Legacy Advisors, LLC
CIK Number: 0001720969
Main Sectors:
Top Industries:
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. | 204.44 | -0.73% | 776.69K | -5.13% | 90.65M | 90.04 | 9.33% | Share |
| 2 | VERX | Vertex, Inc. | 24.61 | -1.2% | 1.32M | -5.29% | 46.35M | 26.54 | 4.77% | Share |
| 3 | JGRW | Jensen Quality ... | 26.91 | -0.75% | 1.67M | -3.01% | 42.55M | 25.92 | 4.38% | Share |
| 4 | AAPL | Apple Inc. | 256.87 | +1.81% | 188.43K | +9.29% | 41.85M | 158.27 | 4.31% | Share |
| 5 | IWB | iShares Russell... | 361.35 | -0.51% | 90.39K | -0.62% | 27.73M | 242.66 | 2.85% | Share |
| 6 | MSFT | Microsoft Corpo... | 506.91 | -0.64% | 63.71K | +3.14% | 23.92M | 284.2 | 2.46% | Share |
| 7 | IJR | iShares Core S&... | 117.27 | -0.9% | 215.76K | +5.42% | 22.56M | 99.89 | 2.32% | Share |
| 8 | SPY | SPDR S&P 500 ET... | 657.97 | -0.47% | 40.31K | +3.53% | 22.55M | 381.83 | 2.32% | Share |
| 9 | IVV | iShares Core S&... | 661.15 | -0.47% | 38.72K | +0.59% | 21.76M | 382.34 | 2.24% | Share |
| 10 | META | Meta Platforms,... | 748.91 | -1.54% | 35.72K | -3.24% | 20.59M | 307.36 | 2.12% | Share |
| 11 | IWR | iShares Russell... | 95.14 | -0.78% | 230K | +0.64% | 19.57M | 72.61 | 2.01% | Share |
| 12 | AMZN | Amazon.com, Inc... | 218.15 | -0.94% | 87.26K | -0.00% | 16.6M | 139.03 | 1.71% | Share |
| 13 | BRK-B | Berkshire Hatha... | 495.15 | -0.39% | 25.92K | -0.13% | 13.8M | 383.99 | 1.42% | Share |
| 14 | NVDA | NVIDIA Corporat... | 177.69 | +0.40% | 124.71K | +4.80% | 13.52M | 79.65 | 1.39% | Share |
| 15 | GOOGL | Alphabet Inc. | 245.76 | -0.56% | 83.94K | +5.45% | 12.98M | 115.99 | 1.34% | Share |
| 16 | VOO | Vanguard S&P 50... | 606.64 | -0.47% | 23.76K | +9.61% | 12.21M | 361.46 | 1.26% | Share |
| 17 | XLK | Technology Sele... | 277.94 | -0.2% | 52.59K | +0.59% | 10.86M | 140.6 | 1.12% | Share |
| 18 | MDY | SPDR S&P MIDCAP... | 590.73 | -0.56% | 17.08K | +0.06% | 9.11M | 332.14 | 0.94% | Share |
| 19 | UBER | Uber Technologi... | 97.58 | -0.21% | 119.24K | +1.65% | 8.69M | 31.77 | 0.89% | Share |
| 20 | JNJ | Johnson & Johns... | 177.75 | +0.60% | 52.2K | -5.42% | 8.66M | 162.36 | 0.89% | Share |
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