Legacy Advisors
Latest statistics and disclosures from Legacy Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MTZ, VERX, AAPL, IWB, MSFT, and represent 28.28% of Legacy Advisors's stock portfolio.
- Added to shares of these 10 stocks: DFAC (+$8.2M), BRK.B (+$5.2M), AVGO, IJR, QQQ, GLD, AMZN, IEFA, NVR, SGOV.
- Started 63 new stock positions in EC, ICLR, HPQ, CBOE, IEFA, MLM, NVR, ASML, FNDE, FANG.
- Reduced shares in these 10 stocks: MTZ (-$31M), DG, LRCX, FTNT, QCOM, SBUX, SHEL, IDXX, , MANH.
- Sold out of its positions in ABNB, BLK, DG, F, IBRX, INTC, LRCX, PINS, PCT, ROP. SHEL, TM, TDG, Ferguson Plc F.
- Legacy Advisors was a net buyer of stock by $43M.
- Legacy Advisors has $924M in assets under management (AUM), dropping by 12.26%.
- Central Index Key (CIK): 0001720969
Tip: Access up to 7 years of quarterly data
Positions held by Legacy Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Legacy Advisors
Legacy Advisors holds 376 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| MasTec (MTZ) | 9.9 | $91M | -25% | 740k | 123.10 |
|
| Vertex Cl A (VERX) | 9.0 | $83M | 2.2M | 38.51 |
|
|
| Apple (AAPL) | 3.7 | $35M | 148k | 233.00 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 3.0 | $28M | 88k | 314.39 |
|
|
| Microsoft Corporation (MSFT) | 2.7 | $25M | +7% | 57k | 430.30 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 2.7 | $25M | 43k | 576.82 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 2.4 | $23M | +13% | 193k | 116.96 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.3 | $22M | 38k | 573.77 |
|
|
| Meta Platforms Cl A (META) | 2.2 | $20M | +4% | 36k | 572.45 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 2.2 | $20M | 231k | 88.14 |
|
|
| Amazon (AMZN) | 1.6 | $15M | +18% | 80k | 186.33 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $13M | +11% | 77k | 165.85 |
|
| Select Sector Spdr Tr Technology (XLK) | 1.3 | $12M | 52k | 225.76 |
|
|
| NVIDIA Corporation (NVDA) | 1.2 | $11M | 94k | 121.45 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $11M | +86% | 24k | 460.26 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.2 | $11M | 20k | 529.31 |
|
|
| Johnson & Johnson (JNJ) | 1.1 | $9.9M | +3% | 61k | 162.06 |
|
| Bentley Sys Com Cl B (BSY) | 1.1 | $9.8M | 193k | 50.81 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 1.1 | $9.7M | 17k | 569.65 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 1.0 | $9.5M | 34k | 276.76 |
|
|
| Uber Technologies (UBER) | 0.9 | $8.6M | 115k | 75.16 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.9 | $8.2M | +39% | 17k | 488.07 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.9 | $8.2M | NEW | 238k | 34.29 |
|
| UnitedHealth (UNH) | 0.8 | $7.3M | +7% | 13k | 584.68 |
|
| Eli Lilly & Co. (LLY) | 0.7 | $6.8M | +7% | 7.7k | 885.89 |
|
| Marsh & McLennan Companies (MMC) | 0.7 | $6.3M | +2% | 28k | 223.09 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $6.2M | -5% | 40k | 156.76 |
|
| McDonald's Corporation (MCD) | 0.6 | $5.8M | +4% | 19k | 304.50 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.6 | $5.6M | -2% | 16k | 353.47 |
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $5.3M | +3% | 25k | 210.86 |
|
| Pepsi (PEP) | 0.6 | $5.3M | +7% | 31k | 170.05 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.6 | $5.2M | +82% | 21k | 243.06 |
|
| Fulton Financial (FULT) | 0.6 | $5.1M | 281k | 18.13 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.5 | $5.1M | +13% | 10k | 493.81 |
|
| Tesla Motors (TSLA) | 0.5 | $5.0M | +32% | 19k | 261.63 |
|
| Home Depot (HD) | 0.5 | $5.0M | +6% | 12k | 405.20 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $4.5M | 12k | 375.38 |
|
|
| Procter & Gamble Company (PG) | 0.5 | $4.3M | +10% | 25k | 173.20 |
|
| Abbvie (ABBV) | 0.5 | $4.3M | +10% | 22k | 197.48 |
|
| Equifax (EFX) | 0.5 | $4.2M | -5% | 15k | 293.87 |
|
| Exxon Mobil Corporation (XOM) | 0.5 | $4.2M | +20% | 36k | 117.22 |
|
| Stryker Corporation (SYK) | 0.4 | $4.0M | +3% | 11k | 361.25 |
|
| Intuit (INTU) | 0.4 | $3.9M | +3% | 6.3k | 621.04 |
|
| Roblox Corp Cl A (RBLX) | 0.4 | $3.9M | -6% | 87k | 44.26 |
|
| MercadoLibre (MELI) | 0.4 | $3.8M | 1.8k | 2051.96 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $3.8M | +2% | 14k | 263.83 |
|
| Abbott Laboratories (ABT) | 0.4 | $3.7M | +4% | 33k | 114.01 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.4 | $3.6M | 25k | 142.04 |
|
|
| Costco Wholesale Corporation (COST) | 0.4 | $3.5M | +3% | 3.9k | 886.52 |
|
| Visa Com Cl A (V) | 0.4 | $3.4M | +24% | 13k | 274.95 |
|
| Broadcom (AVGO) | 0.4 | $3.4M | +836% | 20k | 172.50 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.4 | $3.4M | 52k | 64.74 |
|
|
| Zoetis Cl A (ZTS) | 0.4 | $3.3M | +13% | 17k | 195.39 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.4 | $3.3M | 26k | 128.20 |
|
|
| Automatic Data Processing (ADP) | 0.3 | $3.2M | +6% | 12k | 278.13 |
|
| Coca-Cola Company (KO) | 0.3 | $3.1M | -5% | 43k | 72.34 |
|
| Texas Instruments Incorporated (TXN) | 0.3 | $3.1M | +3% | 15k | 206.57 |
|
| Philip Morris International (PM) | 0.3 | $3.1M | +3% | 26k | 121.40 |
|
| Amphenol Corp Cl A (APH) | 0.3 | $3.0M | -6% | 47k | 65.16 |
|
| Amgen (AMGN) | 0.3 | $3.0M | 9.4k | 322.20 |
|
|
| Walt Disney Company (DIS) | 0.3 | $3.0M | +3% | 31k | 96.19 |
|
| Chevron Corporation (CVX) | 0.3 | $2.9M | 20k | 147.27 |
|
|
| Kla Corp Com New (KLAC) | 0.3 | $2.8M | +5% | 3.7k | 774.51 |
|
| Enterprise Products Partners (EPD) | 0.3 | $2.7M | 94k | 29.11 |
|
|
| Servicenow (NOW) | 0.3 | $2.7M | -11% | 3.0k | 894.39 |
|
| W.W. Grainger (GWW) | 0.3 | $2.6M | 2.5k | 1038.81 |
|
|
| AeroVironment (AVAV) | 0.3 | $2.6M | -5% | 13k | 200.50 |
|
| Nike CL B (NKE) | 0.3 | $2.5M | -4% | 29k | 88.77 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $2.5M | 9.4k | 264.09 |
|
|
| Netflix (NFLX) | 0.3 | $2.4M | +11% | 3.4k | 709.17 |
|
| Waste Management (WM) | 0.3 | $2.4M | +4% | 12k | 207.60 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.3 | $2.4M | 29k | 83.00 |
|
|
| Merck & Co (MRK) | 0.3 | $2.3M | -2% | 21k | 113.56 |
|
| Cyberark Software SHS (CYBR) | 0.2 | $2.3M | -8% | 7.8k | 291.61 |
|
| Lowe's Companies (LOW) | 0.2 | $2.2M | 8.2k | 270.85 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $2.2M | NEW | 28k | 78.05 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $2.2M | -4% | 26k | 84.53 |
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $2.1M | +388% | 4.4k | 491.26 |
|
| Broadridge Financial Solutions (BR) | 0.2 | $2.1M | 9.8k | 215.91 |
|
|
| Bank of America Corporation (BAC) | 0.2 | $2.1M | +10% | 53k | 39.68 |
|
| NVR (NVR) | 0.2 | $2.1M | NEW | 214.00 | 9811.80 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.2 | $2.1M | 18k | 113.24 |
|
|
| Starbucks Corporation (SBUX) | 0.2 | $2.0M | -20% | 21k | 97.49 |
|
| Williams Companies (WMB) | 0.2 | $2.0M | +8% | 44k | 45.65 |
|
| Wal-Mart Stores (WMT) | 0.2 | $2.0M | 25k | 80.75 |
|
|
| PNC Financial Services (PNC) | 0.2 | $1.9M | +6% | 10k | 184.85 |
|
| Fiserv (FI) | 0.2 | $1.9M | +56% | 11k | 179.65 |
|
| Oracle Corporation (ORCL) | 0.2 | $1.9M | +13% | 11k | 170.40 |
|
| Verisk Analytics (VRSK) | 0.2 | $1.8M | 6.9k | 267.98 |
|
|
| CommVault Systems (CVLT) | 0.2 | $1.8M | -3% | 12k | 153.85 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $1.8M | +3% | 2.9k | 618.57 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.2 | $1.8M | NEW | 18k | 100.72 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $1.7M | 7.8k | 220.88 |
|
|
| Hca Holdings (HCA) | 0.2 | $1.7M | NEW | 4.3k | 406.43 |
|
| Pfizer (PFE) | 0.2 | $1.6M | +9% | 57k | 28.94 |
|
| AmerisourceBergen (COR) | 0.2 | $1.6M | 7.3k | 225.08 |
|
|
| United Parcel Service CL B (UPS) | 0.2 | $1.6M | 12k | 136.34 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $1.6M | +5% | 9.2k | 173.67 |
|
| Cigna Corp (CI) | 0.2 | $1.6M | +588% | 4.6k | 346.45 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $1.6M | -5% | 10k | 153.13 |
|
| Microchip Technology (MCHP) | 0.2 | $1.6M | -5% | 20k | 80.29 |
|
| Verizon Communications (VZ) | 0.2 | $1.6M | +82% | 35k | 44.91 |
|
| At&t (T) | 0.2 | $1.6M | +192% | 71k | 22.00 |
|
| Ishares Core Msci Emkt (IEMG) | 0.2 | $1.5M | NEW | 27k | 57.41 |
|
| Medpace Hldgs (MEDP) | 0.2 | $1.5M | -3% | 4.6k | 333.80 |
|
| Mondelez Intl Cl A (MDLZ) | 0.2 | $1.5M | +11% | 21k | 73.67 |
|
| Ross Stores (ROST) | 0.2 | $1.5M | 10k | 150.51 |
|
|
| Copart (CPRT) | 0.2 | $1.5M | +198% | 29k | 52.40 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $1.5M | 16k | 95.75 |
|
|
| Air Products & Chemicals (APD) | 0.2 | $1.5M | +6% | 5.0k | 297.74 |
|
| Guidewire Software (GWRE) | 0.2 | $1.5M | -2% | 8.1k | 182.94 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $1.5M | +12% | 9.6k | 154.01 |
|
| Manhattan Associates (MANH) | 0.2 | $1.5M | -21% | 5.2k | 281.38 |
|
| Sherwin-Williams Company (SHW) | 0.2 | $1.4M | +2% | 3.8k | 381.64 |
|
| Us Bancorp Del Com New (USB) | 0.2 | $1.4M | 31k | 45.73 |
|
|
| SYSCO Corporation (SYY) | 0.2 | $1.4M | +7% | 18k | 78.06 |
|
| Constellation Brands Cl A (STZ) | 0.2 | $1.4M | +98% | 5.4k | 257.69 |
|
| Danaher Corporation (DHR) | 0.2 | $1.4M | 5.0k | 278.02 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $1.4M | 11k | 125.62 |
|
|
| American Express Company (AXP) | 0.1 | $1.4M | 5.0k | 271.20 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $1.3M | +10% | 32k | 41.77 |
|
| Norfolk Southern (NSC) | 0.1 | $1.3M | 5.4k | 248.50 |
|
|
| RBC Bearings Incorporated (RBC) | 0.1 | $1.3M | -3% | 4.4k | 299.38 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $1.3M | 6.5k | 197.17 |
|
|
| salesforce (CRM) | 0.1 | $1.3M | +17% | 4.7k | 273.71 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.3M | +2% | 20k | 62.32 |
|
| Medtronic SHS (MDT) | 0.1 | $1.2M | +4% | 14k | 90.03 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $1.2M | 77k | 16.05 |
|
|
| Nextera Energy (NEE) | 0.1 | $1.2M | +31% | 14k | 84.53 |
|
| Caterpillar (CAT) | 0.1 | $1.2M | +15% | 3.1k | 391.12 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $1.2M | 11k | 106.12 |
|
|
| Arch Cap Group Ord (ACGL) | 0.1 | $1.2M | NEW | 10k | 111.88 |
|
| Fortinet (FTNT) | 0.1 | $1.2M | -36% | 15k | 77.55 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $1.1M | +139% | 15k | 75.11 |
|
| ResMed (RMD) | 0.1 | $1.1M | -9% | 4.7k | 244.12 |
|
| CNO Financial (CNO) | 0.1 | $1.1M | 32k | 35.10 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $1.1M | +7% | 6.0k | 188.58 |
|
| FactSet Research Systems (FDS) | 0.1 | $1.1M | +2% | 2.4k | 459.85 |
|
| Nice Sponsored Adr (NICE) | 0.1 | $1.1M | -3% | 6.4k | 173.67 |
|
| Emerson Electric (EMR) | 0.1 | $1.1M | 9.8k | 109.37 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1.1M | 4.5k | 237.91 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $1.0M | +10% | 8.7k | 119.07 |
|
| Honeywell International (HON) | 0.1 | $1.0M | +3% | 5.0k | 206.71 |
|
| Bio-techne Corporation (TECH) | 0.1 | $1.0M | -3% | 13k | 79.93 |
|
| Qualys (QLYS) | 0.1 | $1.0M | -3% | 7.9k | 128.46 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $1.0M | 15k | 67.27 |
|
|
| Cimpress Shs Euro (CMPR) | 0.1 | $975k | 12k | 81.92 |
|
|
| IDEXX Laboratories (IDXX) | 0.1 | $969k | -30% | 1.9k | 505.22 |
|
| Provident Financial Services (PFS) | 0.1 | $959k | 52k | 18.56 |
|
|
| Spotify Technology S A SHS (SPOT) | 0.1 | $957k | 2.6k | 368.53 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $955k | 2.5k | 383.93 |
|
|
| CoStar (CSGP) | 0.1 | $953k | 13k | 75.44 |
|
|
| Goldman Sachs Etf Tr Access Us Agrat (GCOR) | 0.1 | $953k | 22k | 42.50 |
|
|
| Applied Materials (AMAT) | 0.1 | $950k | +110% | 4.7k | 202.05 |
|
| Equinix (EQIX) | 0.1 | $948k | +2% | 1.1k | 887.63 |
|
| Cognyte Software Ord Shs (CGNT) | 0.1 | $944k | -3% | 139k | 6.79 |
|
| State Street Corporation (STT) | 0.1 | $939k | -3% | 11k | 88.47 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $938k | +16% | 1.8k | 517.78 |
|
| Synopsys (SNPS) | 0.1 | $935k | -4% | 1.8k | 506.39 |
|
| Cme (CME) | 0.1 | $930k | +45% | 4.2k | 220.63 |
|
| Ball Corporation (BALL) | 0.1 | $929k | -3% | 14k | 67.91 |
|
| Morningstar (MORN) | 0.1 | $929k | -3% | 2.9k | 319.12 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $923k | NEW | 13k | 71.73 |
|
| Keurig Dr Pepper (KDP) | 0.1 | $916k | +54% | 24k | 37.48 |
|
| Qualcomm (QCOM) | 0.1 | $915k | -37% | 5.4k | 170.05 |
|
| Goldman Sachs (GS) | 0.1 | $907k | -8% | 1.8k | 495.11 |
|
| Advanced Micro Devices (AMD) | 0.1 | $906k | +6% | 5.5k | 164.08 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $898k | -14% | 1.5k | 587.49 |
|
| Progressive Corporation (PGR) | 0.1 | $894k | +103% | 3.5k | 253.73 |
|
| Applovin Corp Com Cl A (APP) | 0.1 | $893k | -17% | 6.8k | 130.55 |
|
| Eaton Corp SHS (ETN) | 0.1 | $890k | +22% | 2.7k | 331.44 |
|
| International Business Machines (IBM) | 0.1 | $889k | +3% | 4.0k | 221.08 |
|
| Moody's Corporation (MCO) | 0.1 | $876k | +2% | 1.8k | 474.59 |
|
| Jack Henry & Associates (JKHY) | 0.1 | $872k | 4.9k | 176.54 |
|
|
| New Jersey Resources Corporation (NJR) | 0.1 | $852k | 18k | 47.65 |
|
|
| Ameriprise Financial (AMP) | 0.1 | $842k | +2% | 1.8k | 469.81 |
|
| Deere & Company (DE) | 0.1 | $841k | +5% | 2.0k | 417.33 |
|
| Digital Realty Trust (DLR) | 0.1 | $839k | +2% | 5.2k | 161.83 |
|
| Trust For Professional Man Jensen Quality | 0.1 | $836k | NEW | 32k | 26.55 |
|
| Gildan Activewear Inc Com Cad (GIL) | 0.1 | $836k | +2% | 18k | 47.11 |
|
| Reinsurance Grp Of America I Com New (RGA) | 0.1 | $828k | +3% | 3.8k | 217.87 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $821k | 7.1k | 115.30 |
|
|
| Repligen Corporation (RGEN) | 0.1 | $821k | -3% | 5.5k | 148.82 |
|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.1 | $813k | -5% | 22k | 36.40 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $791k | 4.2k | 189.80 |
|
|
| Wells Fargo & Company (WFC) | 0.1 | $790k | +14% | 14k | 56.49 |
|
| Service Corporation International (SCI) | 0.1 | $785k | -4% | 9.9k | 78.93 |
|
| White Mountains Insurance Gp (WTM) | 0.1 | $763k | NEW | 450.00 | 1696.20 |
|
| Tradeweb Mkts Cl A (TW) | 0.1 | $763k | -3% | 6.2k | 123.67 |
|
| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.1 | $758k | NEW | 24k | 32.27 |
|
| Veeva Sys Cl A Com (VEEV) | 0.1 | $758k | -2% | 3.6k | 209.87 |
|
| Toast Cl A (TOST) | 0.1 | $751k | 27k | 28.31 |
|
|
| Union Pacific Corporation (UNP) | 0.1 | $750k | +21% | 3.0k | 246.48 |
|
| Boeing Company (BA) | 0.1 | $747k | +17% | 4.9k | 152.04 |
|
| Liveramp Holdings (RAMP) | 0.1 | $742k | +38% | 30k | 24.78 |
|
| Southern Company (SO) | 0.1 | $732k | +31% | 8.1k | 90.18 |
|
| American Electric Power Company (AEP) | 0.1 | $731k | 7.1k | 102.60 |
|
|
| Nano Nuclear Energy (NNE) | 0.1 | $721k | NEW | 50k | 14.41 |
|
| Fair Isaac Corporation (FICO) | 0.1 | $707k | NEW | 364.00 | 1943.52 |
|
| Staar Surgical Com Par $0.01 (STAA) | 0.1 | $699k | +12% | 19k | 37.15 |
|
| Cisco Systems (CSCO) | 0.1 | $686k | +21% | 13k | 53.22 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $685k | +9% | 5.7k | 121.16 |
|
| Cognex Corporation (CGNX) | 0.1 | $684k | -4% | 17k | 40.50 |
|
| Gentex Corporation (GNTX) | 0.1 | $680k | -3% | 23k | 29.69 |
|
| Linde SHS (LIN) | 0.1 | $674k | +11% | 1.4k | 476.86 |
|
| Icon SHS (ICLR) | 0.1 | $670k | NEW | 2.3k | 287.31 |
|
| Blackbaud (BLKB) | 0.1 | $670k | -3% | 7.9k | 84.68 |
|
| Hims & Hers Health Com Cl A (HIMS) | 0.1 | $667k | 36k | 18.42 |
|
|
| Phreesia (PHR) | 0.1 | $661k | 29k | 22.79 |
|
|
| TJX Companies (TJX) | 0.1 | $661k | +11% | 5.6k | 117.54 |
|
| Global Payments (GPN) | 0.1 | $658k | 6.4k | 102.42 |
|
|
| Anthem (ELV) | 0.1 | $652k | +5% | 1.3k | 520.00 |
|
| Neogen Corporation (NEOG) | 0.1 | $648k | +38% | 39k | 16.81 |
|
| Msci (MSCI) | 0.1 | $640k | 1.1k | 582.93 |
|
|
| Kornit Digital SHS (KRNT) | 0.1 | $637k | -3% | 25k | 25.84 |
|
| Cadence Design Systems (CDNS) | 0.1 | $632k | +142% | 2.3k | 271.03 |
|
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.1 | $631k | +87% | 27k | 23.30 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $628k | NEW | 1.6k | 389.12 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.1 | $613k | NEW | 17k | 36.58 |
|
| Hubspot (HUBS) | 0.1 | $609k | -7% | 1.1k | 531.60 |
|
| S&T Ban (STBA) | 0.1 | $609k | 15k | 41.97 |
|
|
| Morgan Stanley Com New (MS) | 0.1 | $598k | +16% | 5.7k | 104.24 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $596k | +17% | 12k | 51.74 |
|
| Analog Devices (ADI) | 0.1 | $586k | +7% | 2.5k | 230.17 |
|
| Dex (DXCM) | 0.1 | $585k | -8% | 8.7k | 67.04 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $580k | 4.0k | 143.49 |
|
|
| Markel Corporation (MKL) | 0.1 | $577k | NEW | 368.00 | 1568.58 |
|
| Baxter International (BAX) | 0.1 | $566k | NEW | 15k | 38.02 |
|
| Palo Alto Networks (PANW) | 0.1 | $566k | 1.7k | 341.80 |
|
|
| Aspen Technology (AZPN) | 0.1 | $553k | -3% | 2.3k | 238.82 |
|
| SPS Commerce (SPSC) | 0.1 | $549k | -3% | 2.8k | 194.17 |
|
| Edwards Lifesciences (EW) | 0.1 | $549k | NEW | 8.3k | 65.99 |
|
| Micron Technology (MU) | 0.1 | $544k | 5.2k | 103.71 |
|
|
| Cdw (CDW) | 0.1 | $542k | +2% | 2.4k | 226.30 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $536k | +32% | 917.00 | 584.56 |
|
| Paycom Software (PAYC) | 0.1 | $527k | +12% | 3.2k | 166.57 |
|
| American Tower Reit (AMT) | 0.1 | $527k | +23% | 2.3k | 232.56 |
|
| Ishares Msci Eurzone Etf (EZU) | 0.1 | $522k | 10k | 52.23 |
|
|
| Kkr & Co (KKR) | 0.1 | $516k | +7% | 4.0k | 130.58 |
|
| Public Service Enterprise (PEG) | 0.1 | $514k | +3% | 5.8k | 89.21 |
|
| CMS Energy Corporation (CMS) | 0.1 | $509k | NEW | 7.2k | 70.63 |
|
| Corteva (CTVA) | 0.1 | $505k | 8.6k | 58.79 |
|
|
| Altria (MO) | 0.1 | $494k | -11% | 9.7k | 51.04 |
|
| O'reilly Automotive (ORLY) | 0.1 | $486k | +76% | 422.00 | 1151.60 |
|
| Metropcs Communications (TMUS) | 0.1 | $482k | +31% | 2.3k | 206.36 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $479k | +5% | 7.4k | 64.81 |
|
| Allstate Corporation (ALL) | 0.1 | $476k | NEW | 2.5k | 189.89 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $470k | 4.0k | 117.29 |
|
|
| Ansys (ANSS) | 0.0 | $456k | -24% | 1.4k | 318.63 |
|
| General Motors Company (GM) | 0.0 | $451k | +34% | 10k | 44.84 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $449k | 30k | 14.86 |
|
|
| Zscaler Incorporated (ZS) | 0.0 | $449k | 2.6k | 170.94 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $448k | +32% | 7.1k | 62.88 |
|
| Goldman Sachs Etf Tr Access Invt Gr (GIGB) | 0.0 | $439k | +11% | 9.3k | 47.32 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $430k | 1.5k | 284.03 |
|
|
| Nasdaq Omx (NDAQ) | 0.0 | $425k | +24% | 5.8k | 73.01 |
|
| ConocoPhillips (COP) | 0.0 | $422k | +45% | 4.0k | 105.28 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $417k | NEW | 500.00 | 833.25 |
|
| Constellation Energy (CEG) | 0.0 | $415k | +4% | 1.6k | 259.99 |
|
| S&p Global (SPGI) | 0.0 | $413k | +13% | 799.00 | 516.62 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $404k | 5.7k | 71.10 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $403k | 3.6k | 111.80 |
|
|
| Workday Cl A (WDAY) | 0.0 | $398k | +5% | 1.6k | 244.41 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $390k | +47% | 617.00 | 631.82 |
|
| CBOE Holdings (CBOE) | 0.0 | $384k | NEW | 1.9k | 204.82 |
|
| Intercontinental Exchange (ICE) | 0.0 | $381k | NEW | 2.4k | 160.67 |
|
| Hershey Company (HSY) | 0.0 | $379k | +14% | 2.0k | 191.78 |
|
| Dupont De Nemours (DD) | 0.0 | $375k | +11% | 4.2k | 89.10 |
|
| V.F. Corporation (VFC) | 0.0 | $373k | 19k | 19.95 |
|
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $372k | 8.2k | 45.51 |
|
|
| Arista Networks (ANET) | 0.0 | $372k | +8% | 968.00 | 383.82 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $370k | 1.9k | 198.87 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $367k | +43% | 790.00 | 465.08 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $364k | 2.1k | 174.57 |
|
|
| Lennar Corp Cl A (LEN) | 0.0 | $363k | +3% | 1.9k | 187.48 |
|
| PPL Corporation (PPL) | 0.0 | $361k | +19% | 11k | 33.33 |
|
| Ge Vernova (GEV) | 0.0 | $361k | +14% | 1.4k | 254.98 |
|
| Enova Intl (ENVA) | 0.0 | $357k | 4.3k | 83.79 |
|
|
| Prologis (PLD) | 0.0 | $351k | +41% | 2.8k | 126.28 |
|
| D.R. Horton (DHI) | 0.0 | $347k | +18% | 1.8k | 190.77 |
|
| Cummins (CMI) | 0.0 | $346k | +11% | 1.1k | 323.79 |
|
| Chubb (CB) | 0.0 | $342k | +4% | 1.2k | 289.20 |
|
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $335k | -2% | 1.0k | 324.08 |
|
| Target Corporation (TGT) | 0.0 | $334k | +48% | 2.1k | 155.86 |
|
| Ferguson Enterprises Common Stock New (FERG) | 0.0 | $334k | NEW | 1.7k | 198.57 |
|
| Cerence (CRNC) | 0.0 | $329k | -3% | 104k | 3.15 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $328k | 1.8k | 179.16 |
|
|
| American Intl Group Com New (AIG) | 0.0 | $324k | NEW | 4.4k | 73.23 |
|
| Booking Holdings (BKNG) | 0.0 | $324k | +14% | 77.00 | 4212.12 |
|
| Ishares Tr U.s. Bas Mtl Etf (IYM) | 0.0 | $321k | 2.1k | 150.19 |
|
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $317k | 3.3k | 95.94 |
|
|
| Ishares Tr Intl Eqty Factor (INTF) | 0.0 | $314k | NEW | 10k | 31.43 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $313k | +30% | 298.00 | 1051.24 |
|
| Aurinia Pharmaceuticals (AUPH) | 0.0 | $312k | 43k | 7.33 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $308k | +6% | 3.8k | 80.49 |
|
| Datadog Cl A Com (DDOG) | 0.0 | $307k | 2.7k | 115.06 |
|
|
| Chipotle Mexican Grill (CMG) | 0.0 | $301k | +3% | 5.2k | 57.62 |
|
| Global X Fds Global X Uranium (URA) | 0.0 | $299k | -47% | 10k | 28.61 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $297k | +5% | 3.2k | 93.85 |
|
| Paychex (PAYX) | 0.0 | $291k | NEW | 2.2k | 134.19 |
|
| 3M Company (MMM) | 0.0 | $290k | -13% | 2.1k | 136.70 |
|
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.0 | $288k | 1.8k | 162.76 |
|
|
| Realty Income (O) | 0.0 | $287k | NEW | 4.5k | 63.42 |
|
| Nucor Corporation (NUE) | 0.0 | $282k | 1.9k | 150.34 |
|
|
| Prudential Financial (PRU) | 0.0 | $279k | +2% | 2.3k | 121.10 |
|
| MetLife (MET) | 0.0 | $278k | +5% | 3.4k | 82.48 |
|
| M&T Bank Corporation (MTB) | 0.0 | $276k | 1.6k | 178.12 |
|
|
| Discover Financial Services (DFS) | 0.0 | $274k | +2% | 2.0k | 140.29 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $271k | +5% | 2.6k | 103.81 |
|
| Ncino (NCNO) | 0.0 | $266k | NEW | 8.4k | 31.59 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $266k | 1.1k | 248.60 |
|
|
| Ametek (AME) | 0.0 | $263k | +5% | 1.5k | 171.71 |
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $263k | 5.9k | 44.46 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $262k | NEW | 1.0k | 262.07 |
|
| Autodesk (ADSK) | 0.0 | $262k | NEW | 950.00 | 275.48 |
|
| Oneok (OKE) | 0.0 | $261k | NEW | 2.9k | 91.13 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $260k | 1.9k | 135.07 |
|
|
| Crown Castle Intl (CCI) | 0.0 | $259k | NEW | 2.2k | 118.63 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $258k | +8% | 3.1k | 83.80 |
|
| Ishares Tr Global Energ Etf (IXC) | 0.0 | $257k | 6.4k | 40.48 |
|
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $255k | NEW | 5.1k | 49.92 |
|
| Genpact SHS (G) | 0.0 | $255k | NEW | 6.5k | 39.21 |
|
| Simon Property (SPG) | 0.0 | $255k | +7% | 1.5k | 169.02 |
|
| Cgi Cl A Sub Vtg (GIB) | 0.0 | $254k | NEW | 2.2k | 115.21 |
|
| Marvell Technology (MRVL) | 0.0 | $253k | +9% | 3.5k | 72.12 |
|
| Gilead Sciences (GILD) | 0.0 | $251k | NEW | 3.0k | 83.84 |
|
| Brooks Automation (AZTA) | 0.0 | $251k | -5% | 5.2k | 48.44 |
|
| Sempra Energy (SRE) | 0.0 | $249k | NEW | 3.0k | 83.63 |
|
| Citigroup Com New (C) | 0.0 | $248k | 4.0k | 62.60 |
|
|
| Cardinal Health (CAH) | 0.0 | $247k | 2.2k | 110.52 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $244k | 2.9k | 83.64 |
|
|
| Hess (HES) | 0.0 | $242k | +2% | 1.8k | 135.80 |
|
| Raymond James Financial (RJF) | 0.0 | $240k | +14% | 2.0k | 122.46 |
|
| Avery Dennison Corporation (AVY) | 0.0 | $236k | -7% | 1.1k | 220.76 |
|
| Citizens Financial (CFG) | 0.0 | $236k | 5.7k | 41.07 |
|
|
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.0 | $234k | NEW | 4.8k | 48.81 |
|
| Travelers Companies (TRV) | 0.0 | $233k | NEW | 993.00 | 234.12 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $232k | 4.1k | 57.22 |
|
|
| Motorola Solutions Com New (MSI) | 0.0 | $230k | NEW | 511.00 | 449.63 |
|
| Key (KEY) | 0.0 | $229k | NEW | 14k | 16.75 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $229k | 700.00 | 326.66 |
|
|
| Iron Mountain (IRM) | 0.0 | $227k | NEW | 1.9k | 119.55 |
|
| Becton, Dickinson and (BDX) | 0.0 | $226k | NEW | 937.00 | 241.10 |
|
| CSX Corporation (CSX) | 0.0 | $225k | NEW | 6.5k | 34.53 |
|
| Ishares Tr Global Tech Etf (IXN) | 0.0 | $223k | 2.7k | 82.53 |
|
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $222k | 1.7k | 132.25 |
|
|
| Hp (HPQ) | 0.0 | $222k | NEW | 6.1k | 36.15 |
|
| Vanguard World Financials Etf (VFH) | 0.0 | $222k | 2.0k | 110.46 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $220k | NEW | 1.6k | 135.03 |
|
| Wright Express (WEX) | 0.0 | $220k | -12% | 1.0k | 209.73 |
|
| Trane Technologies SHS (TT) | 0.0 | $220k | NEW | 565.00 | 388.73 |
|
| Diamondback Energy (FANG) | 0.0 | $218k | NEW | 1.3k | 172.40 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.0 | $218k | NEW | 3.5k | 61.55 |
|
| General Dynamics Corporation (GD) | 0.0 | $217k | NEW | 718.00 | 302.20 |
|
| Martin Marietta Materials (MLM) | 0.0 | $216k | NEW | 401.00 | 538.25 |
|
| Kinder Morgan (KMI) | 0.0 | $213k | NEW | 9.7k | 22.09 |
|
| Golub Capital BDC (GBDC) | 0.0 | $213k | 14k | 15.11 |
|
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $211k | NEW | 3.3k | 65.00 |
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $211k | -14% | 1.9k | 108.64 |
|
| Aramark Hldgs (ARMK) | 0.0 | $211k | NEW | 5.4k | 38.73 |
|
| Phillips 66 (PSX) | 0.0 | $210k | NEW | 1.6k | 131.45 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $208k | +3% | 1.3k | 162.91 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $207k | NEW | 727.00 | 284.00 |
|
| Dominion Resources (D) | 0.0 | $206k | NEW | 3.6k | 57.79 |
|
| Amylyx Pharmaceuticals (AMLX) | 0.0 | $162k | 50k | 3.24 |
|
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $154k | +32% | 19k | 8.25 |
|
| Braskem S A Sp Adr Pfd A (BAK) | 0.0 | $150k | NEW | 20k | 7.34 |
|
| Ecopetrol S A Sponsored Ads (EC) | 0.0 | $136k | NEW | 15k | 8.93 |
|
| Vale S A Sponsored Ads (VALE) | 0.0 | $131k | NEW | 11k | 11.68 |
|
| Sasol Sponsored Adr (SSL) | 0.0 | $129k | NEW | 19k | 6.76 |
|
| Origin Agritech Shs New (SEED) | 0.0 | $126k | 42k | 3.04 |
|
|
| Sibanye Stillwater Sponsored Adr (SBSW) | 0.0 | $122k | +196% | 30k | 4.11 |
|
| PetMed Express (PETS) | 0.0 | $88k | 24k | 3.68 |
|
|
| Sangoma Technologies Corp Com New (SANG) | 0.0 | $55k | 10k | 5.54 |
|
|
| Evolv Technologies Hldngs In Com Cl A (EVLV) | 0.0 | $43k | 11k | 4.05 |
|
|
| Invesco Van Kampen Senior Income Trust (VVR) | 0.0 | $42k | 10k | 4.07 |
|
Past Filings by Legacy Advisors
SEC 13F filings are viewable for Legacy Advisors going back to 2017
- 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
- 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