Legacy Advisors, LLC Reduced Holdings in Q1 2025

Legacy Advisors, LLC

  • $911 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VERX
Vertex, Inc.

Technology
-74K
- 5.29%
$31.15 - $58.95 $2.31M - $4.36M
1.32M $46.3M
MTZ
Mastec Inc

Industrials
-42K
- 5.13%
$108.66 - $160.79 $4.56M - $6.75M
777K $90.6M
AMZN
Amazon Com Inc

Consumer Cyclical
-3
- -0.0%
$190.26 - $242.06 $571 - $726
87.3K $16.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-3.04K
- 16.07%
$468.34 - $539.52 $1.42M - $1.64M
15.8K $7.43M
GOOG
Alphabet Inc.

Communication Services
-2.1K
- 4.57%
$156.06 - $207.71 $328K - $437K
43.9K $6.86M
GLD
Spdr Gold Trust

ETFs
-9.6K
- 44.66%
$243.19 - $288.14 $2.33M - $2.77M
11.9K $3.43M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-567
- 0.62%
$302.31 - $337.54 $171K - $191K
90.4K $27.7M
OEF
Ishares S&P 100 ETF

ETFs
-5.35K
- 15.56%
N/A
29.1K $7.73M
AVGO
Broadcom Inc.

Technology
-55
- 0.28%
$167.43 - $244.7 $9.21K - $13.5K
19.9K $3.33M
PEP
Pepsico Inc

Consumer Defensive
-7.83K
- 25.62%
$142.64 - $156.42 $1.12M - $1.22M
22.7K $3.41M
ACN
Accenture PLC

Technology
-303
- 1.85%
$300.91 - $398.25 $91.2K - $121K
16.1K $5.02M
CYBR
Cyber Ark Software Ltd.

Technology
-2.22K
- 27.8%
$312.8 - $414.31 $693K - $918K
5.76K $1.95M
HD
Home Depot, Inc.

Consumer Cyclical
-986
- 7.97%
$347.25 - $424.87 $342K - $419K
11.4K $4.18M
WMT
Walmart Inc.

Consumer Defensive
-6.03K
- 23.14%
$84.5 - $105.05 $510K - $634K
20K $1.76M
MANH
Manhattan Associates Inc

Technology
-688
- 14.34%
$163.5 - $295.1 $112K - $203K
4.11K $711K
LLY
Eli Lilly & CO

Healthcare
-1.04K
- 16.31%
$725.72 - $929.72 $757K - $970K
5.35K $4.42M
NKE
Nike, Inc.

Consumer Cyclical
-3.52K
- 15.19%
$63.29 - $81.72 $223K - $287K
19.6K $1.25M
APH
Amphenol Corp

Technology
-3.17K
- 4.42%
$61.62 - $78.55 $195K - $249K
68.5K $4.49M
TXN
Texas Instruments Inc

Technology
-2.45K
- 15.78%
N/A
13.1K $2.55M
KKR
Kkr & Co. Inc.

Financial Services
-2.24K
- 36.39%
$108.17 - $167.07 $242K - $374K
3.91K $452K
DIS
Walt Disney CO

Communication Services
-286
- 0.87%
$96.87 - $114.0 $27.7K - $32.6K
32.8K $3.23M
ISRG
Intuitive Surgical Inc

Healthcare
-623
- 12.86%
$476.63 - $610.45 $297K - $380K
4.22K $2.09M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-679
- 7.21%
$165.25 - $224.62 $112K - $153K
8.74K $1.45M
AVAV
Aero Vironment Inc

Industrials
-147
- 1.33%
$119.19 - $186.12 $17.5K - $27.4K
10.9K $1.3M
MCHP
Microchip Technology Inc

Technology
-3.71K
- 19.22%
$48.41 - $64.3 $179K - $238K
15.6K $754K
MRK
Merck & Co., Inc.

Healthcare
-1.67K
- 8.29%
$83.01 - $101.02 $138K - $169K
18.5K $1.66M
SO
Southern CO

Utilities
-4.64K
- 52.27%
$80.96 - $92.96 $376K - $432K
4.24K $389K
UNH
Unitedhealth Group Inc

Healthcare
-1.03K
- 8.32%
$461.52 - $548.18 $477K - $567K
11.4K $5.97M
ROST
Ross Stores, Inc.

Consumer Cyclical
-564
- 6.13%
$123.3 - $154.95 $69.5K - $87.4K
8.64K $1.1M
IWM
Ishares Russell 2000 ETF

ETFs
-267
- 2.5%
$198.1 - $229.79 $52.9K - $61.4K
10.4K $2.08M
VRSK
Verisk Analytics, Inc.

Industrials
-1.75K
- 15.73%
$268.63 - $301.33 $469K - $526K
9.36K $2.78M
WEX
Wex Inc.

Technology
-1.13K
- 21.65%
$148.29 - $186.78 $168K - $211K
4.09K $642K
BLKB
Blackbaud Inc

Technology
-2.96K
- 42.38%
$61.9 - $80.79 $183K - $239K
4.02K $249K
VB
Vanguard Small Cap ETF

ETFs
-329
- 3.29%
$217.89 - $252.64 $71.7K - $83.1K
9.67K $2.14M
KRNT
Kornit Digital Ltd.

Industrials
-282
- 1.35%
$19.08 - $30.97 $5.38K - $8.73K
20.6K $392K
CDW
Cdw Corp

Technology
-902
- 11.9%
$160.26 - $206.13 $145K - $186K
6.68K $1.07M
UPS
United Parcel Service Inc

Industrials
-515
- 4.36%
$109.66 - $136.26 $56.5K - $70.2K
11.3K $1.24M
DHR
Danaher Corp

Healthcare
-566
- 11.37%
$201.62 - $250.59 $114K - $142K
4.41K $904K
CRNC
Cerence Inc.

Technology
-27.5K
- 27.27%
$7.9 - $20.18 $217K - $554K
73.3K $578K
CGNX
Cognex Corp

Technology
-4.46K
- 34.14%
$29.83 - $41.02 $133K - $183K
8.59K $256K
STZ
Constellation Brands, Inc.

Consumer Defensive
-129
- 2.59%
$161.05 - $222.93 $20.8K - $28.8K
4.85K $890K
USB
Us Bancorp \De\

Financial Services
-1.05K
- 3.6%
$40.92 - $50.9 $43K - $53.5K
28.2K $1.19M
VO
Vanguard Mid Cap ETF

ETFs
-483
- 3.44%
$251.87 - $277.95 $122K - $134K
13.6K $3.51M
FTNT
Fortinet, Inc.

Technology
-2.37K
- 15.55%
$92.49 - $114.57 $219K - $271K
12.9K $1.24M
MSCI
Msci Inc.

Financial Services
-158
- 5.64%
$541.46 - $628.34 $85.6K - $99.3K
2.64K $1.5M
GWW
W.W. Grainger, Inc.

Industrials
-11
- 0.5%
$953.54 - $1132.42 $10.5K - $12.5K
2.18K $2.15M
MEDP
Medpace Holdings, Inc.

Healthcare
-72
- 1.51%
$304.69 - $360.97 $21.9K - $26K
4.68K $1.43M
CGNT
Cognyte Software Ltd.

Technology
-2.1K
- 1.39%
$7.8 - $10.97 $16.3K - $23K
148K $1.16M
NFLX
Netflix Inc

Communication Services
-310
- 8.45%
$828.4 - $1058.6 $257K - $328K
3.36K $3.13M
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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