Legacy Advisors, LLC Portfolio Holdings by Sector
Legacy Advisors, LLC
- $6.33 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Software—Application | Technology
VERX BSY UBER 3 stocks |
$1.65 Million
44.19% of portfolio
|
- |
  3  
|
- | - |
0
Calls
0
Puts
|
ETFs | ETFs
DFAC IWR IJR IWB XLK SPY IVV VOO 8 stocks |
$926,714
24.87% of portfolio
|
- |
  8  
|
- | - |
0
Calls
0
Puts
|
Engineering & Construction | Industrials
MTZ 1 stocks |
$643,638
17.27% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
FULT 1 stocks |
$281,104
7.54% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$118,498
3.18% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$57,027
1.53% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META 1 stocks |
$28,036
0.75% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$24,748
0.66% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|