Legacy Advisors, LLC Purchases in Q4 2024

Legacy Advisors, LLC

  • $978 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Blackrock Inc
651
New
N/A
651 $0
MUB
Ishares National Muni Bond ETF

ETFs
37
+ 1.91%
$105.78 - $108.7 $3.91K - $4.02K
1.98K $210K
Reddit Inc
1.72K
New
N/A
1.72K $0
Flutter Entmt PLC
807
New
N/A
807 $0
SPGI
S&P Global Inc.

Financial Services
23
+ 2.88%
$480.36 - $529.17 $11K - $12.2K
822 $409K
CB
Chubb LTD

Financial Services
31
+ 2.62%
$271.57 - $301.89 $8.42K - $9.36K
1.21K $335K
CVLT
Commvault Systems Inc

Technology
179
+ 1.5%
$132.26 - $177.6 $23.7K - $31.8K
12.1K $1.82M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
99
+ 12.53%
$396.64 - $516.74 $39.3K - $51.2K
889 $358K
GNTX
Gentex Corp

Consumer Cyclical
367
+ 1.6%
$28.6 - $31.34 $10.5K - $11.5K
23.3K $668K
MMM
3 M CO

Industrials
31
+ 1.46%
$124.74 - $137.12 $3.87K - $4.25K
2.15K $277K
VLO
Valero Energy Corp

Energy
50
+ 3.07%
$118.59 - $144.02 $5.93K - $7.2K
1.68K $205K
SPSC
Sps Commerce Inc

Technology
75
+ 2.65%
$165.0 - $198.81 $12.4K - $14.9K
2.9K $534K
PEG
Public Service Enterprise Group Inc

Utilities
138
+ 2.39%
$81.87 - $94.51 $11.3K - $13K
5.9K $498K
CARR
Carrier Global Corp

Industrials
448
+ 11.7%
$66.69 - $82.65 $29.9K - $37K
4.28K $291K
LEN
Lennar Corp

Consumer Cyclical
574
+ 29.68%
$136.2 - $188.96 $78.2K - $108K
2.51K $342K
EFA
Ishares Tr Msci Eafe ETF

ETFs
38
+ 1.3%
$75.1 - $82.99 $2.85K - $3.15K
2.96K $223K
IRM
Iron Mountain Inc

Real Estate
39
+ 2.05%
$101.62 - $128.14 $3.96K - $5K
1.94K $203K
GE
General Electric CO

Industrials
647
+ 10.8%
$159.95 - $194.23 $103K - $126K
6.64K $1.11M
CL
Colgate Palmolive CO

Consumer Defensive
103
+ 3.95%
$90.22 - $102.31 $9.29K - $10.5K
2.71K $246K
STAA
Staar Surgical CO

Healthcare
8.76K
+ 46.54%
$23.93 - $35.89 $210K - $314K
27.6K $669K
KMB
Kimberly Clark Corp

Consumer Defensive
75
+ 1.86%
$130.37 - $146.09 $9.78K - $11K
4.12K $539K
AVY
Avery Dennison Corp

Industrials
5
+ 0.47%
$186.26 - $220.48 $931 - $1.1K
1.08K $201K
SSL
Sasol LTD

Basic Materials
40
+ 0.21%
$4.46 - $7.28 $178 - $291
19.2K $87K
IYM
Ishares Tr

ETFs
10
+ 0.47%
$129.15 - $153.25 $1.29K - $1.53K
2.15K $279K
PFE
Pfizer Inc

Healthcare
3.41K
+ 6.02%
$24.8 - $30.19 $84.5K - $103K
60K $1.59M
RMD
Resmed Inc

Healthcare
81
+ 1.74%
$228.69 - $256.07 $18.5K - $20.7K
4.74K $1.08M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
64
+ 21.48%
$701.85 - $1046.91 $44.9K - $67K
362 $257K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
51.1K
+ 200.86%
$26.93 - $84.95 $1.38M - $4.34M
76.6K $2.09M
MU
Micron Technology Inc

Technology
504
+ 9.62%
$84.16 - $113.41 $42.4K - $57.2K
5.75K $483K
ADBE
Adobe Inc.

Technology
143
+ 7.89%
$437.39 - $552.96 $62.5K - $79.1K
1.96K $869K
DHI
Horton D R Inc

Consumer Cyclical
128
+ 7.04%
$137.24 - $194.56 $17.6K - $24.9K
1.95K $271K
AMD
Advanced Micro Devices Inc

Technology
1.35K
+ 24.4%
$118.88 - $172.8 $160K - $233K
6.87K $830K
AMT
American Tower Corp

Real Estate
132
+ 5.83%
$179.4 - $232.01 $23.7K - $30.6K
2.4K $439K
SHW
Sherwin Williams CO

Basic Materials
206
+ 5.46%
$338.75 - $399.71 $69.8K - $82.3K
3.98K $1.35M
NEE
Nextera Energy Inc

Utilities
1.27K
+ 8.77%
$69.77 - $85.43 $88.3K - $108K
15.7K $1.12M
UPS
United Parcel Service Inc

Industrials
19
+ 0.16%
$122.65 - $138.35 $2.33K - $2.63K
11.8K $1.49M
MDT
Medtronic PLC

Healthcare
173
+ 1.26%
$79.61 - $92.24 $13.8K - $16K
13.9K $1.11M
XLV
Select Sector Spdr Fund Health

ETFs
183
+ 1.91%
$136.28 - $154.74 $24.9K - $28.3K
9.76K $1.34M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.73K
+ 5.26%
$58.88 - $64.8 $161K - $177K
54.7K $3.22M
AMAT
Applied Materials Inc

Technology
235
+ 5.0%
$161.44 - $213.89 $37.9K - $50.3K
4.94K $803K
IDXX
Idexx Laboratories Inc

Healthcare
10
+ 0.52%
$406.92 - $495.42 $4.07K - $4.95K
1.93K $796K
ICLR
Icon PLC

Healthcare
23
+ 0.99%
$187.22 - $297.57 $4.31K - $6.84K
2.36K $494K
HD
Home Depot, Inc.

Consumer Cyclical
55
+ 0.45%
$385.02 - $431.37 $21.2K - $23.7K
12.4K $4.82M
CI
Cigna Corp

Healthcare
42
+ 0.92%
$265.59 - $358.58 $11.2K - $15.1K
4.63K $1.28M
HCA
Hca Healthcare, Inc.

Healthcare
44
+ 1.04%
$297.52 - $415.61 $13.1K - $18.3K
4.3K $1.29M
KLAC
Kla Corp

Technology
92
+ 2.52%
$614.46 - $829.55 $56.5K - $76.3K
3.75K $2.36M
EFX
Equifax Inc

Industrials
262
+ 1.81%
$245.03 - $293.5 $64.2K - $76.9K
14.7K $3.75M
MELI
Mercadolibre Inc

Consumer Cyclical
37
+ 2.0%
$1666.0 - $2117.3 $61.6K - $78.3K
1.88K $3.2M
BSY
Bentley Systems Inc

Technology
231
+ 0.12%
$46.59 - $51.09 $10.8K - $11.8K
193K $9.02M
Activity Summary
Buys All Purchases 251 New Holdings 53 Increased Positions 198 Sells All Sells 106 Reductions 106 Sold out 0 Options Calls 1 Puts 0
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