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
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