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
$110B
$1.5 Million 0.17% of portfolio
4,355
Q1 2025 Added 1.4%
$141B
$1.56 Million 0.17% of portfolio
6,677
Q1 2025 Reduced 2.13%
$0
$1.5 Million 0.17% of portfolio
10,295
Q1 2025 Added 5.46%
$97.7B
$1.51 Million 0.17% of portfolio
10,768
Q1 2025 Added 0.62%
$23.1B
$1.56 Million 0.17% of portfolio
215
Q1 2025 Added 0.47%
$79.5B
$1.56 Million 0.17% of portfolio
12,475
Q1 2025 Added 16.97%
$0
$1.44 Million 0.16% of portfolio
15,552
Q1 2022 New
$45.1B
$1.5 Million 0.16% of portfolio
2,644
Q1 2025 Reduced 5.64%
$156B
$1.49 Million 0.16% of portfolio
3,002
Q1 2025 Added 6.08%
$1.05T
$1.45 Million 0.16% of portfolio
8,737
Q1 2025 Reduced 7.21%
$9.13B
$1.43 Million 0.16% of portfolio
4,682
Q1 2025 Reduced 1.51%
$221B
$1.43 Million 0.16% of portfolio
5,324
Q1 2025 Added 3.46%
$318B
$1.48 Million 0.16% of portfolio
11,185
Q1 2025 Added 1.84%
$138B
$1.44 Million 0.16% of portfolio
2,610
Q1 2025 Added 0.46%
$140B
$1.36 Million 0.15% of portfolio
19,115
Q1 2025 Added 21.88%
$99.4B
$1.41 Million 0.15% of portfolio
14,350
Q1 2025 Added 5.12%
$21.5B
$1.35 Million 0.15% of portfolio
7,221
Q1 2025 Reduced 1.46%
$65B
$1.39 Million 0.15% of portfolio
16,037
Q1 2025 Added 266.73%
$151B
$1.28 Million 0.14% of portfolio
34,672
Q1 2025 Reduced 3.49%
$102B
$1.31 Million 0.14% of portfolio
21,534
Q1 2025 Added 54.52%
$54.5B
$1.31 Million 0.14% of portfolio
70,512
Q1 2025 Reduced 4.33%
$78.9B
$1.25 Million 0.14% of portfolio
19,631
Q1 2025 Reduced 15.19%
$52.3B
$1.24 Million 0.14% of portfolio
11,384
Q1 2025 Added 59.84%
$4.66B
$1.3 Million 0.14% of portfolio
10,870
Q1 2025 Reduced 1.33%
$81.6B
$1.24 Million 0.14% of portfolio
12,861
Q1 2025 Reduced 15.55%
$72.4B
$1.25 Million 0.14% of portfolio
11,446
Q1 2025 Added 3.93%
$70.7B
$1.24 Million 0.14% of portfolio
11,286
Q1 2025 Reduced 4.36%
$57.2B
$1.3 Million 0.14% of portfolio
5,480
Q1 2025 Added 1.5%
$0
$1.24 Million 0.14% of portfolio
6,482
Q1 2024 Added 4.01%
$64.9B
$1.19 Million 0.13% of portfolio
28,175
Q1 2025 Reduced 3.6%
$154B
$1.17 Million 0.13% of portfolio
2,495
Q1 2025 Added 4.7%
$61.3B
$1.15 Million 0.13% of portfolio
3,909
Q1 2025 Reduced 2.45%
$0
$1.14 Million 0.13% of portfolio
20,566
Q1 2025 Reduced 11.53%
$756M
$1.16 Million 0.13% of portfolio
148,104
Q1 2025 Reduced 1.39%
$204B
$1.16 Million 0.13% of portfolio
8,780
Q1 2025 Added 13.97%
$116B
$1.22 Million 0.13% of portfolio
13,555
Q1 2025 Reduced 2.16%
$4.33B
$1.21 Million 0.13% of portfolio
28,982
Q4 2024 Reduced 10.22%
$0
$1.17 Million 0.13% of portfolio
19,994
Q1 2025 Reduced 1.84%
$37.4B
$1.17 Million 0.13% of portfolio
15,627
Q1 2025 Reduced 5.58%
$152B
$1.08 Million 0.12% of portfolio
5,104
Q1 2025 Reduced 2.09%
$7.21B
$1.08 Million 0.12% of portfolio
4,395
Q1 2025 Reduced 1.57%
$207B
$1.13 Million 0.12% of portfolio
2,065
Q1 2025 Added 22.26%
$11.2B
$1.08 Million 0.12% of portfolio
6,982
Q1 2025 Reduced 0.37%
$91B
$1.12 Million 0.12% of portfolio
16,494
Q1 2025 Reduced 0.36%
$16.4B
$1.12 Million 0.12% of portfolio
2,463
Q1 2025 Reduced 1.12%
$265B
$1.12 Million 0.12% of portfolio
18,150
Q1 2025 Added 13.8%
$38.4B
$1.09 Million 0.12% of portfolio
5,894
Q1 2025 Reduced 4.72%
$23.8B
$1.07 Million 0.12% of portfolio
6,678
Q1 2025 Reduced 11.9%
$184B
$1.13 Million 0.12% of portfolio
3,426
Q1 2025 Added 9.98%

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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