Legacy Advisors
Latest statistics and disclosures from Legacy Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are QLTY, VOO, IJR, AAPL, IWB, and represent 36.58% of Legacy Advisors's stock portfolio.
- Added to shares of these 10 stocks: VOO (+$23M), IVV (+$5.6M), IJR (+$5.4M), MTZ, SPY, IXUS, INFO, APH, XOM, GQGU.
- Started 27 new stock positions in CEG, WDAY, NEM, VIA, ANET, ZTS, INFO, WEX, DFUV, QNBC.
- Reduced shares in these 10 stocks: AMTM (-$9.1M), JNJ, AMZN, JPM, ABBV, MCD, VXUS, MSFT, VTI, IEF.
- Sold out of its positions in AFL, ASTS, MO, AMTM, AEP, MHD, OWL, CHD, C, COKE.
- Legacy Advisors was a net seller of stock by $-7.4M.
- Legacy Advisors has $1.1B in assets under management (AUM), dropping by -1.90%.
- Central Index Key (CIK): 0001720969
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Portfolio Holdings for Legacy Advisors
Legacy Advisors holds 318 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Gmo Etf Trust Us Quality Etf (QLTY) | 13.8 | $145M | 3.4M | 42.87 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 9.5 | $100M | +29% | 143k | 700.86 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 5.1 | $53M | +11% | 391k | 136.04 |
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| Apple (AAPL) | 4.6 | $48M | -2% | 146k | 333.02 |
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| Ishares Tr Rus 1000 Etf (IWB) | 3.5 | $37M | 89k | 416.13 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 3.5 | $37M | +13% | 48k | 762.63 |
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| Ishares Tr Core S&p500 Etf (IVV) | 3.4 | $36M | +18% | 46k | 765.85 |
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| MasTec (MTZ) | 3.0 | $32M | +18% | 147k | 213.62 |
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| Advisors Inner Circle Fd Iii Gqg Us Equit Etf (GQGU) | 2.5 | $27M | +4% | 1.0M | 26.42 |
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| Meta Platforms Cl A (META) | 2.2 | $24M | -3% | 32k | 725.17 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 2.1 | $22M | 206k | 106.71 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $21M | -8% | 61k | 344.08 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 1.9 | $20M | 103k | 195.75 |
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| Microsoft Corporation (MSFT) | 1.6 | $17M | -13% | 33k | 512.91 |
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| Vertex Cl A (VERX) | 1.5 | $16M | 1.3M | 11.78 |
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| NVIDIA Corporation (NVDA) | 1.5 | $15M | -10% | 67k | 228.65 |
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| Amazon (AMZN) | 1.3 | $14M | -24% | 56k | 249.15 |
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| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 1.2 | $13M | -15% | 35k | 374.24 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.2 | $13M | 17k | 740.51 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $12M | -2% | 24k | 497.96 |
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| Dimensional Etf Trust Us Cor Equ 2 Etf | 1.1 | $11M | +6% | 254k | 44.45 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 1.0 | $11M | 16k | 656.73 |
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| Ishares Tr S&p 100 Etf (OEF) | 1.0 | $11M | 27k | 382.08 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.9 | $9.1M | +13% | 72k | 125.26 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.9 | $9.0M | -23% | 106k | 84.96 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.8 | $8.8M | 87k | 101.13 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $8.4M | -8% | 27k | 309.77 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.7 | $7.8M | 239k | 32.53 |
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| Uber Technologies (UBER) | 0.7 | $7.1M | -4% | 104k | 68.51 |
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| Micron Technology (MU) | 0.6 | $6.6M | 6.2k | 1065.14 |
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| Fulton Financial (FULT) | 0.6 | $6.3M | 281k | 22.56 |
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| Bentley Sys Com Cl B (BSY) | 0.6 | $6.2M | 195k | 31.95 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.5 | $5.4M | 35k | 155.20 |
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| Johnson & Johnson (JNJ) | 0.5 | $5.1M | -47% | 19k | 264.74 |
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| Tesla Motors (TSLA) | 0.4 | $4.6M | -11% | 13k | 354.80 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.4 | $4.4M | -2% | 9.7k | 457.28 |
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| Amphenol Corp Cl A (APH) | 0.4 | $4.3M | +167% | 51k | 84.30 |
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| Enterprise Products Partners (EPD) | 0.4 | $4.3M | 120k | 35.61 |
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| Vanguard Index Fds Mrngstr Mid Cap (VO) | 0.4 | $3.8M | 49k | 78.42 |
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| Broadcom (AVGO) | 0.4 | $3.7M | +3% | 11k | 351.19 |
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| Ishares Tr Core Msci Total (IXUS) | 0.4 | $3.7M | +472% | 39k | 94.99 |
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| Roblox Corp Cl A (RBLX) | 0.3 | $3.6M | 86k | 42.37 |
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| Spdr Series Trust St Str Sp Div (SDY) | 0.3 | $3.2M | 22k | 146.48 |
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| MercadoLibre (MELI) | 0.3 | $3.2M | 1.9k | 1728.53 |
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| Vanguard Index Fds Mrngstr Sml Cap (VB) | 0.3 | $3.0M | +5% | 10k | 284.49 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $2.8M | 7.5k | 380.84 |
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| Harbor Etf Trust Pana Dy Core Etf (INFO) | 0.3 | $2.8M | NEW | 100k | 28.06 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $2.8M | -54% | 8.5k | 330.84 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.2 | $2.4M | -2% | 17k | 145.04 |
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| Select Sector Spdr Tr St Str Stapl Etf (XLP) | 0.2 | $2.3M | -8% | 29k | 80.60 |
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| Vanguard Index Fds Mrngstr Lrg Cap (VV) | 0.2 | $2.3M | 6.5k | 351.85 |
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| Eli Lilly & Co. (LLY) | 0.2 | $2.3M | -8% | 2.0k | 1157.02 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $2.2M | 16k | 142.26 |
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| Vanguard Index Fds Mrngstr Grwt Etf (VUG) | 0.2 | $2.1M | -42% | 24k | 90.11 |
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| Advanced Micro Devices (AMD) | 0.2 | $2.1M | 3.4k | 611.72 |
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| Vanguard Index Fds Mrngstr Val Etf (VTV) | 0.2 | $2.1M | -9% | 9.6k | 216.08 |
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| Williams Companies (WMB) | 0.2 | $2.0M | +4% | 30k | 67.97 |
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| Bank of America Corporation (BAC) | 0.2 | $2.0M | -17% | 37k | 54.43 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $2.0M | +60% | 29k | 70.15 |
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| Applied Materials (AMAT) | 0.2 | $2.0M | 3.9k | 511.40 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $2.0M | 102k | 19.77 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $2.0M | 7.1k | 277.90 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $2.0M | -4% | 6.0k | 328.52 |
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| Visa Com Cl A (V) | 0.2 | $1.9M | -11% | 5.4k | 359.34 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $1.9M | +132% | 25k | 76.40 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $1.8M | 11k | 166.28 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $1.8M | 7.3k | 247.92 |
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| Amgen (AMGN) | 0.2 | $1.8M | -4% | 4.2k | 421.54 |
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| Hca Holdings (HCA) | 0.2 | $1.8M | 4.1k | 426.74 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $1.7M | +4% | 16k | 103.89 |
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| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.2 | $1.7M | -23% | 9.9k | 168.42 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $1.6M | +29% | 35k | 47.36 |
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| Walt Disney Company (DIS) | 0.2 | $1.6M | -16% | 16k | 104.90 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.2 | $1.6M | 34k | 47.34 |
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| Costco Wholesale Corporation (COST) | 0.2 | $1.6M | -19% | 1.8k | 910.34 |
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| Marvell Technology (MRVL) | 0.1 | $1.6M | +3% | 5.9k | 264.21 |
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| Hims & Hers Health Com Cl A (HIMS) | 0.1 | $1.5M | 52k | 29.79 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.5M | 21k | 71.95 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $1.5M | 20k | 75.62 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $1.5M | 6.5k | 228.28 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $1.4M | -2% | 2.6k | 551.52 |
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| W.W. Grainger (GWW) | 0.1 | $1.4M | 1.1k | 1245.76 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $1.4M | -32% | 763.00 | 1811.67 |
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| American Express Company (AXP) | 0.1 | $1.3M | -26% | 4.4k | 304.07 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $1.3M | 11k | 125.67 |
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| NVR (NVR) | 0.1 | $1.3M | 213.00 | 6154.39 |
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| CNO Financial (CNO) | 0.1 | $1.3M | 25k | 52.91 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $1.3M | -5% | 3.2k | 406.63 |
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| Merck & Co (MRK) | 0.1 | $1.3M | -22% | 8.8k | 146.18 |
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| Spotify Technology S A SHS (SPOT) | 0.1 | $1.3M | 2.6k | 487.38 |
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| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $1.3M | 15k | 84.08 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $1.2M | 11k | 112.24 |
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| Moody's Corporation (MCO) | 0.1 | $1.2M | +298% | 2.7k | 454.13 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $1.2M | 23k | 51.87 |
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| Exxonmobil Holdings Corp Com Shs (XOM) | 0.1 | $1.2M | NEW | 7.4k | 162.76 |
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| Home Depot (HD) | 0.1 | $1.2M | -39% | 4.2k | 284.49 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $1.2M | -4% | 11k | 107.54 |
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| QNB (QNBC) | 0.1 | $1.2M | NEW | 26k | 45.61 |
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| PNC Financial Services (PNC) | 0.1 | $1.2M | -43% | 5.3k | 222.26 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $1.2M | +84% | 17k | 70.61 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.2M | +22% | 5.0k | 233.29 |
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| Abbvie (ABBV) | 0.1 | $1.2M | -73% | 4.4k | 261.59 |
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| Coherent Corp (COHR) | 0.1 | $1.2M | 4.0k | 287.81 |
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| Provident Financial Services (PFS) | 0.1 | $1.1M | 52k | 22.15 |
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| Ge Vernova (GEV) | 0.1 | $1.1M | -5% | 1.2k | 950.19 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.1 | $1.1M | +4% | 22k | 50.67 |
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| Equifax (EFX) | 0.1 | $1.1M | 7.9k | 137.24 |
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| Philip Morris International (PM) | 0.1 | $1.1M | -5% | 5.7k | 190.81 |
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| Caterpillar (CAT) | 0.1 | $1.1M | +5% | 1.3k | 810.69 |
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| Ge Aerospace Com New (GE) | 0.1 | $1.1M | -10% | 3.4k | 312.30 |
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| Ishares Msci Emrg Chn (EMXC) | 0.1 | $1.1M | NEW | 11k | 99.08 |
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| Servicenow (NOW) | 0.1 | $1.1M | 7.9k | 134.01 |
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| Chevron Corporation (CVX) | 0.1 | $1.0M | -34% | 5.1k | 204.19 |
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| Netflix (NFLX) | 0.1 | $1.0M | -12% | 15k | 69.58 |
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| Cme (CME) | 0.1 | $1.0M | +274% | 3.9k | 261.98 |
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| Cisco Systems (CSCO) | 0.1 | $998k | 9.3k | 107.64 |
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| Oracle Corporation (ORCL) | 0.1 | $986k | -19% | 7.2k | 137.30 |
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| Venture Global Com Cl A (VG) | 0.1 | $983k | 78k | 12.64 |
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| Palo Alto Networks (PANW) | 0.1 | $964k | 2.4k | 397.26 |
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| Equinix (EQIX) | 0.1 | $959k | 948.00 | 1011.61 |
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| Procter & Gamble Company (PG) | 0.1 | $947k | -8% | 6.5k | 145.28 |
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| Goldman Sachs Etf Tr Access Us Agrat (GCOR) | 0.1 | $945k | 24k | 39.25 |
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| Cimpress Shs Euro (CMPR) | 0.1 | $918k | 12k | 77.12 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $914k | +43% | 9.4k | 96.88 |
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| New Jersey Resources Corporation (NJR) | 0.1 | $910k | 18k | 51.10 |
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| Wal-Mart Stores (WMT) | 0.1 | $905k | 8.7k | 103.92 |
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| White Mountains Insurance Gp (WTM) | 0.1 | $899k | 448.00 | 2006.49 |
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| Arch Cap Group Ord (ACGL) | 0.1 | $890k | 9.6k | 92.36 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $874k | 1.6k | 546.17 |
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| Boeing Company (BA) | 0.1 | $855k | -29% | 4.6k | 186.05 |
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| Nano Nuclear Energy (NNE) | 0.1 | $847k | 53k | 15.85 |
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| Msci (MSCI) | 0.1 | $839k | +294% | 1.6k | 538.66 |
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| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.1 | $839k | +111% | 5.6k | 150.86 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $820k | +299% | 3.1k | 264.74 |
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| Deere & Company (DE) | 0.1 | $813k | -8% | 1.2k | 671.65 |
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| Starbucks Corporation (SBUX) | 0.1 | $793k | -6% | 8.4k | 93.96 |
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| Innovator Etfs Trust Us Eqty Ultra B (USEP) | 0.1 | $791k | 19k | 42.03 |
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| Datadog Cl A Com (DDOG) | 0.1 | $782k | -10% | 2.9k | 273.83 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $775k | 3.5k | 222.22 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $770k | -2% | 3.7k | 208.04 |
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| Reinsurance Group Amer Com New (RGA) | 0.1 | $755k | 3.1k | 246.23 |
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| Okta Cl A (OKTA) | 0.1 | $753k | 3.6k | 209.11 |
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| Intel Corporation (INTC) | 0.1 | $738k | -34% | 6.1k | 120.23 |
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| Enova Intl (ENVA) | 0.1 | $709k | 4.2k | 167.11 |
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| S&T Ban (STBA) | 0.1 | $702k | 15k | 48.37 |
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| Toast Cl A (TOST) | 0.1 | $693k | 24k | 28.99 |
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| Automatic Data Processing (ADP) | 0.1 | $692k | -27% | 2.7k | 259.76 |
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| Cigna Corp (CI) | 0.1 | $685k | 2.5k | 271.83 |
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| Edwards Lifesciences (EW) | 0.1 | $684k | 7.9k | 86.32 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $682k | -7% | 3.7k | 185.65 |
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| Abbott Laboratories (ABT) | 0.1 | $682k | -63% | 6.9k | 98.83 |
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| Ishares Msci Eurzone Etf (EZU) | 0.1 | $673k | 10k | 67.33 |
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| Synopsys (SNPS) | 0.1 | $670k | -4% | 1.5k | 434.94 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $654k | +17% | 3.1k | 209.45 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $645k | -43% | 30k | 21.76 |
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| Air Products & Chemicals (APD) | 0.1 | $635k | -3% | 2.3k | 278.23 |
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| General Motors Company (GM) | 0.1 | $627k | +36% | 8.1k | 77.00 |
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| Markel Corporation (MKL) | 0.1 | $618k | 361.00 | 1712.45 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $607k | +219% | 1.9k | 317.34 |
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| Cadence Design Systems (CDNS) | 0.1 | $592k | -2% | 1.8k | 330.19 |
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| Union Pacific Corporation (UNP) | 0.1 | $592k | -5% | 2.2k | 272.17 |
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| TJX Companies (TJX) | 0.1 | $575k | -3% | 4.3k | 132.31 |
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| Truist Financial Corp equities (TFC) | 0.1 | $573k | -13% | 12k | 46.30 |
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| Verisk Analytics (VRSK) | 0.1 | $573k | +158% | 3.4k | 167.85 |
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| salesforce (CRM) | 0.1 | $572k | 2.5k | 230.02 |
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| Gildan Activewear Inc Com Cad (GIL) | 0.1 | $570k | 13k | 42.63 |
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| Kla Corp Com New (KLAC) | 0.1 | $569k | -4% | 2.9k | 194.95 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $558k | 3.3k | 169.04 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $552k | 4.0k | 137.68 |
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| Wells Fargo & Company (WFC) | 0.1 | $552k | -20% | 6.9k | 80.05 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $546k | -45% | 2.0k | 280.03 |
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| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 0.1 | $536k | NEW | 11k | 50.21 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $522k | 9.3k | 56.32 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $519k | -7% | 2.8k | 187.03 |
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| Morgan Stanley Com New (MS) | 0.0 | $515k | -5% | 2.7k | 188.08 |
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| Corteva (CTVA) | 0.0 | $504k | -5% | 6.5k | 77.65 |
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| Neuberger Berman Mlp Income (NML) | 0.0 | $503k | 51k | 9.92 |
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| Huntington Bancshares Incorporated (HBAN) | 0.0 | $497k | 32k | 15.42 |
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| Ishares Tr Micro-cap Etf (IWC) | 0.0 | $493k | 2.7k | 184.80 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $493k | 5.7k | 86.80 |
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| Becton, Dickinson and (BDX) | 0.0 | $492k | 2.8k | 178.97 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $492k | +2% | 729.00 | 675.05 |
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| Danaher Corporation (DHR) | 0.0 | $492k | -11% | 2.2k | 221.55 |
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| UnitedHealth (UNH) | 0.0 | $487k | -4% | 1.3k | 367.01 |
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| Bristol Myers Squibb (BMY) | 0.0 | $487k | -3% | 7.8k | 62.40 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $484k | -21% | 4.3k | 112.09 |
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| Verizon Communications (VZ) | 0.0 | $482k | -37% | 11k | 45.87 |
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| Spdr Series Trust ST STR SP600 SML (SPSM) | 0.0 | $481k | -3% | 9.1k | 52.86 |
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| Eaton Corp SHS (ETN) | 0.0 | $474k | -2% | 1.1k | 429.71 |
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| Wright Express (WEX) | 0.0 | $474k | NEW | 2.8k | 168.70 |
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| Dimensional Etf Trust Us Small Cap Etf | 0.0 | $465k | +15% | 6.0k | 77.42 |
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| American Tower Reit (AMT) | 0.0 | $447k | -7% | 2.7k | 163.69 |
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| Goldman Sachs (GS) | 0.0 | $443k | -11% | 492.00 | 901.17 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $438k | -2% | 1.1k | 395.45 |
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| Dfa Invt Dimensions Group In U.s. High Relati (DUHP) | 0.0 | $433k | NEW | 10k | 41.91 |
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| Wisdomtree Tr Us Quality Grow (QGRW) | 0.0 | $428k | 6.2k | 68.68 |
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| Coca-Cola Company (KO) | 0.0 | $424k | -6% | 4.9k | 86.62 |
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| Qorvo | 0.0 | $424k | 3.7k | 114.48 |
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| Global X Fds Global X Uranium (URA) | 0.0 | $416k | 10k | 39.85 |
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| Qualcomm (QCOM) | 0.0 | $413k | -8% | 2.2k | 184.05 |
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| Cardinal Health (CAH) | 0.0 | $410k | 1.8k | 222.50 |
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| Ishares Tr Global Tech Etf (IXN) | 0.0 | $400k | 2.7k | 148.22 |
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| Remitly Global (RELY) | 0.0 | $399k | +36% | 19k | 21.34 |
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| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.0 | $399k | NEW | 11k | 37.61 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $399k | 13k | 30.00 |
|
|
| Zscaler Incorporated (ZS) | 0.0 | $398k | +2% | 2.0k | 199.42 |
|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.0 | $396k | 8.6k | 45.84 |
|
|
| Ishares Tr U.s. Bas Mtl Etf (IYM) | 0.0 | $392k | 2.2k | 178.10 |
|
|
| O'reilly Automotive (ORLY) | 0.0 | $378k | +4% | 4.4k | 85.41 |
|
| Honeywell International (HON) | 0.0 | $376k | -19% | 1.8k | 210.94 |
|
| Icon Pub SHS (ICLR) | 0.0 | $374k | 2.2k | 169.99 |
|
|
| Marsh & McLennan Companies (MRSH) | 0.0 | $364k | 2.1k | 170.73 |
|
|
| Zoetis Cl A (ZTS) | 0.0 | $364k | NEW | 5.2k | 69.83 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $361k | -10% | 2.5k | 142.57 |
|
| Docusign (DOCU) | 0.0 | $355k | 5.3k | 67.15 |
|
|
| Goldman Sachs Etf Tr Access Invt Gr (GIGB) | 0.0 | $353k | 8.1k | 43.51 |
|
|
| Public Service Enterprise (PEG) | 0.0 | $353k | 5.2k | 67.34 |
|
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $338k | +14% | 1.7k | 193.75 |
|
| Ishares Tr Msci Usa Value (VLUE) | 0.0 | $333k | 1.7k | 197.95 |
|
|
| Targa Res Corp (TRGP) | 0.0 | $331k | +18% | 1.2k | 270.24 |
|
| Via Transn Com Cl A (VIA) | 0.0 | $331k | NEW | 11k | 30.25 |
|
| International Business Machines (IBM) | 0.0 | $331k | -20% | 1.5k | 219.93 |
|
| Waste Management (WM) | 0.0 | $324k | +9% | 1.6k | 203.92 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.0 | $323k | 4.8k | 66.76 |
|
|
| Ncino (NCNO) | 0.0 | $315k | 17k | 18.13 |
|
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $309k | NEW | 5.6k | 55.00 |
|
| Paypal Holdings (PYPL) | 0.0 | $308k | 5.9k | 52.53 |
|
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $307k | -8% | 8.4k | 36.54 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $304k | 705.00 | 431.62 |
|
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $304k | 4.3k | 71.56 |
|
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $303k | +8% | 2.7k | 110.28 |
|
| Toyota Motor Corp Ads (TM) | 0.0 | $303k | -5% | 1.7k | 183.10 |
|
| Phreesia (PHR) | 0.0 | $301k | 29k | 10.33 |
|
|
| Corning Incorporated (GLW) | 0.0 | $300k | +2% | 2.0k | 153.78 |
|
| Rambus (RMBS) | 0.0 | $299k | 2.8k | 106.76 |
|
|
| Linde SHS (LIN) | 0.0 | $299k | -19% | 629.00 | 474.65 |
|
| Box Cl A (BOX) | 0.0 | $296k | 8.8k | 33.48 |
|
|
| Nucor Corporation (NUE) | 0.0 | $291k | 1.2k | 233.75 |
|
|
| Paychex (PAYX) | 0.0 | $290k | 2.9k | 98.50 |
|
|
| Kkr & Co (KKR) | 0.0 | $286k | 3.1k | 91.30 |
|
|
| Oklo Com Cl A (OKLO) | 0.0 | $285k | -2% | 7.7k | 37.02 |
|
| Pfizer (PFE) | 0.0 | $283k | -75% | 9.9k | 28.52 |
|
| PPL Corporation (PPL) | 0.0 | $281k | +2% | 8.5k | 33.17 |
|
| Ishares Tr Global Energ Etf (IXC) | 0.0 | $280k | 4.9k | 56.97 |
|
|
| American Intl Group Com New (AIG) | 0.0 | $279k | 3.7k | 74.42 |
|
|
| Marriott Intl Cl A (MAR) | 0.0 | $277k | -10% | 780.00 | 355.68 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $275k | +3% | 526.00 | 522.81 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $272k | 3.2k | 85.69 |
|
|
| Us Bancorp Com New (USB) | 0.0 | $271k | 4.7k | 57.76 |
|
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $270k | 1.7k | 160.74 |
|
|
| Capital One Financial (COF) | 0.0 | $269k | +24% | 1.4k | 193.08 |
|
| Goldman Sachs Etf Tr Activebeta Eme (GEM) | 0.0 | $269k | -2% | 5.3k | 51.10 |
|
| Vanguard World Financials Etf (VFH) | 0.0 | $269k | 2.1k | 130.09 |
|
|
| Spdr Series Trust St Str Sp Semi (XSD) | 0.0 | $267k | 504.00 | 529.62 |
|
|
| Intercontinental Exchange (ICE) | 0.0 | $267k | +3% | 1.8k | 152.03 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $267k | -4% | 279.00 | 955.42 |
|
| Blackrock (BLK) | 0.0 | $266k | -2% | 251.00 | 1058.29 |
|
| Workday Cl A (WDAY) | 0.0 | $264k | NEW | 1.4k | 190.46 |
|
| Goldman Sachs Etf Tr Access Inflati (GTIP) | 0.0 | $263k | +2% | 5.7k | 46.31 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $261k | -5% | 1.1k | 239.98 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $260k | 1.8k | 148.30 |
|
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $260k | 727.00 | 356.90 |
|
|
| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.0 | $259k | 4.4k | 58.37 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $259k | 3.1k | 82.97 |
|
|
| V.F. Corporation (VFC) | 0.0 | $256k | 18k | 14.06 |
|
|
| Magnite Ord (MGNI) | 0.0 | $253k | -49% | 10k | 25.26 |
|
| Pepsi (PEP) | 0.0 | $251k | -86% | 2.0k | 126.72 |
|
| Citizens Financial (CFG) | 0.0 | $250k | 3.9k | 63.76 |
|
|
| Goldman Sachs Etf Tr Activebeta Eur (GSEU) | 0.0 | $250k | 5.2k | 47.71 |
|
|
| Ametek (AME) | 0.0 | $249k | -52% | 1.0k | 247.74 |
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $248k | NEW | 2.5k | 101.08 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $245k | NEW | 1.3k | 183.37 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $243k | 1.6k | 152.07 |
|
|
| McDonald's Corporation (MCD) | 0.0 | $241k | -92% | 1.0k | 230.94 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $240k | NEW | 4.3k | 55.86 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $238k | 2.8k | 85.48 |
|
|
| Southern Company (SO) | 0.0 | $238k | -3% | 2.9k | 82.89 |
|
| Metropcs Communications (TMUS) | 0.0 | $237k | -16% | 1.5k | 163.08 |
|
| Adams Express Company (ADX) | 0.0 | $236k | NEW | 9.2k | 25.67 |
|
| Agnico (AEM) | 0.0 | $236k | NEW | 1.3k | 183.27 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $236k | NEW | 2.0k | 115.34 |
|
| Vistra Energy (VST) | 0.0 | $232k | +3% | 1.7k | 138.35 |
|
| Wise Group Ord Shs Class A (WSE) | 0.0 | $232k | 20k | 11.39 |
|
|
| Cummins (CMI) | 0.0 | $231k | -16% | 448.00 | 516.57 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $230k | NEW | 1.1k | 203.59 |
|
| Bankunited (BKU) | 0.0 | $228k | 5.4k | 42.20 |
|
|
| At&t (T) | 0.0 | $225k | -31% | 9.2k | 24.40 |
|
| Snowflake Com Shs (SNOW) | 0.0 | $220k | NEW | 647.00 | 339.49 |
|
| Woodside Energy Group Sponsored Adr (WDS) | 0.0 | $218k | NEW | 9.8k | 22.17 |
|
| Nasdaq Omx (NDAQ) | 0.0 | $217k | NEW | 2.4k | 92.01 |
|
| Monster Beverage Corp (MNST) | 0.0 | $216k | +83% | 5.2k | 41.62 |
|
| Fiserv (FISV) | 0.0 | $215k | -4% | 4.8k | 45.18 |
|
| ardmore Shipping (ASC) | 0.0 | $215k | 12k | 18.66 |
|
|
| Devon Energy Corporation (DVN) | 0.0 | $213k | NEW | 4.6k | 46.04 |
|
| Genpact SHS (G) | 0.0 | $212k | NEW | 6.5k | 32.53 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $212k | 800.00 | 264.90 |
|
|
| Pinterest Cl A (PINS) | 0.0 | $210k | 11k | 18.89 |
|
|
| Constellation Energy (CEG) | 0.0 | $210k | NEW | 826.00 | 254.06 |
|
| Bwx Technologies (BWXT) | 0.0 | $210k | +15% | 1.5k | 137.00 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.0 | $208k | +2% | 4.1k | 50.14 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $208k | NEW | 7.4k | 27.96 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $207k | -33% | 1.3k | 157.85 |
|
| FedEx Corporation (FDX) | 0.0 | $203k | -5% | 710.00 | 286.37 |
|
| Qnity Electronics Common Stock (Q) | 0.0 | $201k | -6% | 1.6k | 125.74 |
|
| Lumen Technologies (LUMN) | 0.0 | $198k | 35k | 5.60 |
|
|
| Nextdecade Corp (NEXT) | 0.0 | $190k | 30k | 6.35 |
|
|
| American Airls (AAL) | 0.0 | $145k | 11k | 13.37 |
|
|
| Stellantis SHS (STLA) | 0.0 | $120k | +2% | 28k | 4.36 |
|
| Bgc Group Cl A (BGC) | 0.0 | $118k | NEW | 10k | 11.53 |
|
| Cleveland-cliffs (CLF) | 0.0 | $118k | 11k | 11.01 |
|
|
| Nuscale Pwr Corp Cl A Com (SMR) | 0.0 | $103k | 13k | 7.90 |
|
|
| Cion Invt Corp (CION) | 0.0 | $74k | -38% | 11k | 7.02 |
|
| Pioneer Pwr Solutions Com New (PPSI) | 0.0 | $54k | 16k | 3.38 |
|
|
| Evolv Technologies Hldngs In Com Cl A (EVLV) | 0.0 | $50k | 11k | 4.65 |
|
|
| Sangoma Technologies Corp Com New (SANG) | 0.0 | $49k | 10k | 4.91 |
|
|
| Net Power Com Cl A (NPWR) | 0.0 | $24k | 16k | 1.49 |
|
|
| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $20k | -55% | 12k | 1.65 |
|
| Origin Agritech Shs New (SEED) | 0.0 | $17k | 21k | 0.79 |
|
Past Filings by Legacy Advisors
SEC 13F filings are viewable for Legacy Advisors going back to 2017
- Legacy Advisors 2026 Q3 filed Oct. 19, 2026
- Legacy Advisors 2026 Q2 filed July 24, 2026
- Legacy Advisors 2026 Q1 filed May 5, 2026
- 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