Legacy Advisors, LLC
CIK Number: 0001720969
Main Sectors:
Top Industries:
Filing Date: Apr 23, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | MTZ | MasTec, Inc. | 179.99 | -0.94% | 776.69K | -5.13% | 90.65M | 90.04 | 9.33% | Share |
| 2 | VERX | Vertex, Inc. | 24.98 | -3.25% | 1.32M | -5.29% | 46.35M | 26.54 | 4.77% | Share |
| 3 | JGRW | Jensen Quality ... | 26.59 | -0.9% | 1.67M | -3.01% | 42.55M | 25.92 | 4.38% | Share |
| 4 | AAPL | Apple Inc. | 229.72 | -1.04% | 188.43K | +9.29% | 41.85M | 158.27 | 4.31% | Share |
| 5 | IWB | iShares Russell... | 352.19 | -0.71% | 90.39K | -0.62% | 27.73M | 242.66 | 2.85% | Share |
| 6 | MSFT | Microsoft Corpo... | 505.12 | -0.31% | 63.71K | +3.14% | 23.92M | 284.2 | 2.46% | Share |
| 7 | IJR | iShares Core S&... | 117.14 | -0.76% | 215.76K | +5.42% | 22.56M | 99.89 | 2.32% | Share |
| 8 | SPY | SPDR S&P 500 ET... | 640.37 | -0.73% | 40.31K | +3.53% | 22.55M | 381.83 | 2.32% | Share |
| 9 | IVV | iShares Core S&... | 643.48 | -0.75% | 38.72K | +0.59% | 21.76M | 382.34 | 2.24% | Share |
| 10 | META | Meta Platforms,... | 735.11 | -0.49% | 35.72K | -3.24% | 20.59M | 307.36 | 2.12% | Share |
| 11 | IWR | iShares Russell... | 95.39 | -0.7% | 230K | +0.64% | 19.57M | 72.61 | 2.01% | Share |
| 12 | AMZN | Amazon.com, Inc... | 225.34 | -1.6% | 87.26K | -0.00% | 16.6M | 139.03 | 1.71% | Share |
| 13 | BRK-B | Berkshire Hatha... | 501.06 | -0.38% | 25.92K | -0.13% | 13.8M | 383.99 | 1.42% | Share |
| 14 | NVDA | NVIDIA Corporat... | 170.74 | -1.97% | 124.71K | +4.80% | 13.52M | 79.65 | 1.39% | Share |
| 15 | GOOGL | Alphabet Inc. | 211.35 | -0.73% | 83.94K | +5.45% | 12.98M | 115.99 | 1.34% | Share |
| 16 | VOO | Vanguard S&P 50... | 588.63 | -0.75% | 23.76K | +9.61% | 12.21M | 361.46 | 1.26% | Share |
| 17 | XLK | Technology Sele... | 259.88 | -0.98% | 52.59K | +0.59% | 10.86M | 140.6 | 1.12% | Share |
| 18 | MDY | SPDR S&P MIDCAP... | 592.55 | -0.44% | 17.08K | +0.06% | 9.11M | 332.14 | 0.94% | Share |
| 19 | UBER | Uber Technologi... | 92.81 | -1% | 119.24K | +1.65% | 8.69M | 31.77 | 0.89% | Share |
| 20 | JNJ | Johnson & Johns... | 178.09 | +0.52% | 52.2K | -5.42% | 8.66M | 162.36 | 0.89% | Share |
| 21 | OEF | iShares S&P 100... | 317.66 | -0.63% | 29.05K | -15.56% | 7.87M | 167.98 | 0.81% | Share |
| 22 | BSY | Bentley Systems... | 54.30 | -2.43% | 193.6K | +0.22% | 7.62M | 64.55 | 0.78% | Share |
| 23 | QQQ | Invesco QQQ Tru... | 565.62 | -0.84% | 15.85K | -16.07% | 7.43M | 351.55 | 0.76% | Share |
| 24 | MMC | Marsh & McLenna... | 205.33 | -0.23% | 28.83K | +2.33% | 7.03M | 174.09 | 0.72% | Share |
| 25 | JPM | JPMorgan Chase ... | 299.64 | -0.59% | 26.7K | +0.23% | 6.55M | 157.45 | 0.67% | Share |
| 26 | GOOG | Alphabet Inc. | 211.99 | -0.72% | 43.91K | -4.57% | 6.47M | 120.29 | 0.67% | Share |
| 27 | MCD | McDonald's Corp... | 315.77 | +0.71% | 19.3K | +2.08% | 6.03M | 281.61 | 0.62% | Share |
| 28 | UNH | UnitedHealth Gr... | 308.76 | -0.36% | 11.4K | -8.32% | 5.97M | 507.35 | 0.61% | Share |
| 29 | MA | Mastercard Inco... | 591.58 | -0.62% | 10.49K | -2.76% | 5.75M | 390.03 | 0.59% | Share |
| 30 | TSLA | Tesla, Inc. | 329.36 | -1.35% | 20.69K | +3.80% | 5.36M | 257.15 | 0.55% | Share |
| 31 | ABT | Abbott Laborato... | 131.39 | -0.96% | 40.31K | +23.79% | 5.35M | 114.68 | 0.55% | Share |
| 32 | FULT | Fulton Financia... | 19.44 | -1.12% | 281.1K | 0.00% | 5.09M | 18.22 | 0.52% | Share |
| 33 | RBLX | Roblox Corporat... | 128.47 | +3.11% | 86.98K | -0.18% | 5.07M | 89.19 | 0.52% | Share |
| 34 | ACN | Accenture plc | 256.09 | -1.49% | 16.09K | -1.85% | 5.02M | 302.68 | 0.52% | Share |
| 35 | XOM | Exxon Mobil Cor... | 114.67 | +0.34% | 40.11K | +22.27% | 4.77M | 107.22 | 0.49% | Share |
| 36 | IWF | iShares Russell... | 441.79 | -0.85% | 12.99K | +4.84% | 4.69M | 243.11 | 0.48% | Share |
| 37 | ABBV | AbbVie Inc. | 211.92 | +0.72% | 21.98K | +5.63% | 4.61M | 149.26 | 0.47% | Share |
| 38 | V | Visa Inc. | 349.95 | -0.52% | 13.14K | -6.19% | 4.6M | 252.97 | 0.47% | Share |
| 39 | VXUS | Vanguard Total ... | 70.87 | -0.7% | 74.02K | +35.28% | 4.6M | 58.95 | 0.47% | Share |
| 40 | APH | Amphenol Corpor... | 109.23 | +0.34% | 68.52K | -4.42% | 4.51M | 49.92 | 0.46% | Share |
| 41 | CVX | Chevron Corpora... | 161.81 | +0.75% | 26.61K | +21.05% | 4.45M | 159.07 | 0.46% | Share |
| 42 | LLY | Eli Lilly and C... | 735.16 | +0.35% | 5.35K | -16.31% | 4.42M | 608.44 | 0.45% | Share |
| 43 | BEKE | KE Holdings Inc... | 18.43 | +4.86% | 130 | +100.00% | 4.38M | 20.08 | 0.45% | Share |
| 44 | OMAB | Grupo Aeroportu... | 103.56 | +1.32% | 20 | +100.00% | 4.38M | 78.6 | 0.45% | Share |
| 45 | SYK | Stryker Corpora... | 389.88 | -0.39% | 11.58K | +3.29% | 4.31M | 261.18 | 0.44% | Share |
| 46 | HD | The Home Depot,... | 406.40 | -0.09% | 11.39K | -7.97% | 4.18M | 313.87 | 0.43% | Share |
| 47 | INTU | Intuit Inc. | 661.99 | -0.75% | 6.78K | +1.60% | 4.16M | 478.54 | 0.43% | Share |
| 48 | PG | The Procter & G... | 157.96 | +0.59% | 24.04K | +5.92% | 4.1M | 150.74 | 0.42% | Share |
| 49 | ZTS | Zoetis Inc. | 152.88 | -2.25% | 23.97K | +1.49% | 3.95M | 169.84 | 0.41% | Share |
| 50 | VYM | Vanguard High D... | 138.70 | -0.34% | 29.81K | 0.00% | 3.84M | 110.73 | 0.40% | Share |
| 51 | COST | Costco Wholesal... | 938.82 | -0.48% | 4.03K | +3.41% | 3.81M | 607.74 | 0.39% | Share |
| 52 | PM | Philip Morris I... | 167.41 | +0.17% | 23.65K | -11.25% | 3.79M | 98.33 | 0.39% | Share |
| 53 | MELI | MercadoLibre, I... | 2379.76 | -3.77% | 1.88K | 0.00% | 3.67M | 326.47 | 0.38% | Share |
| 54 | EFX | Equifax Inc. | 234.00 | -5% | 14.86K | +0.96% | 3.62M | 166.52 | 0.37% | Share |
| 55 | SCHD | Schwab U.S. Div... | 27.84 | -0.29% | 127.93K | +67.03% | 3.58M | 25.86 | 0.37% | Share |
| 56 | VTI | Vanguard Total ... | 316.00 | -0.69% | 12.97K | +384.93% | 3.57M | 265.31 | 0.37% | Share |
| 57 | VO | Vanguard Mid Ca... | 288.15 | -0.61% | 13.56K | -3.44% | 3.51M | 225.56 | 0.36% | Share |
| 58 | GLD | SPDR Gold Share... | 325.63 | +2.38% | 11.89K | -44.66% | 3.43M | 195.25 | 0.35% | Share |
| 59 | SDY | SPDR S&P Divide... | 140.39 | -0.67% | 25.23K | 0.00% | 3.42M | 124.19 | 0.35% | Share |
| 60 | PEP | PepsiCo, Inc. | 150.28 | +1.10% | 22.73K | -25.62% | 3.41M | 172.03 | 0.35% | Share |
| 61 | AVGO | Broadcom Inc. | 298.24 | +0.29% | 19.87K | -0.28% | 3.33M | 125.37 | 0.34% | Share |
| 62 | DIS | The Walt Disney... | 118.26 | -0.1% | 32.76K | -0.87% | 3.23M | 98.08 | 0.33% | Share |
| 63 | ADP | Automatic Data ... | 299.77 | -1.41% | 10.48K | -5.66% | 3.22M | 230 | 0.33% | Share |
| 64 | EPD | Enterprise Prod... | 32.00 | -0.45% | 93.92K | +0.90% | 3.21M | 22.54 | 0.33% | Share |
| 65 | NFLX | Netflix, Inc. | 1214.11 | +0.48% | 3.36K | -8.45% | 3.13M | 458.84 | 0.32% | Share |
| 66 | WM | Waste Managemen... | 225.77 | -0.27% | 12.15K | +2.31% | 2.81M | 167.88 | 0.29% | Share |
| 67 | VRSK | Verisk Analytic... | 265.00 | -1.16% | 9.36K | -15.73% | 2.78M | 236.95 | 0.29% | Share |
| 68 | AMGN | Amgen Inc. | 286.92 | -0.27% | 8.84K | +5.07% | 2.76M | 241.25 | 0.28% | Share |
| 69 | FI | Fiserv, Inc. | 136.74 | -1.05% | 12.47K | +16.97% | 2.75M | 158.22 | 0.28% | Share |
| 70 | KO | The Coca-Cola C... | 69.05 | +0.08% | 37.61K | +39.79% | 2.71M | 64.49 | 0.28% | Share |
| 71 | KLAC | KLA Corporation | 845.96 | -2.99% | 3.88K | +3.52% | 2.64M | 519.38 | 0.27% | Share |
| 72 | BR | Broadridge Fina... | 251.91 | -1.45% | 10.6K | +3.84% | 2.58M | 163.94 | 0.27% | Share |
| 73 | NOW | ServiceNow, Inc... | 911.51 | -0.65% | 3.21K | +1.77% | 2.56M | 318.12 | 0.26% | Share |
| 74 | WMB | The Williams Co... | 57.36 | -0.9% | 42.01K | +2.09% | 2.51M | 34.29 | 0.26% | Share |
| 75 | T | AT&T Inc. | 29.07 | -0.75% | 88.3K | +2.26% | 2.5M | 20.49 | 0.26% | Share |
| 76 | BAC | Bank of America... | 50.41 | -0.66% | 59.48K | +3.58% | 2.48M | 31.72 | 0.26% | Share |
| 77 | VV | Vanguard Large ... | 295.66 | -0.83% | 9.43K | 0.00% | 2.42M | 223.1 | 0.25% | Share |
| 78 | MCO | Moody's Corpora... | 498.85 | -2.14% | 5.11K | +0.22% | 2.38M | 413.41 | 0.24% | Share |
| 79 | TXN | Texas Instrumen... | 199.81 | -1.32% | 13.1K | -15.78% | 2.35M | 172.71 | 0.24% | Share |
| 80 | XLP | Consumer Staple... | 80.65 | -0.16% | 28.51K | +0.01% | 2.33M | 52.73 | 0.24% | Share |
| 81 | CME | CME Group Inc. | 265.40 | -0.42% | 8.67K | +14.78% | 2.3M | 220.97 | 0.24% | Share |
| 82 | GE | GE Aerospace | 275.25 | +0.02% | 11.33K | +70.69% | 2.27M | 177.5 | 0.23% | Share |
| 83 | GWW | W.W. Grainger, ... | 1016.55 | +0.30% | 2.18K | -0.5% | 2.15M | 485.91 | 0.22% | Share |
| 84 | VB | Vanguard Small ... | 251.18 | -0.52% | 9.67K | -3.29% | 2.14M | 228.18 | 0.22% | Share |
| 85 | ISRG | Intuitive Surgi... | 469.07 | -0.89% | 4.22K | -12.86% | 2.09M | 476.66 | 0.22% | Share |
| 86 | VZ | Verizon Communi... | 43.80 | -0.98% | 45.91K | +32.88% | 2.08M | 44.06 | 0.21% | Share |
| 87 | IWM | iShares Russell... | 233.90 | -0.54% | 10.42K | -2.5% | 2.08M | 197.54 | 0.21% | Share |
| 88 | CPRT | Copart, Inc. | 48.48 | -0.68% | 36.13K | +21.11% | 2.04M | 48.7 | 0.21% | Share |
| 89 | XMTR | Xometry, Inc. | 51.00 | +3.07% | 669 | +100.00% | 2.01M | 24.92 | 0.21% | Share |
| 90 | IBM | International B... | 241.50 | -0.82% | 8K | +39.94% | 1.99M | 189.77 | 0.20% | Share |
| 91 | CYBR | CyberArk Softwa... | 453.17 | -0.02% | 5.76K | -27.8% | 1.95M | 160.55 | 0.20% | Share |
| 92 | CVLT | Commvault Syste... | 178.78 | -4.21% | 11.96K | -1.08% | 1.89M | 71.19 | 0.19% | Share |
| 93 | APPF | AppFolio, Inc. | 273.54 | -1.38% | 10 | +100.00% | 1.84M | 219.9 | 0.19% | Share |
| 94 | PGR | The Progressive... | 245.85 | -0.49% | 6.45K | +20.88% | 1.82M | 226.32 | 0.19% | Share |
| 95 | WMT | Walmart Inc. | 97.84 | +0.89% | 20.04K | -23.14% | 1.76M | 60.47 | 0.18% | Share |
| 96 | SHW | The Sherwin-Wil... | 360.74 | -1.39% | 5.05K | +26.82% | 1.76M | 310.69 | 0.18% | Share |
| 97 | PNC | The PNC Financi... | 205.53 | -0.92% | 10K | +0.36% | 1.76M | 147.4 | 0.18% | Share |
| 98 | CI | The Cigna Group | 300.71 | -0.05% | 5.34K | +15.34% | 1.76M | 345.07 | 0.18% | Share |
| 99 | ORCL | Oracle Corporat... | 225.33 | -0.35% | 12.12K | +2.00% | 1.69M | 120.15 | 0.17% | Share |
| 100 | MRK | Merck & Co., In... | 85.47 | +1.60% | 18.46K | -8.29% | 1.67M | 94.82 | 0.17% | Share |
| 101 | MO | Altria Group, I... | 67.12 | -0.13% | 27.72K | +161.37% | 1.66M | 54.44 | 0.17% | Share |
| 102 | CDNS | Cadence Design ... | 342.81 | -2.17% | 6.5K | +28.31% | 1.65M | 280.54 | 0.17% | Share |
| 103 | COR | Cencora, Inc. | 294.86 | +1.12% | 5.89K | -4.72% | 1.64M | 140.6 | 0.17% | Share |
| 104 | CRM | Salesforce, Inc... | 252.91 | -1.3% | 6.11K | +3.84% | 1.64M | 246.43 | 0.17% | Share |
| 105 | PFE | Pfizer Inc. | 24.98 | +0.87% | 64.2K | +7.08% | 1.63M | 38.79 | 0.17% | Share |
| 106 | NVR | NVR, Inc. | 8168.45 | +0.63% | 215 | +0.47% | 1.56M | 9799.86 | 0.16% | Share |
| 107 | LOW | Lowe's Companie... | 258.69 | +0.24% | 6.68K | -2.13% | 1.56M | 195.62 | 0.16% | Share |
| 108 | BX | Blackstone Inc. | 169.54 | -1.09% | 10.77K | +0.62% | 1.51M | 98.86 | 0.15% | Share |
| 109 | HCA | HCA Healthcare,... | 406.18 | +0.55% | 4.36K | +1.40% | 1.5M | 404.52 | 0.15% | Share |
| 110 | XLV | Health Care Sel... | 137.50 | +0.05% | 10.29K | +5.46% | 1.5M | 110.58 | 0.15% | Share |
| 111 | JD | JD.com, Inc. | 31.58 | +1.64% | 152 | +100.00% | 1.5M | 41.12 | 0.15% | Share |
| 112 | MSCI | MSCI Inc. | 553.63 | -2.48% | 2.64K | -5.64% | 1.5M | 555.07 | 0.15% | Share |
| 113 | TMO | Thermo Fisher S... | 487.43 | -1.07% | 3K | +6.08% | 1.5M | 566.69 | 0.15% | Share |
| 114 | BABA | Alibaba Group H... | 138.62 | +2.68% | 11.19K | +1.84% | 1.48M | 174.92 | 0.15% | Share |
| 115 | TSM | Taiwan Semicond... | 228.41 | -1.07% | 8.74K | -7.21% | 1.46M | 82.77 | 0.15% | Share |
| 116 | IVW | iShares S&P 500... | 113.91 | -0.86% | 15.55K | 0.00% | 1.44M | 76.38 | 0.15% | Share |
| 117 | SPOT | Spotify Technol... | 690.07 | +1.20% | 2.61K | +0.46% | 1.44M | 170.21 | 0.15% | Share |
| 118 | AXP | American Expres... | 331.10 | -0.06% | 5.32K | +3.46% | 1.43M | 130.23 | 0.15% | Share |
| 119 | MEDP | Medpace Holding... | 473.34 | -0.46% | 4.68K | -1.51% | 1.43M | 195.51 | 0.15% | Share |
| 120 | RBC | RBC Bearings In... | 387.42 | -0.65% | 4.39K | -1.57% | 1.41M | 211.19 | 0.15% | Share |
| 121 | SBUX | Starbucks Corpo... | 89.78 | +1.80% | 14.35K | +5.12% | 1.41M | 85.45 | 0.14% | Share |
| 122 | AIG | American Intern... | 81.05 | -0.33% | 16.04K | +266.73% | 1.39M | 83.2 | 0.14% | Share |
| 123 | NEE | NextEra Energy,... | 72.65 | +0.84% | 19.11K | +21.88% | 1.36M | 70.84 | 0.14% | Share |
| 124 | GWRE | Guidewire Softw... | 217.33 | +0.14% | 7.22K | -1.46% | 1.35M | 80.74 | 0.14% | Share |
| 125 | ITOT | iShares Core S&... | 140.34 | -0.69% | 10.87K | 0.00% | 1.33M | 79.54 | 0.14% | Share |
| 126 | BMY | Bristol-Myers S... | 47.41 | +0.49% | 21.53K | +54.52% | 1.31M | 59.03 | 0.14% | Share |
| 127 | ET | Energy Transfer... | 17.70 | -0.14% | 70.51K | -4.33% | 1.31M | 9.19 | 0.13% | Share |
| 128 | NSC | Norfolk Souther... | 278.21 | -0.63% | 5.48K | +1.50% | 1.3M | 227.29 | 0.13% | Share |
| 129 | AVAV | AeroVironment, ... | 240.02 | -0.55% | 10.87K | -1.33% | 1.3M | 95.95 | 0.13% | Share |
| 130 | CMCSA | Comcast Corpora... | 34.13 | +0.47% | 34.67K | -3.49% | 1.28M | 38.32 | 0.13% | Share |
| 131 | NKE | NIKE, Inc. | 74.31 | -3.96% | 19.63K | -15.19% | 1.26M | 102.43 | 0.13% | Share |
| 132 | EMR | Emerson Electri... | 131.36 | -0.48% | 11.45K | +3.93% | 1.25M | 95.09 | 0.13% | Share |
| 133 | AEP | American Electr... | 110.09 | -0.84% | 11.38K | +59.84% | 1.24M | 95.51 | 0.13% | Share |
| 134 | UPS | United Parcel S... | 85.20 | -2.56% | 11.29K | -4.36% | 1.24M | 182.92 | 0.13% | Share |
| 135 | FTNT | Fortinet, Inc. | 76.92 | -2.34% | 12.86K | -15.55% | 1.24M | 52.41 | 0.13% | Share |
| 136 | IVE | iShares S&P 500... | 202.70 | -0.59% | 6.48K | 0.00% | 1.24M | 156.88 | 0.13% | Share |
| 137 | MDT | Medtronic plc | 93.32 | +0.55% | 13.55K | -2.16% | 1.23M | 102.83 | 0.13% | Share |
| 138 | CNO | CNO Financial G... | 39.12 | -0.89% | 28.98K | 0.00% | 1.21M | 22.03 | 0.12% | Share |
| 139 | USB | U.S. Bancorp | 48.51 | -0.67% | 28.18K | -3.6% | 1.2M | 48.63 | 0.12% | Share |
| 140 | SYY | Sysco Corporati... | 80.53 | +0.07% | 15.63K | -5.58% | 1.17M | 80.57 | 0.12% | Share |
| 141 | DE | Deere & Company | 476.51 | -0.45% | 2.5K | +4.70% | 1.17M | 395.24 | 0.12% | Share |
| 142 | IJH | iShares Core S&... | 64.90 | -0.4% | 19.99K | -1.84% | 1.17M | 50.4 | 0.12% | Share |
| 143 | RTX | RTX Corporation | 157.99 | -0.38% | 8.78K | +13.97% | 1.16M | 103.88 | 0.12% | Share |
| 144 | CGNT | Cognyte Softwar... | 8.82 | -1.23% | 148.1K | -1.39% | 1.16M | 4.91 | 0.12% | Share |
| 145 | APD | Air Products an... | 292.28 | -0.62% | 3.91K | -2.45% | 1.15M | 273.13 | 0.12% | Share |
| 146 | ACWX | iShares MSCI AC... | 62.33 | -0.65% | 20.57K | -11.53% | 1.14M | 51.96 | 0.12% | Share |
| 147 | PRMB | Primo Brands Co... | 24.98 | -0.52% | 17 | +100.00% | 1.14M | 35.47 | 0.12% | Share |
| 148 | CAT | Caterpillar Inc... | 415.92 | -0.74% | 3.43K | +9.98% | 1.13M | 270.64 | 0.12% | Share |
| 149 | GS | The Goldman Sac... | 730.58 | -1.97% | 2.06K | +22.26% | 1.13M | 397.8 | 0.12% | Share |
| 150 | MDLZ | Mondelez Intern... | 61.79 | +0.57% | 16.49K | -0.36% | 1.13M | 62.94 | 0.12% | Share |