Legacy Advisors, LLC Portfolio Holdings

Legacy Advisors, LLC

  • $918 Million
  • Q3 2024

Legacy Advisors, LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $918 Million distributed in 378 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Mastec Inc with a value of $91M, Vertex, Inc. with a value of $83.3M, Apple Inc. with a value of $34.5M, Ishares Tr Russell 1000 ETF with a value of $27.7M, and Microsoft Corp with a value of $24.6M.

Examining the 13F form we can see an increase of $97M in the current position value, from $821M to 918M.

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

Portfolio value $918 Million
Technology: $239 Million
ETFs: $237 Million
Industrials: $126 Million
Healthcare: $73.4 Million
Financial Services: $68.5 Million
Communication Services: $56.5 Million
Consumer Cyclical: $54.9 Million
Consumer Defensive: $29.8 Million
Other: $31.8 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.63B
$301,000 0.03% of portfolio
5,230
Q3 2024 Added 3.56%
$61.1B
$232,000 0.03% of portfolio
993
Q3 2024 New
$133B
$248,000 0.03% of portfolio
3,963
Q3 2024 Added 1.96%
$23.2B
$235,000 0.03% of portfolio
5,735
Q3 2024 Added 0.24%
$78B
$270,000 0.03% of portfolio
2,609
Q3 2024 Added 5.71%
$3.11B
$250,000 0.03% of portfolio
5,173
Q3 2024 Reduced 5.5%
$37.8B
$282,000 0.03% of portfolio
1,878
Q3 2024 Added 1.73%
$83.1B
$262,000 0.03% of portfolio
1,001
Q3 2024 New
$37.1B
$276,000 0.03% of portfolio
1,551
Q3 2024 Reduced 0.58%
$49.1B
$260,000 0.03% of portfolio
2,859
Q3 2024 New
$81.1B
$313,000 0.03% of portfolio
298
Q3 2024 Added 30.7%
$34.9B
$287,000 0.03% of portfolio
4,531
Q3 2024 New
$47.4B
$279,000 0.03% of portfolio
2,306
Q3 2024 Added 2.85%
$51.5B
$290,000 0.03% of portfolio
2,168
Q3 2024 New
$44.9B
$258,000 0.03% of portfolio
2,181
Q3 2024 New
$111B
$250,000 0.03% of portfolio
2,994
Q3 2024 New
$74.9B
$253,000 0.03% of portfolio
3,512
Q3 2024 Added 9.03%
$47.3B
$262,000 0.03% of portfolio
5,905
Q1 2024 Reduced 18.04%
$8.22B
$254,000 0.03% of portfolio
6,500
Q3 2024 New
$90.5B
$265,000 0.03% of portfolio
1,069
Q3 2024 Reduced 1.38%
$4.46B
$265,000 0.03% of portfolio
8,424
Q3 2024 New
$45.1B
$241,000 0.03% of portfolio
1,779
Q3 2024 Added 2.71%
$29B
$248,000 0.03% of portfolio
2,973
Q3 2024 New
$2.07B
$149,000 0.02% of portfolio
20,413
Q3 2024 New
$81.6B
$229,000 0.02% of portfolio
511
Q3 2024 New
$64.2B
$225,000 0.02% of portfolio
937
Q3 2024 New
$7.81B
$219,000 0.02% of portfolio
1,048
Q3 2024 Reduced 12.45%
$78.5B
$208,000 0.02% of portfolio
1,278
Q3 2024 Added 3.23%
$61.3B
$213,000 0.02% of portfolio
9,653
Q3 2024 New
$279M
$162,000 0.02% of portfolio
50,000
Q3 2023 New
$36.4B
$215,000 0.02% of portfolio
401
Q3 2024 New
$9.63B
$210,000 0.02% of portfolio
5,435
Q3 2024 New
$54B
$219,000 0.02% of portfolio
1,629
Q3 2024 New
$63B
$209,000 0.02% of portfolio
1,597
Q3 2024 New
$22.4B
$153,000 0.02% of portfolio
18,626
Q3 2024 Added 32.03%
$48B
$206,000 0.02% of portfolio
3,570
Q3 2024 New
$2.63B
$213,000 0.02% of portfolio
14,100
Q2 2024 New
$31.4B
$218,000 0.02% of portfolio
1,266
Q3 2024 New
$38B
$220,000 0.02% of portfolio
6,146
Q3 2024 New
$73.9B
$225,000 0.02% of portfolio
6,523
Q3 2024 New
$33.4B
$225,000 0.02% of portfolio
1,901
Q3 2024 New
$79.1B
$216,000 0.02% of portfolio
718
Q3 2024 New
$94.4B
$219,000 0.02% of portfolio
565
Q3 2024 New
$17.9B
$229,000 0.02% of portfolio
13,691
Q3 2024 New
$139M
$56,000 0.01% of portfolio
10,000
Q4 2022 New
$2.82B
$121,000 0.01% of portfolio
29,663
Q3 2024 Added 196.63%
$44.6B
$131,000 0.01% of portfolio
11,254
Q3 2024 New
$16.3B
$135,000 0.01% of portfolio
15,215
Q3 2024 New
$3.3B
$129,000 0.01% of portfolio
19,142
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 378
  • Current Value $918 Million
  • Prior Value $821 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 63 stocks
  • Additional Purchases 185 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 83 stocks
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