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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33740F755

Shares:11.8K

Value:$351.8K

% of Portfolio:0.4% ($351.8K/$90.8M)

MORGAN STANLEY

MS|617446448

Shares:2.9K

Value:$335.6K

% of Portfolio:0.4% ($335.6K/$90.8M)

RTX Corp

RTX|75513E101

Shares:2.5K

Value:$330.5K

% of Portfolio:0.4% ($330.5K/$90.8M)

Alphabet Inc.

GOOGL|02079K305

Shares:2.0K

Value:$311.0K

% of Portfolio:0.3% ($311.0K/$90.8M)

PROCTER & GAMBLE Co

PG|742718109

Shares:1.8K

Value:$307.3K

% of Portfolio:0.3% ($307.3K/$90.8M)

92647N691

Shares:6.2K

Value:$301.7K

% of Portfolio:0.3% ($301.7K/$90.8M)

33740F847

Shares:6.4K

Value:$300.8K

% of Portfolio:0.3% ($300.8K/$90.8M)

33740F599

Shares:7.1K

Value:$300.6K

% of Portfolio:0.3% ($300.6K/$90.8M)

Walmart Inc.

WMT|931142103

Shares:3.4K

Value:$300.5K

% of Portfolio:0.3% ($300.5K/$90.8M)

HORTON D R INC /DE/

DHI|23331A109

Shares:2.3K

Value:$294.3K

% of Portfolio:0.3% ($294.3K/$90.8M)

CONOCOPHILLIPS

COP|20825C104

Shares:2.8K

Value:$290.6K

% of Portfolio:0.3% ($290.6K/$90.8M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:504

Value:$275.1K

% of Portfolio:0.3% ($275.1K/$90.8M)

46429B697

USMV|46429B697

Shares:2.9K

Value:$274.2K

% of Portfolio:0.3% ($274.2K/$90.8M)

33740F482

Shares:7.2K

Value:$267.0K

% of Portfolio:0.3% ($267.0K/$90.8M)

69374H881

Shares:4.9K

Value:$266.4K

% of Portfolio:0.3% ($266.4K/$90.8M)

CITIGROUP INC

C|172967424

Shares:3.7K

Value:$265.8K

% of Portfolio:0.3% ($265.8K/$90.8M)

33740F748

Shares:5.6K

Value:$260.6K

% of Portfolio:0.3% ($260.6K/$90.8M)

46431W838

Shares:5.2K

Value:$259.3K

% of Portfolio:0.3% ($259.3K/$90.8M)

Meta Platforms, Inc.

META|30303M102

Shares:427

Value:$246.1K

% of Portfolio:0.3% ($246.1K/$90.8M)

Johnson Controls International plc

JCI|G51502105

Shares:3.0K

Value:$241.9K

% of Portfolio:0.3% ($241.9K/$90.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33740F755)✕	11.8K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$351.8K	0.4% ($351.8K/$90.8M)	QoQ -2.56% (-$9.2K) YoY-
MORGAN STANLEY(MScusip617446448)	2.9K	QoQ +0.24% (-7) YoY-	All Managers (Combined)	$335.6K	0.4% ($335.6K/$90.8M)	QoQ -6.96% (-$25.1K) YoY-
RTX Corp(RTXcusip75513E101)	2.5K	QoQ +0.64% (+16) YoY-	All Managers (Combined)	$330.5K	0.4% ($330.5K/$90.8M)	QoQ +15.22% (+$43.7K) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	2.0K	QoQ +0.90% (-18) YoY-	All Managers (Combined)	$311.0K	0.3% ($311.0K/$90.8M)	QoQ -17.54% (-$66.2K) YoY-
PROCTER & GAMBLE Co(PGcusip742718109)	1.8K	QoQ +0.11% (+2) YoY-	All Managers (Combined)	$307.3K	0.3% ($307.3K/$90.8M)	QoQ +1.79% (+$5.4K) YoY-
(cusip92647N691)✕	6.2K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$301.7K	0.3% ($301.7K/$90.8M)	QoQ +0.83% (+$2.5K) YoY-
(cusip33740F847)✕	6.4K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$300.8K	0.3% ($300.8K/$90.8M)	QoQ -2.40% (-$7.4K) YoY-
(cusip33740F599)✕	7.1K	QoQ -2.85% (-209) YoY-	All Managers (Combined)	$300.6K	0.3% ($300.6K/$90.8M)	QoQ -5.25% (-$16.7K) YoY-
Walmart Inc.(WMTcusip931142103)	3.4K	QoQ -0.63% (-22) YoY-	All Managers (Combined)	$300.5K	0.3% ($300.5K/$90.8M)	QoQ -3.44% (-$10.7K) YoY-
HORTON D R INC /DE/(DHIcusip23331A109)	2.3K	QoQ -0.21% (-5) YoY-	All Managers (Combined)	$294.3K	0.3% ($294.3K/$90.8M)	QoQ -9.26% (-$30.1K) YoY-
CONOCOPHILLIPS(COPcusip20825C104)	2.8K	QoQ +1.39% (+38) YoY-	All Managers (Combined)	$290.6K	0.3% ($290.6K/$90.8M)	QoQ +7.37% (+$20.0K) YoY-
GOLDMAN SACHS GROUP INC(GScusip38141G104)	504	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$275.1K	0.3% ($275.1K/$90.8M)	QoQ -4.75% (-$13.7K) YoY-
(USMVcusip46429B697)	2.9K	QoQ -6.33% (-198) YoY-	All Managers (Combined)	$274.2K	0.3% ($274.2K/$90.8M)	QoQ -1.21% (-$3.4K) YoY-
(cusip33740F482)✕	7.2K	QoQ NEW(+7.2K) YoY-	All Managers (Combined)	$267.0K	0.3% ($267.0K/$90.8M)	QoQ NEW(+$267.0K) YoY-
(cusip69374H881)✕	4.9K	QoQ +0.51% (-25) YoY-	All Managers (Combined)	$266.4K	0.3% ($266.4K/$90.8M)	QoQ -2.54% (-$6.9K) YoY-
CITIGROUP INC(Ccusip172967424)	3.7K	QoQ +0.10% (+4) YoY-	All Managers (Combined)	$265.8K	0.3% ($265.8K/$90.8M)	QoQ +0.96% (+$2.6K) YoY-
(cusip33740F748)✕	5.6K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$260.6K	0.3% ($260.6K/$90.8M)	QoQ -2.63% (-$7.1K) YoY-
(cusip46431W838)✕	5.2K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$259.3K	0.3% ($259.3K/$90.8M)	QoQ +0.58% (+$1.5K) YoY-
Meta Platforms, Inc.(METAcusip30303M102)	427	QoQ +0.94% (-4) YoY-	All Managers (Combined)	$246.1K	0.3% ($246.1K/$90.8M)	QoQ -0.62% (-$1.5K) YoY-
Johnson Controls International plc(JCIcusipG51502105)	3.0K	QoQ +0.46% (+14) YoY-	All Managers (Combined)	$241.9K	0.3% ($241.9K/$90.8M)	QoQ +1.96% (+$4.7K) YoY-