Legacy Advisors, LLC
CIK Number: 0001720969
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | MTZ | MasTec, Inc. | 170.82 | +1.34% | 818.65K | +10.65% | 111.45M | 90.04 | 10.81% |
| 2 | VERX | Vertex, Inc. | 34.00 | +1.64% | 1.4M | -35.38% | 74.57M | 26.54 | 7.24% |
| 3 | JGRW | Jensen Quality ... | 26.20 | +0.44% | 1.72M | +5.37K% | 44.61M | 25.92 | 4.33% |
| 4 | AAPL | Apple Inc. | 201.21 | -0.18% | 172.41K | +16.54% | 43.18M | 152.34 | 4.19% |
| 5 | IWB | iShares Russell... | 336.34 | +0.86% | 90.96K | +3.34% | 29.3M | 242.66 | 2.84% |
| 6 | MSFT | Microsoft Corpo... | 497.50 | +1.06% | 61.77K | +7.87% | 26.04M | 281.33 | 2.53% |
| 7 | IJR | iShares Core S&... | 109.20 | +1.52% | 204.66K | +6.12% | 23.58M | 99.64 | 2.29% |
| 8 | SPY | SPDR S&P 500 ET... | 611.96 | +0.80% | 38.93K | +3.91% | 22.82M | 375.57 | 2.21% |
| 9 | IVV | iShares Core S&... | 614.96 | +0.82% | 38.5K | -9.34% | 22.66M | 381.29 | 2.20% |
| 10 | META | Meta Platforms,... | 726.45 | +2.51% | 36.91K | +3.53% | 21.61M | 307.36 | 2.10% |
| 11 | IWR | iShares Russell... | 91.43 | +0.95% | 228.53K | -1.03% | 20.2M | 72.53 | 1.96% |
| 12 | AMZN | Amazon.com, Inc... | 217.26 | +2.49% | 87.26K | +9.13% | 19.14M | 139.03 | 1.86% |
| 13 | NVDA | NVIDIA Corporat... | 155.10 | +0.51% | 119K | +26.94% | 15.98M | 78.27 | 1.55% |
| 14 | GOOGL | Alphabet Inc. | 173.50 | +1.65% | 79.6K | +2.84% | 15.07M | 113.88 | 1.46% |
| 15 | XLK | Technology Sele... | 251.16 | +0.73% | 52.28K | +0.02% | 12.16M | 140.21 | 1.18% |
| 16 | BRK-B | Berkshire Hatha... | 485.71 | -0.1% | 25.95K | +6.59% | 11.76M | 383.99 | 1.14% |
| 17 | VOO | Vanguard 500 In... | 564.28 | +0.81% | 21.68K | +7.27% | 11.68M | 346.81 | 1.13% |
| 18 | OEF | iShares S&P 100... | 301.37 | +0.90% | 34.4K | +0.01% | 9.94M | 167.98 | 0.96% |
| 19 | MDY | SPDR S&P MIDCAP... | 565.37 | +1.38% | 17.07K | +0.04% | 9.72M | 332.02 | 0.94% |
| 20 | QQQ | Invesco QQQ Tru... | 546.29 | +0.95% | 18.88K | +12.53% | 9.65M | 351.55 | 0.94% |
| 21 | BSY | Bentley Systems... | 52.66 | +0.46% | 193.18K | +0.12% | 9.02M | 64.61 | 0.88% |
| 22 | GOOG | Alphabet Inc. | 174.38 | +1.69% | 46.01K | +16.38% | 8.29M | 120.29 | 0.80% |
| 23 | DFAC | Dimensional U.S... | 35.55 | +1.01% | 238.36K | 0.00% | 8.24M | 34.29 | 0.80% |
| 24 | TSLA | Tesla, Inc. | 326.14 | -0.43% | 19.93K | +7.80% | 8.05M | 257.07 | 0.78% |
| 25 | JNJ | Johnson & Johns... | 152.17 | -0.07% | 55.19K | -9.98% | 7.98M | 162.36 | 0.77% |
| 26 | UBER | Uber Technologi... | 93.11 | +2.43% | 117.31K | +2.17% | 7.08M | 31.09 | 0.69% |
| 27 | JPM | JPMorgan Chase ... | 288.83 | +1.68% | 26.64K | +6.14% | 6.38M | 157.25 | 0.62% |
| 28 | UNH | UnitedHealth Gr... | 302.52 | +0.17% | 12.43K | -0.27% | 6.29M | 507.35 | 0.61% |
| 29 | MMC | Marsh & McLenna... | 215.94 | -0.17% | 28.17K | -0.92% | 5.98M | 172.46 | 0.58% |
| 30 | ACN | Accenture plc | 296.02 | +0.48% | 16.39K | +3.33% | 5.77M | 302.68 | 0.56% |
| 31 | MA | Mastercard Inco... | 546.24 | -0.63% | 10.79K | +5.31% | 5.68M | 390.03 | 0.55% |
| 32 | MCD | McDonald's Corp... | 285.78 | +0.08% | 18.91K | -0.45% | 5.48M | 280.97 | 0.53% |
| 33 | FULT | Fulton Financia... | 18.32 | +3.01% | 281.1K | 0.00% | 5.47M | 18.22 | 0.53% |
| 34 | GLD | SPDR Gold Share... | 306.79 | -0.11% | 21.49K | +1.42% | 5.2M | 195.25 | 0.51% |
| 35 | RBLX | Roblox Corporat... | 104.92 | +2.02% | 87.14K | -0.16% | 5.04M | 89.19 | 0.49% |
| 36 | APH | Amphenol Corpor... | 97.03 | +0.01% | 71.69K | +53.56% | 4.99M | 49.92 | 0.48% |
| 37 | IWF | iShares Russell... | 419.42 | +0.96% | 12.39K | +3.34% | 4.98M | 237.4 | 0.48% |
| 38 | LLY | Eli Lilly and C... | 795.71 | +0.43% | 6.39K | -16.77% | 4.94M | 608.44 | 0.48% |
| 39 | HD | The Home Depot,... | 363.71 | +0.51% | 12.38K | +0.45% | 4.82M | 313.87 | 0.47% |
| 40 | PEP | PepsiCo, Inc. | 128.20 | +0.14% | 30.56K | -1.46% | 4.69M | 172.03 | 0.45% |
| 41 | AVGO | Broadcom Inc. | 270.21 | +2.10% | 19.93K | +1.82% | 4.62M | 125.37 | 0.45% |
| 42 | V | Visa Inc. | 346.26 | +0.29% | 14K | +12.42% | 4.43M | 252.97 | 0.43% |
| 43 | INTU | Intuit Inc. | 773.08 | +2.01% | 6.67K | +5.31% | 4.19M | 476.36 | 0.41% |
| 44 | SYK | Stryker Corpora... | 390.56 | -0.43% | 11.21K | +1.53% | 4.04M | 257.53 | 0.39% |
| 45 | ZTS | Zoetis Inc. | 155.91 | -0.84% | 23.61K | +39.29% | 3.85M | 169.92 | 0.37% |
| 46 | PG | The Procter & G... | 158.66 | -0.19% | 22.7K | -9.35% | 3.81M | 149.57 | 0.37% |
| 47 | VYM | Vanguard High D... | 132.15 | +0.88% | 29.81K | +15.77% | 3.8M | 110.73 | 0.37% |
| 48 | EFX | Equifax Inc. | 256.27 | -0.68% | 14.72K | +1.81% | 3.75M | 165.78 | 0.36% |
| 49 | VO | Vanguard Mid Ca... | 277.93 | +0.78% | 14.04K | -1.19% | 3.71M | 225.56 | 0.36% |
| 50 | ABBV | AbbVie Inc. | 186.97 | +0.85% | 20.81K | -4.96% | 3.7M | 145.87 | 0.36% |
| 51 | ABT | Abbott Laborato... | 133.70 | -2.69% | 32.56K | -0.32% | 3.68M | 110.4 | 0.36% |
| 52 | DIS | The Walt Disney... | 121.64 | +1.86% | 33.04K | +6.39% | 3.68M | 98.08 | 0.36% |
| 53 | COST | Costco Wholesal... | 983.03 | -0.36% | 3.9K | +0.03% | 3.57M | 596.2 | 0.35% |
| 54 | XOM | Exxon Mobil Cor... | 110.07 | +1.57% | 32.8K | -8.08% | 3.53M | 104.61 | 0.34% |
| 55 | NOW | ServiceNow, Inc... | 1012.00 | +0.68% | 3.16K | +5.34% | 3.35M | 309.64 | 0.32% |
| 56 | SDY | SPDR S&P Divide... | 134.87 | +0.67% | 25.23K | 0.00% | 3.33M | 124.19 | 0.32% |
| 57 | NFLX | Netflix, Inc. | 1306.80 | +2.47% | 3.67K | +6.53% | 3.27M | 458.84 | 0.32% |
| 58 | ADP | Automatic Data ... | 303.09 | +1.64% | 11.11K | -4.12% | 3.27M | 230 | 0.32% |
| 59 | VXUS | Vanguard Total ... | 68.64 | +1.01% | 54.72K | +5.26% | 3.22M | 57.84 | 0.31% |
| 60 | PM | Philip Morris I... | 180.65 | +0.58% | 26.65K | +4.34% | 3.21M | 98.33 | 0.31% |
| 61 | MELI | MercadoLibre, I... | 2559.97 | +0.77% | 1.88K | +2.00% | 3.2M | 326.47 | 0.31% |
| 62 | CVX | Chevron Corpora... | 144.42 | +0.83% | 21.98K | +12.73% | 3.18M | 157.34 | 0.31% |
| 63 | VRSK | Verisk Analytic... | 305.17 | +0.33% | 11.1K | +61.98% | 3.06M | 236.95 | 0.30% |
| 64 | EPD | Enterprise Prod... | 31.09 | +1.11% | 93.09K | -0.97% | 2.92M | 22.44 | 0.28% |
| 65 | TXN | Texas Instrumen... | 206.37 | +0.48% | 15.55K | +3.23% | 2.92M | 172.71 | 0.28% |
| 66 | CYBR | CyberArk Softwa... | 403.86 | +1.11% | 7.97K | +1.66% | 2.66M | 160.55 | 0.26% |
| 67 | VV | Vanguard Large ... | 283.29 | +0.67% | 9.43K | 0.00% | 2.54M | 223.1 | 0.25% |
| 68 | ISRG | Intuitive Surgi... | 534.45 | +2.46% | 4.85K | +11.30% | 2.53M | 476.66 | 0.25% |
| 69 | BAC | Bank of America... | 47.51 | +1.40% | 57.42K | +8.04% | 2.52M | 31.36 | 0.24% |
| 70 | MCO | Moody's Corpora... | 482.31 | +0.14% | 5.1K | +176.37% | 2.41M | 413.3 | 0.23% |
| 71 | VB | Vanguard Small ... | 237.05 | +1.40% | 10K | +122.67% | 2.4M | 228.18 | 0.23% |
| 72 | WM | Waste Managemen... | 226.77 | -0.79% | 11.88K | +3.10% | 2.4M | 166.41 | 0.23% |
| 73 | IWM | iShares Russell... | 215.50 | +1.67% | 10.69K | +36.46% | 2.36M | 197.54 | 0.23% |
| 74 | WMT | Walmart Inc. | 96.16 | -1.13% | 26.07K | +6.18% | 2.36M | 60.47 | 0.23% |
| 75 | KLAC | KLA Corporation | 903.10 | +1.08% | 3.75K | +2.52% | 2.36M | 513.73 | 0.23% |
| 76 | BR | Broadridge Fina... | 239.45 | +0.54% | 10.21K | +4.16% | 2.32M | 160.93 | 0.22% |
| 77 | GWW | W.W. Grainger, ... | 1016.00 | -0.77% | 2.19K | -12.27% | 2.31M | 485.91 | 0.22% |
| 78 | IEFA | iShares Core MS... | 82.55 | +1.22% | 32.04K | +15.45% | 2.25M | 77.01 | 0.22% |
| 79 | XLP | Consumer Staple... | 80.14 | -0.12% | 28.51K | +0.02% | 2.24M | 52.73 | 0.22% |
| 80 | WMB | The Williams Co... | 62.84 | +3.53% | 41.15K | -5.93% | 2.23M | 33.76 | 0.22% |
| 81 | AMGN | Amgen Inc. | 279.05 | -0.47% | 8.42K | -10.72% | 2.19M | 237.68 | 0.21% |
| 82 | FI | Fiserv, Inc. | 171.40 | +0.61% | 10.66K | +1.05% | 2.19M | 147.59 | 0.21% |
| 83 | SCHD | Schwab U.S. Div... | 26.39 | +0.71% | 76.59K | +200.86% | 2.09M | 24.44 | 0.20% |
| 84 | MRK | Merck & Co., In... | 78.92 | -0.94% | 20.13K | -1.89% | 2.02M | 94.82 | 0.20% |
| 85 | GSLC | Goldman Sachs A... | 120.14 | +0.76% | 17.41K | -3.98% | 2.01M | 78.53 | 0.20% |
| 86 | ORCL | Oracle Corporat... | 213.02 | +1.09% | 11.88K | +7.54% | 1.98M | 119.75 | 0.19% |
| 87 | T | AT&T Inc. | 28.04 | +0.41% | 86.36K | +22.47% | 1.97M | 20.32 | 0.19% |
| 88 | CRM | Salesforce, Inc... | 270.60 | +1.06% | 5.88K | +26.21% | 1.97M | 245.58 | 0.19% |
| 89 | PNC | The PNC Financi... | 185.72 | +1.76% | 9.96K | -3.01% | 1.92M | 147.29 | 0.19% |
| 90 | TSM | Taiwan Semicond... | 224.01 | +0.57% | 9.42K | +1.95% | 1.86M | 82.77 | 0.18% |
| 91 | BX | Blackstone Inc. | 148.20 | +3.22% | 10.7K | +3.13% | 1.85M | 98.6 | 0.18% |
| 92 | CVLT | Commvault Syste... | 175.14 | +0.99% | 12.09K | +1.50% | 1.82M | 71.19 | 0.18% |
| 93 | CME | CME Group Inc. | 272.92 | -0.04% | 7.56K | +79.25% | 1.8M | 214.42 | 0.17% |
| 94 | NKE | NIKE, Inc. | 62.65 | +2.99% | 23.15K | -19.29% | 1.76M | 102.43 | 0.17% |
| 95 | NVR | NVR, Inc. | 7276.08 | +1.15% | 214 | 0.00% | 1.75M | 9811.8 | 0.17% |
| 96 | APP | AppLovin Corpor... | 347.51 | +2.57% | 5.37K | -21.47% | 1.74M | 69.14 | 0.17% |
| 97 | CPRT | Copart, Inc. | 48.26 | +0.24% | 29.83K | +3.83% | 1.71M | 47.03 | 0.17% |
| 98 | AVAV | AeroVironment, ... | 272.57 | +16.02% | 11.02K | -13.71% | 1.7M | 95.95 | 0.16% |
| 99 | LOW | Lowe's Companie... | 221.42 | +0.33% | 6.82K | -16.76% | 1.68M | 195.62 | 0.16% |
| 100 | MSCI | MSCI Inc. | 566.72 | -0.57% | 2.8K | +155.19% | 1.68M | 555.07 | 0.16% |
| 101 | KO | The Coca-Cola C... | 69.48 | -0.21% | 26.91K | -37.46% | 1.68M | 61.66 | 0.16% |
| 102 | PFE | Pfizer Inc. | 24.28 | +0.08% | 59.96K | +6.02% | 1.59M | 39.74 | 0.15% |
| 103 | MEDP | Medpace Holding... | 306.91 | -1.36% | 4.75K | +3.53% | 1.58M | 195.51 | 0.15% |
| 104 | IVW | iShares S&P 500... | 108.89 | +0.98% | 15.55K | 0.00% | 1.58M | 76.38 | 0.15% |
| 105 | AXP | American Expres... | 311.66 | +0.99% | 5.15K | +2.39% | 1.53M | 125.43 | 0.15% |
| 106 | CDNS | Cadence Design ... | 303.65 | +2.06% | 5.07K | +117.20% | 1.52M | 287.96 | 0.15% |
| 107 | UPS | United Parcel S... | 100.72 | +1.36% | 11.8K | +0.16% | 1.49M | 182.92 | 0.14% |
| 108 | TMO | Thermo Fisher S... | 411.91 | +0.31% | 2.83K | -3.81% | 1.47M | 570.89 | 0.14% |
| 109 | ET | Energy Transfer... | 18.20 | +3.03% | 73.7K | -3.7% | 1.44M | 9.19 | 0.14% |
| 110 | FTNT | Fortinet, Inc. | 103.89 | +0.19% | 15.23K | +2.63% | 1.44M | 52.41 | 0.14% |
| 111 | IEMG | iShares Core MS... | 59.96 | +0.69% | 26.85K | 0.00% | 1.4M | 57.41 | 0.14% |
| 112 | USB | U.S. Bancorp | 45.64 | +1.83% | 29.23K | -6.64% | 1.4M | 48.63 | 0.14% |
| 113 | ITOT | iShares Core S&... | 133.78 | +0.92% | 10.87K | 0.00% | 1.4M | 79.54 | 0.14% |
| 114 | ROST | Ross Stores, In... | 126.61 | -0.53% | 9.2K | -8.42% | 1.39M | 92.23 | 0.14% |
| 115 | VZ | Verizon Communi... | 42.13 | +0.01% | 34.55K | -0.66% | 1.38M | 43.63 | 0.13% |
| 116 | EMR | Emerson Electri... | 132.87 | +2.65% | 11.01K | +12.27% | 1.36M | 94.51 | 0.13% |
| 117 | SHW | The Sherwin-Wil... | 342.00 | -0.47% | 3.98K | +5.46% | 1.35M | 300.36 | 0.13% |
| 118 | CMCSA | Comcast Corpora... | 35.22 | +1.08% | 35.92K | +11.72% | 1.35M | 38.32 | 0.13% |
| 119 | XLV | Health Care Sel... | 134.22 | +0.24% | 9.76K | +1.91% | 1.34M | 108.65 | 0.13% |
| 120 | RBC | RBC Bearings In... | 387.33 | +1.78% | 4.46K | +1.66% | 1.34M | 211.19 | 0.13% |
| 121 | CDW | CDW Corporation | 177.33 | -0.28% | 7.58K | +216.49% | 1.32M | 184.06 | 0.13% |
| 122 | CGNT | Cognyte Softwar... | 9.35 | +2.30% | 150.2K | +8.02% | 1.3M | 4.91 | 0.13% |
| 123 | MANH | Manhattan Assoc... | 194.19 | +1.42% | 4.8K | -8.4% | 1.3M | 133.99 | 0.13% |
| 124 | HCA | HCA Healthcare,... | 378.02 | +1.02% | 4.29K | +1.04% | 1.29M | 405.34 | 0.13% |
| 125 | CI | Cigna Corporati... | 328.47 | +3.95% | 4.63K | +0.92% | 1.28M | 347.54 | 0.12% |
| 126 | PGR | The Progressive... | 261.70 | +0.78% | 5.33K | +51.32% | 1.28M | 214.48 | 0.12% |
| 127 | IJH | iShares Core S&... | 61.88 | +1.38% | 20.37K | 0.00% | 1.27M | 50.4 | 0.12% |
| 128 | NSC | Norfolk Souther... | 255.65 | +0.17% | 5.4K | 0.00% | 1.27M | 227.14 | 0.12% |
| 129 | SYY | Sysco Corporati... | 74.55 | -0.67% | 16.55K | -9.35% | 1.27M | 80.57 | 0.12% |
| 130 | IBM | International B... | 292.32 | +0.43% | 5.71K | +42.04% | 1.26M | 166.24 | 0.12% |
| 131 | SBUX | Starbucks Corpo... | 91.88 | +0.85% | 13.65K | -34.05% | 1.25M | 84.81 | 0.12% |
| 132 | NNE | Nano Nuclear En... | 35.69 | +0.04% | 50K | 0.00% | 1.24M | 14.41 | 0.12% |
| 133 | IVE | iShares S&P 500... | 193.80 | +0.67% | 6.48K | 0.00% | 1.24M | 156.88 | 0.12% |
| 134 | GWRE | Guidewire Softw... | 234.98 | -0.44% | 7.33K | -9.73% | 1.24M | 80.74 | 0.12% |
| 135 | NVO | Novo Nordisk A/... | 67.75 | +0.60% | 14.25K | +62.97% | 1.23M | 113.21 | 0.12% |
| 136 | ACWX | iShares MSCI AC... | 60.59 | +1.00% | 23.25K | +473.55% | 1.21M | 51.96 | 0.12% |
| 137 | FDS | FactSet Researc... | 437.59 | -0.52% | 2.49K | +2.01% | 1.2M | 412.6 | 0.12% |
| 138 | NICE | NICE Ltd. | 165.72 | +0.11% | 7.01K | +9.16% | 1.19M | 201.29 | 0.12% |
| 139 | HON | Honeywell Inter... | 226.44 | +2.10% | 5.21K | +4.93% | 1.18M | 205.84 | 0.11% |
| 140 | SPOT | Spotify Technol... | 775.90 | +5.38% | 2.6K | +0.04% | 1.16M | 168.45 | 0.11% |
| 141 | APD | Air Products an... | 283.10 | +0.39% | 4.01K | -19.72% | 1.16M | 273.13 | 0.11% |
| 142 | DHR | Danaher Corpora... | 201.71 | +0.35% | 4.98K | -0.14% | 1.14M | 219.36 | 0.11% |
| 143 | CAT | Caterpillar Inc... | 382.01 | +2.81% | 3.12K | 0.00% | 1.13M | 264.73 | 0.11% |
| 144 | NEE | NextEra Energy,... | 71.02 | +0.97% | 15.68K | +8.77% | 1.12M | 70.82 | 0.11% |
| 145 | GE | General Electri... | 251.50 | +0.64% | 6.64K | +10.80% | 1.11M | 161.48 | 0.11% |
| 146 | MDT | Medtronic plc | 86.28 | +0.36% | 13.85K | +1.26% | 1.11M | 102.83 | 0.11% |
| 147 | MCHP | Microchip Techn... | 70.80 | -1.12% | 19.29K | -1.91% | 1.11M | 70.64 | 0.11% |
| 148 | STZ | Constellation B... | 161.30 | -0.14% | 4.98K | -8.06% | 1.1M | 256.98 | 0.11% |
| 149 | RMD | ResMed Inc. | 256.48 | -0.55% | 4.74K | +1.74% | 1.08M | 204.04 | 0.11% |
| 150 | CNO | CNO Financial G... | 38.30 | +2.24% | 28.98K | -10.22% | 1.08M | 22.03 | 0.10% |