Legacy Advisors
Latest statistics and disclosures from Legacy Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MTZ, VERX, AAPL, IWB, IVV, and represent 33.40% of Legacy Advisors's stock portfolio.
- Added to shares of these 10 stocks: VERX (+$82M), META, IWB, IWR, VXUS, TFC, AAPL, MSFT, VO, XLK.
- Started 38 new stock positions in VUG, ICE, CDNS, DD, MS, GILD, ACWX, SPGI, PLD, RTX.
- Reduced shares in these 10 stocks: VEU, ELV, COR, IJH, MMC, ROST, SJM, LOW, SYY, GWW.
- Sold out of its positions in BAX, BDX, BRZE, CLOV, DVN, EGLXF, ILMN, IWP, IEFA, QRVO. SWKS, SJM, VEU, VIPS.
- Legacy Advisors was a net buyer of stock by $92M.
- Legacy Advisors has $776M in assets under management (AUM), dropping by 25.08%.
- Central Index Key (CIK): 0001720969
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Portfolio Holdings for Legacy Advisors
Legacy Advisors holds 304 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| MasTec (MTZ) | 13.4 | $104M | 1.4M | 75.72 |
|
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| Vertex Cl A (VERX) | 11.3 | $87M | +1516% | 3.2M | 26.94 |
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| Apple (AAPL) | 3.2 | $25M | +9% | 130k | 192.53 |
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| Ishares Tr Rus 1000 Etf (IWB) | 3.0 | $23M | +21% | 88k | 262.26 |
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| Ishares Tr Core S&p500 Etf (IVV) | 2.6 | $20M | 42k | 477.63 |
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| Microsoft Corporation (MSFT) | 2.4 | $19M | +12% | 51k | 376.04 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 2.3 | $18M | +28% | 231k | 77.73 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.2 | $18M | -6% | 37k | 475.31 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 2.1 | $16M | +3% | 151k | 108.25 |
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| Amazon (AMZN) | 1.4 | $11M | +13% | 70k | 151.94 |
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| Meta Platforms Cl A (META) | 1.3 | $10M | +80% | 29k | 353.97 |
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| Johnson & Johnson (JNJ) | 1.3 | $10M | -10% | 65k | 156.74 |
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| Bentley Sys Com Cl B (BSY) | 1.3 | $10M | 194k | 52.18 |
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| Select Sector Spdr Tr Technology (XLK) | 1.3 | $9.8M | +25% | 51k | 192.48 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $9.2M | +4% | 66k | 139.69 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 1.1 | $8.9M | +3% | 17k | 507.37 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.1 | $8.6M | +10% | 20k | 436.80 |
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| Ishares Tr S&p 100 Etf (OEF) | 1.1 | $8.4M | -5% | 38k | 223.39 |
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| Uber Technologies (UBER) | 1.0 | $8.0M | +2% | 130k | 61.57 |
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| UnitedHealth (UNH) | 1.0 | $7.8M | -5% | 15k | 526.46 |
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| Invesco Qqq Tr Unit Ser 1 Put Option (QQQ) | 0.8 | $6.5M | +26% | 16k | 409.52 |
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| Pepsi (PEP) | 0.8 | $6.2M | 36k | 171.08 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.7 | $5.6M | -7% | 16k | 350.90 |
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| Marsh & McLennan Companies (MMC) | 0.7 | $5.3M | -25% | 28k | 189.47 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $5.2M | +10% | 39k | 132.08 |
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| Fulton Financial (FULT) | 0.6 | $4.8M | 286k | 16.63 |
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| Nike CL B (NKE) | 0.6 | $4.6M | -13% | 42k | 108.95 |
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| Home Depot (HD) | 0.6 | $4.6M | +16% | 13k | 346.55 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $4.5M | +10% | 13k | 356.66 |
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| Roblox Corp Cl A (RBLX) | 0.6 | $4.5M | 99k | 45.72 |
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| McDonald's Corporation (MCD) | 0.6 | $4.4M | +3% | 15k | 296.51 |
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| Abbott Laboratories (ABT) | 0.5 | $3.9M | +40% | 36k | 110.07 |
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| Tesla Motors (TSLA) | 0.5 | $3.8M | +18% | 15k | 248.48 |
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| Intuit (INTU) | 0.5 | $3.6M | 5.8k | 624.99 |
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| Equifax (EFX) | 0.5 | $3.6M | -6% | 15k | 247.28 |
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| Air Products & Chemicals (APD) | 0.5 | $3.6M | +100% | 13k | 273.80 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $3.5M | +3% | 21k | 170.10 |
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| Mastercard Incorporated Cl A (MA) | 0.5 | $3.5M | 8.3k | 426.52 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $3.5M | -6% | 12k | 303.17 |
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| W.W. Grainger (GWW) | 0.4 | $3.4M | -25% | 4.2k | 828.69 |
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| Chevron Corporation (CVX) | 0.4 | $3.4M | -19% | 23k | 149.16 |
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| Stryker Corporation (SYK) | 0.4 | $3.2M | -13% | 11k | 299.47 |
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| Amgen (AMGN) | 0.4 | $3.2M | -21% | 11k | 288.03 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $3.2M | +179% | 14k | 232.64 |
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| Procter & Gamble Company (PG) | 0.4 | $3.2M | +14% | 22k | 146.54 |
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| Walt Disney Company (DIS) | 0.4 | $3.2M | -11% | 35k | 90.61 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.4 | $3.2M | 25k | 124.97 |
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| MercadoLibre (MELI) | 0.4 | $3.1M | 2.0k | 1571.54 |
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| Ross Stores (ROST) | 0.4 | $3.1M | -35% | 22k | 138.39 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $3.1M | +62% | 31k | 99.98 |
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| Lowe's Companies (LOW) | 0.4 | $3.1M | -34% | 14k | 222.55 |
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| Microchip Technology (MCHP) | 0.4 | $3.1M | -21% | 34k | 90.18 |
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| Truist Financial Corp equities (TFC) | 0.4 | $3.1M | +434% | 83k | 36.92 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.4 | $3.0M | +953% | 52k | 57.96 |
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| Servicenow (NOW) | 0.4 | $3.0M | +9% | 4.2k | 706.56 |
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| Abbvie (ABBV) | 0.4 | $3.0M | -8% | 19k | 154.97 |
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| Pfizer (PFE) | 0.4 | $2.9M | 102k | 28.79 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.4 | $2.9M | 26k | 111.63 |
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| Eli Lilly & Co. (LLY) | 0.4 | $2.8M | +137% | 4.9k | 582.93 |
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| United Parcel Service CL B (UPS) | 0.4 | $2.8M | -25% | 18k | 157.23 |
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| Starbucks Corporation (SBUX) | 0.4 | $2.8M | 29k | 96.01 |
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| NVIDIA Corporation (NVDA) | 0.3 | $2.7M | +78% | 5.4k | 495.25 |
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| Amphenol Corp Cl A (APH) | 0.3 | $2.6M | -6% | 27k | 99.35 |
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| Enterprise Products Partners (EPD) | 0.3 | $2.6M | 100k | 26.35 |
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| AmerisourceBergen (COR) | 0.3 | $2.6M | -42% | 13k | 205.38 |
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| CVS Caremark Corporation (CVS) | 0.3 | $2.6M | -31% | 33k | 78.96 |
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| Automatic Data Processing (ADP) | 0.3 | $2.5M | -7% | 11k | 234.31 |
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| Mondelez Intl Cl A (MDLZ) | 0.3 | $2.5M | -32% | 34k | 72.85 |
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| Thermo Fisher Scientific (TMO) | 0.3 | $2.4M | -26% | 4.5k | 531.13 |
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| Coca-Cola Company (KO) | 0.3 | $2.4M | -24% | 41k | 58.93 |
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| SYSCO Corporation (SYY) | 0.3 | $2.3M | -35% | 32k | 73.13 |
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| Us Bancorp Del Com New (USB) | 0.3 | $2.2M | -32% | 51k | 43.77 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $2.2M | 12k | 191.17 |
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| Costco Wholesale Corporation (COST) | 0.3 | $2.2M | +19% | 3.3k | 675.08 |
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| Texas Instruments Incorporated (TXN) | 0.3 | $2.2M | 13k | 170.46 |
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| Intel Corporation (INTC) | 0.3 | $2.1M | +35% | 42k | 50.25 |
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| Dollar General (DG) | 0.3 | $2.1M | -18% | 15k | 135.95 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $2.1M | -13% | 27k | 76.13 |
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| Merck & Co (MRK) | 0.3 | $2.1M | -4% | 19k | 109.79 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.3 | $2.1M | 29k | 72.03 |
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| Philip Morris International (PM) | 0.3 | $2.0M | -23% | 21k | 95.38 |
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| Medtronic SHS (MDT) | 0.3 | $2.0M | -17% | 24k | 83.06 |
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| Visa Com Cl A (V) | 0.2 | $1.9M | +21% | 7.3k | 260.34 |
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| Waste Management (WM) | 0.2 | $1.8M | -6% | 10k | 179.10 |
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| State Street Corporation (STT) | 0.2 | $1.7M | -37% | 22k | 78.15 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.2 | $1.7M | 18k | 94.22 |
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| Broadridge Financial Solutions (BR) | 0.2 | $1.7M | -9% | 8.3k | 206.55 |
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| Kla Corp Com New (KLAC) | 0.2 | $1.7M | -13% | 2.9k | 581.27 |
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| Cyberark Software SHS (CYBR) | 0.2 | $1.7M | 7.8k | 219.05 |
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| Global Payments (GPN) | 0.2 | $1.7M | -37% | 13k | 127.00 |
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| Caterpillar (CAT) | 0.2 | $1.7M | +16% | 5.6k | 295.67 |
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| Manhattan Associates (MANH) | 0.2 | $1.6M | -7% | 7.5k | 215.32 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $1.6M | +17% | 7.9k | 200.72 |
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| AeroVironment (AVAV) | 0.2 | $1.5M | 12k | 126.04 |
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| Williams Companies (WMB) | 0.2 | $1.5M | +4% | 43k | 34.83 |
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| Bank of America Corporation (BAC) | 0.2 | $1.5M | +8% | 44k | 33.67 |
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| Qualys (QLYS) | 0.2 | $1.5M | 7.5k | 196.28 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $1.5M | +11% | 33k | 43.85 |
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| PNC Financial Services (PNC) | 0.2 | $1.4M | -14% | 9.3k | 154.85 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $1.4M | +5% | 11k | 130.92 |
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| IDEXX Laboratories (IDXX) | 0.2 | $1.4M | -3% | 2.5k | 555.05 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $1.3M | 6.1k | 218.15 |
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| Medpace Hldgs (MEDP) | 0.2 | $1.3M | 4.3k | 306.52 |
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| Norfolk Southern (NSC) | 0.2 | $1.3M | +2% | 5.6k | 236.38 |
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| Deere & Company (DE) | 0.2 | $1.3M | -8% | 3.3k | 399.87 |
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| Verisk Analytics (VRSK) | 0.2 | $1.3M | -9% | 5.5k | 238.86 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $1.3M | 94k | 13.80 |
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| Fortinet (FTNT) | 0.2 | $1.3M | 22k | 58.53 |
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| Service Corporation International (SCI) | 0.2 | $1.3M | -39% | 19k | 68.45 |
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| Nice Sponsored Adr (NICE) | 0.2 | $1.2M | 6.1k | 199.51 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $1.2M | 12k | 105.23 |
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| ConAgra Foods (CAG) | 0.2 | $1.2M | -39% | 41k | 28.66 |
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| RBC Bearings Incorporated (RBC) | 0.2 | $1.2M | 4.1k | 284.89 |
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| Moody's Corporation (MCO) | 0.2 | $1.2M | -26% | 3.0k | 390.50 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.2M | +7% | 4.9k | 237.22 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $1.2M | 16k | 75.10 |
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| CNO Financial (CNO) | 0.1 | $1.2M | 42k | 27.90 |
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| Ansys (ANSS) | 0.1 | $1.2M | 3.2k | 362.88 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $1.2M | 8.5k | 136.37 |
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| FactSet Research Systems (FDS) | 0.1 | $1.1M | 2.4k | 477.05 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $1.1M | 6.2k | 173.89 |
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| Goldman Sachs Etf Tr Access Us Agrat (GCOR) | 0.1 | $1.1M | 26k | 42.07 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.1M | -63% | 3.9k | 277.15 |
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| Dex (DXCM) | 0.1 | $1.1M | +30% | 8.6k | 124.09 |
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| Boeing Company (BA) | 0.1 | $1.1M | -24% | 4.0k | 260.66 |
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| CoStar (CSGP) | 0.1 | $1.0M | +2% | 12k | 87.39 |
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| Perrigo SHS (PRGO) | 0.1 | $993k | -37% | 31k | 32.18 |
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| Broadcom (AVGO) | 0.1 | $968k | +77% | 867.00 | 1115.99 |
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| Emerson Electric (EMR) | 0.1 | $963k | 9.9k | 97.33 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $958k | NEW | 4.5k | 213.33 |
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| salesforce (CRM) | 0.1 | $956k | +20% | 3.6k | 263.14 |
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| Cimpress Shs Euro (CMPR) | 0.1 | $953k | 12k | 80.05 |
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| Danaher Corporation (DHR) | 0.1 | $938k | +13% | 4.1k | 231.34 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $929k | 8.9k | 104.48 |
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| Oracle Corporation (ORCL) | 0.1 | $921k | +9% | 8.7k | 105.43 |
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| Lakeland Ban (LBAI) | 0.1 | $919k | 62k | 14.79 |
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| Netflix (NFLX) | 0.1 | $916k | +25% | 1.9k | 486.88 |
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| Qualcomm (QCOM) | 0.1 | $903k | -37% | 6.2k | 144.63 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $901k | +17% | 1.5k | 596.60 |
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| CommVault Systems (CVLT) | 0.1 | $894k | +20% | 11k | 79.85 |
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| American Express Company (AXP) | 0.1 | $868k | +2% | 4.6k | 187.34 |
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| Honeywell International (HON) | 0.1 | $843k | -4% | 4.0k | 209.71 |
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| Ball Corporation (BALL) | 0.1 | $843k | -6% | 15k | 57.52 |
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| Cognyte Software Ord Shs (CGNT) | 0.1 | $843k | +14% | 131k | 6.43 |
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| Hess (HES) | 0.1 | $842k | +161% | 5.8k | 144.16 |
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| Fiserv (FI) | 0.1 | $841k | +3% | 6.3k | 132.84 |
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| Bio-techne Corporation (TECH) | 0.1 | $840k | +13% | 11k | 77.16 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $826k | 11k | 77.51 |
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| Goldman Sachs (GS) | 0.1 | $821k | +103% | 2.1k | 385.73 |
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| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $811k | 15k | 54.08 |
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| New Jersey Resources Corporation (NJR) | 0.1 | $805k | 18k | 45.00 |
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| Hubspot (HUBS) | 0.1 | $803k | 1.4k | 580.54 |
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| ResMed (RMD) | 0.1 | $802k | +4% | 4.7k | 172.02 |
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| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.1 | $799k | 24k | 32.81 |
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| Equinix (EQIX) | 0.1 | $796k | +5% | 988.00 | 805.39 |
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| Morningstar (MORN) | 0.1 | $788k | -13% | 2.8k | 286.24 |
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| Pioneer Natural Resources (PXD) | 0.1 | $772k | -7% | 3.4k | 224.88 |
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| International Business Machines (IBM) | 0.1 | $750k | -11% | 4.6k | 163.55 |
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| Verizon Communications (VZ) | 0.1 | $742k | -13% | 20k | 37.70 |
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| Jack Henry & Associates (JKHY) | 0.1 | $740k | 4.5k | 163.41 |
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| Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $739k | -7% | 1.5k | 484.02 |
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| Reinsurance Grp Of America I Com New (RGA) | 0.1 | $736k | 4.6k | 161.78 |
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| Amylyx Pharmaceuticals (AMLX) | 0.1 | $736k | 50k | 14.72 |
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| Repligen Corporation (RGEN) | 0.1 | $733k | 4.1k | 179.80 |
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| Guidewire Software (GWRE) | 0.1 | $725k | 6.6k | 109.04 |
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| Gentex Corporation (GNTX) | 0.1 | $710k | 22k | 32.66 |
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| Wal-Mart Stores (WMT) | 0.1 | $696k | +104% | 4.4k | 158.17 |
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| Veeva Sys Cl A Com (VEEV) | 0.1 | $683k | 3.5k | 192.52 |
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| Phreesia (PHR) | 0.1 | $672k | +52% | 29k | 23.15 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $661k | +3% | 4.0k | 165.25 |
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| Digital Realty Trust (DLR) | 0.1 | $652k | 4.8k | 134.58 |
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| Blackbaud (BLKB) | 0.1 | $650k | 7.5k | 86.70 |
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| Zoetis Cl A (ZTS) | 0.1 | $645k | +2% | 3.3k | 197.37 |
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| Advanced Micro Devices (AMD) | 0.1 | $638k | +87% | 4.3k | 147.40 |
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| General Electric Com New (GE) | 0.1 | $637k | +26% | 5.0k | 127.63 |
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| Cisco Systems (CSCO) | 0.1 | $632k | -27% | 13k | 50.52 |
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| Ameriprise Financial (AMP) | 0.1 | $627k | +50% | 1.7k | 379.83 |
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| Dropbox Cl A (DBX) | 0.1 | $612k | 21k | 29.48 |
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| Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) | 0.1 | $599k | +42% | 10k | 59.93 |
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| BlackRock (BLK) | 0.1 | $595k | -4% | 733.00 | 811.80 |
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| Cognex Corporation (CGNX) | 0.1 | $589k | 14k | 41.74 |
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| Zscaler Incorporated (ZS) | 0.1 | $579k | 2.6k | 221.56 |
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| Gildan Activewear Inc Com Cad (GIL) | 0.1 | $574k | 17k | 33.06 |
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| Ford Motor Company (F) | 0.1 | $567k | +51% | 47k | 12.19 |
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| Union Pacific Corporation (UNP) | 0.1 | $550k | +15% | 2.2k | 245.62 |
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| Tradeweb Mkts Cl A (TW) | 0.1 | $531k | 5.8k | 90.88 |
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| Analog Devices (ADI) | 0.1 | $524k | 2.6k | 198.56 |
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| Micron Technology (MU) | 0.1 | $524k | +56% | 6.1k | 85.34 |
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| Paycom Software (PAYC) | 0.1 | $518k | +39% | 2.5k | 206.72 |
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| SPS Commerce (SPSC) | 0.1 | $515k | 2.7k | 193.84 |
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| Anthem (ELV) | 0.1 | $515k | -80% | 1.1k | 471.56 |
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| Neogen Corporation (NEOG) | 0.1 | $511k | +83% | 25k | 20.11 |
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| Charter Communications Inc N Cl A (CHTR) | 0.1 | $510k | 1.3k | 388.68 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $496k | 6.7k | 73.55 |
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| Spotify Technology S A SHS (SPOT) | 0.1 | $488k | 2.6k | 187.91 |
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| S&T Ban (STBA) | 0.1 | $485k | 15k | 33.42 |
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| Aspen Technology (AZPN) | 0.1 | $480k | +16% | 2.2k | 220.15 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $479k | +3% | 3.9k | 122.68 |
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| Bristol Myers Squibb (BMY) | 0.1 | $479k | +21% | 9.3k | 51.31 |
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| Cerence (CRNC) | 0.1 | $478k | +29% | 24k | 19.66 |
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| Ishares Msci Eurzone Etf (EZU) | 0.1 | $474k | 10k | 47.44 |
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| Icon SHS (ICLR) | 0.1 | $472k | -22% | 1.7k | 283.07 |
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| Workday Cl A (WDAY) | 0.1 | $470k | +13% | 1.7k | 276.06 |
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| American Tower Reit (AMT) | 0.1 | $470k | +25% | 2.2k | 215.88 |
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| Purecycle Technologies (PCT) | 0.1 | $451k | 111k | 4.05 |
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| Kornit Digital SHS (KRNT) | 0.1 | $448k | 23k | 19.16 |
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| Corteva (CTVA) | 0.1 | $444k | +8% | 9.3k | 47.92 |
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| Copart (CPRT) | 0.1 | $432k | +4% | 8.8k | 49.00 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $424k | +17% | 6.2k | 68.80 |
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| Cme (CME) | 0.1 | $406k | -3% | 1.9k | 210.60 |
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| Altria (MO) | 0.1 | $393k | +11% | 9.5k | 41.39 |
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| Discover Financial Services (DFS) | 0.1 | $389k | NEW | 3.5k | 112.40 |
|
| Lam Research Corporation (LRCX) | 0.0 | $386k | NEW | 491.00 | 785.82 |
|
| Wells Fargo & Company (WFC) | 0.0 | $383k | NEW | 7.8k | 49.22 |
|
| Aurinia Pharmaceuticals (AUPH) | 0.0 | $382k | 43k | 8.99 |
|
|
| Linde SHS (LIN) | 0.0 | $376k | -24% | 915.00 | 410.71 |
|
| Msci (MSCI) | 0.0 | $376k | +2% | 664.00 | 565.65 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $374k | -23% | 29k | 13.05 |
|
| TJX Companies (TJX) | 0.0 | $371k | -34% | 4.0k | 93.81 |
|
| Applied Materials (AMAT) | 0.0 | $368k | -27% | 2.3k | 162.07 |
|
| V.F. Corporation (VFC) | 0.0 | $366k | +3% | 20k | 18.80 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $366k | 5.7k | 64.48 |
|
|
| At&t (T) | 0.0 | $350k | -25% | 21k | 16.78 |
|
| Public Service Enterprise (PEG) | 0.0 | $341k | +5% | 5.6k | 61.15 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $335k | NEW | 8.0k | 42.18 |
|
| Ferguson SHS (FERG) | 0.0 | $333k | 1.7k | 193.07 |
|
|
| Synopsys (SNPS) | 0.0 | $331k | -18% | 642.00 | 514.91 |
|
| Eaton Corp SHS (ETN) | 0.0 | $330k | +7% | 1.4k | 240.82 |
|
| Brooks Automation (AZTA) | 0.0 | $326k | 5.0k | 65.14 |
|
|
| S&p Global (SPGI) | 0.0 | $324k | NEW | 735.00 | 440.52 |
|
| Ishares Tr Global Energ Etf (IXC) | 0.0 | $323k | 8.2k | 39.11 |
|
|
| Chubb (CB) | 0.0 | $322k | -14% | 1.4k | 226.91 |
|
| Datadog Cl A Com (DDOG) | 0.0 | $320k | 2.6k | 121.38 |
|
|
| Nasdaq Omx (NDAQ) | 0.0 | $319k | +14% | 5.5k | 58.14 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $317k | 1.9k | 170.38 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $316k | -26% | 3.8k | 82.50 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $315k | NEW | 4.2k | 75.35 |
|
| Morgan Stanley Com New (MS) | 0.0 | $314k | NEW | 3.4k | 93.25 |
|
| Harmony Gold Mining Sponsored Adr (HMY) | 0.0 | $308k | 50k | 6.15 |
|
|
| Goldman Sachs Etf Tr Access Invt Gr (GIGB) | 0.0 | $307k | 6.6k | 46.49 |
|
|
| Global X Fds Global X Uranium (URA) | 0.0 | $307k | 10k | 29.37 |
|
|
| Western Alliance Bancorporation (WAL) | 0.0 | $304k | 4.6k | 65.79 |
|
|
| Hims & Hers Health Com Cl A (HIMS) | 0.0 | $303k | 34k | 8.90 |
|
|
| Instructure Hldgs (INST) | 0.0 | $300k | 11k | 27.01 |
|
|
| ConocoPhillips (COP) | 0.0 | $298k | -44% | 2.6k | 116.07 |
|
| Avery Dennison Corporation (AVY) | 0.0 | $296k | +2% | 1.5k | 202.16 |
|
| Annaly Capital Management In Com New (NLY) | 0.0 | $296k | NEW | 15k | 19.37 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $293k | -37% | 3.4k | 86.51 |
|
| Ishares Tr U.s. Bas Mtl Etf (IYM) | 0.0 | $292k | 2.1k | 138.13 |
|
|
| BP Sponsored Adr (BP) | 0.0 | $291k | -50% | 8.2k | 35.40 |
|
| Cummins (CMI) | 0.0 | $291k | -61% | 1.2k | 239.57 |
|
| 3M Company (MMM) | 0.0 | $284k | -65% | 2.6k | 109.32 |
|
| Kkr & Co (KKR) | 0.0 | $283k | NEW | 3.4k | 82.85 |
|
| Pinterest Cl A (PINS) | 0.0 | $280k | 7.5k | 37.04 |
|
|
| Cdw (CDW) | 0.0 | $276k | -25% | 1.2k | 227.32 |
|
| Cubesmart (CUBE) | 0.0 | $273k | NEW | 5.8k | 46.86 |
|
| Valley National Ban (VLY) | 0.0 | $269k | 25k | 10.97 |
|
|
| Progressive Corporation (PGR) | 0.0 | $269k | +14% | 1.7k | 159.28 |
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $265k | +18% | 7.2k | 36.72 |
|
| Target Corporation (TGT) | 0.0 | $264k | NEW | 1.9k | 142.42 |
|
| Illinois Tool Works (ITW) | 0.0 | $263k | +5% | 999.00 | 263.32 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $262k | NEW | 579.00 | 453.24 |
|
| Nextera Energy (NEE) | 0.0 | $259k | NEW | 4.3k | 60.74 |
|
| Paychex (PAYX) | 0.0 | $254k | +11% | 2.1k | 119.11 |
|
| Staar Surgical Com Par $0.01 (STAA) | 0.0 | $253k | 8.1k | 31.21 |
|
|
| Dupont De Nemours (DD) | 0.0 | $252k | NEW | 3.3k | 76.93 |
|
| Toast Cl A (TOST) | 0.0 | $246k | -12% | 14k | 18.26 |
|
| PPL Corporation (PPL) | 0.0 | $243k | -5% | 8.9k | 27.34 |
|
| Rapid7 (RPD) | 0.0 | $242k | NEW | 4.2k | 57.10 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $242k | NEW | 1.1k | 219.57 |
|
| Humana (HUM) | 0.0 | $238k | NEW | 519.00 | 457.56 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.0 | $237k | -5% | 2.4k | 100.19 |
|
| Phillips 66 (PSX) | 0.0 | $236k | NEW | 1.8k | 133.14 |
|
| Enova Intl (ENVA) | 0.0 | $236k | 4.3k | 55.36 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $236k | 1.6k | 149.50 |
|
|
| Cadence Design Systems (CDNS) | 0.0 | $234k | NEW | 859.00 | 272.37 |
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $232k | -11% | 2.1k | 108.40 |
|
| Intercontinental Exchange (ICE) | 0.0 | $230k | NEW | 1.8k | 128.43 |
|
| Prologis (PLD) | 0.0 | $230k | NEW | 1.7k | 133.30 |
|
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.0 | $229k | NEW | 1.8k | 127.91 |
|
| Cardinal Health (CAH) | 0.0 | $229k | NEW | 2.3k | 101.30 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $226k | 1.9k | 117.22 |
|
|
| MetLife (MET) | 0.0 | $218k | NEW | 3.3k | 66.13 |
|
| Crown Castle Intl (CCI) | 0.0 | $217k | NEW | 1.9k | 115.19 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $217k | NEW | 2.6k | 84.14 |
|
| Gilead Sciences (GILD) | 0.0 | $216k | NEW | 2.7k | 81.01 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $215k | -32% | 2.7k | 79.71 |
|
| Ametek (AME) | 0.0 | $212k | -28% | 1.3k | 164.89 |
|
| Metropcs Communications (TMUS) | 0.0 | $210k | NEW | 1.3k | 160.33 |
|
| Schlumberger Com Stk (SLB) | 0.0 | $210k | NEW | 4.0k | 52.35 |
|
| M&T Bank Corporation (MTB) | 0.0 | $210k | NEW | 1.5k | 137.08 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $209k | NEW | 514.00 | 406.89 |
|
| Prudential Financial (PRU) | 0.0 | $208k | NEW | 2.0k | 103.71 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $207k | NEW | 4.1k | 51.04 |
|
| Toyota Motor Corp Ads (TM) | 0.0 | $205k | 1.1k | 183.38 |
|
|
| Dow (DOW) | 0.0 | $204k | NEW | 3.7k | 54.84 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $202k | NEW | 649.00 | 310.88 |
|
| Antero Midstream Corp antero midstream (AM) | 0.0 | $175k | 14k | 12.53 |
|
|
| Blackrock Core Bd Tr Shs Ben Int (BHK) | 0.0 | $110k | NEW | 10k | 10.91 |
|
| Immunitybio (IBRX) | 0.0 | $63k | 13k | 5.02 |
|
|
| Evolv Technologies Hldngs In Com Cl A (EVLV) | 0.0 | $52k | -2% | 11k | 4.72 |
|
| Invesco Van Kampen Senior Income Trust (VVR) | 0.0 | $43k | NEW | 10k | 4.10 |
|
| Sangoma Technologies Corp Com New (SANG) | 0.0 | $32k | 10k | 3.22 |
|
|
| Hydrofarm Holdings Group Ord (HYFM) | 0.0 | $19k | 21k | 0.92 |
|
Past Filings by Legacy Advisors
SEC 13F filings are viewable for Legacy Advisors going back to 2017
- Legacy Advisors 2023 Q4 filed Feb. 12, 2024
- Legacy Advisors 2023 Q3 filed Nov. 14, 2023
- Legacy Advisors 2023 Q2 filed July 20, 2023
- Legacy Advisors 2023 Q1 filed May 1, 2023
- Legacy Advisors 2022 Q4 filed Feb. 1, 2023
- Legacy Advisors 2022 Q3 filed Nov. 9, 2022
- Legacy Advisors 2022 Q2 filed July 25, 2022
- Legacy Advisors 2022 Q1 filed May 11, 2022
- Legacy Advisors 2021 Q4 filed Feb. 14, 2022
- Legacy Advisors 2021 Q3 filed Oct. 13, 2021
- Legacy Advisors 2021 Q2 filed July 13, 2021
- Legacy Advisors 2021 Q1 filed April 12, 2021
- Legacy Advisors 2020 Q4 filed Jan. 15, 2021
- Legacy Advisors 2020 Q3 filed Oct. 8, 2020
- Legacy Advisors 2020 Q2 filed July 9, 2020
- Legacy Advisors 2020 Q1 filed April 15, 2020