Legacy Advisors, LLC Q1 2025 Filing
Filed April 23, 2025
Portfolio Value
$971.6B
Holdings
432
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (432 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MTZMASTEC INC | 776,687 | $90.6B | 9.33% | |
| 2 | VERXVERTEX INC | 1,323,779 | $46.3B | 4.77% | |
| 3 | JGRWTRUST FOR PROFESSIONAL MANAG | 1,670,000 | $42.5B | 4.38% | |
| 4 | AAPLAPPLE INC | 188,425 | $41.9B | 4.31% | |
| 5 | IWBISHARES TR | 90,394 | $27.7B | 2.85% | |
| 6 | MSFTMICROSOFT CORP | 63,714 | $23.9B | 2.46% | |
| 7 | IJRISHARES TR | 215,758 | $22.6B | 2.32% | |
| 8 | SPYSPDR S&P 500 ETF TR | 40,306 | $22.5B | 2.32% | |
| 9 | IVVISHARES TR | 38,724 | $21.8B | 2.24% | |
| 10 | METAMETA PLATFORMS INC | 35,717 | $20.6B | 2.12% | |
| 11 | IWRISHARES TR | 229,995 | $19.6B | 2.01% | |
| 12 | AMZNAMAZON COM INC | 87,256 | $16.6B | 1.71% | |
| 13 | BRK/BBERKSHIRE HATHAWAY INC DEL | 25,918 | $13.8B | 1.42% | |
| 14 | NVDANVIDIA CORPORATION | 124,712 | $13.5B | 1.39% | |
| 15 | GOOGLALPHABET INC | 83,937 | $13.0B | 1.34% | |
| 16 | VOOVANGUARD INDEX FDS | 23,764 | $12.2B | 1.26% | |
| 17 | XLKSELECT SECTOR SPDR TR | 52,594 | $10.9B | 1.12% | |
| 18 | MDYSPDR S&P MIDCAP 400 ETF TR | 17,082 | $9.1B | 0.94% | |
| 19 | UBERUBER TECHNOLOGIES INC | 119,238 | $8.7B | 0.89% | |
| 20 | JNJJOHNSON & JOHNSON | 52,198 | $8.7B | 0.89% | |
| 21 | OEFISHARES TR | 29,050 | $7.9B | 0.81% | |
| 22 | BSYBENTLEY SYS INC | 193,599 | $7.6B | 0.78% | |
| 23 | NDQINVESCO QQQ TR | 15,848 | $7.4B | 0.76% | |
| 24 | MRSHMARSH & MCLENNAN COS INC | 28,826 | $7.0B | 0.72% | |
| 25 | JPMJPMORGAN CHASE & CO. | 26,697 | $6.5B | 0.67% | |
| 26 | GOOGALPHABET INC | 43,908 | $6.5B | 0.67% | |
| 27 | MCDMCDONALDS CORP | 19,304 | $6.0B | 0.62% | |
| 28 | UNHUNITEDHEALTH GROUP INC | 11,397 | $6.0B | 0.61% | |
| 29 | MAMASTERCARD INCORPORATED | 10,494 | $5.8B | 0.59% | |
| 30 | TSLATESLA INC | 21,492 | $5.6B | 0.57% | Call |
| 31 | ABTABBOTT LABS | 40,313 | $5.3B | 0.55% | |
| 32 | FULTFULTON FINL CORP PA | 281,104 | $5.1B | 0.52% | |
| 33 | RBLXROBLOX CORP | 86,982 | $5.1B | 0.52% | |
| 34 | ACNACCENTURE PLC IRELAND | 16,090 | $5.0B | 0.52% | |
| 35 | XOMEXXON MOBIL CORP | 40,106 | $4.8B | 0.49% | |
| 36 | IWFISHARES TR | 12,989 | $4.7B | 0.48% | |
| 37 | ABBVABBVIE INC | 21,983 | $4.6B | 0.47% | |
| 38 | VVISA INC | 13,137 | $4.6B | 0.47% | |
| 39 | VXUSVANGUARD STAR FDS | 74,016 | $4.6B | 0.47% | |
| 40 | APHAMPHENOL CORP NEW | 68,519 | $4.5B | 0.46% | |
| 41 | CVXCHEVRON CORP NEW | 26,607 | $4.5B | 0.46% | |
| 42 | LLYELI LILLY & CO | 5,350 | $4.4B | 0.45% | |
| 43 | BEKEKE HLDGS INC | 130 | $4.4B | 0.45% | |
| 44 | G7AGRUPO AEROPORTUARIO DEL CENT | 20 | $4.4B | 0.45% | |
| 45 | SYKSTRYKER CORPORATION | 11,580 | $4.3B | 0.44% | |
| 46 | HDHOME DEPOT INC | 11,393 | $4.2B | 0.43% | |
| 47 | INTUINTUIT | 6,776 | $4.2B | 0.43% | |
| 48 | PGPROCTER AND GAMBLE CO | 24,043 | $4.1B | 0.42% | |
| 49 | ZTSZOETIS INC | 23,966 | $3.9B | 0.41% | |
| 50 | VYMVANGUARD WHITEHALL FDS | 29,808 | $3.8B | 0.40% | |
| 51 | COSTCOSTCO WHSL CORP NEW | 4,029 | $3.8B | 0.39% | |
| 52 | 4I1PHILIP MORRIS INTL INC | 23,648 | $3.8B | 0.39% | |
| 53 | MLB1MERCADOLIBRE INC | 1,883 | $3.7B | 0.38% | |
| 54 | EFXEQUIFAX INC | 14,859 | $3.6B | 0.37% | |
| 55 | SCHDSCHWAB STRATEGIC TR | 127,927 | $3.6B | 0.37% | |
| 56 | VTIVANGUARD INDEX FDS | 12,972 | $3.6B | 0.37% | |
| 57 | VOVANGUARD INDEX FDS | 13,562 | $3.5B | 0.36% | |
| 58 | GQ9SPDR GOLD TR | 11,894 | $3.4B | 0.35% | |
| 59 | SDYSPDR SER TR | 25,231 | $3.4B | 0.35% | |
| 60 | PEPPEPSICO INC | 22,728 | $3.4B | 0.35% | |
| 61 | AVGOBROADCOM INC | 19,871 | $3.3B | 0.34% | |
| 62 | DISDISNEY WALT CO | 32,756 | $3.2B | 0.33% | |
| 63 | ADPAUTOMATIC DATA PROCESSING IN | 10,481 | $3.2B | 0.33% | |
| 64 | EPDENTERPRISE PRODS PARTNERS L | 93,920 | $3.2B | 0.33% | |
| 65 | NFLXNETFLIX INC | 3,360 | $3.1B | 0.32% | |
| 66 | WMWASTE MGMT INC DEL | 12,154 | $2.8B | 0.29% | |
| 67 | VRSKVERISK ANALYTICS INC | 9,356 | $2.8B | 0.29% | |
| 68 | AMGNAMGEN INC | 8,843 | $2.8B | 0.28% | |
| 69 | FISVFISERV INC | 12,475 | $2.8B | 0.28% | |
| 70 | KOCOCA COLA CO | 37,611 | $2.7B | 0.28% | |
| 71 | KLACKLA CORP | 3,877 | $2.6B | 0.27% | |
| 72 | BRBROADRIDGE FINL SOLUTIONS IN | 10,598 | $2.6B | 0.27% | |
| 73 | NOWSERVICENOW INC | 3,213 | $2.6B | 0.26% | |
| 74 | WMBWILLIAMS COS INC | 42,011 | $2.5B | 0.26% | |
| 75 | TAT&T INC | 88,303 | $2.5B | 0.26% | |
| 76 | BACBANK AMERICA CORP | 59,478 | $2.5B | 0.26% | |
| 77 | VVVANGUARD INDEX FDS | 9,433 | $2.4B | 0.25% | |
| 78 | MCOMOODYS CORP | 5,110 | $2.4B | 0.24% | |
| 79 | TXNTEXAS INSTRS INC | 13,098 | $2.4B | 0.24% | |
| 80 | XLFISELECT SECTOR SPDR TR | 28,513 | $2.3B | 0.24% | |
| 81 | CMECME GROUP INC | 8,674 | $2.3B | 0.24% | |
| 82 | GEGE AEROSPACE | 11,334 | $2.3B | 0.23% | |
| 83 | GWWGRAINGER W W INC | 2,177 | $2.2B | 0.22% | |
| 84 | VBVANGUARD INDEX FDS | 9,669 | $2.1B | 0.22% | |
| 85 | ISRGINTUITIVE SURGICAL INC | 4,223 | $2.1B | 0.22% | |
| 86 | BACVERIZON COMMUNICATIONS INC | 45,913 | $2.1B | 0.21% | |
| 87 | IWMISHARES TR | 10,419 | $2.1B | 0.21% | |
| 88 | CPRTCOPART INC | 36,130 | $2.0B | 0.21% | |
| 89 | XMTRXOMETRY INC | 669 | $2.0B | 0.21% | |
| 90 | IBMINTERNATIONAL BUSINESS MACHS | 7,995 | $2.0B | 0.20% | |
| 91 | CYBRCYBERARK SOFTWARE LTD | 5,756 | $1.9B | 0.20% | |
| 92 | CVLTCOMMVAULT SYS INC | 11,962 | $1.9B | 0.19% | |
| 93 | APPFAPPFOLIO INC | 10 | $1.8B | 0.19% | |
| 94 | PGRPROGRESSIVE CORP | 6,448 | $1.8B | 0.19% | |
| 95 | WMTWALMART INC | 20,035 | $1.8B | 0.18% | |
| 96 | SHWSHERWIN WILLIAMS CO | 5,046 | $1.8B | 0.18% | |
| 97 | PNCPNC FINL SVCS GROUP INC | 9,996 | $1.8B | 0.18% | |
| 98 | CITHE CIGNA GROUP | 5,339 | $1.8B | 0.18% | |
| 99 | ORCLORACLE CORP | 12,123 | $1.7B | 0.17% | |
| 100 | MRKMERCK & CO INC | 18,464 | $1.7B | 0.17% |
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