Legacy Advisors
Latest statistics and disclosures from Legacy Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MTZ, VERX, IWB, IVV, AAPL, and represent 31.19% of Legacy Advisors's stock portfolio.
- Added to shares of these 10 stocks: NVDA, META, ZTS, IJR, APP, LLY, IJH, AVGO, NVO, CEG.
- Started 30 new stock positions in PH, APP, GEHC, CI, HSY, ABNB, SPG, RJF, TDG, C.
- Reduced shares in these 10 stocks: VERX (-$34M), MTZ (-$19M), QQQ, ROST, GWW, PFE, LOW, UNH, PEP, COR.
- Sold out of its positions in AM, BP, CUBE, CMI, DBX, GE, GILD, GBIL, HMY, HUM. ITW, INST, ICE, PAYX, PLD, SLB, WAL, ICLR, STX, PRGO.
- Legacy Advisors was a net seller of stock by $-66M.
- Legacy Advisors has $791M in assets under management (AUM), dropping by 1.94%.
- Central Index Key (CIK): 0001720969
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Portfolio Holdings for Legacy Advisors
Legacy Advisors holds 314 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| MasTec (MTZ) | 13.8 | $109M | -14% | 1.2M | 93.25 |
|
| Vertex Cl A (VERX) | 8.7 | $69M | -33% | 2.2M | 31.76 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 3.2 | $25M | 88k | 288.03 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 2.8 | $22M | 42k | 525.73 |
|
|
| Apple (AAPL) | 2.8 | $22M | 128k | 171.48 |
|
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| Microsoft Corporation (MSFT) | 2.7 | $22M | 52k | 420.72 |
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|
| Ishares Tr Rus Mid Cap Etf (IWR) | 2.4 | $19M | 229k | 84.09 |
|
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.4 | $19M | 37k | 523.06 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 2.3 | $18M | +7% | 162k | 110.52 |
|
| Meta Platforms Cl A (META) | 2.0 | $16M | +11% | 33k | 485.58 |
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| Amazon (AMZN) | 1.5 | $12M | -6% | 66k | 180.38 |
|
| Select Sector Spdr Tr Technology (XLK) | 1.3 | $11M | 51k | 208.27 |
|
|
| Bentley Sys Com Cl B (BSY) | 1.3 | $10M | 194k | 52.22 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $9.9M | 66k | 150.93 |
|
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| Uber Technologies (UBER) | 1.2 | $9.9M | 128k | 76.99 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.2 | $9.8M | +3% | 20k | 480.70 |
|
| Johnson & Johnson (JNJ) | 1.2 | $9.5M | -7% | 60k | 158.19 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 1.2 | $9.5M | -2% | 17k | 556.39 |
|
| Ishares Tr S&p 100 Etf (OEF) | 1.1 | $8.5M | -8% | 35k | 247.41 |
|
| NVIDIA Corporation (NVDA) | 0.9 | $7.3M | +48% | 8.0k | 903.61 |
|
| UnitedHealth (UNH) | 0.8 | $6.0M | -18% | 12k | 494.71 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.7 | $5.5M | 16k | 346.61 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $5.4M | 13k | 420.52 |
|
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| Marsh & McLennan Companies (MMC) | 0.7 | $5.3M | -6% | 26k | 205.98 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $5.3M | -24% | 12k | 444.02 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $5.2M | -5% | 37k | 142.10 |
|
| Pepsi (PEP) | 0.6 | $5.1M | -20% | 29k | 176.59 |
|
| Eli Lilly & Co. (LLY) | 0.6 | $4.9M | +30% | 6.3k | 778.01 |
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| Home Depot (HD) | 0.6 | $4.9M | -3% | 13k | 383.60 |
|
| McDonald's Corporation (MCD) | 0.6 | $4.8M | +12% | 17k | 281.96 |
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| Fulton Financial (FULT) | 0.6 | $4.6M | 286k | 16.06 |
|
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| Mastercard Incorporated Cl A (MA) | 0.5 | $4.2M | +5% | 8.7k | 481.58 |
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| Intuit (INTU) | 0.5 | $4.1M | +10% | 6.4k | 650.00 |
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $4.1M | -2% | 20k | 200.30 |
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| Equifax (EFX) | 0.5 | $4.0M | 15k | 267.51 |
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| Procter & Gamble Company (PG) | 0.5 | $3.9M | +9% | 24k | 162.25 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $3.9M | 12k | 337.05 |
|
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| Roblox Corp Cl A (RBLX) | 0.5 | $3.8M | 100k | 38.18 |
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| Stryker Corporation (SYK) | 0.5 | $3.7M | -3% | 11k | 357.88 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $3.6M | 31k | 116.24 |
|
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| Abbvie (ABBV) | 0.5 | $3.6M | +4% | 20k | 182.10 |
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| Air Products & Chemicals (APD) | 0.5 | $3.6M | +12% | 15k | 242.27 |
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| Walt Disney Company (DIS) | 0.4 | $3.5M | -17% | 29k | 122.36 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $3.4M | 14k | 249.86 |
|
|
| Abbott Laboratories (ABT) | 0.4 | $3.4M | -15% | 30k | 113.66 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.4 | $3.3M | 25k | 131.24 |
|
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| Truist Financial Corp equities (TFC) | 0.4 | $3.2M | 83k | 38.98 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.4 | $3.1M | 52k | 60.30 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.4 | $3.1M | 26k | 120.99 |
|
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| Nike CL B (NKE) | 0.4 | $3.1M | -22% | 33k | 94.39 |
|
| Amphenol Corp Cl A (APH) | 0.4 | $3.1M | 27k | 115.57 |
|
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| MercadoLibre (MELI) | 0.4 | $3.0M | 2.0k | 1511.96 |
|
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| Chevron Corporation (CVX) | 0.4 | $3.0M | -16% | 19k | 157.74 |
|
| Servicenow (NOW) | 0.4 | $3.0M | -7% | 3.9k | 762.45 |
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| Merck & Co (MRK) | 0.3 | $2.7M | +9% | 21k | 132.72 |
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| Starbucks Corporation (SBUX) | 0.3 | $2.7M | +3% | 30k | 91.39 |
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| Enterprise Products Partners (EPD) | 0.3 | $2.7M | -8% | 92k | 29.18 |
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| W.W. Grainger (GWW) | 0.3 | $2.7M | -36% | 2.6k | 1017.30 |
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| Automatic Data Processing (ADP) | 0.3 | $2.7M | -2% | 11k | 251.09 |
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| Amgen (AMGN) | 0.3 | $2.6M | -19% | 9.0k | 284.32 |
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| Visa Com Cl A (V) | 0.3 | $2.5M | +23% | 9.0k | 279.07 |
|
| Texas Instruments Incorporated (TXN) | 0.3 | $2.4M | +8% | 14k | 174.20 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $2.4M | 12k | 205.72 |
|
|
| Costco Wholesale Corporation (COST) | 0.3 | $2.4M | 3.3k | 732.63 |
|
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| Cyberark Software SHS (CYBR) | 0.3 | $2.2M | +8% | 8.4k | 265.63 |
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| Waste Management (WM) | 0.3 | $2.2M | +3% | 10k | 213.16 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.3 | $2.2M | 29k | 76.36 |
|
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| Tesla Motors (TSLA) | 0.3 | $2.2M | -18% | 12k | 175.79 |
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| Kla Corp Com New (KLAC) | 0.3 | $2.2M | +4% | 3.1k | 698.68 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $2.1M | 27k | 80.63 |
|
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| Lowe's Companies (LOW) | 0.3 | $2.1M | -40% | 8.2k | 254.73 |
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| AeroVironment (AVAV) | 0.3 | $2.0M | +9% | 13k | 153.28 |
|
| Broadcom (AVGO) | 0.3 | $2.0M | +74% | 1.5k | 1329.43 |
|
| Zoetis Cl A (ZTS) | 0.2 | $1.9M | +252% | 12k | 169.21 |
|
| Intel Corporation (INTC) | 0.2 | $1.9M | +2% | 44k | 44.17 |
|
| Microchip Technology (MCHP) | 0.2 | $1.9M | -37% | 21k | 89.71 |
|
| AmerisourceBergen (COR) | 0.2 | $1.9M | -38% | 7.8k | 242.99 |
|
| Medpace Hldgs (MEDP) | 0.2 | $1.9M | +8% | 4.7k | 404.11 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.2 | $1.9M | 18k | 104.09 |
|
|
| United Parcel Service CL B (UPS) | 0.2 | $1.9M | -28% | 13k | 148.63 |
|
| Coca-Cola Company (KO) | 0.2 | $1.8M | -28% | 29k | 61.66 |
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| Broadridge Financial Solutions (BR) | 0.2 | $1.8M | +4% | 8.7k | 205.67 |
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| Bank of America Corporation (BAC) | 0.2 | $1.8M | +5% | 47k | 38.17 |
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| Nice Sponsored Adr (NICE) | 0.2 | $1.7M | +8% | 6.6k | 260.62 |
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| Netflix (NFLX) | 0.2 | $1.7M | +47% | 2.8k | 607.30 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $1.7M | -36% | 2.9k | 581.60 |
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| Fortinet (FTNT) | 0.2 | $1.7M | +9% | 24k | 68.31 |
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| Manhattan Associates (MANH) | 0.2 | $1.7M | -11% | 6.6k | 250.23 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $1.7M | 7.8k | 210.30 |
|
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| CVS Caremark Corporation (CVS) | 0.2 | $1.6M | -36% | 21k | 79.76 |
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| Caterpillar (CAT) | 0.2 | $1.6M | -21% | 4.4k | 366.43 |
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| Ross Stores (ROST) | 0.2 | $1.6M | -51% | 11k | 147.13 |
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| Williams Companies (WMB) | 0.2 | $1.6M | -7% | 40k | 38.97 |
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| salesforce (CRM) | 0.2 | $1.5M | +40% | 5.1k | 301.56 |
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| PNC Financial Services (PNC) | 0.2 | $1.5M | +2% | 9.5k | 161.60 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $1.5M | +4% | 11k | 131.37 |
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| SYSCO Corporation (SYY) | 0.2 | $1.5M | -42% | 18k | 81.18 |
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| Us Bancorp Del Com New (USB) | 0.2 | $1.5M | -35% | 33k | 45.19 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $1.5M | 6.1k | 239.76 |
|
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| IDEXX Laboratories (IDXX) | 0.2 | $1.5M | +9% | 2.7k | 539.93 |
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| Mondelez Intl Cl A (MDLZ) | 0.2 | $1.4M | -40% | 20k | 70.42 |
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| Verisk Analytics (VRSK) | 0.2 | $1.4M | +8% | 5.9k | 236.12 |
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| Philip Morris International (PM) | 0.2 | $1.4M | -29% | 15k | 93.44 |
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| Qualys (QLYS) | 0.2 | $1.4M | +8% | 8.2k | 166.87 |
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| Norfolk Southern (NSC) | 0.2 | $1.4M | -4% | 5.3k | 254.87 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $1.3M | -7% | 31k | 43.35 |
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| Dollar General (DG) | 0.2 | $1.3M | -44% | 8.5k | 156.06 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $1.3M | 16k | 84.44 |
|
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| Pfizer (PFE) | 0.2 | $1.3M | -54% | 47k | 27.75 |
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| Dex (DXCM) | 0.2 | $1.3M | +8% | 9.3k | 138.70 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $1.3M | 8.5k | 147.73 |
|
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $1.3M | -5% | 11k | 115.30 |
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| CoStar (CSGP) | 0.2 | $1.2M | +11% | 13k | 96.60 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $1.2M | 9.0k | 136.60 |
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| CommVault Systems (CVLT) | 0.2 | $1.2M | +8% | 12k | 101.43 |
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| Applovin Corp Com Cl A (APP) | 0.2 | $1.2M | NEW | 19k | 63.78 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $1.2M | +4% | 6.5k | 186.81 |
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| RBC Bearings Incorporated (RBC) | 0.2 | $1.2M | +8% | 4.5k | 270.35 |
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| Medtronic SHS (MDT) | 0.2 | $1.2M | -42% | 14k | 87.84 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $1.2M | +410% | 20k | 60.74 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $1.2M | -18% | 77k | 15.73 |
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| Cognyte Software Ord Shs (CGNT) | 0.1 | $1.2M | +8% | 142k | 8.27 |
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| Oracle Corporation (ORCL) | 0.1 | $1.2M | +5% | 9.2k | 125.61 |
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| Advanced Micro Devices (AMD) | 0.1 | $1.1M | +47% | 6.4k | 180.48 |
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| CNO Financial (CNO) | 0.1 | $1.1M | 42k | 27.48 |
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| Emerson Electric (EMR) | 0.1 | $1.1M | 9.8k | 113.42 |
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| American Express Company (AXP) | 0.1 | $1.1M | +2% | 4.7k | 227.69 |
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| Danaher Corporation (DHR) | 0.1 | $1.1M | +5% | 4.3k | 249.72 |
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| Cimpress Shs Euro (CMPR) | 0.1 | $1.1M | 12k | 88.51 |
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| Micron Technology (MU) | 0.1 | $1.0M | +44% | 8.9k | 118.00 |
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| Ball Corporation (BALL) | 0.1 | $1.0M | +4% | 15k | 67.36 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1.0M | 4.5k | 228.59 |
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| FactSet Research Systems (FDS) | 0.1 | $1.0M | -4% | 2.3k | 454.39 |
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| Goldman Sachs Etf Tr Access Us Agrat (GCOR) | 0.1 | $1.0M | -3% | 25k | 41.15 |
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| ResMed (RMD) | 0.1 | $990k | +7% | 5.0k | 198.03 |
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| Fiserv (FI) | 0.1 | $970k | -4% | 6.1k | 159.82 |
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| Guidewire Software (GWRE) | 0.1 | $956k | +23% | 8.2k | 116.71 |
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| Global Payments (GPN) | 0.1 | $950k | -46% | 7.1k | 133.91 |
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| Ansys (ANSS) | 0.1 | $940k | -15% | 2.7k | 347.16 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $932k | +16% | 1.8k | 524.46 |
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| State Street Corporation (STT) | 0.1 | $924k | -46% | 12k | 78.01 |
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| Morningstar (MORN) | 0.1 | $918k | +8% | 3.0k | 308.37 |
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| Bio-techne Corporation (TECH) | 0.1 | $915k | +19% | 13k | 70.39 |
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| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $906k | 15k | 60.42 |
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| Pioneer Natural Resources (PXD) | 0.1 | $900k | 3.4k | 262.50 |
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| Honeywell International (HON) | 0.1 | $888k | +7% | 4.3k | 205.25 |
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| Moody's Corporation (MCO) | 0.1 | $882k | -25% | 2.2k | 393.01 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $856k | +283% | 2.5k | 344.20 |
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| Lam Research Corporation (LRCX) | 0.1 | $854k | +78% | 877.00 | 973.45 |
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| Jack Henry & Associates (JKHY) | 0.1 | $851k | +8% | 4.9k | 173.73 |
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| Kkr & Co (KKR) | 0.1 | $850k | +147% | 8.5k | 100.58 |
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| Gentex Corporation (GNTX) | 0.1 | $849k | +8% | 24k | 36.12 |
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| Hubspot (HUBS) | 0.1 | $845k | -2% | 1.3k | 626.56 |
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| Service Corporation International (SCI) | 0.1 | $843k | -39% | 11k | 74.21 |
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| Equinix (EQIX) | 0.1 | $835k | +2% | 1.0k | 825.33 |
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| Synopsys (SNPS) | 0.1 | $834k | +127% | 1.5k | 571.40 |
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| Veeva Sys Cl A Com (VEEV) | 0.1 | $829k | 3.6k | 231.69 |
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| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.1 | $822k | 24k | 34.43 |
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| Reinsurance Grp Of America I Com New (RGA) | 0.1 | $814k | -7% | 4.2k | 192.88 |
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| Repligen Corporation (RGEN) | 0.1 | $808k | +7% | 4.4k | 183.92 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $799k | +3% | 11k | 72.36 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $789k | NEW | 6.1k | 128.40 |
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| Hess (HES) | 0.1 | $786k | -11% | 5.2k | 152.64 |
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| Wal-Mart Stores (WMT) | 0.1 | $782k | +195% | 13k | 60.17 |
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| Verizon Communications (VZ) | 0.1 | $781k | -5% | 19k | 41.96 |
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| New Jersey Resources Corporation (NJR) | 0.1 | $775k | 18k | 43.33 |
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| Deere & Company (DE) | 0.1 | $769k | -43% | 1.9k | 410.74 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $761k | +6% | 4.2k | 179.11 |
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| Ameriprise Financial (AMP) | 0.1 | $757k | +4% | 1.7k | 438.44 |
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| Lakeland Ban (LBAI) | 0.1 | $752k | 62k | 12.10 |
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| Boeing Company (BA) | 0.1 | $743k | -4% | 3.8k | 192.99 |
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| Qualcomm (QCOM) | 0.1 | $737k | -30% | 4.4k | 169.30 |
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| Goldman Sachs (GS) | 0.1 | $727k | -18% | 1.7k | 417.69 |
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| International Business Machines (IBM) | 0.1 | $726k | -17% | 3.8k | 190.96 |
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| Constellation Energy (CEG) | 0.1 | $723k | NEW | 3.9k | 184.85 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $722k | -5% | 1.4k | 504.60 |
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| Digital Realty Trust (DLR) | 0.1 | $710k | 4.9k | 144.04 |
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| Phreesia (PHR) | 0.1 | $694k | 29k | 23.93 |
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| Purecycle Technologies (PCT) | 0.1 | $692k | 111k | 6.22 |
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| Arista Networks (ANET) | 0.1 | $689k | NEW | 2.4k | 289.98 |
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| Super Micro Computer (SMCI) | 0.1 | $689k | NEW | 682.00 | 1009.89 |
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| Spotify Technology S A SHS (SPOT) | 0.1 | $685k | 2.6k | 263.90 |
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| ConAgra Foods (CAG) | 0.1 | $662k | -46% | 22k | 29.64 |
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| Tradeweb Mkts Cl A (TW) | 0.1 | $657k | +8% | 6.3k | 104.17 |
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| Cognex Corporation (CGNX) | 0.1 | $648k | +8% | 15k | 42.42 |
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| Gildan Activewear Inc Com Cad (GIL) | 0.1 | $648k | 17k | 37.34 |
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| Staar Surgical Com Par $0.01 (STAA) | 0.1 | $633k | +104% | 17k | 38.28 |
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| Bristol Myers Squibb (BMY) | 0.1 | $613k | +20% | 11k | 54.23 |
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| Cisco Systems (CSCO) | 0.1 | $604k | -3% | 12k | 49.91 |
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| Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) | 0.1 | $603k | 10k | 60.29 |
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| Blackbaud (BLKB) | 0.1 | $601k | +8% | 8.1k | 74.14 |
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| Union Pacific Corporation (UNP) | 0.1 | $598k | +8% | 2.4k | 247.19 |
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| Ford Motor Company (F) | 0.1 | $597k | -3% | 45k | 13.28 |
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| Toast Cl A (TOST) | 0.1 | $585k | +74% | 24k | 24.92 |
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| Global X Fds Global X Uranium (URA) | 0.1 | $574k | +90% | 20k | 28.83 |
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| Hims & Hers Health Com Cl A (HIMS) | 0.1 | $560k | +6% | 36k | 15.47 |
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| Paycom Software (PAYC) | 0.1 | $559k | +12% | 2.8k | 199.01 |
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| Anthem (ELV) | 0.1 | $558k | 1.1k | 518.54 |
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| Copart (CPRT) | 0.1 | $550k | +7% | 9.5k | 57.92 |
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| SPS Commerce (SPSC) | 0.1 | $532k | +8% | 2.9k | 184.90 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $511k | 4.0k | 129.35 |
|
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| Ishares Msci Eurzone Etf (EZU) | 0.1 | $510k | 10k | 51.06 |
|
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| Zscaler Incorporated (ZS) | 0.1 | $505k | 2.6k | 192.63 |
|
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| Aspen Technology (AZPN) | 0.1 | $504k | +8% | 2.4k | 213.28 |
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| Cerence (CRNC) | 0.1 | $504k | +31% | 32k | 15.75 |
|
| Wells Fargo & Company (WFC) | 0.1 | $500k | +11% | 8.6k | 57.96 |
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| Cme (CME) | 0.1 | $495k | +19% | 2.3k | 215.29 |
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| D.R. Horton (DHI) | 0.1 | $492k | NEW | 3.0k | 164.54 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $490k | 6.7k | 72.63 |
|
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| Corteva (CTVA) | 0.1 | $486k | -9% | 8.4k | 57.67 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $471k | +5% | 6.5k | 72.34 |
|
| S&T Ban (STBA) | 0.1 | $465k | 15k | 32.08 |
|
|
| Kornit Digital SHS (KRNT) | 0.1 | $458k | +8% | 25k | 18.12 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $455k | NEW | 1.1k | 399.22 |
|
| Eaton Corp SHS (ETN) | 0.1 | $447k | +4% | 1.4k | 313.61 |
|
| BlackRock (BLK) | 0.1 | $444k | -27% | 532.00 | 833.70 |
|
| Msci (MSCI) | 0.1 | $440k | +18% | 785.00 | 560.45 |
|
| Neogen Corporation (NEOG) | 0.1 | $433k | +8% | 28k | 15.78 |
|
| Altria (MO) | 0.1 | $431k | +4% | 9.9k | 43.62 |
|
| Applied Materials (AMAT) | 0.1 | $425k | -9% | 2.1k | 206.23 |
|
| TJX Companies (TJX) | 0.1 | $419k | +4% | 4.1k | 101.42 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.1 | $415k | +2% | 29k | 14.11 |
|
| Analog Devices (ADI) | 0.1 | $413k | -20% | 2.1k | 197.79 |
|
| Workday Cl A (WDAY) | 0.1 | $409k | -11% | 1.5k | 272.75 |
|
| Martin Marietta Materials (MLM) | 0.1 | $409k | NEW | 666.00 | 614.18 |
|
| American Tower Reit (AMT) | 0.1 | $406k | -5% | 2.1k | 197.59 |
|
| At&t (T) | 0.0 | $394k | +7% | 22k | 17.60 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $394k | -69% | 1.5k | 259.90 |
|
| Cdw (CDW) | 0.0 | $387k | +24% | 1.5k | 255.78 |
|
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $384k | 1.3k | 290.63 |
|
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $382k | 5.7k | 67.34 |
|
|
| Public Service Enterprise (PEG) | 0.0 | $372k | 5.5k | 67.38 |
|
|
| Raytheon Technologies Corp (RTX) | 0.0 | $356k | +41% | 3.6k | 97.53 |
|
| Ishares Tr Global Energ Etf (IXC) | 0.0 | $354k | 8.2k | 42.95 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $353k | +11% | 3.7k | 94.16 |
|
| Ferguson SHS (FERG) | 0.0 | $352k | -6% | 1.6k | 218.43 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $342k | 8.0k | 43.04 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $340k | +32% | 2.1k | 162.86 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $340k | 1.9k | 182.64 |
|
|
| Linde SHS (LIN) | 0.0 | $339k | -20% | 729.00 | 464.32 |
|
| ConocoPhillips (COP) | 0.0 | $338k | +3% | 2.7k | 127.28 |
|
| Hershey Company (HSY) | 0.0 | $333k | NEW | 1.7k | 194.50 |
|
| Goldman Sachs Etf Tr Access Invt Gr (GIGB) | 0.0 | $332k | +9% | 7.3k | 45.79 |
|
| Progressive Corporation (PGR) | 0.0 | $328k | -6% | 1.6k | 206.82 |
|
| Brooks Automation (AZTA) | 0.0 | $326k | +8% | 5.4k | 60.28 |
|
| Datadog Cl A Com (DDOG) | 0.0 | $326k | 2.6k | 123.60 |
|
|
| Arm Holdings Sponsored Adr (ARM) | 0.0 | $322k | NEW | 3.0k | 105.80 |
|
| Ishares Tr U.s. Bas Mtl Etf (IYM) | 0.0 | $314k | 2.1k | 147.74 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $309k | NEW | 2.7k | 114.14 |
|
| Annaly Capital Management In Com New (NLY) | 0.0 | $301k | 15k | 19.69 |
|
|
| V.F. Corporation (VFC) | 0.0 | $296k | 19k | 15.34 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $292k | +10% | 637.00 | 458.02 |
|
| Nasdaq Omx (NDAQ) | 0.0 | $290k | -16% | 4.6k | 63.10 |
|
| Cadence Design Systems (CDNS) | 0.0 | $283k | +5% | 910.00 | 311.28 |
|
| 3M Company (MMM) | 0.0 | $281k | +2% | 2.7k | 106.07 |
|
| Toyota Motor Corp Ads (TM) | 0.0 | $281k | 1.1k | 251.68 |
|
|
| Chubb (CB) | 0.0 | $280k | -24% | 1.1k | 259.98 |
|
| Vistra Energy (VST) | 0.0 | $274k | NEW | 3.9k | 69.86 |
|
| Ametek (AME) | 0.0 | $273k | +16% | 1.5k | 182.90 |
|
| AFLAC Incorporated (AFL) | 0.0 | $270k | -17% | 3.1k | 85.86 |
|
| Nextera Energy (NEE) | 0.0 | $268k | 4.2k | 63.91 |
|
|
| Enova Intl (ENVA) | 0.0 | $268k | 4.3k | 62.83 |
|
|
| Discover Financial Services (DFS) | 0.0 | $266k | -41% | 2.0k | 131.09 |
|
| Metropcs Communications (TMUS) | 0.0 | $264k | +23% | 1.6k | 163.22 |
|
| Pinterest Cl A (PINS) | 0.0 | $262k | 7.6k | 34.67 |
|
|
| S&p Global (SPGI) | 0.0 | $262k | -16% | 616.00 | 425.45 |
|
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.0 | $262k | NEW | 14k | 18.38 |
|
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.0 | $260k | -2% | 1.7k | 148.44 |
|
| Cardinal Health (CAH) | 0.0 | $258k | 2.3k | 112.40 |
|
|
| Target Corporation (TGT) | 0.0 | $256k | -21% | 1.4k | 177.21 |
|
| Prudential Financial (PRU) | 0.0 | $255k | +8% | 2.2k | 117.40 |
|
| Dupont De Nemours (DD) | 0.0 | $254k | 3.3k | 76.68 |
|
|
| Avery Dennison Corporation (AVY) | 0.0 | $253k | -22% | 1.1k | 223.25 |
|
| PPL Corporation (PPL) | 0.0 | $252k | 9.1k | 27.79 |
|
|
| Airbnb Com Cl A (ABNB) | 0.0 | $251k | NEW | 1.5k | 164.96 |
|
| TransDigm Group Incorporated (TDG) | 0.0 | $249k | NEW | 202.00 | 1231.60 |
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $245k | -18% | 5.9k | 41.56 |
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $245k | +6% | 2.3k | 107.60 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $242k | 1.1k | 219.57 |
|
|
| General Motors Company (GM) | 0.0 | $239k | NEW | 5.3k | 45.35 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $238k | NEW | 1.2k | 201.50 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $237k | 1.9k | 123.18 |
|
|
| M&T Bank Corporation (MTB) | 0.0 | $230k | +2% | 1.6k | 146.71 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $229k | -31% | 2.9k | 79.85 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $229k | +6% | 547.00 | 418.01 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $226k | NEW | 2.8k | 81.91 |
|
| Citigroup Com New (C) | 0.0 | $222k | NEW | 3.5k | 63.24 |
|
| Raymond James Financial (RJF) | 0.0 | $219k | NEW | 1.7k | 128.87 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $218k | NEW | 392.00 | 555.79 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $216k | 4.1k | 53.39 |
|
|
| Dow (DOW) | 0.0 | $216k | 3.7k | 57.93 |
|
|
| Aurinia Pharmaceuticals (AUPH) | 0.0 | $213k | 43k | 5.01 |
|
|
| Crown Castle Intl (CCI) | 0.0 | $213k | +6% | 2.0k | 105.83 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $211k | NEW | 1.7k | 125.33 |
|
| Booking Holdings (BKNG) | 0.0 | $210k | NEW | 58.00 | 3627.88 |
|
| Rapid7 (RPD) | 0.0 | $208k | 4.2k | 49.04 |
|
|
| Simon Property (SPG) | 0.0 | $207k | NEW | 1.3k | 158.40 |
|
| Cigna Corp (CI) | 0.0 | $206k | NEW | 568.00 | 363.19 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $206k | -15% | 2.3k | 90.05 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $205k | NEW | 2.3k | 90.91 |
|
| Phillips 66 (PSX) | 0.0 | $205k | -29% | 1.3k | 163.34 |
|
| MetLife (MET) | 0.0 | $205k | -16% | 2.8k | 74.11 |
|
| Palo Alto Networks (PANW) | 0.0 | $203k | NEW | 716.00 | 284.13 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $200k | NEW | 208.00 | 962.49 |
|
| Valley National Ban (VLY) | 0.0 | $195k | 25k | 7.96 |
|
|
| Amylyx Pharmaceuticals (AMLX) | 0.0 | $142k | 50k | 2.84 |
|
|
| Braskem S A Sp Adr Pfd A (BAK) | 0.0 | $122k | NEW | 12k | 9.77 |
|
| Blackrock Core Bd Tr Shs Ben Int (BHK) | 0.0 | $109k | 10k | 10.80 |
|
|
| Sibanye Stillwater Sponsored Adr (SBSW) | 0.0 | $91k | NEW | 18k | 5.03 |
|
| Immunitybio (IBRX) | 0.0 | $67k | 13k | 5.37 |
|
|
| Evolv Technologies Hldngs In Com Cl A (EVLV) | 0.0 | $52k | +5% | 12k | 4.45 |
|
| Sangoma Technologies Corp Com New (SANG) | 0.0 | $48k | 10k | 4.84 |
|
|
| Invesco Van Kampen Senior Income Trust (VVR) | 0.0 | $45k | 10k | 4.28 |
|
|
| Hydrofarm Holdings Group Ord (HYFM) | 0.0 | $23k | 21k | 1.08 |
|
Past Filings by Legacy Advisors
SEC 13F filings are viewable for Legacy Advisors going back to 2017
- Legacy Advisors 2024 Q1 filed April 30, 2024
- Legacy Advisors 2023 Q4 filed Feb. 12, 2024
- Legacy Advisors 2023 Q3 filed Nov. 14, 2023
- Legacy Advisors 2023 Q2 filed July 20, 2023
- Legacy Advisors 2023 Q1 filed May 1, 2023
- Legacy Advisors 2022 Q4 filed Feb. 1, 2023
- Legacy Advisors 2022 Q3 filed Nov. 9, 2022
- Legacy Advisors 2022 Q2 filed July 25, 2022
- Legacy Advisors 2022 Q1 filed May 11, 2022
- Legacy Advisors 2021 Q4 filed Feb. 14, 2022
- Legacy Advisors 2021 Q3 filed Oct. 13, 2021
- Legacy Advisors 2021 Q2 filed July 13, 2021
- Legacy Advisors 2021 Q1 filed April 12, 2021
- Legacy Advisors 2020 Q4 filed Jan. 15, 2021
- Legacy Advisors 2020 Q3 filed Oct. 8, 2020
- Legacy Advisors 2020 Q2 filed July 9, 2020