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CIK: 0001720969
Total reported value
$1.1B
$1.1B
327 檔
24.8%
In Q2 2024, Legacy Advisors, LLC's U.S. equity holdings reached a combined market value of $1.1B, distributed across 327 disclosed stock positions.
During Q2 2024, Legacy Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including MTZ, VERX, AAPL) accounted for 24.8% of total reported equity market value during Q2 2024.
Showing top 200 holdings (of 327 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MTZ | Mastec Inc | Stock-Industrials | 12.93% | +1.27% | -14.85% | |
| 2 | VERX | Vertex Inc - Class A | Stock-Other | 9.48% | -0.44% | -0.03% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.75% | +0.40% | +14.71% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-Other | 3.18% | -0.34% | +0.49% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.90% | -0.11% | +3.48% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.83% | -1.64% | +1.19% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.46% | -0.11% | +1.32% | |
| 8 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 2.30% | -0.29% | +2.17% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.20% | +0.41% | +4.47% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.09% | -0.20% | +4.67% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.59% | +0.12% | +3.23% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.54% | +0.29% | +5.56% | |
| 13 | XLK | Ss Technology Select Sector | ETF-Tech | 1.42% | +0.22% | +0.84% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.41% | +0.22% | +1068.01% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.26% | +3.50% | +1.02% | |
| 16 | BSY | Bentley Systems Inc-class B | Stock-Tech | 1.16% | -0.26% | -0.77% | |
| 17 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.11% | -0.11% | -0.12% | |
| 18 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.11% | -0.09% | -0.10% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.05% | -0.14% | -1.72% | |
| 20 | UBER | Uber Technologies Inc | Stock-Industrials | 1.01% | -0.12% | -10.32% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.88% | -0.01% | +13.43% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.79% | +0.05% | +13.14% | |
| 23 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.72% | +0.02% | -4.36% | |
| 24 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.71% | -0.04% | +7.40% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.70% | +0.02% | +0.18% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.65% | -0.19% | +1.81% | |
| 27 | ACN | Accenture plc | Stock-Tech | 0.60% | — | +2.08% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.60% | -0.01% | +19.10% | |
| 29 | FULT | Fulton Financial CORP | Stock-Financials | 0.58% | -0.03% | -1.75% | |
| 30 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.58% | -0.02% | -0.09% | |
| 31 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.56% | -0.13% | +7.62% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.53% | -0.06% | +4.35% | |
| 33 | INTU | Intuit Inc | Stock-Tech | 0.49% | — | -4.51% | |
| 34 | MA | Mastercard Inc - A | Stock-Financials | 0.48% | -0.03% | +3.62% | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.48% | +0.09% | -9.00% | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.46% | -0.02% | -4.80% | |
| 37 | EFX | Equifax Inc | Stock-Industrials | 0.45% | -0.05% | +3.65% | |
| 38 | SYK | Stryker CORP | Stock-Healthcare | 0.44% | +0.05% | NEW | |
| 39 | RBLX | Roblox CORP -class A | Stock-Comm Services | 0.42% | -0.14% | -6.41% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.42% | -0.37% | EXIT | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.41% | — | +0.26% | |
| 42 | APH | Amphenol Corp-cl A | Stock-Tech | 0.41% | +0.11% | +87.19% | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.41% | -0.06% | +0.02% | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.41% | +0.07% | +37.77% | |
| 45 | ABT | Abbott Laboratories | Stock-Healthcare | 0.39% | -0.07% | +3.39% | |
| 46 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.39% | -0.06% | — | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.39% | -0.06% | +15.82% | |
| 48 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.38% | +0.05% | +0.07% | |
| 49 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.37% | -0.10% | — | |
| 50 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.37% | -0.08% | -7.70% |
According to official SEC Form 13F filings, Legacy Advisors, LLC reported a total U.S. public equity portfolio value of $1.1B across 327 disclosed positions in Q2 2024.
During Q2 2024, Legacy Advisors, LLC's top holdings by market value included MTZ (12.9%)、VERX (9.5%)、AAPL (3.8%). The largest single position, MTZ, represented 12.9% of total portfolio value.
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In Q2 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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