Legacy Advisors, LLC New Holdings in Q1 2025

Legacy Advisors, LLC

  • $911 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BSEP
Innovator U.S. Equity Buffer E

ETFs
20.2K
New
$41.28 - $44.23 $835K - $894K
20.2K $844K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
16.9K
New
$49.25 - $50.66 $833K - $857K
16.9K $839K
SHEL
Shell PLC

Energy
9.42K
New
$62.84 - $73.29 $592K - $691K
9.42K $690K
EXC
Exelon Corp

Utilities
14.1K
New
$37.3 - $46.08 $526K - $649K
14.1K $649K
GTLB
Gitlab Inc.

Technology
11.8K
New
$47.0 - $73.14 $557K - $866K
11.8K $556K
CINF
Cincinnati Financial Corp

Financial Services
3.01K
New
$133.67 - $147.81 $402K - $444K
3.01K $444K
XLE
Energy Sector Spdr

ETFs
4.64K
New
$85.7 - $93.96 $398K - $436K
4.64K $433K
DGX
Quest Diagnostics Inc

Healthcare
3.02K
New
N/A
3.02K $413K
GMED
Globus Medical Inc

Healthcare
4.63K
New
$69.68 - $93.32 $322K - $432K
4.63K $338K
MPC
Marathon Petroleum Corp

Energy
2.12K
New
$134.72 - $159.03 $285K - $337K
2.12K $308K
VEA
Vanguard Ftse Developed Market

ETFs
5.42K
New
$47.4 - $52.99 $257K - $287K
5.42K $275K
ROP
Roper Technologies Inc

Industrials
447
New
$502.71 - $593.81 $225K - $265K
447 $263K
CCI
Crown Castle International Corp

Real Estate
2.51K
New
$84.33 - $106.39 $212K - $267K
2.51K $261K
MCK
Mckesson Corp

Healthcare
354
New
$566.21 - $672.99 $200K - $238K
354 $238K
CHTR
Charter Communications, Inc.

Communication Services
619
New
$334.89 - $384.77 $207K - $238K
619 $228K
ETR
Entergy Corp

Utilities
2.68K
New
$75.26 - $87.89 $201K - $235K
2.68K $228K
VT
Vanguard Total World Stk Index

ETFs
1.96K
New
$115.08 - $123.97 $226K - $243K
1.96K $227K
FAST
Fastenal CO

Industrials
2.8K
New
$71.11 - $79.98 $199K - $224K
2.8K $217K
MNST
Monster Beverage Corp

Consumer Defensive
3.71K
New
$46.16 - $58.58 $171K - $217K
3.71K $216K
YUM
Yum Brands Inc

Consumer Cyclical
1.37K
New
$123.25 - $162.53 $169K - $223K
1.37K $215K
CTAS
Cintas Corp

Industrials
1.03K
New
$182.09 - $208.14 $187K - $213K
1.03K $210K
RSG
Republic Services, Inc.

Industrials
870
New
$200.09 - $242.16 $174K - $211K
870 $210K
TFC
Truist Financial Corp

Financial Services
5.04K
New
$39.48 - $48.15 $199K - $242K
5.04K $207K
TDY
Teledyne Technologies Inc

Technology
412
New
$455.51 - $518.84 $188K - $214K
412 $205K
NOC
Northrop Grumman Corp

Industrials
401
New
$433.45 - $513.82 $174K - $206K
401 $205K
VGLT
Vanguard Long Term Treasury Et

ETFs
3.53K
New
$53.99 - $58.43 $190K - $206K
3.53K $203K
SMR
Nuscale Power Corp

Industrials
13.1K
New
$14.16 - $29.08 $186K - $382K
13.1K $186K
AES
Aes Corp

Utilities
13.1K
New
$9.93 - $13.23 $130K - $173K
13.1K $162K
PPSI
Pioneer Power Solutions, Inc.

Industrials
16K
New
$2.99 - $4.34 $47.9K - $69.5K
16K $47K
RDY
Dr Reddys Laboratories LTD

Healthcare
3.13K
New
$12.53 - $15.81 $39.2K - $49.4K
3.13K $41K
WIT
Wipro LTD

Technology
13K
New
$3.0 - $3.77 $39.1K - $49.1K
13K $39K
LMB
Limbach Holdings, Inc.

Industrials
409
New
$68.92 - $104.65 $28.2K - $42.8K
409 $30K
AORT
Artivion, Inc.

Healthcare
1.13K
New
$23.19 - $31.7 $26.2K - $35.8K
1.13K $27K
ING
Ing Groep Nv

Financial Services
1.41K
New
$15.51 - $20.74 $21.9K - $29.2K
1.41K $27K
AVT
Avnet Inc

Technology
536
New
$46.61 - $54.65 $25K - $29.3K
536 $25K
RYAAY
Ryanair Holdings PLC

Industrials
562
New
$41.54 - $50.08 $23.3K - $28.1K
562 $23K
PYCR
Paycor Hcm, Inc.

Technology
955
New
$18.34 - $22.86 $17.5K - $21.8K
955 $21K
XMTR
Xometry, Inc.

Industrials
669
New
$23.04 - $43.2 $15.4K - $28.9K
669 $16K
KB
Kb Financial Group Inc.

Financial Services
283
New
$53.14 - $62.87 $15K - $17.8K
283 $15K
BAP
Credicorp LTD

Financial Services
79
New
$178.97 - $197.4 $14.1K - $15.6K
79 $14K
BMO
Bank Of Montreal

Financial Services
152
New
$94.92 - $104.14 $14.4K - $15.8K
152 $14K
OPCH
Option Care Health, Inc.

Healthcare
390
New
$22.7 - $35.2 $8.85K - $13.7K
390 $13K
WEAV
Weave Communications, Inc.

Technology
872
New
$10.61 - $17.44 $9.25K - $15.2K
872 $9K
DSGX
Descartes Systems Group Inc

Technology
88
New
$96.4 - $122.5 $8.48K - $10.8K
88 $8K
JD
Jd.Com, Inc.

Consumer Cyclical
152
New
$33.1 - $45.21 $5.03K - $6.87K
152 $6K
QFIN
360 Digi Tech, Inc.

Financial Services
143
New
$36.09 - $48.12 $5.16K - $6.88K
143 $6K
JHX
James Hardie Industries PLC

Basic Materials
174
New
$23.56 - $34.63 $4.1K - $6.03K
174 $4K
BILI
Bilibili Inc.

Communication Services
173
New
$15.97 - $24.1 $2.76K - $4.17K
173 $3K
CRS
Carpenter Technology Corp

Industrials
22
New
$172.39 - $212.53 $3.79K - $4.68K
22 $3K
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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