Legacy Advisors, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 30, 2024), Legacy Advisors, LLC reported 327 stock positions worth $822.5 million. Its top holding was Mastec (MTZ) at 12.9% of the portfolio, followed by Vertex Class A (VERX, 9.5%) and Apple (AAPL, 3.8%). Compared with Q1 2024, it opened 33 new positions, sold out of 20, added to 168 and reduced 86. The biggest buy was Apple (AAPL, shares +15%) and the biggest sale Mastec (MTZ, shares −15%).
- Most Recent 13F
- Q2 2026
- Location
- PLYMOUTH MEETING, PA
- CIK
- 0001720969
- Portfolio Value
- $822.5M (Q2 2024)
- SEC Filing
- 0001720969-24-000003 ↗ filed Jul 30, 2024
Holdings Value
Holdings 327 stocks · $822.5M
| MTZ Mastec Inc. | 12.93% | 994,126 | $106.4M | Reduce -14.8% |
| VERX Vertex Inc. Class A | 9.48% | 2,163,473 | $78.0M | Reduce -0.0% |
| AAPL Apple Inc. | 3.76% | 146,660 | $30.9M | Add +14.7% |
| IWB iShares Russell 1000 ETF | 3.18% | 88,036 | $26.2M | Add +0.5% |
| MSFT Microsoft Corp. | 2.90% | 53,310 | $23.8M | Add +3.5% |
| IVV iShares Core S&P 500 ETF | 2.83% | 42,480 | $23.2M | Add +1.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.46% | 37,152 | $20.2M | Add +1.3% |
| IWR iShares Russell Mid-Cap ETF | 2.30% | 233,442 | $18.9M | Add +2.2% |
| IJR iShares Core S&P Small-Cap E | 2.20% | 169,297 | $18.1M | Add +4.5% |
| META Meta Platforms Inc. Class A | 2.09% | 34,143 | $17.2M | Add +4.7% |
| AMZN Amazon.com Inc. | 1.59% | 67,656 | $13.1M | Add +3.2% |
| GOOGL Alphabet Inc. Class A | 1.54% | 69,363 | $12.6M | Add +5.6% |
| XLK SS Technology Select Sector | 1.42% | 51,536 | $11.7M | Add +0.8% |
| NVDA Nvidia Corp. | 1.41% | 93,896 | $11.6M | Add +16.8% |
| VOO Vanguard S&P 500 ETF | 1.26% | 20,601 | $10.3M | Add +1.0% |
| BSY Bentley Systems Inc. Class B | 1.16% | 192,736 | $9.5M | Reduce -0.8% |
| MDY State Street SPDR S&P Midcap | 1.11% | 17,056 | $9.1M | Reduce -0.1% |
| OEF iShares S&P 100 ETF | 1.11% | 34,491 | $9.1M | Reduce -0.1% |
| JNJ Johnson & Johnson | 1.05% | 59,064 | $8.6M | Reduce -1.7% |
| UBER Uber Technologies Inc. | 1.01% | 114,862 | $8.3M | Reduce -10.3% |
| GOOG Alphabet Inc. Class C | 0.88% | 41,876 | $7.2M | Add +13.4% |
| LLY Eli Lilly & Co. | 0.79% | 7,138 | $6.5M | Add +13.1% |
| UNH Unitedhealth Group Inc. | 0.72% | 11,556 | $5.9M | Reduce -4.4% |
| MRSH Marsh & McLennan Cos | 0.71% | 27,793 | $5.9M | Add +7.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.70% | 11,992 | $5.7M | Add +0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.65% | 13,065 | $5.3M | Add +1.8% |
| ACN Accenture PLC Class A | 0.60% | 16,262 | $4.9M | Add +2.1% |
| JPM JPMorgan Chase & Co. | 0.60% | 24,236 | $4.9M | Add +19.1% |
| FULT Fulton Financial Corp. | 0.58% | 281,104 | $4.8M | Reduce -1.8% |
| PEP Pepsico Inc. | 0.58% | 28,845 | $4.8M | Reduce -0.1% |
| MCD McDonald's Corp. | 0.56% | 18,202 | $4.6M | Add +7.6% |
| IWF iShares Russell 1000 Growth | 0.53% | 11,989 | $4.4M | Add +4.3% |
| INTU Intuit Inc. | 0.49% | 6,091 | $4.0M | Reduce -4.5% |
| MA Mastercard Inc. Class A | 0.48% | 9,034 | $4.0M | Add +3.6% |
| HD Home Depot Inc. | 0.48% | 11,568 | $4.0M | Reduce -9.0% |
| PG The Procter & Gamble Co. | 0.46% | 22,728 | $3.7M | Reduce -4.8% |
| EFX Equifax Inc. | 0.45% | 15,347 | $3.7M | Add +3.6% |
| SYK Stryker Corp. | 0.44% | 10,692 | $3.6M | Add +2.3% |
| RBLX Roblox Corp. Class A | 0.42% | 93,404 | $3.5M | Reduce -6.4% |
| XOM Exxon Mobil Corp. | 0.42% | 29,699 | $3.4M | Reduce -4.4% |
| ABBV Abbvie Inc. | 0.41% | 19,872 | $3.4M | Add +0.3% |
| APH Amphenol Corp. Class A | 0.41% | 49,752 | $3.4M | Reduce -6.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.41% | 13,810 | $3.4M | Add +0.0% |
| AVGO Broadcom Inc. | 0.41% | 2,090 | $3.4M | Add +37.8% |
| ABT Abbott Laboratories | 0.39% | 31,152 | $3.2M | Add +3.4% |
| SDY SS SPDR S&P Dividend ETF | 0.39% | 25,231 | $3.2M | No change |
| COST Costco Wholesale Corp. | 0.39% | 3,764 | $3.2M | Add +15.8% |
| VXUS Vanguard Total Intl Stock | 0.38% | 52,136 | $3.1M | Add +0.1% |
| VYM Vanguard High DVD Yield ETF | 0.37% | 25,748 | $3.1M | No change |
| MELI MercadoLibre Inc. | 0.37% | 1,846 | $3.0M | Reduce -7.7% |
| CVX Chevron Corp. | 0.37% | 19,373 | $3.0M | Add +2.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.36% | 29,980 | $3.0M | Add +4.0% |
| AMGN Amgen Inc. | 0.36% | 9,365 | $2.9M | Add +4.1% |
| KO The Coca-Cola Co. | 0.35% | 45,449 | $2.9M | Add +55.3% |
| KLAC KLA Corp. | 0.35% | 3,479 | $2.9M | Add +12.9% |
| TXN Texas Instruments Inc. | 0.34% | 14,545 | $2.8M | Add +5.3% |
| TSLA Tesla Inc. | 0.33% | 13,773 | $2.7M | Add +11.5% |
| EPD Enterprise Products Partners | 0.33% | 93,081 | $2.7M | Add +1.0% |
| NOW ServiceNow Inc. | 0.32% | 3,368 | $2.6M | Reduce -13.2% |
| V Visa Inc. Class A | 0.32% | 10,020 | $2.6M | Add +11.5% |
| MRK Merck & Co. Inc. | 0.32% | 21,071 | $2.6M | Add +2.3% |
| ADP Automatic Data Processing | 0.32% | 10,894 | $2.6M | Add +2.8% |
| ZTS Zoetis Inc. | 0.31% | 14,910 | $2.6M | Add +29.4% |
| PM Philip Morris International | 0.31% | 24,783 | $2.5M | Add +66.7% |
| GLD SPDR Gold Shares | 0.30% | 11,594 | $2.5M | No change |
| AVAV Aerovironment Inc. | 0.30% | 13,446 | $2.4M | Add +1.3% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.29% | 9,433 | $2.4M | Add +53.6% |
| WM Waste Management Inc. | 0.29% | 11,028 | $2.4M | Add +6.7% |
| CYBR Cyberark Software Ltd./Israel | 0.28% | 8,541 | $2.3M | Add +1.3% |
| NKE Nike Inc. Class B | 0.28% | 30,139 | $2.3M | Reduce -7.6% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.28% | 2,526 | $2.3M | Reduce -4.3% |
| XLP SS Consumer Staples Sel Sect | 0.27% | 28,501 | $2.2M | Add +0.0% |
| SCHD Schwab US DVD Equity ETF | 0.25% | 26,571 | $2.1M | No change |
| NFLX Netflix Inc. | 0.25% | 3,084 | $2.1M | Add +11.1% |
| SBUX Starbucks Corp. | 0.25% | 26,068 | $2.0M | Reduce -12.4% |
| MEDP Medpace Holdings Inc. | 0.24% | 4,747 | $2.0M | Add +1.3% |
| GSLC Goldman Activebeta US LC ETF | 0.24% | 18,275 | $2.0M | Add +0.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.23% | 48,090 | $1.9M | Add +3.3% |
| MCHP Microchip Technology Inc. | 0.23% | 20,852 | $1.9M | Reduce -2.7% |
| BR Broadridge Financial Solutio | 0.23% | 9,611 | $1.9M | Add +10.3% |
| VRSK Verisk Analytics Inc. | 0.22% | 6,823 | $1.8M | Add +14.9% |
| LOW Lowe's Cos Inc. | 0.22% | 8,200 | $1.8M | Reduce -0.0% |
| WMB Williams Cos Inc. | 0.21% | 40,354 | $1.7M | Add +0.8% |
| QCOM Qualcomm Inc. | 0.21% | 8,585 | $1.7M | Add +97.1% |
| WMT Walmart Inc. | 0.20% | 24,534 | $1.7M | Add +88.7% |
| MANH Manhattan Associates Inc. | 0.20% | 6,689 | $1.7M | Add +1.3% |
| COR Cencora Inc. | 0.20% | 7,233 | $1.6M | Reduce -7.7% |
| UPS United Parcel Service Class B | 0.20% | 11,800 | $1.6M | Reduce -6.5% |
| IWM iShares Russell 2000 ETF | 0.19% | 7,830 | $1.6M | Reduce -0.2% |
| TMO Thermo Fisher Scientific Inc. | 0.19% | 2,854 | $1.6M | Reduce -1.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.19% | 8,754 | $1.5M | Reduce -2.8% |
| PNC PNC Financial Services Group | 0.18% | 9,649 | $1.5M | Add +1.4% |
| CVLT Commvault Systems Inc. | 0.18% | 12,309 | $1.5M | Add +1.6% |
| ROST Ross Stores Inc. | 0.18% | 10,119 | $1.5M | Reduce -7.2% |
| PFE Pfizer Inc. | 0.18% | 51,483 | $1.4M | Add +9.7% |
| IVW iShares S&P 500 Growth ETF | 0.17% | 15,552 | $1.4M | No change |
| FTNT Fortinet Inc. | 0.17% | 23,376 | $1.4M | Reduce -3.6% |
| ORCL Oracle Corp. | 0.17% | 9,704 | $1.4M | Add +5.2% |
| BX Blackstone Inc. | 0.17% | 11,022 | $1.4M | Reduce -2.7% |
| IDXX Idexx Laboratories Inc. | 0.16% | 2,743 | $1.3M | Add +1.7% |
Options reported separately and not counted above: TSLA calls ($119K).
Portfolio Sells Q1 2024 → Q2 2024
| MTZ Mastec Inc. | Reduce -14.8% | 12.93% | −0.82 |
| TFC Truist Financial Corp. | Sold out | 0.00% | −0.41 |
| APD Air Products & Chemicals Inc. | Reduce -68.3% | 0.15% | −0.30 |
| UBER Uber Technologies Inc. | Reduce -10.3% | 1.01% | −0.23 |
| INTC Intel Corp. | Reduce -77.0% | 0.04% | −0.21 |
| CVS CVS Health Corp. | Reduce -73.8% | 0.04% | −0.17 |
| JNJ Johnson & Johnson | Reduce -1.7% | 1.05% | −0.15 |
| HD Home Depot Inc. | Reduce -9.0% | 0.48% | −0.13 |
| BSY Bentley Systems Inc. Class B | Reduce -0.8% | 1.16% | −0.13 |
| PXD Pioneer Natural Resources Co. | Sold out | 0.00% | −0.11 |
| NKE Nike Inc. Class B | Reduce -7.6% | 0.28% | −0.11 |
| SBUX Starbucks Corp. | Reduce -12.4% | 0.25% | −0.10 |
| CAT Caterpillar Inc. | Reduce -38.8% | 0.11% | −0.10 |
| LBAI Lakeland Bancorp Inc. | Sold out | 0.00% | −0.10 |
| MDY State Street SPDR S&P Midcap | Reduce -0.1% | 1.11% | −0.09 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −0.09 |
| CAG Conagra Brands Inc. | Sold out | 0.00% | −0.08 |
| SUN Sunoco LP | Sold out | 0.00% | −0.08 |
| CRM Salesforce Inc. | Reduce -22.5% | 0.12% | −0.07 |
| APP AppLovin Corp. Class A | Reduce -56.9% | 0.08% | −0.07 |
| HES Hess Corp. | Reduce -66.4% | 0.03% | −0.07 |
| PEP Pepsico Inc. | Reduce -0.1% | 0.58% | −0.07 |
| GWW WW Grainger Inc. | Reduce -4.3% | 0.28% | −0.06 |
| KKR KKR & Co. Inc. | Reduce -56.7% | 0.05% | −0.06 |
| RBLX Roblox Corp. Class A | Reduce -6.4% | 0.42% | −0.06 |
| CEG Constellation Energy | Reduce -60.9% | 0.04% | −0.05 |
| MLM Martin Marietta Materials | Sold out | 0.00% | −0.05 |
| NOW ServiceNow Inc. | Reduce -13.2% | 0.32% | −0.05 |
| F Ford Motor Co. | Reduce -64.0% | 0.02% | −0.05 |
| PCT Purecycle Technologies Inc. | Reduce -53.9% | 0.04% | −0.05 |
| MU Micron Technology Inc. | Reduce -41.3% | 0.08% | −0.05 |
| ANET Arista Networks Inc. | Reduce -62.4% | 0.04% | −0.05 |
| ANSS Ansys Inc. | Reduce -29.8% | 0.07% | −0.04 |
| LOW Lowe's Cos Inc. | Reduce -0.0% | 0.22% | −0.04 |
| GPN Global Payments Inc. | Reduce -9.0% | 0.08% | −0.04 |
| AMD Advanced Micro Devices | Reduce -18.7% | 0.10% | −0.04 |
| COR Cencora Inc. | Reduce -7.7% | 0.20% | −0.04 |
| DG Dollar General Corp. | Reduce -8.1% | 0.12% | −0.04 |
| ARM Arm Holdings PLC-ADR | Sold out | 0.00% | −0.04 |
| UPS United Parcel Service Class B | Reduce -6.5% | 0.20% | −0.04 |
| XOM Exxon Mobil Corp. | Reduce -4.4% | 0.42% | −0.04 |
| UNH Unitedhealth Group Inc. | Reduce -4.4% | 0.72% | −0.04 |
| SYY Sysco Corp. | Reduce -6.8% | 0.15% | −0.04 |
| NLY Annaly Capital Management Inc. | Sold out | 0.00% | −0.04 |
| FTNT Fortinet Inc. | Reduce -3.6% | 0.17% | −0.04 |
| INTU Intuit Inc. | Reduce -4.5% | 0.49% | −0.04 |
| CNO Cno Financial Group Inc. | Reduce -22.6% | 0.11% | −0.04 |
| DHI D.R. Horton Inc. | Reduce -48.7% | 0.03% | −0.04 |
| VST Vistra Corp. | Sold out | 0.00% | −0.03 |
| USB US Bancorp | Reduce -4.5% | 0.15% | −0.03 |
Portfolio Buys Q1 2024 → Q2 2024
| AAPL Apple Inc. | Add +14.7% | 3.76% | +0.99 |
| NVDA Nvidia Corp. | Add +16.8% | 1.41% | +0.49 |
| GOOGL Alphabet Inc. Class A | Add +5.6% | 1.54% | +0.28 |
| GOOG Alphabet Inc. Class C | Add +13.4% | 0.88% | +0.22 |
| LLY Eli Lilly & Co. | Add +13.1% | 0.79% | +0.17 |
| MSFT Microsoft Corp. | Add +3.5% | 2.90% | +0.16 |
| AVGO Broadcom Inc. | Add +37.8% | 0.41% | +0.15 |
| PM Philip Morris International | Add +66.7% | 0.31% | +0.13 |
| SHW The Sherwin-Williams Co. | New | 0.13% | +0.13 |
| KO The Coca-Cola Co. | Add +55.3% | 0.35% | +0.12 |
| QCOM Qualcomm Inc. | Add +97.1% | 0.21% | +0.11 |
| GE General Electric | New | 0.11% | +0.11 |
| WMT Walmart Inc. | Add +88.7% | 0.20% | +0.10 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +53.6% | 0.29% | +0.10 |
| AMZN Amazon.com Inc. | Add +3.2% | 1.59% | +0.10 |
| META Meta Platforms Inc. Class A | Add +4.7% | 2.09% | +0.09 |
| PFS Provident Financial Services | New | 0.09% | +0.09 |
| COST Costco Wholesale Corp. | Add +15.8% | 0.39% | +0.09 |
| STZ Constellation Brands Inc. Class A | New | 0.09% | +0.09 |
| DUK Duke Energy Corp. | New | 0.09% | +0.09 |
| RAMP Liveramp Holdings Inc. | New | 0.08% | +0.08 |
| JPM JPMorgan Chase & Co. | Add +19.1% | 0.60% | +0.08 |
| KLAC KLA Corp. | Add +12.9% | 0.35% | +0.08 |
| AEP American Electric Power | New | 0.08% | +0.08 |
| XLK SS Technology Select Sector | Add +0.8% | 1.42% | +0.07 |
| ZTS Zoetis Inc. | Add +29.4% | 0.31% | +0.07 |
| KDP Keurig Dr Pepper Inc. | New | 0.06% | +0.06 |
| SHEL Shell PLC-ADR | New | 0.06% | +0.06 |
| NEE Nextera Energy Inc. | Add +160.8% | 0.09% | +0.06 |
| SO The Southern Co. | New | 0.06% | +0.06 |
| TSLA Tesla Inc. | Add +11.5% | 0.33% | +0.06 |
| VRSK Verisk Analytics Inc. | Add +14.9% | 0.22% | +0.05 |
| IWF iShares Russell 1000 Growth | Add +4.3% | 0.53% | +0.04 |
| PANW Palo Alto Networks Inc. | Add +129.1% | 0.07% | +0.04 |
| AVAV Aerovironment Inc. | Add +1.3% | 0.30% | +0.04 |
| NFLX Netflix Inc. | Add +11.1% | 0.25% | +0.04 |
| TXN Texas Instruments Inc. | Add +5.3% | 0.34% | +0.04 |
| CMG Chipotle Mexican Grill Inc. | New | 0.04% | +0.04 |
| MRSH Marsh & McLennan Cos | Add +7.4% | 0.71% | +0.04 |
| IGM iShares Expanded Tech Sector | New | 0.04% | +0.04 |
| IVV iShares Core S&P 500 ETF | Add +1.2% | 2.83% | +0.04 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +28.6% | 0.14% | +0.04 |
| RSP Invesco S&P 500 Equal Weight | New | 0.04% | +0.04 |
| NUE Nucor Corp. | New | 0.04% | +0.04 |
| SNPS Synopsys Inc. | Add +33.2% | 0.14% | +0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.3% | 2.46% | +0.03 |
| LEN Lennar Corp. Class A | New | 0.03% | +0.03 |
| AMGN Amgen Inc. | Add +4.1% | 0.36% | +0.03 |
| CMI Cummins Inc. | New | 0.03% | +0.03 |
| MAR Marriott International Class A | New | 0.03% | +0.03 |
Options Activity Q1 2024 → Q2 2024
| TSLA Tesla Inc. | call | New | 600 | $119K |
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 |