Legacy Advisors, LLC Incresed Positions in Q3 2024

Legacy Advisors, LLC

  • $918 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
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
TSLA
Tesla, Inc.

Consumer Cyclical
4.72K
+ 34.26%
$191.76 - $263.26 $905K - $1.24M
18.5K $4.84M
AMZN
Amazon Com Inc

Consumer Cyclical
12.3K
+ 18.18%
$161.02 - $200.0 $1.98M - $2.46M
80K $14.9M
ISRG
Intuitive Surgical Inc

Healthcare
3.46K
+ 388.66%
$416.14 - $494.01 $1.44M - $1.71M
4.35K $2.14M
UNH
Unitedhealth Group Inc

Healthcare
909
+ 7.87%
$488.01 - $604.18 $444K - $549K
12.5K $7.29M
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
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
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
ZTS
Zoetis Inc.

Healthcare
2.04K
+ 13.71%
$172.58 - $196.48 $353K - $402K
17K $3.31M
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
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
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
ABT
Abbott Laboratories

Healthcare
1.52K
+ 4.87%
$100.07 - $118.13 $152K - $179K
32.7K $3.72M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
640
+ 2.3%
$210.25 - $231.86 $135K - $148K
28.4K $6.34M
FISV
Fiserv Inc

Technology
3.82K
+ 56.7%
N/A
10.6K $1.32M
NEE
Nextera Energy Inc

Utilities
3.47K
+ 31.65%
$69.9 - $84.97 $242K - $295K
14.4K $1.22M
AMAT
Applied Materials Inc

Technology
2.47K
+ 110.99%
$174.88 - $254.97 $433K - $631K
4.7K $950K
VO
Vanguard Mid Cap ETF

ETFs
404
+ 2.93%
$237.84 - $263.83 $96.1K - $107K
14.2K $3.75M
PNC
Pnc Financial Services Group, Inc.

Financial Services
620
+ 6.43%
$156.14 - $187.2 $96.8K - $116K
10.3K $1.9M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
200
+ 1.85%
$72.18 - $107.33 $14.4K - $21.5K
11K $1.17M
JPM
Jpmorgan Chase & CO

Financial Services
859
+ 3.54%
$194.9 - $224.8 $167K - $193K
25.1K $5.29M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
8.59K
+ 54.25%
$31.95 - $38.02 $275K - $327K
24.4K $915K
NFLX
Netflix Inc

Communication Services
361
+ 11.71%
$598.55 - $722.26 $216K - $261K
3.45K $2.44M
CME
Cme Group Inc.

Financial Services
1.32K
+ 45.58%
$193.43 - $220.62 $255K - $291K
4.22K $930K
SYK
Stryker Corp

Healthcare
350
+ 3.27%
$315.94 - $371.96 $111K - $130K
11K $3.99M
SHW
Sherwin Williams CO

Basic Materials
106
+ 2.89%
$294.65 - $384.0 $31.2K - $40.7K
3.77K $1.44M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
12.6K
+ 87.48%
$19.62 - $23.55 $248K - $298K
27.1K $631K
LLY
Eli Lilly & CO

Healthcare
543
+ 7.61%
$772.14 - $960.02 $419K - $521K
7.68K $6.8M
CDNS
Cadence Design Systems Inc

Technology
1.37K
+ 142.41%
$246.84 - $321.11 $338K - $440K
2.33K $632K
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
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