Legacy Advisors, LLC New Holdings in Q4 2024

Legacy Advisors, LLC

  • $978 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
11.2K
New
$91.29 - $91.8 $1.03M - $1.03M
11.2K $1.03M
AZO
Autozone Inc

Consumer Cyclical
282
New
$2981.19 - $3370.27 $841K - $950K
282 $902K
GBIL
Goldman Sachs Access Treasury

ETFs
7.97K
New
$99.85 - $100.22 $796K - $799K
7.97K $796K
WRB
Berkley W R Corp

Financial Services
11.8K
New
$56.48 - $64.94 $667K - $767K
11.8K $691K
TRGP
Targa Resources Corp.

Energy
3.59K
New
$150.58 - $207.69 $541K - $746K
3.59K $641K
AXON
Axon Enterprise, Inc.

Industrials
903
New
$399.22 - $689.78 $360K - $623K
903 $536K
SNOW
Snowflake Inc.

Technology
3.45K
New
$109.65 - $186.51 $379K - $644K
3.45K $533K
XLF
Financial Sector Spdr

ETFs
10.5K
New
$44.89 - $51.34 $471K - $539K
10.5K $506K
PLTR
Palantir Technologies Inc.

Technology
5.6K
New
$36.46 - $82.38 $204K - $461K
5.6K $423K
SEIC
Sei Investments CO

Financial Services
4.79K
New
$69.36 - $86.58 $332K - $415K
4.79K $395K
TREX
Trex CO Inc

Industrials
5.41K
New
$62.94 - $79.88 $341K - $432K
5.41K $373K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
5.6K
New
$58.39 - $67.04 $327K - $375K
5.6K $355K
VRNS
Varonis Systems Inc

Technology
7.98K
New
$43.91 - $60.0 $350K - $479K
7.98K $354K
CTRA
Coterra Energy Inc.

Energy
13.5K
New
$22.71 - $27.63 $307K - $373K
13.5K $345K
CRWD
Crowd Strike Holdings, Inc.

Technology
933
New
$275.15 - $388.2 $257K - $362K
933 $319K
MGK
Vanguard Mega Cap Growth ETF

ETFs
905
New
$316.94 - $357.88 $287K - $324K
905 $310K
HOOD
Robinhood Markets, Inc.

Technology
8.21K
New
$22.33 - $43.2 $183K - $354K
8.21K $305K
FDX
Fedex Corp

Industrials
1.04K
New
$260.5 - $305.15 $270K - $317K
1.04K $292K
TDG
Trans Digm Group Inc

Industrials
208
New
$1239.0 - $1442.53 $258K - $300K
208 $263K
ROK
Rockwell Automation, Inc

Industrials
889
New
$264.65 - $302.92 $235K - $269K
889 $254K
MFC
Manulife Financial Corp

Financial Services
8.13K
New
$29.21 - $32.87 $237K - $267K
8.13K $249K
DOW
Dow Inc.

Basic Materials
6.15K
New
$39.1 - $55.34 $240K - $340K
6.15K $246K
LHX
L3 Harris Technologies, Inc.

Industrials
1.13K
New
$208.94 - $264.22 $236K - $298K
1.13K $237K
XLU
Utilities Sector Spdr

ETFs
3.04K
New
$74.89 - $82.93 $228K - $252K
3.04K $230K
PPA
Invesco Exchange Traded Fd Tr

ETFs
2K
New
$113.79 - $124.5 $228K - $249K
2K $229K
TTD
Trade Desk, Inc.

Technology
1.93K
New
$108.7 - $139.51 $210K - $269K
1.93K $226K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
974
New
$173.13 - $258.09 $169K - $251K
974 $224K
CBRE
Cbre Group, Inc.

Real Estate
1.68K
New
$119.22 - $140.71 $200K - $237K
1.68K $220K
TM
Toyota Motor Corp

Consumer Cyclical
1.13K
New
$169.2 - $199.52 $191K - $225K
1.13K $219K
WELL
Welltower Inc.

Real Estate
1.71K
New
$123.11 - $139.3 $211K - $238K
1.71K $215K
ECL
Ecolab Inc.

Basic Materials
921
New
$234.32 - $261.43 $216K - $241K
921 $215K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
873
New
$229.83 - $258.46 $201K - $226K
873 $215K
ABNB
Airbnb, Inc.

Consumer Cyclical
1.62K
New
$125.36 - $147.37 $204K - $239K
1.62K $213K
RE
Everest Re Group LTD

Financial Services
568
New
N/A
568 $210K
AON
Aon PLC

Financial Services
587
New
$344.14 - $393.31 $202K - $231K
587 $210K
COF
Capital One Financial Corp

Financial Services
1.17K
New
$145.19 - $192.01 $170K - $225K
1.17K $209K
ROBT
First Tr Exchange Traded Fd Vi

ETFs
4.6K
New
$42.89 - $48.05 $197K - $221K
4.6K $207K
BKR
Baker Hughes CO

Energy
5.02K
New
$35.98 - $44.88 $181K - $225K
5.02K $205K
INTC
Intel Corp

Technology
10.2K
New
$19.07 - $26.23 $194K - $267K
10.2K $204K
K
Kellogg CO

Consumer Defensive
2.51K
New
$80.34 - $81.29 $201K - $204K
2.51K $203K
SQ
Block, Inc.

Technology
2.36K
New
$65.06 - $98.92 $153K - $233K
2.36K $200K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
15.4K
New
$11.1 - $12.03 $171K - $185K
15.4K $173K
F
Ford Motor CO

Consumer Cyclical
17.2K
New
$9.69 - $11.4 $167K - $197K
17.2K $170K
VOD
Vodafone Group Public LTD CO

Communication Services
17.5K
New
$8.37 - $9.95 $147K - $175K
17.5K $148K
FIGS
Figs, Inc.

Consumer Cyclical
10K
New
$4.67 - $6.75 $46.7K - $67.5K
10K $61K
NINE
Nine Energy Service, Inc.

Energy
33.2K
New
$0.82 - $1.75 $27.2K - $58.1K
33.2K $37K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
24K
New
$1.07 - $1.47 $25.6K - $35.2K
24K $25K
Blackrock Inc
651
New
N/A
651 $0
Arista Networks Inc
4.05K
New
N/A
4.05K $0
Activity Summary
Buys All Purchases 251 New Holdings 53 Increased Positions 198 Sells All Sells 106 Reductions 106 Sold out 0 Options Calls 1 Puts 0
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