Legacy Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Legacy Advisors, LLC reported 410 stock positions worth $1.0 billion. Its top holding was Mastec (MTZ) at 10.8% of the portfolio, followed by Vertex Class A (VERX, 7.2%) and Jensen Quality Growth ETF (JGRW, 4.3%). Compared with Q3 2024, it opened 52 new positions, sold out of 18, added to 199 and reduced 106. The biggest buy was Jensen Quality Growth ETF (JGRW, shares +5369%) and the biggest sale Vertex Class A (VERX, shares −35%).
- Most Recent 13F
- Q2 2026
- Location
- PLYMOUTH MEETING, PA
- CIK
- 0001720969
- Portfolio Value
- $1.0B (Q4 2024)
- SEC Filing
- 0001667731-25-000263 ↗ filed Feb 14, 2025
Holdings Value
Holdings 410 stocks · $1.0B
| MTZ Mastec Inc. | 10.82% | 818,646 | $111.5M | Add +10.7% |
| VERX Vertex Inc. Class A | 7.24% | 1,397,779 | $74.6M | Reduce -35.4% |
| JGRW Jensen Quality Growth ETF | 4.33% | 1,721,881 | $44.6M | Add +5368.6% |
| AAPL Apple Inc. | 4.19% | 172,411 | $43.2M | Add +16.5% |
| IWB iShares Russell 1000 ETF | 2.84% | 90,961 | $29.3M | Add +3.3% |
| MSFT Microsoft Corp. | 2.53% | 61,773 | $26.0M | Add +7.9% |
| IJR iShares Core S&P Small-Cap E | 2.29% | 204,659 | $23.6M | Add +6.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.21% | 38,932 | $22.8M | Add +3.9% |
| IVV iShares Core S&P 500 ETF | 2.20% | 38,497 | $22.7M | Reduce -9.3% |
| META Meta Platforms Inc. Class A | 2.10% | 36,914 | $21.6M | Add +3.5% |
| IWR iShares Russell Mid-Cap ETF | 1.96% | 228,528 | $20.2M | Reduce -1.0% |
| AMZN Amazon.com Inc. | 1.86% | 87,259 | $19.1M | Add +9.1% |
| NVDA Nvidia Corp. | 1.55% | 119,002 | $16.0M | Add +26.9% |
| GOOGL Alphabet Inc. Class A | 1.46% | 79,597 | $15.1M | Add +2.8% |
| XLK SS Technology Select Sector | 1.18% | 52,285 | $12.2M | Add +0.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.14% | 25,952 | $11.8M | Add +6.6% |
| VOO Vanguard S&P 500 ETF | 1.13% | 21,681 | $11.7M | Add +7.3% |
| OEF iShares S&P 100 ETF | 0.96% | 34,404 | $9.9M | Add +0.0% |
| MDY State Street SPDR S&P Midcap | 0.94% | 17,072 | $9.7M | Add +0.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.94% | 18,883 | $9.7M | Add +12.5% |
| BSY Bentley Systems Inc. Class B | 0.88% | 193,182 | $9.0M | Add +0.1% |
| GOOG Alphabet Inc. Class C | 0.80% | 46,012 | $8.3M | Add +16.4% |
| DFAC Dimensional US Core Equity 2 | 0.80% | 238,363 | $8.2M | No change |
| TSLA Tesla Inc. | 0.78% | 19,934 | $8.1M | Add +7.8% |
| JNJ Johnson & Johnson | 0.77% | 55,189 | $8.0M | Reduce -10.0% |
| UBER Uber Technologies Inc. | 0.69% | 117,308 | $7.1M | Add +2.2% |
| JPM JPMorgan Chase & Co. | 0.62% | 26,635 | $6.4M | Add +6.1% |
| UNH Unitedhealth Group Inc. | 0.61% | 12,431 | $6.3M | Reduce -0.3% |
| MRSH Marsh & McLennan Cos | 0.58% | 28,171 | $6.0M | Reduce -0.9% |
| ACN Accenture PLC Class A | 0.56% | 16,393 | $5.8M | Add +3.3% |
| MA Mastercard Inc. Class A | 0.55% | 10,792 | $5.7M | Add +5.3% |
| MCD McDonald's Corp. | 0.53% | 18,910 | $5.5M | Reduce -0.5% |
| FULT Fulton Financial Corp. | 0.53% | 281,104 | $5.5M | No change |
| GLD SPDR Gold Shares | 0.51% | 21,494 | $5.2M | Add +1.4% |
| RBLX Roblox Corp. Class A | 0.49% | 87,137 | $5.0M | Reduce -0.2% |
| APH Amphenol Corp. Class A | 0.48% | 71,685 | $5.0M | Add +53.6% |
| IWF iShares Russell 1000 Growth | 0.48% | 12,389 | $5.0M | Add +3.3% |
| LLY Eli Lilly & Co. | 0.48% | 6,393 | $4.9M | Reduce -16.8% |
| HD Home Depot Inc. | 0.47% | 12,379 | $4.8M | Add +0.5% |
| PEP Pepsico Inc. | 0.46% | 30,558 | $4.7M | Reduce -1.5% |
| AVGO Broadcom Inc. | 0.45% | 19,926 | $4.6M | Add +1.8% |
| V Visa Inc. Class A | 0.43% | 14,004 | $4.4M | Add +12.4% |
| INTU Intuit Inc. | 0.41% | 6,669 | $4.2M | Add +5.3% |
| SYK Stryker Corp. | 0.39% | 11,211 | $4.0M | Add +1.5% |
| ZTS Zoetis Inc. | 0.37% | 23,615 | $3.8M | Add +39.3% |
| PG The Procter & Gamble Co. | 0.37% | 22,699 | $3.8M | Reduce -9.3% |
| VYM Vanguard High DVD Yield ETF | 0.37% | 29,808 | $3.8M | Add +15.8% |
| EFX Equifax Inc. | 0.36% | 14,718 | $3.8M | Add +1.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.36% | 14,045 | $3.7M | Reduce -1.2% |
| ABBV Abbvie Inc. | 0.36% | 20,812 | $3.7M | Reduce -5.0% |
| ABT Abbott Laboratories | 0.36% | 32,565 | $3.7M | Reduce -0.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.36% | 33,042 | $3.7M | Add +6.4% |
| COST Costco Wholesale Corp. | 0.35% | 3,896 | $3.6M | Add +0.0% |
| XOM Exxon Mobil Corp. | 0.34% | 32,802 | $3.5M | Reduce -8.1% |
| NOW ServiceNow Inc. | 0.32% | 3,157 | $3.3M | Add +5.3% |
| SDY SS SPDR S&P Dividend ETF | 0.32% | 25,231 | $3.3M | No change |
| NFLX Netflix Inc. | 0.32% | 3,670 | $3.3M | Add +6.5% |
| ADP Automatic Data Processing | 0.32% | 11,110 | $3.3M | Reduce -4.1% |
| VXUS Vanguard Total Intl Stock | 0.31% | 54,715 | $3.2M | Add +5.3% |
| PM Philip Morris International | 0.31% | 26,646 | $3.2M | Add +4.3% |
| MELI MercadoLibre Inc. | 0.31% | 1,883 | $3.2M | Add +2.0% |
| CVX Chevron Corp. | 0.31% | 21,981 | $3.2M | Add +12.7% |
| VRSK Verisk Analytics Inc. | 0.30% | 11,102 | $3.1M | Add +62.0% |
| EPD Enterprise Products Partners | 0.28% | 93,086 | $2.9M | Reduce -1.0% |
| TXN Texas Instruments Inc. | 0.28% | 15,552 | $2.9M | Add +3.2% |
| CYBR Cyberark Software Ltd./Israel | 0.26% | 7,972 | $2.7M | Add +1.7% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.25% | 9,433 | $2.5M | No change |
| ISRG Intuitive Surgical Inc. | 0.25% | 4,846 | $2.5M | Add +11.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.24% | 57,424 | $2.5M | Add +8.0% |
| MCO Moody's Corp. | 0.23% | 5,099 | $2.4M | Add +176.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.23% | 9,998 | $2.4M | Add +122.7% |
| WM Waste Management Inc. | 0.23% | 11,879 | $2.4M | Add +3.1% |
| IWM iShares Russell 2000 ETF | 0.23% | 10,686 | $2.4M | Add +36.5% |
| WMT Walmart Inc. | 0.23% | 26,068 | $2.4M | Add +6.2% |
| KLAC KLA Corp. | 0.23% | 3,745 | $2.4M | Add +2.5% |
| BR Broadridge Financial Solutio | 0.22% | 10,206 | $2.3M | Add +4.2% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.22% | 2,188 | $2.3M | Reduce -12.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.22% | 32,038 | $2.3M | Add +15.4% |
| XLP SS Consumer Staples Sel Sect | 0.22% | 28,509 | $2.2M | Add +0.0% |
| WMB Williams Cos Inc. | 0.22% | 41,150 | $2.2M | Reduce -5.9% |
| AMGN Amgen Inc. | 0.21% | 8,416 | $2.2M | Reduce -10.7% |
| FISV Fiserv Inc. | 0.21% | 10,665 | $2.2M | Add +1.1% |
| SCHD Schwab US DVD Equity ETF | 0.20% | 76,587 | $2.1M | Add +0.3% |
| MRK Merck & Co. Inc. | 0.20% | 20,132 | $2.0M | Reduce -1.9% |
| GSLC Goldman Activebeta US LC ETF | 0.20% | 17,414 | $2.0M | Reduce -4.0% |
| ORCL Oracle Corp. | 0.19% | 11,885 | $2.0M | Add +7.5% |
| T AT&T Inc. | 0.19% | 86,355 | $2.0M | Add +22.5% |
| CRM Salesforce Inc. | 0.19% | 5,880 | $2.0M | Add +26.2% |
| PNC PNC Financial Services Group | 0.19% | 9,960 | $1.9M | Reduce -3.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.18% | 9,416 | $1.9M | Add +1.9% |
| BX Blackstone Inc. | 0.18% | 10,702 | $1.8M | Add +3.1% |
| CVLT Commvault Systems Inc. | 0.18% | 12,093 | $1.8M | Add +1.5% |
| CME Cme Group Inc. | 0.17% | 7,557 | $1.8M | Add +79.3% |
| NKE Nike Inc. Class B | 0.17% | 23,147 | $1.8M | Reduce -19.3% |
| NVR NVR Inc. | 0.17% | 214 | $1.8M | No change |
| APP AppLovin Corp. Class A | 0.17% | 5,370 | $1.7M | Reduce -21.5% |
| CPRT Copart Inc. | 0.17% | 29,832 | $1.7M | Add +3.8% |
| AVAV Aerovironment Inc. | 0.16% | 11,017 | $1.7M | Reduce -13.7% |
| LOW Lowe's Cos Inc. | 0.16% | 6,822 | $1.7M | Reduce -16.8% |
| MSCI MSCI Inc. | 0.16% | 2,802 | $1.7M | Add +155.2% |
Options reported separately and not counted above: TSLA calls ($166K).
Portfolio Sells Q3 2024 → Q4 2024
| VERX Vertex Inc. Class A | Reduce -35.4% | 7.24% | −1.78 |
| IVV iShares Core S&P 500 ETF | Reduce -9.3% | 2.20% | −0.45 |
| JNJ Johnson & Johnson | Reduce -10.0% | 0.77% | −0.30 |
| LLY Eli Lilly & Co. | Reduce -16.8% | 0.48% | −0.26 |
| IWR iShares Russell Mid-Cap ETF | Reduce -1.0% | 1.96% | −0.24 |
| SGOV iShares 0-3 Month Treasury B | Sold out | 0.00% | −0.19 |
| UNH Unitedhealth Group Inc. | Reduce -0.3% | 0.61% | −0.18 |
| KO The Coca-Cola Co. | Reduce -37.5% | 0.16% | −0.17 |
| AMGN Amgen Inc. | Reduce -10.7% | 0.21% | −0.12 |
| PEP Pepsico Inc. | Reduce -1.5% | 0.46% | −0.12 |
| AVAV Aerovironment Inc. | Reduce -13.7% | 0.16% | −0.11 |
| XOM Exxon Mobil Corp. | Reduce -8.1% | 0.34% | −0.11 |
| ABBV Abbvie Inc. | Reduce -5.0% | 0.36% | −0.11 |
| MRSH Marsh & McLennan Cos | Reduce -0.9% | 0.58% | −0.11 |
| NKE Nike Inc. Class B | Reduce -19.3% | 0.17% | −0.10 |
| BALL Ball Corp. | Sold out | 0.00% | −0.10 |
| PG The Procter & Gamble Co. | Reduce -9.3% | 0.37% | −0.10 |
| SBUX Starbucks Corp. | Reduce -34.0% | 0.12% | −0.10 |
| MCD McDonald's Corp. | Reduce -0.5% | 0.53% | −0.09 |
| LOW Lowe's Cos Inc. | Reduce -16.8% | 0.16% | −0.08 |
| MDLZ Mondelez International Inc. Class A | Reduce -20.1% | 0.10% | −0.07 |
| BTI British American Tob-SP ADR | Sold out | 0.00% | −0.07 |
| DUK Duke Energy Corp. | Reduce -68.9% | 0.02% | −0.07 |
| MCHP Microchip Technology Inc. | Reduce -1.9% | 0.11% | −0.06 |
| GWW WW Grainger Inc. | Reduce -12.3% | 0.22% | −0.06 |
| MRK Merck & Co. Inc. | Reduce -1.9% | 0.20% | −0.06 |
| CMS CMS Energy Corp. | Sold out | 0.00% | −0.06 |
| TMO Thermo Fisher Scientific Inc. | Reduce -3.8% | 0.14% | −0.05 |
| ANSS Ansys Inc. | Sold out | 0.00% | −0.05 |
| APD Air Products & Chemicals Inc. | Reduce -19.7% | 0.11% | −0.05 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -1.2% | 0.36% | −0.05 |
| ABT Abbott Laboratories | Reduce -0.3% | 0.36% | −0.05 |
| STZ Constellation Brands Inc. Class A | Reduce -8.1% | 0.11% | −0.04 |
| STT State Street Corp. | Reduce -43.0% | 0.06% | −0.04 |
| COR Cencora Inc. | Reduce -14.8% | 0.13% | −0.04 |
| CBOE Cboe Global Markets Inc. | Sold out | 0.00% | −0.04 |
| GWRE Guidewire Software Inc. | Reduce -9.7% | 0.12% | −0.04 |
| DHR Danaher Corp. | Reduce -0.1% | 0.11% | −0.04 |
| RAMP Liveramp Holdings Inc. | Reduce -52.2% | 0.04% | −0.04 |
| BABA Alibaba Group Holding-SP ADR | Reduce -0.5% | 0.09% | −0.04 |
| CHTR Charter Communications Inc. Class A | Sold out | 0.00% | −0.04 |
| VZ Verizon Communications Inc. | Reduce -0.7% | 0.13% | −0.04 |
| MANH Manhattan Associates Inc. | Reduce -8.4% | 0.13% | −0.03 |
| ACGL Arch Capital Group Ltd. | Reduce -0.2% | 0.09% | −0.03 |
| ADP Automatic Data Processing | Reduce -4.1% | 0.32% | −0.03 |
| SYY Sysco Corp. | Reduce -9.3% | 0.12% | −0.03 |
| ROST Ross Stores Inc. | Reduce -8.4% | 0.14% | −0.03 |
| CGNX Cognex Corp. | Reduce -22.7% | 0.05% | −0.03 |
| BND Vanguard Total Bond Market | Reduce -10.2% | 0.09% | −0.03 |
| QLYS Qualys Inc. | Reduce -23.8% | 0.08% | −0.03 |
Portfolio Buys Q3 2024 → Q4 2024
| JGRW Jensen Quality Growth ETF | Add +5368.6% | 4.33% | +4.24 |
| MTZ Mastec Inc. | Add +10.7% | 10.82% | +0.95 |
| AAPL Apple Inc. | Add +16.5% | 4.19% | +0.46 |
| NVDA Nvidia Corp. | Add +26.9% | 1.55% | +0.32 |
| TSLA Tesla Inc. | Add +7.8% | 0.78% | +0.26 |
| AMZN Amazon.com Inc. | Add +9.1% | 1.86% | +0.24 |
| APH Amphenol Corp. Class A | Add +53.6% | 0.48% | +0.15 |
| MCO Moody's Corp. | Add +176.4% | 0.23% | +0.14 |
| GOOG Alphabet Inc. Class C | Add +16.4% | 0.80% | +0.13 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +122.7% | 0.23% | +0.12 |
| BIL SS SPDR BB 1-3M T-Bill ETF | New | 0.10% | +0.10 |
| VRSK Verisk Analytics Inc. | Add +62.0% | 0.30% | +0.10 |
| MSCI MSCI Inc. | Add +155.2% | 0.16% | +0.09 |
| ACWX iShares MSCI Acwi Ex US ETF | Add +473.6% | 0.12% | +0.09 |
| AZO AutoZone Inc. | New | 0.09% | +0.09 |
| AVGO Broadcom Inc. | Add +1.8% | 0.45% | +0.08 |
| CDNS Cadence Design SYS Inc. | Add +117.2% | 0.15% | +0.08 |
| GBIL Goldman Sachs Access Treasur | New | 0.08% | +0.08 |
| CME Cme Group Inc. | Add +79.3% | 0.17% | +0.07 |
| GOOGL Alphabet Inc. Class A | Add +2.8% | 1.46% | +0.07 |
| CDW CDW Corp. | Add +216.5% | 0.13% | +0.07 |
| WRB WR Berkley Corp. | New | 0.07% | +0.07 |
| WEX Wex Inc. | Add +398.1% | 0.09% | +0.07 |
| BLK BlackRock Inc. | New | 0.06% | +0.06 |
| TRGP Targa Resources Corp. | New | 0.06% | +0.06 |
| LRCX Lam Research Corp. | New | 0.06% | +0.06 |
| V Visa Inc. Class A | Add +12.4% | 0.43% | +0.06 |
| NFLX Netflix Inc. | Add +6.5% | 0.32% | +0.05 |
| CRM Salesforce Inc. | Add +26.2% | 0.19% | +0.05 |
| AXON Axon Enterprise Inc. | New | 0.05% | +0.05 |
| SNOW Snowflake Inc. | New | 0.05% | +0.05 |
| QQQ Invesco QQQ Trust Series 1 | Add +12.5% | 0.94% | +0.05 |
| XLF SS Financial Select Sector | New | 0.05% | +0.05 |
| JPM JPMorgan Chase & Co. | Add +6.1% | 0.62% | +0.05 |
| IWM iShares Russell 2000 ETF | Add +36.5% | 0.23% | +0.04 |
| PLTR Palantir Technologies Inc. Class A | New | 0.04% | +0.04 |
| SEIC Sei Investments Company | New | 0.04% | +0.04 |
| C Citigroup Inc. | Add +137.7% | 0.06% | +0.04 |
| PYPL PayPal Holdings Inc. | New | 0.04% | +0.04 |
| TREX Trex Company Inc. | New | 0.04% | +0.04 |
| CIBR First Trust Nasdaq Cybersecu | New | 0.03% | +0.03 |
| NOW ServiceNow Inc. | Add +5.3% | 0.32% | +0.03 |
| VRNS Varonis Systems Inc. | New | 0.03% | +0.03 |
| CTRA Coterra Energy Inc. | New | 0.03% | +0.03 |
| DIS The Walt Disney Co. | Add +6.4% | 0.36% | +0.03 |
| KKR KKR & Co. Inc. | Add +55.7% | 0.09% | +0.03 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.03% | +0.03 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | New | 0.03% | +0.03 |
| ALL Allstate Corp. | Add +72.4% | 0.08% | +0.03 |
| HOOD Robinhood Markets Inc. Class A | New | 0.03% | +0.03 |
Options Activity Q3 2024 → Q4 2024
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 |