Legacy-Investment-Solutions

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "NVMI",
  null,
  null,
  "ARES",
  "FPI",
  "HOOD",
  "ARQT",
  "INVA",
  "FLEX",
  "TEM",
  "MPWR",
  "MGY",
  "PCOR",
  "GLOB",
  "NEO",
  "GDX",
  "TROW",
  "FTAI",
  "AES",
  "AR",
  "AAL",
  "BROS",
  "H",
  "DTST",
  "RF",
  "PPLT",
  "SMCI",
  "BCE",
  "NSIT",
  "ARM",
  "SNOW",
  "MU",
  "JXN",
  "STR",
  "MHO",
  "PRDO",
  null,
  "ACN",
  null,
  null,
  "KBH",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "MATX",
  "TGTX",
  "NMIH",
  "VONG",
  null,
  null,
  "GOOGL",
  null,
  "ASIX",
  "AXP",
  "GDXJ",
  "ASAN",
  "AMBC",
  "ARHS",
  null,
  "ASML",
  "T",
  "BLK",
  "PLUS",
  "CAT",
  "BUD",
  "AVGO",
  "LOW",
  "ARCC",
  "DNA",
  "FLGT",
  "WRB",
  "BHM",
  "HRB",
  "BLBD",
  null,
  "SBS",
  null,
  null,
  "VTLE",
  "COF",
  "KMT",
  "CMI",
  null,
  "ZD",
  null,
  "KRP",
  "MGPI",
  "DUK",
  "PECO",
  "COOP",
  "DEA",
  null,
  "NNDM",
  null,
  "ESS",
  "ERJ",
  null,
  "EBAY",
  "POWL",
  "RGTI",
  "QS",
  "PSEC",
  null,
  "FRT",
  null,
  null,
  "SKYW",
  "EOG",
  null,
  "SXI",
  null,
  null,
  "TITN",
  "EXPD",
  null,
  null,
  null,
  "SN",
  "PNR",
  "LOGI",
  null,
  null,
  "GCT",
  "CION",
  "FITB",
  "ECC",
  "DDD",
  "GILD",
  "GIS",
  "BSGM",
  "HD",
  "BTCM",
  "HPQ",
  "CLBT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  null,
  "INTU",
  null,
  "QBTS",
  null,
  null,
  null,
  null,
  "BEN",
  "FE",
  "UNP",
  "QCOM",
  "FATE",
  "FUBO",
  "SIL",
  null,
  "ISRG",
  null,
  null,
  "ACI",
  "HFRO",
  null,
  "HSBC",
  null,
  "HWM",
  "LEN",
  "IDA",
  "AMAT",
  "RIVN",
  "EMR",
  null,
  "NBIX",
  "KALA",
  null,
  "META",
  null,
  null,
  null,
  null,
  "LTBR",
  null,
  null,
  "NXDT",
  "OBE",
  null,
  "NREF",
  null,
  null,
  null,
  "QUBT",
  "RCMT",
  "PRPL",
  null,
  "RMTI",
  null,
  "DTC",
  "SLDP",
  "SEDG",
  null,
  null,
  "ODP",
  "COOK",
  null,
  null,
  "IQV",
  null,
  "IONQ",
  null,
  null,
  null,
  null,
  null,
  null,
  "NEOV",
  null,
  null,
  "KMI",
  null,
  null,
  "LRCX",
  "LAZ",
  "IWS",
  "LIN",
  null,
  null,
  "BENF",
  "ICMB",
  "PFX",
  "TNFA",
  "SYM",
  "MMC",
  null,
  null,
  "PWR",
  "MRVL",
  "SILA",
  "MA",
  null,
  null,
  "MDT",
  null,
  "ALE",
  "APA",
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  "DUOL",
  "ENPH",
  "EQT",
  null,
  "FTV",
  null,
  "GE",
  "NI",
  "HEI",
  "INCY",
  "HIG",
  "NVS",
  "FMC",
  "OXY",
  "OMC",
  null,
  "ICLR",
  null,
  "PCAR",
  "DG",
  "IJR",
  "ANET",
  "KLAC",
  "IWD",
  "ORCL",
  "OKE",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  null,
  null,
  "PGR",
  "IEMG",
  null,
  "IVV",
  null,
  "PHM",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  null,
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "GEHC",
  "PLTR",
  "PFE",
  null,
  null,
  "LMT",
  "PG",
  null,
  "MRK",
  null,
  "VZ",
  "PSTG",
  null,
  "MDB",
  "AMGN",
  "MAS",
  null,
  "MSTR",
  "PARA",
  null,
  "PPG",
  null,
  "REGN",
  null,
  "SLVM",
  null,
  null,
  null,
  "IEFA",
  "SPGI",
  null,
  null,
  null,
  null,
  null,
  "NOW",
  "SLB",
  "RS",
  "ROP",
  "SRE",
  "O",
  "SNA",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  "STX",
  null,
  null,
  null,
  "BP",
  "AMT",
  null,
  null,
  null,
  "SPLG",
  null,
  null,
  null,
  "IBM",
  "SSNC",
  "STLD",
  "TEL",
  "CI",
  "TKO",
  "TXN",
  "TGT",
  "TM",
  "TMO",
  "TJX",
  "TDG",
  "TW",
  "TFC",
  "TRV",
  "TSN",
  "UBER",
  "UL",
  "UTHR",
  "UNM",
  "BIV",
  "VNQ",
  "VO",
  "MET",
  "SM",
  "DTIL",
  "VXF",
  "MKZR",
  "PCTY",
  "VOE",
  "OGE",
  "SCHW",
  "HUT",
  "AMPH",
  "PPC",
  "TCPC",
  "IRBT",
  null,
  "VWO",
  "SUPN",
  "VRN.TO",
  "JBL",
  "VSS",
  null,
  null,
  "LPX",
  "TWO",
  null,
  "VCIT",
  "NOMD",
  null,
  null,
  "VIG",
  null,
  "OLPX",
  null,
  "VVX",
  null,
  "NXT",
  null,
  "ULTA",
  "IWO",
  "XLB",
  "GMED",
  null,
  "TSM",
  "OHI",
  null,
  null,
  "PR",
  "CHPT",
  null,
  "ETR",
  "FSK",
  "GLDD",
  null,
  null,
  "GRWG",
  "VRTX",
  null,
  "EA",
  "TT",
  "GPK",
  "RRC",
  "MTG",
  "MTDR",
  "SAIC",
  "MUSA",
  "MLI",
  "PBF",
  "THC",
  "SFM",
  "GM",
  "HAL",
  "ACGL",
  "TMHC",
  null,
  "TOL",
  "USFD",
  "AFL",
  "AMD",
  "SONY",
  "ALLE",
  "AVB",
  "WSO",
  "IP",
  "F",
  "DECK",
  "WEC",
  "EQR",
  "FTNT",
  "IWP",
  "IWR",
  "NCLH",
  "OPCH",
  null,
  null,
  "GSLC",
  "CAH",
  "ESNT",
  "NVST",
  "ENVA",
  "FLNG",
  "HYLN",
  "IDCC",
  null,
  "IPG",
  null,
  "KT",
  null,
  null,
  "KLIC",
  null,
  "PEG",
  "NVO",
  "DHI",
  "AMZN",
  "OLN",
  "SCHB",
  "NIO",
  "NNOX",
  null,
  null,
  null,
  "LCID",
  "HCA",
  null,
  "PFG",
  "SIRI",
  "LUV",
  null,
  "OVV",
  "RMBS",
  "AMC",
  null,
  "BBCA",
  "NTES",
  null,
  "DKNG",
  "VEU",
  "VPL",
  "USB",
  "VUG",
  "VLO",
  "VEA",
  "VNQI",
  null,
  null,
  "MGK",
  "VTWO",
  "VBK",
  "BNDX",
  "MGV",
  "BND",
  "VBR",
  "VOT",
  "VB",
  "VOO",
  "VTV",
  "VEEV",
  "V",
  "VSH",
  "VST",
  "VIST",
  "VICI",
  "WBD",
  "WMT",
  "WBA",
  "WFC",
  "WSM",
  "WYY",
  "WHR",
  "WPM",
  "WMB",
  null,
  null,
  "YEXT",
  "ZBRA",
  "IUSG",
  "ENS",
  null,
  null,
  "DTE",
  "OC",
  "ONTO",
  "HI",
  "NVGS",
  "NXST",
  "FNF",
  "POST",
  "NOG",
  "FOXA",
  null,
  "SCHD",
  "ET",
  "SOFI",
  null,
  "CHKP",
  "LW",
  "LUMN",
  "RDY",
  null,
  "JCI",
  "NXPI",
  null,
  "TFII",
  null,
  null,
  "TTD",
  "ON",
  "PFGC",
  null,
  "TGNA",
  "OKTA",
  "SSD",
  "TWST",
  "CRM",
  "RNR",
  "SWKS",
  null,
  "S",
  null,
  "RDDT",
  "SANM",
  "DIA",
  "ORI",
  "TS",
  null,
  "SPOT",
  null,
  null,
  "MANH",
  "LYV",
  "HCI",
  null,
  "MTUM",
  "LYB",
  "ZION",
  "HALO",
  "LNTH",
  null,
  "GEV",
  "MELI",
  "DGRO",
  "MCK",
  null,
  null,
  "SPYV",
  "EXR",
  "SYF",
  "NUE",
  "NRG",
  "EG",
  "FDX",
  "STLA",
  "STM",
  null,
  "KMB",
  "BAC",
  null,
  "BTE",
  "BRK-B",
  "BDX",
  "BEAM",
  "BTBT",
  "BJ",
  "BBY",
  "TECH",
  "BCC",
  "BA",
  "BAH",
  "BFH",
  "SAM",
  "BMY",
  "BLDR",
  "BAM.TO",
  "CHRW",
  "BFLY",
  "AI",
  "CALM",
  "CCJ",
  "CDNS",
  "CPT",
  "CARS",
  "CDW",
  "SAVA",
  "CPRX",
  "CELH",
  "CVX",
  "CINF",
  "CB",
  "CHDN",
  "CTAS",
  "CSCO",
  "CIVI",
  "CFG",
  "C",
  "CLSK",
  "CNX",
  "CME",
  "COKE",
  "KO",
  "CCEP",
  "COHR",
  "COIN",
  "CMCSA",
  "CTSH",
  "CRK",
  "CEG",
  "CORT",
  "ED",
  "CTRA",
  "COST",
  "CNM",
  "CRGY",
  "CCRN",
  "CRH",
  "CRSP",
  "CRWD",
  "CVS",
  "CSX",
  "CSGS",
  "CW",
  "DVN",
  "FANG",
  null,
  null,
  "DFAC",
  "DOLE",
  "DOCU",
  "DFIN",
  "RSP",
  "ADI",
  "USMV",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  "IWM",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  null,
  "APO",
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2024-12-31

SEC FilingSEC DataHachi Filing

Report Date: 2024-12-31
Filing Date: 2025-02-14
Total Holdings: 745
Total Value: 58175848
Accession Number: 0002044858-25-000001
Form Type: 13F-HR
CIK: legacy-investment-solutions
Manager Name: Legacy-Investment-Solutions

Data Enrichment

75% identified

559 identified186 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

745 positions • $58.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 5 of 38

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69374H428

Shares:1.2K

Value:$57.0K

% of Portfolio:0.1% ($57.0K/$58.2M)

CITIZENS FINANCIAL GROUP INC/RI

CFG|174610105

Shares:1.2K

Value:$55.9K

% of Portfolio:0.1% ($55.9K/$58.2M)

PUBLIC SERVICE ENTERPRISE GROUP INC

PEG|744573106

Shares:666

Value:$55.7K

% of Portfolio:0.1% ($55.7K/$58.2M)

81369Y803

XLK|81369Y803

Shares:229

Value:$53.3K

% of Portfolio:0.1% ($53.3K/$58.2M)

Walmart Inc.

WMT|931142103

Shares:505

Value:$51.1K

% of Portfolio:0.1% ($51.1K/$58.2M)

46641Q654

Shares:1.0K

Value:$51.1K

% of Portfolio:0.1% ($51.1K/$58.2M)

Walt Disney Co

DIS|254687106

Shares:448

Value:$49.7K

% of Portfolio:0.1% ($49.7K/$58.2M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:458

Value:$49.3K

% of Portfolio:0.1% ($49.3K/$58.2M)

NISOURCE INC.

NI|65473P105

Shares:1.3K

Value:$49.0K

% of Portfolio:0.1% ($49.0K/$58.2M)

92206C714

Shares:575

Value:$48.8K

% of Portfolio:0.1% ($48.8K/$58.2M)

SoFi Technologies, Inc.

SOFI|83406F102

Shares:3.2K

Value:$48.4K

% of Portfolio:0.1% ($48.4K/$58.2M)

46434V860

Shares:923

Value:$46.7K

% of Portfolio:0.1% ($46.7K/$58.2M)

922908512

VOE|922908512

Shares:281

Value:$46.3K

% of Portfolio:0.1% ($46.3K/$58.2M)

74933W452

Shares:890

Value:$44.4K

% of Portfolio:0.1% ($44.4K/$58.2M)

97717Y527

Shares:880

Value:$44.4K

% of Portfolio:0.1% ($44.4K/$58.2M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:84

Value:$44.3K

% of Portfolio:0.1% ($44.3K/$58.2M)

CINTAS CORP

CTAS|172908105

Shares:216

Value:$43.6K

% of Portfolio:0.1% ($43.6K/$58.2M)

NeoVolta Inc.

NEOV|640655106

Shares:13.2K

Value:$43.2K

% of Portfolio:0.1% ($43.2K/$58.2M)

DEVON ENERGY CORP/DE

DVN|25179M103

Shares:1.3K

Value:$42.3K

% of Portfolio:0.1% ($42.3K/$58.2M)

92206C680

VONG|92206C680

Shares:400

Value:$42.0K

% of Portfolio:0.1% ($42.0K/$58.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip69374H428)✕	1.2K	QoQ -5.22% (-66) YoY-	All Managers (Combined)	$57.0K	0.1% ($57.0K/$58.2M)	QoQ -5.40% (-$3.3K) YoY-
CITIZENS FINANCIAL GROUP INC/RI(CFGcusip174610105)	1.2K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$55.9K	0.1% ($55.9K/$58.2M)	QoQ +3.25% (+$1.8K) YoY-
PUBLIC SERVICE ENTERPRISE GROUP INC(PEGcusip744573106)	666	QoQ -1.18% (-8) YoY-	All Managers (Combined)	$55.7K	0.1% ($55.7K/$58.2M)	QoQ -5.01% (-$2.9K) YoY-
(XLKcusip81369Y803)	229	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$53.3K	0.1% ($53.3K/$58.2M)	QoQ -1.06% (-$575) YoY-
Walmart Inc.(WMTcusip931142103)	505	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$51.1K	0.1% ($51.1K/$58.2M)	QoQ +18.30% (+$7.9K) YoY-
(cusip46641Q654)✕	1.0K	QoQ -15.04% (-178) YoY-	All Managers (Combined)	$51.1K	0.1% ($51.1K/$58.2M)	QoQ -14.95% (-$9.0K) YoY-
Walt Disney Co(DIScusip254687106)	448	QoQ -28.08% (-175) YoY-	All Managers (Combined)	$49.7K	0.1% ($49.7K/$58.2M)	QoQ -22.39% (-$14.3K) YoY-
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	458	QoQ +215.86% (+313) YoY-	All Managers (Combined)	$49.3K	0.1% ($49.3K/$58.2M)	QoQ +143.88% (+$29.1K) YoY-
NISOURCE INC.(NIcusip65473P105)	1.3K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$49.0K	0.1% ($49.0K/$58.2M)	QoQ +4.63% (+$2.2K) YoY-
(cusip92206C714)✕	575	QoQ NEW(+575) YoY-	All Managers (Combined)	$48.8K	0.1% ($48.8K/$58.2M)	QoQ NEW(+$48.8K) YoY-
SoFi Technologies, Inc.(SOFIcusip83406F102)	3.2K	QoQ +116.26% (+1.7K) YoY-	All Managers (Combined)	$48.4K	0.1% ($48.4K/$58.2M)	QoQ +138.85% (+$28.1K) YoY-
(cusip46434V860)✕	923	QoQ NEW(+923) YoY-	All Managers (Combined)	$46.7K	0.1% ($46.7K/$58.2M)	QoQ NEW(+$46.7K) YoY-
(VOEcusip922908512)	281	QoQ -37.69% (-170) YoY-	All Managers (Combined)	$46.3K	0.1% ($46.3K/$58.2M)	QoQ -40.11% (-$31.0K) YoY-
(cusip74933W452)✕	890	QoQ NEW(+890) YoY-	All Managers (Combined)	$44.4K	0.1% ($44.4K/$58.2M)	QoQ NEW(+$44.4K) YoY-
(cusip97717Y527)✕	880	QoQ NEW(+880) YoY-	All Managers (Combined)	$44.4K	0.1% ($44.4K/$58.2M)	QoQ NEW(+$44.4K) YoY-
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	84	QoQ -10.63% (-10) YoY-	All Managers (Combined)	$44.3K	0.1% ($44.3K/$58.2M)	QoQ -22.26% (-$12.7K) YoY-
CINTAS CORP(CTAScusip172908105)	216	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$43.6K	0.1% ($43.6K/$58.2M)	QoQ -9.64% (-$4.7K) YoY-
NeoVolta Inc.(NEOVcusip640655106)	13.2K	QoQ +6.72% (-835) YoY-	All Managers (Combined)	$43.2K	0.1% ($43.2K/$58.2M)	QoQ -31.91% (-$20.2K) YoY-
DEVON ENERGY CORP/DE(DVNcusip25179M103)	1.3K	QoQ +72.99% (+538) YoY-	All Managers (Combined)	$42.3K	0.1% ($42.3K/$58.2M)	QoQ +46.63% (+$13.4K) YoY-
(VONGcusip92206C680)	400	QoQ NEW(+400) YoY-	All Managers (Combined)	$42.0K	0.1% ($42.0K/$58.2M)	QoQ NEW(+$42.0K) YoY-