Legacy Advisors, LLC Purchases in Q1 2025

Legacy Advisors, LLC

  • $911 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPOT
Spotify Technology S.A.

Communication Services
12
+ 0.46%
$457.79 - $648.32 $5.49K - $7.78K
2.61K $1.44M
RTX
Raytheon Technologies Corp

Industrials
1.08K
+ 13.97%
$114.1 - $135.66 $123K - $146K
8.78K $1.16M
ROP
Roper Technologies Inc

Industrials
447
New
$502.71 - $593.81 $225K - $265K
447 $263K
BR
Broadridge Financial Solutions, Inc.

Technology
392
+ 3.84%
$221.46 - $244.83 $86.8K - $96K
10.6K $2.57M
CCI
Crown Castle International Corp

Real Estate
2.51K
New
$84.33 - $106.39 $212K - $267K
2.51K $261K
COST
Costco Wholesale Corp

Consumer Defensive
133
+ 3.41%
$890.62 - $1076.86 $118K - $143K
4.03K $3.81M
MCK
Mckesson Corp

Healthcare
354
New
$566.21 - $672.99 $200K - $238K
354 $238K
PLTR
Palantir Technologies Inc.

Technology
2.19K
+ 39.07%
$64.98 - $124.62 $142K - $272K
7.78K $656K
NEE
Nextera Energy Inc

Utilities
3.43K
+ 21.88%
$66.96 - $76.16 $230K - $261K
19.1K $1.36M
CHTR
Charter Communications, Inc.

Communication Services
619
New
$334.89 - $384.77 $207K - $238K
619 $228K
VT
Vanguard Total World Stk Index

ETFs
1.96K
New
$115.08 - $123.97 $226K - $243K
1.96K $227K
FISV
Fiserv Inc

Technology
1.81K
+ 16.97%
N/A
12.5K $1.56M
CVS
Cvs Health Corp

Healthcare
1.12K
+ 17.33%
$44.22 - $68.64 $49.7K - $77.2K
7.61K $515K
FAST
Fastenal CO

Industrials
2.8K
New
$71.11 - $79.98 $199K - $224K
2.8K $217K
MNST
Monster Beverage Corp

Consumer Defensive
3.71K
New
$46.16 - $58.58 $171K - $217K
3.71K $216K
YUM
Yum Brands Inc

Consumer Cyclical
1.37K
New
$123.25 - $162.53 $169K - $223K
1.37K $215K
HCA
Hca Healthcare, Inc.

Healthcare
60
+ 1.4%
$296.7 - $345.55 $17.8K - $20.7K
4.36K $1.5M
RSG
Republic Services, Inc.

Industrials
870
New
$200.09 - $242.16 $174K - $211K
870 $210K
CTAS
Cintas Corp

Industrials
1.03K
New
$182.09 - $208.14 $187K - $213K
1.03K $210K
TFC
Truist Financial Corp

Financial Services
5.04K
New
$39.48 - $48.15 $199K - $242K
5.04K $207K
NOC
Northrop Grumman Corp

Industrials
401
New
$433.45 - $513.82 $174K - $206K
401 $205K
TDY
Teledyne Technologies Inc

Technology
412
New
$455.51 - $518.84 $188K - $214K
412 $205K
VGLT
Vanguard Long Term Treasury Et

ETFs
3.53K
New
$53.99 - $58.43 $190K - $206K
3.53K $203K
IWD
Ishares Russell 1000 Val ETF

ETFs
1K
+ 23.99%
$182.82 - $196.21 $183K - $196K
5.17K $972K
CRWD
Crowd Strike Holdings, Inc.

Technology
537
+ 57.56%
$308.86 - $455.36 $166K - $245K
1.47K $518K
SMR
Nuscale Power Corp

Industrials
13.1K
New
$14.16 - $29.08 $186K - $382K
13.1K $186K
CSCO
Cisco Systems, Inc.

Technology
2.2K
+ 13.8%
$58.74 - $64.87 $129K - $143K
18.2K $1.12M
PLD
Prologis, Inc.

Real Estate
1.39K
+ 64.0%
$103.59 - $124.04 $144K - $172K
3.56K $398K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
2.57K
+ 9.36%
$24.39 - $35.22 $62.7K - $90.6K
30K $891K
JPM
Jpmorgan Chase & CO

Financial Services
62
+ 0.23%
$225.19 - $279.95 $14K - $17.4K
26.7K $6.55M
TMUS
T Mobile Us, Inc.

Communication Services
221
+ 9.68%
$211.3 - $272.83 $46.7K - $60.3K
2.5K $667K
SBUX
Starbucks Corp

Consumer Cyclical
699
+ 5.12%
$91.75 - $115.81 $64.1K - $81K
14.4K $1.41M
AES
Aes Corp

Utilities
13.1K
New
$9.93 - $13.23 $130K - $173K
13.1K $162K
DE
Deere & CO

Industrials
112
+ 4.7%
$408.57 - $509.27 $45.8K - $57K
2.5K $1.17M
XLV
Select Sector Spdr Fund Health

ETFs
533
+ 5.46%
$137.61 - $149.68 $73.3K - $79.8K
10.3K $1.5M
GS
Goldman Sachs Group Inc

Financial Services
376
+ 22.26%
$524.81 - $672.19 $197K - $253K
2.07K $1.13M
NCNO
N Cino, Inc.

Technology
8.54K
+ 64.25%
$27.36 - $34.81 $234K - $297K
21.8K $599K
SPGI
S&P Global Inc.

Financial Services
271
+ 32.97%
$478.26 - $543.77 $130K - $147K
1.09K $555K
ELV
Elevance Health, Inc.

Healthcare
145
+ 12.08%
$365.9 - $436.25 $53.1K - $63.3K
1.35K $585K
RAMP
Live Ramp Holdings, Inc.

Technology
7.58K
+ 52.95%
$25.18 - $35.61 $191K - $270K
21.9K $571K
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.44K
+ 48.83%
$74.85 - $84.89 $108K - $123K
4.4K $359K
GILD
Gilead Sciences, Inc.

Healthcare
522
+ 13.51%
$89.14 - $117.41 $46.5K - $61.3K
4.39K $491K
CDNS
Cadence Design Systems Inc

Technology
1.43K
+ 28.31%
$233.96 - $324.52 $335K - $465K
6.5K $1.65M
QCOM
Qualcomm Inc

Technology
848
+ 16.62%
$151.94 - $175.86 $129K - $149K
5.95K $914K
UNP
Union Pacific Corp

Industrials
425
+ 14.11%
$225.21 - $254.42 $95.7K - $108K
3.44K $812K
TJX
Tjx Companies Inc

Consumer Cyclical
967
+ 15.77%
$112.81 - $126.16 $109K - $122K
7.1K $864K
D
Dominion Energy, Inc

Utilities
1.69K
+ 41.83%
$52.85 - $57.43 $89.5K - $97.3K
5.74K $322K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
62
+ 6.97%
$402.49 - $513.76 $25K - $31.9K
951 $461K
ZTS
Zoetis Inc.

Healthcare
351
+ 1.49%
$156.48 - $175.67 $54.9K - $61.7K
24K $3.95M
Activity Summary
Buys All Purchases 276 New Holdings 64 Increased Positions 212 Sells All Sells 111 Reductions 111 Sold out 0 Options Calls 1 Puts 0
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