LA
| |
Legacy Advisors, LLC13F | |
| Legacy Advisors, LLC | |
| Last update 2025-04-23 | 433 Stocks (64 new) |
| Value $972.00 Mil | Turnover 7 % |
Legacy Advisors, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MTZ | MasTec Inc | 776,687 | 90,647.1 | -5.13% | 9.330 | -0.55% | 0.980 | +44.87% | +26.28% | 13,565.0 | Construction | |
VERX | Vertex Inc | 1,323,779 | 46,345.5 | -5.29% | 4.770 | -0.38% | 0.840 | -12.06% | -34.51% | 5,537.5 | Software | |
JGRW | Jensen Quality Growth ETF | 1,670,000 | 42,548.3 | -3.01% | 4.380 | -0.13% | 44.060 | +6.56% | +1.65% | 68.0 | ||
AAPL | Apple Inc | 188,425 | 41,854.8 | +9.29% | 4.310 | +0.37% | 0.000 | +3.58% | -16.29% | 3,123,230.6 | Hardware | |
IWB | iShares Russell 1000 ETF | 90,394 | 27,727.5 | -0.62% | 2.850 | -0.02% | 0.070 | +16.38% | +6.64% | 41,217.2 | ||
MSFT | Microsoft Corp | 63,714 | 23,917.5 | +3.14% | 2.460 | +0.07% | 0.000 | +31.37% | +20.47% | 3,759,529.3 | Software | |
IJR | iShares Core S&P Small-Cap ETF | 215,758 | 22,561.8 | +5.42% | 2.320 | +0.12% | 0.030 | +15.58% | -3.17% | 80,574.1 | ||
SPY | SPDR S&P 500 ETF Trust | 40,306 | 22,546.8 | +3.53% | 2.320 | +0.08% | 0.000 | +16.07% | +6.79% | 637,713.5 | ||
IVV | iShares Core S&P 500 ETF | 38,724 | 21,759.0 | +0.59% | 2.240 | +0.01% | 0.000 | +16.06% | +6.83% | 628,804.2 | ||
META | Meta Platforms Inc | 35,717 | 20,586.1 | -3.24% | 2.120 | -0.07% | 0.000 | +36.32% | +21.53% | 1,786,152.9 | Interactive Media |
Legacy Advisors, LLC's Historical Top Holdings Breakdowns
Legacy Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
MTZ | MasTec Inc | 2025-03-31 | Reduce Reduce | -0.55% | 108.66 ($134.92) 160.79 | $171.92 | 27.42% | Reduce -5.13% | 776,687 | -41,959 | |
OMAB |
Grupo Aeroportuario del Centro Norte SAB de CV
Grupo Aeroportuario del Centro Norte SAB de CV
| 2025-03-31 | New Buy New Buy | +0.45% | 69.07 ($77.44) 83.17 | $112.20 | 44.89% | New holding | 20 | 20 | |
BEKE | KE Holdings Inc | 2025-03-31 | New Buy New Buy | +0.45% | 16.38 ($19.81) 25.09 | $18.98 | -4.19% | New holding | 130 | 130 | |
VERX | Vertex Inc | 2025-03-31 | Reduce Reduce | -0.38% | 31.15 ($45.68) 58.95 | $34.94 | -23.51% | Reduce -5.29% | 1,323,779 | -74,000 | |
AAPL | Apple Inc | 2025-03-31 | Add Add | +0.37% | 209.68 ($231.67) 247.1 | $209.11 | -9.74% | Add 9.29% | 188,425 | 16,014 | |
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | Add Add | +0.29% | 271.18 ($290.53) 303.12 | $306.10 | 5.36% | Add 384.93% | 12,972 | 10,297 | |
GLD | SPDR Gold Shares ETF | 2025-03-31 | Reduce Reduce | -0.22% | 243.19 ($264.45) 288.14 | $306.73 | 15.99% | Reduce -44.66% | 11,894 | -9,600 | |
IEFA | iShares Core MSCI EAFE ETF | 2025-03-31 | Sold Out Sold Out | -0.22% | 69.57 ($74.78) 78.65 | $82.17 | 9.88% | Sold Out | 0 | -32,038 | |
XMTR | Xometry Inc | 2025-03-31 | New Buy New Buy | +0.21% | 23.04 ($31.41) 43.2 | $34.67 | 10.38% | New holding | 669 | 669 | |
APPF | AppFolio Inc | 2025-03-31 | New Buy New Buy | +0.19% | 206.66 ($229.4) 260.64 | $240.60 | 4.88% | New holding | 10 | 10 |
Legacy Advisors, LLC Total Holding History ($B)
Legacy Advisors, LLC's Asset Allocation
Legacy Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Legacy Advisors, LLC's Hypothetical Growth since 2025-03-31
Legacy Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Legacy Advisors, LLC's Holdings Heat Map
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Legacy Advisors, LLC's Holdings Bubble Chart
Legacy Advisors, LLC News
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