Legacy Advisors, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 30, 2024), Legacy Advisors, LLC reported 314 stock positions worth $791.4 million. Its top holding was Mastec (MTZ) at 13.8% of the portfolio, followed by Vertex Class A (VERX, 8.7%) and iShares Russell 1000 ETF (IWB, 3.2%). Compared with Q4 2023, it opened 30 new positions, sold out of 20, added to 133 and reduced 108. The biggest buy was Meta Platforms Class A (META, shares +11%) and the biggest sale Vertex Class A (VERX, shares −33%).
- Most Recent 13F
- Q2 2026
- Location
- PLYMOUTH MEETING, PA
- CIK
- 0001720969
- Portfolio Value
- $791.4M (Q1 2024)
- SEC Filing
- 0001720969-24-000002 ↗ filed Apr 30, 2024
Holdings Value
Holdings 314 stocks · $791.4M
| MTZ Mastec Inc. | 13.76% | 1,167,448 | $108.9M | Reduce -14.9% |
| VERX Vertex Inc. Class A | 8.69% | 2,164,221 | $68.7M | Reduce -33.3% |
| IWB iShares Russell 1000 ETF | 3.19% | 87,610 | $25.2M | Reduce -0.1% |
| IVV iShares Core S&P 500 ETF | 2.79% | 41,980 | $22.1M | No change |
| AAPL Apple Inc. | 2.77% | 127,852 | $21.9M | Reduce -1.5% |
| MSFT Microsoft Corp. | 2.74% | 51,516 | $21.7M | Add +1.9% |
| IWR iShares Russell Mid-Cap ETF | 2.43% | 228,489 | $19.2M | Reduce -0.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.42% | 36,668 | $19.2M | Reduce -0.1% |
| IJR iShares Core S&P Small-Cap E | 2.26% | 162,056 | $17.9M | Add +7.5% |
| META Meta Platforms Inc. Class A | 2.00% | 32,620 | $15.8M | Add +11.2% |
| AMZN Amazon.com Inc. | 1.49% | 65,540 | $11.8M | Reduce -6.9% |
| XLK SS Technology Select Sector | 1.34% | 51,109 | $10.6M | Add +0.0% |
| BSY Bentley Systems Inc. Class B | 1.28% | 194,236 | $10.1M | Add +0.1% |
| GOOGL Alphabet Inc. Class A | 1.25% | 65,711 | $9.9M | Reduce -0.4% |
| UBER Uber Technologies Inc. | 1.25% | 128,073 | $9.9M | Reduce -1.1% |
| VOO Vanguard S&P 500 ETF | 1.24% | 20,393 | $9.8M | Add +3.4% |
| JNJ Johnson & Johnson | 1.20% | 60,097 | $9.5M | Reduce -7.8% |
| MDY State Street SPDR S&P Midcap | 1.20% | 17,076 | $9.5M | Reduce -2.1% |
| OEF iShares S&P 100 ETF | 1.08% | 34,524 | $8.5M | Reduce -8.1% |
| NVDA Nvidia Corp. | 0.92% | 8,039 | $7.3M | Add +48.6% |
| UNH Unitedhealth Group Inc. | 0.76% | 12,083 | $6.0M | Reduce -18.0% |
| ACN Accenture PLC Class A | 0.70% | 15,930 | $5.5M | Add +0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.68% | 12,833 | $5.4M | Add +0.6% |
| MRSH Marsh & McLennan Cos | 0.67% | 25,877 | $5.3M | Reduce -6.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.67% | 11,970 | $5.3M | Add +0.2% |
| GOOG Alphabet Inc. Class C | 0.66% | 36,917 | $5.2M | Reduce -5.9% |
| PEP Pepsico Inc. | 0.64% | 28,870 | $5.1M | Reduce -20.2% |
| LLY Eli Lilly & Co. | 0.62% | 6,309 | $4.9M | Add +30.0% |
| HD Home Depot Inc. | 0.62% | 12,712 | $4.9M | Reduce -3.6% |
| MCD McDonald's Corp. | 0.60% | 16,914 | $4.8M | Add +12.9% |
| FULT Fulton Financial Corp. | 0.58% | 286,104 | $4.6M | No change |
| MA Mastercard Inc. Class A | 0.53% | 8,718 | $4.2M | Add +5.6% |
| INTU Intuit Inc. | 0.52% | 6,379 | $4.1M | Add +10.5% |
| JPM JPMorgan Chase & Co. | 0.52% | 20,349 | $4.1M | Reduce -2.3% |
| EFX Equifax Inc. | 0.50% | 14,807 | $4.0M | Add +1.8% |
| PG The Procter & Gamble Co. | 0.49% | 23,874 | $3.9M | Add +9.2% |
| IWF iShares Russell 1000 Growth | 0.49% | 11,489 | $3.9M | No change |
| RBLX Roblox Corp. Class A | 0.48% | 99,803 | $3.8M | Add +1.4% |
| SYK Stryker Corp. | 0.47% | 10,455 | $3.7M | Reduce -3.6% |
| XOM Exxon Mobil Corp. | 0.46% | 31,061 | $3.6M | Add +0.6% |
| ABBV Abbvie Inc. | 0.46% | 19,820 | $3.6M | Add +4.0% |
| APD Air Products & Chemicals Inc. | 0.45% | 14,756 | $3.6M | Add +12.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.45% | 28,817 | $3.5M | Reduce -17.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.44% | 13,807 | $3.4M | Add +0.0% |
| ABT Abbott Laboratories | 0.43% | 30,130 | $3.4M | Reduce -15.0% |
| SDY SS SPDR S&P Dividend ETF | 0.42% | 25,231 | $3.3M | No change |
| TFC Truist Financial Corp. | 0.41% | 83,277 | $3.2M | Add +0.2% |
| VXUS Vanguard Total Intl Stock | 0.40% | 52,101 | $3.1M | Add +0.1% |
| VYM Vanguard High DVD Yield ETF | 0.39% | 25,748 | $3.1M | No change |
| NKE Nike Inc. Class B | 0.39% | 32,603 | $3.1M | Reduce -22.6% |
| APH Amphenol Corp. Class A | 0.39% | 26,578 | $3.1M | Reduce -0.2% |
| MELI MercadoLibre Inc. | 0.38% | 2,000 | $3.0M | No change |
| CVX Chevron Corp. | 0.38% | 18,935 | $3.0M | Reduce -16.7% |
| NOW ServiceNow Inc. | 0.37% | 3,878 | $3.0M | Reduce -7.5% |
| MRK Merck & Co. Inc. | 0.35% | 20,589 | $2.7M | Add +9.8% |
| SBUX Starbucks Corp. | 0.34% | 29,776 | $2.7M | Add +3.9% |
| EPD Enterprise Products Partners | 0.34% | 92,195 | $2.7M | Reduce -8.1% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.34% | 2,638 | $2.7M | Reduce -36.6% |
| ADP Automatic Data Processing | 0.34% | 10,600 | $2.7M | Reduce -2.3% |
| AMGN Amgen Inc. | 0.32% | 8,995 | $2.6M | Reduce -19.4% |
| V Visa Inc. Class A | 0.32% | 8,990 | $2.5M | Add +23.2% |
| TXN Texas Instruments Inc. | 0.30% | 13,809 | $2.4M | Add +8.3% |
| GLD SPDR Gold Shares | 0.30% | 11,594 | $2.4M | No change |
| COST Costco Wholesale Corp. | 0.30% | 3,250 | $2.4M | Reduce -0.2% |
| CYBR Cyberark Software Ltd./Israel | 0.28% | 8,428 | $2.2M | Add +8.2% |
| WM Waste Management Inc. | 0.28% | 10,340 | $2.2M | Add +3.2% |
| XLP SS Consumer Staples Sel Sect | 0.27% | 28,496 | $2.2M | Add +0.0% |
| TSLA Tesla Inc. | 0.27% | 12,351 | $2.2M | Reduce -14.9% |
| KLAC KLA Corp. | 0.27% | 3,080 | $2.2M | Add +4.8% |
| SCHD Schwab US DVD Equity ETF | 0.27% | 26,571 | $2.1M | Reduce -1.8% |
| LOW Lowe's Cos Inc. | 0.26% | 8,202 | $2.1M | Reduce -40.6% |
| AVAV Aerovironment Inc. | 0.26% | 13,279 | $2.0M | Add +9.2% |
| AVGO Broadcom Inc. | 0.25% | 1,517 | $2.0M | Add +75.0% |
| ZTS Zoetis Inc. | 0.25% | 11,518 | $1.9M | Add +252.7% |
| INTC Intel Corp. | 0.24% | 43,628 | $1.9M | Add +2.8% |
| MCHP Microchip Technology Inc. | 0.24% | 21,432 | $1.9M | Reduce -37.0% |
| COR Cencora Inc. | 0.24% | 7,834 | $1.9M | Reduce -38.2% |
| MEDP Medpace Holdings Inc. | 0.24% | 4,688 | $1.9M | Add +8.1% |
| GSLC Goldman Activebeta US LC ETF | 0.24% | 18,129 | $1.9M | Reduce -1.7% |
| UPS United Parcel Service Class B | 0.24% | 12,616 | $1.9M | Reduce -28.9% |
| KO The Coca-Cola Co. | 0.23% | 29,257 | $1.8M | Reduce -28.3% |
| BR Broadridge Financial Solutio | 0.23% | 8,712 | $1.8M | Add +4.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.22% | 46,553 | $1.8M | Add +5.2% |
| NICE Nice Ltd. - Spon ADR | 0.22% | 6,590 | $1.7M | Add +8.2% |
| NFLX Netflix Inc. | 0.21% | 2,776 | $1.7M | Add +47.5% |
| TMO Thermo Fisher Scientific Inc. | 0.21% | 2,882 | $1.7M | Reduce -36.5% |
| FTNT Fortinet Inc. | 0.21% | 24,248 | $1.7M | Add +9.8% |
| MANH Manhattan Associates Inc. | 0.21% | 6,605 | $1.7M | Reduce -11.3% |
| IWM iShares Russell 2000 ETF | 0.21% | 7,849 | $1.7M | Reduce -0.6% |
| CVS CVS Health Corp. | 0.21% | 20,583 | $1.6M | Reduce -36.9% |
| CAT Caterpillar Inc. | 0.20% | 4,426 | $1.6M | Reduce -21.5% |
| ROST Ross Stores Inc. | 0.20% | 10,900 | $1.6M | Reduce -51.4% |
| WMB Williams Cos Inc. | 0.20% | 40,043 | $1.6M | Reduce -7.4% |
| CRM Salesforce Inc. | 0.19% | 5,115 | $1.5M | Add +40.9% |
| PNC PNC Financial Services Group | 0.19% | 9,520 | $1.5M | Add +2.7% |
| BX Blackstone Inc. | 0.19% | 11,332 | $1.5M | Add +4.3% |
| SYY Sysco Corp. | 0.19% | 18,241 | $1.5M | Reduce -42.5% |
| USB US Bancorp | 0.19% | 32,681 | $1.5M | Reduce -35.6% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.19% | 6,140 | $1.5M | No change |
| IDXX Idexx Laboratories Inc. | 0.18% | 2,697 | $1.5M | Add +9.1% |
Portfolio Sells Q4 2023 → Q1 2024
| VERX Vertex Inc. Class A | Reduce -33.3% | 8.69% | −2.60 |
| AAPL Apple Inc. | Reduce -1.5% | 2.77% | −0.46 |
| UNH Unitedhealth Group Inc. | Reduce -18.0% | 0.76% | −0.25 |
| PFE Pfizer Inc. | Reduce -54.1% | 0.16% | −0.22 |
| NKE Nike Inc. Class B | Reduce -22.6% | 0.39% | −0.20 |
| ROST Ross Stores Inc. | Reduce -51.4% | 0.20% | −0.20 |
| TSLA Tesla Inc. | Reduce -14.9% | 0.27% | −0.19 |
| PEP Pepsico Inc. | Reduce -20.2% | 0.64% | −0.16 |
| MCHP Microchip Technology Inc. | Reduce -37.0% | 0.24% | −0.15 |
| MDLZ Mondelez International Inc. Class A | Reduce -40.3% | 0.18% | −0.14 |
| LOW Lowe's Cos Inc. | Reduce -40.6% | 0.26% | −0.13 |
| PRGO Perrigo Co. PLC | Sold out | 0.00% | −0.13 |
| CVS CVS Health Corp. | Reduce -36.9% | 0.21% | −0.13 |
| UPS United Parcel Service Class B | Reduce -28.9% | 0.24% | −0.12 |
| JNJ Johnson & Johnson | Reduce -7.8% | 1.20% | −0.12 |
| SYY Sysco Corp. | Reduce -42.5% | 0.19% | −0.11 |
| STT State Street Corp. | Reduce -46.8% | 0.12% | −0.11 |
| GWW WW Grainger Inc. | Reduce -36.6% | 0.34% | −0.11 |
| MDT Medtronic PLC | Reduce -43.0% | 0.15% | −0.11 |
| DG Dollar General Corp. | Reduce -44.9% | 0.17% | −0.10 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -69.4% | 0.05% | −0.10 |
| USB US Bancorp | Reduce -35.6% | 0.19% | −0.10 |
| TMO Thermo Fisher Scientific Inc. | Reduce -36.5% | 0.21% | −0.10 |
| GPN Global Payments Inc. | Reduce -46.9% | 0.12% | −0.10 |
| COR Cencora Inc. | Reduce -38.2% | 0.24% | −0.10 |
| AMGN Amgen Inc. | Reduce -19.4% | 0.32% | −0.09 |
| PM Philip Morris International | Reduce -29.2% | 0.18% | −0.08 |
| KO The Coca-Cola Co. | Reduce -28.3% | 0.23% | −0.08 |
| GE General Electric | Sold out | 0.00% | −0.08 |
| DBX Dropbox Inc. Class A | Sold out | 0.00% | −0.08 |
| DE Deere & Co. | Reduce -43.3% | 0.10% | −0.07 |
| ABT Abbott Laboratories | Reduce -15.0% | 0.43% | −0.07 |
| CAG Conagra Brands Inc. | Reduce -46.1% | 0.08% | −0.07 |
| ICLR Icon PLC | Sold out | 0.00% | −0.06 |
| CVX Chevron Corp. | Reduce -16.7% | 0.38% | −0.06 |
| SCI Service Corp. International | Reduce -39.5% | 0.11% | −0.06 |
| BA The Boeing Co. | Reduce -4.6% | 0.09% | −0.04 |
| MCO Moody's Corp. | Reduce -25.6% | 0.11% | −0.04 |
| HMY Harmony Gold MNG-Spon ADR | Sold out | 0.00% | −0.04 |
| WAL Western Alliance Bancorp | Sold out | 0.00% | −0.04 |
| INST Instructure Holdings Inc. | Sold out | 0.00% | −0.04 |
| STX Seagate Technology Holdings | Sold out | 0.00% | −0.04 |
| BP BP PLC-Spons ADR | Sold out | 0.00% | −0.04 |
| CMI Cummins Inc. | Sold out | 0.00% | −0.04 |
| CUBE Cubesmart | Sold out | 0.00% | −0.04 |
| ITW Illinois Tool Works | Sold out | 0.00% | −0.03 |
| PAYX Paychex Inc. | Sold out | 0.00% | −0.03 |
| HUM Humana Inc. | Sold out | 0.00% | −0.03 |
| ANSS Ansys Inc. | Reduce -15.1% | 0.12% | −0.03 |
| GBIL Goldman Sachs Access Treasur | Sold out | 0.00% | −0.03 |
Portfolio Buys Q4 2023 → Q1 2024
| META Meta Platforms Inc. Class A | Add +11.2% | 2.00% | +0.66 |
| NVDA Nvidia Corp. | Add +48.6% | 0.92% | +0.57 |
| MSFT Microsoft Corp. | Add +1.9% | 2.74% | +0.28 |
| LLY Eli Lilly & Co. | Add +30.0% | 0.62% | +0.26 |
| ZTS Zoetis Inc. | Add +252.7% | 0.25% | +0.16 |
| IJR iShares Core S&P Small-Cap E | Add +7.5% | 2.26% | +0.16 |
| APP AppLovin Corp. Class A | New | 0.15% | +0.15 |
| AVGO Broadcom Inc. | Add +75.0% | 0.25% | +0.13 |
| VOO Vanguard S&P 500 ETF | Add +3.4% | 1.24% | +0.13 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 0.10% | +0.10 |
| NFLX Netflix Inc. | Add +47.5% | 0.21% | +0.09 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.6% | 0.68% | +0.09 |
| CEG Constellation Energy | New | 0.09% | +0.09 |
| ANET Arista Networks Inc. | New | 0.09% | +0.09 |
| SMCI Super Micro Computer Inc. | New | 0.09% | +0.09 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +283.2% | 0.11% | +0.08 |
| MRK Merck & Co. Inc. | Add +9.8% | 0.35% | +0.08 |
| MA Mastercard Inc. Class A | Add +5.6% | 0.53% | +0.08 |
| PG The Procter & Gamble Co. | Add +9.2% | 0.49% | +0.08 |
| XLK SS Technology Select Sector | Add +0.0% | 1.34% | +0.08 |
| ABBV Abbvie Inc. | Add +4.0% | 0.46% | +0.07 |
| V Visa Inc. Class A | Add +23.2% | 0.32% | +0.07 |
| CRM Salesforce Inc. | Add +40.9% | 0.19% | +0.07 |
| KKR KKR & Co. Inc. | Add +147.6% | 0.11% | +0.07 |
| MEDP Medpace Holdings Inc. | Add +8.1% | 0.24% | +0.07 |
| MU Micron Technology Inc. | Add +44.9% | 0.13% | +0.06 |
| AMD Advanced Micro Devices | Add +47.1% | 0.15% | +0.06 |
| SNPS Synopsys Inc. | Add +127.3% | 0.11% | +0.06 |
| CYBR Cyberark Software Ltd./Israel | Add +8.2% | 0.28% | +0.06 |
| DHI D.R. Horton Inc. | New | 0.06% | +0.06 |
| NICE Nice Ltd. - Spon ADR | Add +8.2% | 0.22% | +0.06 |
| AVAV Aerovironment Inc. | Add +9.2% | 0.26% | +0.06 |
| INTU Intuit Inc. | Add +10.5% | 0.52% | +0.06 |
| LRCX Lam Research Corp. | Add +78.6% | 0.11% | +0.06 |
| XOM Exxon Mobil Corp. | Add +0.6% | 0.46% | +0.06 |
| ISRG Intuitive Surgical Inc. | New | 0.06% | +0.06 |
| MLM Martin Marietta Materials | New | 0.05% | +0.05 |
| KLAC KLA Corp. | Add +4.8% | 0.27% | +0.05 |
| STAA Staar Surgical Co. | Add +104.0% | 0.08% | +0.05 |
| WM Waste Management Inc. | Add +3.2% | 0.28% | +0.05 |
| FTNT Fortinet Inc. | Add +9.8% | 0.21% | +0.04 |
| HSY The Hershey Co. | New | 0.04% | +0.04 |
| TOST Toast Inc. Class A | Add +74.2% | 0.07% | +0.04 |
| ARM Arm Holdings PLC-ADR | New | 0.04% | +0.04 |
| CVLT Commvault Systems Inc. | Add +8.2% | 0.16% | +0.04 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.2% | 0.67% | +0.04 |
| CGNT Cognyte Software Ltd. | Add +8.2% | 0.15% | +0.04 |
| IWP iShares Russell Mid-Cap Grow | New | 0.04% | +0.04 |
| EFX Equifax Inc. | Add +1.8% | 0.50% | +0.04 |
| TSM Taiwan Semiconductor-SP ADR | Add +1.3% | 0.16% | +0.04 |
Options Activity Q4 2023 → Q1 2024
| QQQ Invesco QQQ Trust Series 1 | put | Sold out | 4,000 | $1.6Mbefore exit |
| TSLA Tesla Inc. | call | Sold out | 600 | $149Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 337 | $1.1B | QLTY, VOO, IJR, MTZ, AAPL |
| Q1 2026 | 279 | $848.2M | QLTY, IJR, IVV, IWB, AAPL |
| Q4 2025 | 288 | $931.0M | QLTY, MTZ, IVV, AAPL, IWB |
| Q3 2025 | 250 | $809.6M | QLTY, MTZ, VERX, IWB, AAPL |
| Q2 2025 | 18 | $6.3M | QLTY, VERX, MTZ, FULT, DFAC |
| Q1 2025 | 432 | $971.6M | MTZ, VERX, JGRW, AAPL, IWB |
| Q4 2024 | 410 | $1.0B | MTZ, VERX, JGRW, AAPL, IWB |
| Q3 2024 | 376 | $923.3M | MTZ, VERX, AAPL, IWB, MSFT |
| Q2 2024 | 327 | $822.5M | MTZ, VERX, AAPL, IWB, MSFT |
| Q1 2024 | 314 | $791.4M | MTZ, VERX, IWB, IVV, AAPL |