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 Market Cap. of $300 Millions to $2 Billions
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