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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Walt Disney Co
Shares:13.0K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$598.0M)
Motorola Solutions, Inc.
Shares:2.9K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$598.0M)
NOVO NORDISK A S
Shares:18.0K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$598.0M)
Medtronic plc
Shares:13.8K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$598.0M)
PEPSICO INC
Shares:8.2K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$598.0M)
GENERAL DYNAMICS CORP
Shares:4.5K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$598.0M)
QUALCOMM INC/DE
Shares:7.9K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$598.0M)
46138E214
Shares:40.8K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$598.0M)
STARBUCKS CORP
Shares:12.4K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$598.0M)
Accenture plc
Shares:3.9K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$598.0M)
AUTOMATIC DATA PROCESSING INC
Shares:3.9K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$598.0M)
UNITED PARCEL SERVICE INC
Shares:10.8K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$598.0M)
PFIZER INC
Shares:44.7K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$598.0M)
THERMO FISHER SCIENTIFIC INC.
Shares:2.3K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$598.0M)
INTUITIVE SURGICAL INC
Shares:2.3K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$598.0M)
Shell plc
Shares:15.1K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$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)
RTX Corp
Shares:8.1K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$598.0M)
TJX COMPANIES INC /DE/
Shares:8.8K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$598.0M)