Legacy Advisors, LLC Portfolio Holdings
Legacy Advisors, LLC
- $789 Million
- Q1 2024
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 314
- Current Value $789 Million
- Prior Value $775 Million
- Filing
- Period Q1 2024
- Filing Date April 30, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 30 stocks
- Additional Purchases 134 stocks
- Sold out of 0 stocks
- Reduced holdings in 107 stocks