Legacy-Solutions

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "ABT",
  "APD",
  "GOOGL",
  "AVGO",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "META",
  null,
  "IJH",
  null,
  null,
  "MSFT",
  "MS",
  "EXC",
  null,
  null,
  null,
  "IVV",
  null,
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "PG",
  null,
  "SPGI",
  "RTX",
  "SPDW",
  null,
  null,
  "SPLG",
  "IVOO",
  null,
  "FSK",
  null,
  "AEP",
  "DHI",
  "AMZN",
  "MSI",
  null,
  "BSV",
  "VUSB",
  "V",
  "WMT",
  "IUSG",
  "SCHD",
  "JCI",
  null,
  "MTUM",
  "IUSV",
  null,
  "BDX",
  "C",
  "COP",
  "CEG",
  "USMV",
  "QQQ",
  null,
  "ITOT",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-08
Total Holdings: 71
Total Value: 90784691
Accession Number: 0002053314-25-000002
Form Type: 13F-HR
CIK: legacy-solutions
Manager Name: Legacy-Solutions

Data Enrichment

59% identified

42 identified29 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

71 positions • $90.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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33740F862

Shares:15.3K

Value:$697.0K

% of Portfolio:0.8% ($697.0K/$90.8M)

MICROSOFT CORP

MSFT|594918104

Shares:1.8K

Value:$692.6K

% of Portfolio:0.8% ($692.6K/$90.8M)

464287150

ITOT|464287150

Shares:5.6K

Value:$688.2K

% of Portfolio:0.8% ($688.2K/$90.8M)

464287200

IVV|464287200

Shares:1.2K

Value:$671.7K

% of Portfolio:0.7% ($671.7K/$90.8M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:1.4K

Value:$636.6K

% of Portfolio:0.7% ($636.6K/$90.8M)

Constellation Energy Corp

CEG|21037T109

Shares:3.1K

Value:$631.1K

% of Portfolio:0.7% ($631.1K/$90.8M)

46138G649

Shares:3.3K

Value:$629.4K

% of Portfolio:0.7% ($629.4K/$90.8M)

78468R739

Shares:11.9K

Value:$568.8K

% of Portfolio:0.6% ($568.8K/$90.8M)

EXELON CORP

EXC|30161N101

Shares:12.3K

Value:$567.4K

% of Portfolio:0.6% ($567.4K/$90.8M)

NVIDIA CORP

NVDA|67066G104

Shares:5.2K

Value:$561.4K

% of Portfolio:0.6% ($561.4K/$90.8M)

33740F722

Shares:11.0K

Value:$549.1K

% of Portfolio:0.6% ($549.1K/$90.8M)

Broadcom Inc.

AVGO|11135F101

Shares:3.2K

Value:$531.0K

% of Portfolio:0.6% ($531.0K/$90.8M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:826

Value:$461.8K

% of Portfolio:0.5% ($461.8K/$90.8M)

33740F680

Shares:11.1K

Value:$440.0K

% of Portfolio:0.5% ($440.0K/$90.8M)

33740U836

Shares:16.2K

Value:$430.5K

% of Portfolio:0.5% ($430.5K/$90.8M)

VISA INC.

V|92826C839

Shares:1.1K

Value:$397.0K

% of Portfolio:0.4% ($397.0K/$90.8M)

46432F396

MTUM|46432F396

Shares:1.9K

Value:$388.5K

% of Portfolio:0.4% ($388.5K/$90.8M)

808524797

SCHD|808524797

Shares:13.8K

Value:$387.1K

% of Portfolio:0.4% ($387.1K/$90.8M)

Motorola Solutions, Inc.

MSI|620076307

Shares:875

Value:$383.2K

% of Portfolio:0.4% ($383.2K/$90.8M)

AMAZON COM INC

AMZN|023135106

Shares:1.9K

Value:$360.5K

% of Portfolio:0.4% ($360.5K/$90.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33740F862)✕	15.3K	QoQ -1.11% (-172) YoY-	All Managers (Combined)	$697.0K	0.8% ($697.0K/$90.8M)	QoQ -3.34% (-$24.1K) YoY-
MICROSOFT CORP(MSFTcusip594918104)	1.8K	QoQ -2.01% (-38) YoY-	All Managers (Combined)	$692.6K	0.8% ($692.6K/$90.8M)	QoQ -12.73% (-$101.1K) YoY-
(ITOTcusip464287150)	5.6K	QoQ +17.61% (+845) YoY-	All Managers (Combined)	$688.2K	0.8% ($688.2K/$90.8M)	QoQ +11.57% (+$71.4K) YoY-
(IVVcusip464287200)	1.2K	QoQ +0.42% (-5) YoY-	All Managers (Combined)	$671.7K	0.7% ($671.7K/$90.8M)	QoQ -4.12% (-$28.9K) YoY-
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	1.4K	QoQ -2.37% (-33) YoY-	All Managers (Combined)	$636.6K	0.7% ($636.6K/$90.8M)	QoQ -10.46% (-$74.4K) YoY-
Constellation Energy Corp(CEGcusip21037T109)	3.1K	QoQ -0.19% (-6) YoY-	All Managers (Combined)	$631.1K	0.7% ($631.1K/$90.8M)	QoQ -10.04% (-$70.5K) YoY-
(cusip46138G649)✕	3.3K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$629.4K	0.7% ($629.4K/$90.8M)	QoQ -8.28% (-$56.8K) YoY-
(cusip78468R739)✕	11.9K	QoQ -1.19% (-145) YoY-	All Managers (Combined)	$568.8K	0.6% ($568.8K/$90.8M)	QoQ -0.76% (-$4.4K) YoY-
EXELON CORP(EXCcusip30161N101)	12.3K	QoQ -0.50% (-62) YoY-	All Managers (Combined)	$567.4K	0.6% ($567.4K/$90.8M)	QoQ +21.80% (-$101.6K) YoY-
NVIDIA CORP(NVDAcusip67066G104)	5.2K	QoQ -0.63% (-33) YoY-	All Managers (Combined)	$561.4K	0.6% ($561.4K/$90.8M)	QoQ -19.80% (-$138.6K) YoY-
(cusip33740F722)✕	11.0K	QoQ -1.37% (-153) YoY-	All Managers (Combined)	$549.1K	0.6% ($549.1K/$90.8M)	QoQ -4.23% (-$24.3K) YoY-
Broadcom Inc.(AVGOcusip11135F101)	3.2K	QoQ +1.27% (-40) YoY-	All Managers (Combined)	$531.0K	0.6% ($531.0K/$90.8M)	QoQ -26.86% (-$195.0K) YoY-
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	826	QoQ +8.82% (+67) YoY-	All Managers (Combined)	$461.8K	0.5% ($461.8K/$90.8M)	QoQ +3.80% (+$16.9K) YoY-
(cusip33740F680)✕	11.1K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$440.0K	0.5% ($440.0K/$90.8M)	QoQ -2.14% (-$9.7K) YoY-
(cusip33740U836)✕	16.2K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$430.5K	0.5% ($430.5K/$90.8M)	QoQ -4.12% (-$18.5K) YoY-
VISA INC.(Vcusip92826C839)	1.1K	QoQ +0.71% (+8) YoY-	All Managers (Combined)	$397.0K	0.4% ($397.0K/$90.8M)	QoQ +11.64% (+$41.4K) YoY-
(MTUMcusip46432F396)	1.9K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$388.5K	0.4% ($388.5K/$90.8M)	QoQ -2.31% (-$9.2K) YoY-
(SCHDcusip808524797)	13.8K	QoQ +1.06% (+146) YoY-	All Managers (Combined)	$387.1K	0.4% ($387.1K/$90.8M)	QoQ +3.43% (+$12.9K) YoY-
Motorola Solutions, Inc.(MSIcusip620076307)	875	QoQ -0.68% (-6) YoY-	All Managers (Combined)	$383.2K	0.4% ($383.2K/$90.8M)	QoQ -5.90% (-$24.0K) YoY-
AMAZON COM INC(AMZNcusip023135106)	1.9K	QoQ -2.36% (-46) YoY-	All Managers (Combined)	$360.5K	0.4% ($360.5K/$90.8M)	QoQ -15.33% (-$65.3K) YoY-