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:

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MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:1.4K

Value:$329.7K

% of Portfolio:0.3% ($329.7K/$118.4M)

72201R783

Shares:3.3K

Value:$313.6K

% of Portfolio:0.3% ($313.6K/$118.4M)

ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

Shares:8.6K

Value:$293.7K

% of Portfolio:0.2% ($293.7K/$118.4M)

78464A383

Shares:11.8K

Value:$259.9K

% of Portfolio:0.2% ($259.9K/$118.4M)

78464A284

Shares:9.0K

Value:$227.3K

% of Portfolio:0.2% ($227.3K/$118.4M)

464286525

ACWV|464286525

Shares:2.0K

Value:$227.2K

% of Portfolio:0.2% ($227.2K/$118.4M)

CARPENTER TECHNOLOGY CORP

CRS|144285103

Shares:1.2K

Value:$218.9K

% of Portfolio:0.2% ($218.9K/$118.4M)

Prologis, Inc.

PLD|74340W103

Shares:1.9K

Value:$209.1K

% of Portfolio:0.2% ($209.1K/$118.4M)

92189F676

Shares:965

Value:$204.1K

% of Portfolio:0.2% ($204.1K/$118.4M)

AES CORP

AES|00130H105

Shares:15.4K

Value:$191.2K

% of Portfolio:0.2% ($191.2K/$118.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	1.4K	QoQ- YoY-	All Managers (Combined)	$329.7K	0.3% ($329.7K/$118.4M)	QoQ- YoY-
(cusip72201R783)✕	3.3K	QoQ- YoY-	All Managers (Combined)	$313.6K	0.3% ($313.6K/$118.4M)	QoQ- YoY-
ENTERPRISE PRODUCTS PARTNERS L.P.(EPDcusip293792107)	8.6K	QoQ- YoY-	All Managers (Combined)	$293.7K	0.2% ($293.7K/$118.4M)	QoQ- YoY-
(cusip78464A383)✕	11.8K	QoQ- YoY-	All Managers (Combined)	$259.9K	0.2% ($259.9K/$118.4M)	QoQ- YoY-
(cusip78464A284)✕	9.0K	QoQ- YoY-	All Managers (Combined)	$227.3K	0.2% ($227.3K/$118.4M)	QoQ- YoY-
(ACWVcusip464286525)	2.0K	QoQ- YoY-	All Managers (Combined)	$227.2K	0.2% ($227.2K/$118.4M)	QoQ- YoY-
CARPENTER TECHNOLOGY CORP(CRScusip144285103)	1.2K	QoQ- YoY-	All Managers (Combined)	$218.9K	0.2% ($218.9K/$118.4M)	QoQ- YoY-
Prologis, Inc.(PLDcusip74340W103)	1.9K	QoQ- YoY-	All Managers (Combined)	$209.1K	0.2% ($209.1K/$118.4M)	QoQ- YoY-
(cusip92189F676)✕	965	QoQ- YoY-	All Managers (Combined)	$204.1K	0.2% ($204.1K/$118.4M)	QoQ- YoY-
AES CORP(AEScusip00130H105)	15.4K	QoQ- YoY-	All Managers (Combined)	$191.2K	0.2% ($191.2K/$118.4M)	QoQ- YoY-