Legacy Advisors, LLC Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$1.0T
Holdings
410
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (410 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MTZMASTEC INC | 818,646 | $111.5B | 10.81% | |
| 2 | VERXVERTEX INC | 1,397,779 | $74.6B | 7.24% | |
| 3 | JGRWTRUST FOR PROFESSIONAL MANAG | 1,721,881 | $44.6B | 4.33% | |
| 4 | AAPLAPPLE INC | 172,411 | $43.2B | 4.19% | |
| 5 | IWBISHARES TR | 90,961 | $29.3B | 2.84% | |
| 6 | MSFTMICROSOFT CORP | 61,773 | $26.0B | 2.53% | |
| 7 | IJRISHARES TR | 204,659 | $23.6B | 2.29% | |
| 8 | SPYSPDR S&P 500 ETF TR | 38,932 | $22.8B | 2.21% | |
| 9 | IVVISHARES TR | 38,497 | $22.7B | 2.20% | |
| 10 | METAMETA PLATFORMS INC | 36,914 | $21.6B | 2.10% | |
| 11 | IWRISHARES TR | 228,528 | $20.2B | 1.96% | |
| 12 | AMZNAMAZON COM INC | 87,259 | $19.1B | 1.86% | |
| 13 | NVDANVIDIA CORPORATION | 119,002 | $16.0B | 1.55% | |
| 14 | GOOGLALPHABET INC | 79,597 | $15.1B | 1.46% | |
| 15 | XLKSELECT SECTOR SPDR TR | 52,285 | $12.2B | 1.18% | |
| 16 | BRK/BBERKSHIRE HATHAWAY INC DEL | 25,952 | $11.8B | 1.14% | |
| 17 | VOOVANGUARD INDEX FDS | 21,681 | $11.7B | 1.13% | |
| 18 | OEFISHARES TR | 34,404 | $9.9B | 0.96% | |
| 19 | MDYSPDR S&P MIDCAP 400 ETF TR | 17,072 | $9.7B | 0.94% | |
| 20 | NDQINVESCO QQQ TR | 18,883 | $9.7B | 0.94% | |
| 21 | BSYBENTLEY SYS INC | 193,182 | $9.0B | 0.88% | |
| 22 | GOOGALPHABET INC | 46,012 | $8.3B | 0.80% | |
| 23 | DFACDIMENSIONAL ETF TRUST | 238,363 | $8.2B | 0.80% | |
| 24 | TSLATESLA INC | 19,940 | $8.2B | 0.80% | Call |
| 25 | JNJJOHNSON & JOHNSON | 55,189 | $8.0B | 0.77% | |
| 26 | UBERUBER TECHNOLOGIES INC | 117,308 | $7.1B | 0.69% | |
| 27 | JPMJPMORGAN CHASE & CO. | 26,635 | $6.4B | 0.62% | |
| 28 | UNHUNITEDHEALTH GROUP INC | 12,431 | $6.3B | 0.61% | |
| 29 | MRSHMARSH & MCLENNAN COS INC | 28,171 | $6.0B | 0.58% | |
| 30 | ACNACCENTURE PLC IRELAND | 16,393 | $5.8B | 0.56% | |
| 31 | MAMASTERCARD INCORPORATED | 10,792 | $5.7B | 0.55% | |
| 32 | MCDMCDONALDS CORP | 18,910 | $5.5B | 0.53% | |
| 33 | FULTFULTON FINL CORP PA | 281,104 | $5.5B | 0.53% | |
| 34 | GQ9SPDR GOLD TR | 21,494 | $5.2B | 0.50% | |
| 35 | RBLXROBLOX CORP | 87,137 | $5.0B | 0.49% | |
| 36 | APHAMPHENOL CORP NEW | 71,685 | $5.0B | 0.48% | |
| 37 | IWFISHARES TR | 12,389 | $5.0B | 0.48% | |
| 38 | LLYELI LILLY & CO | 6,393 | $4.9B | 0.48% | |
| 39 | HDHOME DEPOT INC | 12,379 | $4.8B | 0.47% | |
| 40 | PEPPEPSICO INC | 30,558 | $4.7B | 0.45% | |
| 41 | AVGOBROADCOM INC | 19,926 | $4.6B | 0.45% | |
| 42 | VVISA INC | 14,004 | $4.4B | 0.43% | |
| 43 | INTUINTUIT | 6,669 | $4.2B | 0.41% | |
| 44 | SYKSTRYKER CORPORATION | 11,211 | $4.0B | 0.39% | |
| 45 | ZTSZOETIS INC | 23,615 | $3.8B | 0.37% | |
| 46 | PGPROCTER AND GAMBLE CO | 22,699 | $3.8B | 0.37% | |
| 47 | VYMVANGUARD WHITEHALL FDS | 29,808 | $3.8B | 0.37% | |
| 48 | EFXEQUIFAX INC | 14,718 | $3.8B | 0.36% | |
| 49 | VOVANGUARD INDEX FDS | 14,045 | $3.7B | 0.36% | |
| 50 | ABBVABBVIE INC | 20,812 | $3.7B | 0.36% | |
| 51 | ABTABBOTT LABS | 32,565 | $3.7B | 0.36% | |
| 52 | DISDISNEY WALT CO | 33,042 | $3.7B | 0.36% | |
| 53 | COSTCOSTCO WHSL CORP NEW | 3,896 | $3.6B | 0.35% | |
| 54 | XOMEXXON MOBIL CORP | 32,802 | $3.5B | 0.34% | |
| 55 | NOWSERVICENOW INC | 3,157 | $3.3B | 0.32% | |
| 56 | SDYSPDR SER TR | 25,231 | $3.3B | 0.32% | |
| 57 | NFLXNETFLIX INC | 3,670 | $3.3B | 0.32% | |
| 58 | ADPAUTOMATIC DATA PROCESSING IN | 11,110 | $3.3B | 0.32% | |
| 59 | VXUSVANGUARD STAR FDS | 54,715 | $3.2B | 0.31% | |
| 60 | 4I1PHILIP MORRIS INTL INC | 26,646 | $3.2B | 0.31% | |
| 61 | MLB1MERCADOLIBRE INC | 1,883 | $3.2B | 0.31% | |
| 62 | CVXCHEVRON CORP NEW | 21,981 | $3.2B | 0.31% | |
| 63 | VRSKVERISK ANALYTICS INC | 11,102 | $3.1B | 0.30% | |
| 64 | EPDENTERPRISE PRODS PARTNERS L | 93,086 | $2.9B | 0.28% | |
| 65 | TXNTEXAS INSTRS INC | 15,552 | $2.9B | 0.28% | |
| 66 | CYBRCYBERARK SOFTWARE LTD | 7,972 | $2.7B | 0.26% | |
| 67 | VVVANGUARD INDEX FDS | 9,433 | $2.5B | 0.25% | |
| 68 | ISRGINTUITIVE SURGICAL INC | 4,846 | $2.5B | 0.25% | |
| 69 | BACBANK AMERICA CORP | 57,424 | $2.5B | 0.24% | |
| 70 | MCOMOODYS CORP | 5,099 | $2.4B | 0.23% | |
| 71 | VBVANGUARD INDEX FDS | 9,998 | $2.4B | 0.23% | |
| 72 | WMWASTE MGMT INC DEL | 11,879 | $2.4B | 0.23% | |
| 73 | IWMISHARES TR | 10,686 | $2.4B | 0.23% | |
| 74 | WMTWALMART INC | 26,068 | $2.4B | 0.23% | |
| 75 | KLACKLA CORP | 3,745 | $2.4B | 0.23% | |
| 76 | BRBROADRIDGE FINL SOLUTIONS IN | 10,206 | $2.3B | 0.22% | |
| 77 | GWWGRAINGER W W INC | 2,188 | $2.3B | 0.22% | |
| 78 | AQLTISHARES TR | 32,038 | $2.3B | 0.22% | |
| 79 | XLFISELECT SECTOR SPDR TR | 28,509 | $2.2B | 0.22% | |
| 80 | WMBWILLIAMS COS INC | 41,150 | $2.2B | 0.22% | |
| 81 | AMGNAMGEN INC | 8,416 | $2.2B | 0.21% | |
| 82 | FISVFISERV INC | 10,665 | $2.2B | 0.21% | |
| 83 | SCHDSCHWAB STRATEGIC TR | 76,587 | $2.1B | 0.20% | |
| 84 | MRKMERCK & CO INC | 20,132 | $2.0B | 0.20% | |
| 85 | GSLCGOLDMAN SACHS ETF TR | 17,414 | $2.0B | 0.20% | |
| 86 | ORCLORACLE CORP | 11,885 | $2.0B | 0.19% | |
| 87 | TAT&T INC | 86,355 | $2.0B | 0.19% | |
| 88 | CRMSALESFORCE INC | 5,880 | $2.0B | 0.19% | |
| 89 | PNCPNC FINL SVCS GROUP INC | 9,960 | $1.9B | 0.19% | |
| 90 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 9,416 | $1.9B | 0.18% | |
| 91 | BXBLACKSTONE INC | 10,702 | $1.8B | 0.18% | |
| 92 | CVLTCOMMVAULT SYS INC | 12,093 | $1.8B | 0.18% | |
| 93 | CMECME GROUP INC | 7,557 | $1.8B | 0.17% | |
| 94 | NKENIKE INC | 23,147 | $1.8B | 0.17% | |
| 95 | NVRNVR INC | 214 | $1.8B | 0.17% | |
| 96 | APPAPPLOVIN CORP | 5,370 | $1.7B | 0.17% | |
| 97 | CPRTCOPART INC | 29,832 | $1.7B | 0.17% | |
| 98 | JPXAEROVIRONMENT INC | 11,017 | $1.7B | 0.16% | |
| 99 | LOWLOWES COS INC | 6,822 | $1.7B | 0.16% | |
| 100 | MSCIMSCI INC | 2,802 | $1.7B | 0.16% |
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