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
$5.42B
$535,000 0.06% of portfolio
22,998
Q1 2025 Reduced 1.15%
$1.26B
$538,000 0.06% of portfolio
11,903
Q3 2023 New
$394M
$578,000 0.06% of portfolio
73,259
Q1 2025 Reduced 27.27%
$4.08B
$556,000 0.06% of portfolio
11,841
Q1 2025 New
$22.4B
$519,000 0.06% of portfolio
5,309
Q1 2025 Reduced 7.67%
$142B
$491,000 0.05% of portfolio
4,386
Q1 2025 Added 13.51%
$15.6B
$413,000 0.05% of portfolio
3,015
Q1 2025 New
$12.3B
$412,000 0.05% of portfolio
2,356
Q4 2024 Added 0.99%
$25.1B
$465,000 0.05% of portfolio
30,987
Q1 2025 Added 1.85%
$90.9B
$448,000 0.05% of portfolio
738
Q1 2025 Added 10.64%
$40.7B
$495,000 0.05% of portfolio
6,019
Q1 2025 Added 1.97%
$5B
$469,000 0.05% of portfolio
3,539
Q1 2025 Added 21.91%
$3.73B
$411,000 0.05% of portfolio
4,263
Q2 2023 New
$103B
$496,000 0.05% of portfolio
2,280
Q1 2025 Reduced 4.88%
$123B
$461,000 0.05% of portfolio
951
Q1 2025 Added 6.97%
$318B
$449,000 0.05% of portfolio
678
Q1 2025 Added 5.12%
$116B
$426,000 0.05% of portfolio
1,413
Q1 2025 Added 16.49%
$23.4B
$444,000 0.05% of portfolio
3,006
Q1 2025 New
$823M
$487,000 0.05% of portfolio
27,675
Q1 2025 Added 0.36%
$12.5B
$464,000 0.05% of portfolio
5,980
Q1 2025 Added 24.77%
$48.3B
$460,000 0.05% of portfolio
1,970
Q1 2025 Added 20.86%
$120B
$452,000 0.05% of portfolio
3,914
Q1 2025 Reduced 36.39%
$225B
$437,000 0.05% of portfolio
95
Q1 2025 Added 13.1%
$121B
$435,000 0.05% of portfolio
974
Q1 2025 Added 11.95%
$47.2B
$363,000 0.04% of portfolio
1,159
Q1 2025 Added 5.36%
$43B
$340,000 0.04% of portfolio
2,469
Q1 2025 Added 3.09%
$46.7B
$329,000 0.04% of portfolio
2,063
Q1 2025 Added 8.75%
$20B
$400,000 0.04% of portfolio
13,849
Q1 2025 Added 2.5%
$986M
$392,000 0.04% of portfolio
20,579
Q1 2025 Reduced 1.35%
$6.64B
$384,000 0.04% of portfolio
6,615
Q1 2025 Added 22.18%
$98.2B
$398,000 0.04% of portfolio
3,562
Q1 2025 Added 64.0%
$61.6B
$330,000 0.04% of portfolio
5,372
Q1 2025 Added 20.23%
$102B
$385,000 0.04% of portfolio
1,914
Q1 2025 Added 34.5%
$4.42B
$338,000 0.04% of portfolio
4,628
Q1 2025 New
$1.19B
$341,000 0.04% of portfolio
42,500
Q3 2022 New
$147B
$393,000 0.04% of portfolio
3,905
Q1 2025 Added 12.89%
$34.6B
$338,000 0.04% of portfolio
1,896
Q1 2025 Added 0.11%
$47.6B
$322,000 0.04% of portfolio
5,744
Q1 2025 Added 41.83%
$86.2B
$344,000 0.04% of portfolio
2,348
Q1 2025 Added 9.16%
$54.7B
$335,000 0.04% of portfolio
1,965
Q1 2025 Added 2.66%
$49.6B
$336,000 0.04% of portfolio
1,609
Q1 2025 Added 42.64%
$24.9B
$363,000 0.04% of portfolio
10,070
Q1 2025 Added 6.17%
$100B
$389,000 0.04% of portfolio
4,240
Q1 2025 Reduced 52.27%
$90.6B
$276,000 0.03% of portfolio
1,159
Q1 2025 Reduced 1.95%
$89.4B
$308,000 0.03% of portfolio
2,116
Q1 2025 New
$76.4B
$258,000 0.03% of portfolio
1,020
Q1 2025 Added 10.75%
$37.8B
$298,000 0.03% of portfolio
3,993
Q1 2025 Reduced 0.47%
$105B
$238,000 0.03% of portfolio
354
Q1 2025 New
$21B
$247,000 0.03% of portfolio
7,093
Q1 2025 Added 15.35%

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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