Legacy Advisors
Latest statistics and disclosures from Legacy Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are QLTY, MTZ, VERX, IWB, AAPL, and represent 35.93% of Legacy Advisors's stock portfolio.
- Added to shares of these 10 stocks: QLTY (+$111M), MTZ (+$58M), VERX (+$32M), IJR (+$24M), AAPL (+$24M), IWB (+$22M), IWR (+$19M), GOOGL (+$14M), RBLX (+$12M), BRK.B (+$11M).
- Started 232 new stock positions in DE, STBA, GWW, GEV, PRIM, ENVA, RSP, DHR, TSM, IWP.
- Legacy Advisors was a net buyer of stock by $690M.
- Legacy Advisors has $810M in assets under management (AUM), dropping by 12696.72%.
- Central Index Key (CIK): 0001720969
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Portfolio Holdings for Legacy Advisors
Legacy Advisors holds 250 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| 2023 Etf Series Trust Ii Gmo Us Quality E (QLTY) | 14.1 | $114M | +3427% | 3.1M | 36.27 |
|
| MasTec (MTZ) | 10.0 | $81M | +247% | 381k | 212.81 |
|
| Vertex Cl A (VERX) | 4.1 | $33M | +2730% | 1.3M | 24.79 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 4.0 | $33M | +194% | 90k | 365.48 |
|
| Apple (AAPL) | 3.7 | $30M | +382% | 117k | 254.63 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 3.3 | $27M | +823% | 225k | 118.83 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.3 | $26M | +61% | 40k | 666.17 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.2 | $26M | +59% | 38k | 669.29 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 2.6 | $21M | +953% | 217k | 96.55 |
|
| Meta Platforms Cl A (META) | 2.5 | $20M | +34% | 28k | 734.39 |
|
| Microsoft Corporation (MSFT) | 1.8 | $15M | +127% | 28k | 517.96 |
|
| Select Sector Spdr Tr Technology (XLK) | 1.8 | $15M | +294% | 51k | 281.86 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $14M | NEW | 56k | 243.10 |
|
| Amazon (AMZN) | 1.5 | $12M | +352% | 57k | 219.57 |
|
| Roblox Corp Cl A (RBLX) | 1.5 | $12M | NEW | 86k | 138.52 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.4 | $11M | NEW | 22k | 502.74 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.3 | $11M | +34% | 17k | 614.10 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 1.3 | $10M | NEW | 17k | 596.02 |
|
| Bentley Sys Com Cl B (BSY) | 1.2 | $10M | +1755% | 194k | 51.48 |
|
| Uber Technologies (UBER) | 1.2 | $9.8M | +877% | 100k | 97.97 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.2 | $9.7M | NEW | 16k | 600.37 |
|
| Ishares Tr S&p 100 Etf (OEF) | 1.1 | $9.2M | NEW | 28k | 332.84 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 1.1 | $9.2M | +2690% | 238k | 38.57 |
|
| NVIDIA Corporation (NVDA) | 1.0 | $8.3M | NEW | 44k | 186.59 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.0 | $8.2M | NEW | 18k | 468.41 |
|
| Johnson & Johnson (JNJ) | 0.7 | $6.0M | NEW | 32k | 185.42 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $5.6M | NEW | 17k | 329.08 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.7 | $5.6M | NEW | 205k | 27.30 |
|
| Tesla Motors (TSLA) | 0.7 | $5.5M | NEW | 13k | 444.74 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $5.5M | NEW | 25k | 219.44 |
|
| Fulton Financial (FULT) | 0.6 | $5.2M | +5443% | 281k | 18.63 |
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $5.0M | NEW | 16k | 315.43 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.6 | $4.9M | NEW | 34k | 140.95 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.6 | $4.7M | NEW | 13k | 355.47 |
|
| MercadoLibre (MELI) | 0.5 | $4.3M | NEW | 1.9k | 2337.40 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.5 | $4.0M | NEW | 14k | 294.77 |
|
| McDonald's Corporation (MCD) | 0.5 | $3.9M | NEW | 13k | 303.88 |
|
| Enterprise Products Partners (EPD) | 0.4 | $3.6M | NEW | 117k | 31.27 |
|
| Abbvie (ABBV) | 0.4 | $3.4M | NEW | 15k | 231.54 |
|
| Advisors Inner Circle Fd Iii Gqg Us Equity Et | 0.4 | $3.4M | NEW | 134k | 25.25 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.4 | $3.3M | NEW | 45k | 73.46 |
|
| Spdr Series Trust S&p Divid Etf (SDY) | 0.4 | $3.1M | NEW | 22k | 140.05 |
|
| Hims & Hers Health Com Cl A (HIMS) | 0.4 | $2.9M | NEW | 52k | 56.72 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.3 | $2.7M | NEW | 31k | 84.68 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $2.5M | NEW | 9.6k | 255.09 |
|
| Williams Companies (WMB) | 0.3 | $2.4M | NEW | 38k | 63.35 |
|
| Abbott Laboratories (ABT) | 0.3 | $2.4M | NEW | 18k | 133.94 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.3 | $2.3M | NEW | 18k | 130.60 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.3 | $2.2M | NEW | 29k | 78.37 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $2.2M | NEW | 7.8k | 280.12 |
|
| Nano Nuclear Energy (NNE) | 0.3 | $2.1M | NEW | 54k | 38.56 |
|
| Equifax (EFX) | 0.2 | $2.0M | NEW | 7.9k | 256.54 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $2.0M | NEW | 6.5k | 308.68 |
|
| Oracle Corporation (ORCL) | 0.2 | $2.0M | NEW | 7.1k | 281.26 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $2.0M | NEW | 2.1k | 925.75 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $2.0M | NEW | 18k | 112.75 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $1.9M | NEW | 11k | 178.73 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $1.9M | NEW | 16k | 120.72 |
|
| Broadcom (AVGO) | 0.2 | $1.8M | NEW | 5.6k | 329.91 |
|
| Walt Disney Company (DIS) | 0.2 | $1.8M | NEW | 16k | 114.50 |
|
| Spotify Technology S A SHS (SPOT) | 0.2 | $1.8M | NEW | 2.6k | 698.00 |
|
| PNC Financial Services (PNC) | 0.2 | $1.8M | NEW | 8.9k | 200.93 |
|
| Bank of America Corporation (BAC) | 0.2 | $1.8M | NEW | 34k | 51.59 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $1.7M | NEW | 102k | 17.16 |
|
| Hca Holdings (HCA) | 0.2 | $1.7M | NEW | 4.1k | 426.20 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $1.7M | NEW | 7.1k | 241.98 |
|
| Visa Com Cl A (V) | 0.2 | $1.7M | NEW | 5.0k | 341.37 |
|
| NVR (NVR) | 0.2 | $1.7M | NEW | 211.00 | 8034.66 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $1.6M | NEW | 8.0k | 203.59 |
|
| Amphenol Corp Cl A (APH) | 0.2 | $1.6M | NEW | 13k | 123.93 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $1.6M | NEW | 11k | 145.65 |
|
| Netflix (NFLX) | 0.2 | $1.6M | NEW | 1.3k | 1198.73 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $1.5M | NEW | 3.2k | 480.12 |
|
| Pepsi (PEP) | 0.2 | $1.5M | NEW | 11k | 140.44 |
|
| Norfolk Southern (NSC) | 0.2 | $1.5M | NEW | 4.9k | 300.41 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $1.4M | NEW | 2.5k | 568.77 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $1.4M | NEW | 15k | 93.37 |
|
| Home Depot (HD) | 0.2 | $1.4M | NEW | 3.5k | 405.19 |
|
| Servicenow (NOW) | 0.2 | $1.4M | NEW | 1.5k | 920.55 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $1.4M | NEW | 1.8k | 763.02 |
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $1.4M | NEW | 3.1k | 447.23 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $1.4M | NEW | 9.7k | 139.17 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $1.3M | NEW | 6.5k | 206.51 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.2 | $1.3M | NEW | 13k | 97.82 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $1.3M | NEW | 20k | 65.26 |
|
| American Express Company (AXP) | 0.2 | $1.2M | NEW | 3.7k | 332.16 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $1.2M | NEW | 6.4k | 187.43 |
|
| Amgen (AMGN) | 0.1 | $1.2M | NEW | 4.2k | 282.20 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.1 | $1.2M | NEW | 24k | 50.78 |
|
| CNO Financial (CNO) | 0.1 | $1.1M | NEW | 29k | 39.55 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $1.1M | NEW | 15k | 73.29 |
|
| Venture Global Com Cl A (VG) | 0.1 | $1.1M | NEW | 77k | 14.19 |
|
| Fiserv (FI) | 0.1 | $1.1M | NEW | 8.4k | 128.93 |
|
| Emerson Electric (EMR) | 0.1 | $1.1M | NEW | 8.2k | 131.18 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $1.1M | NEW | 34k | 31.42 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $1.1M | NEW | 6.2k | 170.86 |
|
| W.W. Grainger (GWW) | 0.1 | $1.1M | NEW | 1.1k | 952.96 |
|
| Provident Financial Services (PFS) | 0.1 | $996k | NEW | 52k | 19.28 |
|
| Chevron Corporation (CVX) | 0.1 | $958k | NEW | 6.2k | 155.30 |
|
| Goldman Sachs Etf Tr Access Us Agrat (GCOR) | 0.1 | $951k | NEW | 23k | 41.78 |
|
| Truist Financial Corp equities (TFC) | 0.1 | $929k | NEW | 20k | 45.72 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $899k | NEW | 1.2k | 746.71 |
|
| Oklo Com Cl A (OKLO) | 0.1 | $893k | NEW | 8.0k | 111.63 |
|
| New Jersey Resources Corporation (NJR) | 0.1 | $869k | NEW | 18k | 48.62 |
|
| Toast Cl A (TOST) | 0.1 | $857k | NEW | 24k | 36.51 |
|
| Arch Cap Group Ord (ACGL) | 0.1 | $856k | NEW | 9.4k | 90.73 |
|
| Procter & Gamble Company (PG) | 0.1 | $845k | NEW | 5.5k | 153.66 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $834k | NEW | 1.5k | 546.75 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $803k | NEW | 11k | 74.37 |
|
| Zscaler Incorporated (ZS) | 0.1 | $779k | NEW | 2.6k | 299.66 |
|
| Marsh & McLennan Companies (MMC) | 0.1 | $776k | NEW | 3.9k | 201.53 |
|
| Gildan Activewear Inc Com Cad (GIL) | 0.1 | $768k | NEW | 13k | 57.80 |
|
| Boeing Company (BA) | 0.1 | $765k | NEW | 3.5k | 215.83 |
|
| Digital Realty Trust (DLR) | 0.1 | $761k | NEW | 4.4k | 172.88 |
|
| White Mountains Insurance Gp (WTM) | 0.1 | $752k | NEW | 450.00 | 1671.52 |
|
| Cimpress Shs Euro (CMPR) | 0.1 | $750k | NEW | 12k | 63.04 |
|
| Ge Aerospace Com New (GE) | 0.1 | $750k | NEW | 2.5k | 300.77 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $743k | NEW | 5.5k | 134.16 |
|
| Philip Morris International (PM) | 0.1 | $740k | NEW | 4.6k | 162.21 |
|
| International Business Machines (IBM) | 0.1 | $724k | NEW | 2.6k | 282.20 |
|
| Synopsys (SNPS) | 0.1 | $724k | NEW | 1.5k | 493.39 |
|
| Applied Materials (AMAT) | 0.1 | $704k | NEW | 3.4k | 204.74 |
|
| Markel Corporation (MKL) | 0.1 | $703k | NEW | 368.00 | 1911.36 |
|
| Equinix (EQIX) | 0.1 | $686k | NEW | 876.00 | 783.24 |
|
| Starbucks Corporation (SBUX) | 0.1 | $683k | NEW | 8.1k | 84.60 |
|
| Phreesia (PHR) | 0.1 | $682k | NEW | 29k | 23.52 |
|
| Pfizer (PFE) | 0.1 | $682k | NEW | 27k | 25.48 |
|
| salesforce (CRM) | 0.1 | $654k | NEW | 2.8k | 237.42 |
|
| Reinsurance Grp Of America I Com New (RGA) | 0.1 | $635k | NEW | 3.3k | 192.14 |
|
| Ishares Msci Eurzone Etf (EZU) | 0.1 | $619k | NEW | 10k | 61.94 |
|
| Merck & Co (MRK) | 0.1 | $618k | NEW | 7.3k | 84.74 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $595k | NEW | 3.4k | 176.81 |
|
| Honeywell International (HON) | 0.1 | $591k | NEW | 2.8k | 210.50 |
|
| Edwards Lifesciences (EW) | 0.1 | $580k | NEW | 7.5k | 77.77 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $571k | NEW | 4.0k | 142.41 |
|
| Becton, Dickinson and (BDX) | 0.1 | $563k | NEW | 3.0k | 187.17 |
|
| Goldman Sachs (GS) | 0.1 | $561k | NEW | 704.00 | 796.52 |
|
| Cigna Corp (CI) | 0.1 | $557k | NEW | 1.9k | 288.25 |
|
| Gitlab Class A Com (GTLB) | 0.1 | $556k | NEW | 12k | 45.08 |
|
| Vanguard World Health Car Etf (VHT) | 0.1 | $556k | NEW | 2.1k | 259.60 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.1 | $554k | NEW | 32k | 17.43 |
|
| Cadence Design Systems (CDNS) | 0.1 | $547k | NEW | 1.6k | 351.26 |
|
| S&T Ban (STBA) | 0.1 | $545k | NEW | 15k | 37.59 |
|
| Deere & Company (DE) | 0.1 | $544k | NEW | 1.2k | 457.35 |
|
| Eaton Corp SHS (ETN) | 0.1 | $526k | NEW | 1.4k | 374.33 |
|
| Ge Vernova (GEV) | 0.1 | $516k | NEW | 838.00 | 615.21 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $505k | NEW | 2.6k | 194.51 |
|
| Global X Fds Global X Uranium (URA) | 0.1 | $498k | NEW | 10k | 47.67 |
|
| Wal-Mart Stores (WMT) | 0.1 | $493k | NEW | 4.8k | 103.06 |
|
| Enova Intl (ENVA) | 0.1 | $491k | NEW | 4.3k | 115.09 |
|
| American Tower Reit (AMT) | 0.1 | $481k | NEW | 2.5k | 192.32 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $477k | NEW | 2.2k | 216.63 |
|
| Nuscale Pwr Corp Cl A Com (SMR) | 0.1 | $473k | NEW | 13k | 36.00 |
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $463k | NEW | 9.3k | 49.95 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $459k | NEW | 474.00 | 968.09 |
|
| Caterpillar (CAT) | 0.1 | $455k | NEW | 953.00 | 477.29 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $453k | NEW | 5.7k | 79.80 |
|
| TJX Companies (TJX) | 0.1 | $450k | NEW | 3.1k | 144.54 |
|
| Wells Fargo & Company (WFC) | 0.1 | $449k | NEW | 5.4k | 83.82 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $448k | NEW | 9.2k | 48.85 |
|
| Fair Isaac Corporation (FICO) | 0.1 | $445k | NEW | 297.00 | 1496.53 |
|
| Danaher Corporation (DHR) | 0.1 | $442k | NEW | 2.2k | 198.26 |
|
| Spdr Series Trust Portfolio S&p600 (SPSM) | 0.1 | $439k | NEW | 9.5k | 46.32 |
|
| Neuberger Berman Mlp Income (NML) | 0.1 | $436k | NEW | 50k | 8.72 |
|
| O'reilly Automotive (ORLY) | 0.1 | $428k | NEW | 4.0k | 107.81 |
|
| Micron Technology (MU) | 0.1 | $423k | NEW | 2.5k | 167.32 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $420k | NEW | 3.3k | 125.60 |
|
| Union Pacific Corporation (UNP) | 0.1 | $420k | NEW | 1.8k | 236.31 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $416k | NEW | 3.3k | 125.95 |
|
| Corteva (CTVA) | 0.1 | $415k | NEW | 6.1k | 67.63 |
|
| United Parcel Service CL B (UPS) | 0.1 | $415k | NEW | 5.0k | 83.52 |
|
| Waste Management (WM) | 0.1 | $407k | NEW | 1.8k | 220.87 |
|
| Marvell Technology (MRVL) | 0.0 | $404k | NEW | 4.8k | 84.07 |
|
| Hubspot (HUBS) | 0.0 | $403k | NEW | 862.00 | 467.80 |
|
| Air Products & Chemicals (APD) | 0.0 | $400k | NEW | 1.5k | 272.72 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $396k | NEW | 2.4k | 167.30 |
|
| Public Service Enterprise (PEG) | 0.0 | $395k | NEW | 4.7k | 83.46 |
|
| Icon SHS (ICLR) | 0.0 | $385k | NEW | 2.2k | 175.00 |
|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.0 | $384k | NEW | 9.3k | 41.34 |
|
| UnitedHealth (UNH) | 0.0 | $377k | NEW | 1.1k | 345.30 |
|
| Datadog Cl A Com (DDOG) | 0.0 | $370k | NEW | 2.6k | 142.40 |
|
| Goldman Sachs Etf Tr Access Invt Gr (GIGB) | 0.0 | $364k | NEW | 7.8k | 46.69 |
|
| Wisdomtree Tr Us Quality Grow (QGRW) | 0.0 | $357k | NEW | 6.2k | 57.36 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $350k | NEW | 713.00 | 490.41 |
|
| Moody's Corporation (MCO) | 0.0 | $348k | NEW | 730.00 | 476.48 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $348k | NEW | 1.8k | 189.70 |
|
| Morgan Stanley Com New (MS) | 0.0 | $347k | NEW | 2.2k | 158.93 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $346k | NEW | 13k | 26.34 |
|
| Coca-Cola Company (KO) | 0.0 | $345k | NEW | 5.2k | 66.83 |
|
| Advanced Micro Devices (AMD) | 0.0 | $341k | NEW | 2.1k | 161.79 |
|
| Copart (CPRT) | 0.0 | $339k | NEW | 7.5k | 44.97 |
|
| Cisco Systems (CSCO) | 0.0 | $333k | NEW | 4.9k | 68.42 |
|
| Kkr & Co (KKR) | 0.0 | $330k | NEW | 2.5k | 129.93 |
|
| Ishares Tr U.s. Bas Mtl Etf (IYM) | 0.0 | $322k | NEW | 2.2k | 148.21 |
|
| Palo Alto Networks (PANW) | 0.0 | $320k | NEW | 1.6k | 203.65 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $317k | NEW | 7.0k | 45.10 |
|
| Verisk Analytics (VRSK) | 0.0 | $314k | NEW | 1.2k | 251.51 |
|
| Workday Cl A (WDAY) | 0.0 | $309k | NEW | 1.3k | 240.74 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $307k | NEW | 704.00 | 435.46 |
|
| PPL Corporation (PPL) | 0.0 | $305k | NEW | 8.1k | 37.43 |
|
| General Motors Company (GM) | 0.0 | $300k | NEW | 4.9k | 60.96 |
|
| Intuit (INTU) | 0.0 | $297k | NEW | 435.00 | 683.62 |
|
| Constellation Brands Cl A (STZ) | 0.0 | $290k | NEW | 2.2k | 134.66 |
|
| Flutter Entmt SHS (FLUT) | 0.0 | $287k | NEW | 1.1k | 254.00 |
|
| Verizon Communications (VZ) | 0.0 | $287k | NEW | 6.5k | 43.95 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $287k | NEW | 4.4k | 65.01 |
|
| Ishares Tr Global Tech Etf (IXN) | 0.0 | $279k | NEW | 2.7k | 103.21 |
|
| Kla Corp Com New (KLAC) | 0.0 | $274k | NEW | 254.00 | 1078.60 |
|
| Coreweave Com Cl A (CRWV) | 0.0 | $274k | NEW | 2.0k | 136.85 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $273k | NEW | 1.9k | 142.10 |
|
| Genpact SHS (G) | 0.0 | $272k | NEW | 6.5k | 41.89 |
|
| M&T Bank Corporation (MTB) | 0.0 | $267k | NEW | 1.4k | 197.62 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $266k | NEW | 703.00 | 378.70 |
|
| Cme (CME) | 0.0 | $264k | NEW | 978.00 | 270.19 |
|
| Vanguard World Financials Etf (VFH) | 0.0 | $263k | NEW | 2.0k | 131.24 |
|
| V.F. Corporation (VFC) | 0.0 | $261k | NEW | 18k | 14.43 |
|
| Constellation Energy (CEG) | 0.0 | $258k | NEW | 784.00 | 329.03 |
|
| Goldman Sachs Etf Tr Access Inflati (GTIP) | 0.0 | $250k | NEW | 5.0k | 49.92 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $249k | NEW | 3.3k | 75.39 |
|
| Qualcomm (QCOM) | 0.0 | $247k | NEW | 1.5k | 166.36 |
|
| Goldman Sachs Etf Tr Activebeta Eme (GEM) | 0.0 | $245k | NEW | 6.0k | 40.73 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $242k | NEW | 2.6k | 91.42 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $235k | NEW | 1.7k | 139.67 |
|
| Linde SHS (LIN) | 0.0 | $234k | NEW | 493.00 | 475.00 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $233k | NEW | 727.00 | 320.04 |
|
| Ncino (NCNO) | 0.0 | $229k | NEW | 8.4k | 27.11 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $228k | NEW | 1.5k | 148.62 |
|
| Goldman Sachs Etf Tr Activebeta Eur (GSEU) | 0.0 | $228k | NEW | 5.2k | 43.66 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $228k | NEW | 1.1k | 209.64 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $226k | NEW | 1.2k | 182.49 |
|
| Flushing Financial Corporation (FFIC) | 0.0 | $221k | NEW | 16k | 13.81 |
|
| Cardinal Health (CAH) | 0.0 | $219k | NEW | 1.4k | 156.92 |
|
| American Intl Group Com New (AIG) | 0.0 | $217k | NEW | 2.8k | 78.54 |
|
| Primoris Services (PRIM) | 0.0 | $215k | NEW | 1.6k | 137.43 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $214k | NEW | 1.2k | 183.73 |
|
| Toyota Motor Corp Ads (TM) | 0.0 | $214k | NEW | 1.1k | 191.09 |
|
| Bankunited (BKU) | 0.0 | $206k | NEW | 5.4k | 38.16 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.0 | $206k | NEW | 3.6k | 56.86 |
|
| Ishares Tr Global Energ Etf (IXC) | 0.0 | $205k | NEW | 4.9k | 41.75 |
|
| Ishares Tr Msci Usa Value (VLUE) | 0.0 | $203k | NEW | 1.6k | 125.05 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $202k | NEW | 2.9k | 68.58 |
|
| Citizens Financial (CFG) | 0.0 | $202k | NEW | 3.8k | 53.16 |
|
| Metropcs Communications (TMUS) | 0.0 | $202k | NEW | 843.00 | 239.38 |
|
| Stellantis SHS (STLA) | 0.0 | $149k | NEW | 16k | 9.34 |
|
| Evolv Technologies Hldngs In Com Cl A (EVLV) | 0.0 | $81k | NEW | 11k | 7.55 |
|
| Pioneer Pwr Solutions Com New (PPSI) | 0.0 | $69k | NEW | 16k | 4.32 |
|
| Origin Agritech Shs New (SEED) | 0.0 | $50k | NEW | 42k | 1.21 |
|
| Sangoma Technologies Corp Com New (SANG) | 0.0 | $50k | NEW | 10k | 4.97 |
|
| Net Power Com Cl A (NPWR) | 0.0 | $49k | NEW | 16k | 3.01 |
|
| Nine Energy Service (NINE) | 0.0 | $18k | NEW | 29k | 0.63 |
|
Past Filings by Legacy Advisors
SEC 13F filings are viewable for Legacy Advisors going back to 2017
- 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
- Legacy Advisors 2021 Q4 filed Feb. 14, 2022