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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- My-Legacy-Advisors
Data Enrichment
75% identified154 identified51 unidentified
Holdings
205 positions • $259.1M total value
Manager:
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464288653
Shares:12.7K
Value:$1.3M
% of Portfolio:0.5% ($1.3M/$259.1M)
09789C812
Shares:27.4K
Value:$1.3M
% of Portfolio:0.5% ($1.3M/$259.1M)
Shares:11.1K
Value:$1.2M
% of Portfolio:0.5% ($1.2M/$259.1M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
25.8K | All Managers (Combined) | $1.5M | 0.6% ($1.5M/$259.1M) | |||
MCDONALDS CORP(MCDcusip580135101) | 4.8K | All Managers (Combined) | $1.5M | 0.6% ($1.5M/$259.1M) | ||
12.3K | QoQ +0.02% (+3) | All Managers (Combined) | $1.5M | 0.6% ($1.5M/$259.1M) | ||
Walmart Inc.(WMTcusip931142103) | 16.7K | All Managers (Combined) | $1.5M | 0.6% ($1.5M/$259.1M) | ||
COCA COLA CO(KOcusip191216100) | 20.1K | All Managers (Combined) | $1.4M | 0.6% ($1.4M/$259.1M) | ||
16.4K | All Managers (Combined) | $1.4M | 0.5% ($1.4M/$259.1M) | |||
49.1K | All Managers (Combined) | $1.4M | 0.5% ($1.4M/$259.1M) | |||
8.4K | All Managers (Combined) | $1.4M | 0.5% ($1.4M/$259.1M) | |||
10.6K | All Managers (Combined) | $1.3M | 0.5% ($1.3M/$259.1M) | |||
(cusip464288653)✕ | 12.7K | All Managers (Combined) | $1.3M | 0.5% ($1.3M/$259.1M) | ||
(cusip09789C812)✕ | 27.4K | QoQ NEW(+27.4K) YoY NEW(+27.4K) | All Managers (Combined) | $1.3M | 0.5% ($1.3M/$259.1M) | QoQ NEW(+$1.3M) YoY NEW(+$1.3M) |
3.6K | All Managers (Combined) | $1.2M | 0.5% ($1.2M/$259.1M) | |||
6.9K | All Managers (Combined) | $1.2M | 0.5% ($1.2M/$259.1M) | |||
2.5K | QoQ +1.88% (-46) | All Managers (Combined) | $1.2M | 0.5% ($1.2M/$259.1M) | ||
Duke Energy CORP(DUKcusip26441C204) | 10.1K | All Managers (Combined) | $1.2M | 0.5% ($1.2M/$259.1M) | ||
11.1K | All Managers (Combined) | $1.2M | 0.5% ($1.2M/$259.1M) | |||
2.1K | QoQ +3.30% (-67)YoY NEW(+2.1K) | All Managers (Combined) | $1.2M | 0.5% ($1.2M/$259.1M) | YoY NEW(+$1.2M) | |
22.6K | All Managers (Combined) | $1.2M | 0.5% ($1.2M/$259.1M) | |||
9.5K | All Managers (Combined) | $1.2M | 0.4% ($1.2M/$259.1M) | |||
7.8K | All Managers (Combined) | $1.2M | 0.4% ($1.2M/$259.1M) |