Legacy Advisors, LLC Purchases in Q2 2024

Legacy Advisors, LLC

  • $821 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
18.8K
+ 14.71%
$165.0 - $216.67 $3.1M - $4.08M
147K $30.9M
NVDA
Nvidia Corp

Technology
85.9K
+ 1068.01%
$118.11 - $1224.4 $10.1M - $105M
93.9K $11.6M
GOOGL
Alphabet Inc.

Communication Services
3.65K
+ 5.56%
$150.53 - $185.41 $550K - $677K
69.4K $12.6M
MSFT
Microsoft Corp

Technology
1.79K
+ 3.48%
$389.33 - $452.85 $698K - $812K
53.3K $23.8M
GOOG
Alphabet Inc.

Communication Services
4.96K
+ 13.43%
$151.94 - $186.86 $753K - $927K
41.9K $7.68M
LLY
Eli Lilly & CO

Healthcare
829
+ 13.14%
$724.87 - $909.04 $601K - $754K
7.14K $6.46M
META
Meta Platforms, Inc.

Communication Services
1.52K
+ 4.67%
$430.17 - $527.34 $655K - $803K
34.1K $17.2M
AVGO
Broadcom Inc.

Technology
573
+ 37.77%
$1204.71 - $1828.87 $690K - $1.05M
2.09K $3.36M
AMZN
Amazon Com Inc

Consumer Cyclical
2.12K
+ 3.23%
$173.67 - $197.85 $367K - $419K
67.7K $13.1M
IVV
Ishares Core S&P 500 ETF

ETFs
500
+ 1.19%
$497.53 - $549.64 $249K - $275K
42.5K $23.2M
KO
Coca Cola CO

Consumer Defensive
16.2K
+ 55.34%
$58.06 - $64.15 $940K - $1.04M
45.4K $2.89M
SHW
Sherwin Williams CO

Basic Materials
3.67K
New
$291.95 - $338.16 $1.07M - $1.24M
3.67K $1.09M
SPY
Spdr S&P 500 ETF Trust

ETFs
484
+ 1.32%
$495.16 - $548.49 $240K - $265K
37.2K $20.2M
XLK
Technology Sector Spdr

ETFs
427
+ 0.84%
$192.53 - $231.41 $82.2K - $98.8K
51.5K $11.7M
QCOM
Qualcomm Inc

Technology
4.23K
+ 97.13%
$157.63 - $227.09 $667K - $961K
8.59K $1.71M
IWB
Ishares Tr Russell 1000 ETF

ETFs
426
+ 0.49%
$272.21 - $298.72 $116K - $127K
88K $26.2M
GE
General Electric CO

Industrials
5.6K
New
$136.47 - $175.36 $764K - $982K
5.6K $890K
VV
Vanguard Large Cap ETF

ETFs
3.29K
+ 53.63%
$227.27 - $251.65 $748K - $829K
9.43K $2.35M
WMT
Walmart Inc.

Consumer Defensive
11.5K
+ 88.68%
$58.85 - $68.9 $679K - $794K
24.5K $1.66M
JPM
Jpmorgan Chase & CO

Financial Services
3.89K
+ 19.1%
$180.08 - $204.79 $700K - $796K
24.2K $4.9M
COST
Costco Wholesale Corp

Consumer Defensive
514
+ 15.82%
$704.88 - $870.75 $362K - $448K
3.76K $3.2M
PFS
Provident Financial Services Inc

Financial Services
51.7K
New
$13.21 - $16.18 $683K - $836K
51.7K $741K
KLAC
Kla Corp

Technology
399
+ 12.95%
$628.16 - $863.31 $251K - $344K
3.48K $2.87M
STZ
Constellation Brands, Inc.

Consumer Defensive
2.73K
New
$243.97 - $268.34 $667K - $734K
2.73K $703K
DUK
Duke Energy Corp

Utilities
7K
New
$92.87 - $104.6 $650K - $732K
7K $701K
RAMP
Live Ramp Holdings, Inc.

Technology
21.7K
New
$29.15 - $36.53 $632K - $792K
21.7K $670K
ZTS
Zoetis Inc.

Healthcare
3.39K
+ 29.45%
$145.54 - $178.83 $494K - $607K
14.9K $2.58M
AEP
American Electric Power CO Inc

Utilities
7.15K
New
$79.51 - $92.67 $568K - $662K
7.15K $627K
TSLA
Tesla, Inc.

Consumer Cyclical
1.42K
+ 11.51%
$142.05 - $197.88 $202K - $281K
13.8K $2.73M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
15.8K
New
$30.22 - $34.82 $479K - $552K
15.8K $529K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.92K
+ 7.4%
$196.29 - $215.75 $376K - $413K
27.8K $5.86M
SHEL
Shell PLC

Energy
7.12K
New
$67.92 - $74.17 $483K - $528K
7.12K $513K
NEE
Nextera Energy Inc

Utilities
6.75K
+ 160.82%
$61.7 - $80.02 $417K - $540K
11K $775K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
208
+ 1.02%
$455.1 - $504.28 $94.7K - $105K
20.6K $10.3M
IWF
Ishares Russell 1000 Gr ETF

ETFs
500
+ 4.35%
$316.15 - $367.33 $158K - $184K
12K $4.37M
SO
Southern CO

Utilities
6.19K
New
$67.77 - $80.71 $419K - $500K
6.19K $480K
VRSK
Verisk Analytics, Inc.

Industrials
885
+ 14.9%
$217.96 - $272.27 $193K - $241K
6.82K $1.84M
QQQ
Invesco Qqq Trust, Series 1

ETFs
22
+ 0.18%
$414.65 - $485.21 $9.12K - $10.7K
12K $5.75M
TXN
Texas Instruments Inc

Technology
736
+ 5.33%
$159.68 - $202.54 $118K - $149K
14.5K $2.83M
AVAV
Aero Vironment Inc

Industrials
167
+ 1.26%
$145.85 - $219.31 $24.4K - $36.6K
13.4K $2.45M
NFLX
Netflix Inc

Communication Services
308
+ 11.1%
$550.64 - $686.12 $170K - $211K
3.08K $2.08M
AMGN
Amgen Inc

Healthcare
370
+ 4.11%
$262.75 - $319.31 $97.2K - $118K
9.37K $2.93M
PANW
Palo Alto Networks Inc

Technology
924
+ 129.05%
$265.2 - $340.82 $245K - $315K
1.64K $555K
NVO
Novo Nordisk A S

Healthcare
1.76K
+ 28.64%
$122.71 - $146.91 $216K - $259K
7.91K $1.13M
SNPS
Synopsys Inc

Technology
485
+ 33.24%
$510.71 - $620.31 $248K - $301K
1.94K $1.16M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
5.05K
New
$62.41 - $3427.61 $315K - $17.3M
5.05K $316K
IGM
Ishares Expanded Tech Sector E

ETFs
3.3K
New
$80.02 - $95.38 $264K - $315K
3.3K $311K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.83K
New
$159.21 - $168.37 $292K - $308K
1.83K $300K
NUE
Nucor Corp

Basic Materials
1.85K
New
$151.48 - $200.97 $280K - $371K
1.85K $291K
Activity Summary
Buys All Purchases 202 New Holdings 33 Increased Positions 169 Sells All Sells 85 Reductions 85 Sold out 0 Options Calls 1 Puts 0
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