Legacy Advisors, LLC Portfolio Holdings
Legacy Advisors, LLC
- $821 Million
- Q2 2024
Legacy Advisors, LLC has filed its 13F form on July 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $821 Million distributed in 328 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Mastec Inc with a value of $106M, Vertex, Inc. with a value of $78M, Apple Inc. with a value of $30.9M, Ishares Tr Russell 1000 ETF with a value of $26.2M, and Microsoft Corp with a value of $23.8M.
Examining the 13F form we can see an increase of $31.6M in the current position value, from $789M to 821M.
Below you can find more details about Legacy Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$821 Million
Technology: $225 Million
ETFs: $202 Million
Industrials: $137 Million
Healthcare: $60.4 Million
Communication Services: $51.4 Million
Financial Services: $51 Million
Consumer Cyclical: $42.9 Million
Consumer Defensive: $26 Million
Other: $24.9 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 328
- Current Value $821 Million
- Prior Value $789 Million
- Filing
- Period Q2 2024
- Filing Date July 30, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 33 stocks
- Additional Purchases 169 stocks
- Sold out of 0 stocks
- Reduced holdings in 85 stocks