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
$177B
$2.55 Million 0.28% of portfolio
13,098
Q1 2025 Reduced 15.78%
$37.1B
$2.57 Million 0.28% of portfolio
10,598
Q1 2025 Added 3.84%
$73.9B
$2.51 Million 0.28% of portfolio
42,011
Q1 2025 Added 2.09%
$196B
$2.5 Million 0.27% of portfolio
88,303
Q1 2025 Added 2.26%
$354B
$2.48 Million 0.27% of portfolio
59,478
Q1 2025 Added 3.58%
$87.7B
$2.38 Million 0.26% of portfolio
5,110
Q1 2025 Added 0.22%
$266B
$2.27 Million 0.25% of portfolio
11,334
Q1 2025 Added 70.69%
$103B
$2.3 Million 0.25% of portfolio
8,674
Q1 2025 Added 14.78%
$54.6B
$2.15 Million 0.24% of portfolio
2,177
Q1 2025 Reduced 0.5%
$195B
$2.09 Million 0.23% of portfolio
4,223
Q1 2025 Reduced 12.86%
$181B
$2.08 Million 0.23% of portfolio
45,913
Q1 2025 Added 32.88%
$233B
$1.99 Million 0.22% of portfolio
7,995
Q1 2025 Added 39.94%
$12.4B
$2.04 Million 0.22% of portfolio
36,130
Q1 2025 Added 21.11%
$7.92B
$1.89 Million 0.21% of portfolio
11,962
Q1 2025 Reduced 1.08%
$15.5B
$1.95 Million 0.21% of portfolio
5,756
Q1 2025 Reduced 27.8%
$162B
$1.82 Million 0.2% of portfolio
6,448
Q1 2025 Added 20.88%
$94.8B
$1.76 Million 0.19% of portfolio
5,339
Q1 2025 Added 15.34%
$442B
$1.69 Million 0.19% of portfolio
12,123
Q1 2025 Added 2.0%
$264B
$1.76 Million 0.19% of portfolio
20,035
Q1 2025 Reduced 23.14%
$70.3B
$1.76 Million 0.19% of portfolio
9,996
Q1 2025 Added 0.36%
$79.2B
$1.65 Million 0.18% of portfolio
6,499
Q1 2025 Added 28.31%
$107B
$1.66 Million 0.18% of portfolio
27,721
Q1 2025 Added 161.37%
$193B
$1.66 Million 0.18% of portfolio
18,464
Q1 2025 Reduced 8.29%
$276B
$1.64 Million 0.18% of portfolio
6,106
Q1 2025 Added 3.84%
$130B
$1.63 Million 0.18% of portfolio
64,203
Q1 2025 Added 7.08%
$109B
$1.5 Million 0.17% of portfolio
4,355
Q1 2025 Added 1.4%
$139B
$1.56 Million 0.17% of portfolio
6,677
Q1 2025 Reduced 2.13%
$98.1B
$1.51 Million 0.17% of portfolio
10,768
Q1 2025 Added 0.62%
$22.5B
$1.56 Million 0.17% of portfolio
215
Q1 2025 Added 0.47%
$79.5B
$1.56 Million 0.17% of portfolio
12,475
Q1 2025 Added 16.97%
$45B
$1.5 Million 0.16% of portfolio
2,644
Q1 2025 Reduced 5.64%
$158B
$1.49 Million 0.16% of portfolio
3,002
Q1 2025 Added 6.08%
$1.02T
$1.45 Million 0.16% of portfolio
8,737
Q1 2025 Reduced 7.21%
$9.14B
$1.43 Million 0.16% of portfolio
4,682
Q1 2025 Reduced 1.51%
$219B
$1.43 Million 0.16% of portfolio
5,324
Q1 2025 Added 3.46%
$309B
$1.48 Million 0.16% of portfolio
11,185
Q1 2025 Added 1.84%
$128B
$1.44 Million 0.16% of portfolio
2,610
Q1 2025 Added 0.46%
$132B
$1.36 Million 0.15% of portfolio
19,115
Q1 2025 Added 21.88%
$98.7B
$1.41 Million 0.15% of portfolio
14,350
Q1 2025 Added 5.12%
$17.6B
$1.35 Million 0.15% of portfolio
7,221
Q1 2025 Reduced 1.46%
$62.9B
$1.39 Million 0.15% of portfolio
16,037
Q1 2025 Added 266.73%
$153B
$1.28 Million 0.14% of portfolio
34,672
Q1 2025 Reduced 3.49%
$99.9B
$1.31 Million 0.14% of portfolio
21,534
Q1 2025 Added 54.52%
$54.8B
$1.31 Million 0.14% of portfolio
70,512
Q1 2025 Reduced 4.33%
$77.8B
$1.25 Million 0.14% of portfolio
19,631
Q1 2025 Reduced 15.19%
$52.2B
$1.24 Million 0.14% of portfolio
11,384
Q1 2025 Added 59.84%
$4.41B
$1.3 Million 0.14% of portfolio
10,870
Q1 2025 Reduced 1.33%
$82.4B
$1.24 Million 0.14% of portfolio
12,861
Q1 2025 Reduced 15.55%
$70.8B
$1.25 Million 0.14% of portfolio
11,446
Q1 2025 Added 3.93%

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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