Legacy Advisors, LLC

Q4 2024 13F Holdings

  • Location
    plymouth meeting, PA
  • Num holdings

    411

  • Value ($000)

    $1,030,574

  • Date Filed
    02/14/2025
  • Form type
    13F-HR
  • CIK
    0001720969
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MTZ
MTZ

MASTEC INC

COM
576323109
$111.45M
11 %

818,646

VERX
VERX

VERTEX INC

CL A
92538J106
$74.57M
7 %

1,397,779

---

TRUST FOR PROFESSIONAL MANAG

JENSEN QUALITY
89834G562
$44.61M
4 %

1,721,881

AAPL
AAPL

APPLE INC

COM
037833100
$43.18M
4 %

172,411

IWB
IWB

ISHARES TR

RUS 1000 ETF
464287622
$29.30M
3 %

90,961

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$26.04M
3 %

61,773

IJR
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$23.58M
2 %

204,659

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$22.82M
2 %

38,932

IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$22.66M
2 %

38,497

META
META

META PLATFORMS INC

CL A
30303M102
$21.61M
2 %

36,914

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