Legacy Advisors, LLC Incresed Positions in Q1 2025

Legacy Advisors, LLC

  • $911 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PLD
Prologis, Inc.

Real Estate
1.39K
+ 64.0%
$103.59 - $124.04 $144K - $172K
3.56K $398K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
2.57K
+ 9.36%
$24.39 - $35.22 $62.7K - $90.6K
30K $891K
TMUS
T Mobile Us, Inc.

Communication Services
221
+ 9.68%
$211.3 - $272.83 $46.7K - $60.3K
2.5K $667K
JPM
Jpmorgan Chase & CO

Financial Services
62
+ 0.23%
$225.19 - $279.95 $14K - $17.4K
26.7K $6.55M
SBUX
Starbucks Corp

Consumer Cyclical
699
+ 5.12%
$91.75 - $115.81 $64.1K - $81K
14.4K $1.41M
DE
Deere & CO

Industrials
112
+ 4.7%
$408.57 - $509.27 $45.8K - $57K
2.5K $1.17M
GS
Goldman Sachs Group Inc

Financial Services
376
+ 22.26%
$524.81 - $672.19 $197K - $253K
2.07K $1.13M
XLV
Select Sector Spdr Fund Health

ETFs
533
+ 5.46%
$137.61 - $149.68 $73.3K - $79.8K
10.3K $1.5M
NCNO
N Cino, Inc.

Technology
8.54K
+ 64.25%
$27.36 - $34.81 $234K - $297K
21.8K $599K
SPGI
S&P Global Inc.

Financial Services
271
+ 32.97%
$478.26 - $543.77 $130K - $147K
1.09K $555K
RAMP
Live Ramp Holdings, Inc.

Technology
7.58K
+ 52.95%
$25.18 - $35.61 $191K - $270K
21.9K $571K
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.44K
+ 48.83%
$74.85 - $84.89 $108K - $123K
4.4K $359K
GILD
Gilead Sciences, Inc.

Healthcare
522
+ 13.51%
$89.14 - $117.41 $46.5K - $61.3K
4.39K $491K
QCOM
Qualcomm Inc

Technology
848
+ 16.62%
$151.94 - $175.86 $129K - $149K
5.95K $914K
CDNS
Cadence Design Systems Inc

Technology
1.43K
+ 28.31%
$233.96 - $324.52 $335K - $465K
6.5K $1.65M
UNP
Union Pacific Corp

Industrials
425
+ 14.11%
$225.21 - $254.42 $95.7K - $108K
3.44K $812K
TJX
Tjx Companies Inc

Consumer Cyclical
967
+ 15.77%
$112.81 - $126.16 $109K - $122K
7.1K $864K
D
Dominion Energy, Inc

Utilities
1.69K
+ 41.83%
$52.85 - $57.43 $89.5K - $97.3K
5.74K $322K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
62
+ 6.97%
$402.49 - $513.76 $25K - $31.9K
951 $461K
ZTS
Zoetis Inc.

Healthcare
351
+ 1.49%
$156.48 - $175.67 $54.9K - $61.7K
24K $3.95M
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
VTV
Vanguard Value ETF

ETFs
409
+ 19.6%
$167.73 - $179.21 $68.6K - $73.3K
2.5K $431K
SCHW
Schwab Charles Corp

Financial Services
531
+ 6.24%
$71.24 - $83.64 $37.8K - $44.4K
9.04K $707K
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
ADI
Analog Devices Inc

Technology
509
+ 18.01%
$201.56 - $243.82 $103K - $124K
3.34K $672K
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
MMM
3 M CO

Industrials
197
+ 9.16%
$129.7 - $155.12 $25.6K - $30.6K
2.35K $344K
WELL
Welltower Inc.

Real Estate
134
+ 7.84%
$124.05 - $156.86 $16.6K - $21K
1.84K $282K
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
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
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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