Legacy Advisors, LLC Incresed Positions in Q1 2025

Legacy Advisors, LLC

  • $911 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
10.3K
+ 384.93%
$271.18 - $303.12 $2.79M - $3.12M
13K $3.57M
ABT
Abbott Laboratories

Healthcare
7.75K
+ 23.79%
$111.1 - $140.22 $861K - $1.09M
40.3K $5.35M
UBER
Uber Technologies, Inc

Technology
1.93K
+ 1.65%
$63.17 - $81.49 $122K - $157K
119K $8.69M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
51.3K
+ 67.03%
$27.01 - $28.54 $1.39M - $1.47M
128K $3.58M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
19.3K
+ 35.28%
$58.01 - $64.46 $1.12M - $1.24M
74K $4.6M
CVX
Chevron Corp

Energy
4.63K
+ 21.05%
$146.71 - $167.97 $679K - $777K
26.6K $4.45M
XOM
Exxon Mobil Corp

Energy
7.3K
+ 22.27%
$105.44 - $118.93 $770K - $869K
40.1K $4.77M
GE
General Electric CO

Industrials
4.69K
+ 70.69%
$168.59 - $212.13 $791K - $996K
11.3K $2.27M
MO
Altria Group, Inc.

Consumer Defensive
17.1K
+ 161.37%
$50.81 - $60.02 $870K - $1.03M
27.7K $1.66M
AIG
American International Group, Inc.

Financial Services
11.7K
+ 266.73%
$70.5 - $86.94 $822K - $1.01M
16K $1.39M
KO
Coca Cola CO

Consumer Defensive
10.7K
+ 39.79%
$60.81 - $72.32 $651K - $774K
37.6K $2.69M
ABBV
Abb Vie Inc.

Healthcare
1.17K
+ 5.63%
$169.2 - $216.66 $198K - $254K
22K $4.61M
DUK
Duke Energy Corp

Utilities
5.82K
+ 263.02%
$105.87 - $121.97 $616K - $710K
8.03K $979K
IBM
International Business Machines Corp

Technology
2.28K
+ 39.94%
$217.4 - $264.74 $496K - $604K
8K $1.99M
VZ
Verizon Communications Inc

Communication Services
11.4K
+ 32.88%
$37.81 - $46.49 $430K - $528K
45.9K $2.08M
AEP
American Electric Power CO Inc

Utilities
4.26K
+ 59.84%
$90.32 - $109.27 $385K - $466K
11.4K $1.24M
AMGN
Amgen Inc

Healthcare
427
+ 5.07%
$258.59 - $327.36 $110K - $140K
8.84K $2.76M
MCD
Mcdonalds Corp

Consumer Cyclical
394
+ 2.08%
$279.74 - $321.29 $110K - $127K
19.3K $6.03M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
202
+ 1.84%
$80.53 - $147.57 $16.3K - $29.8K
11.2K $1.48M
CME
Cme Group Inc.

Financial Services
1.12K
+ 14.78%
$225.82 - $266.54 $252K - $298K
8.67K $2.3M
PGR
Progressive Corp

Financial Services
1.11K
+ 20.88%
$235.61 - $291.22 $262K - $324K
6.45K $1.82M
T
At&T Inc.

Communication Services
1.95K
+ 2.26%
$21.56 - $28.28 $42K - $55.1K
88.3K $2.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.08K
+ 9.61%
$507.05 - $563.67 $1.06M - $1.17M
23.8K $12.2M
BMY
Bristol Myers Squibb CO

Healthcare
7.6K
+ 54.52%
$53.9 - $63.11 $410K - $480K
21.5K $1.31M
VRNS
Varonis Systems Inc

Technology
13.1K
+ 164.45%
$39.16 - $46.84 $514K - $614K
21.1K $853K
CI
Cigna Corp

Healthcare
710
+ 15.34%
$274.49 - $329.0 $195K - $234K
5.34K $1.76M
BDX
Becton Dickinson & CO

Healthcare
2.03K
+ 110.65%
$222.79 - $249.08 $451K - $505K
3.86K $883K
WM
Waste Management Inc

Industrials
275
+ 2.32%
$200.54 - $233.78 $55.1K - $64.3K
12.2K $2.81M
SHW
Sherwin Williams CO

Basic Materials
1.07K
+ 26.82%
$330.16 - $365.55 $352K - $390K
5.05K $1.76M
OKE
Oneok Inc

Energy
3.84K
+ 157.15%
$89.57 - $109.85 $344K - $421K
6.28K $622K
CPRT
Copart Inc

Consumer Cyclical
6.3K
+ 21.11%
$52.3 - $59.83 $329K - $377K
36.1K $2.04M
MUB
Ishares National Muni Bond ETF

ETFs
3.13K
+ 158.22%
$104.71 - $107.69 $328K - $337K
5.11K $538K
PG
Procter & Gamble CO

Consumer Defensive
1.34K
+ 5.92%
$158.56 - $176.26 $213K - $237K
24K $4.1M
EPD
Enterprise Products Partners L.P.

Energy
834
+ 0.9%
$31.75 - $34.14 $26.5K - $28.5K
93.9K $3.21M
WMB
Williams Companies, Inc.

Energy
861
+ 2.09%
$54.02 - $61.09 $46.5K - $52.6K
42K $2.51M
KLAC
Kla Corp

Technology
132
+ 3.52%
$636.62 - $777.63 $84K - $103K
3.88K $2.64M
SYK
Stryker Corp

Healthcare
369
+ 3.29%
$355.18 - $399.9 $131K - $148K
11.6K $4.31M
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
BR
Broadridge Financial Solutions, Inc.

Technology
392
+ 3.84%
$221.46 - $244.83 $86.8K - $96K
10.6K $2.57M
COST
Costco Wholesale Corp

Consumer Defensive
133
+ 3.41%
$890.62 - $1076.86 $118K - $143K
4.03K $3.81M
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
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
HCA
Hca Healthcare, Inc.

Healthcare
60
+ 1.4%
$296.7 - $345.55 $17.8K - $20.7K
4.36K $1.5M
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
CSCO
Cisco Systems, Inc.

Technology
2.2K
+ 13.8%
$58.74 - $64.87 $129K - $143K
18.2K $1.12M
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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