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:

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33740U711

Shares:6.9K

Value:$238.1K

% of Portfolio:0.3% ($238.1K/$90.8M)

S&P Global Inc.

SPGI|78409V104

Shares:459

Value:$233.3K

% of Portfolio:0.3% ($233.3K/$90.8M)

BECTON DICKINSON & CO

BDX|075887109

Shares:1.0K

Value:$230.0K

% of Portfolio:0.3% ($230.0K/$90.8M)

464287507

IJH|464287507

Shares:3.9K

Value:$225.6K

% of Portfolio:0.2% ($225.6K/$90.8M)

ABBOTT LABORATORIES

ABT|002824100

Shares:1.7K

Value:$225.6K

% of Portfolio:0.2% ($225.6K/$90.8M)

Air Products & Chemicals, Inc.

APD|009158106

Shares:753

Value:$222.1K

% of Portfolio:0.2% ($222.1K/$90.8M)

33740F664

Shares:5.2K

Value:$217.6K

% of Portfolio:0.2% ($217.6K/$90.8M)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:2.0K

Value:$214.5K

% of Portfolio:0.2% ($214.5K/$90.8M)

33740F557

Shares:8.1K

Value:$213.5K

% of Portfolio:0.2% ($213.5K/$90.8M)

Zoetis Inc.

ZTS|98978V103

Shares:1.3K

Value:$213.3K

% of Portfolio:0.2% ($213.3K/$90.8M)

808524409

Shares:7.9K

Value:$209.3K

% of Portfolio:0.2% ($209.3K/$90.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33740U711)✕	6.9K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$238.1K	0.3% ($238.1K/$90.8M)	QoQ -1.44% (-$3.5K) YoY-
S&P Global Inc.(SPGIcusip78409V104)	459	QoQ +3.61% (+16) YoY-	All Managers (Combined)	$233.3K	0.3% ($233.3K/$90.8M)	QoQ +5.76% (+$12.7K) YoY-
BECTON DICKINSON & CO(BDXcusip075887109)	1.0K	QoQ +0.80% (+8) YoY-	All Managers (Combined)	$230.0K	0.3% ($230.0K/$90.8M)	QoQ +1.84% (+$4.2K) YoY-
(IJHcusip464287507)	3.9K	QoQ +1.04% (-40) YoY-	All Managers (Combined)	$225.6K	0.2% ($225.6K/$90.8M)	QoQ -5.37% (-$12.8K) YoY-
ABBOTT LABORATORIES(ABTcusip002824100)	1.7K	QoQ NEW(+1.7K) YoY-	All Managers (Combined)	$225.6K	0.2% ($225.6K/$90.8M)	QoQ NEW(+$225.6K) YoY-
Air Products & Chemicals, Inc.(APDcusip009158106)	753	QoQ -1.18% (-9) YoY-	All Managers (Combined)	$222.1K	0.2% ($222.1K/$90.8M)	QoQ +0.48% (-$1.1K) YoY-
(cusip33740F664)✕	5.2K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$217.6K	0.2% ($217.6K/$90.8M)	QoQ -2.65% (-$5.9K) YoY-
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	2.0K	QoQ NEW(+2.0K) YoY-	All Managers (Combined)	$214.5K	0.2% ($214.5K/$90.8M)	QoQ NEW(+$214.5K) YoY-
(cusip33740F557)✕	8.1K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$213.5K	0.2% ($213.5K/$90.8M)	QoQ -5.63% (-$12.8K) YoY-
Zoetis Inc.(ZTScusip98978V103)	1.3K	QoQ +1.01% (+13) YoY-	All Managers (Combined)	$213.3K	0.2% ($213.3K/$90.8M)	QoQ +2.10% (+$4.4K) YoY-
(cusip808524409)✕	7.9K	QoQ +0.53% (+42) YoY-	All Managers (Combined)	$209.3K	0.2% ($209.3K/$90.8M)	QoQ +2.50% (+$5.1K) YoY-