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CIK: 0001720969
Total reported value
$1.1B
$1.1B
410 檔
28.3%
During the Q4 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 410 reported positions.
In Q4 2024, Legacy Advisors, LLC displayed an active expansion posture, initiating 4 new positions and adding to 32 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 410 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MTZ | Mastec Inc | Stock-Industrials | 10.81% | +1.27% | +10.65% | |
| 2 | VERX | Vertex Inc - Class A | Stock-Other | 7.24% | -0.44% | -35.38% | |
| 3 | JGRW | Jensen Quality Growth ETF | ETF-Other | 4.33% | — | +5368.55% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.19% | +0.40% | +16.54% | |
| 5 | IWB | Ishares Russell 1000 ETF | ETF-Other | 2.84% | -0.34% | +3.34% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.53% | -0.11% | +7.87% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.29% | +0.41% | +6.12% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.21% | -0.11% | +3.91% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.20% | -1.64% | -9.34% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.10% | -0.20% | +3.53% | |
| 11 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.96% | -0.29% | -1.03% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.86% | +0.12% | +9.13% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.55% | +0.22% | +26.94% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.46% | +0.29% | +2.84% | |
| 15 | XLK | Ss Technology Select Sector | ETF-Tech | 1.18% | +0.22% | +0.02% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.14% | -0.19% | +6.59% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.13% | +3.50% | +7.27% | |
| 18 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.96% | -0.09% | +0.01% | |
| 19 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.94% | -0.11% | +0.04% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.94% | +0.02% | +12.53% | |
| 21 | BSY | Bentley Systems Inc-class B | Stock-Tech | 0.88% | -0.26% | +0.12% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.80% | -0.01% | +16.38% | |
| 23 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.80% | -0.10% | — | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.80% | -0.04% | +4.44% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.77% | -0.14% | -9.98% | |
| 26 | UBER | Uber Technologies Inc | Stock-Industrials | 0.69% | -0.12% | +2.17% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.62% | -0.01% | +6.14% | |
| 28 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.61% | +0.02% | -0.27% | |
| 29 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.58% | -0.04% | -0.92% | |
| 30 | ACN | Accenture plc | Stock-Tech | 0.56% | — | +3.33% | |
| 31 | MA | Mastercard Inc - A | Stock-Financials | 0.55% | -0.03% | +5.31% | |
| 32 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.53% | -0.13% | -0.45% | |
| 33 | FULT | Fulton Financial CORP | Stock-Financials | 0.53% | -0.03% | — | |
| 34 | GLD | Spdr Gold Shares | ETF-Commodities | 0.50% | -0.14% | +1.42% | |
| 35 | RBLX | Roblox CORP -class A | Stock-Comm Services | 0.49% | -0.14% | -0.16% | |
| 36 | APH | Amphenol Corp-cl A | Stock-Tech | 0.48% | +0.11% | +53.56% | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.48% | -0.06% | +3.34% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.48% | +0.05% | -16.77% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.47% | +0.09% | +0.45% | |
| 40 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.45% | -0.02% | -1.46% | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 0.45% | +0.07% | +1.82% | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.43% | +0.01% | +12.42% | |
| 43 | INTU | Intuit Inc | Stock-Tech | 0.41% | — | +5.31% | |
| 44 | SYK | Stryker CORP | Stock-Healthcare | 0.39% | +0.05% | NEW | |
| 45 | ZTS | Zoetis Inc | Stock-Healthcare | 0.37% | -0.02% | EXIT | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.37% | -0.02% | -9.35% | |
| 47 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.37% | -0.10% | +15.77% | |
| 48 | EFX | Equifax Inc | Stock-Industrials | 0.36% | -0.05% | +1.81% | |
| 49 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.36% | -0.06% | -1.19% | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.36% | — | -4.96% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JGRW | Jensen Quality Growth ETF | +4.2% | +5368.55% | Add |
| 2 | MTZ | Mastec Inc | +1% | +10.65% | Add |
| 3 | AAPL | Apple Inc | +0.5% | +16.54% | Add |
| 4 | NVDA | Nvidia CORP | +0.3% | +26.94% | Add |
| 5 | TSLA | Tesla Inc | +0.3% | +4.44% | Add |
| 6 | AMZN | Amazon.com Inc | +0.3% | +9.13% | Add |
| 7 | APH | Amphenol Corp-cl A | +0.2% | +53.56% | Add |
| 8 | MCO | Moody's CORP | +0.1% | +176.37% | Add |
| 9 | GOOG | Alphabet Inc-cl C | +0.1% | +16.38% | Add |
| 10 | VB | Vanguard Small-cap ETF | +0.1% | +122.67% | Add |
| 11 | VRSK | Verisk Analytics Inc | +0.1% | +61.98% | Add |
| 12 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | NEW | New buy |
| 13 | MSCI | Msci Inc | +0.1% | +155.19% | Add |
| 14 | ACWX | Ishares Msci Acwi Ex US ETF | +0.1% | +473.55% | Add |
| 15 | AZO | Autozone Inc | +0.1% | NEW | New buy |
| 16 | AVGO | Broadcom Inc | +0.1% | +1.82% | Add |
| 17 | CDNS | Cadence Design Sys Inc | +0.1% | +117.20% | Add |
| 18 | GBIL | Goldman Sachs Access Treasur | +0.1% | NEW | New buy |
| 19 | GOOGL | Alphabet Inc-cl A | +0.1% | +2.84% | Add |
| 20 | RBLX | Roblox CORP -class A | +0.1% | -0.16% | Trim |
| 21 | CME | Cme Group Inc | +0.1% | +79.25% | Add |
| 22 | APP | Applovin Corp-class A | +0.1% | -21.47% | Trim |
| 23 | CDW | Cdw Corp/de | +0.1% | +216.49% | Add |
| 24 | WEX | Wex Inc | +0.1% | +398.09% | Add |
| 25 | WRB | Wr Berkley CORP | +0.1% | NEW | New buy |
| 26 | V | Visa Inc-class A Shares | +0.1% | +12.42% | Add |
| 27 | NFLX | Netflix Inc | +0.1% | +6.53% | Add |
| 28 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +12.53% | Add |
| 29 | JPM | Jpmorgan Chase & Co | +0.1% | +6.14% | Add |
| 30 | DIS | Walt Disney Co/the | 0% | +6.39% | Add |
| 31 | VOO | Vanguard S&p 500 ETF | 0% | +7.27% | Add |
| 32 | BALL | Ball CORP | -0.1% | EXIT | Sold out |
| 33 | SBUX | Starbucks CORP | -0.1% | -34.05% | Trim |
| 34 | META | Meta Platforms Inc-class A | -0.1% | +3.53% | Add |
| 35 | NKE | Nike Inc -cl B | -0.1% | -19.29% | Trim |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | +3.91% | Add |
| 37 | AVAV | Aerovironment Inc | -0.1% | -13.71% | Trim |
| 38 | AMGN | Amgen Inc | -0.1% | -10.72% | Trim |
| 39 | MSFT | Microsoft CORP | -0.1% | +7.87% | Add |
| 40 | IJR | Ishares Core S&p Small-cap E | -0.2% | +6.12% | Add |
| 41 | IWB | Ishares Russell 1000 ETF | -0.2% | +3.34% | Add |
| 42 | KO | Coca-cola Co/the | -0.2% | -37.46% | Trim |
| 43 | UNH | Unitedhealth Group Inc | -0.2% | -0.27% | Trim |
| 44 | BSY | Bentley Systems Inc-class B | -0.2% | +0.12% | Add |
| 45 | SGOV | Ishares 0-3 Month Treasury B | -0.2% | EXIT | Sold out |
| 46 | UBER | Uber Technologies Inc | -0.2% | +2.17% | Add |
| 47 | LLY | Eli Lilly & Co | -0.3% | -16.77% | Trim |
| 48 | JNJ | Johnson & Johnson | -0.3% | -9.98% | Trim |
| 49 | IVV | Ishares Core S&p 500 ETF | -0.5% | -9.34% | Trim |
| 50 | VERX | Vertex Inc - Class A | -1.8% | -35.38% | Trim |
According to official SEC Form 13F filings, Legacy Advisors, LLC reported a total U.S. public equity portfolio value of $1.1B across 410 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MTZ, VERX, JGRW) accounted for 28.3% of total reported equity market value during Q4 2024.
Top New Position Initiated
BIL
市值: $1.0M
Top Position Liquidated / Trimmed
SGOV
前期市值: $1.8M
During Q4 2024, Legacy Advisors, LLC's top holdings by market value included MTZ (10.8%)、VERX (7.2%)、JGRW (4.3%). The largest single position, MTZ, represented 10.8% of total portfolio value.
In Q4 2024, Legacy Advisors, LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 32 positions, trimming 12 holdings, and fully liquidating 2 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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