Legacy Advisors
Latest statistics and disclosures from Legacy Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are QLTY, MTZ, IVV, AAPL, IWB, and represent 34.98% of Legacy Advisors's stock portfolio.
- Added to shares of these 10 stocks: GQGU (+$17M), IVV (+$14M), QLTY (+$13M), AMTM (+$9.8M), CVLC (+$9.7M), XLK (+$7.4M), VTI (+$7.2M), IJR (+$5.5M), VXUS (+$5.4M), VOO.
- Started 43 new stock positions in T, DUK, DFAS, BNY, IYH, ZTS, VEU, INTS, NVS, IIM.
- Reduced shares in these 10 stocks: GLD, MDY, IWF, IWR, DIS, FLUT, CRWV, NCNO, VTWO, .
- Sold out of its positions in CRWV, NCNO, PRIM, FLUT, STLA.
- Legacy Advisors was a net buyer of stock by $129M.
- Legacy Advisors has $931M in assets under management (AUM), dropping by 14.94%.
- Central Index Key (CIK): 0001720969
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Portfolio Holdings for Legacy Advisors
Legacy Advisors holds 288 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Gmo Etf Trust Gmo Us Quality E (QLTY) | 14.4 | $134M | +11% | 3.5M | 38.46 |
|
| MasTec (MTZ) | 8.9 | $83M | 381k | 217.37 |
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| Ishares Tr Core S&p500 Etf (IVV) | 4.4 | $41M | +54% | 60k | 684.94 |
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| Apple (AAPL) | 3.7 | $34M | +7% | 127k | 271.86 |
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| Ishares Tr Rus 1000 Etf (IWB) | 3.6 | $33M | 89k | 373.44 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 3.5 | $33M | +20% | 270k | 120.18 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.9 | $27M | 40k | 681.91 |
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| Vertex Cl A (VERX) | 2.9 | $27M | 1.3M | 19.97 |
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| Advisors Inner Circle Fd Iii Gqg Us Equity Et (GQGU) | 2.2 | $21M | +524% | 836k | 24.79 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 2.2 | $20M | -2% | 211k | 96.27 |
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| Meta Platforms Cl A (META) | 2.1 | $19M | +4% | 29k | 660.10 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $19M | +6% | 59k | 313.00 |
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| Microsoft Corporation (MSFT) | 1.6 | $15M | +13% | 32k | 483.62 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 1.6 | $15M | +100% | 103k | 143.97 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.6 | $15M | +34% | 23k | 627.12 |
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| Amazon (AMZN) | 1.5 | $14M | +9% | 62k | 230.82 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.4 | $13M | +126% | 38k | 335.27 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.3 | $12M | +6% | 24k | 502.65 |
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| NVIDIA Corporation (NVDA) | 1.2 | $11M | +32% | 59k | 186.50 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.1 | $10M | +2% | 17k | 614.32 |
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| Amentum Holdings (AMTM) | 1.1 | $9.8M | NEW | 9.8M | 1.00 |
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| Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) | 1.0 | $9.7M | NEW | 116k | 84.24 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 1.0 | $9.6M | -6% | 16k | 603.29 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 1.0 | $9.4M | 238k | 39.59 |
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| Ishares Tr S&p 100 Etf (OEF) | 1.0 | $9.4M | 27k | 342.97 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.0 | $8.9M | +158% | 118k | 75.44 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $8.5M | +18% | 30k | 287.50 |
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| Uber Technologies (UBER) | 0.9 | $8.2M | 100k | 81.71 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.8 | $7.7M | -7% | 16k | 473.30 |
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| Bentley Sys Com Cl B (BSY) | 0.8 | $7.4M | 194k | 38.16 |
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| Roblox Corp Cl A (RBLX) | 0.8 | $7.0M | 86k | 81.03 |
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| Johnson & Johnson (JNJ) | 0.7 | $7.0M | +4% | 34k | 206.95 |
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| Tesla Motors (TSLA) | 0.7 | $6.2M | +10% | 14k | 449.73 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $5.6M | +9% | 18k | 322.22 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.6 | $5.6M | 205k | 27.43 |
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| Fulton Financial (FULT) | 0.6 | $5.5M | 281k | 19.52 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.5 | $4.9M | 34k | 143.52 |
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| McDonald's Corporation (MCD) | 0.4 | $4.1M | +3% | 13k | 305.62 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $3.9M | 13k | 290.22 |
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| MercadoLibre (MELI) | 0.4 | $3.8M | 1.9k | 2014.17 |
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| Enterprise Products Partners (EPD) | 0.4 | $3.8M | 117k | 32.06 |
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| Abbvie (ABBV) | 0.4 | $3.6M | +6% | 16k | 228.49 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $3.1M | -41% | 7.8k | 396.31 |
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| Spdr Series Trust State Street Spd (SDY) | 0.3 | $3.0M | -2% | 22k | 139.16 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.3 | $2.8M | 31k | 90.00 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $2.8M | +16% | 9.1k | 304.67 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $2.8M | +10% | 11k | 257.95 |
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| Broadcom (AVGO) | 0.3 | $2.6M | +34% | 7.5k | 346.10 |
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| Abbott Laboratories (ABT) | 0.3 | $2.4M | +8% | 20k | 125.29 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.3 | $2.4M | 18k | 132.70 |
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| Eli Lilly & Co. (LLY) | 0.3 | $2.3M | +20% | 2.2k | 1074.57 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $2.2M | +5% | 19k | 120.34 |
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| Select Sector Spdr Tr State Street Con (XLP) | 0.2 | $2.2M | 29k | 77.68 |
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| Williams Companies (WMB) | 0.2 | $2.2M | -3% | 37k | 60.11 |
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| Visa Com Cl A (V) | 0.2 | $2.1M | +18% | 5.9k | 350.70 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $2.0M | 6.5k | 314.80 |
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| Hca Holdings (HCA) | 0.2 | $1.9M | +2% | 4.2k | 466.86 |
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| Bank of America Corporation (BAC) | 0.2 | $1.9M | +3% | 35k | 55.00 |
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| Costco Wholesale Corporation (COST) | 0.2 | $1.9M | +3% | 2.2k | 862.34 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $1.9M | 16k | 123.26 |
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| PNC Financial Services (PNC) | 0.2 | $1.9M | +2% | 9.1k | 208.73 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $1.9M | +6% | 7.6k | 246.17 |
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| Amphenol Corp Cl A (APH) | 0.2 | $1.8M | +5% | 14k | 135.39 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $1.8M | +5% | 3.2k | 566.36 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $1.8M | +7% | 109k | 16.49 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.2 | $1.8M | +18% | 12k | 154.80 |
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| Equifax (EFX) | 0.2 | $1.7M | 7.9k | 216.97 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $1.7M | +17% | 3.0k | 570.85 |
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| Hims & Hers Health Com Cl A (HIMS) | 0.2 | $1.7M | 52k | 32.47 |
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| Oracle Corporation (ORCL) | 0.2 | $1.7M | +20% | 8.5k | 194.91 |
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| Pepsi (PEP) | 0.2 | $1.7M | +9% | 11k | 144.86 |
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| American Express Company (AXP) | 0.2 | $1.6M | +17% | 4.4k | 369.95 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $1.6M | +3% | 11k | 146.58 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $1.6M | +3% | 3.3k | 487.86 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $1.6M | 11k | 148.69 |
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| NVR (NVR) | 0.2 | $1.5M | 211.00 | 7292.77 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $1.5M | -8% | 7.3k | 210.34 |
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| Spotify Technology S A SHS (SPOT) | 0.2 | $1.5M | 2.6k | 580.71 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.2 | $1.5M | +404% | 22k | 67.13 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $1.5M | +2% | 16k | 96.03 |
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| Amgen (AMGN) | 0.2 | $1.5M | +4% | 4.5k | 327.29 |
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| Netflix (NFLX) | 0.2 | $1.5M | +1084% | 16k | 93.76 |
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| Walt Disney Company (DIS) | 0.2 | $1.4M | -21% | 12k | 114.52 |
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| Norfolk Southern (NSC) | 0.2 | $1.4M | 4.9k | 288.72 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $1.4M | 6.5k | 212.07 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.4M | +3% | 21k | 66.00 |
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| Home Depot (HD) | 0.1 | $1.3M | +11% | 3.9k | 344.10 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $1.3M | +7% | 6.9k | 190.99 |
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| Nano Nuclear Energy (NNE) | 0.1 | $1.3M | 54k | 24.01 |
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| Innovator Etfs Trust Us Eqty Ultra B (USEP) | 0.1 | $1.3M | NEW | 32k | 39.33 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $1.2M | NEW | 25k | 49.65 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $1.2M | NEW | 25k | 50.29 |
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| Servicenow (NOW) | 0.1 | $1.2M | +425% | 8.0k | 153.18 |
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| Chevron Corporation (CVX) | 0.1 | $1.2M | +24% | 7.7k | 152.41 |
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| Innovator Etfs Trust Us Eqty Buf Sep (BSEP) | 0.1 | $1.2M | NEW | 24k | 49.25 |
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| CNO Financial (CNO) | 0.1 | $1.1M | -6% | 27k | 42.47 |
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| W.W. Grainger (GWW) | 0.1 | $1.1M | +2% | 1.1k | 1009.05 |
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| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $1.1M | 15k | 75.05 |
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| Emerson Electric (EMR) | 0.1 | $1.1M | +2% | 8.5k | 132.72 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $1.1M | -16% | 11k | 99.52 |
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| Procter & Gamble Company (PG) | 0.1 | $1.0M | +30% | 7.2k | 143.31 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.1 | $1.0M | -13% | 20k | 50.58 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $1.0M | +8% | 6.0k | 171.42 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $1.0M | +12% | 1.4k | 753.76 |
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| Provident Financial Services (PFS) | 0.1 | $1.0M | 52k | 19.75 |
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| Applied Materials (AMAT) | 0.1 | $1.0M | +15% | 4.0k | 256.99 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $999k | +4% | 6.5k | 154.14 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $989k | -3% | 33k | 29.89 |
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| Truist Financial Corp equities (TFC) | 0.1 | $984k | 20k | 49.21 |
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| Ge Aerospace Com New (GE) | 0.1 | $970k | +26% | 3.2k | 308.03 |
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| Goldman Sachs Etf Tr Access Us Agrat (GCOR) | 0.1 | $955k | 23k | 41.69 |
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| White Mountains Insurance Gp (WTM) | 0.1 | $935k | 450.00 | 2078.03 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $934k | 1.5k | 605.01 |
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| Arch Cap Group Ord (ACGL) | 0.1 | $916k | 9.6k | 95.92 |
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| Wal-Mart Stores (WMT) | 0.1 | $879k | +64% | 7.9k | 111.64 |
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| Merck & Co (MRK) | 0.1 | $859k | +10% | 8.1k | 106.11 |
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| salesforce (CRM) | 0.1 | $855k | +16% | 3.2k | 265.35 |
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| Gildan Activewear Inc Com Cad (GIL) | 0.1 | $834k | 13k | 62.46 |
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| Toast Cl A (TOST) | 0.1 | $834k | 24k | 35.51 |
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| New Jersey Resources Corporation (NJR) | 0.1 | $833k | 18k | 46.59 |
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| Micron Technology (MU) | 0.1 | $830k | +15% | 2.9k | 285.53 |
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| International Business Machines (IBM) | 0.1 | $826k | +8% | 2.8k | 296.19 |
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| Philip Morris International (PM) | 0.1 | $822k | +11% | 5.1k | 161.88 |
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| Ge Vernova (GEV) | 0.1 | $821k | +49% | 1.3k | 653.37 |
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| Markel Corporation (MKL) | 0.1 | $793k | 369.00 | 2149.65 |
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| Cimpress Shs Euro (CMPR) | 0.1 | $793k | 12k | 66.59 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $772k | +52% | 722.00 | 1069.86 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $755k | -5% | 10k | 74.07 |
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| Boeing Company (BA) | 0.1 | $752k | -2% | 3.5k | 217.12 |
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| Starbucks Corporation (SBUX) | 0.1 | $727k | +6% | 8.6k | 84.21 |
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| Synopsys (SNPS) | 0.1 | $720k | +4% | 1.5k | 469.72 |
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| Digital Realty Trust (DLR) | 0.1 | $702k | +2% | 4.5k | 155.92 |
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| Equinix (EQIX) | 0.1 | $696k | +3% | 909.00 | 766.16 |
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| Reinsurance Grp Of America I Com New (RGA) | 0.1 | $681k | 3.3k | 203.47 |
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| Enova Intl (ENVA) | 0.1 | $670k | 4.3k | 157.20 |
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| Vanguard World Health Car Etf (VHT) | 0.1 | $670k | +8% | 2.3k | 287.85 |
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| Edwards Lifesciences (EW) | 0.1 | $668k | +5% | 7.8k | 85.25 |
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| TJX Companies (TJX) | 0.1 | $649k | +35% | 4.2k | 153.61 |
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| Ishares Msci Eurzone Etf (EZU) | 0.1 | $641k | 10k | 64.10 |
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| Deere & Company (DE) | 0.1 | $633k | +14% | 1.4k | 465.51 |
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| Honeywell International (HON) | 0.1 | $626k | +14% | 3.2k | 195.09 |
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| Becton, Dickinson and (BDX) | 0.1 | $618k | +5% | 3.2k | 194.07 |
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| Pfizer (PFE) | 0.1 | $609k | -8% | 25k | 24.90 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $604k | +9% | 4.4k | 136.94 |
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| Advanced Micro Devices (AMD) | 0.1 | $601k | +33% | 2.8k | 214.19 |
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| Cadence Design Systems (CDNS) | 0.1 | $598k | +22% | 1.9k | 312.58 |
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| Zscaler Incorporated (ZS) | 0.1 | $585k | 2.6k | 224.92 |
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| Fiserv (FI) | 0.1 | $582k | +3% | 8.7k | 67.17 |
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| Cisco Systems (CSCO) | 0.1 | $577k | +53% | 7.5k | 77.03 |
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| Oklo Com Cl A (OKLO) | 0.1 | $574k | 8.0k | 71.76 |
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| Wells Fargo & Company (WFC) | 0.1 | $573k | +14% | 6.1k | 93.20 |
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| S&T Ban (STBA) | 0.1 | $571k | 15k | 39.35 |
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| Cigna Corp (CI) | 0.1 | $566k | +6% | 2.1k | 275.23 |
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| Huntington Bancshares Incorporated (HBAN) | 0.1 | $565k | 32k | 17.50 |
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| Caterpillar (CAT) | 0.1 | $559k | +2% | 976.00 | 572.87 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $554k | +14% | 2.5k | 219.75 |
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| Marsh & McLennan Companies | 0.1 | $552k | -22% | 3.0k | 185.52 |
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| Danaher Corporation (DHR) | 0.1 | $547k | +7% | 2.4k | 228.92 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $534k | -12% | 2.9k | 181.21 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $533k | +3% | 2.7k | 198.59 |
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| Venture Global Com Cl A (VG) | 0.1 | $527k | 77k | 6.82 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $525k | +49% | 2.7k | 191.54 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $524k | +20% | 2.9k | 183.40 |
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| United Parcel Service CL B (UPS) | 0.1 | $519k | +5% | 5.2k | 99.19 |
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| Fair Isaac Corporation (FICO) | 0.1 | $509k | 301.00 | 1690.62 |
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| Eaton Corp SHS (ETN) | 0.1 | $496k | +10% | 1.6k | 318.51 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $495k | 9.3k | 53.37 |
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| Phreesia (PHR) | 0.1 | $491k | 29k | 16.92 |
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| Morgan Stanley Com New (MS) | 0.1 | $488k | +25% | 2.7k | 177.53 |
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| Union Pacific Corporation (UNP) | 0.1 | $476k | +15% | 2.1k | 231.37 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $475k | 5.7k | 83.61 |
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| Waste Management (WM) | 0.1 | $471k | +16% | 2.1k | 219.71 |
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| Global X Fds Global X Uranium (URA) | 0.1 | $468k | 10k | 44.81 |
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| American Tower Reit (AMT) | 0.1 | $466k | +6% | 2.7k | 175.57 |
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| General Motors Company (GM) | 0.0 | $463k | +15% | 5.7k | 81.32 |
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| Spdr Series Trust State Street Spd (SPSM) | 0.0 | $444k | 9.5k | 46.86 |
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| Corteva (CTVA) | 0.0 | $436k | +6% | 6.5k | 67.03 |
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| UnitedHealth (UNH) | 0.0 | $429k | +18% | 1.3k | 330.12 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $426k | 3.3k | 129.16 |
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| Neuberger Berman Mlp Income (NML) | 0.0 | $425k | 50k | 8.50 |
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| Ishares Tr Micro-cap Etf (IWC) | 0.0 | $421k | NEW | 2.7k | 157.70 |
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| Verizon Communications (VZ) | 0.0 | $419k | +57% | 10k | 40.73 |
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| Goldman Sachs (GS) | 0.0 | $417k | -32% | 475.00 | 878.43 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $416k | NEW | 4.6k | 89.45 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $413k | +204% | 9.0k | 45.94 |
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| Marvell Technology (MRVL) | 0.0 | $409k | 4.8k | 84.98 |
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| Palo Alto Networks (PANW) | 0.0 | $409k | +41% | 2.2k | 184.21 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $407k | NEW | 702.00 | 579.88 |
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| Moody's Corporation (MCO) | 0.0 | $404k | +8% | 791.00 | 510.85 |
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| Icon SHS (ICLR) | 0.0 | $401k | 2.2k | 182.22 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $401k | NEW | 6.4k | 62.47 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $400k | +81% | 2.3k | 177.74 |
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| Public Service Enterprise (PEG) | 0.0 | $397k | +4% | 4.9k | 80.30 |
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| O'reilly Automotive (ORLY) | 0.0 | $395k | +9% | 4.3k | 91.21 |
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| Bristol Myers Squibb (BMY) | 0.0 | $393k | +3% | 7.3k | 53.94 |
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| Gitlab Class A Com (GTLB) | 0.0 | $391k | -15% | 10k | 37.53 |
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| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.0 | $383k | -4% | 8.9k | 43.16 |
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| Air Products & Chemicals (APD) | 0.0 | $381k | +5% | 1.5k | 247.02 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $367k | +9% | 783.00 | 469.05 |
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| Qualcomm (QCOM) | 0.0 | $367k | +44% | 2.1k | 171.06 |
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| Wisdomtree Tr Us Quality Grow (QGRW) | 0.0 | $365k | 6.2k | 58.67 |
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| Datadog Cl A Com (DDOG) | 0.0 | $362k | +2% | 2.7k | 135.99 |
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| Goldman Sachs Etf Tr Access Invt Gr (GIGB) | 0.0 | $360k | 7.8k | 46.44 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $358k | NEW | 5.1k | 69.67 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $355k | 13k | 26.91 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $354k | +14% | 291.00 | 1215.08 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $348k | NEW | 2.5k | 137.87 |
|
| Hubspot (HUBS) | 0.0 | $346k | 863.00 | 401.30 |
|
|
| Ishares Tr U.s. Bas Mtl Etf (IYM) | 0.0 | $336k | 2.2k | 153.94 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $335k | +28% | 4.2k | 79.36 |
|
| Toyota Motor Corp Ads (TM) | 0.0 | $329k | +37% | 1.5k | 214.06 |
|
| V.F. Corporation (VFC) | 0.0 | $327k | 18k | 18.08 |
|
|
| Capital One Financial (COF) | 0.0 | $326k | NEW | 1.3k | 242.36 |
|
| Linde SHS (LIN) | 0.0 | $325k | +54% | 761.00 | 426.39 |
|
| Copart (CPRT) | 0.0 | $315k | +6% | 8.0k | 39.15 |
|
| PPL Corporation (PPL) | 0.0 | $312k | +8% | 8.8k | 35.29 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $311k | -37% | 5.8k | 53.88 |
|
| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 0.0 | $309k | NEW | 4.7k | 65.51 |
|
| Kkr & Co (KKR) | 0.0 | $309k | -4% | 2.4k | 127.48 |
|
| Cme (CME) | 0.0 | $305k | +14% | 1.1k | 273.08 |
|
| Genpact SHS (G) | 0.0 | $304k | 6.5k | 46.78 |
|
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $298k | NEW | 5.4k | 54.77 |
|
| M&T Bank Corporation (MTB) | 0.0 | $292k | +7% | 1.4k | 201.48 |
|
| Verisk Analytics (VRSK) | 0.0 | $290k | +3% | 1.3k | 223.69 |
|
| Constellation Brands Cl A (STZ) | 0.0 | $288k | -2% | 2.1k | 137.99 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $286k | +15% | 1.8k | 160.97 |
|
| Workday Cl A (WDAY) | 0.0 | $284k | +2% | 1.3k | 214.78 |
|
| Ishares Tr Global Tech Etf (IXN) | 0.0 | $284k | 2.7k | 105.00 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $279k | +38% | 1.6k | 173.49 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $278k | -18% | 2.7k | 102.14 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $277k | +17% | 857.00 | 323.01 |
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $277k | NEW | 4.3k | 65.10 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $277k | NEW | 2.0k | 141.06 |
|
| American Intl Group Com New (AIG) | 0.0 | $274k | +15% | 3.2k | 85.55 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $272k | 703.00 | 386.99 |
|
|
| Vanguard World Financials Etf (VFH) | 0.0 | $272k | 2.0k | 133.49 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $272k | 1.9k | 141.14 |
|
|
| Altria (MO) | 0.0 | $265k | NEW | 4.5k | 58.68 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $262k | +13% | 1.2k | 211.79 |
|
| Coca-Cola Company (KO) | 0.0 | $258k | -28% | 3.7k | 69.92 |
|
| Cardinal Health (CAH) | 0.0 | $257k | -10% | 1.3k | 205.50 |
|
| Goldman Sachs Etf Tr Activebeta Eme (GEM) | 0.0 | $253k | 5.9k | 42.58 |
|
|
| Blackrock N Y Mun Income Tru Sh Ben Int (BNY) | 0.0 | $253k | NEW | 25k | 10.14 |
|
| Goldman Sachs Etf Tr Access Inflati (GTIP) | 0.0 | $251k | 5.1k | 49.33 |
|
|
| At&t (T) | 0.0 | $249k | NEW | 10k | 24.84 |
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $243k | NEW | 3.6k | 67.22 |
|
| Flushing Financial Corporation (FFIC) | 0.0 | $243k | 16k | 15.17 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $242k | +3% | 2.7k | 88.49 |
|
| Bankunited (BKU) | 0.0 | $241k | 5.4k | 44.57 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $239k | +39% | 1.2k | 203.04 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $239k | NEW | 891.00 | 268.30 |
|
| Cummins (CMI) | 0.0 | $238k | NEW | 466.00 | 510.45 |
|
| Goldman Sachs Etf Tr Activebeta Eur (GSEU) | 0.0 | $238k | 5.2k | 46.10 |
|
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $237k | NEW | 2.3k | 102.54 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $237k | 1.7k | 141.05 |
|
|
| Southern Company (SO) | 0.0 | $234k | NEW | 2.7k | 87.20 |
|
| Constellation Energy (CEG) | 0.0 | $233k | -15% | 659.00 | 353.27 |
|
| Ishares Tr Msci Usa Value (VLUE) | 0.0 | $230k | +3% | 1.7k | 136.72 |
|
| Dycom Industries (DY) | 0.0 | $229k | NEW | 679.00 | 337.90 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $229k | NEW | 3.1k | 73.56 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $225k | NEW | 1.3k | 167.94 |
|
| Cgi Cl A Sub Vtg (GIB) | 0.0 | $225k | NEW | 2.4k | 92.48 |
|
| Argan (AGX) | 0.0 | $224k | NEW | 716.00 | 313.32 |
|
| Citizens Financial (CFG) | 0.0 | $222k | 3.8k | 58.41 |
|
|
| Intuit (INTU) | 0.0 | $217k | -24% | 327.00 | 663.33 |
|
| Zoetis Cl A (ZTS) | 0.0 | $214k | NEW | 1.7k | 125.82 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $213k | NEW | 242.00 | 878.96 |
|
| Cameco Corporation (CCJ) | 0.0 | $211k | NEW | 2.3k | 91.49 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $210k | NEW | 1.8k | 117.21 |
|
| Blackrock (BLK) | 0.0 | $209k | NEW | 195.00 | 1070.34 |
|
| Msci (MSCI) | 0.0 | $208k | NEW | 363.00 | 573.73 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $206k | -34% | 464.00 | 444.59 |
|
| Ishares Tr Global Energ Etf (IXC) | 0.0 | $206k | 4.9k | 41.93 |
|
|
| Monster Beverage Corp (MNST) | 0.0 | $202k | NEW | 2.6k | 76.67 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.0 | $201k | 3.6k | 55.80 |
|
|
| Targa Res Corp (TRGP) | 0.0 | $201k | NEW | 1.1k | 184.50 |
|
| Lowe's Companies (LOW) | 0.0 | $200k | NEW | 830.00 | 241.16 |
|
| Nuscale Pwr Corp Cl A Com (SMR) | 0.0 | $186k | 13k | 14.17 |
|
|
| Invesco Insured Municipal Income Trust (IIM) | 0.0 | $149k | NEW | 12k | 12.32 |
|
| BlackRock Corporate High Yield Fund VI (HYT) | 0.0 | $131k | NEW | 15k | 8.90 |
|
| Evolv Technologies Hldngs In Com Cl A (EVLV) | 0.0 | $76k | 11k | 7.16 |
|
|
| Pioneer Pwr Solutions Com New (PPSI) | 0.0 | $76k | 16k | 4.73 |
|
|
| Intensity Therapeutics (INTS) | 0.0 | $63k | NEW | 153k | 0.41 |
|
| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $60k | NEW | 21k | 2.84 |
|
| Sangoma Technologies Corp Com New (SANG) | 0.0 | $50k | 10k | 5.03 |
|
|
| Net Power Com Cl A (NPWR) | 0.0 | $37k | 16k | 2.28 |
|
|
| Origin Agritech Shs New (SEED) | 0.0 | $23k | -50% | 21k | 1.11 |
|
| Nine Energy Service (NINEQ) | 0.0 | $10k | 29k | 0.35 |
|
Past Filings by Legacy Advisors
SEC 13F filings are viewable for Legacy Advisors going back to 2017
- Legacy Advisors 2025 Q4 filed Jan. 27, 2026
- Legacy Advisors 2025 Q3 filed Nov. 13, 2025
- Legacy Advisors 2025 Q2 filed Aug. 7, 2025
- Legacy Advisors 2025 Q1 filed April 23, 2025
- Legacy Advisors 2024 Q4 filed Feb. 14, 2025
- Legacy Advisors 2024 Q3 filed Nov. 13, 2024
- Legacy Advisors 2024 Q2 filed July 30, 2024
- 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