Legacy Advisors
Latest statistics and disclosures from Legacy Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are QLTY, VOO, IJR, MTZ, AAPL, and represent 34.16% of Legacy Advisors's stock portfolio.
- Added to shares of these 10 stocks: VOO (+$41M), MTZ (+$13M), AAPL (+$8.0M), IJR (+$7.0M), IWF (+$6.0M), MU (+$5.5M), NVDA, GOOGL, VUG, VO.
- Started 71 new stock positions in LYG, OKTA, HEFA, CRWV, INTC, RELY, QRVO, VIS, AAL, IUSG.
- Reduced shares in these 10 stocks: IVV (-$13M), QLTY, , Honeywell International, IWR, VHT, STZ, CPRT, AEM, .
- Sold out of its positions in AEM, STZ, CPRT, XOM, Flushing Financial Corporation, Honeywell International, HUBS, NATL, PRIM, AKRE. VNQ, ZTS, G.
- Legacy Advisors was a net buyer of stock by $127M.
- Legacy Advisors has $1.1B in assets under management (AUM), dropping by 26.21%.
- Central Index Key (CIK): 0001720969
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Portfolio Holdings for Legacy Advisors
Legacy Advisors holds 337 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Gmo Etf Trust Us Quality Etf (QLTY) | 13.4 | $143M | -2% | 3.4M | 41.70 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 7.1 | $76M | +118% | 110k | 686.81 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 4.9 | $52M | +15% | 352k | 148.31 |
|
| MasTec (MTZ) | 4.8 | $52M | +32% | 124k | 416.06 |
|
| Apple (AAPL) | 4.0 | $43M | +22% | 150k | 289.36 |
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| Ishares Tr Rus 1000 Etf (IWB) | 3.4 | $37M | 89k | 409.50 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 2.9 | $32M | +5% | 42k | 746.77 |
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| Ishares Tr Core S&p500 Etf (IVV) | 2.7 | $29M | -31% | 39k | 748.88 |
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| Advisors Inner Circle Fd Iii Gqg Us Equit Etf (GQGU) | 2.3 | $24M | 959k | 25.40 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 2.2 | $24M | +16% | 66k | 357.37 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 2.1 | $23M | -2% | 207k | 110.32 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 1.8 | $20M | 103k | 190.52 |
|
|
| Meta Platforms Cl A (META) | 1.8 | $19M | +15% | 34k | 563.29 |
|
| Amazon (AMZN) | 1.6 | $18M | +19% | 74k | 238.34 |
|
| Vertex Cl A (VERX) | 1.4 | $15M | 1.3M | 11.48 |
|
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.4 | $15M | 41k | 370.04 |
|
|
| NVIDIA Corporation (NVDA) | 1.4 | $15M | +30% | 75k | 200.09 |
|
| Microsoft Corporation (MSFT) | 1.3 | $14M | +15% | 38k | 373.02 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.2 | $13M | 17k | 736.38 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $12M | +3% | 24k | 500.40 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.1 | $12M | +19% | 138k | 85.49 |
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 1.0 | $11M | 16k | 703.33 |
|
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| Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) | 1.0 | $11M | 238k | 44.36 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.9 | $10M | 27k | 365.87 |
|
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| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $9.6M | 30k | 323.94 |
|
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| Johnson & Johnson (JNJ) | 0.9 | $9.4M | +4% | 37k | 253.97 |
|
| Amentum Holdings (AMTM) | 0.8 | $9.1M | 9.1M | 1.00 |
|
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.8 | $8.5M | 87k | 98.20 |
|
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.7 | $8.0M | +300% | 64k | 124.17 |
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| Uber Technologies (UBER) | 0.7 | $7.9M | +8% | 109k | 72.16 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.7 | $7.4M | +12% | 234k | 31.71 |
|
| Micron Technology (MU) | 0.7 | $7.1M | +335% | 6.2k | 1154.20 |
|
| Fulton Financial (FULT) | 0.6 | $6.8M | 281k | 24.19 |
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| Tesla Motors (TSLA) | 0.6 | $6.2M | +3% | 15k | 420.60 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $6.2M | +12% | 19k | 327.33 |
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| Bentley Sys Com Cl B (BSY) | 0.5 | $5.8M | 195k | 29.89 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.5 | $5.5M | 35k | 158.03 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.4 | $4.7M | +3% | 9.9k | 478.52 |
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| Roblox Corp Cl A (RBLX) | 0.4 | $4.7M | 86k | 54.38 |
|
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| Enterprise Products Partners (EPD) | 0.4 | $4.4M | 119k | 36.76 |
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| Abbvie (ABBV) | 0.4 | $4.2M | +8% | 17k | 251.65 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $4.0M | +286% | 49k | 80.57 |
|
| Broadcom (AVGO) | 0.4 | $3.9M | +28% | 10k | 377.75 |
|
| McDonald's Corporation (MCD) | 0.4 | $3.9M | +8% | 14k | 270.31 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $3.5M | +699% | 41k | 86.14 |
|
| Spdr Series Trust St Str Sp Div (SDY) | 0.3 | $3.4M | +2% | 22k | 152.18 |
|
| Amphenol Corp Cl A (APH) | 0.3 | $3.4M | +39% | 19k | 176.32 |
|
| MercadoLibre (MELI) | 0.3 | $3.2M | 1.9k | 1697.39 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $3.0M | 9.9k | 303.12 |
|
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| Applied Materials (AMAT) | 0.3 | $2.9M | +2% | 4.0k | 722.91 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $2.7M | -4% | 7.5k | 368.38 |
|
| Lam Research Corp Com New (LRCX) | 0.3 | $2.7M | +5% | 6.3k | 433.56 |
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| Select Sector Spdr Tr St Str Stapl Etf (XLP) | 0.2 | $2.6M | 31k | 83.07 |
|
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| Eli Lilly & Co. (LLY) | 0.2 | $2.6M | +21% | 2.2k | 1199.30 |
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| Bank of America Corporation (BAC) | 0.2 | $2.6M | +29% | 45k | 56.98 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.2 | $2.4M | -4% | 17k | 141.89 |
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| Home Depot (HD) | 0.2 | $2.4M | +89% | 6.8k | 352.68 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $2.3M | +32% | 11k | 217.93 |
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| PNC Financial Services (PNC) | 0.2 | $2.3M | +2% | 9.4k | 246.23 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.2 | $2.2M | +59% | 1.1k | 1989.44 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $2.2M | 6.5k | 343.91 |
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|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.2 | $2.2M | NEW | 24k | 94.57 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $2.1M | 16k | 137.53 |
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| Williams Companies (WMB) | 0.2 | $2.1M | -9% | 29k | 74.34 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $2.1M | 7.1k | 300.43 |
|
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| Visa Com Cl A (V) | 0.2 | $2.1M | +14% | 6.1k | 343.11 |
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| Costco Wholesale Corporation (COST) | 0.2 | $2.0M | +2% | 2.2k | 935.47 |
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| American Express Company (AXP) | 0.2 | $2.0M | +37% | 6.0k | 338.25 |
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| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.2 | $2.0M | +45% | 13k | 158.66 |
|
| Pepsi (PEP) | 0.2 | $2.0M | +32% | 15k | 135.40 |
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| Advanced Micro Devices (AMD) | 0.2 | $2.0M | +22% | 3.5k | 580.83 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $1.9M | 102k | 19.12 |
|
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| Hims & Hers Health Com Cl A (HIMS) | 0.2 | $1.8M | 52k | 34.67 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $1.8M | 11k | 164.27 |
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| Walt Disney Company (DIS) | 0.2 | $1.8M | +55% | 19k | 96.25 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $1.8M | 7.3k | 242.42 |
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| Abbott Laboratories (ABT) | 0.2 | $1.7M | 19k | 90.74 |
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| Marvell Technology (MRVL) | 0.2 | $1.7M | +20% | 5.7k | 297.87 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $1.6M | 21k | 77.11 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $1.6M | 16k | 103.88 |
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| Hca Holdings (HCA) | 0.1 | $1.6M | 4.1k | 389.89 |
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| Amgen (AMGN) | 0.1 | $1.6M | 4.4k | 362.14 |
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| Norfolk Southern (NSC) | 0.1 | $1.6M | 5.0k | 314.59 |
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| Coherent Corp (COHR) | 0.1 | $1.6M | NEW | 4.0k | 394.47 |
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| W.W. Grainger (GWW) | 0.1 | $1.5M | 1.1k | 1360.40 |
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| Ge Vernova (GEV) | 0.1 | $1.5M | 1.3k | 1175.06 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $1.5M | -8% | 20k | 76.11 |
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| Merck & Co (MRK) | 0.1 | $1.5M | +41% | 11k | 129.35 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $1.5M | 6.5k | 227.06 |
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| NVR (NVR) | 0.1 | $1.4M | 212.00 | 6813.40 |
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| Ge Aerospace Com New (GE) | 0.1 | $1.4M | +6% | 3.9k | 373.75 |
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| Boeing Company (BA) | 0.1 | $1.4M | +92% | 6.5k | 216.47 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $1.4M | 2.7k | 513.67 |
|
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $1.4M | -3% | 27k | 50.58 |
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| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $1.4M | 15k | 90.10 |
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| Caterpillar (CAT) | 0.1 | $1.3M | +28% | 1.3k | 1065.10 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $1.3M | 11k | 121.42 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $1.3M | +4% | 3.4k | 397.68 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $1.3M | +9% | 18k | 73.41 |
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| Oracle Corporation (ORCL) | 0.1 | $1.3M | +13% | 8.9k | 146.54 |
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| Intel Corporation (INTC) | 0.1 | $1.3M | NEW | 9.4k | 139.63 |
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| Emerson Electric (EMR) | 0.1 | $1.3M | +7% | 9.0k | 143.14 |
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| Chevron Corporation (CVX) | 0.1 | $1.3M | +8% | 7.8k | 165.77 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $1.3M | +54% | 52k | 24.55 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $1.3M | +690% | 11k | 119.52 |
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| Equifax (EFX) | 0.1 | $1.3M | 8.0k | 158.72 |
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| CNO Financial (CNO) | 0.1 | $1.2M | -7% | 25k | 50.98 |
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| Spotify Technology S A SHS (SPOT) | 0.1 | $1.2M | 2.7k | 459.13 |
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| Provident Financial Services (PFS) | 0.1 | $1.2M | 52k | 23.64 |
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| Netflix (NFLX) | 0.1 | $1.2M | +11% | 17k | 71.40 |
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| Cimpress Shs Euro (CMPR) | 0.1 | $1.2M | 12k | 101.70 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $1.2M | NEW | 23k | 51.85 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $1.1M | 34k | 33.29 |
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| Nano Nuclear Energy (NNE) | 0.1 | $1.1M | 54k | 21.14 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $1.1M | +4% | 12k | 95.98 |
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| Cisco Systems (CSCO) | 0.1 | $1.1M | +29% | 9.4k | 117.46 |
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| Philip Morris International (PM) | 0.1 | $1.1M | +8% | 6.0k | 180.91 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.1 | $1.1M | 21k | 50.69 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $1.1M | +134% | 3.6k | 298.06 |
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| Procter & Gamble Company (PG) | 0.1 | $1.0M | +4% | 7.1k | 146.64 |
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| Enova Intl (ENVA) | 0.1 | $1.0M | 4.3k | 240.73 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $1.0M | NEW | 12k | 82.65 |
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| New Jersey Resources Corporation (NJR) | 0.1 | $1.0M | 18k | 56.52 |
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| Goldman Sachs Etf Tr Access Us Agrat (GCOR) | 0.1 | $991k | +4% | 24k | 41.16 |
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| Equinix (EQIX) | 0.1 | $988k | +2% | 948.00 | 1042.41 |
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| Wal-Mart Stores (WMT) | 0.1 | $979k | +8% | 8.6k | 113.26 |
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| Pfizer (PFE) | 0.1 | $977k | +51% | 41k | 24.08 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $972k | 4.1k | 236.60 |
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| Arch Cap Group Ord (ACGL) | 0.1 | $933k | 9.6k | 97.06 |
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| White Mountains Insurance Gp (WTM) | 0.1 | $929k | 448.00 | 2073.39 |
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| Kla Corp Com New (KLAC) | 0.1 | $926k | +1071% | 3.1k | 301.71 |
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| Starbucks Corporation (SBUX) | 0.1 | $923k | +8% | 9.0k | 102.19 |
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| Venture Global Com Cl A (VG) | 0.1 | $863k | 78k | 11.13 |
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| Palo Alto Networks (PANW) | 0.1 | $838k | +20% | 2.5k | 341.00 |
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| Deere & Company (DE) | 0.1 | $836k | +7% | 1.3k | 634.49 |
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| Automatic Data Processing (ADP) | 0.1 | $834k | +181% | 3.7k | 225.65 |
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| Datadog Cl A Com (DDOG) | 0.1 | $830k | +19% | 3.2k | 260.36 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $830k | +15% | 11k | 77.91 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $809k | +2% | 3.8k | 212.78 |
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| Innovator Etfs Trust Us Eqty Ultra B (USEP) | 0.1 | $778k | -22% | 19k | 41.33 |
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| Servicenow (NOW) | 0.1 | $773k | +5% | 7.8k | 99.28 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $754k | +27% | 4.0k | 189.74 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $751k | +10% | 3.4k | 219.44 |
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| Synopsys (SNPS) | 0.1 | $723k | +6% | 1.6k | 446.07 |
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| Edwards Lifesciences (EW) | 0.1 | $721k | +2% | 8.0k | 90.46 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $713k | +2% | 1.6k | 450.98 |
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| Wells Fargo & Company (WFC) | 0.1 | $713k | +48% | 8.6k | 82.64 |
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| Truist Financial Corp equities (TFC) | 0.1 | $712k | -16% | 14k | 49.82 |
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| S&T Ban (STBA) | 0.1 | $712k | 15k | 49.08 |
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| Verizon Communications (VZ) | 0.1 | $707k | +50% | 17k | 42.34 |
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| Markel Corporation (MKL) | 0.1 | $707k | 362.00 | 1953.01 |
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| Cigna Corp (CI) | 0.1 | $699k | +19% | 2.5k | 275.68 |
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| Ishares Msci Eurzone Etf (EZU) | 0.1 | $695k | 10k | 69.50 |
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| Air Products & Chemicals (APD) | 0.1 | $690k | +57% | 2.4k | 293.18 |
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| Gildan Activewear Inc Com Cad (GIL) | 0.1 | $689k | 13k | 51.60 |
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| Cadence Design Systems (CDNS) | 0.1 | $687k | +7% | 1.8k | 375.32 |
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| Chubb (CB) | 0.1 | $686k | NEW | 2.0k | 341.76 |
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| TJX Companies (TJX) | 0.1 | $683k | 4.5k | 151.50 |
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| T Rowe Price Exchange-traded Price Div Grwt (TDVG) | 0.1 | $659k | NEW | 13k | 49.03 |
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| Toast Cl A (TOST) | 0.1 | $653k | -10% | 24k | 27.82 |
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| Reinsurance Group Amer Com New (RGA) | 0.1 | $651k | -5% | 3.1k | 212.64 |
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| Ishares Tr Core Msci Total (IXUS) | 0.1 | $650k | -4% | 6.8k | 95.44 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $644k | -8% | 5.5k | 117.67 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $641k | +42% | 9.0k | 71.25 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $637k | +41% | 6.6k | 96.58 |
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| Union Pacific Corporation (UNP) | 0.1 | $626k | +14% | 2.3k | 272.03 |
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| Morgan Stanley Com New (MS) | 0.1 | $607k | +9% | 2.9k | 209.01 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $592k | +26% | 776.00 | 763.18 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $587k | 2.7k | 221.20 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $587k | 4.0k | 146.41 |
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| Corteva (CTVA) | 0.1 | $585k | +6% | 6.9k | 84.69 |
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| United Parcel Svcs CL B (UPS) | 0.1 | $579k | 5.4k | 107.50 |
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| Huntington Bancshares Incorporated (HBAN) | 0.1 | $577k | 32k | 17.89 |
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| UnitedHealth (UNH) | 0.1 | $575k | +27% | 1.4k | 415.66 |
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| Goldman Sachs (GS) | 0.1 | $565k | +16% | 558.00 | 1011.90 |
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| Spdr Series Trust ST STR SP600 SML (SPSM) | 0.1 | $546k | 9.5k | 57.67 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $540k | 3.3k | 163.58 |
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| Ishares Tr Micro-cap Etf (IWC) | 0.0 | $534k | 2.7k | 200.04 |
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| International Business Machines (IBM) | 0.0 | $533k | +15% | 1.9k | 281.20 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $523k | 9.3k | 56.33 |
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| Ametek (AME) | 0.0 | $508k | +113% | 2.1k | 241.94 |
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| Neuberger Berman Mlp Income (NML) | 0.0 | $507k | 50k | 10.14 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $503k | 5.7k | 88.54 |
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| Honeywell International (HON) | 0.0 | $497k | NEW | 2.2k | 223.90 |
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| Stryker Corporation (SYK) | 0.0 | $496k | NEW | 1.6k | 314.84 |
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| Okta Cl A (OKTA) | 0.0 | $491k | NEW | 3.6k | 136.45 |
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| Honeywell Aerospace (HONA) | 0.0 | $490k | NEW | 2.2k | 221.08 |
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| Corning Incorporated (GLW) | 0.0 | $488k | NEW | 1.9k | 255.43 |
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| American Tower Reit (AMT) | 0.0 | $483k | +13% | 3.0k | 163.57 |
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| Eaton Corp SHS (ETN) | 0.0 | $482k | -27% | 1.1k | 426.12 |
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| Danaher Corporation (DHR) | 0.0 | $479k | +34% | 2.5k | 190.48 |
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| Bristol Myers Squibb (BMY) | 0.0 | $464k | +9% | 8.1k | 57.62 |
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| General Motors Company (GM) | 0.0 | $461k | 6.0k | 77.08 |
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| Global X Fds Global X Uranium (URA) | 0.0 | $456k | 10k | 43.70 |
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| Ishares Tr Hdg Msci Eafe (HEFA) | 0.0 | $453k | NEW | 9.7k | 46.92 |
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| Qualcomm (QCOM) | 0.0 | $452k | +18% | 2.4k | 184.80 |
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| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.0 | $449k | NEW | 2.6k | 170.85 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $445k | +13% | 2.8k | 156.72 |
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| Cardinal Health (CAH) | 0.0 | $438k | +11% | 1.8k | 237.56 |
|
| Coca-Cola Company (KO) | 0.0 | $430k | +48% | 5.3k | 81.80 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $427k | 5.2k | 82.34 |
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| Public Service Enterprise (PEG) | 0.0 | $420k | +2% | 5.2k | 81.16 |
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| Becton, Dickinson and (BDX) | 0.0 | $419k | -11% | 2.8k | 151.34 |
|
| Oklo Com Cl A (OKLO) | 0.0 | $413k | 7.9k | 52.33 |
|
|
| Fair Isaac Corporation (FICO) | 0.0 | $412k | +14% | 345.00 | 1194.78 |
|
| Wisdomtree Tr Us Quality Grow (QGRW) | 0.0 | $411k | 6.2k | 66.03 |
|
|
| Linde SHS (LIN) | 0.0 | $404k | 779.00 | 518.94 |
|
|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.0 | $395k | +18% | 8.6k | 45.70 |
|
| Ishares Tr U.s. Bas Mtl Etf (IYM) | 0.0 | $394k | 2.2k | 179.50 |
|
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $391k | 9.2k | 42.62 |
|
|
| Ishares Tr Global Tech Etf (IXN) | 0.0 | $390k | 2.7k | 144.48 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $390k | 13k | 29.43 |
|
|
| O'reilly Automotive (ORLY) | 0.0 | $389k | -2% | 4.2k | 92.09 |
|
| salesforce (CRM) | 0.0 | $386k | -7% | 2.5k | 157.20 |
|
| Cummins (CMI) | 0.0 | $384k | +19% | 538.00 | 713.21 |
|
| Icon Pub SHS (ICLR) | 0.0 | $382k | 2.2k | 173.71 |
|
|
| Magnite Ord (MGNI) | 0.0 | $379k | NEW | 20k | 18.98 |
|
| Rambus (RMBS) | 0.0 | $371k | NEW | 2.8k | 132.74 |
|
| Goldman Sachs Etf Tr Access Invt Gr (GIGB) | 0.0 | $367k | +2% | 8.0k | 45.91 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $356k | +11% | 710.00 | 501.36 |
|
| AFLAC Incorporated (AFL) | 0.0 | $355k | NEW | 3.0k | 117.25 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $351k | +37% | 3.0k | 116.68 |
|
| Marsh & McLennan Companies (MRSH) | 0.0 | $351k | -35% | 2.1k | 166.66 |
|
| Johnson Controls Internation SHS (JCI) | 0.0 | $349k | NEW | 2.4k | 146.51 |
|
| Qorvo (QRVO) | 0.0 | $347k | NEW | 3.7k | 93.27 |
|
| Dycom Industries (DY) | 0.0 | $338k | 668.00 | 505.82 |
|
|
| Ishares Tr Msci Usa Value (VLUE) | 0.0 | $336k | 1.7k | 199.84 |
|
|
| RPM International (RPM) | 0.0 | $328k | NEW | 3.0k | 111.15 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $325k | NEW | 3.1k | 103.45 |
|
| Waste Management (WM) | 0.0 | $323k | -22% | 1.5k | 222.88 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $323k | +16% | 872.00 | 370.59 |
|
| Spdr Series Trust St Str Sp Semi (XSD) | 0.0 | $312k | NEW | 500.00 | 623.70 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $308k | 2.0k | 156.95 |
|
|
| Remitly Global (RELY) | 0.0 | $307k | NEW | 14k | 22.41 |
|
| Moody's Corporation (MCO) | 0.0 | $307k | +16% | 678.00 | 452.92 |
|
| Nordson Corporation (NDSN) | 0.0 | $305k | NEW | 1.0k | 302.51 |
|
| V.F. Corporation (VFC) | 0.0 | $304k | -3% | 18k | 16.68 |
|
| PPL Corporation (PPL) | 0.0 | $301k | 8.2k | 36.64 |
|
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.0 | $301k | 4.8k | 62.20 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $300k | 704.00 | 426.61 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $300k | 1.2k | 242.99 |
|
|
| Phreesia (PHR) | 0.0 | $300k | 29k | 10.29 |
|
|
| Coca-Cola Bottling Co. Consolidated (COKE) | 0.0 | $297k | NEW | 1.6k | 190.92 |
|
| Toyota Motor Corp Ads (TM) | 0.0 | $293k | +13% | 1.7k | 168.42 |
|
| Citigroup Com New (C) | 0.0 | $292k | NEW | 2.1k | 139.96 |
|
| Kkr & Co (KKR) | 0.0 | $291k | +12% | 3.2k | 91.78 |
|
| General Dynamics Corporation (GD) | 0.0 | $291k | NEW | 820.00 | 354.24 |
|
| Metropcs Communications (TMUS) | 0.0 | $290k | +10% | 1.7k | 167.73 |
|
| Paychex (PAYX) | 0.0 | $290k | 3.0k | 98.33 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $290k | +2% | 1.1k | 255.68 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $287k | +25% | 293.00 | 978.12 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $286k | 727.00 | 393.96 |
|
|
| Us Bancorp Com New (USB) | 0.0 | $286k | -16% | 4.7k | 60.40 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $286k | NEW | 1.5k | 188.09 |
|
| Ncino (NCNO) | 0.0 | $285k | +65% | 17k | 16.35 |
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $285k | 4.3k | 67.01 |
|
|
| Southern Company (SO) | 0.0 | $284k | +20% | 3.0k | 95.71 |
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $284k | -56% | 949.00 | 299.01 |
|
| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.0 | $283k | NEW | 4.4k | 63.85 |
|
| Goldman Sachs Etf Tr Activebeta Eme (GEM) | 0.0 | $279k | -2% | 5.4k | 52.00 |
|
| Qnity Electronics Common Stock (Q) | 0.0 | $279k | NEW | 1.7k | 163.31 |
|
| Nucor Corporation (NUE) | 0.0 | $278k | NEW | 1.3k | 222.75 |
|
| At&t (T) | 0.0 | $278k | +33% | 13k | 20.70 |
|
| Targa Res Corp (TRGP) | 0.0 | $278k | 1.0k | 268.12 |
|
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $277k | NEW | 2.5k | 110.15 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $277k | 1.7k | 164.60 |
|
|
| American Intl Group Com New (AIG) | 0.0 | $276k | +16% | 3.7k | 74.53 |
|
| Citizens Financial (CFG) | 0.0 | $275k | -6% | 3.9k | 70.07 |
|
| Zscaler Incorporated (ZS) | 0.0 | $275k | -23% | 1.9k | 141.15 |
|
| Monster Beverage Corp (MNST) | 0.0 | $273k | NEW | 2.8k | 96.11 |
|
| Goldman Sachs Etf Tr Access Inflati (GTIP) | 0.0 | $272k | +4% | 5.6k | 48.85 |
|
| Lumen Technologies (LUMN) | 0.0 | $272k | NEW | 35k | 7.68 |
|
| Vanguard World Financials Etf (VFH) | 0.0 | $272k | 2.1k | 131.60 |
|
|
| Altria (MO) | 0.0 | $272k | +17% | 3.7k | 73.01 |
|
| OceanFirst Financial (OCFC) | 0.0 | $266k | NEW | 14k | 19.53 |
|
| Sandisk Corp (SNDK) | 0.0 | $262k | NEW | 115.00 | 2279.80 |
|
| Bankunited (BKU) | 0.0 | $262k | 5.4k | 48.45 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $261k | 3.1k | 83.75 |
|
|
| Bwx Technologies (BWXT) | 0.0 | $259k | +28% | 1.3k | 194.65 |
|
| Vistra Energy (VST) | 0.0 | $256k | +5% | 1.6k | 158.63 |
|
| Goldman Sachs Etf Tr Activebeta Eur (GSEU) | 0.0 | $255k | 5.2k | 48.56 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $254k | NEW | 5.9k | 43.18 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $252k | NEW | 508.00 | 496.73 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $250k | 1.6k | 156.30 |
|
|
| Church & Dwight (CHD) | 0.0 | $249k | NEW | 2.6k | 96.88 |
|
| Blackrock (BLK) | 0.0 | $247k | NEW | 257.00 | 961.56 |
|
| Fiserv (FISV) | 0.0 | $245k | -43% | 5.0k | 49.05 |
|
| Astrazeneca Ord (AZN) | 0.0 | $243k | NEW | 1.3k | 189.15 |
|
| Ishares Tr Global Energ Etf (IXC) | 0.0 | $242k | 4.9k | 49.13 |
|
|
| American Electric Power Company (AEP) | 0.0 | $240k | NEW | 1.8k | 136.81 |
|
| Wise Group Ord Shs Class A | 0.0 | $240k | NEW | 20k | 11.91 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $238k | -8% | 2.1k | 111.06 |
|
| Box Cl A (BOX) | 0.0 | $238k | NEW | 9.0k | 26.54 |
|
| Ast Spacemobile Com Cl A (ASTS) | 0.0 | $238k | NEW | 2.7k | 88.86 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $237k | NEW | 1.2k | 205.05 |
|
| Western Digital (WDC) | 0.0 | $237k | NEW | 371.00 | 638.16 |
|
| FedEx Corporation (FDX) | 0.0 | $237k | NEW | 753.00 | 314.35 |
|
| Verisk Analytics (VRSK) | 0.0 | $237k | +2% | 1.3k | 179.53 |
|
| Ford Motor Company (F) | 0.0 | $237k | 17k | 13.90 |
|
|
| Docusign (DOCU) | 0.0 | $235k | NEW | 5.3k | 44.42 |
|
| Pinterest Cl A (PINS) | 0.0 | $232k | NEW | 11k | 21.03 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $230k | NEW | 2.8k | 82.62 |
|
| Cme (CME) | 0.0 | $229k | -6% | 1.0k | 220.83 |
|
| Nextdecade Corp (NEXT) | 0.0 | $226k | NEW | 30k | 7.54 |
|
| Capital One Financial (COF) | 0.0 | $226k | NEW | 1.1k | 200.63 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.0 | $223k | +5% | 4.0k | 55.18 |
|
| Msci (MSCI) | 0.0 | $221k | +2% | 395.00 | 560.04 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $221k | NEW | 1.7k | 126.58 |
|
| D.R. Horton (DHI) | 0.0 | $219k | NEW | 1.3k | 162.88 |
|
| L3harris Technologies (LHX) | 0.0 | $219k | NEW | 753.00 | 290.48 |
|
| Teledyne Technologies Incorporated (TDY) | 0.0 | $215k | -2% | 323.00 | 666.90 |
|
| Intercontinental Exchange (ICE) | 0.0 | $208k | NEW | 1.7k | 123.11 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $206k | NEW | 600.00 | 342.83 |
|
| Prudential Financial (PRU) | 0.0 | $203k | NEW | 1.9k | 107.93 |
|
| Coreweave Com Cl A (CRWV) | 0.0 | $203k | NEW | 2.0k | 99.54 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $203k | NEW | 398.00 | 508.89 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $202k | 1.8k | 114.18 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $202k | NEW | 800.00 | 252.23 |
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $201k | NEW | 2.4k | 82.84 |
|
| Vanguard World Industrial Etf (VIS) | 0.0 | $200k | NEW | 555.00 | 360.38 |
|
| American Airls (AAL) | 0.0 | $199k | NEW | 11k | 18.07 |
|
| ardmore Shipping (ASC) | 0.0 | $161k | NEW | 12k | 14.01 |
|
| Stellantis SHS (STLA) | 0.0 | $154k | +118% | 27k | 5.74 |
|
| Blue Owl Capital Com Cl A (OWL) | 0.0 | $149k | +42% | 17k | 8.75 |
|
| BlackRock MuniHoldings Fund (MHD) | 0.0 | $144k | NEW | 12k | 11.96 |
|
| Nuscale Pwr Corp Cl A Com (SMR) | 0.0 | $131k | 13k | 10.03 |
|
|
| Cion Invt Corp (CION) | 0.0 | $106k | 17k | 6.23 |
|
|
| Cleveland-cliffs (CLF) | 0.0 | $100k | NEW | 11k | 9.39 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $75k | NEW | 13k | 5.83 |
|
| Pioneer Pwr Solutions Com New (PPSI) | 0.0 | $63k | 16k | 3.94 |
|
|
| Evolv Technologies Hldngs In Com Cl A (EVLV) | 0.0 | $62k | 11k | 5.80 |
|
|
| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $62k | +94% | 27k | 2.25 |
|
| Sangoma Technologies Corp Com New (SANG) | 0.0 | $38k | 10k | 3.81 |
|
|
| Getty Images Holdings Cl A Com (GETY) | 0.0 | $28k | NEW | 33k | 0.86 |
|
| Net Power Com Cl A (NPWR) | 0.0 | $27k | 16k | 1.67 |
|
|
| Klotho Neurosciences (GRML) | 0.0 | $27k | NEW | 105k | 0.26 |
|
| Origin Agritech Shs New (SEED) | 0.0 | $22k | 21k | 1.06 |
|
Past Filings by Legacy Advisors
SEC 13F filings are viewable for Legacy Advisors going back to 2017
- 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
- Legacy Advisors 2022 Q3 filed Nov. 9, 2022