LA

Legacy Advisors, LLC

13F
Legacy Advisors, LLC
Last update 2025-04-23 433 Stocks (64 new)
Value $972.00 Mil Turnover 7 %
Countries:
Legacy Advisors, LLC Top Holdings of 2025-03-31 View Full List
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
+47.97%
+33.50%
14,340.6
Construction
VERX
Vertex Inc
1,323,779
46,345.5
-5.29%
4.770
-0.38%
0.840
-12.04%
-34.81%
5,512.1
Software
JGRW
Jensen Quality Growth ETF
1,670,000
42,548.3
-3.01%
4.380
-0.13%
44.060
+7.71%
+2.97%
69.1
 
AAPL
Apple Inc
188,425
41,854.8
+9.29%
4.310
+0.37%
0.000
+2.72%
-14.43%
3,192,682.2
Hardware
IWB
iShares Russell 1000 ETF
90,394
27,727.5
-0.62%
2.850
-0.02%
0.070
+16.06%
+8.18%
41,856.7
 
MSFT
Microsoft Corp
63,714
23,917.5
+3.14%
2.460
+0.07%
0.000
+32.15%
+21.67%
3,797,138.0
Software
IJR
iShares Core S&P Small-Cap ETF
215,758
22,561.8
+5.42%
2.320
+0.12%
0.030
+12.45%
-2.52%
81,849.8
 
SPY
SPDR S&P 500 ETF Trust
40,306
22,546.8
+3.53%
2.320
+0.08%
0.000
+16.39%
+8.89%
654,583.2
 
IVV
iShares Core S&P 500 ETF
38,724
21,759.0
+0.59%
2.240
+0.01%
0.000
+16.09%
+8.31%
642,461.0
 
META
Meta Platforms Inc
35,717
20,586.1
-3.24%
2.120
-0.07%
0.000
+34.17%
+22.28%
1,797,241.1
Interactive Media

Legacy Advisors, LLC's Historical Top Holdings Breakdowns

Legacy Advisors, LLC's Top Stock Picks View Full List
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
$181.75
34.71%
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
$108.60
40.24%
New holding
20
20
BEKE
KE Holdings Inc
2025-03-31
New Buy
New Buy
+0.45%
16.38 ($19.81) 25.09
$19.75
-0.30%
New holding
130
130
VERX
Vertex Inc
2025-03-31
Reduce
Reduce
-0.38%
31.15 ($45.68) 58.95
$34.78
-23.86%
Reduce -5.29%
1,323,779
-74,000
AAPL
Apple Inc
2025-03-31
Add
Add
+0.37%
209.68 ($231.67) 247.1
$213.76
-7.73%
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
$312.30
7.49%
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
$310.27
17.33%
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
$84.87
13.49%
Sold Out
0
-32,038
XMTR
Xometry Inc
2025-03-31
New Buy
New Buy
+0.21%
23.04 ($31.41) 43.2
$31.52
0.35%
New holding
669
669
APPF
AppFolio Inc
2025-03-31
New Buy
New Buy
+0.19%
206.66 ($229.4) 260.64
$261.43
13.96%
New holding
10
10

Legacy Advisors, LLC Total Holding History ($B)

To

Legacy Advisors, LLC's Asset Allocation

To

Legacy Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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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

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