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
$31.8B
$1.12 Million 0.12% of portfolio
14,101
Q1 2025 Reduced 0.93%
$284B
$1.05 Million 0.12% of portfolio
14,637
Q1 2025 Added 5.39%
$49.4B
$1.1 Million 0.12% of portfolio
8,640
Q1 2025 Reduced 6.13%
$34.9B
$1.01 Million 0.11% of portfolio
10,476
Q1 2025 Added 0.92%
$0
$1.03 Million 0.11% of portfolio
11,241
Q4 2024 New
$89.1B
$979,000 0.11% of portfolio
8,030
Q1 2025 Added 263.02%
$0
$995,000 0.11% of portfolio
15,000
Q1 2022 New
$70.7B
$976,000 0.11% of portfolio
256
Q1 2025 Reduced 9.22%
$0
$999,000 0.11% of portfolio
13,603
Q4 2024 Reduced 10.22%
$36.2B
$1.05 Million 0.11% of portfolio
4,676
Q1 2025 Reduced 1.35%
$0
$972,000 0.11% of portfolio
5,168
Q1 2025 Added 23.99%
$0
$990,000 0.11% of portfolio
2,672
Q1 2025 Added 7.44%
$4.3B
$877,000 0.1% of portfolio
17,884
Q2 2023 Reduced 7.33%
$125B
$877,000 0.1% of portfolio
5,147
Q1 2025 Added 9.02%
$13B
$871,000 0.1% of portfolio
2,905
Q1 2025 Reduced 1.43%
$10.5B
$921,000 0.1% of portfolio
31,196
Q1 2025 Reduced 13.81%
$140B
$904,000 0.1% of portfolio
4,413
Q1 2025 Reduced 11.37%
$40.7B
$880,000 0.1% of portfolio
3,802
Q1 2025 Reduced 0.86%
$27.5B
$890,000 0.1% of portfolio
4,854
Q1 2025 Reduced 2.59%
$48.8B
$883,000 0.1% of portfolio
3,857
Q1 2025 Added 110.65%
$1.89B
$900,000 0.1% of portfolio
15,354
Q1 2025 Added 7.53%
$13.2B
$924,000 0.1% of portfolio
5,063
Q1 2025 Added 0.34%
$0
$891,000 0.1% of portfolio
21,622
Q1 2025 Reduced 3.17%
$82.9B
$895,000 0.1% of portfolio
1,098
Q1 2025 Added 0.27%
$5.08B
$891,000 0.1% of portfolio
30,042
Q1 2025 Added 9.36%
$1.24B
$887,000 0.1% of portfolio
51,668
Q2 2024 New
$166B
$914,000 0.1% of portfolio
5,951
Q1 2025 Added 16.62%
$15.5B
$794,000 0.09% of portfolio
5,354
Q1 2025 Reduced 0.91%
$0
$783,000 0.09% of portfolio
7,824
Q1 2025 Reduced 1.82%
$187B
$827,000 0.09% of portfolio
8,050
Q1 2025 Added 17.14%
$73.7B
$821,000 0.09% of portfolio
1,915
Q1 2025 Reduced 2.69%
$0
$829,000 0.09% of portfolio
1,530
Q4 2024 Added 0.13%
$5.51B
$853,000 0.09% of portfolio
21,090
Q1 2025 Added 164.45%
$148B
$864,000 0.09% of portfolio
7,098
Q1 2025 Added 15.77%
$19.6B
$788,000 0.09% of portfolio
11,077
Q1 2025 Reduced 6.21%
$0
$839,000 0.09% of portfolio
16,922
Q1 2025 New
$221B
$829,000 0.09% of portfolio
7,113
Q1 2025 Added 9.13%
$7.03B
$777,000 0.09% of portfolio
6,107
Q1 2025 Reduced 1.5%
$46.1B
$782,000 0.09% of portfolio
22,874
Q1 2025 Reduced 4.82%
$136B
$812,000 0.09% of portfolio
3,438
Q1 2025 Added 14.11%
$0
$844,000 0.09% of portfolio
20,218
Q1 2025 New
$43.5B
$829,000 0.09% of portfolio
1,975
Q1 2025 Added 2.49%
$26.2B
$688,000 0.08% of portfolio
368
Q3 2024 New
$193B
$768,000 0.08% of portfolio
2,004
Q1 2025 Added 2.51%
$50.6B
$760,000 0.08% of portfolio
5,309
Q1 2025 Added 0.32%
$59B
$689,000 0.08% of portfolio
4,041
Q1 2025 Added 10.41%
$141B
$757,000 0.08% of portfolio
5,220
Q1 2025 Added 5.71%
$5.36B
$755,000 0.08% of portfolio
6,003
Q1 2025 Reduced 0.76%
$35.6B
$754,000 0.08% of portfolio
15,585
Q1 2025 Reduced 19.22%

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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