Legacy Advisors, LLC New Holdings in Q3 2024

Legacy Advisors, LLC

  • $918 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
238K
New
$31.05 - $34.29 $7.4M - $8.17M
238K $8.17M
IEFA
Ishares Tr

ETFs
27.8K
New
$70.09 - $78.74 $1.95M - $2.19M
27.8K $2.17M
NVR
Nvr Inc

Consumer Cyclical
214
New
$7421.51 - $9811.8 $1.59M - $2.1M
214 $2.1M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
17.6K
New
$100.3 - $100.74 $1.77M - $1.78M
17.6K $1.78M
HCA
Hca Healthcare, Inc.

Healthcare
4.25K
New
$315.12 - $406.43 $1.34M - $1.73M
4.25K $1.73M
IEMG
Ishares Inc

ETFs
26.9K
New
$53.64 - $53.64 $1.44M - $1.44M
26.9K $1.44M
ACGL
Arch Capital Group Ltd.

Financial Services
10.4K
New
$94.47 - $114.25 $983K - $1.19M
10.4K $1.16M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
12.9K
New
$64.57 - $71.76 $831K - $924K
12.9K $923K
WTM
White Mountains Insurance Group LTD

Financial Services
450
New
$1671.79 - $1844.24 $752K - $830K
450 $763K
FNDE
Schwab Fundamental Emerging Mk

ETFs
23.5K
New
$28.02 - $32.68 $658K - $768K
23.5K $758K
ICLR
Icon PLC

Healthcare
2.33K
New
$280.48 - $346.2 $654K - $808K
2.33K $670K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
1.61K
New
$320.55 - $412.94 $517K - $666K
1.61K $628K
BTI
British American Tobacco P.L.C.

Consumer Defensive
16.8K
New
$31.07 - $39.36 $521K - $660K
16.8K $613K
MKL
Markel Corp

Financial Services
368
New
$1494.55 - $1645.69 $550K - $606K
368 $576K
BAX
Baxter International Inc

Healthcare
14.9K
New
$32.85 - $40.26 $489K - $599K
14.9K $565K
EW
Edwards Lifesciences Corp

Healthcare
8.32K
New
$59.7 - $93.78 $497K - $780K
8.32K $548K
CMS
Cms Energy Corp

Utilities
7.2K
New
$58.7 - $70.62 $423K - $509K
7.2K $508K
ALL
Allstate Corp

Financial Services
2.51K
New
$158.43 - $192.86 $397K - $483K
2.51K $474K
ASML
Asml Holding Nv

Technology
500
New
$749.82 - $1098.95 $375K - $549K
500 $416K
CBOE
Cboe Global Markets, Inc.

Financial Services
1.88K
New
$168.57 - $213.65 $316K - $401K
1.88K $382K
ICE
Intercontinental Exchange, Inc.

Financial Services
2.37K
New
$136.93 - $162.81 $324K - $386K
2.37K $380K
AIG
American International Group, Inc.

Financial Services
4.43K
New
$70.16 - $79.23 $311K - $351K
4.43K $324K
INTF
Ishares Tr

ETFs
10K
New
$28.08 - $31.79 $281K - $318K
10K $314K
PAYX
Paychex Inc

Industrials
2.17K
New
$116.17 - $135.19 $252K - $293K
2.17K $290K
O
Realty Income Corp

Real Estate
4.53K
New
$52.36 - $63.42 $237K - $287K
4.53K $287K
NCNO
N Cino, Inc.

Technology
8.42K
New
$29.0 - $35.0 $244K - $295K
8.42K $265K
ITW
Illinois Tool Works Inc

Industrials
1K
New
$233.14 - $263.97 $233K - $264K
1K $262K
OKE
Oneok Inc

Energy
2.86K
New
$78.62 - $95.27 $225K - $272K
2.86K $260K
CCI
Crown Castle International Corp

Real Estate
2.18K
New
$95.29 - $120.24 $208K - $262K
2.18K $258K
FCX
Freeport Mcmoran Inc

Basic Materials
5.11K
New
$39.52 - $51.92 $202K - $265K
5.11K $255K
G
Genpact LTD

Technology
6.5K
New
$30.96 - $39.45 $201K - $256K
6.5K $254K
GIB
Cgi Inc

Technology
2.2K
New
$99.02 - $116.4 $218K - $256K
2.2K $253K
GILD
Gilead Sciences, Inc.

Healthcare
2.99K
New
$66.59 - $83.99 $199K - $251K
2.99K $250K
SRE
Sempra Energy

Utilities
2.97K
New
$74.97 - $84.04 $223K - $250K
2.97K $248K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
4.8K
New
$41.22 - $51.19 $198K - $246K
4.8K $234K
ADSK
Autodesk, Inc.

Technology
950
New
$245.83 - $245.83 $234K - $234K
950 $233K
TRV
Travelers Companies, Inc.

Financial Services
993
New
$201.87 - $242.35 $200K - $241K
993 $232K
KEY
Keycorp

Financial Services
13.7K
New
$13.95 - $17.34 $191K - $237K
13.7K $229K
MSI
Motorola Solutions, Inc.

Technology
511
New
$385.65 - $450.49 $197K - $230K
511 $229K
IRM
Iron Mountain Inc

Real Estate
1.9K
New
$89.69 - $119.32 $171K - $227K
1.9K $225K
CSX
Csx Corp

Industrials
6.52K
New
$32.48 - $35.45 $212K - $231K
6.52K $225K
BDX
Becton Dickinson & CO

Healthcare
937
New
$221.47 - $242.41 $208K - $227K
937 $225K
HPQ
Hp Inc

Technology
6.15K
New
$32.02 - $38.11 $197K - $234K
6.15K $220K
VLO
Valero Energy Corp

Energy
1.63K
New
$132.81 - $163.48 $216K - $266K
1.63K $219K
TT
Trane Technologies PLC

Industrials
565
New
$314.21 - $388.71 $178K - $220K
565 $219K
FANG
Diamondback Energy, Inc.

Energy
1.27K
New
$168.46 - $210.94 $213K - $267K
1.27K $218K
VGLT
Vanguard Long Term Treasury Et

ETFs
3.54K
New
$56.52 - $63.23 $200K - $224K
3.54K $217K
GD
General Dynamics Corp

Industrials
718
New
$279.51 - $308.09 $201K - $221K
718 $216K
MLM
Martin Marietta Materials Inc

Basic Materials
401
New
$502.48 - $593.35 $201K - $238K
401 $215K
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
Track This Portfolio

Track Legacy Advisors, LLC Portfolio

Follow Legacy Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email