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
Filing Details
13F-HR • 2025-03-31- 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% identified329 identified33 unidentified
Holdings
362 positions • $598.0M total value
Manager:
Search and click to pin securities to the top
Page 5 of 19
46138E214
Shares:40.8K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$598.0M)
46138G664
Shares:27.2K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$598.0M)
25434V781
Shares:37.2K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$598.0M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
Walt Disney Co(DIScusip254687106) | 13.0K | QoQ -0.25% (-33)YoY +6.02% (-739) | All Managers (Combined) | $1.3M | 0.2% ($1.3M/$598.0M) | |
2.9K | QoQ +5.86% (+161)YoY +4.27% (+119) | All Managers (Combined) | $1.3M | 0.2% ($1.3M/$598.0M) | ||
NOVO NORDISK A S(NVOcusip670100205) | 18.0K | All Managers (Combined) | $1.3M | 0.2% ($1.3M/$598.0M) | ||
Medtronic plc(MDTcusipG5960L103) | 13.8K | QoQ +3.68% (+489)YoY +3.24% (+433) | All Managers (Combined) | $1.2M | 0.2% ($1.2M/$598.0M) | |
PEPSICO INC(PEPcusip713448108) | 8.2K | QoQ +3.28% (+262)YoY -9.08% (-824) | All Managers (Combined) | $1.2M | 0.2% ($1.2M/$598.0M) | |
4.5K | All Managers (Combined) | $1.2M | 0.2% ($1.2M/$598.0M) | |||
QUALCOMM INC/DE(QCOMcusip747525103) | 7.9K | All Managers (Combined) | $1.2M | 0.2% ($1.2M/$598.0M) | ||
(cusip46138E214)✕ | 40.8K | YoY NEW(+40.8K) | All Managers (Combined) | $1.2M | 0.2% ($1.2M/$598.0M) | YoY NEW(+$1.2M) |
STARBUCKS CORP(SBUXcusip855244109) | 12.4K | All Managers (Combined) | $1.2M | 0.2% ($1.2M/$598.0M) | ||
Accenture plc(ACNcusipG1151C101) | 3.9K | QoQ -2.41% (-96)YoY +1.27% (-49) | All Managers (Combined) | $1.2M | 0.2% ($1.2M/$598.0M) | |
3.9K | All Managers (Combined) | $1.2M | 0.2% ($1.2M/$598.0M) | |||
10.8K | All Managers (Combined) | $1.2M | 0.2% ($1.2M/$598.0M) | |||
PFIZER INC(PFEcusip717081103) | 44.7K | All Managers (Combined) | $1.1M | 0.2% ($1.1M/$598.0M) | ||
2.3K | All Managers (Combined) | $1.1M | 0.2% ($1.1M/$598.0M) | |||
2.3K | QoQ -2.62% (-61) | All Managers (Combined) | $1.1M | 0.2% ($1.1M/$598.0M) | ||
15.1K | All Managers (Combined) | $1.1M | 0.2% ($1.1M/$598.0M) | |||
(cusip46138G664)✕ | 27.2K | YoY NEW(+27.2K) | All Managers (Combined) | $1.1M | 0.2% ($1.1M/$598.0M) | YoY NEW(+$1.1M) |
(cusip25434V781)✕ | 37.2K | YoY NEW(+37.2K) | All Managers (Combined) | $1.1M | 0.2% ($1.1M/$598.0M) | YoY NEW(+$1.1M) |
8.1K | All Managers (Combined) | $1.1M | 0.2% ($1.1M/$598.0M) | |||
8.8K | All Managers (Combined) | $1.1M | 0.2% ($1.1M/$598.0M) |