My-Legacy-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "PKST",
  "BROS",
  "RF",
  "ACN",
  "ABT",
  "ABBV",
  "ADBE",
  "GOOGL",
  "ASML",
  "T",
  "BUD",
  "AVGO",
  "HRB",
  "COF",
  "DUK",
  "PECO",
  "D",
  null,
  "EOG",
  "FITB",
  "GIS",
  null,
  null,
  "HD",
  "HPQ",
  null,
  "MCD",
  null,
  "FE",
  null,
  null,
  "EMXC",
  "EMR",
  "MUB",
  "META",
  null,
  null,
  "HEFA",
  null,
  "IVW",
  null,
  null,
  null,
  null,
  null,
  "LAZ",
  "IWS",
  "LIN",
  null,
  "MPC",
  "MMC",
  "PWR",
  "MA",
  "MSFT",
  "TMUS",
  "GPC",
  "NI",
  "HIG",
  "OMF",
  "PCAR",
  "EFG",
  "KLAC",
  "NOC",
  null,
  null,
  null,
  "PEP",
  "IEMG",
  "IVV",
  null,
  null,
  "UNH",
  "AAPL",
  "NVDA",
  null,
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "AMGN",
  null,
  "IEFA",
  "SPGI",
  "SCHX",
  null,
  "SHW",
  "SLB",
  "ROP",
  "SRE",
  "O",
  "STX",
  null,
  "AMT",
  "SPLG",
  "IBM",
  "SNPS",
  "TMO",
  "TJX",
  "TFC",
  "UNM",
  "MET",
  "VOE",
  null,
  null,
  "VCIT",
  null,
  "ETR",
  "VYM",
  "VRTX",
  "TT",
  null,
  "SDY",
  "WSO",
  "IP",
  "F",
  "WEC",
  "FTNT",
  "AEP",
  "ES",
  "IPG",
  "PEG",
  "NVO",
  "AMZN",
  null,
  "IVE",
  "HCA",
  "PFG",
  null,
  null,
  null,
  "USB",
  "VUG",
  "VEA",
  "VYMI",
  "VTEB",
  "VOT",
  "BSV",
  "VB",
  "VTV",
  "V",
  "WMT",
  "WEN",
  "WMB",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "XEL",
  null,
  "DTE",
  "FNF",
  "SCHG",
  "NXPI",
  null,
  "SON",
  "CRM",
  null,
  "MTUM",
  "LYB",
  null,
  "ESGU",
  "KMB",
  "AZO",
  "BAC",
  "BK",
  "BRK-B",
  "BBY",
  null,
  null,
  "BAM.TO",
  "CVX",
  "CINF",
  "CTAS",
  "CFG",
  "C",
  "CME",
  "KO",
  "COST",
  "CSX",
  null,
  "USMV",
  "NEE",
  "IWM",
  "DIS",
  "XOM",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  null,
  "AWK",
  null,
  "MO",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-15
Total Holdings: 205
Total Value: 259116788
Accession Number: 0001767802-25-000002
Form Type: 13F-HR
CIK: my-legacy-advisors
Manager Name: My-Legacy-Advisors

Data Enrichment

75% identified

154 identified51 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

205 positions • $259.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 11 of 11

Sort by:

97717W315

Shares:5.2K

Value:$219.9K

% of Portfolio:0.1% ($219.9K/$259.1M)

97717W125

Shares:6.1K

Value:$209.8K

% of Portfolio:0.1% ($209.8K/$259.1M)

AUTOZONE INC

AZO|053332102

Shares:55

Value:$209.7K

% of Portfolio:0.1% ($209.7K/$259.1M)

464288661

Shares:1.8K

Value:$209.6K

% of Portfolio:0.1% ($209.6K/$259.1M)

Wendy's Co

WEN|95058W100

Shares:12.1K

Value:$176.4K

% of Portfolio:0.1% ($176.4K/$259.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip97717W315)✕	5.2K	QoQ -0.21% (-11) YoY -63.60% (-9.1K)	All Managers (Combined)	$219.9K	0.1% ($219.9K/$259.1M)	QoQ +3.66% (-$7.8K) YoY -63.39% (-$380.8K)
(cusip97717W125)✕	6.1K	QoQ -0.08% (-5) YoY -67.31% (-12.7K)	All Managers (Combined)	$209.8K	0.1% ($209.8K/$259.1M)	QoQ -4.09% (-$9.0K) YoY -70.25% (-$495.5K)
AUTOZONE INC(AZOcusip053332102)	55	QoQ NEW(+55) YoY -14.06% (-9)	All Managers (Combined)	$209.7K	0.1% ($209.7K/$259.1M)	QoQ NEW(+$209.7K) YoY +3.96% (-$8.0K)
(cusip464288661)✕	1.8K	QoQ -39.01% (-1.1K) YoY -7.55% (-145)	All Managers (Combined)	$209.6K	0.1% ($209.6K/$259.1M)	QoQ -37.55% (-$126.0K) YoY -5.70% (-$12.7K)
Wendy's Co(WENcusip95058W100)	12.1K	QoQ -2.69% (-334) YoY -29.54% (-5.1K)	All Managers (Combined)	$176.4K	0.1% ($176.4K/$259.1M)	QoQ -5.91% (-$11.1K) YoY -45.29% (-$146.1K)