Legacy-Financial-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABBV",
  null,
  "GOOGL",
  "AXP",
  null,
  "CAT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  null,
  null,
  "META",
  null,
  "MA",
  "MSFT",
  "OKE",
  null,
  "IWF",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PLTR",
  "PG",
  "SCHX",
  null,
  "SYK",
  "VNQ",
  "VV",
  "OGE",
  null,
  null,
  null,
  null,
  null,
  "LYG",
  null,
  "PJT",
  "AMZN",
  null,
  null,
  "VGT",
  "VUG",
  "BNDX",
  "VOO",
  "V",
  "WMT",
  "WMB",
  null,
  null,
  null,
  "ZM",
  "BANF",
  "BRK-B",
  "CVX",
  "CSCO",
  "COP",
  "COST",
  null,
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "QQQ",
  "EPD",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PM",
  "MO",
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-01
Total Holdings: 82
Total Value: 309314537
Accession Number: 0001104659-25-043524
Form Type: 13F-HR
CIK: legacy-financial-group
Manager Name: Legacy-Financial-Group

Data Enrichment

65% identified

53 identified29 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

82 positions • $309.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Meta Platforms, Inc.

META|30303M102

Shares:1.1K

Value:$605.2K

% of Portfolio:0.2% ($605.2K/$309.3M)

025072877

Shares:6.7K

Value:$587.5K

% of Portfolio:0.2% ($587.5K/$309.3M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:2.2K

Value:$543.1K

% of Portfolio:0.2% ($543.1K/$309.3M)

Philip Morris International Inc.

PM|718172109

Shares:3.3K

Value:$528.9K

% of Portfolio:0.2% ($528.9K/$309.3M)

CHEVRON CORP

CVX|166764100

Shares:3.1K

Value:$516.0K

% of Portfolio:0.2% ($516.0K/$309.3M)

AbbVie Inc.

ABBV|00287Y109

Shares:2.4K

Value:$509.3K

% of Portfolio:0.2% ($509.3K/$309.3M)

EXXON MOBIL CORP

XOM|30231G102

Shares:4.2K

Value:$502.9K

% of Portfolio:0.2% ($502.9K/$309.3M)

26922A453

Shares:5.0K

Value:$499.1K

% of Portfolio:0.2% ($499.1K/$309.3M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:934

Value:$438.1K

% of Portfolio:0.1% ($438.1K/$309.3M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:5.1K

Value:$431.1K

% of Portfolio:0.1% ($431.1K/$309.3M)

ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

Shares:12.2K

Value:$416.2K

% of Portfolio:0.1% ($416.2K/$309.3M)

OGE ENERGY CORP.

OGE|670837103

Shares:8.8K

Value:$403.9K

% of Portfolio:0.1% ($403.9K/$309.3M)

00214Q104

Shares:8.4K

Value:$400.7K

% of Portfolio:0.1% ($400.7K/$309.3M)

025072158

Shares:6.2K

Value:$398.8K

% of Portfolio:0.1% ($398.8K/$309.3M)

922908637

VV|922908637

Shares:1.5K

Value:$393.0K

% of Portfolio:0.1% ($393.0K/$309.3M)

81369Y803

XLK|81369Y803

Shares:1.9K

Value:$382.0K

% of Portfolio:0.1% ($382.0K/$309.3M)

CATERPILLAR INC

CAT|149123101

Shares:1.1K

Value:$373.0K

% of Portfolio:0.1% ($373.0K/$309.3M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:2.0K

Value:$335.8K

% of Portfolio:0.1% ($335.8K/$309.3M)

VISA INC.

V|92826C839

Shares:1.1K

Value:$334.1K

% of Portfolio:0.1% ($334.1K/$309.3M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:5.0K

Value:$311.0K

% of Portfolio:0.1% ($311.0K/$309.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Meta Platforms, Inc.(METAcusip30303M102)	1.1K	QoQ +20.82% (+181) YoY +49.57% (+348)	All Managers (Combined)	$605.2K	0.2% ($605.2K/$309.3M)	QoQ +18.94% (+$96.4K) YoY +77.53% (+$264.3K)
(cusip025072877)✕	6.7K	QoQ -0.25% (-17) YoY +8.72% (+541)	All Managers (Combined)	$587.5K	0.2% ($587.5K/$309.3M)	QoQ -9.92% (-$64.7K) YoY +1.14% (+$6.6K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	2.2K	QoQ +0.04% (+1) YoY +39.33% (+625)	All Managers (Combined)	$543.1K	0.2% ($543.1K/$309.3M)	QoQ +2.37% (+$12.6K) YoY +70.63% (+$224.8K)
Philip Morris International Inc.(PMcusip718172109)	3.3K	QoQ -4.33% (-151) YoY +21.25% (+584)	All Managers (Combined)	$528.9K	0.2% ($528.9K/$309.3M)	QoQ +26.17% (-$109.7K) YoY +110.06% (+$277.1K)
CHEVRON CORP(CVXcusip166764100)	3.1K	QoQ -0.83% (-26) YoY +23.10% (+579)	All Managers (Combined)	$516.0K	0.2% ($516.0K/$309.3M)	QoQ +14.53% (-$65.5K) YoY +30.56% (+$120.8K)
AbbVie Inc.(ABBVcusip00287Y109)	2.4K	QoQ -0.40% (-10) YoY -33.95% (-1.3K)	All Managers (Combined)	$509.3K	0.2% ($509.3K/$309.3M)	QoQ +17.43% (-$75.6K) YoY -24.02% (-$161.0K)
EXXON MOBIL CORP(XOMcusip30231G102)	4.2K	QoQ -0.84% (-36) YoY +33.33% (+1.1K)	All Managers (Combined)	$502.9K	0.2% ($502.9K/$309.3M)	QoQ +9.62% (-$44.2K) YoY +36.44% (+$134.3K)
(cusip26922A453)✕	5.0K	QoQ -24.45% (-1.6K) YoY -46.40% (-4.3K)	All Managers (Combined)	$499.1K	0.2% ($499.1K/$309.3M)	QoQ -24.34% (-$160.6K) YoY -46.36% (-$431.5K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	934	QoQ +6.01% (-53) YoY +7.23% (+63)	All Managers (Combined)	$438.1K	0.1% ($438.1K/$309.3M)	QoQ -2.73% (-$12.3K) YoY +13.27% (+$51.3K)
Palantir Technologies Inc.(PLTRcusip69608A108)	5.1K	QoQ +6.12% (+295) YoY NEW(+5.1K)	All Managers (Combined)	$431.1K	0.1% ($431.1K/$309.3M)	QoQ +18.43% (+$67.1K) YoY NEW(+$431.1K)
ENTERPRISE PRODUCTS PARTNERS L.P.(EPDcusip293792107)	12.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$416.2K	0.1% ($416.2K/$309.3M)	QoQ +8.86% (+$33.9K) YoY +16.99% (+$60.5K)
OGE ENERGY CORP.(OGEcusip670837103)	8.8K	QoQ -43.25% (-6.7K) YoY -42.98% (-6.6K)	All Managers (Combined)	$403.9K	0.1% ($403.9K/$309.3M)	QoQ -36.77% (-$234.9K) YoY -23.60% (-$124.8K)
(cusip00214Q104)✕	8.4K	QoQ 0.00% (-0) YoY -0.07% (-6)	All Managers (Combined)	$400.7K	0.1% ($400.7K/$309.3M)	QoQ -16.18% (-$77.4K) YoY -5.05% (-$21.4K)
(cusip025072158)✕	6.2K	QoQ NEW(+6.2K) YoY NEW(+6.2K)	All Managers (Combined)	$398.8K	0.1% ($398.8K/$309.3M)	QoQ NEW(+$398.8K) YoY NEW(+$398.8K)
(VVcusip922908637)	1.5K	QoQ 0.00% (-0) YoY -0.32% (-5)	All Managers (Combined)	$393.0K	0.1% ($393.0K/$309.3M)	QoQ -4.69% (-$19.4K) YoY +6.85% (-$25.2K)
(XLKcusip81369Y803)	1.9K	QoQ -22.94% (-551) YoY +35.73% (+487)	All Managers (Combined)	$382.0K	0.1% ($382.0K/$309.3M)	QoQ -31.57% (-$176.3K) YoY +34.56% (+$98.1K)
CATERPILLAR INC(CATcusip149123101)	1.1K	QoQ +6.19% (-66) YoY +4.62% (-50)	All Managers (Combined)	$373.0K	0.1% ($373.0K/$309.3M)	QoQ -3.45% (-$13.3K) YoY -5.83% (-$23.1K)
JOHNSON & JOHNSON(JNJcusip478160104)	2.0K	QoQ -1.65% (-34) YoY -9.23% (-206)	All Managers (Combined)	$335.8K	0.1% ($335.8K/$309.3M)	QoQ +12.77% (-$38.0K) YoY -4.84% (-$17.1K)
VISA INC.(Vcusip92826C839)	1.1K	QoQ 0.00% (+0) YoY +43.22% (+319)	All Managers (Combined)	$334.1K	0.1% ($334.1K/$309.3M)	QoQ 0.00% (+$0) YoY +62.19% (+$128.1K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	5.0K	QoQ -1.19% (-61) YoY +0.53% (+27)	All Managers (Combined)	$311.0K	0.1% ($311.0K/$309.3M)	QoQ +2.99% (-$9.0K) YoY +24.32% (+$60.8K)