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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$27.7 Million 3.04% of portfolio
90,394
Q1 2025 Reduced 0.62%
$0
$22.6 Million 2.48% of portfolio
215,758
Q1 2025 Added 5.42%
$0
$22.5 Million 2.48% of portfolio
40,306
Q1 2025 Added 3.53%
$0
$21.8 Million 2.39% of portfolio
38,724
Q1 2025 Added 0.59%
$0
$19.6 Million 2.15% of portfolio
229,995
Q1 2025 Added 0.64%
$0
$12.2 Million 1.34% of portfolio
23,764
Q1 2025 Added 9.61%
$0
$10.9 Million 1.19% of portfolio
52,594
Q1 2025 Added 0.59%
$0
$9.11 Million 1.0% of portfolio
17,082
Q1 2025 Added 0.06%
$0
$7.86 Million 0.86% of portfolio
238,363
Q3 2024 New
$0
$7.73 Million 0.85% of portfolio
29,050
Q1 2025 Reduced 15.56%
$0
$7.43 Million 0.82% of portfolio
15,848
Q1 2025 Reduced 16.07%
$0
$4.69 Million 0.51% of portfolio
12,989
Q1 2025 Added 4.84%
$0
$4.6 Million 0.5% of portfolio
74,016
Q1 2025 Added 35.28%
$0
$3.84 Million 0.42% of portfolio
29,808
Q4 2024 Added 15.77%
$0
$3.57 Million 0.39% of portfolio
12,972
Q1 2025 Added 384.93%
$0
$3.58 Million 0.39% of portfolio
127,927
Q1 2025 Added 67.03%
$107B
$3.43 Million 0.38% of portfolio
11,894
Q1 2025 Reduced 44.66%
$0
$3.42 Million 0.38% of portfolio
25,231
Q3 2023 Added 4.64%
$0
$2.42 Million 0.27% of portfolio
9,433
Q2 2024 Added 53.63%
$0
$2.14 Million 0.24% of portfolio
9,669
Q1 2025 Reduced 3.29%
$0
$2.17 Million 0.24% of portfolio
28,513
Q1 2025 Added 0.01%
$0
$2.08 Million 0.23% of portfolio
10,419
Q1 2025 Reduced 2.5%
$0
$1.95 Million 0.21% of portfolio
17,734
Q1 2025 Added 1.84%
$0
$1.5 Million 0.17% of portfolio
10,295
Q1 2025 Added 5.46%
$0
$1.44 Million 0.16% of portfolio
15,552
Q1 2022 New
$0
$1.33 Million 0.15% of portfolio
10,867
Q1 2024 Reduced 5.7%
$0
$1.24 Million 0.14% of portfolio
6,482
Q1 2024 Added 4.01%
$0
$1.14 Million 0.13% of portfolio
20,566
Q1 2025 Reduced 11.53%
$0
$1.17 Million 0.13% of portfolio
19,994
Q1 2025 Reduced 1.84%
$0
$1.03 Million 0.11% of portfolio
11,241
Q4 2024 New
$0
$995,000 0.11% of portfolio
15,000
Q1 2022 New
$0
$999,000 0.11% of portfolio
13,603
Q4 2024 Reduced 10.22%
$0
$972,000 0.11% of portfolio
5,168
Q1 2025 Added 23.99%
$0
$990,000 0.11% of portfolio
2,672
Q1 2025 Added 7.44%
$0
$891,000 0.1% of portfolio
21,622
Q1 2025 Reduced 3.17%
$0
$783,000 0.09% of portfolio
7,824
Q1 2025 Reduced 1.82%
$0
$829,000 0.09% of portfolio
1,530
Q4 2024 Added 0.13%
$0
$839,000 0.09% of portfolio
16,922
Q1 2025 New
$0
$844,000 0.09% of portfolio
20,218
Q1 2025 New
$0
$603,000 0.07% of portfolio
19,162
Q1 2025 Reduced 2.19%
$0
$582,000 0.06% of portfolio
11,690
Q1 2025 Added 11.44%
$0
$506,000 0.06% of portfolio
4,308
Q4 2024 Added 7.49%
$0
$538,000 0.06% of portfolio
5,105
Q1 2025 Added 158.22%
$0
$532,000 0.06% of portfolio
9,996
Q1 2022 New
$0
$430,000 0.05% of portfolio
2,361
Q4 2024 Added 26.94%
$0
$431,000 0.05% of portfolio
2,496
Q1 2025 Added 19.6%
$0
$433,000 0.05% of portfolio
4,639
Q1 2025 New
$0
$398,000 0.04% of portfolio
5,677
Q1 2022 New
$0
$359,000 0.04% of portfolio
4,401
Q1 2025 Added 48.83%

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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