Legacy Advisors, LLC Purchases in Q3 2024

Legacy Advisors, LLC

  • $918 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
238K
New
$31.05 - $34.29 $7.4M - $8.17M
238K $8.17M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
11.3K
+ 86.36%
$405.19 - $478.57 $4.57M - $5.4M
24.3K $11.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
23.6K
+ 13.92%
$105.53 - $118.34 $2.49M - $2.79M
193K $22.6M
AAPL
Apple Inc.

Technology
1.28K
+ 0.87%
$207.23 - $234.82 $265K - $301K
148K $34.5M
META
Meta Platforms, Inc.

Communication Services
1.51K
+ 4.43%
$453.41 - $572.44 $686K - $866K
35.7K $20.4M
GLD
Spdr Gold Trust

ETFs
9.6K
+ 82.8%
$215.56 - $246.98 $2.07M - $2.37M
21.2K $5.15M
QQQ
Invesco Qqq Trust, Series 1

ETFs
4.79K
+ 39.93%
$434.77 - $502.96 $2.08M - $2.41M
16.8K $8.19M
IEFA
Ishares Tr

ETFs
27.8K
New
$70.09 - $78.74 $1.95M - $2.19M
27.8K $2.17M
TSLA
Tesla, Inc.

Consumer Cyclical
4.72K
+ 34.26%
$191.76 - $263.26 $905K - $1.24M
18.5K $4.84M
NVR
Nvr Inc

Consumer Cyclical
214
New
$7421.51 - $9811.8 $1.59M - $2.1M
214 $2.1M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
17.6K
New
$100.3 - $100.74 $1.77M - $1.78M
17.6K $1.78M
ISRG
Intuitive Surgical Inc

Healthcare
3.46K
+ 388.66%
$416.14 - $494.01 $1.44M - $1.71M
4.35K $2.14M
HCA
Hca Healthcare, Inc.

Healthcare
4.25K
New
$315.12 - $406.43 $1.34M - $1.73M
4.25K $1.73M
IEMG
Ishares Inc

ETFs
26.9K
New
$53.64 - $53.64 $1.44M - $1.44M
26.9K $1.44M
UNH
Unitedhealth Group Inc

Healthcare
909
+ 7.87%
$488.01 - $604.18 $444K - $549K
12.5K $7.29M
CI
Cigna Corp

Healthcare
3.92K
+ 588.74%
$319.12 - $367.1 $1.25M - $1.44M
4.59K $1.59M
JNJ
Johnson & Johnson

Healthcare
2.24K
+ 3.79%
$145.48 - $167.38 $326K - $375K
61.3K $9.94M
SPY
Spdr S&P 500 ETF Trust

ETFs
316
+ 0.85%
$517.38 - $573.86 $163K - $181K
37.5K $21.5M
ACGL
Arch Capital Group Ltd.

Financial Services
10.4K
New
$94.47 - $114.25 $983K - $1.19M
10.4K $1.16M
MCD
Mcdonalds Corp

Consumer Cyclical
794
+ 4.36%
$245.82 - $304.51 $195K - $242K
19K $5.78M
T
At&T Inc.

Communication Services
46.4K
+ 192.85%
$18.21 - $22.28 $846K - $1.03M
70.5K $1.55M
MA
Mastercard Inc

Financial Services
1.21K
+ 13.44%
$429.6 - $500.99 $522K - $608K
10.2K $5.06M
HD
Home Depot, Inc.

Consumer Cyclical
756
+ 6.54%
$333.64 - $405.2 $252K - $306K
12.3K $4.99M
CPRT
Copart Inc

Consumer Cyclical
19.1K
+ 198.66%
$49.19 - $55.54 $940K - $1.06M
28.7K $1.51M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
12.9K
New
$64.57 - $71.76 $831K - $924K
12.9K $923K
ABBV
Abb Vie Inc.

Healthcare
2.03K
+ 10.19%
$163.84 - $199.33 $332K - $404K
21.9K $4.32M
MSFT
Microsoft Corp

Technology
3.96K
+ 7.42%
$395.15 - $467.56 $1.56M - $1.85M
57.3K $24.6M
V
Visa Inc.

Financial Services
2.44K
+ 24.32%
$253.74 - $291.56 $618K - $711K
12.5K $3.43M
VZ
Verizon Communications Inc

Communication Services
15.7K
+ 82.08%
$38.89 - $45.0 $610K - $706K
34.8K $1.56M
XOM
Exxon Mobil Corp

Energy
5.99K
+ 20.16%
$109.72 - $119.0 $657K - $712K
35.7K $4.18M
WTM
White Mountains Insurance Group LTD

Financial Services
450
New
$1671.79 - $1844.24 $752K - $830K
450 $763K
FNDE
Schwab Fundamental Emerging Mk

ETFs
23.5K
New
$28.02 - $32.68 $658K - $768K
23.5K $758K
ZTS
Zoetis Inc.

Healthcare
2.04K
+ 13.71%
$172.58 - $196.48 $353K - $402K
17K $3.31M
FICO
Fair Isaac Corp

Technology
364
New
$1496.51 - $1947.38 $545K - $709K
364 $707K
STZ
Constellation Brands, Inc.

Consumer Defensive
2.69K
+ 98.24%
$236.42 - $259.82 $635K - $698K
5.42K $1.4M
BND
Vanguard Bd Index Fd Inc Total

ETFs
8.82K
+ 139.41%
$71.45 - $75.64 $630K - $667K
15.2K $1.14M
ICLR
Icon PLC

Healthcare
2.33K
New
$280.48 - $346.2 $654K - $808K
2.33K $670K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
1.61K
New
$320.55 - $412.94 $517K - $666K
1.61K $628K
BTI
British American Tobacco P.L.C.

Consumer Defensive
16.8K
New
$31.07 - $39.36 $521K - $660K
16.8K $613K
ADP
Automatic Data Processing Inc

Industrials
693
+ 6.36%
$233.44 - $279.45 $162K - $194K
11.6K $3.21M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
9
+ 0.05%
$523.84 - $572.02 $4.71K - $5.15K
17.1K $9.72M
PM
Philip Morris International Inc.

Consumer Defensive
755
+ 3.05%
$101.25 - $127.45 $76.4K - $96.2K
25.5K $3.1M
PG
Procter & Gamble CO

Consumer Defensive
2.31K
+ 10.17%
$160.76 - $177.82 $372K - $411K
25K $4.34M
MKL
Markel Corp

Financial Services
368
New
$1494.55 - $1645.69 $550K - $606K
368 $576K
BAX
Baxter International Inc

Healthcare
14.9K
New
$32.85 - $40.26 $489K - $599K
14.9K $565K
EW
Edwards Lifesciences Corp

Healthcare
8.32K
New
$59.7 - $93.78 $497K - $780K
8.32K $548K
PGR
Progressive Corp

Financial Services
1.79K
+ 103.05%
$209.46 - $259.24 $375K - $464K
3.53K $894K
PEP
Pepsico Inc

Consumer Defensive
2.17K
+ 7.51%
$161.9 - $179.3 $351K - $389K
31K $5.27M
ORCL
Oracle Corp

Technology
1.35K
+ 13.89%
$125.9 - $170.35 $170K - $230K
11.1K $1.88M
Activity Summary
Buys All Purchases 248 New Holdings 63 Increased Positions 185 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 1 Puts 0
Track This Portfolio

Track Legacy Advisors, LLC Portfolio

Follow Legacy Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email