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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$130B
$3.67 Million 0.4% of portfolio
1,883
Q4 2024 Added 2.0%
$32.6B
$3.62 Million 0.4% of portfolio
14,859
Q1 2025 Added 0.96%
$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%
$0
$3.51 Million 0.39% of portfolio
13,562
Q1 2025 Reduced 3.44%
$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%
$181B
$3.41 Million 0.37% of portfolio
22,728
Q1 2025 Reduced 25.62%
$105B
$3.33 Million 0.37% of portfolio
19,871
Q1 2025 Reduced 0.28%
$135B
$3.2 Million 0.35% of portfolio
10,481
Q1 2025 Reduced 5.66%
$205B
$3.23 Million 0.35% of portfolio
32,756
Q1 2025 Reduced 0.87%
$67.6B
$3.21 Million 0.35% of portfolio
93,920
Q1 2025 Added 0.9%
$557B
$3.13 Million 0.34% of portfolio
3,360
Q1 2025 Reduced 8.45%
$98B
$2.81 Million 0.31% of portfolio
12,154
Q1 2025 Added 2.32%
$50.3B
$2.78 Million 0.31% of portfolio
9,356
Q1 2025 Reduced 15.73%
$307B
$2.69 Million 0.3% of portfolio
37,611
Q1 2025 Added 39.79%
$112B
$2.64 Million 0.29% of portfolio
3,877
Q1 2025 Added 3.52%
$206B
$2.56 Million 0.28% of portfolio
3,213
Q1 2025 Added 1.77%
$177B
$2.55 Million 0.28% of portfolio
13,098
Q1 2025 Reduced 15.78%
$37.8B
$2.57 Million 0.28% of portfolio
10,598
Q1 2025 Added 3.84%
$73.8B
$2.51 Million 0.28% of portfolio
42,011
Q1 2025 Added 2.09%
$198B
$2.5 Million 0.27% of portfolio
88,303
Q1 2025 Added 2.26%
$356B
$2.48 Million 0.27% of portfolio
59,478
Q1 2025 Added 3.58%
$0
$2.42 Million 0.27% of portfolio
9,433
Q2 2024 Added 53.63%
$89.3B
$2.38 Million 0.26% of portfolio
5,110
Q1 2025 Added 0.22%
$275B
$2.27 Million 0.25% of portfolio
11,334
Q1 2025 Added 70.69%
$98.8B
$2.3 Million 0.25% of portfolio
8,674
Q1 2025 Added 14.78%
$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%
$54.9B
$2.15 Million 0.24% of portfolio
2,177
Q1 2025 Reduced 0.5%
$197B
$2.09 Million 0.23% of portfolio
4,223
Q1 2025 Reduced 12.86%
$182B
$2.08 Million 0.23% of portfolio
45,913
Q1 2025 Added 32.88%
$0
$2.08 Million 0.23% of portfolio
10,419
Q1 2025 Reduced 2.5%
$239B
$1.99 Million 0.22% of portfolio
7,995
Q1 2025 Added 39.94%
$11.9B
$2.04 Million 0.22% of portfolio
36,130
Q1 2025 Added 21.11%
$8.39B
$1.89 Million 0.21% of portfolio
11,962
Q1 2025 Reduced 1.08%
$16B
$1.95 Million 0.21% of portfolio
5,756
Q1 2025 Reduced 27.8%
$0
$1.95 Million 0.21% of portfolio
17,734
Q1 2025 Added 1.84%
$164B
$1.82 Million 0.2% of portfolio
6,448
Q1 2025 Added 20.88%
$92.7B
$1.76 Million 0.19% of portfolio
5,046
Q1 2025 Added 26.82%
$94.9B
$1.76 Million 0.19% of portfolio
5,339
Q1 2025 Added 15.34%
$461B
$1.69 Million 0.19% of portfolio
12,123
Q1 2025 Added 2.0%
$266B
$1.76 Million 0.19% of portfolio
20,035
Q1 2025 Reduced 23.14%
$70.6B
$1.76 Million 0.19% of portfolio
9,996
Q1 2025 Added 0.36%
$81.3B
$1.65 Million 0.18% of portfolio
6,499
Q1 2025 Added 28.31%
$106B
$1.66 Million 0.18% of portfolio
27,721
Q1 2025 Added 161.37%
$197B
$1.66 Million 0.18% of portfolio
18,464
Q1 2025 Reduced 8.29%
$267B
$1.64 Million 0.18% of portfolio
6,106
Q1 2025 Added 3.84%
$130B
$1.63 Million 0.18% of portfolio
64,203
Q1 2025 Added 7.08%

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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