Legacy-Financial-Advisors

Filing Details

13F-HR2025-03-31
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
Manager Name
Legacy-Financial-Advisors
Data Enrichment
91% identified
329 identified33 unidentified

Holdings

362 positions • $598.0M total value
Manager:
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COMCAST CORP
Shares:45.5K
Value:$1.7M
% of Portfolio:0.3% ($1.7M/$598.0M)
BOEING CO
Shares:9.8K
Value:$1.7M
% of Portfolio:0.3% ($1.7M/$598.0M)
COSTCO WHOLESALE CORP /NEW
Shares:1.7K
Value:$1.6M
% of Portfolio:0.3% ($1.6M/$598.0M)
BANK OF AMERICA CORP /DE/
Shares:38.9K
Value:$1.6M
% of Portfolio:0.3% ($1.6M/$598.0M)
25434V807
Shares:40.8K
Value:$1.6M
% of Portfolio:0.3% ($1.6M/$598.0M)
SPDR S&P 500 ETF TRUST
Shares:2.8K
Value:$1.6M
% of Portfolio:0.3% ($1.6M/$598.0M)
TRUIST FINANCIAL CORP
Shares:36.8K
Value:$1.5M
% of Portfolio:0.3% ($1.5M/$598.0M)
NOVARTIS AG
Shares:13.5K
Value:$1.5M
% of Portfolio:0.3% ($1.5M/$598.0M)
VERTEX PHARMACEUTICALS INC / MA
Shares:3.1K
Value:$1.5M
% of Portfolio:0.3% ($1.5M/$598.0M)
CINTAS CORP
Shares:7.2K
Value:$1.5M
% of Portfolio:0.2% ($1.5M/$598.0M)
Philip Morris International Inc.
Shares:9.3K
Value:$1.5M
% of Portfolio:0.2% ($1.5M/$598.0M)
PROGRESSIVE CORP/OH/
Shares:5.1K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$598.0M)
Shares:9.7K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$598.0M)
GENERAL ELECTRIC CO
Shares:7.1K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$598.0M)
922907746
Shares:27.9K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$598.0M)
ABBOTT LABORATORIES
Shares:10.3K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$598.0M)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
Shares:8.3K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$598.0M)
US BANCORP \DE\
Shares:31.5K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$598.0M)
ENTERGY CORP /DE/
Shares:15.5K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$598.0M)
WELLS FARGO & COMPANY/MN
Shares:18.3K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$598.0M)