K) YoY NEW(+$241.4K)
(VOEcusip922908512)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$240.0K	0.0% ($240.0K/$598.0M)	QoQ NEW(+$240.0K) YoY NEW(+$240.0K)
NXP Semiconductors N.V.(NXPIcusipN6596X109)	1.3K	QoQ NEW(+1.3K) YoY +38.61% (+351)	All Managers (Combined)	$239.5K	0.0% ($239.5K/$598.0M)	QoQ NEW(+$239.5K) YoY +6.32% (+$14.3K)
Arista Networks, Inc.(ANETcusip040413205)	3.1K	QoQ -6.90% (-229) YoY NEW(+3.1K)	All Managers (Combined)	$239.3K	0.0% ($239.3K/$598.0M)	QoQ -34.73% (-$127.4K) YoY NEW(+$239.3K)
CSX CORP(CSXcusip126408103)	8.1K	QoQ -18.51% (-1.8K) YoY -8.92% (-797)	All Managers (Combined)	$239.2K	0.0% ($239.2K/$598.0M)	QoQ -25.68% (-$82.7K) YoY -27.70% (-$91.7K)