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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Legacy-Financial-Group
Data Enrichment
65% identified53 identified29 unidentified
Holdings
82 positions • $309.3M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
2.7K | QoQ NEW(+2.7K) YoY NEW(+2.7K) | All Managers (Combined) | $201.0K | 0.1% ($201.0K/$309.3M) | QoQ NEW(+$201.0K) YoY NEW(+$201.0K) | |
13.6K | QoQ NEW(+13.6K) YoY NEW(+13.6K) | All Managers (Combined) | $51.9K | 0.0% ($51.9K/$309.3M) | QoQ NEW(+$51.9K) YoY NEW(+$51.9K) |