Legacy Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 23, 2025), Legacy Advisors, LLC reported 432 stock positions worth $971.6 million. Its top holding was Mastec (MTZ) at 9.3% of the portfolio, followed by Vertex Class A (VERX, 4.8%) and Jensen Quality Growth ETF (JGRW, 4.4%). Compared with Q4 2024, it opened 64 new positions, sold out of 42, added to 212 and reduced 111. The biggest buy was a new position in Ke Holdings Inc.-ADR (BEKE) and the biggest sale Vertex Class A (VERX, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- PLYMOUTH MEETING, PA
- CIK
- 0001720969
- Portfolio Value
- $971.6M (Q1 2025)
- SEC Filing
- 0001667731-25-000489 ↗ filed Apr 23, 2025
Holdings Value
Holdings 432 stocks · $971.6M
| MTZ Mastec Inc. | 9.33% | 776,687 | $90.6M | Reduce -5.1% |
| VERX Vertex Inc. Class A | 4.77% | 1,323,779 | $46.3M | Reduce -5.3% |
| JGRW Jensen Quality Growth ETF | 4.38% | 1,670,000 | $42.5M | Reduce -3.0% |
| AAPL Apple Inc. | 4.31% | 188,425 | $41.9M | Add +9.3% |
| IWB iShares Russell 1000 ETF | 2.85% | 90,394 | $27.7M | Reduce -0.6% |
| MSFT Microsoft Corp. | 2.46% | 63,714 | $23.9M | Add +3.1% |
| IJR iShares Core S&P Small-Cap E | 2.32% | 215,758 | $22.6M | Add +5.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.32% | 40,306 | $22.5M | Add +3.5% |
| IVV iShares Core S&P 500 ETF | 2.24% | 38,724 | $21.8M | Add +0.6% |
| META Meta Platforms Inc. Class A | 2.12% | 35,717 | $20.6M | Reduce -3.2% |
| IWR iShares Russell Mid-Cap ETF | 2.01% | 229,995 | $19.6M | Add +0.6% |
| AMZN Amazon.com Inc. | 1.71% | 87,256 | $16.6M | Reduce 0.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.42% | 25,918 | $13.8M | Reduce -0.1% |
| NVDA Nvidia Corp. | 1.39% | 124,712 | $13.5M | Add +4.8% |
| GOOGL Alphabet Inc. Class A | 1.34% | 83,937 | $13.0M | Add +5.5% |
| VOO Vanguard S&P 500 ETF | 1.26% | 23,764 | $12.2M | Add +9.6% |
| XLK SS Technology Select Sector | 1.12% | 52,594 | $10.9M | Add +0.6% |
| MDY State Street SPDR S&P Midcap | 0.94% | 17,082 | $9.1M | Add +0.1% |
| UBER Uber Technologies Inc. | 0.89% | 119,238 | $8.7M | Add +1.6% |
| JNJ Johnson & Johnson | 0.89% | 52,198 | $8.7M | Reduce -5.4% |
| OEF iShares S&P 100 ETF | 0.81% | 29,050 | $7.9M | Reduce -15.6% |
| BSY Bentley Systems Inc. Class B | 0.78% | 193,599 | $7.6M | Add +0.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.76% | 15,848 | $7.4M | Reduce -16.1% |
| MRSH Marsh & McLennan Cos | 0.72% | 28,826 | $7.0M | Add +2.3% |
| JPM JPMorgan Chase & Co. | 0.67% | 26,697 | $6.5M | Add +0.2% |
| GOOG Alphabet Inc. Class C | 0.67% | 43,908 | $6.5M | Reduce -4.6% |
| MCD McDonald's Corp. | 0.62% | 19,304 | $6.0M | Add +2.1% |
| UNH Unitedhealth Group Inc. | 0.61% | 11,397 | $6.0M | Reduce -8.3% |
| MA Mastercard Inc. Class A | 0.59% | 10,494 | $5.8M | Reduce -2.8% |
| TSLA Tesla Inc. | 0.55% | 20,692 | $5.4M | Add +3.8% |
| ABT Abbott Laboratories | 0.55% | 40,313 | $5.3M | Add +23.8% |
| FULT Fulton Financial Corp. | 0.52% | 281,104 | $5.1M | No change |
| RBLX Roblox Corp. Class A | 0.52% | 86,982 | $5.1M | Reduce -0.2% |
| ACN Accenture PLC Class A | 0.52% | 16,090 | $5.0M | Reduce -1.9% |
| XOM Exxon Mobil Corp. | 0.49% | 40,106 | $4.8M | Add +22.3% |
| IWF iShares Russell 1000 Growth | 0.48% | 12,989 | $4.7M | Add +4.8% |
| ABBV Abbvie Inc. | 0.47% | 21,983 | $4.6M | Add +5.6% |
| V Visa Inc. Class A | 0.47% | 13,137 | $4.6M | Reduce -6.2% |
| VXUS Vanguard Total Intl Stock | 0.47% | 74,016 | $4.6M | Add +35.3% |
| APH Amphenol Corp. Class A | 0.46% | 68,519 | $4.5M | Reduce -4.4% |
| CVX Chevron Corp. | 0.46% | 26,607 | $4.5M | Add +21.1% |
| LLY Eli Lilly & Co. | 0.45% | 5,350 | $4.4M | Reduce -16.3% |
| BEKE Ke Holdings Inc.-ADR filed as KE HLDGS INC | 0.45% | 130 | $4.4M | New |
| OMAB Grupo Aeroportuario Cen-ADR | 0.45% | 20 | $4.4M | New |
| SYK Stryker Corp. | 0.44% | 11,580 | $4.3M | Add +3.3% |
| HD Home Depot Inc. | 0.43% | 11,393 | $4.2M | Reduce -8.0% |
| INTU Intuit Inc. | 0.43% | 6,776 | $4.2M | Add +1.6% |
| PG The Procter & Gamble Co. | 0.42% | 24,043 | $4.1M | Add +5.9% |
| ZTS Zoetis Inc. | 0.41% | 23,966 | $3.9M | Add +1.5% |
| VYM Vanguard High DVD Yield ETF | 0.40% | 29,808 | $3.8M | No change |
| COST Costco Wholesale Corp. | 0.39% | 4,029 | $3.8M | Add +3.4% |
| PM Philip Morris International | 0.39% | 23,648 | $3.8M | Reduce -11.3% |
| MELI MercadoLibre Inc. | 0.38% | 1,883 | $3.7M | No change |
| EFX Equifax Inc. | 0.37% | 14,859 | $3.6M | Add +1.0% |
| SCHD Schwab US DVD Equity ETF | 0.37% | 127,927 | $3.6M | Add +67.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.37% | 12,972 | $3.6M | Add +384.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.36% | 13,562 | $3.5M | Reduce -3.4% |
| GLD SPDR Gold Shares | 0.35% | 11,894 | $3.4M | Reduce -44.7% |
| SDY SS SPDR S&P Dividend ETF | 0.35% | 25,231 | $3.4M | No change |
| PEP Pepsico Inc. | 0.35% | 22,728 | $3.4M | Reduce -25.6% |
| AVGO Broadcom Inc. | 0.34% | 19,871 | $3.3M | Reduce -0.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.33% | 32,756 | $3.2M | Reduce -0.9% |
| ADP Automatic Data Processing | 0.33% | 10,481 | $3.2M | Reduce -5.7% |
| EPD Enterprise Products Partners | 0.33% | 93,920 | $3.2M | Add +0.9% |
| NFLX Netflix Inc. | 0.32% | 3,360 | $3.1M | Reduce -8.4% |
| WM Waste Management Inc. | 0.29% | 12,154 | $2.8M | Add +2.3% |
| VRSK Verisk Analytics Inc. | 0.29% | 9,356 | $2.8M | Reduce -15.7% |
| AMGN Amgen Inc. | 0.28% | 8,843 | $2.8M | Add +5.1% |
| FISV Fiserv Inc. | 0.28% | 12,475 | $2.8M | Add +17.0% |
| KO The Coca-Cola Co. | 0.28% | 37,611 | $2.7M | Add +39.8% |
| KLAC KLA Corp. | 0.27% | 3,877 | $2.6M | Add +3.5% |
| BR Broadridge Financial Solutio | 0.27% | 10,598 | $2.6M | Add +3.8% |
| NOW ServiceNow Inc. | 0.26% | 3,213 | $2.6M | Add +1.8% |
| WMB Williams Cos Inc. | 0.26% | 42,011 | $2.5M | Add +2.1% |
| T AT&T Inc. | 0.26% | 88,303 | $2.5M | Add +2.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.26% | 59,478 | $2.5M | Add +3.6% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.25% | 9,433 | $2.4M | No change |
| MCO Moody's Corp. | 0.24% | 5,110 | $2.4M | Add +0.2% |
| TXN Texas Instruments Inc. | 0.24% | 13,098 | $2.4M | Reduce -15.8% |
| XLP SS Consumer Staples Sel Sect | 0.24% | 28,513 | $2.3M | Add +0.0% |
| CME Cme Group Inc. | 0.24% | 8,674 | $2.3M | Add +14.8% |
| GE General Electric filed as GE AEROSPACE | 0.23% | 11,334 | $2.3M | Add +70.7% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.22% | 2,177 | $2.2M | Reduce -0.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.22% | 9,669 | $2.1M | Reduce -3.3% |
| ISRG Intuitive Surgical Inc. | 0.22% | 4,223 | $2.1M | Reduce -12.9% |
| VZ Verizon Communications Inc. | 0.21% | 45,913 | $2.1M | Add +32.9% |
| IWM iShares Russell 2000 ETF | 0.21% | 10,419 | $2.1M | Reduce -2.5% |
| CPRT Copart Inc. | 0.21% | 36,130 | $2.0M | Add +21.1% |
| XMTR Xometry Inc. Class A | 0.21% | 669 | $2.0M | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.20% | 7,995 | $2.0M | Add +39.9% |
| CYBR Cyberark Software Ltd./Israel | 0.20% | 5,756 | $1.9M | Reduce -27.8% |
| CVLT Commvault Systems Inc. | 0.19% | 11,962 | $1.9M | Reduce -1.1% |
| APPF Appfolio Inc. Class A | 0.19% | 10 | $1.8M | New |
| PGR Progressive Corp. | 0.19% | 6,448 | $1.8M | Add +20.9% |
| WMT Walmart Inc. | 0.18% | 20,035 | $1.8M | Reduce -23.1% |
| SHW The Sherwin-Williams Co. | 0.18% | 5,046 | $1.8M | Add +26.8% |
| PNC PNC Financial Services Group | 0.18% | 9,996 | $1.8M | Add +0.4% |
| CI The Cigna Group | 0.18% | 5,339 | $1.8M | Add +15.3% |
| ORCL Oracle Corp. | 0.17% | 12,123 | $1.7M | Add +2.0% |
| MRK Merck & Co. Inc. | 0.17% | 18,464 | $1.7M | Reduce -8.3% |
Options reported separately and not counted above: TSLA calls ($207K).
Portfolio Sells Q4 2024 → Q1 2025
| VERX Vertex Inc. Class A | Reduce -5.3% | 4.77% | −2.47 |
| MTZ Mastec Inc. | Reduce -5.1% | 9.33% | −1.49 |
| IEFA iShares Core MSCI Eafe ETF | Sold out | 0.00% | −0.22 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -16.1% | 0.76% | −0.17 |
| APP AppLovin Corp. Class A | Sold out | 0.00% | −0.17 |
| OEF iShares S&P 100 ETF | Reduce -15.6% | 0.81% | −0.15 |
| GLD SPDR Gold Shares | Reduce -44.7% | 0.35% | −0.15 |
| AMZN Amazon.com Inc. | Reduce 0.0% | 1.71% | −0.15 |
| GOOG Alphabet Inc. Class C | Reduce -4.6% | 0.67% | −0.14 |
| IEMG iShares Core MSCI Emerging | Sold out | 0.00% | −0.14 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.12 |
| AVGO Broadcom Inc. | Reduce -0.3% | 0.34% | −0.11 |
| PEP Pepsico Inc. | Reduce -25.6% | 0.35% | −0.10 |
| SPLV Invesco S&P 500 Low Volatili | Sold out | 0.00% | −0.09 |
| WTM White Mountains Insurance GP | Sold out | 0.00% | −0.08 |
| FNDE Schwab Fndmntl Em MRK Eq ETF | Sold out | 0.00% | −0.07 |
| CYBR Cyberark Software Ltd./Israel | Reduce -27.8% | 0.20% | −0.06 |
| AZPN Aspen Technology Inc. | Sold out | 0.00% | −0.06 |
| MANH Manhattan Associates Inc. | Reduce -14.3% | 0.07% | −0.05 |
| AXON Axon Enterprise Inc. | Sold out | 0.00% | −0.05 |
| GBIL Goldman Sachs Access Treasur | Reduce -1.8% | 0.03% | −0.05 |
| SNOW Snowflake Inc. | Sold out | 0.00% | −0.05 |
| WMT Walmart Inc. | Reduce -23.1% | 0.18% | −0.05 |
| ACN Accenture PLC Class A | Reduce -1.9% | 0.52% | −0.04 |
| KKR KKR & Co. Inc. | Reduce -36.4% | 0.05% | −0.04 |
| NKE Nike Inc. Class B | Reduce -15.2% | 0.13% | −0.04 |
| TXN Texas Instruments Inc. | Reduce -15.8% | 0.24% | −0.04 |
| HD Home Depot Inc. | Reduce -8.0% | 0.43% | −0.04 |
| BAX Baxter International Inc. | Sold out | 0.00% | −0.04 |
| CIBR First Trust Nasdaq Cybersecu | Sold out | 0.00% | −0.03 |
| AVAV Aerovironment Inc. | Reduce -1.3% | 0.13% | −0.03 |
| SO The Southern Co. | Reduce -52.3% | 0.04% | −0.03 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -7.2% | 0.15% | −0.03 |
| RJF Raymond James Financial Inc. | Sold out | 0.00% | −0.03 |
| ISRG Intuitive Surgical Inc. | Reduce -12.9% | 0.22% | −0.03 |
| MCHP Microchip Technology Inc. | Reduce -19.2% | 0.08% | −0.03 |
| HOOD Robinhood Markets Inc. Class A | Sold out | 0.00% | −0.03 |
| INTF iShares International Equity | Sold out | 0.00% | −0.03 |
| RDDT Reddit Inc. Class A | Sold out | 0.00% | −0.03 |
| G Genpact Ltd. | Sold out | 0.00% | −0.03 |
| TGT Target Corp. | Sold out | 0.00% | −0.03 |
| BLKB Blackbaud Inc. | Reduce -42.4% | 0.03% | −0.02 |
| SPG Simon Property Group Inc. | Sold out | 0.00% | −0.02 |
| DIS The Walt Disney Co. | Reduce -0.9% | 0.33% | −0.02 |
| LLY Eli Lilly & Co. | Reduce -16.3% | 0.45% | −0.02 |
| MFC Manulife Financial Corp. | Sold out | 0.00% | −0.02 |
| MRK Merck & Co. Inc. | Reduce -8.3% | 0.17% | −0.02 |
| GIB Cgi Inc. | Sold out | 0.00% | −0.02 |
| HSY The Hershey Co. | Sold out | 0.00% | −0.02 |
| WEX Wex Inc. | Reduce -21.6% | 0.07% | −0.02 |
Portfolio Buys Q4 2024 → Q1 2025
| BEKE Ke Holdings Inc.-ADR | New | 0.45% | +0.45 |
| OMAB Grupo Aeroportuario Cen-ADR | New | 0.45% | +0.45 |
| VTI VG Morningstar TS MKT ETF-US | Add +384.9% | 0.37% | +0.29 |
| UBER Uber Technologies Inc. | Add +1.6% | 0.89% | +0.21 |
| XMTR Xometry Inc. Class A | New | 0.21% | +0.21 |
| ABT Abbott Laboratories | Add +23.8% | 0.55% | +0.19 |
| APPF Appfolio Inc. Class A | New | 0.19% | +0.19 |
| SCHD Schwab US DVD Equity ETF | Add +67.0% | 0.37% | +0.17 |
| VXUS Vanguard Total Intl Stock | Add +35.3% | 0.47% | +0.16 |
| JD Jd.com Inc.-ADR | New | 0.15% | +0.15 |
| CVX Chevron Corp. | Add +21.1% | 0.46% | +0.15 |
| XOM Exxon Mobil Corp. | Add +22.3% | 0.49% | +0.15 |
| MRSH Marsh & McLennan Cos | Add +2.3% | 0.72% | +0.14 |
| GE General Electric | Add +70.7% | 0.23% | +0.13 |
| VOO Vanguard S&P 500 ETF | Add +9.6% | 1.26% | +0.12 |
| AAPL Apple Inc. | Add +9.3% | 4.31% | +0.12 |
| MO Altria Group Inc. | Add +161.4% | 0.17% | +0.12 |
| PRMB Primo Brands Corp. | New | 0.12% | +0.12 |
| KO The Coca-Cola Co. | Add +39.8% | 0.28% | +0.12 |
| ABBV Abbvie Inc. | Add +5.6% | 0.47% | +0.12 |
| AIG American International Group | Add +266.7% | 0.14% | +0.11 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +3.5% | 2.32% | +0.11 |
| RDY Dr. Reddy's Laboratories-ADR | New | 0.10% | +0.10 |
| MCD McDonald's Corp. | Add +2.1% | 0.62% | +0.09 |
| VTEB Vanguard Tax-Exempt Bond ETF | New | 0.09% | +0.09 |
| IBM Intl Business Machines Corp. | Add +39.9% | 0.20% | +0.08 |
| WEAV Weave Communications Inc. | New | 0.08% | +0.08 |
| VZ Verizon Communications Inc. | Add +32.9% | 0.21% | +0.08 |
| DUK Duke Energy Corp. | Add +263.0% | 0.10% | +0.08 |
| SHEL Shell PLC-ADR | New | 0.07% | +0.07 |
| FISV Fiserv Inc. | Add +17.0% | 0.28% | +0.07 |
| AMGN Amgen Inc. | Add +5.1% | 0.28% | +0.07 |
| JHX James Hardie Ord | New | 0.07% | +0.07 |
| JOYY Joyy Inc.-ADR | New | 0.07% | +0.07 |
| EXC Exelon Corp. | New | 0.07% | +0.07 |
| T AT&T Inc. | Add +2.3% | 0.26% | +0.07 |
| OPCH Option Care Health Inc. | New | 0.07% | +0.07 |
| AEP American Electric Power | Add +59.8% | 0.13% | +0.06 |
| PGR Progressive Corp. | Add +20.9% | 0.19% | +0.06 |
| CME Cme Group Inc. | Add +14.8% | 0.24% | +0.06 |
| BABA Alibaba Group Holding-SP ADR | Add +1.8% | 0.15% | +0.06 |
| BMY Bristol-Myers Squibb Co. | Add +54.5% | 0.14% | +0.06 |
| WM Waste Management Inc. | Add +2.3% | 0.29% | +0.06 |
| CI The Cigna Group | Add +15.3% | 0.18% | +0.06 |
| JPM JPMorgan Chase & Co. | Add +0.2% | 0.67% | +0.05 |
| IWR iShares Russell Mid-Cap ETF | Add +0.6% | 2.01% | +0.05 |
| KB KB Financial Group Inc.-ADR | New | 0.05% | +0.05 |
| DGX Quest Diagnostics Inc. | New | 0.05% | +0.05 |
| PG The Procter & Gamble Co. | Add +5.9% | 0.42% | +0.05 |
| SYK Stryker Corp. | Add +3.3% | 0.44% | +0.05 |
Options Activity Q4 2024 → Q1 2025
| TSLA Tesla Inc. | call | Add +13233.3% | 800 | $207K |
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 |