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 7 of 19

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SPDR GOLD TRUST

GLD|78463V107

Shares:2.9K

Value:$845.3K

% of Portfolio:0.1% ($845.3K/$598.0M)

SAP SE

SAP|803054204

Shares:3.1K

Value:$844.2K

% of Portfolio:0.1% ($844.2K/$598.0M)

TOYOTA MOTOR CORP/

TM|892331307

Shares:4.7K

Value:$834.0K

% of Portfolio:0.1% ($834.0K/$598.0M)

Chubb Ltd

CB|H1467J104

Shares:2.7K

Value:$823.9K

% of Portfolio:0.1% ($823.9K/$598.0M)

ALLSTATE CORP

ALL|020002101

Shares:4.0K

Value:$818.2K

% of Portfolio:0.1% ($818.2K/$598.0M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:13.4K

Value:$816.1K

% of Portfolio:0.1% ($816.1K/$598.0M)

921910816

MGK|921910816

Shares:2.6K

Value:$813.0K

% of Portfolio:0.1% ($813.0K/$598.0M)

DEERE & CO

DE|244199105

Shares:1.7K

Value:$811.8K

% of Portfolio:0.1% ($811.8K/$598.0M)

TotalEnergies SE

TTE|89151E109

Shares:12.5K

Value:$811.0K

% of Portfolio:0.1% ($811.0K/$598.0M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:3.0K

Value:$810.4K

% of Portfolio:0.1% ($810.4K/$598.0M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:11.4K

Value:$805.5K

% of Portfolio:0.1% ($805.5K/$598.0M)

BP PLC

BP|055622104

Shares:23.5K

Value:$795.4K

% of Portfolio:0.1% ($795.4K/$598.0M)

BLACK HILLS CORP /SD/

BKH|092113109

Shares:13.1K

Value:$794.0K

% of Portfolio:0.1% ($794.0K/$598.0M)

INTUIT INC.

INTU|461202103

Shares:1.3K

Value:$791.4K

% of Portfolio:0.1% ($791.4K/$598.0M)

Phillips 66

PSX|718546104

Shares:6.4K

Value:$791.4K

% of Portfolio:0.1% ($791.4K/$598.0M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:1.8K

Value:$789.2K

% of Portfolio:0.1% ($789.2K/$598.0M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:3.7K

Value:$786.9K

% of Portfolio:0.1% ($786.9K/$598.0M)

QUEST DIAGNOSTICS INC

DGX|74834L100

Shares:4.6K

Value:$786.4K

% of Portfolio:0.1% ($786.4K/$598.0M)

ADOBE INC.

ADBE|00724F101

Shares:2.0K

Value:$773.6K

% of Portfolio:0.1% ($773.6K/$598.0M)

ENBRIDGE INC

ENB|29250N105

Shares:17.4K

Value:$770.6K

% of Portfolio:0.1% ($770.6K/$598.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
SPDR GOLD TRUST(GLDcusip78463V107)	2.9K	QoQ +14.03% (+361) YoY NEW(+2.9K)	All Managers (Combined)	$845.3K	0.1% ($845.3K/$598.0M)	QoQ +35.68% (+$222.3K) YoY NEW(+$845.3K)
SAP SE(SAPcusip803054204)	3.1K	QoQ +7.55% (+221) YoY +75.60% (+1.4K)	All Managers (Combined)	$844.2K	0.1% ($844.2K/$598.0M)	QoQ +17.26% (+$124.3K) YoY +141.71% (+$495.0K)
TOYOTA MOTOR CORP/(TMcusip892331307)	4.7K	QoQ -8.39% (-433) YoY -3.39% (-166)	All Managers (Combined)	$834.0K	0.1% ($834.0K/$598.0M)	QoQ -16.90% (-$169.7K) YoY -32.24% (-$396.8K)
Chubb Ltd(CBcusipH1467J104)	2.7K	QoQ +4.20% (+110) YoY +9.42% (+235)	All Managers (Combined)	$823.9K	0.1% ($823.9K/$598.0M)	QoQ +13.90% (+$100.6K) YoY +27.51% (+$177.8K)
ALLSTATE CORP(ALLcusip020002101)	4.0K	QoQ +0.68% (+27) YoY +3.78% (+144)	All Managers (Combined)	$818.2K	0.1% ($818.2K/$598.0M)	QoQ +8.16% (+$61.8K) YoY +24.22% (+$159.5K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	13.4K	QoQ +6.46% (+813) YoY +151.09% (+8.1K)	All Managers (Combined)	$816.1K	0.1% ($816.1K/$598.0M)	QoQ +14.80% (+$105.3K) YoY +182.39% (+$527.1K)
(MGKcusip921910816)	2.6K	QoQ -0.37% (-10) YoY -4.29% (-118)	All Managers (Combined)	$813.0K	0.1% ($813.0K/$598.0M)	QoQ -10.39% (-$94.3K) YoY +3.14% (-$24.8K)
DEERE & CO(DEcusip244199105)	1.7K	QoQ +5.55% (+91) YoY +22.00% (+312)	All Managers (Combined)	$811.8K	0.1% ($811.8K/$598.0M)	QoQ +16.92% (+$117.5K) YoY +39.40% (+$229.5K)
TotalEnergies SE(TTEcusip89151E109)	12.5K	QoQ +1.19% (+148) YoY -9.58% (-1.3K)	All Managers (Combined)	$811.0K	0.1% ($811.0K/$598.0M)	QoQ +20.11% (+$135.8K) YoY -15.02% (-$143.4K)
AMERICAN EXPRESS CO(AXPcusip025816109)	3.0K	QoQ -2.33% (-72) YoY +22.14% (+546)	All Managers (Combined)	$810.4K	0.1% ($810.4K/$598.0M)	QoQ -11.45% (-$104.8K) YoY +44.30% (+$248.8K)
NEXTERA ENERGY INC(NEEcusip65339F101)	11.4K	QoQ +1.54% (+173) YoY +16.42% (+1.6K)	All Managers (Combined)	$805.5K	0.1% ($805.5K/$598.0M)	QoQ +0.41% (+$3.3K) YoY +29.13% (+$181.8K)
BP PLC(BPcusip055622104)	23.5K	QoQ +6.99% (+1.5K) YoY +23.72% (+4.5K)	All Managers (Combined)	$795.4K	0.1% ($795.4K/$598.0M)	QoQ +22.30% (+$145.0K) YoY +10.95% (+$78.5K)
BLACK HILLS CORP /SD/(BKHcusip092113109)	13.1K	QoQ -2.12% (-284) YoY +16.07% (+1.8K)	All Managers (Combined)	$794.0K	0.1% ($794.0K/$598.0M)	QoQ +1.43% (-$11.3K) YoY +28.94% (+$178.2K)
INTUIT INC.(INTUcusip461202103)	1.3K	QoQ -0.23% (-3) YoY +19.13% (+207)	All Managers (Combined)	$791.4K	0.1% ($791.4K/$598.0M)	QoQ -2.53% (-$20.6K) YoY +12.53% (+$88.1K)
Phillips 66(PSXcusip718546104)	6.4K	QoQ -0.89% (-58) YoY -7.42% (-514)	All Managers (Combined)	$791.4K	0.1% ($791.4K/$598.0M)	QoQ +7.40% (-$54.6K) YoY -30.01% (-$339.4K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	1.8K	QoQ +2.61% (-45) YoY -34.65% (-937)	All Managers (Combined)	$789.2K	0.1% ($789.2K/$598.0M)	QoQ -5.66% (-$47.4K) YoY -35.83% (-$440.7K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	3.7K	QoQ -0.37% (-14) YoY +23.86% (+716)	All Managers (Combined)	$786.9K	0.1% ($786.9K/$598.0M)	QoQ -6.60% (-$55.6K) YoY +27.79% (+$171.1K)
QUEST DIAGNOSTICS INC(DGXcusip74834L100)	4.6K	QoQ +3.40% (+153) YoY +0.49% (+23)	All Managers (Combined)	$786.4K	0.1% ($786.4K/$598.0M)	QoQ +15.96% (+$108.3K) YoY +27.74% (+$170.8K)
ADOBE INC.(ADBEcusip00724F101)	2.0K	QoQ +32.95% (+500) YoY +22.31% (-368)	All Managers (Combined)	$773.6K	0.1% ($773.6K/$598.0M)	QoQ +14.67% (+$99.0K) YoY -7.03% (-$58.5K)
ENBRIDGE INC(ENBcusip29250N105)	17.4K	QoQ +21.13% (+3.0K) YoY +138.06% (+10.1K)	All Managers (Combined)	$770.6K	0.1% ($770.6K/$598.0M)	QoQ +26.49% (+$161.4K) YoY +191.56% (+$506.3K)