Legacy Advisors, LLC Incresed Positions in Q1 2025

Legacy Advisors, LLC

  • $911 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TM
Toyota Motor Corp

Consumer Cyclical
107
+ 9.49%
$176.53 - $195.35 $18.9K - $20.9K
1.23K $217K
PEG
Public Service Enterprise Group Inc

Utilities
116
+ 1.97%
$78.2 - $90.39 $9.07K - $10.5K
6.02K $495K
AMD
Advanced Micro Devices Inc

Technology
1.18K
+ 17.14%
$96.63 - $129.55 $114K - $153K
8.05K $827K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
100
+ 10.79%
$254.58 - $302.92 $25.5K - $30.3K
1.03K $262K
EW
Edwards Lifesciences Corp

Healthcare
117
+ 1.21%
$67.95 - $76.19 $7.95K - $8.91K
9.79K $709K
TT
Trane Technologies PLC

Industrials
38
+ 6.18%
$332.0 - $400.86 $12.6K - $15.2K
653 $220K
CARR
Carrier Global Corp

Industrials
165
+ 3.86%
$62.07 - $70.55 $10.2K - $11.6K
4.44K $281K
BAH
Booz Allen Hamilton Holding Corp

Industrials
298
+ 17.07%
$102.72 - $143.06 $30.6K - $42.6K
2.04K $213K
DHI
Horton D R Inc

Consumer Cyclical
78
+ 4.01%
$125.29 - $147.65 $9.77K - $11.5K
2.02K $257K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
53
+ 5.44%
$203.38 - $274.79 $10.8K - $14.6K
1.03K $210K
CFG
Citizens Financial Group Inc

Financial Services
60
+ 0.89%
$39.73 - $48.36 $2.38K - $2.9K
6.82K $279K
MTB
M&T Bank Corp

Financial Services
2
+ 0.11%
$170.47 - $201.98 $341 - $404
1.9K $338K
CMI
Cummins Inc

Industrials
59
+ 5.36%
$312.92 - $386.07 $18.5K - $22.8K
1.16K $363K
HBAN
Huntington Bancshares Inc

Financial Services
562
+ 1.85%
$14.28 - $17.39 $8.03K - $9.77K
31K $465K
VUG
Vanguard Growth ETF

ETFs
185
+ 7.44%
$369.1 - $427.61 $68.3K - $79.1K
2.67K $990K
INTU
Intuit Inc

Technology
107
+ 1.6%
$555.63 - $630.23 $59.5K - $67.4K
6.78K $4.16M
MCO
Moodys Corp

Financial Services
11
+ 0.22%
$437.8 - $527.48 $4.82K - $5.8K
5.11K $2.38M
DXCM
Dexcom Inc

Healthcare
895
+ 8.92%
$67.74 - $90.75 $60.6K - $81.2K
10.9K $746K
AMP
Ameriprise Financial Inc

Financial Services
49
+ 3.96%
$472.29 - $575.13 $23.1K - $28.2K
1.29K $623K
GIL
Gildan Activewear Inc.

Consumer Cyclical
36
+ 0.26%
$44.19 - $55.09 $1.59K - $1.98K
13.7K $606K
FICO
Fair Isaac Corp

Technology
8
+ 2.17%
$1695.35 - $2030.47 $13.6K - $16.2K
377 $695K
LEN
Lennar Corp

Consumer Cyclical
120
+ 4.78%
$113.93 - $141.54 $13.7K - $17K
2.63K $301K
BAC
Bank Of America Corp

Financial Services
2.05K
+ 3.58%
$39.61 - $47.74 $81.4K - $98.1K
59.5K $2.48M
AMAT
Applied Materials Inc

Technology
282
+ 5.71%
$145.06 - $195.51 $40.9K - $55.1K
5.22K $757K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
320
+ 1.84%
$108.02 - $120.45 $34.6K - $38.5K
17.7K $1.95M
SPSC
Sps Commerce Inc

Technology
636
+ 21.91%
$123.05 - $197.4 $78.3K - $126K
3.54K $469K
AZTA
Azenta, Inc.

Healthcare
2.65K
+ 25.32%
$34.61 - $54.75 $91.7K - $145K
13.1K $454K
TOST
Toast, Inc.

Technology
438
+ 1.69%
$32.61 - $41.98 $14.3K - $18.4K
26.3K $872K
GM
General Motors CO

Consumer Cyclical
118
+ 0.87%
$45.22 - $54.92 $5.34K - $6.48K
13.6K $641K
PYPL
Pay Pal Holdings, Inc.

Financial Services
52
+ 1.17%
$65.15 - $91.81 $3.39K - $4.77K
4.49K $292K
AXP
American Express CO

Financial Services
178
+ 3.46%
$255.39 - $325.87 $45.5K - $58K
5.32K $1.43M
ADBE
Adobe Inc.

Technology
49
+ 2.51%
$377.84 - $464.11 $18.5K - $22.7K
2K $768K
ETN
Eaton Corp PLC

Industrials
154
+ 6.48%
$271.83 - $371.23 $41.9K - $57.2K
2.53K $687K
EMR
Emerson Electric CO

Industrials
433
+ 3.93%
$108.64 - $131.17 $47K - $56.8K
11.4K $1.25M
TECH
Bio Techne Corp

Healthcare
1.08K
+ 7.53%
$58.47 - $78.75 $62.9K - $84.7K
15.4K $900K
EFX
Equifax Inc

Industrials
141
+ 0.96%
$235.63 - $278.34 $33.2K - $39.2K
14.9K $3.62M
HUBS
Hubspot Inc

Technology
2
+ 0.19%
$571.29 - $819.71 $1.14K - $1.64K
1.08K $614K
EQIX
Equinix Inc

Real Estate
3
+ 0.27%
$803.0 - $959.97 $2.41K - $2.88K
1.1K $895K
NEOG
Neogen Corp

Healthcare
6.06K
+ 10.23%
$8.43 - $13.07 $51.1K - $79.3K
65.3K $566K
MRVL
Marvell Technology, Inc.

Technology
904
+ 20.23%
$61.57 - $126.06 $55.7K - $114K
5.37K $330K
PNC
Pnc Financial Services Group, Inc.

Financial Services
36
+ 0.36%
$168.84 - $202.89 $6.08K - $7.3K
10K $1.76M
DLR
Digital Realty Trust, Inc.

Real Estate
17
+ 0.32%
$142.1 - $183.56 $2.42K - $3.12K
5.31K $760K
STAA
Staar Surgical CO

Healthcare
98
+ 0.36%
$15.35 - $24.99 $1.5K - $2.45K
27.7K $487K
NVR
Nvr Inc

Consumer Cyclical
1
+ 0.47%
$7062.02 - $8382.63 $7.06K - $8.38K
215 $1.56M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.37K
+ 3.53%
$551.42 - $612.93 $758K - $842K
40.3K $22.5M
IWF
Ishares Russell 1000 Gr ETF

ETFs
600
+ 4.84%
$360.07 - $417.26 $216K - $250K
13K $4.69M
ORCL
Oracle Corp

Technology
238
+ 2.0%
$139.81 - $186.47 $33.3K - $44.4K
12.1K $1.69M
CRM
Salesforce, Inc.

Technology
226
+ 3.84%
$268.36 - $359.95 $60.6K - $81.3K
6.11K $1.64M
BX
Blackstone Inc.

Financial Services
66
+ 0.62%
$136.53 - $186.74 $9.01K - $12.3K
10.8K $1.51M
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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