Legacy Advisors, LLC Top Holdings and 13F Report (2024) About Legacy Advisors, LLCInvestment ActivityLegacy Advisors, LLC has $1.03 billion in total holdings as of September 30, 2024.Legacy Advisors, LLC owns shares of 410 different stocks, but just 90 companies or ETFs make up 80% of its holdings.Approximately 11.98% of the portfolio was purchased this quarter.About 6.27% of the portfolio was sold this quarter.This quarter, Legacy Advisors, LLC has purchased 376 new stocks and bought additional shares in 198 stocks.Legacy Advisors, LLC sold shares of 106 stocks and completely divested from 19 stocks this quarter.Largest Holdings MasTec $111,450,466Vertex $74,571,510TRUST FOR PROFESSIONAL MANAG $44,605,844Apple $43,175,164iShares Russell 1000 ETF $29,303,996 Largest New Holdings this Quarter SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $1,027,765 HoldingAutoZone $902,801 HoldingGoldman Sachs Access Treasury 0-1 Year ETF $799,470 HoldingW. R. Berkley $691,121 HoldingBLACKROCK INC $667,347 Holding Largest Purchases this Quarter TRUST FOR PROFESSIONAL MANAG 1,690,394 shares (about $43.79M)MasTec 78,777 shares (about $10.72M)Apple 24,470 shares (about $6.13M)NVIDIA 25,254 shares (about $3.39M)Microsoft 4,507 shares (about $1.90M) Largest Sales this Quarter Vertex 765,279 shares (about $40.83M)iShares Core S&P 500 ETF 3,967 shares (about $2.34M)Coca-Cola 16,119 shares (about $1.00M)Eli Lilly and Company 1,288 shares (about $994.31K)Johnson & Johnson 6,116 shares (about $884.50K) 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$111,450,466$10,724,701 ▲10.6%818,64610.8%ConstructionVERXVertex$74,571,510$40,827,635 ▼-35.4%1,397,7797.2%Computer and TechnologyTRUST FOR PROFESSIONAL MANAG$44,605,844$43,790,164 ▲5,368.5%1,721,8814.3%JENSEN QUALITYAAPLApple$43,175,164$6,127,778 ▲16.5%172,4114.2%Computer and TechnologyIWBiShares Russell 1000 ETF$29,303,996$947,150 ▲3.3%90,9612.8%ETFMSFTMicrosoft$26,037,318$1,899,700 ▲7.9%61,7732.5%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$23,580,810$1,359,020 ▲6.1%204,6592.3%ETFSPYSPDR S&P 500 ETF Trust$22,817,026$858,012 ▲3.9%38,9322.2%FinanceIVViShares Core S&P 500 ETF$22,662,414$2,335,294 ▼-9.3%38,4972.2%ETFMETAMeta Platforms$21,613,740$736,579 ▲3.5%36,9142.1%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$20,201,875$211,188 ▼-1.0%228,5282.0%ETFAMZNAmazon.com$19,143,771$1,601,549 ▲9.1%87,2591.9%Retail/WholesaleNVDANVIDIA$15,980,793$3,391,363 ▲26.9%119,0021.6%Computer and TechnologyGOOGLAlphabet$15,067,670$415,512 ▲2.8%79,5971.5%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$12,157,214$3,023 ▲0.0%52,2851.2%ETFBRK.BBerkshire Hathaway$11,763,523$727,061 ▲6.6%25,9521.1%FinanceVOOVanguard S&P 500 ETF$11,681,940$792,051 ▲7.3%21,6811.1%ETFOEFiShares S&P 100 ETF$9,937,459$1,155 ▲0.0%34,4041.0%ETFMDYSPDR S&P MidCap 400 ETF Trust$9,724,113$3,987 ▲0.0%17,0720.9%ETFQQQInvesco QQQ$9,653,435$1,074,592 ▲12.5%18,8830.9%FinanceBSYBentley Systems$9,021,585$10,788 ▲0.1%193,1820.9%Computer and TechnologyGOOGAlphabet$8,292,738$1,167,349 ▲16.4%46,0120.8%Computer and TechnologyDFACDimensional U.S. Core Equity 2 ETF$8,244,9760.0%238,3630.8%ETFTSLATesla$8,216,010$349,407 ▲4.4%19,9400.8%Auto/Tires/TrucksJNJJohnson & Johnson$7,981,440$884,497 ▼-10.0%55,1890.8%MedicalUBERUber Technologies$7,076,019$150,498 ▲2.2%117,3080.7%Computer and TechnologyJPMJPMorgan Chase & Co.$6,384,676$369,153 ▲6.1%26,6350.6%FinanceUNHUnitedHealth Group$6,288,323$17,199 ▼-0.3%12,4310.6%MedicalMMCMarsh & McLennan Companies$5,983,895$55,652 ▼-0.9%28,1710.6%FinanceACNAccenture$5,766,719$186,091 ▲3.3%16,3930.6%Computer and TechnologyMAMastercard$5,682,785$286,456 ▲5.3%10,7920.6%Business ServicesMCDMcDonald's$5,481,697$24,930 ▼-0.5%18,9100.5%Retail/WholesaleFULTFulton Financial$5,470,2840.0%281,1040.5%FinanceGLDSPDR Gold Shares$5,204,342$72,639 ▲1.4%21,4940.5%FinanceRBLXRoblox$5,041,747$8,100 ▼-0.2%87,1370.5%Consumer DiscretionaryAPHAmphenol$4,990,320$1,740,503 ▲53.6%71,6850.5%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$4,975,175$160,632 ▲3.3%12,3890.5%ETFLLYEli Lilly and Company$4,935,275$994,312 ▼-16.8%6,3930.5%MedicalHDHome Depot$4,815,279$21,394 ▲0.4%12,3790.5%Retail/WholesalePEPPepsiCo$4,688,455$69,656 ▼-1.5%30,5580.5%Consumer StaplesAVGOBroadcom$4,619,734$82,537 ▲1.8%19,9260.4%Computer and TechnologyVVisa$4,425,784$488,909 ▲12.4%14,0040.4%Business ServicesINTUIntuit$4,191,370$211,171 ▲5.3%6,6690.4%Computer and TechnologySYKStryker$4,036,473$60,848 ▲1.5%11,2110.4%MedicalZTSZoetis$3,847,626$1,085,286 ▲39.3%23,6150.4%MedicalPGProcter & Gamble$3,805,527$392,473 ▼-9.3%22,6990.4%Consumer StaplesVYMVanguard High Dividend Yield ETF$3,803,203$518,015 ▲15.8%29,8080.4%ETFEFXEquifax$3,750,934$66,772 ▲1.8%14,7180.4%Business ServicesVOVanguard Mid-Cap ETF$3,709,706$44,638 ▼-1.2%14,0450.4%ETFABBVAbbVie$3,698,292$192,804 ▼-5.0%20,8120.4%MedicalABTAbbott Laboratories$3,683,427$11,877 ▼-0.3%32,5650.4%MedicalDISWalt Disney$3,679,206$221,140 ▲6.4%33,0420.4%Consumer DiscretionaryCOSTCostco Wholesale$3,569,651$916 ▲0.0%3,8960.3%Retail/WholesaleXOMExxon Mobil$3,528,511$310,124 ▼-8.1%32,8020.3%Oils/EnergyNOWServiceNow$3,346,799$169,619 ▲5.3%3,1570.3%Computer and TechnologySDYSPDR S&P Dividend ETF$3,333,0150.0%25,2310.3%ETFNFLXNetflix$3,270,707$200,520 ▲6.5%3,6700.3%Consumer DiscretionaryADPAutomatic Data Processing$3,269,236$140,362 ▼-4.1%11,1100.3%Business ServicesVXUSVanguard Total International Stock ETF$3,224,355$161,115 ▲5.3%54,7150.3%ETFPMPhilip Morris International$3,206,846$133,348 ▲4.3%26,6460.3%Consumer StaplesMELIMercadoLibre$3,201,929$62,916 ▲2.0%1,8830.3%Retail/WholesaleCVXChevron$3,183,728$359,638 ▲12.7%21,9810.3%Oils/EnergyVRSKVerisk Analytics$3,057,736$1,169,993 ▲62.0%11,1020.3%Business ServicesEPDEnterprise Products Partners$2,919,166$28,632 ▼-1.0%93,0860.3%Oils/EnergyTXNTexas Instruments$2,916,165$91,318 ▲3.2%15,5520.3%Computer and TechnologyCYBRCyberArk Software$2,655,872$43,310 ▲1.7%7,9720.3%Computer and TechnologyVVVanguard Large-Cap ETF$2,544,0800.0%9,4330.2%ETFISRGIntuitive Surgical$2,529,525$256,815 ▲11.3%4,8460.2%MedicalBACBank of America$2,523,785$187,710 ▲8.0%57,4240.2%FinanceMCOMoody's$2,413,714$1,540,346 ▲176.4%5,0990.2%FinanceVBVanguard Small-Cap ETF$2,402,319$1,323,462 ▲122.7%9,9980.2%ETFWMWaste Management$2,396,992$72,037 ▲3.1%11,8790.2%Business ServicesIWMiShares Russell 2000 ETF$2,361,141$630,831 ▲36.5%10,6860.2%FinanceWMTWalmart$2,360,974$137,394 ▲6.2%26,0680.2%Retail/WholesaleKLACKLA$2,359,886$57,973 ▲2.5%3,7450.2%Computer and TechnologyBRBroadridge Financial Solutions$2,316,467$92,604 ▲4.2%10,2060.2%Business ServicesGWWW.W. Grainger$2,306,261$322,539 ▼-12.3%2,1880.2%Industrial ProductsIEFAiShares Core MSCI EAFE ETF$2,251,664$301,295 ▲15.4%32,0380.2%ETFXLPConsumer Staples Select Sector SPDR Fund$2,241,111$393 ▲0.0%28,5090.2%ETFWMBWilliams Companies$2,227,032$140,495 ▼-5.9%41,1500.2%Oils/EnergyAMGNAmgen$2,193,497$263,501 ▼-10.7%8,4160.2%MedicalFIFiserv$2,190,804$22,802 ▲1.1%10,6650.2%Business ServicesSCHDSchwab US Dividend Equity ETF$2,092,357$1,396,899 ▲200.9%76,5870.2%ETFMRKMerck & Co., Inc.$2,018,285$38,798 ▼-1.9%20,1320.2%MedicalGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$2,012,011$83,420 ▼-4.0%17,4140.2%ETFORCLOracle$1,980,516$138,811 ▲7.5%11,8850.2%Computer and TechnologyTAT&T$1,966,303$360,722 ▲22.5%86,3550.2%Computer and TechnologyCRMSalesforce$1,965,860$408,217 ▲26.2%5,8800.2%Computer and TechnologyPNCThe PNC Financial Services Group$1,920,786$59,591 ▼-3.0%9,9600.2%FinanceTSMTaiwan Semiconductor Manufacturing$1,859,566$35,548 ▲1.9%9,4160.2%Computer and TechnologyBXBlackstone$1,845,239$56,037 ▲3.1%10,7020.2%FinanceCVLTCommvault Systems$1,824,940$27,013 ▲1.5%12,0930.2%Computer and TechnologyCMECME Group$1,798,770$795,248 ▲79.2%7,5570.2%FinanceNKENIKE$1,760,343$420,636 ▼-19.3%23,1470.2%Consumer DiscretionaryNVRNVR$1,750,2850.0%2140.2%ConstructionAPPLOVIN CORP$1,739,096$475,418 ▼-21.5%5,3700.2%COM CL ACPRTCopart$1,712,058$63,186 ▲3.8%29,8320.2%Business ServicesAVAVAeroVironment$1,695,405$269,307 ▼-13.7%11,0170.2%AerospaceLOWLowe's Companies$1,683,670$339,103 ▼-16.8%6,8220.2%Retail/WholesaleMSCIMSCI$1,681,228$1,022,417 ▲155.2%2,8020.2%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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