LA

Legacy Advisors, LLC

13F
Legacy Advisors, LLC
Last update 2024-07-30 328 Stocks (33 new)
Value $823.00 Mil Turnover 5 %
Countries:
Top Holdings: MTZ(12.93%)VERX(9.48%)AAPL(3.75%)IWB(3.18%)MSFT(2.90%)
Portfolio Report
Summary Stock Picks Current Portfolio
Legacy Advisors, LLC Top Holdings of 2024-06-30 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
994,126
106361.540
-14.85%
12.930
-2.04%
1.250
+33.50%
+85.72%
11142.814
Construction
VERX 		Vertex Inc
2,163,473
77993.200
-0.03%
9.480
0%
1.390
+37.54%
+84.67%
7737.196
Software
AAPL 		Apple Inc
146,660
30889.580
+14.71%
3.750
+0.48%
0.000
+7.59%
+16.11%
3366293.782
Hardware
IWB 		iShares Russell 1000 ETF
88,036
26194.230
+0.49%
3.180
+0.02%
-
+13.69%
+23.91%
38915.074
 
MSFT 		Microsoft Corp
53,310
23827.000
+3.48%
2.900
+0.10%
0.000
+5.34%
+12.35%
3123988.204
Software
IVV 		iShares Core S&P 500 ETF
42,480
23246.330
+1.19%
2.830
+0.03%
-
+13.09%
+24.34%
559461.136
 
SPY 		S&P 500 ETF TRUST ETF
37,152
20218.820
+1.32%
2.460
+0.03%
-
+13.19%
+24.35%
611302.102
 
IWR 		iShares Russell Mid-Cap ETF
233,442
18927.480
+2.17%
2.300
+0.05%
-
+13.28%
+17.88%
38914.214
 
IJR 		iShares Core S&P Small-Cap ETF
169,297
18057.220
+4.47%
2.200
+0.09%
-
+14.22%
+14.92%
92375.358
 
META 		Meta Platforms Inc
34,143
17215.480
+4.67%
2.090
+0.09%
0.000
+15.89%
+62.10%
1444108.420
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 Inc2024-06-30Reduce
-2.04%
●
82.82 ($101.02) 112.25
$140.63
39.21%
Reduce -14.85%
994,126
-173,322
AAPL 		Apple Inc2024-06-30Add
+0.48%
●
165 ($186.49) 216.67
$222.70
19.42%
Add 14.71%
146,660
18,808
TFC 		Truist Financial Corp2024-06-30Sold Out
-0.41%
●
35.41 ($37.77) 40.18
$47.00
24.44%
Sold Out
0
-83,277
APD 		Air Products & Chemicals Inc2024-06-30Reduce
-0.31%
●
227.76 ($253.65) 285.31
$306.73
20.93%
Reduce -68.28%
4,681
-10,075
NVDA 		NVIDIA Corp2024-06-30Add
+0.20%
●
76.2 ($101.1) 135.58
$145.61
44.03%
Add 16.8%
93,896
13,506
INTC 		Intel Corp2024-06-30Reduce
-0.18%
●
29.85 ($32.77) 44.52
$25.07
-23.51%
Reduce -77.04%
10,019
-33,609
CVS 		CVS Health Corp2024-06-30Reduce
-0.15%
●
53.63 ($62.55) 79.56
$61.61
-1.50%
Reduce -73.8%
5,392
-15,191
SHW 		Sherwin-Williams Co2024-06-30New Buy
+0.13%
●
291.95 ($309.38) 338.16
$380.73
23.06%
New holding
3,667
3,667
UBER 		Uber Technologies Inc2024-06-30Reduce
-0.13%
●
63.52 ($69.5) 77.16
$74.36
6.99%
Reduce -10.32%
114,862
-13,211
KO 		Coca-Cola Co2024-06-30Add
+0.12%
●
58.06 ($61.9) 64.15
$63.70
2.91%
Add 55.34%
45,449
16,192

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

Top Ranked Articles

  • 1

Legacy Advisors, LLC's Hypothetical Growth since 2024-06-30

Legacy Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Legacy Advisors, LLC's Holdings Heat Map

Size field:

Legacy Advisors, LLC's Holdings Bubble Chart

Legacy Advisors, LLC News

  • 1

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