Legacy Advisors

Latest statistics and disclosures from Legacy Advisors's latest quarterly 13F-HR filing:

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Positions held by Legacy Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Legacy Advisors

Legacy Advisors holds 242 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Mastec Common Stock (MTZ) 24.8 $135M -13% 1.6M 85.33
Ishares Tr Exchange Traded Fund (OEF) 10.3 $56M -16% 330k 170.57
Ishares Tr Exchange Traded Fund (IVV) 2.8 $15M +777% 40k 384.21
Apple Common Stock (AAPL) 2.0 $11M +10% 83k 129.93
Spdr S&p 500 Etf Tr Exchange Traded Fund (SPY) 1.8 $9.7M +8% 25k 382.42
Johnson & Johnson Common Stock (JNJ) 1.8 $9.7M +10% 55k 176.65
Ishares Tr Exchange Traded Fund (IJR) 1.5 $8.3M +64% 88k 94.64
Microsoft Corp Common Stock (MSFT) 1.5 $8.3M +18% 35k 239.82
Spdr S&p Midcap 400 Etf Tr Exchange Traded Fund (MDY) 1.4 $7.8M +10% 18k 442.79
Bentley Sys Common Stock (BSY) 1.3 $7.2M 195k 36.96
Unitedhealth Group Common Stock (UNH) 1.2 $6.7M +20% 13k 530.18
Vanguard Index Fds Exchange Traded Fund (VOO) 1.1 $6.2M -5% 18k 351.34
Vanguard Bd Index Fds Exchange Traded Fund (BSV) 1.1 $5.9M NEW 78k 75.28
United Parcel Service Common Stock (UPS) 1.0 $5.2M +13% 30k 173.84

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Alphabet Common Stock (GOOGL) 0.9 $5.0M +19% 57k 88.23
Marsh & Mclennan Cos Common Stock (MMC) 0.9 $4.8M +21% 29k 165.48
Fulton Finl Corp Pa Common Stock (FULT) 0.9 $4.8M 281k 16.98
Nike Common Stock (NKE) 0.8 $4.5M +23% 38k 117.01
Amazon Common Stock (AMZN) 0.8 $4.5M -6% 53k 84.00
Cvs Health Corp Common Stock (CVS) 0.8 $4.5M +10% 48k 93.19
Grainger W W Common Stock (GWW) 0.8 $4.2M +10% 7.6k 556.25
Lowes Cos Common Stock (LOW) 0.8 $4.2M +13% 21k 199.24
Ross Stores Common Stock (ROST) 0.7 $4.1M +13% 35k 116.07
Pepsico Common Stock (PEP) 0.7 $4.0M +33% 22k 181.69
Amerisourcebergen Corp Common Stock (ABC) 0.7 $3.9M +14% 24k 165.71
Sysco Corp Common Stock (SYY) 0.7 $3.8M +11% 50k 76.45
Dollar Gen Corp Common Stock (DG) 0.7 $3.8M +12% 16k 246.80
Microchip Technology Common Stock (MCHP) 0.7 $3.8M +13% 54k 70.25
Chevron Corp Common Stock (CVX) 0.7 $3.7M +11% 20k 179.49
Amgen Common Stock (AMGN) 0.7 $3.7M 14k 262.64
Berkshire Hathaway Inc Del Common Stock (BRK.B) 0.6 $3.5M +2% 11k 308.90
Invesco Qqq Tr Exchange Traded Fund (QQQ) 0.6 $3.4M 13k 266.28
Thermo Fisher Scientific Common Stock (TMO) 0.6 $3.4M +22% 6.2k 550.98
Disney Walt Common Stock (DIS) 0.6 $3.4M +19% 40k 86.88
Mondelez Intl Common Stock (MDLZ) 0.6 $3.4M +13% 50k 67.04
Coca Cola Common Stock (KO) 0.6 $3.3M +10% 52k 63.61
Uber Technologies Common Stock (UBER) 0.6 $3.1M 127k 24.73
Accenture Plc Ireland Common Stock (ACN) 0.5 $3.0M +46% 11k 266.84
Us Bancorp Del Common Stock (USB) 0.5 $2.9M +13% 66k 44.09
State Str Corp Common Stock (STT) 0.5 $2.8M +12% 36k 78.20
Roblox Corp Common Stock (RBLX) 0.5 $2.8M 98k 28.46
Pfizer Common Stock (PFE) 0.5 $2.8M +27% 54k 51.24
Philip Morris Intl Common Stock (PM) 0.5 $2.7M +10% 27k 102.48
Conagra Brands Common Stock (CAG) 0.5 $2.6M +11% 68k 38.70
Equifax Common Stock (EFX) 0.5 $2.6M +11% 13k 194.36
Select Sector Spdr Tr Exchange Traded Fund (XLK) 0.5 $2.5M 20k 124.44
Stryker Corporation Common Stock (SYK) 0.4 $2.4M +36% 10k 244.49
Vanguard Intl Equity Index F Exchange Traded Fund (VEU) 0.4 $2.4M NEW 49k 50.14
Ishares Tr Exchange Traded Fund (IJH) 0.4 $2.4M +284% 10k 241.89
Starbucks Corp Common Stock (SBUX) 0.4 $2.3M +20% 24k 99.20
Medtronic Common Stock (MDT) 0.4 $2.3M +10% 29k 78.39
Smucker J M Common Stock (SJM) 0.4 $2.3M +11% 14k 158.46
Home Depot Common Stock (HD) 0.4 $2.2M +23% 7.0k 315.86
Ishares Tr Exchange Traded Fund (IWF) 0.4 $2.2M -8% 10k 214.24
Global Pmts Common Stock (GPN) 0.4 $2.1M +10% 22k 99.32
Procter And Gamble Common Stock (PG) 0.4 $2.1M +27% 14k 151.56
Becton Dickinson & Co Common Stock (BDX) 0.4 $2.1M +30% 8.4k 254.30
Select Sector Spdr Tr Exchange Traded Fund (XLP) 0.4 $2.1M 29k 74.55
Automatic Data Processing In Common Stock (ADP) 0.4 $2.1M +23% 8.6k 240.09
Spdr Gold Tr Exchange Traded Fund (GLD) 0.4 $2.0M 12k 169.64
Alphabet Common Stock (GOOG) 0.4 $2.0M +6% 22k 88.73
Meta Platforms Common Stock (META) 0.4 $2.0M 16k 120.34
Mastercard Incorporated Common Stock (MA) 0.3 $1.8M +34% 5.2k 347.73
Perrigo Common Stock (PRGO) 0.3 $1.7M +12% 50k 34.09
Mercadolibre Common Stock (MELI) 0.3 $1.7M 2.0k 846.24
Texas Instrs Common Stock (TXN) 0.3 $1.6M +37% 9.6k 165.22
Intuit Common Stock (INTU) 0.3 $1.5M +56% 3.9k 389.22
Servicenow Common Stock (NOW) 0.3 $1.5M -5% 3.8k 388.27
Baxter Intl Common Stock (BAX) 0.3 $1.5M NEW 29k 51.25
Tjx Cos Common Stock (TJX) 0.3 $1.4M +26% 18k 79.60
Enterprise Prods Partners L Common Stock (EPD) 0.3 $1.4M 57k 24.12
Goldman Sachs Etf Tr Exchange Traded Fund (GSLC) 0.2 $1.3M 17k 76.48
Schwab Strategic Tr Exchange Traded Fund (SCHD) 0.2 $1.3M +114% 17k 75.54
Vanguard Index Fds Exchange Traded Fund (VV) 0.2 $1.3M 7.5k 174.20
Bank America Corp Common Stock (BAC) 0.2 $1.3M +4% 39k 33.12
Merck & Co Common Stock (MRK) 0.2 $1.2M -2% 11k 111.67
Waste Mgmt Inc Del Common Stock (WM) 0.2 $1.2M +34% 7.4k 156.88
Select Sector Spdr Tr Exchange Traded Fund (XLV) 0.2 $1.1M 8.3k 135.85
Ishares Tr Exchange Traded Fund (IWB) 0.2 $1.1M +96% 5.3k 210.52
Spdr Ser Tr Exchange Traded Fund (SDY) 0.2 $1.1M -2% 8.9k 125.11
Lakeland Bancorp Common Stock (LBAI) 0.2 $1.1M 62k 17.61
Fortinet Common Stock (FTNT) 0.2 $1.1M +35% 22k 48.89
Ishares Tr Exchange Traded Fund (SHYG) 0.2 $1.1M NEW 26k 40.89
Energy Transfer Common Stock (ET) 0.2 $1.0M +10% 88k 11.87
Jpmorgan Chase & Co Common Stock (JPM) 0.2 $1.0M +29% 7.7k 134.10
Amphenol Corp Common Stock (APH) 0.2 $996k +66% 13k 76.34
Williams Cos Common Stock (WMB) 0.2 $993k 30k 32.90
Nice American Depository Receipt (NICE) 0.2 $984k +45% 5.1k 192.30
Comcast Corp Common Stock (CMCSA) 0.2 $977k +12% 28k 34.97
Ishares Tr Exchange Traded Fund (ITOT) 0.2 $977k 12k 84.80
New Jersey Res Corp Common Stock (NJR) 0.2 $965k 19k 50.01
Broadridge Finl Solutions In Common Stock (BR) 0.2 $953k +34% 7.1k 134.82
Vanguard Whitehall Fds Exchange Traded Fund (VYM) 0.2 $932k 8.6k 108.21
Goldman Sachs Etf Tr Exchange Traded Fund (GCOR) 0.2 $929k +18% 23k 41.21
Idexx Labs Common Stock (IDXX) 0.2 $927k +45% 2.3k 407.96
Alibaba Group Hldg American Depository Receipt (BABA) 0.2 $926k 11k 88.09
Boeing Common Stock (BA) 0.2 $920k 4.8k 190.49
Ishares Tr Exchange Traded Fund (IVW) 0.2 $910k 16k 58.50
Ishares Tr Exchange Traded Fund (IVE) 0.2 $904k 6.2k 145.07
Manhattan Associates Common Stock (MANH) 0.2 $897k +45% 7.4k 121.40
Moodys Corp Common Stock (MCO) 0.1 $816k +22% 2.9k 278.62
Vertex Common Stock (VERX) 0.1 $816k -6% 56k 14.51
Medpace Hldgs Common Stock (MEDP) 0.1 $814k +22% 3.8k 212.41
Abbvie Common Stock (ABBV) 0.1 $807k +4% 5.0k 161.61
Vanguard Bd Index Fds Exchange Traded Fund (BND) 0.1 $799k +76% 11k 71.84
Abbott Labs Common Stock (ABT) 0.1 $799k +28% 7.3k 109.79
Aerovironment Common Stock (AVAV) 0.1 $797k +45% 9.3k 85.66
Factset Resh Sys Common Stock (FDS) 0.1 $795k +45% 2.0k 401.21
Vanguard Index Fds Exchange Traded Fund (VTI) 0.1 $793k 4.1k 191.19
Cyberark Software Common Stock (CYBR) 0.1 $788k +45% 6.1k 129.65
Purecycle Technologies Common Stock (PCT) 0.1 $752k 111k 6.76
Rbc Bearings Common Stock (RBC) 0.1 $726k +45% 3.5k 209.35
Qualys Common Stock (QLYS) 0.1 $710k +74% 6.3k 112.23
Vanguard Index Fds Exchange Traded Fund (VO) 0.1 $704k 3.5k 203.81
Cisco Sys Common Stock (CSCO) 0.1 $703k +4% 15k 47.64
Pnc Finl Svcs Group Common Stock (PNC) 0.1 $695k 4.4k 157.94
Henry Jack & Assoc Common Stock (JKHY) 0.1 $668k +43% 3.8k 175.56
Taiwan Semiconductor Mfg American Depository Receipt (TSM) 0.1 $664k NEW 8.9k 74.60
Invesco Exchange Traded Fd T Exchange Traded Fund (SPHQ) 0.1 $660k 15k 44.00
Costar Group Common Stock (CSGP) 0.1 $656k +57% 8.5k 77.28
Bio-techne Corp Common Stock (TECH) 0.1 $656k +484% 7.9k 82.88
American Express Common Stock (AXP) 0.1 $654k +4% 4.4k 147.75
Tesla Common Stock (TSLA) 0.1 $653k +6% 5.3k 123.18
Resmed Common Stock (RMD) 0.1 $651k +45% 3.1k 208.13
Verisk Analytics Common Stock (VRSK) 0.1 $642k +35% 3.6k 176.42
Reinsurance Grp Of America I Common Stock (RGA) 0.1 $632k +6% 4.4k 142.09
Goldman Sachs Etf Tr Exchange Traded Fund (GSIE) 0.1 $629k 22k 28.93
Exxon Mobil Corp Common Stock (XOM) 0.1 $618k +12% 5.6k 110.30
Phreesia Common Stock (PHR) 0.1 $615k 19k 32.36
Visa Common Stock (V) 0.1 $605k -38% 2.9k 207.76
Ishares Tr Exchange Traded Fund (IWR) 0.1 $597k -2% 8.9k 67.45
Ball Corp Common Stock (BALL) 0.1 $594k +34% 12k 51.14
Ansys Common Stock (ANSS) 0.1 $594k +15% 2.5k 241.59
Lilly Eli & Co Common Stock (LLY) 0.1 $590k +5% 1.6k 365.75
Equinix Real Estate Investment Trust (EQIX) 0.1 $587k 896.00 655.03
Ishares Tr Exchange Traded Fund (ACWX) 0.1 $581k NEW 13k 45.50
Morningstar Common Stock (MORN) 0.1 $576k +45% 2.7k 216.59
Icon Common Stock (ICLR) 0.1 $565k +44% 2.9k 194.25
Bristol-myers Squibb Common Stock (BMY) 0.1 $565k +3% 7.8k 71.95
Cognex Corp Common Stock (CGNX) 0.1 $557k +45% 12k 47.11
Axis Cap Hldgs Common Stock (AXS) 0.1 $546k 10k 54.61
V F Corp Common Stock (VFC) 0.1 $514k +2% 19k 27.61
Dexcom Common Stock (DXCM) 0.1 $512k +45% 4.5k 113.24
Gentex Corp Common Stock (GNTX) 0.1 $499k +43% 18k 27.27
S & T Bancorp Common Stock (STBA) 0.1 $496k 15k 34.18
Conocophillips Common Stock (COP) 0.1 $494k +12% 4.2k 118.70
Blackrock Common Stock (BLK) 0.1 $492k +19% 694.00 708.63
Gaming & Leisure Pptys Real Estate Investment Trust (GLPI) 0.1 $479k 9.2k 52.09
Gildan Activewear Common Stock (GIL) 0.1 $476k 17k 27.40
Digital Rlty Tr Real Estate Investment Trust (DLR) 0.1 $470k 4.6k 101.49
Corteva Common Stock (CTVA) 0.1 $468k +14% 8.0k 58.78
Dropbox Common Stock (DBX) 0.1 $467k -6% 21k 22.38
Veeva Sys Common Stock (VEEV) 0.1 $465k +49% 2.9k 161.38
Netflix Common Stock (NFLX) 0.1 $460k -10% 1.6k 294.88
Illumina Common Stock (ILMN) 0.1 $458k +32% 2.3k 202.20
Air Prods & Chems Common Stock (APD) 0.1 $432k +18% 1.4k 308.26
Caterpillar Common Stock (CAT) 0.1 $416k +19% 1.7k 239.56
Aflac Common Stock (AFL) 0.1 $414k NEW 5.7k 71.94
Charter Communications Inc N Common Stock (CHTR) 0.1 $413k 1.2k 339.10
Repligen Corp Common Stock (RGEN) 0.1 $412k +82% 2.4k 169.31
Elevance Health Common Stock (ELV) 0.1 $411k +5% 801.00 512.97
Commvault Sys Common Stock (CVLT) 0.1 $408k NEW 6.5k 62.84
Verizon Communications Common Stock (VZ) 0.1 $406k +5% 10k 39.40
Analog Devices Common Stock (ADI) 0.1 $400k +31% 2.4k 164.03
Hubspot Common Stock (HUBS) 0.1 $399k 1.4k 289.13
Ishares Exchange Traded Fund (EZU) 0.1 $395k 10k 39.48
Ishares Tr Exchange Traded Fund (MCHI) 0.1 $390k 8.2k 47.50
Nvidia Corporation Common Stock (NVDA) 0.1 $383k +17% 2.6k 146.14
Cno Finl Group Common Stock (CNO) 0.1 $377k 17k 22.85
Blackbaud Common Stock (BLKB) 0.1 $374k NEW 6.4k 58.86
General Electric Common Stock (GE) 0.1 $373k +3% 4.4k 83.87
Linde Common Stock (LIN) 0.1 $371k NEW 1.1k 326.18
Ishares Tr Exchange Traded Fund (SUB) 0.1 $368k 3.5k 104.27
Colgate Palmolive Common Stock (CL) 0.1 $367k +6% 4.7k 78.79
Arbor Realty Trust Real Estate Investment Trust (ABR) 0.1 $362k +2% 28k 13.19
Chubb Common Stock (CB) 0.1 $351k +24% 1.6k 221.27
Ishares Tr Exchange Traded Fund (IWM) 0.1 $343k -5% 2.0k 174.36
Union Pac Corp Common Stock (UNP) 0.1 $336k -8% 1.6k 207.07
Kornit Digital Common Stock (KRNT) 0.1 $335k +45% 15k 22.97
Ishares Tr Exchange Traded Fund (IWD) 0.1 $334k -31% 2.2k 151.65
Azenta Common Stock (AZTA) 0.1 $330k NEW 5.7k 58.22
Goldman Sachs Group Common Stock (GS) 0.1 $321k 936.00 343.38
Costco Whsl Corp Common Stock (COST) 0.1 $321k +28% 703.00 456.50
American Tower Corp Real Estate Investment Trust (AMT) 0.1 $319k 1.5k 211.86
Tradeweb Mkts Common Stock (TW) 0.1 $319k NEW 4.9k 64.93
Target Corp Common Stock (TGT) 0.1 $315k +31% 2.1k 149.04
Vanguard Intl Equity Index F Exchange Traded Fund (VGK) 0.1 $315k 5.7k 55.44
Mcdonalds Corp Common Stock (MCD) 0.1 $305k +19% 1.2k 263.53
Public Svc Enterprise Grp In Common Stock (PEG) 0.1 $299k 4.9k 61.27
Salesforce Common Stock (CRM) 0.1 $296k -15% 2.2k 132.59
Cerence Common Stock (CRNC) 0.1 $293k NEW 16k 18.53
Zscaler Common Stock (ZS) 0.1 $292k 2.6k 111.90
Verint Sys Common Stock (VRNT) 0.1 $288k +8% 7.9k 36.28
Sps Comm Common Stock (SPSC) 0.1 $286k NEW 2.2k 128.43
National Instrs Corp Common Stock (NATI) 0.1 $285k +41% 7.7k 36.90
Goldman Sachs Etf Tr Exchange Traded Fund (GBIL) 0.1 $278k -3% 2.8k 100.03
Crown Castle Real Estate Investment Trust (CCI) 0.1 $277k -23% 2.0k 135.64
Paycom Software Common Stock (PAYC) 0.0 $268k NEW 865.00 310.31
Ishares Tr Exchange Traded Fund (IEFA) 0.0 $266k 4.3k 61.64
Vanguard Intl Equity Index F Exchange Traded Fund (VWO) 0.0 $264k 6.8k 38.98
Jd.com American Depository Receipt (JD) 0.0 $263k 4.7k 56.13
Instructure Hldgs Common Stock (INST) 0.0 $260k 11k 23.44
Ishares Tr Exchange Traded Fund (IYM) 0.0 $259k 2.1k 124.75
Braze Common Stock (BRZE) 0.0 $257k 9.4k 27.28
Workday Common Stock (WDAY) 0.0 $251k +2% 1.5k 167.33
Copart Common Stock (CPRT) 0.0 $250k +104% 4.1k 60.89
Kla Corp Common Stock (KLAC) 0.0 $248k -15% 658.00 377.03
Nextera Energy Common Stock (NEE) 0.0 $245k NEW 2.9k 83.60
Motorola Solutions Common Stock (MSI) 0.0 $244k +4% 943.00 258.58
Staar Surgical Common Stock (STAA) 0.0 $242k +64% 5.0k 48.54
Honeywell Intl Common Stock (HON) 0.0 $242k -38% 1.1k 214.30
Ppl Corp Common Stock (PPL) 0.0 $241k 8.2k 29.45
Toast Common Stock (TOST) 0.0 $241k 13k 18.03
Guidewire Software Common Stock (GWRE) 0.0 $239k NEW 3.8k 62.56
Vanguard World Fds Exchange Traded Fund (VGT) 0.0 $239k 747.00 319.38
Synopsys Common Stock (SNPS) 0.0 $238k +2% 746.00 319.29
Cognyte Software Common Stock (CGNT) 0.0 $238k +473% 76k 3.11
Applied Matls Common Stock (AMAT) 0.0 $230k NEW 2.4k 97.38
Fidelity Natl Information Sv Common Stock (FIS) 0.0 $227k +5% 3.3k 67.85
Deere & Co Common Stock (DE) 0.0 $225k NEW 525.00 428.76
Goldman Sachs Etf Tr Exchange Traded Fund (GIGB) 0.0 $225k -15% 5.1k 44.33
Evolv Technologies Hldngs In Common Stock (EVLV) 0.0 $223k 86k 2.59
Vanguard Index Fds Exchange Traded Fund (VTV) 0.0 $221k NEW 1.6k 140.37
Booz Allen Hamilton Hldg Cor Common Stock (BAH) 0.0 $219k NEW 2.1k 104.52
Hims & Hers Health Common Stock (HIMS) 0.0 $218k -46% 34k 6.41
United Sts Oil Exchange Traded Fund (USO) 0.0 $218k 3.1k 70.11
Walmart Common Stock (WMT) 0.0 $213k NEW 1.5k 142.18
Global X Fds Exchange Traded Fund (URA) 0.0 $210k 10k 20.13
Adobe Systems Incorporated Common Stock (ADBE) 0.0 $210k NEW 623.00 336.53
At&t Common Stock (T) 0.0 $209k NEW 11k 18.41
Spotify Technology S A Common Stock (SPOT) 0.0 $205k 2.6k 78.95
Raytheon Technologies Corp Common Stock (RTX) 0.0 $203k NEW 2.0k 100.92
Ishares Tr Exchange Traded Fund (ITA) 0.0 $201k NEW 1.8k 111.86
Vipshop Holdings American Depository Receipt (VIPS) 0.0 $187k 14k 13.64
Aurinia Pharmaceuticals Common Stock (AUPH) 0.0 $184k 43k 4.32
Harmony Gold Mining American Depository Receipt (HMY) 0.0 $170k 50k 3.40
Antero Midstream Corp Common Stock (AM) 0.0 $151k 14k 10.79
Qualtek Services Common Stock (QTEK) 0.0 $142k 323k 0.44
Enthusiast Gaming Hldgs Common Stock (EGLX) 0.0 $58k 104k 0.56
Sangoma Technologies Corp Common Stock (SANG) 0.0 $47k NEW 10k 4.69
Hydrofarm Hldgs Group Common Stock (HYFM) 0.0 $33k 21k 1.55
Clover Health Investments Common Stock (CLOV) 0.0 $19k 20k 0.93

Past Filings by Legacy Advisors

SEC 13F filings are viewable for Legacy Advisors going back to 2017

View all past filings