Legacy Advisors, LLC Incresed Positions in Q3 2024

Legacy Advisors, LLC

  • $918 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
KMB
Kimberly Clark Corp

Consumer Defensive
58
+ 1.46%
$135.05 - $148.35 $7.83K - $8.6K
4.04K $574K
IYM
Ishares Tr

ETFs
8
+ 0.38%
$136.13 - $151.64 $1.09K - $1.21K
2.14K $321K
AVGO
Broadcom Inc.

Technology
17.5K
+ 836.36%
$136.27 - $1745.86 $2.38M - $30.5M
19.6K $3.38M
AME
Ametek Inc

Industrials
73
+ 5.01%
$152.74 - $176.01 $11.2K - $12.8K
1.53K $262K
CDW
Cdw Corp

Technology
64
+ 2.75%
$206.67 - $239.84 $13.2K - $15.3K
2.4K $541K
PRU
Prudential Financial Inc

Financial Services
64
+ 2.85%
$105.53 - $127.32 $6.75K - $8.15K
2.31K $279K
BAH
Booz Allen Hamilton Holding Corp

Industrials
12
+ 0.68%
$138.82 - $162.76 $1.67K - $1.95K
1.77K $287K
IWV
Ishares Russell 3000 ETF

ETFs
1
+ 0.14%
$294.75 - $326.73 $295 - $327
700 $228K
PANW
Palo Alto Networks Inc

Technology
15
+ 0.91%
$294.18 - $368.01 $4.41K - $5.52K
1.66K $565K
DIS
Walt Disney CO

Communication Services
1.08K
+ 3.59%
$85.6 - $98.61 $92.1K - $106K
31.1K $2.99M
ABC
Amerisourcebergen Corp

Healthcare
26
+ 0.36%
N/A
7.26K $1.34M
C
Citigroup Inc

Financial Services
76
+ 1.96%
$56.11 - $67.61 $4.26K - $5.14K
3.96K $248K
HON
Honeywell International Inc

Industrials
166
+ 3.46%
$196.73 - $220.21 $32.7K - $36.6K
4.97K $1.03M
Ge Vernova Inc
176
+ 14.22%
N/A
1.41K $0
Ge Healthcare Technologies I
173
+ 5.79%
N/A
3.16K $0
Linde PLC
146
+ 11.51%
N/A
1.41K $0
GIGB
Goldman Sachs ETF Access Invt
935
+ 11.21%
N/A
9.28K $0
VIG
Vanguard Dividend Appreciation

ETFs
1
+ 0.05%
$182.15 - $182.15 $182 - $182
1.86K $338K
VRSK
Verisk Analytics, Inc.

Industrials
31
+ 0.45%
$260.31 - $285.99 $8.07K - $8.87K
6.85K $1.84M
MPC
Marathon Petroleum Corp

Energy
40
+ 3.23%
$158.61 - $180.75 $6.34K - $7.23K
1.28K $208K
NUE
Nucor Corp

Basic Materials
32
+ 1.73%
$137.77 - $166.14 $4.41K - $5.32K
1.88K $282K
HES
Hess Corp

Energy
47
+ 2.71%
$126.3 - $155.44 $5.94K - $7.31K
1.78K $241K
XLP
Consumer Staples Sector Spdr

ETFs
3
+ 0.01%
$76.04 - $76.04 $228 - $228
28.5K $2.17M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
180
+ 3.56%
$49.83 - $62.75 $8.97K - $11.3K
5.23K $301K
BA
Boeing CO

Industrials
722
+ 17.24%
$152.04 - $190.6 $110K - $138K
4.91K $746K
SCHW
Schwab Charles Corp

Financial Services
412
+ 5.9%
$61.74 - $76.08 $25.4K - $31.3K
7.4K $479K
DDOG
Datadog, Inc.

Technology
11
+ 0.41%
$104.97 - $134.56 $1.15K - $1.48K
2.67K $306K
KLAC
Kla Corp

Technology
174
+ 5.0%
$696.17 - $892.35 $121K - $155K
3.65K $2.83M
ZS
Zscaler, Inc.

Technology
14
+ 0.54%
$155.9 - $204.47 $2.18K - $2.86K
2.63K $448K
INTU
Intuit Inc

Technology
242
+ 3.97%
$602.97 - $670.49 $146K - $162K
6.33K $3.93M
NVO
Novo Nordisk A S

Healthcare
839
+ 10.61%
$119.07 - $145.42 $99.9K - $122K
8.75K $1.04M
STAA
Staar Surgical CO

Healthcare
2.05K
+ 12.19%
$29.97 - $47.42 $61.3K - $97K
18.8K $699K
MU
Micron Technology Inc

Technology
27
+ 0.52%
$86.27 - $136.82 $2.33K - $3.69K
5.24K $543K
CVX
Chevron Corp

Energy
125
+ 0.65%
$137.88 - $161.97 $17.2K - $20.2K
19.5K $2.87M
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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