Legacy Advisors, LLC Reduced Holdings in Q4 2024

Legacy Advisors, LLC

  • $978 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VERX
Vertex, Inc.

Technology
-765K
- 35.38%
$39.21 - $56.92 $30M - $43.6M
1.4M $74.6M
JNJ
Johnson & Johnson

Healthcare
-6.12K
- 9.98%
$143.34 - $165.86 $877K - $1.01M
55.2K $7.98M
LLY
Eli Lilly & CO

Healthcare
-1.29K
- 16.77%
$727.2 - $932.06 $937K - $1.2M
6.39K $4.94M
IVV
Ishares Core S&P 500 ETF

ETFs
-3.97K
- 9.34%
$570.51 - $610.59 $2.26M - $2.42M
38.5K $22.7M
KO
Coca Cola CO

Consumer Defensive
-16.1K
- 37.46%
$61.74 - $71.71 $995K - $1.16M
26.9K $1.68M
UNH
Unitedhealth Group Inc

Healthcare
-34
- 0.27%
$485.52 - $625.25 $16.5K - $21.3K
12.4K $6.29M
AVAV
Aero Vironment Inc

Industrials
-1.75K
- 13.71%
$153.72 - $235.17 $269K - $412K
11K $1.7M
AMGN
Amgen Inc

Healthcare
-1.01K
- 10.72%
$258.78 - $328.31 $262K - $332K
8.42K $2.19M
NKE
Nike, Inc.

Consumer Cyclical
-5.53K
- 19.29%
$73.36 - $89.13 $406K - $493K
23.1K $1.75M
SBUX
Starbucks Corp

Consumer Cyclical
-7.05K
- 34.05%
$87.44 - $102.5 $616K - $722K
13.7K $1.24M
ABBV
Abb Vie Inc.

Healthcare
-1.09K
- 4.96%
$164.99 - $203.87 $179K - $221K
20.8K $3.7M
PEP
Pepsico Inc

Consumer Defensive
-454
- 1.46%
$151.29 - $176.1 $68.7K - $79.9K
30.6K $4.65M
DUK
Duke Energy Corp

Utilities
-4.91K
- 68.94%
$105.76 - $120.76 $519K - $593K
2.21K $238K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-4.15K
- 20.05%
$59.25 - $72.99 $246K - $303K
16.6K $988K
LOW
Lowes Companies Inc

Consumer Cyclical
-1.37K
- 16.76%
$244.52 - $284.07 $336K - $390K
6.82K $1.68M
PG
Procter & Gamble CO

Consumer Defensive
-2.34K
- 9.35%
$161.05 - $179.7 $377K - $421K
22.7K $3.81M
MCHP
Microchip Technology Inc

Technology
-375
- 1.91%
$55.51 - $79.05 $20.8K - $29.6K
19.3K $1.11M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-262
- 0.92%
$209.89 - $233.24 $55K - $61.1K
28.2K $5.98M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-112
- 3.81%
$501.29 - $612.85 $56.1K - $68.6K
2.83K $1.47M
STT
State Street Corp

Financial Services
-4.56K
- 42.97%
$85.96 - $100.78 $392K - $460K
6.05K $594K
MRK
Merck & Co., Inc.

Healthcare
-387
- 1.89%
$96.31 - $114.76 $37.3K - $44.4K
20.1K $2M
APD
Air Products & Chemicals, Inc.

Basic Materials
-984
- 19.72%
$285.5 - $335.62 $281K - $330K
4.01K $1.16M
RAMP
Live Ramp Holdings, Inc.

Technology
-15.6K
- 52.22%
$23.69 - $32.37 $370K - $506K
14.3K $434K
MCD
Mcdonalds Corp

Consumer Cyclical
-86
- 0.45%
$288.47 - $316.54 $24.8K - $27.2K
18.9K $5.48M
STZ
Constellation Brands, Inc.

Consumer Defensive
-437
- 8.06%
$219.66 - $257.62 $96K - $113K
4.98K $1.1M
GWW
W.W. Grainger, Inc.

Industrials
-306
- 12.27%
$1023.06 - $1220.93 $313K - $374K
2.19K $2.31M
GWRE
Guidewire Software, Inc.

Technology
-790
- 9.73%
$168.58 - $207.12 $133K - $164K
7.33K $1.24M
DHR
Danaher Corp

Healthcare
-7
- 0.14%
$226.16 - $274.52 $1.58K - $1.92K
4.98K $1.14M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-54
- 0.49%
$82.28 - $117.52 $4.44K - $6.35K
11K $931K
CGNX
Cognex Corp

Technology
-3.83K
- 22.69%
$35.61 - $43.05 $136K - $165K
13K $467K
ELV
Elevance Health, Inc.

Healthcare
-54
- 4.31%
$365.96 - $514.62 $19.8K - $27.8K
1.2K $443K
ACGL
Arch Capital Group Ltd.

Financial Services
-22
- 0.21%
$88.71 - $114.86 $1.95K - $2.53K
10.4K $958K
ABC
Amerisourcebergen Corp

Healthcare
-1.07K
- 14.78%
N/A
6.19K $1.15M
GIL
Gildan Activewear Inc.

Consumer Cyclical
-4.07K
- 22.94%
$46.28 - $50.23 $188K - $204K
13.7K $643K
BAX
Baxter International Inc

Healthcare
-1.82K
- 12.25%
$28.63 - $37.84 $52.2K - $69K
13.1K $381K
AMP
Ameriprise Financial Inc

Financial Services
-555
- 30.95%
$473.15 - $574.01 $263K - $319K
1.24K $659K
VZ
Verizon Communications Inc

Communication Services
-228
- 0.66%
$39.6 - $45.21 $9.03K - $10.3K
34.6K $1.38M
MANH
Manhattan Associates Inc

Technology
-440
- 8.4%
$263.36 - $309.78 $116K - $136K
4.8K $1.3M
QLYS
Qualys, Inc.

Technology
-1.89K
- 23.84%
$119.24 - $159.23 $226K - $302K
6.05K $848K
SYY
Sysco Corp

Consumer Defensive
-1.71K
- 9.35%
$73.63 - $81.77 $126K - $140K
16.6K $1.27M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.55K
- 10.22%
$71.75 - $75.11 $111K - $116K
13.6K $978K
BLKB
Blackbaud Inc

Technology
-938
- 11.86%
$73.8 - $87.47 $69.2K - $82K
6.97K $515K
IWR
Ishares Russell Mid Cap ETF

ETFs
-2.39K
- 1.03%
$87.25 - $95.52 $208K - $228K
229K $20.2M
AFL
Aflac Inc

Financial Services
-1.14K
- 31.63%
$100.37 - $115.27 $115K - $132K
2.47K $255K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-401
- 1.64%
$31.24 - $37.15 $12.5K - $14.9K
24K $771K
CVS
Cvs Health Corp

Healthcare
-436
- 6.3%
$43.78 - $67.46 $19.1K - $29.4K
6.48K $291K
HSY
Hershey CO

Consumer Defensive
-573
- 29.01%
$168.67 - $193.65 $96.6K - $111K
1.4K $237K
ICE
Intercontinental Exchange, Inc.

Financial Services
-716
- 30.24%
$148.29 - $166.93 $106K - $120K
1.65K $246K
QCOM
Qualcomm Inc

Technology
-278
- 5.17%
$150.4 - $178.04 $41.8K - $49.5K
5.1K $783K
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
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