Legacy Advisors, LLC Incresed Positions in Q3 2024

Legacy Advisors, LLC

  • $918 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
WMT
Walmart Inc.

Consumer Defensive
17
+ 0.07%
$66.91 - $81.4 $1.14K - $1.38K
24.6K $1.98M
CAT
Caterpillar Inc

Industrials
407
+ 15.03%
$316.8 - $391.12 $129K - $159K
3.12K $1.22M
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.19K
+ 11.8%
$64.35 - $75.71 $141K - $166K
20.7K $1.53M
BSY
Bentley Systems Inc

Technology
215
+ 0.11%
$44.79 - $51.95 $9.63K - $11.2K
193K $9.8M
WMB
Williams Companies, Inc.

Energy
3.39K
+ 8.41%
$41.24 - $46.22 $140K - $157K
43.7K $2M
APD
Air Products & Chemicals, Inc.

Basic Materials
310
+ 6.62%
$247.34 - $300.11 $76.7K - $93K
4.99K $1.49M
CRM
Salesforce, Inc.

Technology
696
+ 17.56%
$238.42 - $276.53 $166K - $192K
4.66K $1.28M
COST
Costco Wholesale Corp

Consumer Defensive
131
+ 3.48%
$801.83 - $917.05 $105K - $120K
3.9K $3.45M
SO
Southern CO

Utilities
1.93K
+ 31.13%
$77.0 - $90.52 $148K - $174K
8.12K $731K
TMO
Thermo Fisher Scientific Inc.

Healthcare
88
+ 3.08%
$531.86 - $624.21 $46.8K - $54.9K
2.94K $1.82M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
183
+ 76.57%
$1015.62 - $1159.62 $186K - $212K
422 $486K
XLV
Select Sector Spdr Fund Health

ETFs
1.03K
+ 12.09%
$143.3 - $157.24 $148K - $162K
9.58K $1.48M
IBM
International Business Machines Corp

Technology
131
+ 3.37%
$175.1 - $223.38 $22.9K - $29.3K
4.02K $889K
NEOG
Neogen Corp

Healthcare
10.7K
+ 38.65%
$14.73 - $17.71 $158K - $190K
38.6K $648K
LMT
Lockheed Martin Corp

Industrials
227
+ 32.9%
$460.3 - $584.56 $104K - $133K
917 $536K
BR
Broadridge Financial Solutions, Inc.

Technology
187
+ 1.95%
$196.56 - $218.55 $36.8K - $40.9K
9.8K $2.11M
SYY
Sysco Corp

Consumer Defensive
1.26K
+ 7.39%
$69.16 - $78.98 $86.9K - $99.2K
18.3K $1.43M
AXP
American Express CO

Financial Services
50
+ 1.0%
$225.92 - $271.17 $11.3K - $13.6K
5.03K $1.36M
MDT
Medtronic PLC

Healthcare
648
+ 4.97%
$76.84 - $91.03 $49.8K - $59K
13.7K $1.23M
ETN
Eaton Corp PLC

Industrials
497
+ 22.73%
$272.52 - $333.02 $135K - $166K
2.68K $889K
GOOGL
Alphabet Inc.

Communication Services
8.04K
+ 11.59%
$148.65 - $191.18 $1.19M - $1.54M
77.4K $12.8M
CMCSA
Comcast Corp

Communication Services
2.98K
+ 10.2%
$37.33 - $41.78 $111K - $124K
32.2K $1.34M
NSC
Norfolk Southern Corp

Industrials
88
+ 1.66%
$213.75 - $259.69 $18.8K - $22.9K
5.4K $1.34M
BAC
Bank Of America Corp

Financial Services
5.06K
+ 10.53%
$36.65 - $44.13 $186K - $223K
53.2K $2.11M
PFE
Pfizer Inc

Healthcare
5.07K
+ 9.85%
$27.7 - $31.39 $140K - $159K
56.6K $1.64M
USB
Us Bancorp \De\

Financial Services
107
+ 0.34%
$39.04 - $47.23 $4.18K - $5.05K
31.3K $1.43M
BMY
Bristol Myers Squibb CO

Healthcare
1.74K
+ 17.76%
$39.66 - $51.75 $68.8K - $89.8K
11.5K $595K
CSCO
Cisco Systems, Inc.

Technology
2.31K
+ 21.83%
$44.74 - $53.22 $103K - $123K
12.9K $686K
UNP
Union Pacific Corp

Industrials
547
+ 21.93%
$221.78 - $256.09 $121K - $140K
3.04K $748K
PH
Parker Hannifin Corp

Industrials
198
+ 47.26%
$501.01 - $635.92 $99.2K - $126K
617 $389K
GIL
Gildan Activewear Inc.

Consumer Cyclical
380
+ 2.19%
$37.71 - $47.5 $14.3K - $18.1K
17.7K $835K
TMUS
T Mobile Us, Inc.

Communication Services
563
+ 31.75%
$175.14 - $206.36 $98.6K - $116K
2.34K $482K
AMT
American Tower Corp

Real Estate
431
+ 23.5%
$192.27 - $242.73 $82.9K - $105K
2.27K $526K
RTX
Raytheon Technologies Corp

Industrials
513
+ 9.98%
$99.55 - $123.34 $51.1K - $63.3K
5.66K $684K
EQIX
Equinix Inc

Real Estate
25
+ 2.4%
$749.0 - $890.01 $18.7K - $22.3K
1.07K $947K
FDS
Factset Research Systems Inc

Financial Services
65
+ 2.73%
$397.04 - $469.48 $25.8K - $30.5K
2.44K $1.12M
DHR
Danaher Corp

Healthcare
24
+ 0.48%
$239.25 - $280.76 $5.74K - $6.74K
4.99K $1.39M
SPOT
Spotify Technology S.A.

Communication Services
1
+ 0.04%
$290.16 - $384.01 $290 - $384
2.6K $957K
XLK
Technology Sector Spdr

ETFs
736
+ 1.43%
$197.34 - $237.68 $145K - $175K
52.3K $11.8M
NDAQ
Nasdaq, Inc.

Financial Services
1.14K
+ 24.32%
$59.48 - $74.31 $67.7K - $84.6K
5.82K $424K
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.01%
$200.87 - $224.6 $201 - $225
7.83K $1.73M
DHI
Horton D R Inc

Consumer Cyclical
282
+ 18.37%
$135.21 - $197.06 $38.1K - $55.6K
1.82K $346K
KKR
Kkr & Co. Inc.

Financial Services
288
+ 7.86%
$104.51 - $133.23 $30.1K - $38.4K
3.95K $515K
PLD
Prologis, Inc.

Real Estate
809
+ 41.11%
$111.95 - $132.43 $90.6K - $107K
2.78K $350K
PAYC
Paycom Software, Inc.

Technology
362
+ 12.91%
$140.16 - $173.86 $50.7K - $62.9K
3.17K $527K
DE
Deere & CO

Industrials
98
+ 5.11%
$344.84 - $418.0 $33.8K - $41K
2.01K $840K
VFC
V F Corp

Consumer Cyclical
34
+ 0.18%
$12.74 - $19.95 $433 - $678
18.7K $372K
TGT
Target Corp

Consumer Defensive
703
+ 48.79%
$133.47 - $159.25 $93.8K - $112K
2.14K $334K
DUK
Duke Energy Corp

Utilities
122
+ 1.74%
$99.35 - $117.71 $12.1K - $14.4K
7.12K $821K
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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