Legacy Advisors, LLC Reduced Holdings in Q1 2025

Legacy Advisors, LLC

  • $911 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SNPS
Synopsys Inc

Technology
-53
- 2.69%
$428.58 - $551.54 $22.7K - $29.2K
1.92K $821K
GNTX
Gentex Corp

Consumer Cyclical
-267
- 1.15%
$23.3 - $28.48 $6.22K - $7.6K
23K $535K
ET
Energy Transfer LP

Energy
-3.19K
- 4.33%
$17.26 - $21.08 $55.1K - $67.3K
70.5K $1.31M
LOW
Lowes Companies Inc

Consumer Cyclical
-145
- 2.13%
$222.66 - $268.42 $32.3K - $38.9K
6.68K $1.56M
GPN
Global Payments Inc

Industrials
-441
- 7.67%
$92.18 - $113.03 $40.7K - $49.8K
5.31K $519K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-34
- 2.08%
$314.47 - $431.35 $10.7K - $14.7K
1.6K $586K
ALL
Allstate Corp

Financial Services
-893
- 20.68%
$180.99 - $210.18 $162K - $188K
3.43K $709K
MORN
Morningstar, Inc.

Financial Services
-42
- 1.43%
$282.49 - $334.73 $11.9K - $14.1K
2.91K $871K
DDOG
Datadog, Inc.

Technology
-23
- 0.86%
$98.68 - $151.89 $2.27K - $3.49K
2.64K $261K
RGEN
Repligen Corp

Healthcare
-93
- 1.5%
$127.24 - $174.24 $11.8K - $16.2K
6.11K $777K
VFC
V F Corp

Consumer Cyclical
-10
- 0.05%
$15.52 - $26.93 $155 - $269
18.7K $289K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-375
- 1.84%
$57.21 - $65.8 $21.5K - $24.7K
20K $1.17M
HON
Honeywell International Inc

Industrials
-109
- 2.09%
$202.75 - $226.52 $22.1K - $24.7K
5.1K $1.08M
SYY
Sysco Corp

Consumer Defensive
-923
- 5.58%
$70.0 - $77.13 $64.6K - $71.2K
15.6K $1.17M
QLYS
Qualys, Inc.

Technology
-46
- 0.76%
$121.57 - $147.7 $5.59K - $6.79K
6K $755K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-336
- 5.14%
$47.79 - $59.89 $16.1K - $20.1K
6.21K $311K
STT
State Street Corp

Financial Services
-297
- 4.91%
$84.47 - $102.23 $25.1K - $30.4K
5.76K $515K
FDS
Factset Research Systems Inc

Financial Services
-28
- 1.12%
$427.5 - $476.51 $12K - $13.3K
2.46K $1.12M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-2.68K
- 11.53%
$51.39 - $57.43 $138K - $154K
20.6K $1.14M
CMCSA
Comcast Corp

Communication Services
-1.25K
- 3.49%
$33.19 - $38.23 $41.6K - $47.9K
34.7K $1.28M
FDX
Fedex Corp

Industrials
-117
- 11.27%
$230.33 - $281.53 $26.9K - $32.9K
921 $224K
RGA
Reinsurance Group Of America Inc

Financial Services
-36
- 1.05%
$186.01 - $231.1 $6.7K - $8.32K
3.4K $669K
ABC
Amerisourcebergen Corp

Healthcare
-292
- 4.72%
N/A
5.89K $1.09M
MAR
Marriott International Inc

Consumer Cyclical
-23
- 1.95%
$237.01 - $304.45 $5.45K - $7K
1.16K $276K
ADP
Automatic Data Processing Inc

Industrials
-629
- 5.66%
$286.85 - $318.64 $180K - $200K
10.5K $3.2M
RMD
Resmed Inc

Healthcare
-64
- 1.35%
$219.7 - $257.65 $14.1K - $16.5K
4.68K $1.05M
SCI
Service Corp International

Consumer Cyclical
-472
- 5.36%
$75.99 - $84.16 $35.9K - $39.7K
8.33K $668K
NDAQ
Nasdaq, Inc.

Financial Services
-329
- 7.66%
$72.17 - $83.76 $23.7K - $27.6K
3.97K $300K
MPLX
Mplx LP

Energy
-1.13K
- 19.14%
$47.88 - $54.65 $54.1K - $61.8K
4.78K $255K
PRU
Prudential Financial Inc

Financial Services
-77
- 3.23%
$105.04 - $122.33 $8.09K - $9.42K
2.3K $257K
TDG
Trans Digm Group Inc

Industrials
-31
- 14.9%
$1251.32 - $1394.11 $38.8K - $43.2K
177 $244K
ROLL
Rbc Bearings Inc

Industrials
-70
- 1.57%
N/A
4.4K $1.08M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-430
- 2.19%
N/A
19.2K $603K
GBIL
Goldman Sachs Access Treasury

ETFs
-145
- 1.82%
$99.85 - $100.19 $14.5K - $14.5K
7.82K $783K
APD
Air Products & Chemicals, Inc.

Basic Materials
-98
- 2.45%
$283.24 - $338.07 $27.8K - $33.1K
3.91K $1.15M
GCOR
Goldman Sachs ETF Tr Access U

ETFs
-709
- 3.17%
$39.88 - $41.33 $28.3K - $29.3K
21.6K $891K
DD
Du Pont De Nemours, Inc.

Basic Materials
-19
- 0.47%
$72.7 - $84.32 $1.38K - $1.6K
3.99K $298K
IXC
Ishares Tr Global Energy ETF

ETFs
-635
- 10.0%
$38.48 - $42.16 $24.4K - $26.8K
5.72K $240K
Trust For Professional Manag
-51.9K
- 3.01%
N/A
1.67M $0
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-1.16K
- 4.82%
$30.38 - $34.94 $35.2K - $40.5K
22.9K $782K
RBLX
Roblox Corp

Communication Services
-155
- 0.18%
$53.77 - $75.47 $8.33K - $11.7K
87K $5.07M
PAYC
Paycom Software, Inc.

Technology
-26
- 0.86%
$199.42 - $225.82 $5.18K - $5.87K
2.99K $653K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
-5K
- 13.81%
$25.2 - $68.74 $126K - $344K
31.2K $921K
TRGP
Targa Resources Corp.

Energy
-153
- 4.26%
$178.44 - $217.22 $27.3K - $33.2K
3.44K $689K
AMT
American Tower Corp

Real Estate
-117
- 4.88%
$173.46 - $217.6 $20.3K - $25.5K
2.28K $496K
CVLT
Commvault Systems Inc

Technology
-131
- 1.08%
$146.82 - $187.9 $19.2K - $24.6K
12K $1.89M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-30
- 6.98%
$1187.71 - $1432.58 $35.6K - $43K
400 $573K
MA
Mastercard Inc

Financial Services
-298
- 2.76%
$504.67 - $576.31 $150K - $172K
10.5K $5.75M
AZO
Autozone Inc

Consumer Cyclical
-26
- 9.22%
$3193.96 - $3828.11 $83K - $99.5K
256 $976K
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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