Legacy Advisors, LLC Portfolio Holdings

Legacy Advisors, LLC

  • $911 Million
  • Q1 2025

Legacy Advisors, LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $911 Million distributed in 433 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Mastec Inc with a value of $90.6M, Vertex, Inc. with a value of $46.3M, Apple Inc. with a value of $41.9M, Ishares Tr Russell 1000 ETF with a value of $27.7M, and Microsoft Corp with a value of $23.9M.

Examining the 13F form we can see an decrease of $67.3M in the current position value, from $978M to 911M.

Below you can find more details about Legacy Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $911 Million
ETFs: $237 Million
Technology: $211 Million
Industrials: $129 Million
Financial Services: $82.9 Million
Healthcare: $70 Million
Communication Services: $61 Million
Consumer Cyclical: $55 Million
Consumer Defensive: $27.4 Million
Other: $37.9 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$12.2B
$90.6 Million 9.95% of portfolio
776,687
Q1 2025 Reduced 5.13%
$1.84B
$46.3 Million 5.09% of portfolio
1,323,779
Q1 2025 Reduced 5.29%
$3.22T
$41.9 Million 4.6% of portfolio
188,425
Q1 2025 Added 9.29%
$3.43T
$23.9 Million 2.63% of portfolio
63,714
Q1 2025 Added 3.14%
$1.44T
$20.6 Million 2.26% of portfolio
35,717
Q1 2025 Reduced 3.24%
$2.1T
$16.6 Million 1.82% of portfolio
87,256
Q1 2025 Reduced -0.0%
$655B
$13.8 Million 1.52% of portfolio
25,918
Q1 2025 Reduced 0.13%
$338B
$13.5 Million 1.48% of portfolio
124,712
Q1 2025 Added 4.8%
$1.03T
$13 Million 1.43% of portfolio
83,937
Q1 2025 Added 5.45%
$401B
$8.66 Million 0.95% of portfolio
52,198
Q1 2025 Reduced 5.42%
$176B
$8.69 Million 0.95% of portfolio
119,238
Q1 2025 Added 1.65%
$13.4B
$7.62 Million 0.84% of portfolio
193,599
Q1 2025 Added 0.22%
$115B
$7.03 Million 0.77% of portfolio
28,826
Q1 2025 Added 2.33%
$1.06T
$6.86 Million 0.75% of portfolio
43,908
Q1 2025 Reduced 4.57%
$778B
$6.55 Million 0.72% of portfolio
26,697
Q1 2025 Added 0.23%
$232B
$6.03 Million 0.66% of portfolio
19,304
Q1 2025 Added 2.08%
$548B
$5.75 Million 0.63% of portfolio
10,494
Q1 2025 Reduced 2.76%
$233B
$5.35 Million 0.59% of portfolio
40,313
Q1 2025 Added 23.79%
$1.15T
$5.36 Million 0.59% of portfolio
20,692
Q1 2025 Added 3.8%
$46.6B
$5.07 Million 0.56% of portfolio
86,982
Q1 2025 Reduced 0.18%
$2.87B
$5.09 Million 0.56% of portfolio
281,104
Q2 2024 Reduced 1.75%
$199B
$5.02 Million 0.55% of portfolio
16,090
Q1 2025 Reduced 1.85%
$431B
$4.77 Million 0.52% of portfolio
40,106
Q1 2025 Added 22.27%
$587B
$4.6 Million 0.51% of portfolio
13,137
Q1 2025 Reduced 6.19%
$328B
$4.61 Million 0.51% of portfolio
21,983
Q1 2025 Added 5.63%
$270B
$4.45 Million 0.49% of portfolio
26,607
Q1 2025 Added 21.05%
$52.5B
$4.49 Million 0.49% of portfolio
68,519
Q1 2025 Reduced 4.42%
$689B
$4.42 Million 0.49% of portfolio
5,350
Q1 2025 Reduced 16.31%
$145B
$4.31 Million 0.47% of portfolio
11,580
Q1 2025 Added 3.29%
$379B
$4.18 Million 0.46% of portfolio
11,393
Q1 2025 Reduced 7.97%
$212B
$4.16 Million 0.46% of portfolio
6,776
Q1 2025 Added 1.6%
$398B
$4.1 Million 0.45% of portfolio
24,043
Q1 2025 Added 5.92%
$77.8B
$3.95 Million 0.43% of portfolio
23,966
Q1 2025 Added 1.49%
$450B
$3.81 Million 0.42% of portfolio
4,029
Q1 2025 Added 3.41%
$278B
$3.75 Million 0.41% of portfolio
23,648
Q1 2025 Reduced 11.25%
$129B
$3.67 Million 0.4% of portfolio
1,883
Q4 2024 Added 2.0%
$31.6B
$3.62 Million 0.4% of portfolio
14,859
Q1 2025 Added 0.96%
$181B
$3.41 Million 0.37% of portfolio
22,728
Q1 2025 Reduced 25.62%
$95.4B
$3.33 Million 0.37% of portfolio
19,871
Q1 2025 Reduced 0.28%
$135B
$3.2 Million 0.35% of portfolio
10,481
Q1 2025 Reduced 5.66%
$205B
$3.23 Million 0.35% of portfolio
32,756
Q1 2025 Reduced 0.87%
$68.5B
$3.21 Million 0.35% of portfolio
93,920
Q1 2025 Added 0.9%
$539B
$3.13 Million 0.34% of portfolio
3,360
Q1 2025 Reduced 8.45%
$97.7B
$2.81 Million 0.31% of portfolio
12,154
Q1 2025 Added 2.32%
$49.6B
$2.78 Million 0.31% of portfolio
9,356
Q1 2025 Reduced 15.73%
$310B
$2.69 Million 0.3% of portfolio
37,611
Q1 2025 Added 39.79%
$149B
$2.76 Million 0.3% of portfolio
8,843
Q1 2025 Added 5.07%
$112B
$2.64 Million 0.29% of portfolio
3,877
Q1 2025 Added 3.52%
$208B
$2.56 Million 0.28% of portfolio
3,213
Q1 2025 Added 1.77%

Summary

  • Portfolio
  • No. of Stocks 433
  • Current Value $911 Million
  • Prior Value $978 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 64 stocks
  • Additional Purchases 212 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 111 stocks
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