Legacy Advisors, LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Legacy Advisors, LLC

CIK Number: 0001720969

6.33B
Market Value
429
# of Holdings
11 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Apr 23, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 MTZ MasTec, Inc.
179.47
-0.29% 776.69K -5.13% 90.65M 90.04 9.33% Share
2 VERX Vertex, Inc.
24.25
-2.92% 1.32M -5.29% 46.35M 26.54 4.77% Share
3 JGRW Jensen Quality ...
26.77
+0.72% 1.67M -3.01% 42.55M 25.92 4.38% Share
4 AAPL Apple Inc.
238.47
+3.81% 188.43K +9.29% 41.85M 158.27 4.31% Share
5 IWB iShares Russell...
353.83
+0.49% 90.39K -0.62% 27.73M 242.66 2.85% Share
6 MSFT Microsoft Corpo...
505.35
+0.05% 63.71K +3.14% 23.92M 284.2 2.46% Share
7 IJR iShares Core S&...
117.03
-0.1% 215.76K +5.42% 22.56M 99.89 2.32% Share
8 SPY SPDR S&P 500 ET...
643.65
+0.53% 40.31K +3.53% 22.55M 381.83 2.32% Share
9 IVV iShares Core S&...
646.88
+0.54% 38.72K +0.59% 21.76M 382.34 2.24% Share
10 META Meta Platforms,...
737.05
+0.26% 35.72K -3.24% 20.59M 307.36 2.12% Share
11 IWR iShares Russell...
95.21
-0.18% 230K +0.64% 19.57M 72.61 2.01% Share
12 AMZN Amazon.com, Inc...
225.99
+0.29% 87.26K -0.00% 16.6M 139.03 1.71% Share
13 BRK-B Berkshire Hatha...
501.46
+0.06% 25.92K -0.13% 13.8M 383.99 1.42% Share
14 NVDA NVIDIA Corporat...
170.63
-0.09% 124.71K +4.80% 13.52M 79.65 1.39% Share
15 GOOGL Alphabet Inc.
230.66
+9.14% 83.94K +5.45% 12.98M 115.99 1.34% Share
16 VOO Vanguard S&P 50...
591.76
+0.52% 23.76K +9.61% 12.21M 361.46 1.26% Share
17 XLK Technology Sele...
261.35
+0.60% 52.59K +0.59% 10.86M 140.6 1.12% Share
18 MDY SPDR S&P MIDCAP...
591.45
-0.18% 17.08K +0.06% 9.11M 332.14 0.94% Share
19 UBER Uber Technologi...
92.91
+0.11% 119.24K +1.65% 8.69M 31.77 0.89% Share
20 JNJ Johnson & Johns...
177.98
-0.04% 52.2K -5.42% 8.66M 162.36 0.89% Share
21 OEF iShares S&P 100...
320.11
+0.73% 29.05K -15.56% 7.87M 167.98 0.81% Share
22 BSY Bentley Systems...
53.41
-1.64% 193.6K +0.22% 7.62M 64.55 0.78% Share
23 QQQ Invesco QQQ Tru...
570.07
+0.79% 15.85K -16.07% 7.43M 351.55 0.76% Share
24 MMC Marsh & McLenna...
205.27
-0.08% 28.83K +2.33% 7.03M 174.09 0.72% Share
25 JPM JPMorgan Chase ...
299.47
-0.08% 26.7K +0.23% 6.55M 157.45 0.67% Share
26 GOOG Alphabet Inc.
231.10
+9.01% 43.91K -4.57% 6.47M 120.29 0.67% Share
27 MCD McDonald's Corp...
316.32
+0.18% 19.3K +2.08% 6.03M 281.61 0.62% Share
28 UNH UnitedHealth Gr...
307.54
-0.41% 11.4K -8.32% 5.97M 507.35 0.61% Share
29 MA Mastercard Inco...
593.13
+0.21% 10.49K -2.76% 5.75M 390.03 0.59% Share
30 TSLA Tesla, Inc.
334.09
+1.44% 20.69K +3.80% 5.36M 257.15 0.55% Share
31 ABT Abbott Laborato...
132.19
+0.56% 40.31K +23.79% 5.35M 114.68 0.55% Share
32 FULT Fulton Financia...
19.45
+0.05% 281.1K 0.00% 5.09M 18.22 0.52% Share
33 RBLX Roblox Corporat...
133.51
+3.92% 86.98K -0.18% 5.07M 89.19 0.52% Share
34 ACN Accenture plc
253.91
-0.88% 16.09K -1.85% 5.02M 302.68 0.52% Share
35 XOM Exxon Mobil Cor...
111.95
-2.39% 40.11K +22.27% 4.77M 107.22 0.49% Share
36 IWF iShares Russell...
445.97
+0.97% 12.99K +4.84% 4.69M 243.11 0.48% Share
37 ABBV AbbVie Inc.
211.88
-0.02% 21.98K +5.63% 4.61M 149.26 0.47% Share
38 V Visa Inc.
350.83
+0.22% 13.14K -6.19% 4.6M 252.97 0.47% Share
39 VXUS Vanguard Total ...
71.02
+0.21% 74.02K +35.28% 4.6M 58.95 0.47% Share
40 APH Amphenol Corpor...
110.72
+1.35% 68.52K -4.42% 4.51M 49.92 0.46% Share
41 CVX Chevron Corpora...
157.97
-2.39% 26.61K +21.05% 4.45M 159.07 0.46% Share
42 LLY Eli Lilly and C...
737.66
+0.34% 5.35K -16.31% 4.42M 608.44 0.45% Share
43 BEKE KE Holdings Inc...
18.48
+0.19% 130 +100.00% 4.38M 20.08 0.45% Share
44 OMAB Grupo Aeroportu...
102.01
-1.5% 20 +100.00% 4.38M 78.6 0.45% Share
45 SYK Stryker Corpora...
388.55
-0.36% 11.58K +3.29% 4.31M 261.18 0.44% Share
46 HD The Home Depot,...
407.52
+0.30% 11.39K -7.97% 4.18M 313.87 0.43% Share
47 INTU Intuit Inc.
668.63
+1.00% 6.78K +1.60% 4.16M 478.54 0.43% Share
48 PG The Procter & G...
158.17
+0.11% 24.04K +5.92% 4.1M 150.74 0.42% Share
49 ZTS Zoetis Inc.
152.40
-0.32% 23.97K +1.49% 3.95M 169.84 0.41% Share
50 VYM Vanguard High D...
138.26
-0.32% 29.81K 0.00% 3.84M 110.73 0.40% Share
51 COST Costco Wholesal...
949.78
+1.17% 4.03K +3.41% 3.81M 607.74 0.39% Share
52 PM Philip Morris I...
163.25
-2.48% 23.65K -11.25% 3.79M 98.33 0.39% Share
53 MELI MercadoLibre, I...
2373.12
-0.28% 1.88K 0.00% 3.67M 326.47 0.38% Share
54 EFX Equifax Inc.
237.46
+1.47% 14.86K +0.96% 3.62M 166.52 0.37% Share
55 SCHD Schwab U.S. Div...
27.60
-0.87% 127.93K +67.03% 3.58M 25.86 0.37% Share
56 VTI Vanguard Total ...
317.38
+0.44% 12.97K +384.93% 3.57M 265.31 0.37% Share
57 VO Vanguard Mid Ca...
287.61
-0.19% 13.56K -3.44% 3.51M 225.56 0.36% Share
58 GLD SPDR Gold Share...
328.10
+0.77% 11.89K -44.66% 3.43M 195.25 0.35% Share
59 SDY SPDR S&P Divide...
140.08
-0.26% 25.23K 0.00% 3.42M 124.19 0.35% Share
60 PEP PepsiCo, Inc.
148.64
-1.09% 22.73K -25.62% 3.41M 172.03 0.35% Share
61 AVGO Broadcom Inc.
302.39
+1.39% 19.87K -0.28% 3.33M 125.37 0.34% Share
62 DIS The Walt Disney...
117.33
-0.79% 32.76K -0.87% 3.23M 98.08 0.33% Share
63 ADP Automatic Data ...
298.86
-0.3% 10.48K -5.66% 3.22M 230 0.33% Share
64 EPD Enterprise Prod...
31.84
-0.48% 93.92K +0.90% 3.21M 22.54 0.33% Share
65 NFLX Netflix, Inc.
1226.18
+0.99% 3.36K -8.45% 3.13M 458.84 0.32% Share
66 WM Waste Managemen...
224.34
-0.62% 12.15K +2.31% 2.81M 167.88 0.29% Share
67 VRSK Verisk Analytic...
268.49
+1.32% 9.36K -15.73% 2.78M 236.95 0.29% Share
68 AMGN Amgen Inc.
283.85
-1.07% 8.84K +5.07% 2.76M 241.25 0.28% Share
69 FI Fiserv, Inc.
136.77
-0.01% 12.47K +16.97% 2.75M 158.22 0.28% Share
70 KO The Coca-Cola C...
69.01
-0.07% 37.61K +39.79% 2.71M 64.49 0.28% Share
71 KLAC KLA Corporation
843.90
-0.29% 3.88K +3.52% 2.64M 519.38 0.27% Share
72 BR Broadridge Fina...
249.84
-0.84% 10.6K +3.84% 2.58M 163.94 0.27% Share
73 NOW ServiceNow, Inc...
919.84
+0.92% 3.21K +1.77% 2.56M 318.12 0.26% Share
74 WMB The Williams Co...
57.74
+0.63% 42.01K +2.09% 2.51M 34.29 0.26% Share
75 T AT&T Inc.
29.05
-0.12% 88.3K +2.26% 2.5M 20.49 0.26% Share
76 BAC Bank of America...
50.09
-0.65% 59.48K +3.58% 2.48M 31.72 0.26% Share
77 VV Vanguard Large ...
297.16
+0.51% 9.43K 0.00% 2.42M 223.1 0.25% Share
78 MCO Moody's Corpora...
496.14
-0.47% 5.11K +0.22% 2.38M 413.41 0.24% Share
79 TXN Texas Instrumen...
195.74
-2.04% 13.1K -15.78% 2.35M 172.71 0.24% Share
80 XLP Consumer Staple...
80.59
-0.07% 28.51K +0.01% 2.33M 52.73 0.24% Share
81 CME CME Group Inc.
269.35
+1.49% 8.67K +14.78% 2.3M 220.97 0.24% Share
82 GE GE Aerospace
276.02
+0.23% 11.33K +70.69% 2.27M 177.5 0.23% Share
83 GWW W.W. Grainger, ...
1018.55
+0.17% 2.18K -0.5% 2.15M 485.91 0.22% Share
84 VB Vanguard Small ...
250.77
-0.17% 9.67K -3.29% 2.14M 228.18 0.22% Share
85 ISRG Intuitive Surgi...
441.18
-5.95% 4.22K -12.86% 2.09M 476.66 0.22% Share
86 VZ Verizon Communi...
43.73
-0.16% 45.91K +32.88% 2.08M 44.06 0.21% Share
87 IWM iShares Russell...
233.71
-0.08% 10.42K -2.5% 2.08M 197.54 0.21% Share
88 CPRT Copart, Inc.
48.12
-0.74% 36.13K +21.11% 2.04M 48.7 0.21% Share
89 XMTR Xometry, Inc.
46.71
-8.41% 669 +100.00% 2.01M 24.92 0.21% Share
90 IBM International B...
244.17
+1.11% 8K +39.94% 1.99M 189.77 0.20% Share
91 CYBR CyberArk Softwa...
455.55
+0.53% 5.76K -27.8% 1.95M 160.55 0.20% Share
92 CVLT Commvault Syste...
179.06
+0.16% 11.96K -1.08% 1.89M 71.19 0.19% Share
93 APPF AppFolio, Inc.
276.29
+1.01% 10 +100.00% 1.84M 219.9 0.19% Share
94 PGR The Progressive...
246.73
+0.35% 6.45K +20.88% 1.82M 226.32 0.19% Share
95 WMT Walmart Inc.
99.44
+1.62% 20.04K -23.14% 1.76M 60.47 0.18% Share
96 SHW The Sherwin-Wil...
362.76
+0.51% 5.05K +26.82% 1.76M 310.69 0.18% Share
97 PNC The PNC Financi...
204.97
-0.22% 10K +0.36% 1.76M 147.4 0.18% Share
98 CI The Cigna Group
300.56
-0.05% 5.34K +15.34% 1.76M 345.07 0.18% Share
99 ORCL Oracle Corporat...
223.47
-0.81% 12.12K +2.00% 1.69M 120.15 0.17% Share
100 MRK Merck & Co., In...
84.18
-1.52% 18.46K -8.29% 1.67M 94.82 0.17% Share
101 MO Altria Group, I...
66.61
-0.77% 27.72K +161.37% 1.66M 54.44 0.17% Share
102 CDNS Cadence Design ...
347.32
+1.32% 6.5K +28.31% 1.65M 280.54 0.17% Share
103 COR Cencora, Inc.
295.18
+0.11% 5.89K -4.72% 1.64M 140.6 0.17% Share
104 CRM Salesforce, Inc...
256.40
+1.40% 6.11K +3.84% 1.64M 246.43 0.17% Share
105 PFE Pfizer Inc.
24.77
-0.82% 64.2K +7.08% 1.63M 38.79 0.17% Share
106 NVR NVR, Inc.
8198.50
+0.35% 215 +0.47% 1.56M 9799.86 0.16% Share
107 LOW Lowe's Companie...
260.63
+0.73% 6.68K -2.13% 1.56M 195.62 0.16% Share
108 BX Blackstone Inc.
167.30
-1.33% 10.77K +0.62% 1.51M 98.86 0.15% Share
109 HCA HCA Healthcare,...
407.70
+0.39% 4.36K +1.40% 1.5M 404.52 0.15% Share
110 XLV Health Care Sel...
136.92
-0.47% 10.29K +5.46% 1.5M 110.58 0.15% Share
111 JD JD.com, Inc.
31.20
-1.2% 152 +100.00% 1.5M 41.12 0.15% Share
112 MSCI MSCI Inc.
551.07
-0.51% 2.64K -5.64% 1.5M 555.07 0.15% Share
113 TMO Thermo Fisher S...
484.55
-0.61% 3K +6.08% 1.5M 566.69 0.15% Share
114 BABA Alibaba Group H...
136.45
-1.52% 11.19K +1.84% 1.48M 174.92 0.15% Share
115 TSM Taiwan Semicond...
231.43
+1.33% 8.74K -7.21% 1.46M 82.77 0.15% Share
116 IVW iShares S&P 500...
115.07
+1.05% 15.55K 0.00% 1.44M 76.38 0.15% Share
117 SPOT Spotify Technol...
696.99
+1.07% 2.61K +0.46% 1.44M 170.21 0.15% Share
118 AXP American Expres...
323.71
-2.26% 5.32K +3.46% 1.43M 130.23 0.15% Share
119 MEDP Medpace Holding...
481.23
+1.67% 4.68K -1.51% 1.43M 195.51 0.15% Share
120 RBC RBC Bearings In...
383.63
-1.05% 4.39K -1.57% 1.41M 211.19 0.15% Share
121 SBUX Starbucks Corpo...
87.25
-2.82% 14.35K +5.12% 1.41M 85.45 0.14% Share
122 AIG American Intern...
81.37
+0.39% 16.04K +266.73% 1.39M 83.2 0.14% Share
123 NEE NextEra Energy,...
71.64
-1.39% 19.11K +21.88% 1.36M 70.84 0.14% Share
124 GWRE Guidewire Softw...
219.23
+0.81% 7.22K -1.46% 1.35M 80.74 0.14% Share
125 ITOT iShares Core S&...
140.94
+0.45% 10.87K 0.00% 1.33M 79.54 0.14% Share
126 BMY Bristol-Myers S...
47.50
+0.19% 21.53K +54.52% 1.31M 59.03 0.14% Share
127 ET Energy Transfer...
17.57
-0.71% 70.51K -4.33% 1.31M 9.19 0.13% Share
128 NSC Norfolk Souther...
278.22
-0.01% 5.48K +1.50% 1.3M 227.29 0.13% Share
129 AVAV AeroVironment, ...
238.23
-0.75% 10.87K -1.33% 1.3M 95.95 0.13% Share
130 CMCSA Comcast Corpora...
33.89
-0.7% 34.67K -3.49% 1.28M 38.32 0.13% Share
131 NKE NIKE, Inc.
74.73
+0.59% 19.63K -15.19% 1.26M 102.43 0.13% Share
132 EMR Emerson Electri...
129.45
-1.47% 11.45K +3.93% 1.25M 95.09 0.13% Share
133 AEP American Electr...
110.03
-0.05% 11.38K +59.84% 1.24M 95.51 0.13% Share
134 UPS United Parcel S...
85.30
+0.08% 11.29K -4.36% 1.24M 182.92 0.13% Share
135 FTNT Fortinet, Inc.
76.58
-0.45% 12.86K -15.55% 1.24M 52.41 0.13% Share
136 IVE iShares S&P 500...
202.57
-0.06% 6.48K 0.00% 1.24M 156.88 0.13% Share
137 MDT Medtronic plc
92.26
-1.15% 13.55K -2.16% 1.23M 102.83 0.13% Share
138 CNO CNO Financial G...
39.80
+1.69% 28.98K 0.00% 1.21M 22.03 0.12% Share
139 USB U.S. Bancorp
48.53
+0.03% 28.18K -3.6% 1.2M 48.63 0.12% Share
140 SYY Sysco Corporati...
81.04
+0.61% 15.63K -5.58% 1.17M 80.57 0.12% Share
141 DE Deere & Company
469.13
-1.6% 2.5K +4.70% 1.17M 395.24 0.12% Share
142 IJH iShares Core S&...
64.79
-0.18% 19.99K -1.84% 1.17M 50.4 0.12% Share
143 RTX RTX Corporation
158.08
+0.04% 8.78K +13.97% 1.16M 103.88 0.12% Share
144 CGNT Cognyte Softwar...
8.65
-1.93% 148.1K -1.39% 1.16M 4.91 0.12% Share
145 APD Air Products an...
291.13
-0.36% 3.91K -2.45% 1.15M 273.13 0.12% Share
146 ACWX iShares MSCI AC...
62.45
+0.19% 20.57K -11.53% 1.14M 51.96 0.12% Share
147 PRMB Primo Brands Co...
24.39
-2.32% 17 +100.00% 1.14M 35.47 0.12% Share
148 CAT Caterpillar Inc...
415.17
-0.21% 3.43K +9.98% 1.13M 270.64 0.12% Share
149 GS The Goldman Sac...
730.30
-0.08% 2.06K +22.26% 1.13M 397.8 0.12% Share
150 MDLZ Mondelez Intern...
61.30
-0.79% 16.49K -0.36% 1.13M 62.94 0.12% Share