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CIK 0002131510 • 2 13F filings • May 5, 2026 – Aug 10, 2026
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Past 2 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INCORPORATED | COM | $1.4M | 0.7% | 6,420 SH | |
| AERCAP HOLDINGS NV SHS (NETHERLANDS) | SHS | $530K | 0.3% | 3,860 SH | |
| ALERIAN MLP ETF | ALERIAN MLP | $12.8M | 6.6% | 242,427 SH | |
| ALLIENT INCORPORATED | COM | $312K | 0.2% | 5,282 SH | |
| ALPHABET INCORPORATED CAP STK CLASS C | CAP STK CL C | $202K | 0.1% | 704 SH | |
| ALTRIA GROUP INCORPORATED | COM | $343K | 0.2% | 5,200 SH | |
| AMAZON COM INCORPORATED | COM | $2.8M | 1.5% | 13,636 SH | |
| AMEREN CORPORATION | COM | $4.2M | 2.2% | 37,778 SH | |
| AMERICAN ELEC PWR COMPANY INCORPORATED | COM | $6.0M | 3.1% | 45,458 SH | |
| AMERICAN EXPRESS COMPANY | COM | $4.1M | 2.1% | 13,624 SH | |
| APPLE INCORPORATED | COM | $1.7M | 0.9% | 6,773 SH | |
| ASHLAND INCORPORATED | COM | $245K | 0.1% | 4,413 SH | |
| ASML HLDG NV N Y REGISTRY SHS (NETHERLANDS) | N Y REGISTRY SHS | $503K | 0.3% | 381 SH | |
| AT&T INCORPORATED | COM | $374K | 0.2% | 12,895 SH | |
| BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | CL B NEW | $212K | 0.1% | 443 SH | |
| BLACKROCK FLOATING RATE INCOME | COM | $496K | 0.3% | 45,045 SH | |
| BRIGHTSPRING HEALTH SVCS INCORPORATED | COM | $1.0M | 0.5% | 24,018 SH | |
| BROWN FORMAN CORPORATION CLASS A | CL A | $208K | 0.1% | 7,774 SH | |
| CADENCE DESIGN SYSTEMS INCORPORATED | COM | $4.1M | 2.2% | 14,930 SH | |
| CAMECO CORPORATION (CANADA) | COM | $640K | 0.3% | 5,893 SH | |
| CAPITAL ONE FINL CORPORATION | COM | $4.0M | 2.1% | 21,914 SH | |
| CATERPILLAR INCORPORATED | COM | $2.1M | 1.1% | 2,945 SH | |
| CBRE GROUP INCORPORATED CLASS A | CL A | $308K | 0.2% | 2,272 SH | |
| CELESTICA INCORPORATED (CANADA) | COM | $690K | 0.4% | 2,451 SH | |
| CHENIERE ENERGY INCORPORATED COM NEW | COM NEW | $332K | 0.2% | 1,171 SH | |
| CHEVRON CORPORATION | COM | $3.1M | 1.6% | 15,206 SH | |
| CHURCHILL DOWNS INCORPORATED | COM | $1.1M | 0.6% | 12,292 SH | |
| CISCO SYSTEMS INCORPORATED | COM | $242K | 0.1% | 3,125 SH | |
| COCA COLA COMPANY | COM | $273K | 0.1% | 3,589 SH | |
| COMFORT SYSTEMS USA INCORPORATED | COM | $854K | 0.4% | 619 SH | |
| CONSOLIDATED EDISON INCORPORATED | COM | $4.4M | 2.3% | 39,233 SH | |
| CONSTELLATION ENERGY CORPORATION | COM | $480K | 0.2% | 1,718 SH | |
| COSTCO WHOLESALE CORPORATION | COM | $240K | 0.1% | 241 SH | |
| CROWDSTRIKE HLDGS INCORPORATED CLASS A | CL A | $1.6M | 0.8% | 4,043 SH | |
| CSX CORPORATION | COM | $765K | 0.4% | 18,627 SH | |
| DISNEY WALT COMPANY | COM | $1.1M | 0.6% | 11,237 SH | |
| DNP SELECT INCOME FD INCORPORATED | COM | $151K | 0.1% | 14,640 SH | |
| DOLLAR GENERAL CORPORATION | COM | $296K | 0.2% | 2,490 SH | |
| DOMINION ENERGY INCORPORATED | COM | $1.4M | 0.7% | 21,850 SH | |
| DRAFTKINGS INCORPORATED NEW COM CLASS A | COM CL A | $471K | 0.2% | 21,768 SH | |
| DUKE ENERGY CORPORATION NEW COM NEW | COM NEW | $6.3M | 3.3% | 48,292 SH | |
| EATON VANCE TAX ADVT DIV INCM | COM | $2.2M | 1.2% | 90,783 SH | |
| EBAY INCORPORATED. | COM | $253K | 0.1% | 2,777 SH | |
| ELI LILLY & COMPANY | COM | $3.5M | 1.8% | 3,849 SH | |
| EQUITY RESIDENTIAL SH BEN INT REIT | SH BEN INT | $502K | 0.3% | 8,486 SH | |
| EVERCORE INCORPORATED CLASS A | CLASS A | $324K | 0.2% | 1,084 SH | |
| EXXON MOBIL CORPORATION | COM | $1.2M | 0.6% | 7,243 SH | |
| FIRST TRUST TACTICAL HIGH YIELD ETF | FIRST TR TA HIYL | $3.9M | 2.0% | 96,902 SH | |
| FIRST TRUST WCM INTERNATIONAL EQUITY ETF | WCM INTL EQUITY | $5.4M | 2.8% | 321,391 SH | |
| FIVERR INTERNATIONAL LIMITED ORD SHS (ISRAEL) | ORD SHS | $173K | 0.1% | 17,262 SH | |
| FT ENERGY INCOME PARTNERS ENHANCED INCOME ETF | FT ENERGY INCOME | $1.4M | 0.7% | 61,316 SH | |
| GE AEROSPACE COM NEW | COM NEW | $765K | 0.4% | 2,697 SH | |
| GOLDMAN SACHS GROUP INCORPORATED | COM | $325K | 0.2% | 384 SH | |
| GOLDMAN SACHS GROWTH OPPORTUNITIES ETF | GROWTH OPPORTUNI | $8.6M | 4.5% | 235,715 SH | |
| HEALTHPEAK PROPERTIES INCORPORATED REIT | COM | $502K | 0.3% | 30,547 SH | |
| HUBBELL INCORPORATED | COM | $572K | 0.3% | 1,165 SH | |
| INTERNATIONAL BUSINESS MACHINES | COM | $6.8M | 3.5% | 27,961 SH | |
| INVESCO BD FD | COM | $2.9M | 1.5% | 190,361 SH | |
| INVESCO PREFERRED ETF | PFD ETF | $179K | 0.1% | 16,421 SH | |
| ISHARES TR TIPS BD ETF | TIPS BD ETF | $504K | 0.3% | 4,570 SH | |
| JABIL INCORPORATED | COM | $627K | 0.3% | 2,361 SH | |
| JOHNSON & JOHNSON | COM | $778K | 0.4% | 3,184 SH | |
| JOHNSON CONTROLS INTERNATION SHS (IRELAND) | SHS | $395K | 0.2% | 3,017 SH | |
| JPMORGAN CHASE & COMPANY | COM | $1.3M | 0.7% | 4,409 SH | |
| KYIVSTAR GROUP LIMITED ORD SHS (BERMUDA) | ORD SHS | $356K | 0.2% | 35,220 SH | |
| L3HARRIS TECHNOLOGIES INCORPORATED | COM | $676K | 0.4% | 1,959 SH | |
| LOCKHEED MARTIN CORPORATION | COM | $2.4M | 1.2% | 3,971 SH | |
| MARRIOTT INTERNATIONAL INCORPORATED | CL A | $2.5M | 1.3% | 7,543 SH | |
| MCDONALDS CORPORATION | COM | $322K | 0.2% | 1,037 SH | |
| MCKESSON CORPORATION | COM | $4.1M | 2.1% | 4,763 SH | |
| META PLATFORMS INCORPORATED CLASS A | CL A | $2.9M | 1.5% | 5,133 SH | |
| MICROSOFT CORPORATION | COM | $4.7M | 2.5% | 12,787 SH | |
| MID-AMER APT CMNTYS INCORPORATED REIT | COM | $3.7M | 1.9% | 30,211 SH | |
| MONSTER BEVERAGE CORPORATION NEW | COM | $1.6M | 0.8% | 22,536 SH | |
| NORFOLK SOUTHN CORPORATION | COM | $213K | 0.1% | 743 SH | |
| NRG ENERGY INCORPORATED COM NEW | COM NEW | $2.5M | 1.3% | 17,091 SH | |
| NU HLDGS LIMITED ORD SHS CLASS A (CAYMAN ISLANDS) | ORD SHS CL A | $280K | 0.1% | 19,457 SH | |
| ORACLE CORPORATION | COM | $3.4M | 1.8% | 22,953 SH | |
| PALANTIR TECHNOLOGIES INCORPORATED CLASS A | CL A | $578K | 0.3% | 3,954 SH | |
| PEPSICO INCORPORATED | COM | $274K | 0.1% | 1,764 SH | |
| PNC FINL SVCS GROUP INCORPORATED | COM | $1.1M | 0.6% | 5,335 SH | |
| PPL CORPORATION | COM | $5.2M | 2.7% | 137,029 SH | |
| PRINCIPAL INVESTMENT GRADE CORPORATE ACTIVE ETF | PRNC INVT GRAD | $4.9M | 2.6% | 239,466 SH | |
| PROCTER & GAMBLE COMPANY | COM | $525K | 0.3% | 3,635 SH | |
| PROLOGIS INCORPORATED. REIT | COM | $1.0M | 0.5% | 7,893 SH | |
| PUBLIC STORAGE OPER COMPANY REIT | COM | $3.9M | 2.0% | 14,271 SH | |
| SABA CAPITAL INCOME & OPPORTUN COM NEW | COM NEW | $419K | 0.2% | 50,341 SH | |
| SIMON PROPERTY GROUP INCORPORATED NEW REIT | COM | $5.5M | 2.8% | 29,236 SH | |
| SOUTHERN COMPANY | COM | $6.2M | 3.2% | 64,522 SH | |
| SPDR GOLD SHARES | GOLD SHS | $291K | 0.2% | 677 SH | |
| STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | STATE STREET FIN | $226K | 0.1% | 4,569 SH | |
| STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | STATE STREET IND | $264K | 0.1% | 1,634 SH | |
| STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | STATE STREET SPD | $598K | 0.3% | 6,536 SH | |
| STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | STATE STREET SPD | $205K | 0.1% | 2,139 SH | |
| STATE STREET SPDR S&P 500 ETF TRUST | TR UNIT | $337K | 0.2% | 518 SH | |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | STATE STREET TEC | $416K | 0.2% | 3,130 SH | |
| STERLING INFRASTRUCTURE INCORPORATED | COM | $833K | 0.4% | 2,046 SH | |
| T-MOBILE US INCORPORATED | COM | $283K | 0.1% | 1,349 SH | |
| TAKE-TWO INTERACTIVE SOFTWARE | COM | $2.3M | 1.2% | 11,847 SH | |
| TE CONNECTIVITY PLC ORD SHS (IRELAND) | ORD SHS | $261K | 0.1% | 1,250 SH | |
| TESLA INCORPORATED | COM | $365K | 0.2% | 981 SH | |
| TEXAS ROADHOUSE INCORPORATED | COM | $702K | 0.4% | 4,249 SH | |
| TRUIST FINL CORPORATION | COM | $213K | 0.1% | 4,637 SH | |
| UNITED PARCEL SVCS INCORPORATED CLASS B | CL B | $379K | 0.2% | 3,853 SH | |
| VANGUARD REAL ESTATE ETF | REAL ESTATE ETF | $679K | 0.4% | 7,660 SH | |
| VANGUARD TOTAL INTERNATIONAL BOND ETF | TOTAL INT BD ETF | $344K | 0.2% | 7,150 SH | |
| VENTAS INCORPORATED REIT | COM | $625K | 0.3% | 7,644 SH | |
| VITA COCO COMPANY INCORPORATED | COM | $270K | 0.1% | 5,627 SH | |
| WALMART INCORPORATED | COM | $1.1M | 0.6% | 8,937 SH | |
| WASTE MGMT INCORPORATED DEL | COM | $4.3M | 2.2% | 18,676 SH | |
| WESBANCO INCORPORATED | COM | $1.5M | 0.8% | 42,624 SH | |
| WILLIAMS COMPANIES INCORPORATED | COM | $460K | 0.2% | 6,315 SH | |
| YUM BRANDS INCORPORATED | COM | $350K | 0.2% | 2,250 SH |