Legacy Advisors, LLC
Q1 2025 13F Holdings
- Locationplymouth meeting, PA
- Num holdings
433
- Value ($000)
$971,610
- Date Filed04/23/2025
- Form type13F-HR
- CIK0001720969
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MTZ MASTEC INC | COM | 576323109 | $90.65M | 9 % | 776,687 | ||
VERX VERTEX INC | CL A | 92538J106 | $46.35M | 5 % | 1,323,779 | ||
TRUST FOR PROFESSIONAL MANAG | JENSEN QUALITY | 89834G562 | $42.55M | 4 % | 1,670,000 | ||
AAPL APPLE INC | COM | 037833100 | $41.85M | 4 % | 188,425 | ||
IWB ISHARES TR | RUS 1000 ETF | 464287622 | $27.73M | 3 % | 90,394 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $23.92M | 3 % | 63,714 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $22.56M | 2 % | 215,758 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $22.55M | 2 % | 40,306 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $21.76M | 2 % | 38,724 | ||
META META PLATFORMS INC | CL A | 30303M102 | $20.59M | 2 % | 35,717 |
Rows Per Page
10
- 10
- 50
- 100