Legal Advantage Investments, Inc. Top Holdings and 13F Report (2024)

→ Forget AI, Imperium Is Expected to Grow 320,00% in 3 Years (From Banyan Hill Publishing) (Ad)

About Legal Advantage Investments, Inc.

Investment Activity

Legal Advantage Investments, Inc. has $178.80 million in total holdings as of March 31, 2024.
Legal Advantage Investments, Inc. owns shares of 104 different stocks, but just 41 companies or ETFs make up 80% of its holdings.
Approximately 4.50% of the portfolio was purchased this quarter.
About 6.29% of the portfolio was sold this quarter.
This quarter, Legal Advantage Investments, Inc. has purchased 99 new stocks and bought additional shares in 13 stocks.
Legal Advantage Investments, Inc. sold shares of 27 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

VSE: $13,101,040
Fiserv: $9,067,707
TransDigm Group: $7,976,260
Walt Disney: $6,705,647
Microsoft: $6,464,791

Largest New Holdings this Quarter

Vanguard Total Stock Market ETF: $3,722,288 Holding
International Business Machines: $642,771 Holding
NICE: $260,620 Holding
Snowflake: $242,400 Holding
Travelers Companies: $230,140 Holding

Largest Purchases this Quarter

Vanguard Total Stock Market ETF: 14,322 shares (about $3.72M)
International Business Machines: 3,366 shares (about $642.77K)
MercadoLibre: 200 shares (about $302.39K)
Walmart: 5,000 shares (about $300.85K)
Palo Alto Networks: 1,000 shares (about $284.13K)

Largest Sales this Quarter

VSE: 68,517 shares (about $5.48M)
Fiserv: 9,790 shares (about $1.56M)
Intuit: 1,170 shares (about $760.48K)
NVIDIA: 654 shares (about $590.93K)
Microsoft: 804 shares (about $338.26K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VSEC VSE	$13,101,040	$5,481,360 ▼	-29.5%	163,763	7.3%	Construction
FI Fiserv	$9,067,707	$1,564,638 ▼	-14.7%	56,737	5.1%	Business Services
TDG TransDigm Group	$7,976,260	$91,143 ▼	-1.1%	6,476	4.5%	Aerospace
DIS Walt Disney	$6,705,647	$226,364 ▲	3.5%	54,803	3.8%	Consumer Discretionary
MSFT Microsoft	$6,464,791	$338,259 ▼	-5.0%	15,366	3.6%	Computer and Technology
ADBE Adobe	$5,589,969	$6,055 ▼	-0.1%	11,078	3.1%	Computer and Technology
AMZN Amazon.com	$5,280,650	$65,839 ▲	1.3%	29,275	3.0%	Retail/Wholesale
INTU Intuit	$4,909,326	$760,481 ▼	-13.4%	7,553	2.7%	Computer and Technology
VEEV Veeva Systems	$4,828,420	$11,585 ▼	-0.2%	20,840	2.7%	Medical
TMO Thermo Fisher Scientific	$4,765,130		0.0%	8,199	2.7%	Medical
SCHW Charles Schwab	$4,673,164	$166,382 ▲	3.7%	64,600	2.6%	Finance
TYL Tyler Technologies	$4,323,489	$330,222 ▼	-7.1%	10,173	2.4%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$3,722,288	$3,722,288 ▲	New Holding	14,322	2.1%	ETF
PANW Palo Alto Networks	$3,672,380	$284,130 ▲	8.4%	12,925	2.1%	Computer and Technology
BA Boeing	$3,591,685	$19,299 ▲	0.5%	18,611	2.0%	Aerospace
ESLT Elbit Systems	$3,305,310		0.0%	15,722	1.8%	Aerospace
HSIC Henry Schein	$3,303,245		0.0%	43,740	1.8%	Medical
NOC Northrop Grumman	$3,217,074		0.0%	6,721	1.8%	Aerospace
AMAT Applied Materials	$3,048,366	$109,099 ▼	-3.5%	14,781	1.7%	Computer and Technology
META Meta Platforms	$2,751,296	$206,371 ▼	-7.0%	5,666	1.5%	Computer and Technology
IDXX IDEXX Laboratories	$2,694,251		0.0%	4,990	1.5%	Medical
ORCL Oracle	$2,545,165	$12,561 ▲	0.5%	20,262	1.4%	Computer and Technology
SSNC SS&C Technologies	$2,289,127		0.0%	35,562	1.3%	Computer and Technology
RTX RTX	$2,105,558	$2,633 ▼	-0.1%	21,589	1.2%	Aerospace
ULTA Ulta Beauty	$2,083,677	$11,503 ▼	-0.5%	3,985	1.2%	Retail/Wholesale
NFLX Netflix	$2,081,089		0.0%	3,427	1.2%	Consumer Discretionary
MELI MercadoLibre	$2,042,658	$302,392 ▲	17.4%	1,351	1.1%	Retail/Wholesale
XBI SPDR S&P Biotech ETF	$2,041,581	$35,584 ▼	-1.7%	21,515	1.1%	ETF
MOG.A Moog	$2,025,958		0.0%	12,690	1.1%	Aerospace
AAPL Apple	$1,978,365		0.0%	11,537	1.1%	Computer and Technology
SHOP Shopify	$1,891,437		0.0%	24,510	1.1%	Computer and Technology
ASML ASML	$1,773,049		0.0%	1,827	1.0%	Computer and Technology
SQ Block	$1,743,194		0.0%	20,610	1.0%	Business Services
NVDA NVIDIA	$1,704,114	$590,928 ▼	-25.7%	1,886	1.0%	Computer and Technology
CRM Salesforce	$1,677,874		0.0%	5,571	0.9%	Computer and Technology
FNF Fidelity National Financial	$1,666,278	$42,480 ▼	-2.5%	31,380	0.9%	Finance
SWAV Shockwave Medical	$1,626,522		0.0%	4,995	0.9%	Medical
LMT Lockheed Martin	$1,578,399	$25,473 ▼	-1.6%	3,470	0.9%	Aerospace
ADI Analog Devices	$1,449,405		0.0%	7,328	0.8%	Computer and Technology
CMCSA Comcast	$1,330,758		0.0%	30,698	0.7%	Consumer Discretionary
ZBH Zimmer Biomet	$1,285,348		0.0%	9,739	0.7%	Medical
GOOG Alphabet	$1,218,080		0.0%	8,000	0.7%	Computer and Technology
TT Trane Technologies	$1,200,200	$30,020 ▼	-2.4%	3,998	0.7%	Business Services
LHX L3Harris Technologies	$1,175,754	$35,164 ▼	-2.9%	5,517	0.7%	Aerospace
MA Mastercard	$1,155,768		0.0%	2,400	0.6%	Business Services
ZTS Zoetis	$1,154,858		0.0%	6,825	0.6%	Medical
JPM JPMorgan Chase & Co.	$1,142,311		0.0%	5,703	0.6%	Finance
SPT Sprout Social	$1,132,997		0.0%	18,975	0.6%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$1,035,340		0.0%	7,610	0.6%	Computer and Technology
TECH Bio-Techne	$931,612	$7,039 ▼	-0.7%	13,235	0.5%	Medical
V Visa	$907,010	$27,908 ▼	-3.0%	3,250	0.5%	Business Services
VRTX Vertex Pharmaceuticals	$764,958	$211,095 ▲	38.1%	1,830	0.4%	Medical
GD General Dynamics	$734,474		0.0%	2,600	0.4%	Aerospace
FDX FedEx	$733,042		0.0%	2,530	0.4%	Transportation
ABNB Airbnb	$706,453	$2,804 ▼	-0.4%	4,283	0.4%	Computer and Technology
KLAC KLA	$698,570		0.0%	1,000	0.4%	Computer and Technology
INMD InMode	$670,342		0.0%	31,020	0.4%	Medical
PTC PTC	$661,290		0.0%	3,500	0.4%	Computer and Technology
MCK McKesson	$660,911		0.0%	1,231	0.4%	Medical
AXP American Express	$660,301	$22,769 ▼	-3.3%	2,900	0.4%	Finance
SMLR Semler Scientific	$649,017		0.0%	22,219	0.4%	Medical
IBM International Business Machines	$642,771	$642,771 ▲	New Holding	3,366	0.4%	Computer and Technology
BRK.A Berkshire Hathaway	$634,440		0.0%	1	0.4%	Finance
FIS Fidelity National Information Services	$623,112		0.0%	8,400	0.3%	Business Services
GOOGL Alphabet	$618,813		0.0%	4,100	0.3%	Computer and Technology
WTW Willis Towers Watson Public	$609,125		0.0%	2,215	0.3%	Finance
AMGN Amgen	$604,180	$149,268 ▲	32.8%	2,125	0.3%	Medical
ILMN Illumina	$591,163		0.0%	4,305	0.3%	Medical
BHP BHP Group	$583,729	$28,442 ▼	-4.6%	10,118	0.3%	Basic Materials
CHGG Chegg	$552,610		0.0%	73,000	0.3%	Computer and Technology
CYBR CyberArk Software	$531,260		0.0%	2,000	0.3%	Computer and Technology
ON Onsemi	$529,560	$147,100 ▲	38.5%	7,200	0.3%	Computer and Technology
MRK Merck & Co., Inc.	$527,800		0.0%	4,000	0.3%	Medical
DHI D.R. Horton	$505,991		0.0%	3,075	0.3%	Construction
LRCX Lam Research	$485,785		0.0%	500	0.3%	Computer and Technology
CRWD CrowdStrike	$471,267		0.0%	1,470	0.3%	Computer and Technology
SDGR Schrödinger	$461,835		0.0%	17,105	0.3%	Medical
CB Chubb	$453,478		0.0%	1,750	0.3%	Finance
WMT Walmart	$451,275	$300,850 ▲	200.0%	7,500	0.3%	Retail/Wholesale
BABA Alibaba Group	$394,362	$3,618 ▼	-0.9%	5,450	0.2%	Retail/Wholesale
ZS Zscaler	$385,260	$192,630 ▲	100.0%	2,000	0.2%	Computer and Technology
PHM PulteGroup	$364,272		0.0%	3,020	0.2%	Construction
RIO Rio Tinto Group	$363,318		0.0%	5,700	0.2%	Basic Materials
NSP Insperity	$356,232	$16,441 ▼	-4.4%	3,250	0.2%	Business Services
EBAY eBay	$350,987		0.0%	6,650	0.2%	Retail/Wholesale
AFL Aflac	$326,268		0.0%	3,800	0.2%	Finance
DOCU DocuSign	$295,666	$2,978 ▼	-1.0%	4,965	0.2%	Business Services
FVRR Fiverr International	$294,980		0.0%	14,000	0.2%	Retail/Wholesale
AZN AstraZeneca	$294,712		0.0%	4,350	0.2%	Medical
MODN Model N	$287,547		0.0%	10,100	0.2%	Computer and Technology
GEHC GE HealthCare Technologies	$275,457	$2,727 ▲	1.0%	3,030	0.2%	Medical
JNJ Johnson & Johnson	$264,652		0.0%	1,673	0.1%	Medical
NICE NICE	$260,620	$260,620 ▲	New Holding	1,000	0.1%	Computer and Technology
CCS Century Communities	$255,725		0.0%	2,650	0.1%	Construction
MCD McDonald's	$253,755	$28,195 ▼	-10.0%	900	0.1%	Retail/Wholesale
SNOW Snowflake	$242,400	$242,400 ▲	New Holding	1,500	0.1%	Computer and Technology
LEN.B Lennar	$231,270		0.0%	1,500	0.1%	Construction
TRV Travelers Companies	$230,140	$230,140 ▲	New Holding	1,000	0.1%	Finance
LOW Lowe's Companies	$228,748	$228,748 ▲	New Holding	898	0.1%	Retail/Wholesale
MDT Medtronic	$221,884		0.0%	2,546	0.1%	Medical

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data:

Get 30 Days of MarketBeat All Access Free

Best-in-Class Portfolio Monitoring
View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio.
Stock Ideas and Recommendations
Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report.
Advanced Stock Screeners and Research Tools
Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis.

Start Your 30-Day Free Trial

Legal Advantage Investments, Inc. Top Holdings and 13F Report (2024)

About Legal Advantage Investments, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Legal Advantage Investments, Inc. Top Holdings and 13F Report (2024)

About Legal Advantage Investments, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofLegal Advantage Investments, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information