The Analysis of Legacy Advisors, LLC's Holdings

Currently, Legacy Advisors, LLC holds 250 types of securities in its portfolio with a total value $809.6M. In the most recent quarter, they have increased their positions in QLTY (+3.1M shares, valued at $110.9M), MTZ (+271.0K shares, valued at $57.7M), VERX (+1.3M shares, valued at $32.1M); initiated new positions in GOOGL (+55.5K shares, valued at $13.5M), RBLX (+86.2K shares, valued at $11.9M), BRK.B (+22.2K shares, valued at $11.2M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

QLTY 2023 ETF SERIES TRUST II3.1M shares3427.37%2025-09-302025-11-13

MTZ MASTEC INC380.7K shares247.06%2025-09-302025-11-13

VERX VERTEX INC1.3M shares2730.08%2025-09-302025-11-13

IWB ISHARES TR89.6K shares194.02%2025-09-302025-11-13

AAPL APPLE INC117.3K shares382.31%2025-09-302025-11-13

IJR ISHARES TR224.6K shares823.98%2025-09-302025-11-13

SPY SPDR S&P 500 ETF TR39.7K shares61.83%2025-09-302025-11-13

IVV ISHARES TR38.4K shares59.85%2025-09-302025-11-13

Sponsored

IWR ISHARES TR216.9K shares953.31%2025-09-302025-11-13

META META PLATFORMS INC27.8K shares34.49%2025-09-302025-11-13

MSFT MICROSOFT CORP28.0K shares127.15%2025-09-302025-11-13

XLK SELECT SECTOR SPDR TR51.3K shares294.96%2025-09-302025-11-13

GOOGL ALPHABET INC55.5K sharesnew addition2025-09-302025-11-13

AMZN AMAZON COM INC56.7K shares352.87%2025-09-302025-11-13

RBLX ROBLOX CORP86.2K sharesnew addition2025-09-302025-11-13

BRK.B BERKSHIRE HATHAWAY INC DEL22.2K sharesnew addition2025-09-302025-11-13

Sponsored

VOO VANGUARD INDEX FDS17.4K shares34.81%2025-09-302025-11-13

MDY SPDR S&P MIDCAP 400 ETF TR17.1K sharesnew addition2025-09-302025-11-13

BSY BENTLEY SYS INC194.0K shares1755.02%2025-09-302025-11-13

UBER UBER TECHNOLOGIES INC99.6K shares877.36%2025-09-302025-11-13

QQQ INVESCO QQQ TR16.1K sharesnew addition2025-09-302025-11-13

OEF ISHARES TR27.7K sharesnew addition2025-09-302025-11-13

DFAC DIMENSIONAL ETF TRUST238.4K shares2690.16%2025-09-302025-11-13

NVDA NVIDIA CORPORATION44.4K sharesnew addition2025-09-302025-11-13

Sponsored

IWF ISHARES TR17.5K sharesnew addition2025-09-302025-11-13

JNJ JOHNSON & JOHNSON32.3K sharesnew addition2025-09-302025-11-13

VTI VANGUARD INDEX FDS17.0K sharesnew addition2025-09-302025-11-13

SCHD SCHWAB STRATEGIC TR204.5K sharesnew addition2025-09-302025-11-13

GOOG ALPHABET INC25.0K sharesnew addition2025-09-302025-11-13

FULT FULTON FINL CORP PA281.1K shares5443.36%2025-09-302025-11-13

TSLA TESLA INC11.8K sharesnew addition2025-09-302025-11-13

JPM JPMORGAN CHASE & CO.15.9K sharesnew addition2025-09-302025-11-13

Sponsored

VYM VANGUARD WHITEHALL FDS34.4K sharesnew addition2025-09-302025-11-13

GLD SPDR GOLD TR13.3K sharesnew addition2025-09-302025-11-13

MELI MERCADOLIBRE INC1.9K sharesnew addition2025-09-302025-11-13

VO VANGUARD INDEX FDS13.5K sharesnew addition2025-09-302025-11-13

MCD MCDONALDS CORP13.0K sharesnew addition2025-09-302025-11-13

EPD ENTERPRISE PRODS PARTNERS L116.5K sharesnew addition2025-09-302025-11-13

ABBV ABBVIE INC14.7K sharesnew addition2025-09-302025-11-13

GQGU ADVISORS INNER CIRCLE FD III133.8K sharesnew addition2025-09-302025-11-13

Sponsored

VXUS VANGUARD STAR FDS45.4K sharesnew addition2025-09-302025-11-13

SDY SPDR SERIES TRUST22.3K sharesnew addition2025-09-302025-11-13

HIMS HIMS & HERS HEALTH INC51.6K sharesnew addition2025-09-302025-11-13

VYMI VANGUARD WHITEHALL FDS31.4K sharesnew addition2025-09-302025-11-13

VB VANGUARD INDEX FDS9.6K sharesnew addition2025-09-302025-11-13

WMB WILLIAMS COS INC38.3K sharesnew addition2025-09-302025-11-13

ABT ABBOTT LABS18.1K sharesnew addition2025-09-302025-11-13

GSLC GOLDMAN SACHS ETF TR17.7K sharesnew addition2025-09-302025-11-13

Sponsored

XLP SELECT SECTOR SPDR TR28.5K sharesnew addition2025-09-302025-11-13

TSM TAIWAN SEMICONDUCTOR MFG LTD7.8K sharesnew addition2025-09-302025-11-13

NNE NANO NUCLEAR ENERGY INC53.5K sharesnew addition2025-09-302025-11-13

EFX EQUIFAX INC7.9K sharesnew addition2025-09-302025-11-13

VV VANGUARD INDEX FDS6.5K sharesnew addition2025-09-302025-11-13

ORCL ORACLE CORP7.1K sharesnew addition2025-09-302025-11-13

COST COSTCO WHSL CORP NEW2.1K sharesnew addition2025-09-302025-11-13

XOM EXXON MOBIL CORP17.5K sharesnew addition2025-09-302025-11-13

Sponsored

BABA ALIBABA GROUP HLDG LTD10.7K sharesnew addition2025-09-302025-11-13

IVW ISHARES TR15.6K sharesnew addition2025-09-302025-11-13

AVGO BROADCOM INC5.6K sharesnew addition2025-09-302025-11-13

DIS DISNEY WALT CO15.9K sharesnew addition2025-09-302025-11-13

SPOT SPOTIFY TECHNOLOGY S A2.6K sharesnew addition2025-09-302025-11-13

PNC PNC FINL SVCS GROUP INC8.9K sharesnew addition2025-09-302025-11-13

BAC BANK AMERICA CORP34.2K sharesnew addition2025-09-302025-11-13

ET ENERGY TRANSFER L P101.7K sharesnew addition2025-09-302025-11-13

Sponsored

HCA HCA HEALTHCARE INC4.1K sharesnew addition2025-09-302025-11-13

IWM ISHARES TR7.1K sharesnew addition2025-09-302025-11-13

V VISA INC5.0K sharesnew addition2025-09-302025-11-13

NVR NVR INC211 sharesnew addition2025-09-302025-11-13

IWD ISHARES TR8.0K sharesnew addition2025-09-302025-11-13

APH AMPHENOL CORP NEW12.9K sharesnew addition2025-09-302025-11-13

ITOT ISHARES TR10.9K sharesnew addition2025-09-302025-11-13

NFLX NETFLIX INC1.3K sharesnew addition2025-09-302025-11-13

Sponsored

VUG VANGUARD INDEX FDS3.2K sharesnew addition2025-09-302025-11-13

PEP PEPSICO INC10.5K sharesnew addition2025-09-302025-11-13

NSC NORFOLK SOUTHN CORP4.8K sharesnew addition2025-09-302025-11-13

MA MASTERCARD INCORPORATED2.5K sharesnew addition2025-09-302025-11-13

EFA ISHARES TR15.2K sharesnew addition2025-09-302025-11-13

HD HOME DEPOT INC3.5K sharesnew addition2025-09-302025-11-13

NOW SERVICENOW INC1.5K sharesnew addition2025-09-302025-11-13

LLY ELI LILLY & CO1.8K sharesnew addition2025-09-302025-11-13

Sponsored

ISRG INTUITIVE SURGICAL INC3.1K sharesnew addition2025-09-302025-11-13

XLV SELECT SECTOR SPDR TR9.7K sharesnew addition2025-09-302025-11-13

IVE ISHARES TR6.5K sharesnew addition2025-09-302025-11-13

VTWO VANGUARD SCOTTSDALE FDS13.4K sharesnew addition2025-09-302025-11-13

IJH ISHARES TR20.0K sharesnew addition2025-09-302025-11-13

AXP AMERICAN EXPRESS CO3.7K sharesnew addition2025-09-302025-11-13

VTV VANGUARD INDEX FDS6.4K sharesnew addition2025-09-302025-11-13

AMGN AMGEN INC4.2K sharesnew addition2025-09-302025-11-13

Sponsored

JAAA JANUS DETROIT STR TR23.5K sharesnew addition2025-09-302025-11-13

CNO CNO FINL GROUP INC29.0K sharesnew addition2025-09-302025-11-13

SPHQ INVESCO EXCHANGE TRADED FD T15.0K sharesnew addition2025-09-302025-11-13

VG VENTURE GLOBAL INC77.1K sharesnew addition2025-09-302025-11-13

FI FISERV INC8.4K sharesnew addition2025-09-302025-11-13

EMR EMERSON ELEC CO8.2K sharesnew addition2025-09-302025-11-13

CMCSA COMCAST CORP NEW34.1K sharesnew addition2025-09-302025-11-13

BX BLACKSTONE INC6.2K sharesnew addition2025-09-302025-11-13

Sponsored

GWW GRAINGER W W INC1.1K sharesnew addition2025-09-302025-11-13

PFS PROVIDENT FINL SVCS INC51.7K sharesnew addition2025-09-302025-11-13

CVX CHEVRON CORP NEW6.2K sharesnew addition2025-09-302025-11-13

GCOR GOLDMAN SACHS ETF TR22.8K sharesnew addition2025-09-302025-11-13

TFC TRUIST FINL CORP20.3K sharesnew addition2025-09-302025-11-13

VGT VANGUARD WORLD FD1.2K sharesnew addition2025-09-302025-11-13

OKLO OKLO INC8.0K sharesnew addition2025-09-302025-11-13

NJR NEW JERSEY RES CORP17.9K sharesnew addition2025-09-302025-11-13

Sponsored

TOST TOAST INC23.5K sharesnew addition2025-09-302025-11-13

ACGL ARCH CAP GROUP LTD9.4K sharesnew addition2025-09-302025-11-13

PG PROCTER AND GAMBLE CO5.5K sharesnew addition2025-09-302025-11-13

ULTA ULTA BEAUTY INC1.5K sharesnew addition2025-09-302025-11-13

BND VANGUARD BD INDEX FDS10.8K sharesnew addition2025-09-302025-11-13

ZS ZSCALER INC2.6K sharesnew addition2025-09-302025-11-13

MMC MARSH & MCLENNAN COS INC3.9K sharesnew addition2025-09-302025-11-13

GIL GILDAN ACTIVEWEAR INC13.3K sharesnew addition2025-09-302025-11-13

Sponsored

BA BOEING CO3.5K sharesnew addition2025-09-302025-11-13

DLR DIGITAL RLTY TR INC4.4K sharesnew addition2025-09-302025-11-13

WTM WHITE MTNS INS GROUP LTD450 sharesnew addition2025-09-302025-11-13

CMPR CIMPRESS PLC11.9K sharesnew addition2025-09-302025-11-13

GE GE AEROSPACE2.5K sharesnew addition2025-09-302025-11-13

LRCX LAM RESEARCH CORP5.5K sharesnew addition2025-09-302025-11-13

PM PHILIP MORRIS INTL INC4.6K sharesnew addition2025-09-302025-11-13

IBM INTERNATIONAL BUSINESS MACHS2.6K sharesnew addition2025-09-302025-11-13

Sponsored

SNPS SYNOPSYS INC1.5K sharesnew addition2025-09-302025-11-13

AMAT APPLIED MATLS INC3.4K sharesnew addition2025-09-302025-11-13

MKL MARKEL GROUP INC368 sharesnew addition2025-09-302025-11-13

EQIX EQUINIX INC876 sharesnew addition2025-09-302025-11-13

SBUX STARBUCKS CORP8.1K sharesnew addition2025-09-302025-11-13

PHR PHREESIA INC29.0K sharesnew addition2025-09-302025-11-13

PFE PFIZER INC26.8K sharesnew addition2025-09-302025-11-13

CRM SALESFORCE INC2.8K sharesnew addition2025-09-302025-11-13

Sponsored

RGA REINSURANCE GRP OF AMERICA I3.3K sharesnew addition2025-09-302025-11-13

EZU ISHARES INC10.0K sharesnew addition2025-09-302025-11-13

MRK MERCK & CO INC7.3K sharesnew addition2025-09-302025-11-13

IWN ISHARES TR3.4K sharesnew addition2025-09-302025-11-13

HON HONEYWELL INTL INC2.8K sharesnew addition2025-09-302025-11-13

EW EDWARDS LIFESCIENCES CORP7.5K sharesnew addition2025-09-302025-11-13

IWP ISHARES TR4.0K sharesnew addition2025-09-302025-11-13

BDX BECTON DICKINSON & CO3.0K sharesnew addition2025-09-302025-11-13

Sponsored

GS GOLDMAN SACHS GROUP INC704 sharesnew addition2025-09-302025-11-13

CI THE CIGNA GROUP1.9K sharesnew addition2025-09-302025-11-13

GTLB GITLAB INC12.3K sharesnew addition2025-09-302025-11-13

VHT VANGUARD WORLD FD2.1K sharesnew addition2025-09-302025-11-13

HBAN HUNTINGTON BANCSHARES INC31.8K sharesnew addition2025-09-302025-11-13

CDNS CADENCE DESIGN SYSTEM INC1.6K sharesnew addition2025-09-302025-11-13

STBA S & T BANCORP INC14.5K sharesnew addition2025-09-302025-11-13

DE DEERE & CO1.2K sharesnew addition2025-09-302025-11-13

Sponsored

ETN EATON CORP PLC1.4K sharesnew addition2025-09-302025-11-13

GEV GE VERNOVA INC838 sharesnew addition2025-09-302025-11-13

QUAL ISHARES TR2.6K sharesnew addition2025-09-302025-11-13

URA GLOBAL X FDS10.4K sharesnew addition2025-09-302025-11-13

WMT WALMART INC4.8K sharesnew addition2025-09-302025-11-13

ENVA ENOVA INTL INC4.3K sharesnew addition2025-09-302025-11-13

AMT AMERICAN TOWER CORP NEW2.5K sharesnew addition2025-09-302025-11-13

VIG VANGUARD SPECIALIZED FUNDS2.2K sharesnew addition2025-09-302025-11-13

Sponsored

SMR NUSCALE PWR CORP13.1K sharesnew addition2025-09-302025-11-13

MPLX MPLX LP9.3K sharesnew addition2025-09-302025-11-13

ASML ASML HOLDING N V474 sharesnew addition2025-09-302025-11-13

CAT CATERPILLAR INC953 sharesnew addition2025-09-302025-11-13

VGK VANGUARD INTL EQUITY INDEX F5.7K sharesnew addition2025-09-302025-11-13

TJX TJX COS INC NEW3.1K sharesnew addition2025-09-302025-11-13

WFC WELLS FARGO CO NEW5.4K sharesnew addition2025-09-302025-11-13

USB US BANCORP DEL9.2K sharesnew addition2025-09-302025-11-13

Sponsored

FICO FAIR ISAAC CORP297 sharesnew addition2025-09-302025-11-13

DHR DANAHER CORPORATION2.2K sharesnew addition2025-09-302025-11-13

SPSM SPDR SERIES TRUST9.5K sharesnew addition2025-09-302025-11-13

NML NEUBERGER BERMAN ENERGY INFR50.0K sharesnew addition2025-09-302025-11-13

ORLY OREILLY AUTOMOTIVE INC4.0K sharesnew addition2025-09-302025-11-13

MU MICRON TECHNOLOGY INC2.5K sharesnew addition2025-09-302025-11-13

KMB KIMBERLY-CLARK CORP3.3K sharesnew addition2025-09-302025-11-13

UNP UNION PAC CORP1.8K sharesnew addition2025-09-302025-11-13

Sponsored

IGM ISHARES TR3.3K sharesnew addition2025-09-302025-11-13

CTVA CORTEVA INC6.1K sharesnew addition2025-09-302025-11-13

UPS UNITED PARCEL SERVICE INC5.0K sharesnew addition2025-09-302025-11-13

WM WASTE MGMT INC DEL1.8K sharesnew addition2025-09-302025-11-13

MRVL MARVELL TECHNOLOGY INC4.8K sharesnew addition2025-09-302025-11-13

HUBS HUBSPOT INC862 sharesnew addition2025-09-302025-11-13

APD AIR PRODS & CHEMS INC1.5K sharesnew addition2025-09-302025-11-13

RTX RTX CORPORATION2.4K sharesnew addition2025-09-302025-11-13

Sponsored

PEG PUBLIC SVC ENTERPRISE GRP IN4.7K sharesnew addition2025-09-302025-11-13

ICLR ICON PLC2.2K sharesnew addition2025-09-302025-11-13

GSIE GOLDMAN SACHS ETF TR9.3K sharesnew addition2025-09-302025-11-13

DDOG DATADOG INC2.6K sharesnew addition2025-09-302025-11-13

GIGB GOLDMAN SACHS ETF TR7.8K sharesnew addition2025-09-302025-11-13

QGRW WISDOMTREE TR6.2K sharesnew addition2025-09-302025-11-13

CRWD CROWDSTRIKE HLDGS INC713 sharesnew addition2025-09-302025-11-13

MCO MOODYS CORP730 sharesnew addition2025-09-302025-11-13

Sponsored

RSP INVESCO EXCHANGE TRADED FD T1.8K sharesnew addition2025-09-302025-11-13

MS MORGAN STANLEY2.2K sharesnew addition2025-09-302025-11-13

SCHX SCHWAB STRATEGIC TR13.1K sharesnew addition2025-09-302025-11-13

KO COCA COLA CO5.2K sharesnew addition2025-09-302025-11-13

UNH UNITEDHEALTH GROUP INC992 sharesnew addition2025-09-302025-11-13

AMD ADVANCED MICRO DEVICES INC2.1K sharesnew addition2025-09-302025-11-13

CPRT COPART INC7.5K sharesnew addition2025-09-302025-11-13

CSCO CISCO SYS INC4.9K sharesnew addition2025-09-302025-11-13

Sponsored

KKR KKR & CO INC2.5K sharesnew addition2025-09-302025-11-13

IYM ISHARES TR2.2K sharesnew addition2025-09-302025-11-13

PANW PALO ALTO NETWORKS INC1.6K sharesnew addition2025-09-302025-11-13

BMY BRISTOL-MYERS SQUIBB CO7.0K sharesnew addition2025-09-302025-11-13

VRSK VERISK ANALYTICS INC1.2K sharesnew addition2025-09-302025-11-13

WDAY WORKDAY INC1.3K sharesnew addition2025-09-302025-11-13

VOOG VANGUARD ADMIRAL FDS INC704 sharesnew addition2025-09-302025-11-13

PPL PPL CORP8.1K sharesnew addition2025-09-302025-11-13

Sponsored

GM GENERAL MTRS CO4.9K sharesnew addition2025-09-302025-11-13

INTU INTUIT435 sharesnew addition2025-09-302025-11-13

STZ CONSTELLATION BRANDS INC2.1K sharesnew addition2025-09-302025-11-13

FLUT FLUTTER ENTMT PLC1.1K sharesnew addition2025-09-302025-11-13

VZ VERIZON COMMUNICATIONS INC6.5K sharesnew addition2025-09-302025-11-13

ACWX ISHARES TR4.4K sharesnew addition2025-09-302025-11-13

IXN ISHARES TR2.7K sharesnew addition2025-09-302025-11-13

KLAC KLA CORP254 sharesnew addition2025-09-302025-11-13

Sponsored

CRWV COREWEAVE INC2.0K sharesnew addition2025-09-302025-11-13

DVY ISHARES TR1.9K sharesnew addition2025-09-302025-11-13

G GENPACT LIMITED6.5K sharesnew addition2025-09-302025-11-13

MTB M & T BK CORP1.4K sharesnew addition2025-09-302025-11-13

IWV ISHARES TR703 sharesnew addition2025-09-302025-11-13

CME CME GROUP INC978 sharesnew addition2025-09-302025-11-13

VFH VANGUARD WORLD FD2.0K sharesnew addition2025-09-302025-11-13

VFC V F CORP18.1K sharesnew addition2025-09-302025-11-13

Sponsored

CEG CONSTELLATION ENERGY CORP784 sharesnew addition2025-09-302025-11-13

GTIP GOLDMAN SACHS ETF TR5.0K sharesnew addition2025-09-302025-11-13

CVS CVS HEALTH CORP3.3K sharesnew addition2025-09-302025-11-13

QCOM QUALCOMM INC1.5K sharesnew addition2025-09-302025-11-13

GEM GOLDMAN SACHS ETF TR6.0K sharesnew addition2025-09-302025-11-13

VNQ VANGUARD INDEX FDS2.6K sharesnew addition2025-09-302025-11-13

IWS ISHARES TR1.7K sharesnew addition2025-09-302025-11-13

LIN LINDE PLC493 sharesnew addition2025-09-302025-11-13

Sponsored

IWO ISHARES TR727 sharesnew addition2025-09-302025-11-13

NCNO NCINO INC8.4K sharesnew addition2025-09-302025-11-13

SHOP SHOPIFY INC1.5K sharesnew addition2025-09-302025-11-13

GSEU GOLDMAN SACHS ETF TR5.2K sharesnew addition2025-09-302025-11-13

VBR VANGUARD INDEX FDS1.1K sharesnew addition2025-09-302025-11-13

PLTR PALANTIR TECHNOLOGIES INC1.2K sharesnew addition2025-09-302025-11-13

FFIC FLUSHING FINL CORP16.0K sharesnew addition2025-09-302025-11-13

CAH CARDINAL HEALTH INC1.4K sharesnew addition2025-09-302025-11-13

Sponsored

AIG AMERICAN INTL GROUP INC2.8K sharesnew addition2025-09-302025-11-13

PRIM PRIMORIS SVCS CORP1.6K sharesnew addition2025-09-302025-11-13

TXN TEXAS INSTRS INC1.2K sharesnew addition2025-09-302025-11-13

TM TOYOTA MOTOR CORP1.1K sharesnew addition2025-09-302025-11-13

BKU BANKUNITED INC5.4K sharesnew addition2025-09-302025-11-13

VGLT VANGUARD SCOTTSDALE FDS3.6K sharesnew addition2025-09-302025-11-13

IXC ISHARES TR4.9K sharesnew addition2025-09-302025-11-13

VLUE ISHARES TR1.6K sharesnew addition2025-09-302025-11-13

Sponsored

BN BROOKFIELD CORP2.9K sharesnew addition2025-09-302025-11-13

CFG CITIZENS FINL GROUP INC3.8K sharesnew addition2025-09-302025-11-13

TMUS T-MOBILE US INC843 sharesnew addition2025-09-302025-11-13

STLA STELLANTIS N.V16.0K sharesnew addition2025-09-302025-11-13

EVLV EVOLV TECHNOLOGIES HLDNGS IN10.7K sharesnew addition2025-09-302025-11-13

PPSI PIONEER PWR SOLUTIONS INC16.0K sharesnew addition2025-09-302025-11-13

SEED ORIGIN AGRITECH LIMITED41.5K sharesnew addition2025-09-302025-11-13

SANG SANGOMA TECHNOLOGIES CORP10.0K sharesnew addition2025-09-302025-11-13

Sponsored

NPWR NET POWER INC16.4K sharesnew addition2025-09-302025-11-13

NINE NINE ENERGY SERVICE INC29.0K sharesnew addition2025-09-302025-11-13

Call Option Holdings

TSLA Call CallTESLA INC700 sharesnew addition2025-09-302025-11-13

Put Option Holdings

UNH Put PutUNITEDHEALTH GROUP INC100 sharesnew addition2025-09-302025-11-13