Legacy Advisors, LLC Portfolio Holdings
Legacy Advisors, LLC
- $978 Million
- Q4 2024
Legacy Advisors, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $978 Million distributed in 411 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Mastec Inc with a value of $111M, Vertex, Inc. with a value of $74.6M, Apple Inc. with a value of $43.2M, Ishares Tr Russell 1000 ETF with a value of $29.3M, and Microsoft Corp with a value of $26M.
Examining the 13F form we can see an increase of $60.4M in the current position value, from $918M to 978M.
Below you can find more details about Legacy Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$978 Million
Technology: $254 Million
ETFs: $247 Million
Industrials: $148 Million
Financial Services: $79.4 Million
Healthcare: $66.5 Million
Communication Services: $65.1 Million
Consumer Cyclical: $60 Million
Consumer Defensive: $26.3 Million
Other: $31.2 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 411
- Current Value $978 Million
- Prior Value $918 Million
- Filing
- Period Q4 2024
- Filing Date February 14, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 53 stocks
- Additional Purchases 198 stocks
- Sold out of 0 stocks
- Reduced holdings in 106 stocks