Legacy Advisors, LLC Top Holdings and 13F Report (2024) About Legacy Advisors, LLCInvestment ActivityLegacy Advisors, LLC has $6.33 million in total holdings as of September 30, 2024.Legacy Advisors, LLC owns shares of 18 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 41.13% of the portfolio was purchased this quarter.About 10,189.10% of the portfolio was sold this quarter.This quarter, Legacy Advisors, LLC has purchased 432 new stocks and bought additional shares in 0 stocks.Legacy Advisors, LLC sold shares of 17 stocks and completely divested from 415 stocks this quarter.Largest Holdings 2023 ETF SERIES TRUST II $2,603,130Vertex $1,343,779MasTec $643,638Fulton Financial $281,104Dimensional U.S. Core Equity 2 ETF $238,363 Largest New Holdings this Quarter 90139K100 - 2023 ETF SERIES TRUST II $2,603,130 Holding Largest Purchases this Quarter 2023 ETF SERIES TRUST II 89,183 shares (about $2.60M) Largest Sales this Quarter Vertex 1,276,297 shares (about $36.12M)Fulton Financial 276,033 shares (about $15.30M)Dimensional U.S. Core Equity 2 ETF 229,820 shares (about $6.41M)MasTec 666,992 shares (about $3.91M)Bentley Systems 183,141 shares (about $3.39M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLegacy Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector2023 ETF SERIES TRUST II$2,603,130$2,603,130 ▲New Holding89,18341.1%GMO US QUALITY EVERXVertex$1,343,779$36,120,237 ▼-96.4%47,48221.2%Computer and TechnologyMTZMasTec$643,638$3,913,591 ▼-85.9%109,69510.2%ConstructionFULTFulton Financial$281,104$15,301,515 ▼-98.2%5,0714.4%FinanceDFACDimensional U.S. Core Equity 2 ETF$238,363$6,412,336 ▼-96.4%8,5433.8%ETFIWRiShares Russell Mid-Cap ETF$223,915$2,276,902 ▼-91.0%20,5933.5%ETFIJRiShares Core S&P Small-Cap ETF$222,379$1,751,784 ▼-88.7%24,3043.5%ETFBSYBentley Systems$193,777$3,393,432 ▼-94.6%10,4583.1%Computer and TechnologyAAPLApple$118,498$799,896 ▼-87.1%24,3121.9%Computer and TechnologyUBERUber Technologies$109,191$1,168,755 ▼-91.5%10,1881.7%Computer and TechnologyIWBiShares Russell 1000 ETF$89,722$176,478 ▼-66.3%30,4671.4%ETFAMZNAmazon.com$57,027$340,699 ▼-85.7%12,5110.9%Retail/WholesaleXLKTechnology Select Sector SPDR Fund$51,318$156,379 ▼-75.3%12,9950.8%ETFSPYSPDR S&P 500 ETF Trust$39,681$25,555 ▼-39.2%24,5170.6%FinanceIVViShares Core S&P 500 ETF$38,702$23,666 ▼-37.9%24,0300.6%ETFMETAMeta Platforms$28,036$20,355 ▼-42.1%20,6930.4%Computer and TechnologyMSFTMicrosoft$24,748$103,343 ▼-80.7%12,3100.4%Computer and TechnologyVOOVanguard S&P 500 ETF$22,634$19,075 ▼-45.7%12,8960.4%ETFTRUST FOR PROFESSIONAL MANAG$0$42,548,257 ▼-100.0%00.0%JENSEN QUALITYBRK.BBerkshire Hathaway$0$13,803,408 ▼-100.0%00.0%FinanceNVDANVIDIA$0$13,517,586 ▼-100.0%00.0%Computer and TechnologyGOOGLAlphabet$0$12,979,965 ▼-100.0%00.0%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$0$9,112,694 ▼-100.0%00.0%ETFJNJJohnson & Johnson$0$8,656,490 ▼-100.0%00.0%MedicalOEFiShares S&P 100 ETF$0$7,867,668 ▼-100.0%00.0%ETFQQQInvesco QQQ$0$7,431,333 ▼-100.0%00.0%FinanceMMCMarsh & McLennan Companies$0$7,034,360 ▼-100.0%00.0%FinanceJPMJPMorgan Chase & Co.$0$6,548,774 ▼-100.0%00.0%FinanceGOOGAlphabet$0$6,474,776 ▼-100.0%00.0%Computer and TechnologyMCDMcDonald's$0$6,029,836 ▼-100.0%00.0%Retail/WholesaleUNHUnitedHealth Group$0$5,969,048 ▼-100.0%00.0%MedicalMAMastercard$0$5,751,726 ▼-100.0%00.0%Business ServicesTSLATesla$0$5,569,867 ▼-100.0%00.0%Auto/Tires/TrucksABTAbbott Laboratories$0$5,347,454 ▼-100.0%00.0%MedicalRBLXRoblox$0$5,070,181 ▼-100.0%00.0%Consumer DiscretionaryACNAccenture$0$5,020,619 ▼-100.0%00.0%Computer and TechnologyXOMExxon Mobil$0$4,769,807 ▼-100.0%00.0%EnergyIWFiShares Russell 1000 Growth ETF$0$4,690,198 ▼-100.0%00.0%ETFABBVAbbVie$0$4,605,878 ▼-100.0%00.0%MedicalVVisa$0$4,604,144 ▼-100.0%00.0%Business ServicesVXUSVanguard Total International Stock ETF$0$4,596,394 ▼-100.0%00.0%ETFAPHAmphenol$0$4,505,442 ▼-100.0%00.0%Computer and TechnologyCVXChevron$0$4,451,027 ▼-100.0%00.0%EnergyLLYEli Lilly and Company$0$4,418,545 ▼-100.0%00.0%MedicalBEKEKE$0$4,384,098 ▼-100.0%00.0%Computer and TechnologyOMABGrupo Aeroportuario del Centro Norte$0$4,379,551 ▼-100.0%00.0%TransportationSYKStryker$0$4,310,595 ▼-100.0%00.0%MedicalHDHome Depot$0$4,175,406 ▼-100.0%00.0%Retail/WholesaleINTUIntuit$0$4,160,487 ▼-100.0%00.0%Computer and TechnologyPGProcter & Gamble$0$4,097,351 ▼-100.0%00.0%Consumer StaplesZTSZoetis$0$3,946,076 ▼-100.0%00.0%MedicalVYMVanguard High Dividend Yield ETF$0$3,844,040 ▼-100.0%00.0%ETFCOSTCostco Wholesale$0$3,810,250 ▼-100.0%00.0%Retail/WholesalePMPhilip Morris International$0$3,786,287 ▼-100.0%00.0%Consumer StaplesMELIMercadoLibre$0$3,673,488 ▼-100.0%00.0%Retail/WholesaleEFXEquifax$0$3,619,090 ▼-100.0%00.0%Business ServicesSCHDSchwab US Dividend Equity ETF$0$3,576,839 ▼-100.0%00.0%ETFVTIVanguard Total Stock Market ETF$0$3,565,224 ▼-100.0%00.0%ETFVOVanguard Mid-Cap ETF$0$3,507,404 ▼-100.0%00.0%ETFGLDSPDR Gold Shares$0$3,427,137 ▼-100.0%00.0%FinanceSDYSPDR S&P Dividend ETF$0$3,423,342 ▼-100.0%00.0%ETFPEPPepsiCo$0$3,407,857 ▼-100.0%00.0%Consumer StaplesAVGOBroadcom$0$3,327,002 ▼-100.0%00.0%Computer and TechnologyDISWalt Disney$0$3,233,053 ▼-100.0%00.0%Consumer DiscretionaryADPAutomatic Data Processing$0$3,218,463 ▼-100.0%00.0%Computer and TechnologyEPDEnterprise Products Partners$0$3,206,425 ▼-100.0%00.0%EnergyNFLXNetflix$0$3,132,970 ▼-100.0%00.0%Consumer DiscretionaryWMWaste Management$0$2,813,810 ▼-100.0%00.0%Business ServicesVRSKVerisk Analytics$0$2,784,584 ▼-100.0%00.0%Business ServicesAMGNAmgen$0$2,755,151 ▼-100.0%00.0%MedicalFIFiserv$0$2,754,915 ▼-100.0%00.0%Business ServicesKOCocaCola$0$2,710,537 ▼-100.0%00.0%Consumer StaplesKLACKLA$0$2,635,342 ▼-100.0%00.0%Computer and TechnologyBRBroadridge Financial Solutions$0$2,578,847 ▼-100.0%00.0%Computer and TechnologyNOWServiceNow$0$2,557,998 ▼-100.0%00.0%Computer and TechnologyWMBWilliams Companies$0$2,510,576 ▼-100.0%00.0%EnergyTAT&T$0$2,497,209 ▼-100.0%00.0%Computer and TechnologyBACBank of America$0$2,482,017 ▼-100.0%00.0%FinanceVVVanguard Large-Cap ETF$0$2,424,564 ▼-100.0%00.0%ETFMCOMoody's$0$2,379,676 ▼-100.0%00.0%FinanceTXNTexas Instruments$0$2,353,725 ▼-100.0%00.0%Computer and TechnologyXLPConsumer Staples Select Sector SPDR Fund$0$2,328,637 ▼-100.0%00.0%ETFCMECME Group$0$2,301,240 ▼-100.0%00.0%FinanceGEGE Aerospace$0$2,268,597 ▼-100.0%00.0%AerospaceGWWW.W. Grainger$0$2,150,506 ▼-100.0%00.0%IndustrialsVBVanguard Small-Cap ETF$0$2,144,101 ▼-100.0%00.0%ETFISRGIntuitive Surgical$0$2,091,525 ▼-100.0%00.0%MedicalVZVerizon Communications$0$2,082,614 ▼-100.0%00.0%Computer and TechnologyIWMiShares Russell 2000 ETF$0$2,078,563 ▼-100.0%00.0%FinanceCPRTCopart$0$2,044,579 ▼-100.0%00.0%Business ServicesXMTRXometry$0$2,012,011 ▼-100.0%00.0%IndustrialsIBMInternational Business Machines$0$1,988,035 ▼-100.0%00.0%Computer and TechnologyCYBRCyberArk Software$0$1,945,528 ▼-100.0%00.0%Computer and TechnologyCVLTCommVault Systems$0$1,887,110 ▼-100.0%00.0%Computer and TechnologyAPPFAppFolio$0$1,839,639 ▼-100.0%00.0%Computer and TechnologyPGRProgressive$0$1,824,916 ▼-100.0%00.0%FinanceWMTWalmart$0$1,763,616 ▼-100.0%00.0%Retail/WholesaleSHWSherwin-Williams$0$1,761,989 ▼-100.0%00.0%Basic MaterialsPNCThe PNC Financial Services Group$0$1,756,997 ▼-100.0%00.0%FinanceCICigna Group$0$1,756,632 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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