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CIK: 0001720969
Total reported value
$1.1B
$1.1B
314 檔
23.1%
During the Q1 2024 filing period, Legacy Advisors, LLC (CIK: 0001720969) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.1B across 314 reported positions.
During Q1 2024, Legacy Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 314 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MTZ | Mastec Inc | Stock-Industrials | 13.76% | +1.27% | -14.87% | |
| 2 | VERX | Vertex Inc - Class A | Stock-Other | 8.69% | -0.44% | -33.30% | |
| 3 | IWB | Ishares Russell 1000 ETF | ETF-Other | 3.19% | -0.34% | -0.10% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.79% | -1.64% | — | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.77% | +0.40% | -1.50% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.74% | -0.11% | +1.90% | |
| 7 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 2.43% | -0.29% | -0.87% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.42% | -0.11% | -0.15% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.26% | +0.41% | +7.45% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.00% | -0.20% | +11.15% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.49% | +0.12% | -6.91% | |
| 12 | XLK | Ss Technology Select Sector | ETF-Tech | 1.34% | +0.22% | +0.02% | |
| 13 | BSY | Bentley Systems Inc-class B | Stock-Tech | 1.28% | -0.26% | +0.11% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.25% | +0.29% | -0.37% | |
| 15 | UBER | Uber Technologies Inc | Stock-Industrials | 1.25% | -0.12% | -1.13% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.24% | +3.50% | +3.42% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.20% | -0.14% | -7.83% | |
| 18 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.20% | -0.11% | -2.13% | |
| 19 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.08% | -0.09% | -8.12% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.92% | +0.22% | +48.60% | |
| 21 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.76% | +0.02% | -18.04% | |
| 22 | ACN | Accenture plc | Stock-Tech | 0.70% | — | +0.35% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.68% | -0.19% | +0.62% | |
| 24 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.67% | -0.04% | -6.92% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.67% | +0.02% | -24.93% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.66% | -0.01% | -5.86% | |
| 27 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.64% | -0.02% | -20.23% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.62% | +0.05% | +30.03% | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.62% | +0.09% | -3.58% | |
| 30 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.60% | -0.13% | +12.93% | |
| 31 | FULT | Fulton Financial CORP | Stock-Financials | 0.58% | -0.03% | — | |
| 32 | MA | Mastercard Inc - A | Stock-Financials | 0.53% | -0.03% | +5.60% | |
| 33 | INTU | Intuit Inc | Stock-Tech | 0.52% | — | +10.52% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.52% | -0.01% | -2.28% | |
| 35 | EFX | Equifax Inc | Stock-Industrials | 0.50% | -0.05% | +1.80% | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.49% | -0.02% | +9.17% | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.49% | -0.06% | — | |
| 38 | RBLX | Roblox CORP -class A | Stock-Comm Services | 0.48% | -0.14% | +1.37% | |
| 39 | SYK | Stryker CORP | Stock-Healthcare | 0.47% | +0.05% | NEW | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.46% | -0.37% | EXIT | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.46% | — | +4.04% | |
| 42 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.45% | +0.01% | +12.74% | |
| 43 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.45% | +0.04% | -17.84% | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.44% | -0.06% | +0.01% | |
| 45 | ABT | Abbott Laboratories | Stock-Healthcare | 0.43% | -0.07% | -15.04% | |
| 46 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.42% | -0.06% | — | |
| 47 | TFC | Truist Financial CORP | Stock-Financials | 0.41% | -0.02% | +0.20% | |
| 48 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.40% | +0.05% | +0.05% | |
| 49 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.39% | -0.10% | — | |
| 50 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.39% | — | -22.59% |
According to official SEC Form 13F filings, Legacy Advisors, LLC reported a total U.S. public equity portfolio value of $1.1B across 314 disclosed positions in Q1 2024.
During Q1 2024, Legacy Advisors, LLC's top holdings by market value included MTZ (13.8%)、VERX (8.7%)、IWB (3.2%). The largest single position, MTZ, represented 13.8% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including MTZ, VERX, IWB) accounted for 23.1% of total reported equity market value during Q1 2024.
In Q1 2024, Legacy Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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