Legacy Advisory Services, LLC
Investment Portfolio & 13F Holdings Analysis
About
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.
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
Filing Details
13F-HR • 2025-03-31- 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% identified34 identified16 unidentified
Holdings
50 positions • $118.4M total value
Manager:
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464288679
Shares:235.6K
Value:$26.0M
% of Portfolio:22.0% ($26.0M/$118.4M)
464287432
Shares:125.4K
Value:$11.4M
% of Portfolio:9.6% ($11.4M/$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)
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)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
(cusip464288679)✕ | 235.6K | QoQ- YoY- | All Managers (Combined) | $26.0M | 22.0% ($26.0M/$118.4M) | QoQ- YoY- |
253.0K | QoQ- YoY- | All Managers (Combined) | $16.6M | 14.1% ($16.6M/$118.4M) | QoQ- YoY- | |
(cusip464287432)✕ | 125.4K | QoQ- YoY- | All Managers (Combined) | $11.4M | 9.6% ($11.4M/$118.4M) | QoQ- YoY- |
106.3K | QoQ- YoY- | All Managers (Combined) | $10.0M | 8.4% ($10.0M/$118.4M) | QoQ- YoY- | |
38.9K | QoQ- YoY- | All Managers (Combined) | $6.6M | 5.6% ($6.6M/$118.4M) | QoQ- YoY- | |
(cusip46436E718)✕ | 57.0K | QoQ- YoY- | All Managers (Combined) | $5.7M | 4.8% ($5.7M/$118.4M) | QoQ- YoY- |
(cusip464289420)✕ | 68.8K | QoQ- YoY- | All Managers (Combined) | $5.7M | 4.8% ($5.7M/$118.4M) | QoQ- YoY- |
21.2K | QoQ- YoY- | All Managers (Combined) | $4.3M | 3.6% ($4.3M/$118.4M) | QoQ- YoY- | |
7.0K | QoQ- YoY- | All Managers (Combined) | $3.9M | 3.3% ($3.9M/$118.4M) | QoQ- YoY- | |
18.1K | QoQ- YoY- | All Managers (Combined) | $3.6M | 3.0% ($3.6M/$118.4M) | QoQ- YoY- | |
(cusip78464A805)✕ | 32.5K | QoQ- YoY- | All Managers (Combined) | $2.2M | 1.9% ($2.2M/$118.4M) | QoQ- YoY- |
(cusip464289446)✕ | 14.4K | QoQ- YoY- | All Managers (Combined) | $2.0M | 1.7% ($2.0M/$118.4M) | QoQ- YoY- |
(cusip78468R804)✕ | 10.8K | QoQ- YoY- | All Managers (Combined) | $1.9M | 1.6% ($1.9M/$118.4M) | QoQ- YoY- |
(cusip464289867)✕ | 31.8K | QoQ- YoY- | All Managers (Combined) | $1.8M | 1.5% ($1.8M/$118.4M) | QoQ- YoY- |
(cusip464287572)✕ | 17.6K | QoQ- YoY- | All Managers (Combined) | $1.7M | 1.4% ($1.7M/$118.4M) | QoQ- YoY- |
10.2K | QoQ- YoY- | All Managers (Combined) | $824.9K | 0.7% ($824.9K/$118.4M) | QoQ- YoY- | |
1.8K | QoQ- YoY- | All Managers (Combined) | $644.4K | 0.5% ($644.4K/$118.4M) | QoQ- YoY- | |
2.4K | QoQ- YoY- | All Managers (Combined) | $641.7K | 0.5% ($641.7K/$118.4M) | QoQ- YoY- | |
7.0K | QoQ- YoY- | All Managers (Combined) | $627.8K | 0.5% ($627.8K/$118.4M) | QoQ- YoY- | |
BlackRock, Inc.(BLKcusip09290D101) | 636 | QoQ- YoY- | All Managers (Combined) | $602.1K | 0.5% ($602.1K/$118.4M) | QoQ- YoY- |