Legacy Advisors, LLC Purchases in Q4 2024

Legacy Advisors, LLC

  • $978 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MTZ
Mastec Inc

Industrials
78.8K
+ 10.65%
$119.94 - $147.94 $9.45M - $11.7M
819K $111M
AAPL
Apple Inc.

Technology
24.5K
+ 16.54%
$221.69 - $259.02 $5.42M - $6.34M
172K $43.2M
NVDA
Nvidia Corp

Technology
25.3K
+ 26.94%
$117.0 - $148.88 $2.95M - $3.76M
119K $16M
AMZN
Amazon Com Inc

Consumer Cyclical
7.3K
+ 9.13%
$180.88 - $232.93 $1.32M - $1.7M
87.3K $19.1M
TSLA
Tesla, Inc.

Consumer Cyclical
1.44K
+ 7.8%
$213.65 - $479.86 $308K - $692K
19.9K $8.05M
GOOGL
Alphabet Inc.

Communication Services
2.2K
+ 2.84%
$161.86 - $196.66 $355K - $432K
79.6K $15.1M
GOOG
Alphabet Inc.

Communication Services
6.48K
+ 16.38%
$163.08 - $198.16 $1.06M - $1.28M
46K $8.76M
APH
Amphenol Corp

Technology
25K
+ 53.56%
$62.07 - $75.35 $1.55M - $1.88M
71.7K $4.98M
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.94K
+ 3.34%
$311.11 - $335.64 $915K - $987K
91K $29.3M
MCO
Moodys Corp

Financial Services
3.25K
+ 176.37%
$454.04 - $500.88 $1.48M - $1.63M
5.1K $2.41M
MSFT
Microsoft Corp

Technology
4.51K
+ 7.87%
$406.35 - $454.46 $1.83M - $2.05M
61.8K $26M
META
Meta Platforms, Inc.

Communication Services
1.26K
+ 3.53%
$554.08 - $632.68 $697K - $796K
36.9K $21.8M
VB
Vanguard Small Cap ETF

ETFs
5.51K
+ 122.67%
$233.76 - $261.58 $1.29M - $1.44M
10K $2.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.46K
+ 3.91%
$567.81 - $607.81 $831K - $890K
38.9K $22.8M
AVGO
Broadcom Inc.

Technology
356
+ 1.82%
$159.67 - $250.0 $56.8K - $89K
19.9K $4.62M
VRSK
Verisk Analytics, Inc.

Industrials
4.25K
+ 61.98%
$262.86 - $294.75 $1.12M - $1.25M
11.1K $3.06M
JPM
Jpmorgan Chase & CO

Financial Services
1.54K
+ 6.14%
$205.18 - $250.29 $316K - $385K
26.6K $6.38M
MSCI
Msci Inc.

Financial Services
1.7K
+ 155.19%
$569.09 - $635.99 $970K - $1.08M
2.8K $1.68M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
11.2K
New
$91.29 - $91.8 $1.03M - $1.03M
11.2K $1.03M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
11.8K
+ 6.12%
$113.92 - $127.38 $1.34M - $1.5M
205K $23.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.47K
+ 7.27%
$521.84 - $558.82 $767K - $821K
21.7K $11.7M
V
Visa Inc.

Financial Services
1.55K
+ 12.42%
$273.87 - $320.91 $424K - $496K
14K $4.43M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
19.2K
+ 473.55%
$52.1 - $57.26 $1M - $1.1M
23.2K $1.21M
AZO
Autozone Inc

Consumer Cyclical
282
New
$2981.19 - $3370.27 $841K - $950K
282 $902K
CDNS
Cadence Design Systems Inc

Technology
2.73K
+ 117.2%
$249.1 - $324.54 $681K - $887K
5.07K $1.52M
NFLX
Netflix Inc

Communication Services
225
+ 6.53%
$687.65 - $936.56 $155K - $211K
3.67K $3.27M
CME
Cme Group Inc.

Financial Services
3.34K
+ 79.25%
$221.17 - $246.02 $739K - $822K
7.56K $1.75M
GBIL
Goldman Sachs Access Treasury

ETFs
7.97K
New
$99.85 - $100.22 $796K - $799K
7.97K $796K
CDW
Cdw Corp

Technology
5.19K
+ 216.49%
$171.49 - $225.64 $889K - $1.17M
7.58K $1.32M
WEX
Wex Inc.

Technology
4.17K
+ 398.09%
$167.45 - $216.67 $699K - $904K
5.22K $915K
DIS
Walt Disney CO

Communication Services
1.99K
+ 6.39%
$92.39 - $117.6 $183K - $234K
33K $3.68M
WRB
Berkley W R Corp

Financial Services
11.8K
New
$56.48 - $64.94 $667K - $767K
11.8K $691K
CRM
Salesforce, Inc.

Technology
1.22K
+ 26.21%
$270.87 - $367.87 $331K - $449K
5.88K $1.97M
NOW
Service Now, Inc.

Technology
160
+ 5.34%
$867.18 - $1148.42 $139K - $184K
3.16K $3.35M
TRGP
Targa Resources Corp.

Energy
3.59K
New
$150.58 - $207.69 $541K - $746K
3.59K $641K
IWM
Ishares Russell 2000 ETF

ETFs
2.86K
+ 36.46%
$216.13 - $242.4 $617K - $692K
10.7K $2.36M
MA
Mastercard Inc

Financial Services
544
+ 5.31%
$491.3 - $536.15 $267K - $292K
10.8K $5.68M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.6K
+ 6.59%
$442.29 - $483.08 $709K - $775K
26K $11.8M
AXON
Axon Enterprise, Inc.

Industrials
903
New
$399.22 - $689.78 $360K - $623K
903 $536K
ZTS
Zoetis Inc.

Healthcare
6.66K
+ 39.29%
$162.24 - $194.42 $1.08M - $1.3M
23.6K $3.85M
SNOW
Snowflake Inc.

Technology
3.45K
New
$109.65 - $186.51 $379K - $644K
3.45K $533K
XLF
Financial Sector Spdr

ETFs
10.5K
New
$44.89 - $51.34 $471K - $539K
10.5K $506K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.06K
+ 15.77%
$126.68 - $134.74 $514K - $547K
29.8K $3.8M
IWF
Ishares Russell 1000 Gr ETF

ETFs
400
+ 3.34%
$370.24 - $418.94 $148K - $168K
12.4K $4.98M
PLTR
Palantir Technologies Inc.

Technology
5.6K
New
$36.46 - $82.38 $204K - $461K
5.6K $423K
C
Citigroup Inc

Financial Services
5.46K
+ 137.67%
$61.31 - $72.5 $335K - $396K
9.42K $663K
T
At&T Inc.

Communication Services
15.8K
+ 22.47%
$21.22 - $23.88 $336K - $378K
86.4K $1.97M
BAC
Bank Of America Corp

Financial Services
4.27K
+ 8.04%
$39.22 - $47.77 $168K - $204K
57.4K $2.52M
SEIC
Sei Investments CO

Financial Services
4.79K
New
$69.36 - $86.58 $332K - $415K
4.79K $395K
Activity Summary
Buys All Purchases 251 New Holdings 53 Increased Positions 198 Sells All Sells 106 Reductions 106 Sold out 0 Options Calls 1 Puts 0
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