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 6 of 38

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HOME DEPOT, INC.

HD|437076102

Shares:103

Value:$42.0K

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

US BANCORP \DE\

USB|902973304

Shares:882

Value:$41.7K

% of Portfolio:0.1% ($41.7K/$58.2M)

BCE INC

BCE|05534B760

Shares:1.9K

Value:$41.5K

% of Portfolio:0.1% ($41.5K/$58.2M)

QUALCOMM INC/DE

QCOM|747525103

Shares:247

Value:$41.5K

% of Portfolio:0.1% ($41.5K/$58.2M)

381430529

Shares:415

Value:$41.5K

% of Portfolio:0.1% ($41.5K/$58.2M)

AMGEN INC

AMGN|031162100

Shares:141

Value:$41.4K

% of Portfolio:0.1% ($41.4K/$58.2M)

T-Mobile US, Inc.

TMUS|872590104

Shares:164

Value:$40.4K

% of Portfolio:0.1% ($40.4K/$58.2M)

464287499

IWR|464287499

Shares:427

Value:$39.4K

% of Portfolio:0.1% ($39.4K/$58.2M)

REGIONS FINANCIAL CORP

RF|7591EP100

Shares:1.6K

Value:$39.2K

% of Portfolio:0.1% ($39.2K/$58.2M)

33740F276

Shares:1.9K

Value:$38.2K

% of Portfolio:0.1% ($38.2K/$58.2M)

Trane Technologies plc

TT|G8994E103

Shares:107

Value:$38.1K

% of Portfolio:0.1% ($38.1K/$58.2M)

BOEING CO

BA|097023105

Shares:204

Value:$37.0K

% of Portfolio:0.1% ($37.0K/$58.2M)

CITIGROUP INC

C|172967424

Shares:449

Value:$36.7K

% of Portfolio:0.1% ($36.7K/$58.2M)

78464A508

SPYV|78464A508

Shares:688

Value:$35.9K

% of Portfolio:0.1% ($35.9K/$58.2M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:888

Value:$35.4K

% of Portfolio:0.1% ($35.4K/$58.2M)

Phillips Edison & Company, Inc.

PECO|71844V201

Shares:933

Value:$34.8K

% of Portfolio:0.1% ($34.8K/$58.2M)

TARGET CORP

TGT|87612E106

Shares:264

Value:$34.7K

% of Portfolio:0.1% ($34.7K/$58.2M)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:442

Value:$34.2K

% of Portfolio:0.1% ($34.2K/$58.2M)

FIFTH THIRD BANCORP

FITB|316773100

Shares:767

Value:$33.8K

% of Portfolio:0.1% ($33.8K/$58.2M)

46435G326

Shares:491

Value:$33.2K

% of Portfolio:0.1% ($33.2K/$58.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
HOME DEPOT, INC.(HDcusip437076102)	103	QoQ +3.00% (+3) YoY-	All Managers (Combined)	$42.0K	0.1% ($42.0K/$58.2M)	QoQ +2.29% (+$941) YoY-
US BANCORP \DE\(USBcusip902973304)	882	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$41.7K	0.1% ($41.7K/$58.2M)	QoQ -7.69% (-$3.5K) YoY-
BCE INC(BCEcusip05534B760)	1.9K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$41.5K	0.1% ($41.5K/$58.2M)	QoQ -18.63% (-$9.5K) YoY-
QUALCOMM INC/DE(QCOMcusip747525103)	247	QoQ +2.91% (+7) YoY-	All Managers (Combined)	$41.5K	0.1% ($41.5K/$58.2M)	QoQ +7.75% (+$3.0K) YoY-
(cusip381430529)✕	415	QoQ -53.73% (-482) YoY-	All Managers (Combined)	$41.5K	0.1% ($41.5K/$58.2M)	QoQ -53.75% (-$48.2K) YoY-
AMGEN INC(AMGNcusip031162100)	141	QoQ +46.87% (+45) YoY-	All Managers (Combined)	$41.4K	0.1% ($41.4K/$58.2M)	QoQ +43.02% (+$12.5K) YoY-
T-Mobile US, Inc.(TMUScusip872590104)	164	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$40.4K	0.1% ($40.4K/$58.2M)	QoQ +2.22% (+$879) YoY-
(IWRcusip464287499)	427	QoQ +50.35% (+143) YoY-	All Managers (Combined)	$39.4K	0.1% ($39.4K/$58.2M)	QoQ +49.60% (+$13.0K) YoY-
REGIONS FINANCIAL CORP(RFcusip7591EP100)	1.6K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$39.2K	0.1% ($39.2K/$58.2M)	QoQ -6.32% (-$2.6K) YoY-
(cusip33740F276)✕	1.9K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$38.2K	0.1% ($38.2K/$58.2M)	QoQ +0.55% (+$210) YoY-
Trane Technologies plc(TTcusipG8994E103)	107	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$38.1K	0.1% ($38.1K/$58.2M)	QoQ -14.18% (-$6.3K) YoY-
BOEING CO(BAcusip097023105)	204	QoQ +5000.00% (+200) YoY-	All Managers (Combined)	$37.0K	0.1% ($37.0K/$58.2M)	QoQ +6511.42% (+$36.5K) YoY-
CITIGROUP INC(Ccusip172967424)	449	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$36.7K	0.1% ($36.7K/$58.2M)	QoQ +18.62% (+$5.8K) YoY-
(SPYVcusip78464A508)	688	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$35.9K	0.1% ($35.9K/$58.2M)	QoQ -3.57% (-$1.3K) YoY-
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	888	QoQ -24.10% (-282) YoY-	All Managers (Combined)	$35.4K	0.1% ($35.4K/$58.2M)	QoQ -26.42% (-$12.7K) YoY-
Phillips Edison & Company, Inc.(PECOcusip71844V201)	933	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$34.8K	0.1% ($34.8K/$58.2M)	QoQ -4.57% (-$1.7K) YoY-
TARGET CORP(TGTcusip87612E106)	264	QoQ +47.48% (+85) YoY-	All Managers (Combined)	$34.7K	0.1% ($34.7K/$58.2M)	QoQ +24.98% (+$6.9K) YoY-
PayPal Holdings, Inc.(PYPLcusip70450Y103)	442	QoQ -5.15% (-24) YoY-	All Managers (Combined)	$34.2K	0.1% ($34.2K/$58.2M)	QoQ -16.01% (-$6.5K) YoY-
FIFTH THIRD BANCORP(FITBcusip316773100)	767	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$33.8K	0.1% ($33.8K/$58.2M)	QoQ -6.69% (-$2.4K) YoY-
(cusip46435G326)✕	491	QoQ NEW(+491) YoY-	All Managers (Combined)	$33.2K	0.1% ($33.2K/$58.2M)	QoQ NEW(+$33.2K) YoY-