Legacy Advisors, LLC has filed its 13F form on April 30, 2024 for Q1 2024 where it was disclosed a total value porftolio of $789 Million distributed in 314 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Mastec Inc with a value of $109M, Vertex, Inc. with a value of $68.7M, Ishares Tr Russell 1000 ETF with a value of $25.2M, Ishares Core S&P 500 ETF with a value of $22.1M, and Apple Inc. with a value of $21.9M.
Examining the 13F form we can see an increase of $14.4M in the current position value, from $775M to 789M.
Below you can find more details about Legacy Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$789 Million
Technology: $203 Million
ETFs: $194 Million
Industrials: $139 Million
Healthcare: $60.7 Million
Financial Services: $53.1 Million
Communication Services: $45.5 Million
Consumer Cyclical: $43.6 Million
Consumer Defensive: $22.4 Million
Other: $26.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions