Legacy Advisors, LLC Purchases in Q3 2025

Legacy Advisors, LLC

  • $683 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
55.5K
New
$174.36 - $254.72 $9.67M - $14.1M
55.5K $13.5M
RBLX
Roblox Corp

Communication Services
86.2K
New
$100.65 - $141.56 $8.68M - $12.2M
86.2K $11.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
22.2K
New
$459.11 - $506.91 $10.2M - $11.3M
22.2K $11.2M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
17.1K
New
$567.09 - $607.37 $9.7M - $10.4M
17.1K $10.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
16.1K
New
$546.99 - $602.2 $8.8M - $9.69M
16.1K $9.66M
NVDA
Nvidia Corp

Technology
44.4K
New
$153.3 - $186.58 $6.8M - $8.28M
44.4K $8.28M
IWF
Ishares Russell 1000 Gr ETF

ETFs
17.5K
New
$420.11 - $472.68 $7.37M - $8.29M
17.5K $8.21M
OEF
Ishares S&P 100 ETF

ETFs
27.7K
New
N/A
27.7K $7.37M
GOOG
Alphabet Inc.

Communication Services
25K
New
$175.16 - $255.24 $4.37M - $6.37M
25K $6.08M
JNJ
Johnson & Johnson

Healthcare
32.3K
New
$155.17 - $185.42 $5.02M - $6M
32.3K $6M
VTI
Vanguard Total Stock Market Et

ETFs
17K
New
$303.93 - $329.86 $5.16M - $5.6M
17K $5.57M
TSLA
Tesla, Inc.

Consumer Cyclical
11.8K
New
$293.94 - $444.72 $3.46M - $5.23M
11.8K $5.23M
JPM
Jpmorgan Chase & CO

Financial Services
15.9K
New
$282.78 - $316.06 $4.5M - $5.04M
15.9K $5.03M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
34.4K
New
$132.9 - $142.03 $4.58M - $4.89M
34.4K $4.86M
GLD
Spdr Gold Trust

ETFs
13.3K
New
$300.96 - $355.47 $4.01M - $4.74M
13.3K $4.74M
MELI
Mercadolibre Inc

Consumer Cyclical
1.86K
New
$2292.04 - $2514.05 $4.26M - $4.67M
1.86K $4.34M
VO
Vanguard Mid Cap ETF

ETFs
13.5K
New
$279.83 - $293.74 $3.78M - $3.97M
13.5K $3.97M
MCD
Mcdonalds Corp

Consumer Cyclical
13K
New
$291.67 - $316.99 $3.78M - $4.11M
13K $3.94M
EPD
Enterprise Products Partners L.P.

Energy
116K
New
$30.74 - $32.14 $3.58M - $3.74M
116K $3.64M
ABBV
Abb Vie Inc.

Healthcare
14.7K
New
$184.85 - $231.54 $2.72M - $3.4M
14.7K $3.4M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
45.4K
New
$68.24 - $73.73 $3.1M - $3.35M
45.4K $3.34M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
22.3K
New
$136.48 - $142.97 $3.04M - $3.19M
22.3K $3.12M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
51.6K
New
$41.53 - $66.18 $2.14M - $3.41M
51.6K $2.93M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
31.4K
New
$79.76 - $85.78 $2.5M - $2.69M
31.4K $2.65M
VB
Vanguard Small Cap ETF

ETFs
9.64K
New
$237.58 - $259.17 $2.29M - $2.5M
9.64K $2.45M
WMB
Williams Companies, Inc.

Energy
38.3K
New
$56.52 - $64.01 $2.16M - $2.45M
38.3K $2.42M
ABT
Abbott Laboratories

Healthcare
18.1K
New
$120.51 - $136.62 $2.18M - $2.47M
18.1K $2.42M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
17.7K
New
$121.46 - $130.92 $2.15M - $2.31M
17.7K $2.3M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
7.79K
New
$224.68 - $282.71 $1.75M - $2.2M
7.79K $2.18M
XLP
Consumer Staples Sector Spdr

ETFs
28.5K
New
N/A
28.5K $2.17M
EFX
Equifax Inc

Industrials
7.89K
New
$234.03 - $265.73 $1.85M - $2.1M
7.89K $2.02M
VV
Vanguard Large Cap ETF

ETFs
6.5K
New
$285.05 - $309.14 $1.85M - $2.01M
6.5K $2M
ORCL
Oracle Corp

Technology
7.08K
New
$218.96 - $328.33 $1.55M - $2.32M
7.08K $1.99M
COST
Costco Wholesale Corp

Consumer Defensive
2.15K
New
$915.95 - $994.57 $1.97M - $2.14M
2.15K $1.99M
XOM
Exxon Mobil Corp

Energy
17.5K
New
$105.83 - $117.22 $1.85M - $2.05M
17.5K $1.97M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
10.7K
New
$103.83 - $179.9 $1.11M - $1.92M
10.7K $1.91M
IVW
Ishares S&P 500 Growth ETF

ETFs
15.6K
New
$108.97 - $121.65 $1.69M - $1.89M
15.6K $1.88M
AVGO
Broadcom Inc.

Technology
5.57K
New
$264.74 - $369.57 $1.47M - $2.06M
5.57K $1.84M
DIS
Walt Disney CO

Communication Services
15.9K
New
$112.25 - $124.0 $1.78M - $1.97M
15.9K $1.81M
SPOT
Spotify Technology S.A.

Communication Services
2.59K
New
$620.01 - $738.53 $1.61M - $1.92M
2.59K $1.81M
PNC
Pnc Financial Services Group, Inc.

Financial Services
8.91K
New
$185.88 - $207.44 $1.66M - $1.85M
8.91K $1.79M
BAC
Bank Of America Corp

Financial Services
34.2K
New
$44.92 - $52.42 $1.54M - $1.79M
34.2K $1.76M
ET
Energy Transfer LP

Energy
102K
New
$17.11 - $18.16 $1.74M - $1.85M
102K $1.75M
HCA
Hca Healthcare, Inc.

Healthcare
4.06K
New
$334.32 - $426.2 $1.36M - $1.73M
4.06K $1.73M
IWM
Ishares Russell 2000 ETF

ETFs
7.14K
New
$214.92 - $244.84 $1.53M - $1.75M
7.14K $1.73M
V
Visa Inc.

Financial Services
4.99K
New
$332.09 - $358.86 $1.66M - $1.79M
4.99K $1.7M
NVR
Nvr Inc

Consumer Cyclical
211
New
$7301.0 - $8543.0 $1.54M - $1.8M
211 $1.7M
IWD
Ishares Russell 1000 Val ETF

ETFs
7.96K
New
$192.76 - $203.86 $1.54M - $1.62M
7.96K $1.62M
APH
Amphenol Corp

Technology
12.9K
New
$97.39 - $125.4 $1.26M - $1.62M
12.9K $1.6M
Activity Summary
Buys All Purchases 250 New Holdings 232 Increased Positions 18 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 1 Puts 1
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