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 3 of 19

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Broadcom Inc.

AVGO|11135F101

Shares:14.9K

Value:$2.5M

% of Portfolio:0.4% ($2.5M/$598.0M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:38.3K

Value:$2.4M

% of Portfolio:0.4% ($2.4M/$598.0M)

CHEVRON CORP

CVX|166764100

Shares:14.1K

Value:$2.4M

% of Portfolio:0.4% ($2.4M/$598.0M)

Walmart Inc.

WMT|931142103

Shares:24.8K

Value:$2.2M

% of Portfolio:0.4% ($2.2M/$598.0M)

46641Q837

Shares:41.1K

Value:$2.1M

% of Portfolio:0.3% ($2.1M/$598.0M)

Mastercard Inc

MA|57636Q104

Shares:3.8K

Value:$2.1M

% of Portfolio:0.3% ($2.1M/$598.0M)

AbbVie Inc.

ABBV|00287Y109

Shares:9.9K

Value:$2.1M

% of Portfolio:0.3% ($2.1M/$598.0M)

AMGEN INC

AMGN|031162100

Shares:6.6K

Value:$2.1M

% of Portfolio:0.3% ($2.1M/$598.0M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:8.0K

Value:$2.0M

% of Portfolio:0.3% ($2.0M/$598.0M)

Snap-on Inc

SNA|833034101

Shares:5.9K

Value:$2.0M

% of Portfolio:0.3% ($2.0M/$598.0M)

COCA COLA CO

KO|191216100

Shares:27.2K

Value:$1.9M

% of Portfolio:0.3% ($1.9M/$598.0M)

46137V241

Shares:29.2K

Value:$1.9M

% of Portfolio:0.3% ($1.9M/$598.0M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:10.3K

Value:$1.8M

% of Portfolio:0.3% ($1.8M/$598.0M)

UNION PACIFIC CORP

UNP|907818108

Shares:7.6K

Value:$1.8M

% of Portfolio:0.3% ($1.8M/$598.0M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:39.2K

Value:$1.8M

% of Portfolio:0.3% ($1.8M/$598.0M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:20.9K

Value:$1.8M

% of Portfolio:0.3% ($1.8M/$598.0M)

Salesforce, Inc.

CRM|79466L302

Shares:6.5K

Value:$1.7M

% of Portfolio:0.3% ($1.7M/$598.0M)

CME GROUP INC.

CME|12572Q105

Shares:6.5K

Value:$1.7M

% of Portfolio:0.3% ($1.7M/$598.0M)

316188309

Shares:37.5K

Value:$1.7M

% of Portfolio:0.3% ($1.7M/$598.0M)

MCDONALDS CORP

MCD|580135101

Shares:5.4K

Value:$1.7M

% of Portfolio:0.3% ($1.7M/$598.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Broadcom Inc.(AVGOcusip11135F101)	14.9K	QoQ -4.35% (-678) YoY +913.12% (+13.4K)	All Managers (Combined)	$2.5M	0.4% ($2.5M/$598.0M)	QoQ -30.92% (-$1.1M) YoY +27.96% (+$545.0K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	38.3K	QoQ +1.13% (+428) YoY +5.11% (+1.9K)	All Managers (Combined)	$2.4M	0.4% ($2.4M/$598.0M)	QoQ +5.41% (+$121.4K) YoY +29.96% (+$544.5K)
CHEVRON CORP(CVXcusip166764100)	14.1K	QoQ +4.80% (+646) YoY +7.87% (+1.0K)	All Managers (Combined)	$2.4M	0.4% ($2.4M/$598.0M)	QoQ +21.05% (+$409.8K) YoY +14.40% (+$296.7K)
Walmart Inc.(WMTcusip931142103)	24.8K	QoQ -5.63% (-1.5K) YoY +4.11% (+980)	All Managers (Combined)	$2.2M	0.4% ($2.2M/$598.0M)	QoQ -8.30% (-$197.1K) YoY +51.91% (+$743.5K)
(cusip46641Q837)✕	41.1K	QoQ +24.55% (+8.1K) YoY NEW(+41.1K)	All Managers (Combined)	$2.1M	0.3% ($2.1M/$598.0M)	QoQ +25.19% (+$418.7K) YoY NEW(+$2.1M)
Mastercard Inc(MAcusip57636Q104)	3.8K	QoQ -3.66% (-144) YoY -2.07% (-80)	All Managers (Combined)	$2.1M	0.3% ($2.1M/$598.0M)	QoQ +0.27% (-$5.6K) YoY +11.46% (-$213.1K)
AbbVie Inc.(ABBVcusip00287Y109)	9.9K	QoQ +4.99% (+470) YoY +11.99% (+1.1K)	All Managers (Combined)	$2.1M	0.3% ($2.1M/$598.0M)	QoQ +23.79% (+$397.9K) YoY +28.85% (+$463.5K)
AMGEN INC(AMGNcusip031162100)	6.6K	QoQ -0.04% (-3) YoY +17.66% (+990)	All Managers (Combined)	$2.1M	0.3% ($2.1M/$598.0M)	QoQ +19.46% (-$334.6K) YoY +28.92% (+$460.9K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	8.0K	QoQ +7.28% (+543) YoY +28.57% (+1.8K)	All Managers (Combined)	$2.0M	0.3% ($2.0M/$598.0M)	QoQ +21.36% (+$349.8K) YoY +67.41% (+$800.2K)
Snap-on Inc(SNAcusip833034101)	5.9K	QoQ -0.62% (-37) YoY -11.97% (-797)	All Managers (Combined)	$2.0M	0.3% ($2.0M/$598.0M)	QoQ -1.34% (-$27.0K) YoY +0.13% (-$2.7K)
COCA COLA CO(KOcusip191216100)	27.2K	QoQ -26.57% (-9.8K) YoY -23.93% (-8.5K)	All Managers (Combined)	$1.9M	0.3% ($1.9M/$598.0M)	QoQ -15.54% (-$358.1K) YoY -10.94% (-$239.3K)
(cusip46137V241)✕	29.2K	QoQ +9.44% (+2.5K) YoY NEW(+29.2K)	All Managers (Combined)	$1.9M	0.3% ($1.9M/$598.0M)	QoQ +8.31% (+$148.8K) YoY NEW(+$1.9M)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	10.3K	QoQ +10.49% (+976) YoY +15.72% (+1.4K)	All Managers (Combined)	$1.8M	0.3% ($1.8M/$598.0M)	QoQ +5.89% (+$102.8K) YoY +19.37% (+$299.6K)
UNION PACIFIC CORP(UNPcusip907818108)	7.6K	QoQ +7.40% (+527) YoY +5.79% (+419)	All Managers (Combined)	$1.8M	0.3% ($1.8M/$598.0M)	QoQ +11.26% (+$182.8K) YoY +1.62% (+$29.0K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	39.2K	QoQ +3.06% (+1.2K) YoY +7.78% (+2.8K)	All Managers (Combined)	$1.8M	0.3% ($1.8M/$598.0M)	QoQ +16.90% (+$257.3K) YoY +16.52% (+$252.3K)
Palantir Technologies Inc.(PLTRcusip69608A108)	20.9K	QoQ +14.92% (+2.7K) YoY NEW(+20.9K)	All Managers (Combined)	$1.8M	0.3% ($1.8M/$598.0M)	QoQ +28.25% (+$388.7K) YoY NEW(+$1.8M)
Salesforce, Inc.(CRMcusip79466L302)	6.5K	QoQ -1.43% (-94) YoY +10.82% (-631)	All Managers (Combined)	$1.7M	0.3% ($1.7M/$598.0M)	QoQ -20.88% (-$457.7K) YoY -1.24% (-$21.9K)
CME GROUP INC.(CMEcusip12572Q105)	6.5K	QoQ -1.87% (-124) YoY +221.53% (+4.5K)	All Managers (Combined)	$1.7M	0.3% ($1.7M/$598.0M)	QoQ +12.09% (-$185.4K) YoY +296.13% (+$1.3M)
(cusip316188309)✕	37.5K	QoQ -4.00% (-1.6K) YoY -28.81% (-15.2K)	All Managers (Combined)	$1.7M	0.3% ($1.7M/$598.0M)	QoQ -2.33% (-$41.0K) YoY -28.28% (-$675.4K)
MCDONALDS CORP(MCDcusip580135101)	5.4K	QoQ +9.09% (+453) YoY +16.16% (+756)	All Managers (Combined)	$1.7M	0.3% ($1.7M/$598.0M)	QoQ +17.55% (+$253.5K) YoY +28.68% (+$378.2K)