Legacy Advisory Services, LLC

Investment Portfolio & 13F Holdings Analysis

About
CIK: 0002068847
Type: FundHoldings: 50Value: $118.4MLatest: 2025Q1

Legacy Advisory Services, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 50 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR2025-03-31
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
Manager Name
Legacy-Advisory-Services
Data Enrichment
68% identified
34 identified16 unidentified

Holdings

50 positions • $118.4M total value
Manager:
Search and click to pin securities to the top
Page 1 of 3
464288679
Shares:235.6K
Value:$26.0M
% of Portfolio:22.0% ($26.0M/$118.4M)
78464A854
Shares:253.0K
Value:$16.6M
% of Portfolio:14.1% ($16.6M/$118.4M)
464287432
Shares:125.4K
Value:$11.4M
% of Portfolio:9.6% ($11.4M/$118.4M)
46429B697
Shares:106.3K
Value:$10.0M
% of Portfolio:8.4% ($10.0M/$118.4M)
46432F339
Shares:38.9K
Value:$6.6M
% of Portfolio:5.6% ($6.6M/$118.4M)
46436E718
Shares:57.0K
Value:$5.7M
% of Portfolio:4.8% ($5.7M/$118.4M)
464289420
Shares:68.8K
Value:$5.7M
% of Portfolio:4.8% ($5.7M/$118.4M)
921910873
Shares:21.2K
Value:$4.3M
% of Portfolio:3.6% ($4.3M/$118.4M)
464287200
Shares:7.0K
Value:$3.9M
% of Portfolio:3.3% ($3.9M/$118.4M)
464287655
Shares:18.1K
Value:$3.6M
% of Portfolio:3.0% ($3.6M/$118.4M)
78464A805
Shares:32.5K
Value:$2.2M
% of Portfolio:1.9% ($2.2M/$118.4M)
464289446
Shares:14.4K
Value:$2.0M
% of Portfolio:1.7% ($2.0M/$118.4M)
78468R804
Shares:10.8K
Value:$1.9M
% of Portfolio:1.6% ($1.9M/$118.4M)
464289867
Shares:31.8K
Value:$1.8M
% of Portfolio:1.5% ($1.8M/$118.4M)
464287572
Shares:17.6K
Value:$1.7M
% of Portfolio:1.4% ($1.7M/$118.4M)
92206C664
Shares:10.2K
Value:$824.9K
% of Portfolio:0.7% ($824.9K/$118.4M)
VISA INC.
Shares:1.8K
Value:$644.4K
% of Portfolio:0.5% ($644.4K/$118.4M)
T-Mobile US, Inc.
Shares:2.4K
Value:$641.7K
% of Portfolio:0.5% ($641.7K/$118.4M)
EAST WEST BANCORP INC
Shares:7.0K
Value:$627.8K
% of Portfolio:0.5% ($627.8K/$118.4M)
BlackRock, Inc.
Shares:636
Value:$602.1K
% of Portfolio:0.5% ($602.1K/$118.4M)