Legacy Advisors, LLC Top Holdings and 13F Report (2024) About Legacy Advisors, LLCInvestment ActivityLegacy Advisors, LLC has $923.51 million in total holdings as of September 30, 2024.Legacy Advisors, LLC owns shares of 376 different stocks, but just 92 companies or ETFs make up 80% of its holdings.Approximately 9.41% of the portfolio was purchased this quarter.About 4.80% of the portfolio was sold this quarter.This quarter, Legacy Advisors, LLC has purchased 327 new stocks and bought additional shares in 185 stocks.Legacy Advisors, LLC sold shares of 83 stocks and completely divested from 14 stocks this quarter.Largest Holdings MasTec $91,077,874Vertex $83,299,364Apple $34,470,319iShares Russell 1000 ETF $27,672,922Microsoft $24,641,582 Largest New Holdings this Quarter Dimensional U.S. Core Equity 2 ETF $8,173,467 HoldingiShares Core MSCI EAFE ETF $2,165,967 HoldingNVR $2,099,725 HoldingiShares 0-3 Month Treasury Bond ETF $1,776,499 HoldingHCA Healthcare $1,727,734 Holding Largest Purchases this Quarter Dimensional U.S. Core Equity 2 ETF 238,363 shares (about $8.17M)Berkshire Hathaway 11,283 shares (about $5.19M)Broadcom 17,480 shares (about $3.02M)iShares Core S&P Small-Cap ETF 23,567 shares (about $2.76M)Invesco QQQ 4,789 shares (about $2.34M) Largest Sales this Quarter MasTec 254,257 shares (about $31.30M)Fortinet 8,536 shares (about $661.97K)QUALCOMM 3,204 shares (about $544.84K)Starbucks 5,370 shares (about $523.51K)IDEXX Laboratories 826 shares (about $417.31K) 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 PortfolioSectorMTZMasTec$91,077,874$31,299,037 ▼-25.6%739,8699.9%ConstructionVERXVertex$83,299,364$15,982 ▼0.0%2,163,0589.0%Computer and TechnologyAAPLApple$34,470,319$298,474 ▲0.9%147,9413.7%Computer and TechnologyIWBiShares Russell 1000 ETF$27,672,922$4,716 ▼0.0%88,0213.0%ETFMSFTMicrosoft$24,641,582$1,702,268 ▲7.4%57,2662.7%Computer and TechnologyIVViShares Core S&P 500 ETF$24,494,084$9,229 ▼0.0%42,4642.7%ETFIJRiShares Core S&P Small-Cap ETF$22,557,373$2,756,396 ▲13.9%192,8642.4%ETFSPYSPDR S&P 500 ETF Trust$21,497,834$181,310 ▲0.9%37,4682.3%FinanceMETAMeta Platforms$20,411,113$866,110 ▲4.4%35,6562.2%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$20,353,024$222,553 ▼-1.1%230,9172.2%ETFAMZNAmazon.com$14,898,776$2,292,420 ▲18.2%79,9591.6%Retail/WholesaleGOOGLAlphabet$12,837,122$1,333,268 ▲11.6%77,4021.4%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$11,801,026$166,161 ▲1.4%52,2721.3%ETFNVDANVIDIA$11,385,602$17,974 ▼-0.2%93,7481.2%Computer and TechnologyBRK.BBerkshire Hathaway$11,206,410$5,193,113 ▲86.4%24,3481.2%FinanceVOOVanguard S&P 500 ETF$10,697,856$206,430 ▼-1.9%20,2111.2%ETFJNJJohnson & Johnson$9,935,133$363,178 ▲3.8%61,3051.1%MedicalBSYBentley Systems$9,803,857$10,924 ▲0.1%192,9511.1%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$9,721,155$5,127 ▲0.1%17,0651.1%ETFOEFiShares S&P 100 ETF$9,520,594$25,185 ▼-0.3%34,4001.0%ETFUBERUber Technologies$8,629,345$3,683 ▼0.0%114,8130.9%Computer and TechnologyQQQInvesco QQQ$8,190,325$2,337,374 ▲39.9%16,7810.9%FinanceDFACDimensional U.S. Core Equity 2 ETF$8,173,467$8,173,467 ▲New Holding238,3630.9%ETFUNHUnitedHealth Group$7,288,025$531,473 ▲7.9%12,4650.8%MedicalLLYEli Lilly and Company$6,804,505$481,037 ▲7.6%7,6810.7%MedicalMMCMarsh & McLennan Companies$6,343,167$142,779 ▲2.3%28,4330.7%FinanceGOOGAlphabet$6,197,705$366,987 ▼-5.6%39,5350.7%Computer and TechnologyMCDMcDonald's$5,784,343$241,776 ▲4.4%18,9960.6%Retail/WholesaleACNAccenture$5,607,450$140,681 ▼-2.4%15,8640.6%Computer and TechnologyJPMJPMorgan Chase & Co.$5,291,532$181,129 ▲3.5%25,0950.6%FinancePEPPepsiCo$5,273,506$368,492 ▲7.5%31,0120.6%Consumer StaplesGLDSPDR Gold Shares$5,151,414$2,333,376 ▲82.8%21,1940.6%FinanceFULTFulton Financial$5,096,4160.0%281,1040.6%FinanceMAMastercard$5,060,592$599,489 ▲13.4%10,2480.5%Business ServicesTSLATesla$4,995,040$1,234,632 ▲32.8%19,0920.5%Auto/Tires/TrucksHDHome Depot$4,993,655$306,329 ▲6.5%12,3240.5%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$4,500,4310.0%11,9890.5%ETFPGProcter & Gamble$4,336,872$400,433 ▲10.2%25,0400.5%Consumer StaplesABBVAbbVie$4,324,220$399,897 ▲10.2%21,8970.5%MedicalEFXEquifax$4,248,154$261,836 ▼-5.8%14,4560.5%Business ServicesXOMExxon Mobil$4,182,941$701,670 ▲20.2%35,6850.5%Oils/EnergySYKStryker$3,988,952$126,438 ▲3.3%11,0420.4%MedicalINTUIntuit$3,933,029$150,291 ▲4.0%6,3330.4%Computer and TechnologyRBLXRoblox$3,862,880$271,181 ▼-6.6%87,2770.4%Consumer DiscretionaryMELIMercadoLibre$3,787,9180.0%1,8460.4%Retail/WholesaleVOVanguard Mid-Cap ETF$3,750,080$106,587 ▲2.9%14,2140.4%ETFABTAbbott Laboratories$3,724,707$173,067 ▲4.9%32,6700.4%MedicalSDYSPDR S&P Dividend ETF$3,583,8110.0%25,2310.4%ETFCOSTCostco Wholesale$3,452,995$116,134 ▲3.5%3,8950.4%Retail/WholesaleVVisa$3,425,018$670,046 ▲24.3%12,4570.4%Business ServicesAVGOBroadcom$3,375,892$3,015,360 ▲836.4%19,5700.4%Computer and TechnologyVXUSVanguard Total International Stock ETF$3,365,250$10,035 ▼-0.3%51,9810.4%ETFZTSZoetis$3,312,566$399,368 ▲13.7%16,9540.4%MedicalVYMVanguard High Dividend Yield ETF$3,300,8940.0%25,7480.4%ETFADPAutomatic Data Processing$3,222,647$192,741 ▲6.4%11,5870.3%Business ServicesKOCoca-Cola$3,112,308$175,345 ▼-5.3%43,0250.3%Consumer StaplesTXNTexas Instruments$3,111,955$107,416 ▲3.6%15,0650.3%Computer and TechnologyPMPhilip Morris International$3,100,313$91,657 ▲3.0%25,5380.3%Consumer StaplesAPHAmphenol$3,041,843$199,975 ▼-6.2%46,6830.3%Computer and TechnologyAMGNAmgen$3,037,362$19,976 ▲0.7%9,4270.3%MedicalDISWalt Disney$2,987,258$103,500 ▲3.6%31,0560.3%Consumer DiscretionaryCVXChevron$2,871,470$18,409 ▲0.6%19,4980.3%Oils/EnergyKLACKLA$2,829,277$134,764 ▲5.0%3,6530.3%Computer and TechnologyEPDEnterprise Products Partners$2,736,312$26,723 ▲1.0%93,9990.3%Oils/EnergyNOWServiceNow$2,680,487$331,819 ▼-11.0%2,9970.3%Computer and TechnologyGWWW.W. Grainger$2,590,792$33,242 ▼-1.3%2,4940.3%Industrial ProductsAVAVAeroVironment$2,559,782$136,139 ▼-5.0%12,7670.3%AerospaceNKENIKE$2,545,682$129,690 ▼-4.8%28,6780.3%Consumer DiscretionaryVVVanguard Large-Cap ETF$2,491,1500.0%9,4330.3%ETFNFLXNetflix$2,443,087$256,010 ▲11.7%3,4450.3%Consumer DiscretionaryWMWaste Management$2,392,017$102,557 ▲4.5%11,5220.3%Business ServicesXLPConsumer Staples Select Sector SPDR Fund$2,365,849$249 ▲0.0%28,5040.3%ETFMRKMerck & Co., Inc.$2,330,138$62,685 ▼-2.6%20,5190.3%MedicalCYBRCyberArk Software$2,286,806$203,835 ▼-8.2%7,8420.2%Computer and TechnologyLOWLowe's Companies$2,219,887$1,083 ▼0.0%8,1960.2%Retail/WholesaleIEFAiShares Core MSCI EAFE ETF$2,165,967$2,165,967 ▲New Holding27,7510.2%ETFSCHDSchwab US Dividend Equity ETF$2,151,796$94,251 ▼-4.2%25,4560.2%ETFISRGIntuitive Surgical$2,138,945$1,701,233 ▲388.7%4,3540.2%MedicalBRBroadridge Financial Solutions$2,115,470$40,375 ▲1.9%9,7980.2%Business ServicesBACBank of America$2,109,111$200,900 ▲10.5%53,1530.2%FinanceNVRNVR$2,099,725$2,099,725 ▲New Holding2140.2%ConstructionGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$2,053,639$15,740 ▼-0.8%18,1360.2%ETFSBUXStarbucks$2,017,804$523,510 ▼-20.6%20,6980.2%Retail/WholesaleWMBWilliams Companies$1,997,008$154,845 ▲8.4%43,7460.2%Oils/EnergyWMTWalmart$1,982,493$1,373 ▲0.1%24,5510.2%Retail/WholesalePNCThe PNC Financial Services Group$1,898,225$114,607 ▲6.4%10,2690.2%FinanceFIFiserv$1,896,026$686,083 ▲56.7%10,5540.2%Business ServicesORCLOracle$1,883,261$229,699 ▲13.9%11,0520.2%Computer and TechnologyVRSKVerisk Analytics$1,836,705$8,307 ▲0.5%6,8540.2%Business ServicesCVLTCommvault Systems$1,832,954$60,770 ▼-3.2%11,9140.2%Computer and TechnologyTMOThermo Fisher Scientific$1,819,833$54,434 ▲3.1%2,9420.2%MedicalSGOViShares 0-3 Month Treasury Bond ETF$1,776,499$1,776,499 ▲New Holding17,6380.2%ETFIWMiShares Russell 2000 ETF$1,729,697$221 ▲0.0%7,8310.2%FinanceHCAHCA Healthcare$1,727,734$1,727,734 ▲New Holding4,2510.2%MedicalPFEPfizer$1,636,676$146,755 ▲9.8%56,5540.2%MedicalCORCencora$1,633,856$5,852 ▲0.4%7,2590.2%MedicalUPSUnited Parcel Service$1,606,320$2,454 ▼-0.2%11,7820.2%TransportationTSMTaiwan Semiconductor Manufacturing$1,604,016$83,709 ▲5.5%9,2360.2%Computer and TechnologyCIThe Cigna Group$1,589,163$1,358,428 ▲588.7%4,5870.2%MedicalBXBlackstone$1,589,030$98,769 ▼-5.9%10,3770.2%FinanceShowing 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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