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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DIGITAL REALTY TRUST, INC.

DLR|253868103

Shares:1.7K

Value:$239.2K

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

Corteva, Inc.

CTVA|22052L104

Shares:3.8K

Value:$236.7K

% of Portfolio:0.0% ($236.7K/$598.0M)

ALCON INC

ALC|H01301128

Shares:2.5K

Value:$234.9K

% of Portfolio:0.0% ($234.9K/$598.0M)

BANK OF MONTREAL /CAN/

BMO|063671101

Shares:2.4K

Value:$227.9K

% of Portfolio:0.0% ($227.9K/$598.0M)

GE HealthCare Technologies Inc.

GEHC|36266G107

Shares:2.8K

Value:$226.9K

% of Portfolio:0.0% ($226.9K/$598.0M)

EQT Corp

EQT|26884L109

Shares:4.2K

Value:$226.1K

% of Portfolio:0.0% ($226.1K/$598.0M)

922908629

VO|922908629

Shares:872

Value:$225.5K

% of Portfolio:0.0% ($225.5K/$598.0M)

46435G524

Shares:3.1K

Value:$225.0K

% of Portfolio:0.0% ($225.0K/$598.0M)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:2.0K

Value:$223.9K

% of Portfolio:0.0% ($223.9K/$598.0M)

Crocs, Inc.

CROX|227046109

Shares:2.1K

Value:$222.7K

% of Portfolio:0.0% ($222.7K/$598.0M)

GERDAU S.A.

GGB|373737105

Shares:78.0K

Value:$221.5K

% of Portfolio:0.0% ($221.5K/$598.0M)

25434V674

Shares:4.3K

Value:$220.1K

% of Portfolio:0.0% ($220.1K/$598.0M)

FMC CORP

FMC|302491303

Shares:5.2K

Value:$218.8K

% of Portfolio:0.0% ($218.8K/$598.0M)

97717W844

Shares:6.1K

Value:$218.7K

% of Portfolio:0.0% ($218.7K/$598.0M)

Amcor plc

AMCR|G0250X107

Shares:22.5K

Value:$218.4K

% of Portfolio:0.0% ($218.4K/$598.0M)

DuPont de Nemours, Inc.

DD|26614N102

Shares:2.9K

Value:$216.4K

% of Portfolio:0.0% ($216.4K/$598.0M)

NetEase, Inc.

NTES|64110W102

Shares:2.1K

Value:$216.1K

% of Portfolio:0.0% ($216.1K/$598.0M)

Baker Hughes Co

BKR|05722G100

Shares:4.9K

Value:$215.6K

% of Portfolio:0.0% ($215.6K/$598.0M)

AMERIPRISE FINANCIAL INC

AMP|03076C106

Shares:442

Value:$214.1K

% of Portfolio:0.0% ($214.1K/$598.0M)

CBRE GROUP, INC.

CBRE|12504L109

Shares:1.6K

Value:$213.8K

% of Portfolio:0.0% ($213.8K/$598.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
DIGITAL REALTY TRUST, INC.(DLRcusip253868103)	1.7K	QoQ +16.14% (-232) YoY NEW(+1.7K)	All Managers (Combined)	$239.2K	0.0% ($239.2K/$598.0M)	QoQ -6.15% (-$15.7K) YoY NEW(+$239.2K)
Corteva, Inc.(CTVAcusip22052L104)	3.8K	QoQ +4.44% (+160) YoY NEW(+3.8K)	All Managers (Combined)	$236.7K	0.0% ($236.7K/$598.0M)	QoQ +15.39% (+$31.6K) YoY NEW(+$236.7K)
ALCON INC(ALCcusipH01301128)	2.5K	QoQ NEW(+2.5K) YoY NEW(+2.5K)	All Managers (Combined)	$234.9K	0.0% ($234.9K/$598.0M)	QoQ NEW(+$234.9K) YoY NEW(+$234.9K)
BANK OF MONTREAL /CAN/(BMOcusip063671101)	2.4K	QoQ NEW(+2.4K) YoY NEW(+2.4K)	All Managers (Combined)	$227.9K	0.0% ($227.9K/$598.0M)	QoQ NEW(+$227.9K) YoY NEW(+$227.9K)
GE HealthCare Technologies Inc.(GEHCcusip36266G107)	2.8K	QoQ -0.56% (-16) YoY NEW(+2.8K)	All Managers (Combined)	$226.9K	0.0% ($226.9K/$598.0M)	QoQ +2.65% (-$5.9K) YoY NEW(+$226.9K)
EQT Corp(EQTcusip26884L109)	4.2K	QoQ NEW(+4.2K) YoY NEW(+4.2K)	All Managers (Combined)	$226.1K	0.0% ($226.1K/$598.0M)	QoQ NEW(+$226.1K) YoY NEW(+$226.1K)
(VOcusip922908629)	872	QoQ NEW(+872) YoY -39.65% (-573)	All Managers (Combined)	$225.5K	0.0% ($225.5K/$598.0M)	QoQ NEW(+$225.5K) YoY -37.55% (-$135.6K)
(cusip46435G524)✕	3.1K	QoQ -7.83% (-264) YoY -27.44% (-1.2K)	All Managers (Combined)	$225.0K	0.0% ($225.0K/$598.0M)	QoQ -1.75% (-$4.0K) YoY -21.97% (-$63.4K)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	2.0K	QoQ NEW(+2.0K) YoY NEW(+2.0K)	All Managers (Combined)	$223.9K	0.0% ($223.9K/$598.0M)	QoQ NEW(+$223.9K) YoY NEW(+$223.9K)
Crocs, Inc.(CROXcusip227046109)	2.1K	QoQ +0.28% (-6) YoY -0.56% (-12)	All Managers (Combined)	$222.7K	0.0% ($222.7K/$598.0M)	QoQ -2.76% (-$6.3K) YoY -26.56% (-$80.6K)
GERDAU S.A.(GGBcusip373737105)	78.0K	QoQ 0.00% (-0) YoY NEW(+78.0K)	All Managers (Combined)	$221.5K	0.0% ($221.5K/$598.0M)	QoQ -1.38% (-$3.1K) YoY NEW(+$221.5K)
(cusip25434V674)✕	4.3K	QoQ NEW(+4.3K) YoY NEW(+4.3K)	All Managers (Combined)	$220.1K	0.0% ($220.1K/$598.0M)	QoQ NEW(+$220.1K) YoY NEW(+$220.1K)
FMC CORP(FMCcusip302491303)	5.2K	QoQ +3.63% (-182) YoY NEW(+5.2K)	All Managers (Combined)	$218.8K	0.0% ($218.8K/$598.0M)	QoQ -10.05% (-$24.5K) YoY NEW(+$218.8K)
(cusip97717W844)✕	6.1K	QoQ -94.32% (-101.9K) YoY -98.77% (-493.3K)	All Managers (Combined)	$218.7K	0.0% ($218.7K/$598.0M)	QoQ -94.37% (-$3.7M) YoY -98.87% (-$19.2M)
Amcor plc(AMCRcusipG0250X107)	22.5K	QoQ +1.08% (+242) YoY NEW(+22.5K)	All Managers (Combined)	$218.4K	0.0% ($218.4K/$598.0M)	QoQ +4.20% (+$8.8K) YoY NEW(+$218.4K)
DuPont de Nemours, Inc.(DDcusip26614N102)	2.9K	QoQ -13.47% (-451) YoY -10.00% (-322)	All Managers (Combined)	$216.4K	0.0% ($216.4K/$598.0M)	QoQ -15.25% (-$38.9K) YoY -12.34% (-$30.5K)
NetEase, Inc.(NTEScusip64110W102)	2.1K	QoQ NEW(+2.1K) YoY -1.31% (-28)	All Managers (Combined)	$216.1K	0.0% ($216.1K/$598.0M)	QoQ NEW(+$216.1K) YoY -1.84% (-$4.1K)
Baker Hughes Co(BKRcusip05722G100)	4.9K	QoQ NEW(+4.9K) YoY NEW(+4.9K)	All Managers (Combined)	$215.6K	0.0% ($215.6K/$598.0M)	QoQ NEW(+$215.6K) YoY NEW(+$215.6K)
AMERIPRISE FINANCIAL INC(AMPcusip03076C106)	442	QoQ -1.99% (-9) YoY NEW(+442)	All Managers (Combined)	$214.1K	0.0% ($214.1K/$598.0M)	QoQ -10.88% (-$26.2K) YoY NEW(+$214.1K)
CBRE GROUP, INC.(CBREcusip12504L109)	1.6K	QoQ NEW(+1.6K) YoY NEW(+1.6K)	All Managers (Combined)	$213.8K	0.0% ($213.8K/$598.0M)	QoQ NEW(+$213.8K) YoY NEW(+$213.8K)