Legacy Advisors
Latest statistics and disclosures from Legacy Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MTZ, VERX, JGRW, AAPL, IWB, and represent 29.42% of Legacy Advisors's stock portfolio.
- Added to shares of these 10 stocks: JGRW (+$44M), MTZ (+$11M), AAPL (+$6.1M), NVDA, MSFT, APH, AMZN, MCO, SCHD, IJR.
- Started 53 new stock positions in SEIC, XLU, VOD, RCL, EG, CHPT, FDX, BIL, FLUT, GBIL.
- Reduced shares in these 10 stocks: VERX (-$41M), IVV, SGOV, KO, LLY, BALL, JNJ, SBUX, BTI, DUK.
- Sold out of its positions in AMLX, ANSS, ARMK, ANET, BALL, BTI, CBOE, CMS, CHTR, CCI. FCX, HPQ, IYH, SGOV, MPC, PETS, PSX, TRV, VGLT.
- Legacy Advisors was a net buyer of stock by $59M.
- Legacy Advisors has $1.0B in assets under management (AUM), dropping by 11.58%.
- Central Index Key (CIK): 0001720969
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Portfolio Holdings for Legacy Advisors
Legacy Advisors holds 410 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| MasTec (MTZ) | 10.8 | $112M | +10% | 819k | 136.14 |
|
| Vertex Cl A (VERX) | 7.2 | $75M | -35% | 1.4M | 53.35 |
|
| Trust For Professional Man Jensen Quality (JGRW) | 4.3 | $45M | +5368% | 1.7M | 25.91 |
|
| Apple (AAPL) | 4.2 | $43M | +16% | 172k | 250.42 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 2.8 | $29M | +3% | 91k | 322.16 |
|
| Microsoft Corporation (MSFT) | 2.5 | $26M | +7% | 62k | 421.50 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 2.3 | $24M | +6% | 205k | 115.22 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.2 | $23M | +3% | 39k | 586.07 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 2.2 | $23M | -9% | 39k | 588.68 |
|
| Meta Platforms Cl A (META) | 2.1 | $22M | +3% | 37k | 585.52 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 2.0 | $20M | 229k | 88.40 |
|
|
| Amazon (AMZN) | 1.9 | $19M | +9% | 87k | 219.39 |
|
| NVIDIA Corporation (NVDA) | 1.6 | $16M | +26% | 119k | 134.29 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $15M | +2% | 80k | 189.30 |
|
| Select Sector Spdr Tr Technology (XLK) | 1.2 | $12M | 52k | 232.52 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $12M | +6% | 26k | 453.28 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.1 | $12M | +7% | 22k | 538.81 |
|
| Ishares Tr S&p 100 Etf (OEF) | 1.0 | $9.9M | 34k | 288.85 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.9 | $9.7M | 17k | 569.59 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.9 | $9.7M | +12% | 19k | 511.22 |
|
| Bentley Sys Com Cl B (BSY) | 0.9 | $9.0M | 193k | 46.70 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $8.3M | +16% | 46k | 180.23 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.8 | $8.2M | 238k | 34.59 |
|
|
| Tesla Motors (TSLA) | 0.8 | $8.1M | +4% | 20k | 403.84 |
|
| Johnson & Johnson (JNJ) | 0.8 | $8.0M | -9% | 55k | 144.62 |
|
| Uber Technologies (UBER) | 0.7 | $7.1M | +2% | 117k | 60.32 |
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $6.4M | +6% | 27k | 239.71 |
|
| UnitedHealth (UNH) | 0.6 | $6.3M | 12k | 505.86 |
|
|
| Marsh & McLennan Companies (MMC) | 0.6 | $6.0M | 28k | 212.41 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.6 | $5.8M | +3% | 16k | 351.78 |
|
| Mastercard Incorporated Cl A (MA) | 0.6 | $5.7M | +5% | 11k | 526.57 |
|
| McDonald's Corporation (MCD) | 0.5 | $5.5M | 19k | 289.88 |
|
|
| Fulton Financial (FULT) | 0.5 | $5.5M | 281k | 19.46 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $5.2M | 22k | 242.13 |
|
|
| Roblox Corp Cl A (RBLX) | 0.5 | $5.0M | 87k | 57.86 |
|
|
| Amphenol Corp Cl A (APH) | 0.5 | $5.0M | +53% | 72k | 69.61 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $5.0M | +3% | 12k | 401.58 |
|
| Eli Lilly & Co. (LLY) | 0.5 | $4.9M | -16% | 6.4k | 771.98 |
|
| Home Depot (HD) | 0.5 | $4.8M | 12k | 388.99 |
|
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| Pepsi (PEP) | 0.5 | $4.7M | 31k | 153.43 |
|
|
| Broadcom (AVGO) | 0.4 | $4.6M | 20k | 231.84 |
|
|
| Visa Com Cl A (V) | 0.4 | $4.4M | +12% | 14k | 316.04 |
|
| Intuit (INTU) | 0.4 | $4.2M | +5% | 6.7k | 628.49 |
|
| Stryker Corporation (SYK) | 0.4 | $4.0M | 11k | 360.05 |
|
|
| Zoetis Cl A (ZTS) | 0.4 | $3.8M | +39% | 24k | 162.93 |
|
| Procter & Gamble Company (PG) | 0.4 | $3.8M | -9% | 23k | 167.65 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.4 | $3.8M | +15% | 30k | 127.59 |
|
| Equifax (EFX) | 0.4 | $3.8M | 15k | 254.85 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $3.7M | 14k | 264.13 |
|
|
| Abbvie (ABBV) | 0.4 | $3.7M | -4% | 21k | 177.70 |
|
| Abbott Laboratories (ABT) | 0.4 | $3.7M | 33k | 113.11 |
|
|
| Walt Disney Company (DIS) | 0.4 | $3.7M | +6% | 33k | 111.35 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $3.6M | 3.9k | 916.23 |
|
|
| Exxon Mobil Corporation (XOM) | 0.3 | $3.5M | -8% | 33k | 107.57 |
|
| Servicenow (NOW) | 0.3 | $3.3M | +5% | 3.2k | 1060.12 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.3 | $3.3M | 25k | 132.10 |
|
|
| Netflix (NFLX) | 0.3 | $3.3M | +6% | 3.7k | 891.20 |
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| Automatic Data Processing (ADP) | 0.3 | $3.3M | -4% | 11k | 294.26 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.3 | $3.2M | +5% | 55k | 58.93 |
|
| Philip Morris International (PM) | 0.3 | $3.2M | +4% | 27k | 120.35 |
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| MercadoLibre (MELI) | 0.3 | $3.2M | +2% | 1.9k | 1700.44 |
|
| Chevron Corporation (CVX) | 0.3 | $3.2M | +12% | 22k | 144.84 |
|
| Verisk Analytics (VRSK) | 0.3 | $3.1M | +61% | 11k | 275.42 |
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| Enterprise Products Partners (EPD) | 0.3 | $2.9M | 93k | 31.36 |
|
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| Texas Instruments Incorporated (TXN) | 0.3 | $2.9M | +3% | 16k | 187.51 |
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| Cyberark Software SHS (CYBR) | 0.3 | $2.7M | 8.0k | 333.15 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $2.5M | 9.4k | 269.70 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $2.5M | +11% | 4.8k | 521.98 |
|
| Bank of America Corporation (BAC) | 0.2 | $2.5M | +8% | 57k | 43.95 |
|
| Moody's Corporation (MCO) | 0.2 | $2.4M | +176% | 5.1k | 473.37 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $2.4M | +122% | 10k | 240.28 |
|
| Waste Management (WM) | 0.2 | $2.4M | +3% | 12k | 201.78 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $2.4M | +36% | 11k | 220.96 |
|
| Wal-Mart Stores (WMT) | 0.2 | $2.4M | +6% | 26k | 90.57 |
|
| Kla Corp Com New (KLAC) | 0.2 | $2.4M | +2% | 3.7k | 630.14 |
|
| Broadridge Financial Solutions (BR) | 0.2 | $2.3M | +4% | 10k | 226.97 |
|
| W.W. Grainger (GWW) | 0.2 | $2.3M | -12% | 2.2k | 1054.05 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $2.3M | +15% | 32k | 70.28 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.2 | $2.2M | 29k | 78.61 |
|
|
| Williams Companies (WMB) | 0.2 | $2.2M | -5% | 41k | 54.12 |
|
| Amgen (AMGN) | 0.2 | $2.2M | -10% | 8.4k | 260.63 |
|
| Fiserv (FI) | 0.2 | $2.2M | 11k | 205.42 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $2.1M | +200% | 77k | 27.32 |
|
| Merck & Co (MRK) | 0.2 | $2.0M | 20k | 100.25 |
|
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.2 | $2.0M | -3% | 17k | 115.54 |
|
| Oracle Corporation (ORCL) | 0.2 | $2.0M | +7% | 12k | 166.64 |
|
| At&t (T) | 0.2 | $2.0M | +22% | 86k | 22.77 |
|
| salesforce (CRM) | 0.2 | $2.0M | +26% | 5.9k | 334.33 |
|
| PNC Financial Services (PNC) | 0.2 | $1.9M | -3% | 10k | 192.85 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $1.9M | 9.4k | 197.49 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $1.8M | +3% | 11k | 172.42 |
|
| CommVault Systems (CVLT) | 0.2 | $1.8M | 12k | 150.91 |
|
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| Cme (CME) | 0.2 | $1.8M | +79% | 7.6k | 238.03 |
|
| Nike CL B (NKE) | 0.2 | $1.8M | -19% | 23k | 76.05 |
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| NVR (NVR) | 0.2 | $1.8M | 214.00 | 8178.90 |
|
|
| Applovin Corp Com Cl A (APP) | 0.2 | $1.7M | -21% | 5.4k | 323.85 |
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| Copart (CPRT) | 0.2 | $1.7M | +3% | 30k | 57.39 |
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| AeroVironment (AVAV) | 0.2 | $1.7M | -13% | 11k | 153.89 |
|
| Lowe's Companies (LOW) | 0.2 | $1.7M | -16% | 6.8k | 246.80 |
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| Msci (MSCI) | 0.2 | $1.7M | +155% | 2.8k | 600.01 |
|
| Coca-Cola Company (KO) | 0.2 | $1.7M | -37% | 27k | 62.26 |
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| Pfizer (PFE) | 0.2 | $1.6M | +6% | 60k | 26.53 |
|
| Medpace Hldgs (MEDP) | 0.2 | $1.6M | +3% | 4.8k | 332.23 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $1.6M | 16k | 101.53 |
|
|
| American Express Company (AXP) | 0.1 | $1.5M | +2% | 5.1k | 296.79 |
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| Cadence Design Systems (CDNS) | 0.1 | $1.5M | +117% | 5.1k | 300.46 |
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| United Parcel Service CL B (UPS) | 0.1 | $1.5M | 12k | 126.10 |
|
|
| Thermo Fisher Scientific (TMO) | 0.1 | $1.5M | -3% | 2.8k | 520.62 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $1.4M | -3% | 74k | 19.59 |
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| Fortinet (FTNT) | 0.1 | $1.4M | +2% | 15k | 94.48 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $1.4M | 27k | 52.22 |
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|
| Us Bancorp Del Com New (USB) | 0.1 | $1.4M | -6% | 29k | 47.83 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $1.4M | 11k | 128.62 |
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| Ross Stores (ROST) | 0.1 | $1.4M | -8% | 9.2k | 151.27 |
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| AmerisourceBergen (COR) | 0.1 | $1.4M | -14% | 6.2k | 224.68 |
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| Verizon Communications (VZ) | 0.1 | $1.4M | 35k | 39.99 |
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| Emerson Electric (EMR) | 0.1 | $1.4M | +12% | 11k | 123.93 |
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| Sherwin-Williams Company (SHW) | 0.1 | $1.4M | +5% | 4.0k | 339.91 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $1.3M | +11% | 36k | 37.53 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $1.3M | 9.8k | 137.57 |
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| RBC Bearings Incorporated (RBC) | 0.1 | $1.3M | 4.5k | 299.14 |
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| Cdw (CDW) | 0.1 | $1.3M | +216% | 7.6k | 174.04 |
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| Cognyte Software Ord Shs (CGNT) | 0.1 | $1.3M | +8% | 150k | 8.65 |
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| Manhattan Associates (MANH) | 0.1 | $1.3M | -8% | 4.8k | 270.24 |
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| Hca Holdings (HCA) | 0.1 | $1.3M | 4.3k | 300.15 |
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| Cigna Corp (CI) | 0.1 | $1.3M | 4.6k | 276.14 |
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| Progressive Corporation (PGR) | 0.1 | $1.3M | +51% | 5.3k | 239.61 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.3M | 20k | 62.31 |
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| Norfolk Southern (NSC) | 0.1 | $1.3M | 5.4k | 234.70 |
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| SYSCO Corporation (SYY) | 0.1 | $1.3M | -9% | 17k | 76.46 |
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| International Business Machines (IBM) | 0.1 | $1.3M | +42% | 5.7k | 219.83 |
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| Starbucks Corporation (SBUX) | 0.1 | $1.2M | -34% | 14k | 91.25 |
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| Nano Nuclear Energy (NNE) | 0.1 | $1.2M | 50k | 24.89 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $1.2M | 6.5k | 190.88 |
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| Guidewire Software (GWRE) | 0.1 | $1.2M | -9% | 7.3k | 168.58 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $1.2M | +62% | 14k | 86.02 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $1.2M | +473% | 23k | 52.16 |
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| FactSet Research Systems (FDS) | 0.1 | $1.2M | +2% | 2.5k | 480.28 |
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| Nice Sponsored Adr (NICE) | 0.1 | $1.2M | +9% | 7.0k | 169.84 |
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| Honeywell International (HON) | 0.1 | $1.2M | +4% | 5.2k | 225.89 |
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| Spotify Technology S A SHS (SPOT) | 0.1 | $1.2M | 2.6k | 447.38 |
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| Air Products & Chemicals (APD) | 0.1 | $1.2M | -19% | 4.0k | 290.04 |
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| Danaher Corporation (DHR) | 0.1 | $1.1M | 5.0k | 229.55 |
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| Caterpillar (CAT) | 0.1 | $1.1M | 3.1k | 362.76 |
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| Nextera Energy (NEE) | 0.1 | $1.1M | +8% | 16k | 71.69 |
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| Ge Aerospace Com New (GE) | 0.1 | $1.1M | +10% | 6.6k | 166.79 |
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| Medtronic SHS (MDT) | 0.1 | $1.1M | 14k | 79.88 |
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| Microchip Technology (MCHP) | 0.1 | $1.1M | 19k | 57.35 |
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| Constellation Brands Cl A (STZ) | 0.1 | $1.1M | -8% | 5.0k | 221.00 |
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| ResMed (RMD) | 0.1 | $1.1M | 4.7k | 228.69 |
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| CNO Financial (CNO) | 0.1 | $1.1M | -10% | 29k | 37.21 |
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| Equinix (EQIX) | 0.1 | $1.0M | +2% | 1.1k | 942.89 |
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| Bio-techne Corporation (TECH) | 0.1 | $1.0M | +11% | 14k | 72.03 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $1.0M | NEW | 11k | 91.43 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.0M | 2.5k | 410.44 |
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| CoStar (CSGP) | 0.1 | $1.0M | +12% | 14k | 71.59 |
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| Deere & Company (DE) | 0.1 | $1.0M | +18% | 2.4k | 423.70 |
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| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $1.0M | 15k | 67.03 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $997k | -20% | 17k | 60.20 |
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| Morningstar (MORN) | 0.1 | $992k | 2.9k | 336.76 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $978k | -10% | 14k | 71.91 |
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| Wells Fargo & Company (WFC) | 0.1 | $976k | 14k | 70.24 |
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| Provident Financial Services (PFS) | 0.1 | $975k | 52k | 18.87 |
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| Goldman Sachs (GS) | 0.1 | $967k | -7% | 1.7k | 572.62 |
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| Arch Cap Group Ord (ACGL) | 0.1 | $959k | 10k | 92.35 |
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| Synopsys (SNPS) | 0.1 | $955k | +6% | 2.0k | 485.36 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $951k | 1.5k | 621.70 |
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| Digital Realty Trust (DLR) | 0.1 | $945k | +2% | 5.3k | 178.54 |
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| Cisco Systems (CSCO) | 0.1 | $944k | +23% | 16k | 59.20 |
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| Toast Cl A (TOST) | 0.1 | $943k | -2% | 26k | 36.45 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $931k | 11k | 84.79 |
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| Wright Express (WEX) | 0.1 | $915k | +398% | 5.2k | 175.32 |
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| Kkr & Co (KKR) | 0.1 | $910k | +55% | 6.2k | 147.92 |
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| Goldman Sachs Etf Tr Access Us Agrat (GCOR) | 0.1 | $905k | 22k | 40.51 |
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| AutoZone (AZO) | 0.1 | $903k | NEW | 282.00 | 3201.42 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $901k | 13k | 70.00 |
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| Repligen Corporation (RGEN) | 0.1 | $892k | +12% | 6.2k | 143.94 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $892k | +36% | 7.7k | 115.72 |
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| Jack Henry & Associates (JKHY) | 0.1 | $885k | +2% | 5.0k | 175.30 |
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| White Mountains Insurance Gp (WTM) | 0.1 | $875k | 450.00 | 1945.06 |
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| Hims & Hers Health Com Cl A (HIMS) | 0.1 | $875k | 36k | 24.18 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $869k | +7% | 2.0k | 444.68 |
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| Cimpress Shs Euro (CMPR) | 0.1 | $854k | 12k | 71.72 |
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| Qualys (QLYS) | 0.1 | $848k | -23% | 6.0k | 140.22 |
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| New Jersey Resources Corporation (NJR) | 0.1 | $842k | 18k | 47.10 |
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| Allstate Corporation (ALL) | 0.1 | $836k | +72% | 4.3k | 193.70 |
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| Boeing Company (BA) | 0.1 | $836k | -3% | 4.7k | 177.00 |
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| Advanced Micro Devices (AMD) | 0.1 | $830k | +24% | 6.9k | 120.79 |
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| Morgan Stanley Com New (MS) | 0.1 | $819k | +13% | 6.5k | 125.72 |
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| Veeva Sys Cl A Com (VEEV) | 0.1 | $806k | +6% | 3.8k | 210.25 |
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| Applied Materials (AMAT) | 0.1 | $803k | +4% | 4.9k | 162.63 |
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| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.1 | $800k | NEW | 8.0k | 100.32 |
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| IDEXX Laboratories (IDXX) | 0.1 | $797k | 1.9k | 413.44 |
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| Cerence (CRNC) | 0.1 | $791k | -3% | 101k | 7.85 |
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| Eaton Corp SHS (ETN) | 0.1 | $789k | -11% | 2.4k | 331.87 |
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| Bristol Myers Squibb (BMY) | 0.1 | $788k | +21% | 14k | 56.56 |
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| Qualcomm (QCOM) | 0.1 | $784k | -5% | 5.1k | 153.62 |
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| Dex (DXCM) | 0.1 | $780k | +15% | 10k | 77.77 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $775k | +76% | 2.7k | 289.81 |
|
| Keurig Dr Pepper (KDP) | 0.1 | $772k | 24k | 32.12 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $772k | 4.2k | 185.13 |
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| Hubspot (HUBS) | 0.1 | $748k | -6% | 1.1k | 696.77 |
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| TJX Companies (TJX) | 0.1 | $741k | +9% | 6.1k | 120.81 |
|
| Fair Isaac Corporation (FICO) | 0.1 | $735k | 369.00 | 1990.93 |
|
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| Reinsurance Grp Of America I Com New (RGA) | 0.1 | $734k | -9% | 3.4k | 213.63 |
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| Southern Company (SO) | 0.1 | $731k | +9% | 8.9k | 82.32 |
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| Phreesia (PHR) | 0.1 | $730k | 29k | 25.16 |
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| Kratos Defense & Sec Solutio Com New (KTOS) | 0.1 | $725k | 28k | 26.38 |
|
|
| General Motors Company (GM) | 0.1 | $720k | +34% | 14k | 53.27 |
|
| Neogen Corporation (NEOG) | 0.1 | $720k | +53% | 59k | 12.14 |
|
| Edwards Lifesciences (EW) | 0.1 | $716k | +16% | 9.7k | 74.03 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $710k | 1.6k | 434.93 |
|
|
| Tradeweb Mkts Cl A (TW) | 0.1 | $707k | -12% | 5.4k | 130.92 |
|
| Service Corporation International (SCI) | 0.1 | $703k | -11% | 8.8k | 79.82 |
|
| W.R. Berkley Corporation (WRB) | 0.1 | $691k | NEW | 12k | 58.52 |
|
| Union Pacific Corporation (UNP) | 0.1 | $687k | 3.0k | 228.04 |
|
|
| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.1 | $683k | 24k | 29.05 |
|
|
| Staar Surgical Com Par $0.01 (STAA) | 0.1 | $670k | +46% | 28k | 24.29 |
|
| Gentex Corporation (GNTX) | 0.1 | $668k | 23k | 28.73 |
|
|
| Blackrock (BLK) | 0.1 | $667k | NEW | 651.00 | 1025.11 |
|
| Palo Alto Networks (PANW) | 0.1 | $666k | +121% | 3.7k | 181.96 |
|
| Citigroup Com New (C) | 0.1 | $663k | +137% | 9.4k | 70.39 |
|
| Ameriprise Financial (AMP) | 0.1 | $659k | -30% | 1.2k | 532.43 |
|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.1 | $658k | -12% | 20k | 33.56 |
|
| American Electric Power Company (AEP) | 0.1 | $657k | 7.1k | 92.23 |
|
|
| Linde SHS (LIN) | 0.1 | $657k | +10% | 1.6k | 418.67 |
|
| Kornit Digital SHS (KRNT) | 0.1 | $646k | -15% | 21k | 30.95 |
|
| Global Payments (GPN) | 0.1 | $644k | -10% | 5.8k | 112.06 |
|
| Gildan Activewear Inc Com Cad (GIL) | 0.1 | $643k | -22% | 14k | 47.05 |
|
| Targa Res Corp (TRGP) | 0.1 | $641k | NEW | 3.6k | 178.48 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $637k | NEW | 8.8k | 72.45 |
|
| Markel Corporation (MKL) | 0.1 | $635k | 368.00 | 1726.23 |
|
|
| Charles Schwab Corporation (SCHW) | 0.1 | $630k | +15% | 8.5k | 74.01 |
|
| Paycom Software (PAYC) | 0.1 | $619k | -4% | 3.0k | 204.97 |
|
| Analog Devices (ADI) | 0.1 | $600k | +10% | 2.8k | 212.46 |
|
| State Street Corporation (STT) | 0.1 | $594k | -42% | 6.1k | 98.15 |
|
| Aspen Technology (AZPN) | 0.1 | $581k | 2.3k | 249.63 |
|
|
| Altria (MO) | 0.1 | $555k | +9% | 11k | 52.29 |
|
| S&T Ban (STBA) | 0.1 | $554k | 15k | 38.22 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $546k | +7% | 4.3k | 126.75 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $544k | 4.1k | 132.27 |
|
|
| ConocoPhillips (COP) | 0.1 | $542k | +36% | 5.5k | 99.17 |
|
| Axon Enterprise (AXON) | 0.1 | $537k | NEW | 903.00 | 594.11 |
|
| SPS Commerce (SPSC) | 0.1 | $534k | +2% | 2.9k | 183.99 |
|
| Snowflake Cl A (SNOW) | 0.1 | $533k | NEW | 3.5k | 154.41 |
|
| Brooks Automation (AZTA) | 0.1 | $523k | +102% | 11k | 50.00 |
|
| Blackbaud (BLKB) | 0.1 | $515k | -11% | 7.0k | 73.92 |
|
| O'reilly Automotive (ORLY) | 0.0 | $510k | 430.00 | 1185.80 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $507k | NEW | 11k | 48.33 |
|
| Metropcs Communications (TMUS) | 0.0 | $504k | -2% | 2.3k | 220.73 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $500k | 30k | 16.42 |
|
|
| Public Service Enterprise (PEG) | 0.0 | $499k | +2% | 5.9k | 84.49 |
|
| Ge Vernova (GEV) | 0.0 | $495k | +6% | 1.5k | 328.93 |
|
| Icon SHS (ICLR) | 0.0 | $494k | 2.4k | 209.71 |
|
|
| Marvell Technology (MRVL) | 0.0 | $494k | +27% | 4.5k | 110.45 |
|
| Corteva (CTVA) | 0.0 | $485k | 8.5k | 56.96 |
|
|
| Micron Technology (MU) | 0.0 | $484k | +9% | 5.7k | 84.27 |
|
| Zscaler Incorporated (ZS) | 0.0 | $473k | 2.6k | 180.41 |
|
|
| Ishares Msci Eurzone Etf (EZU) | 0.0 | $472k | 10k | 47.20 |
|
|
| Cognex Corporation (CGNX) | 0.0 | $468k | -22% | 13k | 35.86 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $462k | +26% | 2.4k | 195.81 |
|
| Goldman Sachs Etf Tr Access Invt Gr (GIGB) | 0.0 | $460k | +9% | 10k | 45.26 |
|
| Arista Networks Com Shs | 0.0 | $447k | NEW | 4.0k | 110.53 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $447k | +29% | 645.00 | 693.08 |
|
| Ncino (NCNO) | 0.0 | $446k | +57% | 13k | 33.58 |
|
| Anthem (ELV) | 0.0 | $443k | -4% | 1.2k | 368.90 |
|
| American Tower Reit (AMT) | 0.0 | $440k | +5% | 2.4k | 183.41 |
|
| Liveramp Holdings (RAMP) | 0.0 | $434k | -52% | 14k | 30.37 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $424k | +8% | 667.00 | 636.03 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $423k | NEW | 5.6k | 75.63 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $423k | -5% | 870.00 | 485.94 |
|
| Workday Cl A (WDAY) | 0.0 | $421k | 1.6k | 258.03 |
|
|
| Booking Holdings (BKNG) | 0.0 | $417k | +9% | 84.00 | 4968.42 |
|
| Becton, Dickinson and (BDX) | 0.0 | $415k | +95% | 1.8k | 226.87 |
|
| S&p Global (SPGI) | 0.0 | $409k | +2% | 822.00 | 498.03 |
|
| Enova Intl (ENVA) | 0.0 | $409k | 4.3k | 95.88 |
|
|
| V.F. Corporation (VFC) | 0.0 | $401k | 19k | 21.46 |
|
|
| SEI Investments Company (SEIC) | 0.0 | $398k | NEW | 4.8k | 82.97 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $395k | +25% | 6.5k | 60.30 |
|
| Cummins (CMI) | 0.0 | $384k | +2% | 1.1k | 348.60 |
|
| Baxter International (BAX) | 0.0 | $383k | -12% | 13k | 29.34 |
|
| Aurinia Pharmaceuticals (AUPH) | 0.0 | $382k | 43k | 8.98 |
|
|
| Datadog Cl A Com (DDOG) | 0.0 | $380k | 2.7k | 142.89 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $378k | NEW | 4.4k | 85.35 |
|
| Trex Company (TREX) | 0.0 | $374k | NEW | 5.4k | 69.03 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $367k | 8.2k | 44.92 |
|
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $360k | 5.7k | 63.47 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $358k | +12% | 889.00 | 402.70 |
|
| Gilead Sciences (GILD) | 0.0 | $357k | +29% | 3.9k | 92.37 |
|
| M&T Bank Corporation (MTB) | 0.0 | $356k | +22% | 1.9k | 188.01 |
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.0 | $355k | NEW | 5.6k | 63.45 |
|
| Varonis Sys (VRNS) | 0.0 | $354k | NEW | 8.0k | 44.43 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $353k | 2.1k | 169.30 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $346k | +40% | 4.4k | 78.18 |
|
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $345k | NEW | 14k | 25.54 |
|
| Lennar Corp Cl A (LEN) | 0.0 | $342k | +29% | 2.5k | 136.37 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $337k | 3.3k | 102.09 |
|
|
| Chubb (CB) | 0.0 | $336k | +2% | 1.2k | 277.19 |
|
| Nasdaq Omx (NDAQ) | 0.0 | $332k | -26% | 4.3k | 77.31 |
|
| Discover Financial Services (DFS) | 0.0 | $332k | -2% | 1.9k | 173.23 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $330k | +10% | 1.2k | 278.94 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $321k | 1.8k | 175.23 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $319k | NEW | 933.00 | 342.16 |
|
| American Intl Group Com New (AIG) | 0.0 | $318k | 4.4k | 72.80 |
|
|
| Constellation Energy (CEG) | 0.0 | $318k | -10% | 1.4k | 223.68 |
|
| Raymond James Financial (RJF) | 0.0 | $314k | +3% | 2.0k | 155.33 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $311k | NEW | 905.00 | 343.41 |
|
| PPL Corporation (PPL) | 0.0 | $310k | -12% | 9.5k | 32.72 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $309k | +12% | 3.5k | 89.32 |
|
| Dupont De Nemours (DD) | 0.0 | $306k | -4% | 4.0k | 76.24 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $306k | NEW | 8.2k | 37.26 |
|
| Citizens Financial (CFG) | 0.0 | $296k | +17% | 6.8k | 43.76 |
|
| FedEx Corporation (FDX) | 0.0 | $293k | NEW | 1.0k | 282.43 |
|
| Carrier Global Corporation (CARR) | 0.0 | $292k | +11% | 4.3k | 68.26 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $291k | -8% | 6.5k | 44.89 |
|
| Autodesk (ADSK) | 0.0 | $290k | +3% | 982.00 | 295.57 |
|
| Global X Fds Global X Uranium (URA) | 0.0 | $287k | 10k | 27.52 |
|
|
| Ishares Tr Intl Eqty Factor (INTF) | 0.0 | $287k | 10k | 28.72 |
|
|
| Ametek (AME) | 0.0 | $287k | +4% | 1.6k | 180.26 |
|
| Cardinal Health (CAH) | 0.0 | $283k | +7% | 2.4k | 118.27 |
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $283k | 5.9k | 47.86 |
|
|
| Prudential Financial (PRU) | 0.0 | $282k | +3% | 2.4k | 118.53 |
|
| Reddit Cl A (RDDT) | 0.0 | $281k | NEW | 1.7k | 163.44 |
|
| Genpact SHS (G) | 0.0 | $279k | 6.5k | 42.95 |
|
|
| Ishares Tr U.s. Bas Mtl Etf (IYM) | 0.0 | $279k | 2.1k | 129.92 |
|
|
| 3M Company (MMM) | 0.0 | $278k | 2.2k | 129.09 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $278k | +46% | 1.1k | 263.49 |
|
| Ferguson Enterprises Common Stock New (FERG) | 0.0 | $274k | -6% | 1.6k | 173.57 |
|
| D.R. Horton (DHI) | 0.0 | $272k | +7% | 1.9k | 139.82 |
|
| Target Corporation (TGT) | 0.0 | $270k | -6% | 2.0k | 135.20 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $267k | +27% | 927.00 | 287.82 |
|
| TransDigm Group Incorporated (TDG) | 0.0 | $264k | NEW | 208.00 | 1267.28 |
|
| MetLife (MET) | 0.0 | $262k | -5% | 3.2k | 81.88 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $261k | +10% | 563.00 | 463.28 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $258k | +21% | 362.00 | 712.33 |
|
| Diamondback Energy (FANG) | 0.0 | $257k | +23% | 1.6k | 163.83 |
|
| AFLAC Incorporated (AFL) | 0.0 | $255k | -31% | 2.5k | 103.44 |
|
| Rockwell Automation (ROK) | 0.0 | $254k | NEW | 889.00 | 285.79 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $253k | 1.9k | 131.29 |
|
|
| Hess (HES) | 0.0 | $252k | +6% | 1.9k | 133.01 |
|
| Simon Property (SPG) | 0.0 | $251k | -3% | 1.5k | 172.21 |
|
| Manulife Finl Corp (MFC) | 0.0 | $250k | NEW | 8.1k | 30.71 |
|
| Dow (DOW) | 0.0 | $247k | NEW | 6.1k | 40.13 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $247k | +3% | 2.7k | 90.91 |
|
| Intercontinental Exchange (ICE) | 0.0 | $246k | -30% | 1.7k | 149.01 |
|
| Oneok (OKE) | 0.0 | $245k | -14% | 2.4k | 100.42 |
|
| Ishares Tr Global Energ Etf (IXC) | 0.0 | $243k | 6.4k | 38.18 |
|
|
| Cgi Cl A Sub Vtg (GIB) | 0.0 | $241k | 2.2k | 109.37 |
|
|
| Realty Income (O) | 0.0 | $241k | 4.5k | 53.41 |
|
|
| Duke Energy Corp Com New (DUK) | 0.0 | $238k | -68% | 2.2k | 107.74 |
|
| Hershey Company (HSY) | 0.0 | $237k | -29% | 1.4k | 169.35 |
|
| L3harris Technologies (LHX) | 0.0 | $237k | NEW | 1.1k | 210.28 |
|
| Vanguard World Financials Etf (VFH) | 0.0 | $237k | 2.0k | 118.07 |
|
|
| Paychex (PAYX) | 0.0 | $235k | -22% | 1.7k | 140.22 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $234k | 701.00 | 334.07 |
|
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $230k | NEW | 3.0k | 75.69 |
|
| Prologis (PLD) | 0.0 | $230k | -21% | 2.2k | 105.70 |
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $230k | NEW | 2.0k | 114.73 |
|
| CSX Corporation (CSX) | 0.0 | $229k | +8% | 7.1k | 32.27 |
|
| Ishares Tr Global Tech Etf (IXN) | 0.0 | $229k | 2.7k | 84.75 |
|
|
| Key (KEY) | 0.0 | $228k | -2% | 13k | 17.14 |
|
| Trane Technologies SHS (TT) | 0.0 | $227k | +8% | 615.00 | 369.35 |
|
| Kinder Morgan (KMI) | 0.0 | $227k | -14% | 8.3k | 27.40 |
|
| The Trade Desk Com Cl A (TTD) | 0.0 | $227k | NEW | 1.9k | 117.53 |
|
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.0 | $225k | 1.7k | 128.70 |
|
|
| Royal Caribbean Cruises (RCL) | 0.0 | $225k | NEW | 974.00 | 230.69 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $224k | 3.0k | 75.61 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $221k | -13% | 866.00 | 255.06 |
|
| Cbre Group Cl A (CBRE) | 0.0 | $221k | NEW | 1.7k | 131.29 |
|
| Toyota Motor Corp Ads (TM) | 0.0 | $219k | NEW | 1.1k | 194.61 |
|
| Martin Marietta Materials (MLM) | 0.0 | $219k | +5% | 423.00 | 516.50 |
|
| Dominion Resources (D) | 0.0 | $218k | +13% | 4.1k | 53.86 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $217k | 1.7k | 129.34 |
|
|
| Ecolab (ECL) | 0.0 | $216k | NEW | 921.00 | 234.32 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $216k | NEW | 873.00 | 247.16 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $216k | NEW | 1.7k | 126.03 |
|
| Golub Capital BDC (GBDC) | 0.0 | $214k | 14k | 15.16 |
|
|
| Airbnb Com Cl A (ABNB) | 0.0 | $213k | NEW | 1.6k | 131.41 |
|
| Aon Shs Cl A (AON) | 0.0 | $211k | NEW | 587.00 | 359.16 |
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $211k | 2.0k | 106.57 |
|
|
| Capital One Financial (COF) | 0.0 | $209k | NEW | 1.2k | 178.32 |
|
| Flutter Entmt SHS (FLUT) | 0.0 | $209k | NEW | 807.00 | 258.45 |
|
| First Tr Exchange-traded Nasdq Artfcial (ROBT) | 0.0 | $207k | NEW | 4.6k | 45.04 |
|
| Baker Hughes Company Cl A (BKR) | 0.0 | $206k | NEW | 5.0k | 41.02 |
|
| Everest Re Group (EG) | 0.0 | $206k | NEW | 568.00 | 362.46 |
|
| Valero Energy Corporation (VLO) | 0.0 | $206k | +3% | 1.7k | 122.59 |
|
| Iron Mountain (IRM) | 0.0 | $205k | +2% | 1.9k | 105.83 |
|
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.0 | $205k | 4.8k | 42.75 |
|
|
| Sempra Energy (SRE) | 0.0 | $205k | -22% | 2.3k | 88.31 |
|
| Intel Corporation (INTC) | 0.0 | $204k | NEW | 10k | 20.05 |
|
| Kellogg Company (K) | 0.0 | $203k | NEW | 2.5k | 80.97 |
|
| Nucor Corporation (NUE) | 0.0 | $202k | -7% | 1.7k | 116.71 |
|
| Avery Dennison Corporation (AVY) | 0.0 | $201k | 1.1k | 187.13 |
|
|
| Block Cl A (SQ) | 0.0 | $200k | NEW | 2.4k | 84.99 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $192k | -2% | 18k | 10.57 |
|
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.0 | $173k | NEW | 15k | 11.28 |
|
| Ford Motor Company (F) | 0.0 | $171k | NEW | 17k | 9.90 |
|
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $149k | NEW | 18k | 8.49 |
|
| Ecopetrol S A Sponsored Ads (EC) | 0.0 | $140k | +16% | 18k | 7.92 |
|
| Vale S A Sponsored Ads (VALE) | 0.0 | $100k | 11k | 8.87 |
|
|
| Sibanye Stillwater Sponsored Adr (SBSW) | 0.0 | $98k | 30k | 3.30 |
|
|
| Sasol Sponsored Adr (SSL) | 0.0 | $88k | 19k | 4.56 |
|
|
| Origin Agritech Shs New (SEED) | 0.0 | $87k | 42k | 2.10 |
|
|
| Braskem S A Sp Adr Pfd A (BAK) | 0.0 | $79k | 20k | 3.86 |
|
|
| Sangoma Technologies Corp Com New (SANG) | 0.0 | $70k | 10k | 6.95 |
|
|
| Figs Cl A (FIGS) | 0.0 | $62k | NEW | 10k | 6.19 |
|
| Evolv Technologies Hldngs In Com Cl A (EVLV) | 0.0 | $42k | 11k | 3.95 |
|
|
| Invesco Van Kampen Senior Income Trust (VVR) | 0.0 | $41k | 10k | 3.95 |
|
|
| Nine Energy Service (NINE) | 0.0 | $37k | NEW | 33k | 1.12 |
|
| Chargepoint Holdings Com Cl A (CHPT) | 0.0 | $26k | NEW | 24k | 1.07 |
|
Past Filings by Legacy Advisors
SEC 13F filings are viewable for Legacy Advisors going back to 2017
- 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
- Legacy Advisors 2021 Q3 filed Oct. 13, 2021
- Legacy Advisors 2021 Q2 filed July 13, 2021
- Legacy Advisors 2021 Q1 filed April 12, 2021