Legacy Advisors, LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationplymouth meeting, PA
- CIK0001720969
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
411 | $1.03B | MTZ, VERX, TRUST FOR PROFESSIONAL MANAG, AAPL | 13F-HR | Feb 14, 2025 | 000166773125000263 | ||
378 | $923.51M | MTZ, VERX, AAPL, IWB | 13F-HR | Nov 13, 2024 | 000172096924000004 | ||
328 | $822.64M | MTZ, VERX, AAPL, IWB | 13F-HR | Jul 30, 2024 | 000172096924000003 | ||
314 | $791.42M | MTZ, VERX, IWB, IVV | 13F-HR | Apr 30, 2024 | 000172096924000002 | ||
306 | $776.36M | MTZ, VERX, AAPL, IWB | 13F-HR | Feb 12, 2024 | 000172096924000001 | ||
280 | $620.71M | MTZ, AAPL, IVV, IWB | 13F-HR | Nov 14, 2023 | 000172096923000005 | ||
267 | $673.83M | MTZ, AAPL, IVV, SPY | 13F-HR | Jul 20, 2023 | 000172096923000004 | ||
252 | $542.26M | MTZ, IVV, AAPL, MSFT | 13F-HR | May 1, 2023 | 000172096923000003 | ||
242 | $546.46M | MTZ, OEF, IVV, AAPL | 13F-HR | Feb 1, 2023 | 000172096923000001 | ||
227 | $452.77M | MTZ, OEF, AAPL, SPY | 13F-HR | Nov 9, 2022 | 000172096922000004 | ||
221 | $475.63M | MTZ, OEF, VANGUARD SCOTTSDALE FDS, SPY | 13F-HR | Jul 25, 2022 | 000172096922000003 | ||
215 | $514.99M | MTZ, OEF, VANGUARD SCOTTSDALE FDS, SPY | 13F-HR | May 11, 2022 | 000172096922000002 | ||
133 | $272.57M | OEF, VANGUARD SCOTTSDALE FDS, RBLX, SPY | 13F-HR | Feb 14, 2022 | 000172096922000001 | ||
127 | $250.11M | OEF, VANGUARD SCOTTSDALE FDS, BSY, SPY | 13F-HR | Oct 13, 2021 | 000172096921000004 | ||
124 | $246.34M | OEF, BSY, VANGUARD SCOTTSDALE FDS, RBLX | 13F-HR | Jul 13, 2021 | 000172096921000003 | ||
122 | $226.40M | OEF, PCT, VANGUARD SCOTTSDALE FDS, SPY | 13F-HR | Apr 12, 2021 | 000172096921000002 | ||
111 | $175.99M | OEF, VANGUARD SCOTTSDALE FDS, SPY, UBER | 13F-HR | Jan 15, 2021 | 000172096921000001 | ||
109 | $151.41M | OEF, SPY, MDY, AAPL | 13F-HR | Oct 8, 2020 | 000172096920000006 | ||
102 | $125.97M | OEF, SPY, MDY, UBER | 13F-HR | Jul 9, 2020 | 000172096920000005 | ||
96 | $99.93M | SPY, MDY, WTRG, UBER | 13F-HR | Apr 15, 2020 | 000172096920000004 | ||
132 | $157.59M | MDY, SPY, AQUA AMERICA INC, FULT | 13F-HR | Jan 21, 2020 | 000172096920000003 | ||
110 | $133.70M | MDY, SPY, AQUA AMERICA INC, FULT | 13F-HR | Oct 10, 2019 | 000160658719000840 | ||
373 | $147.92M | MDY, SPY, AQUA AMERICA INC, FULT | 13F-HR | Jul 15, 2019 | 000160658719000611 | ||
115 | $147.57M | MDY, SPY, AQUA AMERICA INC, IVV | NEW HOLDINGS | Apr 12, 2019 | 000160658719000343 | ||
410 | $160.51M | MDY, SPY, AQUA AMERICA INC, IVV | 13F-HR | Apr 8, 2019 | 000160658719000310 | ||
109 | $131.82M | MDY, SPY, AQUA AMERICA INC, FULT | 13F-HR | Jan 14, 2019 | 000160658719000025 | ||
464 | $203.08M | MDY, SPY, AQUA AMERICA INC, FULT | 13F-HR | Oct 18, 2018 | 000160658718000759 | ||
414 | $133.87M | MDY, SPY, AQUA AMERICA INC, CUBI | 13F-HR | Jul 19, 2018 | 000160658718000512 | ||
393 | $135.44M | MDY, SPY, CUBI, AQUA AMERICA INC | 13F-HR | Apr 17, 2018 | 000160658718000303 | ||
361 | $102.60M | MDY, AQUA AMERICA INC, SPY, CUBI | 13F-HR | Jan 26, 2018 | 000160658718000063 | ||
364 | $89.77M | MDY, AQUA AMERICA INC, CUBI, SPY | RESTATEMENT | Nov 3, 2017 | 000160658717000620 | ||
203 | $78.36M | MDY, AQUA AMERICA INC, SPY, CUBI | 13F-HR | Nov 1, 2017 | 000160658717000600 | ||
211 | $74.02M | MDY, AQUA AMERICA INC, CUBI, SPY | 13F-HR | Nov 2, 2017 | 000160658717000606 | ||
210 | $73.19M | MDY, AQUA AMERICA INC, SPY, FULT | 13F-HR | Nov 3, 2017 | 000160658717000615 |