Legacy Advisors, LLC Incresed Positions in Q1 2025

Legacy Advisors, LLC

  • $911 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ECL
Ecolab Inc.

Basic Materials
99
+ 10.75%
$229.72 - $269.82 $22.7K - $26.7K
1.02K $258K
BA
Boeing CO

Industrials
426
+ 9.02%
$148.15 - $186.25 $63.1K - $79.3K
5.15K $877K
GD
General Dynamics Corp

Industrials
116
+ 11.02%
$241.94 - $272.58 $28.1K - $31.6K
1.17K $318K
JKHY
Henry Jack & Associates Inc

Technology
17
+ 0.34%
$166.47 - $191.28 $2.83K - $3.25K
5.06K $924K
WDAY
Workday, Inc.

Technology
340
+ 20.86%
$233.53 - $277.82 $79.4K - $94.5K
1.97K $460K
MU
Micron Technology Inc

Technology
255
+ 4.44%
$86.89 - $109.38 $22.2K - $27.9K
6K $521K
C
Citigroup Inc

Financial Services
446
+ 4.74%
$67.23 - $84.63 $30K - $37.7K
9.87K $700K
O
Realty Income Corp

Real Estate
264
+ 5.85%
$51.67 - $58.49 $13.6K - $15.4K
4.77K $276K
MSI
Motorola Solutions, Inc.

Technology
115
+ 20.43%
$411.73 - $482.1 $47.3K - $55.4K
678 $296K
PFE
Pfizer Inc

Healthcare
4.24K
+ 7.08%
$25.01 - $27.13 $106K - $115K
64.2K $1.63M
IDXX
Idexx Laboratories Inc

Healthcare
48
+ 2.49%
$406.29 - $469.04 $19.5K - $22.5K
1.98K $829K
COP
Conocophillips

Energy
11
+ 0.2%
$88.6 - $105.85 $975 - $1.16K
5.48K $575K
NSC
Norfolk Southern Corp

Industrials
81
+ 1.5%
$227.69 - $259.76 $18.4K - $21K
5.48K $1.3M
VLO
Valero Energy Corp

Energy
73
+ 4.35%
$121.76 - $142.99 $8.89K - $10.4K
1.75K $231K
ITW
Illinois Tool Works Inc

Industrials
121
+ 13.97%
$244.9 - $274.48 $29.6K - $33.2K
987 $244K
BKR
Baker Hughes CO

Energy
213
+ 4.24%
$41.16 - $48.85 $8.77K - $10.4K
5.23K $229K
PANW
Palo Alto Networks Inc

Technology
381
+ 10.41%
$167.82 - $208.28 $63.9K - $79.4K
4.04K $689K
PH
Parker Hannifin Corp

Industrials
71
+ 10.64%
$591.65 - $707.05 $42K - $50.2K
738 $448K
ABNB
Airbnb, Inc.

Consumer Cyclical
351
+ 21.61%
$119.38 - $161.42 $41.9K - $56.7K
1.98K $235K
TMO
Thermo Fisher Scientific Inc.

Healthcare
172
+ 6.08%
$497.6 - $606.74 $85.6K - $104K
3K $1.49M
BKNG
Booking Holdings Inc.

Consumer Cyclical
11
+ 13.1%
$4295.4 - $5141.88 $47.2K - $56.6K
95 $437K
ADSK
Autodesk, Inc.

Technology
77
+ 7.84%
N/A
1.06K $260K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
73
+ 20.17%
$634.14 - $744.83 $46.3K - $54.4K
435 $275K
K
Kellogg CO

Consumer Defensive
179
+ 7.14%
$81.06 - $82.9 $14.5K - $14.8K
2.69K $221K
VOD
Vodafone Group Public LTD CO

Communication Services
117
+ 0.67%
$8.05 - $9.86 $942 - $1.15K
17.7K $165K
FANG
Diamondback Energy, Inc.

Energy
123
+ 7.84%
$139.9 - $180.18 $17.2K - $22.2K
1.69K $270K
LMT
Lockheed Martin Corp

Industrials
104
+ 11.95%
$423.19 - $506.29 $44K - $52.7K
974 $435K
CBRE
Cbre Group, Inc.

Real Estate
108
+ 6.42%
$121.79 - $147.13 $13.2K - $15.9K
1.79K $233K
RE
Everest Re Group LTD

Financial Services
31
+ 5.46%
N/A
599 $222K
MET
Metlife Inc

Financial Services
218
+ 6.83%
$77.7 - $87.0 $16.9K - $19K
3.41K $273K
TREX
Trex CO Inc

Industrials
1.2K
+ 22.18%
$54.0 - $74.44 $64.9K - $89.4K
6.62K $384K
IYM
Ishares Tr

ETFs
8
+ 0.37%
$128.53 - $142.03 $1.03K - $1.14K
2.16K $290K
MS
Morgan Stanley

Financial Services
595
+ 9.13%
$111.68 - $141.08 $66.4K - $83.9K
7.11K $829K
DFS
Discover Financial Services

Financial Services
51
+ 2.66%
$152.99 - $203.25 $7.8K - $10.4K
1.97K $335K
WBD
Warner Bros. Discovery, Inc.

Communication Services
142
+ 0.78%
$9.47 - $11.46 $1.34K - $1.63K
18.3K $196K
ASML
Asml Holding Nv

Technology
33
+ 5.12%
$662.63 - $776.99 $21.9K - $25.6K
678 $449K
XLP
Consumer Staples Sector Spdr

ETFs
4
+ 0.01%
N/A
28.5K $2.17M
DOW
Dow Inc.

Basic Materials
944
+ 15.35%
$34.36 - $41.92 $32.4K - $39.6K
7.09K $247K
Arista Networks Inc
207
+ 5.11%
N/A
4.26K $0
AME
Ametek Inc

Industrials
76
+ 4.77%
$170.39 - $190.43 $12.9K - $14.5K
1.67K $287K
Ge Healthcare Technologies I
86
+ 1.94%
N/A
4.51K $0
GIGB
Goldman Sachs ETF Access Invt
908
+ 8.93%
N/A
11.1K $0
Ferguson Enterprises Inc
21
+ 1.33%
N/A
1.6K $0
Ge Vernova Inc
425
+ 28.22%
N/A
1.93K $0
Blackrock Inc
33
+ 5.07%
N/A
684 $0
CAT
Caterpillar Inc

Industrials
311
+ 9.98%
$326.75 - $407.63 $102K - $127K
3.43K $1.13M
Linde PLC
619
+ 39.45%
N/A
2.19K $0
Lam Research Corp
926
+ 10.53%
N/A
9.72K $0
Nano Nuclear Energy Inc
3.51K
+ 7.02%
N/A
53.5K $0
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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