Legacy Advisors, LLC Purchases in Q1 2025

Legacy Advisors, LLC

  • $911 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LHX
L3 Harris Technologies, Inc.

Industrials
481
+ 42.64%
$194.65 - $222.86 $93.6K - $107K
1.61K $336K
CB
Chubb LTD

Financial Services
200
+ 16.49%
$257.71 - $301.99 $51.5K - $60.4K
1.41K $426K
BSX
Boston Scientific Corp

Healthcare
446
+ 12.89%
$89.38 - $106.18 $39.9K - $47.4K
3.91K $393K
COF
Capital One Financial Corp

Financial Services
471
+ 40.15%
$163.87 - $209.82 $77.2K - $98.8K
1.64K $294K
INTC
Intel Corp

Technology
2.5K
+ 24.53%
$19.1 - $27.39 $47.8K - $68.5K
12.7K $288K
SCHW
Schwab Charles Corp

Financial Services
531
+ 6.24%
$71.24 - $83.64 $37.8K - $44.4K
9.04K $707K
VTV
Vanguard Value ETF

ETFs
409
+ 19.6%
$167.73 - $179.21 $68.6K - $73.3K
2.5K $431K
HES
Hess Corp

Energy
166
+ 8.75%
$135.42 - $160.52 $22.5K - $26.6K
2.06K $329K
XLF
Financial Sector Spdr

ETFs
1.2K
+ 11.44%
$47.32 - $52.19 $56.8K - $62.6K
11.7K $582K
WFC
Wells Fargo & Company

Financial Services
748
+ 5.39%
$66.78 - $81.42 $50K - $60.9K
14.6K $1.05M
CL
Colgate Palmolive CO

Consumer Defensive
659
+ 24.3%
$85.68 - $97.5 $56.5K - $64.3K
3.37K $315K
SEIC
Sei Investments CO

Financial Services
1.19K
+ 24.77%
$72.08 - $86.58 $85.6K - $103K
5.98K $464K
WELL
Welltower Inc.

Real Estate
134
+ 7.84%
$124.05 - $156.86 $16.6K - $21K
1.84K $282K
MMM
3 M CO

Industrials
197
+ 9.16%
$129.7 - $155.12 $25.6K - $30.6K
2.35K $344K
CEG
Constellation Energy Corp

Utilities
491
+ 34.5%
$201.63 - $347.44 $99K - $171K
1.91K $385K
CTVA
Corteva, Inc.

Basic Materials
188
+ 2.21%
$55.94 - $66.15 $10.5K - $12.4K
8.7K $547K
PAYX
Paychex Inc

Industrials
239
+ 14.26%
$136.06 - $154.52 $32.5K - $36.9K
1.92K $295K
ICE
Intercontinental Exchange, Inc.

Financial Services
118
+ 7.14%
$142.8 - $176.36 $16.9K - $20.8K
1.77K $305K
CAH
Cardinal Health Inc

Healthcare
74
+ 3.09%
$118.02 - $137.77 $8.73K - $10.2K
2.47K $340K
PPL
Ppl Corp

Utilities
585
+ 6.17%
$31.68 - $36.11 $18.5K - $21.1K
10.1K $363K
CTRA
Coterra Energy Inc.

Energy
338
+ 2.5%
$25.51 - $29.83 $8.62K - $10.1K
13.8K $400K
KMB
Kimberly Clark Corp

Consumer Defensive
57
+ 1.38%
$124.46 - $147.4 $7.09K - $8.4K
4.17K $593K
ZS
Zscaler, Inc.

Technology
19
+ 0.72%
$181.66 - $216.87 $3.45K - $4.12K
2.64K $524K
ROK
Rockwell Automation, Inc

Industrials
289
+ 32.51%
$255.29 - $303.75 $73.8K - $87.8K
1.18K $304K
ACGL
Arch Capital Group Ltd.

Financial Services
95
+ 0.92%
$88.13 - $96.94 $8.37K - $9.21K
10.5K $1.01M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
281
+ 32.19%
$221.78 - $273.45 $62.3K - $76.8K
1.15K $262K
PPSI
Pioneer Power Solutions, Inc.

Industrials
16K
New
$2.99 - $4.34 $47.9K - $69.5K
16K $47K
NUE
Nucor Corp

Basic Materials
322
+ 18.6%
$114.48 - $142.52 $36.9K - $45.9K
2.05K $247K
AON
Aon PLC

Financial Services
47
+ 8.01%
$348.44 - $409.32 $16.4K - $19.2K
634 $253K
ECL
Ecolab Inc.

Basic Materials
99
+ 10.75%
$229.72 - $269.82 $22.7K - $26.7K
1.02K $258K
BA
Boeing CO

Industrials
426
+ 9.02%
$148.15 - $186.25 $63.1K - $79.3K
5.15K $877K
GD
General Dynamics Corp

Industrials
116
+ 11.02%
$241.94 - $272.58 $28.1K - $31.6K
1.17K $318K
RDY
Dr Reddys Laboratories LTD

Healthcare
3.13K
New
$12.53 - $15.81 $39.2K - $49.4K
3.13K $41K
JKHY
Henry Jack & Associates Inc

Technology
17
+ 0.34%
$166.47 - $191.28 $2.83K - $3.25K
5.06K $924K
WDAY
Workday, Inc.

Technology
340
+ 20.86%
$233.53 - $277.82 $79.4K - $94.5K
1.97K $460K
WIT
Wipro LTD

Technology
13K
New
$3.0 - $3.77 $39.1K - $49.1K
13K $39K
MU
Micron Technology Inc

Technology
255
+ 4.44%
$86.89 - $109.38 $22.2K - $27.9K
6K $521K
C
Citigroup Inc

Financial Services
446
+ 4.74%
$67.23 - $84.63 $30K - $37.7K
9.87K $700K
PFE
Pfizer Inc

Healthcare
4.24K
+ 7.08%
$25.01 - $27.13 $106K - $115K
64.2K $1.63M
O
Realty Income Corp

Real Estate
264
+ 5.85%
$51.67 - $58.49 $13.6K - $15.4K
4.77K $276K
AFL
Aflac Inc

Financial Services
159
+ 6.45%
$100.99 - $111.19 $16.1K - $17.7K
2.63K $291K
MSI
Motorola Solutions, Inc.

Technology
115
+ 20.43%
$411.73 - $482.1 $47.3K - $55.4K
678 $296K
COP
Conocophillips

Energy
11
+ 0.2%
$88.6 - $105.85 $975 - $1.16K
5.48K $575K
IDXX
Idexx Laboratories Inc

Healthcare
48
+ 2.49%
$406.29 - $469.04 $19.5K - $22.5K
1.98K $829K
LMB
Limbach Holdings, Inc.

Industrials
409
New
$68.92 - $104.65 $28.2K - $42.8K
409 $30K
NSC
Norfolk Southern Corp

Industrials
81
+ 1.5%
$227.69 - $259.76 $18.4K - $21K
5.48K $1.3M
AORT
Artivion, Inc.

Healthcare
1.13K
New
$23.19 - $31.7 $26.2K - $35.8K
1.13K $27K
ING
Ing Groep Nv

Financial Services
1.41K
New
$15.51 - $20.74 $21.9K - $29.2K
1.41K $27K
VLO
Valero Energy Corp

Energy
73
+ 4.35%
$121.76 - $142.99 $8.89K - $10.4K
1.75K $231K
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
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