Legacy-Advisory-Services

AI_NATIVE detailed information: This accession holds the following tickers:[
  "AES",
  "BLK",
  "AVGO",
  null,
  "CRS",
  null,
  null,
  null,
  "MMC",
  "MDT",
  "TMUS",
  null,
  "IVV",
  "AAPL",
  "SPY",
  null,
  "MRK",
  null,
  "SHOP",
  "SPLG",
  null,
  "EWBC",
  "ACWV",
  null,
  null,
  "MGC",
  null,
  null,
  "MGK",
  null,
  "VTWO",
  "BSV",
  "V",
  "WMT",
  null,
  null,
  "SCHD",
  null,
  "AN",
  "GTLS",
  "CMCSA",
  "CROX",
  "USMV",
  "IWM",
  "EPD",
  "DIS",
  "ETN",
  "LLY",
  "PLD",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-19
Total Holdings: 50
Total Value: 118425251
Accession Number: 0001172661-25-002415
Form Type: 13F-HR
CIK: legacy-advisory-services
Manager Name: Legacy-Advisory-Services

Data Enrichment

68% identified

34 identified16 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

50 positions • $118.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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92206C409

Shares:7.3K

Value:$576.8K

% of Portfolio:0.5% ($576.8K/$118.4M)

Apple Inc.

AAPL|037833100

Shares:2.5K

Value:$552.9K

% of Portfolio:0.5% ($552.9K/$118.4M)

Medtronic plc

MDT|G5960L103

Shares:6.0K

Value:$540.6K

% of Portfolio:0.5% ($540.6K/$118.4M)

921910816

MGK|921910816

Shares:1.7K

Value:$532.9K

% of Portfolio:0.4% ($532.9K/$118.4M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:936

Value:$523.6K

% of Portfolio:0.4% ($523.6K/$118.4M)

SHOPIFY INC.

SHOP|82509L107

Shares:5.5K

Value:$521.6K

% of Portfolio:0.4% ($521.6K/$118.4M)

Walmart Inc.

WMT|931142103

Shares:5.6K

Value:$495.9K

% of Portfolio:0.4% ($495.9K/$118.4M)

AUTONATION, INC.

AN|05329W102

Shares:3.0K

Value:$491.3K

% of Portfolio:0.4% ($491.3K/$118.4M)

46435G268

Shares:7.4K

Value:$463.5K

% of Portfolio:0.4% ($463.5K/$118.4M)

46435U556

Shares:14.5K

Value:$456.2K

% of Portfolio:0.4% ($456.2K/$118.4M)

ELI LILLY & Co

LLY|532457108

Shares:538

Value:$444.3K

% of Portfolio:0.4% ($444.3K/$118.4M)

COMCAST CORP

CMCSA|20030N101

Shares:12.0K

Value:$443.5K

% of Portfolio:0.4% ($443.5K/$118.4M)

921937827

BSV|921937827

Shares:5.5K

Value:$433.1K

% of Portfolio:0.4% ($433.1K/$118.4M)

Crocs, Inc.

CROX|227046109

Shares:4.0K

Value:$429.2K

% of Portfolio:0.4% ($429.2K/$118.4M)

Broadcom Inc.

AVGO|11135F101

Shares:2.5K

Value:$420.9K

% of Portfolio:0.4% ($420.9K/$118.4M)

Walt Disney Co

DIS|254687106

Shares:4.2K

Value:$415.2K

% of Portfolio:0.4% ($415.2K/$118.4M)

Merck & Co., Inc.

MRK|58933Y105

Shares:4.5K

Value:$403.4K

% of Portfolio:0.3% ($403.4K/$118.4M)

808524797

SCHD|808524797

Shares:12.1K

Value:$337.4K

% of Portfolio:0.3% ($337.4K/$118.4M)

Eaton Corp plc

ETN|G29183103

Shares:1.2K

Value:$334.4K

% of Portfolio:0.3% ($334.4K/$118.4M)

CHART INDUSTRIES INC

GTLS|16115Q308

Shares:2.3K

Value:$330.7K

% of Portfolio:0.3% ($330.7K/$118.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip92206C409)✕	7.3K	QoQ- YoY-	All Managers (Combined)	$576.8K	0.5% ($576.8K/$118.4M)	QoQ- YoY-
Apple Inc.(AAPLcusip037833100)	2.5K	QoQ- YoY-	All Managers (Combined)	$552.9K	0.5% ($552.9K/$118.4M)	QoQ- YoY-
Medtronic plc(MDTcusipG5960L103)	6.0K	QoQ- YoY-	All Managers (Combined)	$540.6K	0.5% ($540.6K/$118.4M)	QoQ- YoY-
(MGKcusip921910816)	1.7K	QoQ- YoY-	All Managers (Combined)	$532.9K	0.4% ($532.9K/$118.4M)	QoQ- YoY-
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	936	QoQ- YoY-	All Managers (Combined)	$523.6K	0.4% ($523.6K/$118.4M)	QoQ- YoY-
SHOPIFY INC.(SHOPcusip82509L107)	5.5K	QoQ- YoY-	All Managers (Combined)	$521.6K	0.4% ($521.6K/$118.4M)	QoQ- YoY-
Walmart Inc.(WMTcusip931142103)	5.6K	QoQ- YoY-	All Managers (Combined)	$495.9K	0.4% ($495.9K/$118.4M)	QoQ- YoY-
AUTONATION, INC.(ANcusip05329W102)	3.0K	QoQ- YoY-	All Managers (Combined)	$491.3K	0.4% ($491.3K/$118.4M)	QoQ- YoY-
(cusip46435G268)✕	7.4K	QoQ- YoY-	All Managers (Combined)	$463.5K	0.4% ($463.5K/$118.4M)	QoQ- YoY-
(cusip46435U556)✕	14.5K	QoQ- YoY-	All Managers (Combined)	$456.2K	0.4% ($456.2K/$118.4M)	QoQ- YoY-
ELI LILLY & Co(LLYcusip532457108)	538	QoQ- YoY-	All Managers (Combined)	$444.3K	0.4% ($444.3K/$118.4M)	QoQ- YoY-
COMCAST CORP(CMCSAcusip20030N101)	12.0K	QoQ- YoY-	All Managers (Combined)	$443.5K	0.4% ($443.5K/$118.4M)	QoQ- YoY-
(BSVcusip921937827)	5.5K	QoQ- YoY-	All Managers (Combined)	$433.1K	0.4% ($433.1K/$118.4M)	QoQ- YoY-
Crocs, Inc.(CROXcusip227046109)	4.0K	QoQ- YoY-	All Managers (Combined)	$429.2K	0.4% ($429.2K/$118.4M)	QoQ- YoY-
Broadcom Inc.(AVGOcusip11135F101)	2.5K	QoQ- YoY-	All Managers (Combined)	$420.9K	0.4% ($420.9K/$118.4M)	QoQ- YoY-
Walt Disney Co(DIScusip254687106)	4.2K	QoQ- YoY-	All Managers (Combined)	$415.2K	0.4% ($415.2K/$118.4M)	QoQ- YoY-
Merck & Co., Inc.(MRKcusip58933Y105)	4.5K	QoQ- YoY-	All Managers (Combined)	$403.4K	0.3% ($403.4K/$118.4M)	QoQ- YoY-
(SCHDcusip808524797)	12.1K	QoQ- YoY-	All Managers (Combined)	$337.4K	0.3% ($337.4K/$118.4M)	QoQ- YoY-
Eaton Corp plc(ETNcusipG29183103)	1.2K	QoQ- YoY-	All Managers (Combined)	$334.4K	0.3% ($334.4K/$118.4M)	QoQ- YoY-
CHART INDUSTRIES INC(GTLScusip16115Q308)	2.3K	QoQ- YoY-	All Managers (Combined)	$330.7K	0.3% ($330.7K/$118.4M)	QoQ- YoY-