Legacy Advisors, LLC Incresed Positions in Q4 2024

Legacy Advisors, LLC

  • $978 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CVX
Chevron Corp

Energy
2.48K
+ 12.73%
$141.15 - $162.53 $350K - $404K
22K $3.18M
EMR
Emerson Electric CO

Industrials
1.2K
+ 12.27%
$108.13 - $134.33 $130K - $162K
11K $1.36M
FTNT
Fortinet, Inc.

Technology
390
+ 2.63%
$76.49 - $99.21 $29.8K - $38.7K
15.2K $1.44M
AZTA
Azenta, Inc.

Healthcare
5.29K
+ 102.24%
$40.37 - $51.57 $214K - $273K
10.5K $523K
GM
General Motors CO

Consumer Cyclical
3.45K
+ 34.32%
$44.82 - $60.2 $155K - $208K
13.5K $719K
INTU
Intuit Inc

Technology
336
+ 5.31%
$602.01 - $706.25 $202K - $237K
6.67K $4.19M
CSCO
Cisco Systems, Inc.

Technology
3.06K
+ 23.73%
$52.45 - $60.02 $160K - $184K
15.9K $944K
BX
Blackstone Inc.

Financial Services
325
+ 3.13%
$148.45 - $199.05 $48.2K - $64.7K
10.7K $1.85M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
180
+ 1.95%
$172.07 - $207.36 $31K - $37.3K
9.42K $1.86M
MRVL
Marvell Technology, Inc.

Technology
956
+ 27.22%
$70.31 - $124.78 $67.2K - $119K
4.47K $493K
CPRT
Copart Inc

Consumer Cyclical
1.1K
+ 3.83%
$51.36 - $63.8 $56.5K - $70.2K
29.8K $1.71M
RTX
Raytheon Technologies Corp

Industrials
2.05K
+ 36.23%
$114.45 - $127.21 $235K - $261K
7.7K $891K
SPOT
Spotify Technology S.A.

Communication Services
1
+ 0.04%
$362.95 - $502.38 $363 - $502
2.6K $1.16M
BR
Broadridge Financial Solutions, Inc.

Technology
408
+ 4.16%
$209.64 - $236.44 $85.5K - $96.5K
10.2K $2.31M
DXCM
Dexcom Inc

Healthcare
1.32K
+ 15.08%
$65.68 - $81.01 $86.4K - $107K
10K $780K
BMY
Bristol Myers Squibb CO

Healthcare
2.42K
+ 21.06%
$51.92 - $59.94 $126K - $145K
13.9K $788K
BDX
Becton Dickinson & CO

Healthcare
894
+ 95.41%
$220.02 - $243.75 $197K - $218K
1.83K $415K
NVO
Novo Nordisk A S

Healthcare
5.51K
+ 62.97%
$85.0 - $120.04 $468K - $661K
14.3K $1.23M
NCNO
N Cino, Inc.

Technology
4.86K
+ 57.69%
$30.14 - $42.64 $146K - $207K
13.3K $446K
DE
Deere & CO

Industrials
369
+ 18.32%
$389.45 - $466.0 $144K - $172K
2.38K $1.01M
EW
Edwards Lifesciences Corp

Healthcare
1.35K
+ 16.23%
$64.54 - $75.92 $87.1K - $102K
9.67K $715K
AXP
American Express CO

Financial Services
120
+ 2.39%
$267.35 - $305.57 $32.1K - $36.7K
5.15K $1.53M
ACN
Accenture PLC

Technology
529
+ 3.33%
$343.9 - $376.86 $182K - $199K
16.4K $5.77M
HON
Honeywell International Inc

Industrials
245
+ 4.93%
$202.84 - $236.0 $49.7K - $57.8K
5.21K $1.18M
SCHW
Schwab Charles Corp

Financial Services
1.11K
+ 15.01%
$63.31 - $82.85 $70.3K - $92K
8.51K $629K
COP
Conocophillips

Energy
1.46K
+ 36.3%
$95.12 - $114.72 $138K - $167K
5.47K $542K
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.03%
$873.59 - $994.69 $874 - $995
3.9K $3.57M
GILD
Gilead Sciences, Inc.

Healthcare
870
+ 29.06%
$83.95 - $97.9 $73K - $85.2K
3.86K $356K
PM
Philip Morris International Inc.

Consumer Defensive
1.11K
+ 4.34%
$118.38 - $133.06 $131K - $147K
26.6K $3.21M
DLR
Digital Realty Trust, Inc.

Real Estate
108
+ 2.08%
$156.46 - $195.69 $16.9K - $21.1K
5.29K $938K
PANW
Palo Alto Networks Inc

Technology
2.01K
+ 121.15%
$181.96 - $405.9 $365K - $814K
3.66K $665K
ORCL
Oracle Corp

Technology
833
+ 7.54%
$165.41 - $192.43 $138K - $160K
11.9K $1.98M
TXN
Texas Instruments Inc

Technology
487
+ 3.23%
N/A
15.6K $3.03M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.31K
+ 25.11%
$55.73 - $66.16 $73.2K - $86.9K
6.54K $394K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
372
+ 1.37%
$22.72 - $28.29 $8.45K - $10.5K
27.5K $724K
BKNG
Booking Holdings Inc.

Consumer Cyclical
7
+ 9.09%
$4100.99 - $5300.34 $28.7K - $37.1K
84 $417K
VIG
Vanguard Dividend Appreciation

ETFs
501
+ 26.94%
N/A
2.36K $430K
IEFA
Ishares Tr

ETFs
4.29K
+ 15.45%
$70.06 - $77.43 $300K - $332K
32K $2.25M
EQIX
Equinix Inc

Real Estate
27
+ 2.53%
$865.69 - $985.0 $23.4K - $26.6K
1.1K $1.03M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
19
+ 1.18%
$338.38 - $446.21 $6.43K - $8.48K
1.63K $710K
TJX
Tjx Companies Inc

Consumer Cyclical
509
+ 9.05%
$112.15 - $127.2 $57.1K - $64.7K
6.13K $740K
MTB
M&T Bank Corp

Financial Services
343
+ 22.11%
$172.48 - $221.95 $59.2K - $76.1K
1.89K $356K
IWP
Ishares Russell Mid Cap Growth

ETFs
300
+ 7.49%
$116.4 - $138.52 $34.9K - $41.6K
4.31K $546K
NICE
Nice Ltd.

Technology
588
+ 9.16%
$164.71 - $199.17 $96.8K - $117K
7.01K $1.19M
RJF
Raymond James Financial Inc

Financial Services
65
+ 3.32%
$123.0 - $170.1 $8K - $11.1K
2.02K $314K
FDS
Factset Research Systems Inc

Financial Services
49
+ 2.01%
$449.69 - $495.72 $22K - $24.3K
2.49K $1.2M
RGEN
Repligen Corp

Healthcare
686
+ 12.44%
$123.41 - $160.92 $84.7K - $110K
6.2K $892K
NEOG
Neogen Corp

Healthcare
20.7K
+ 53.72%
$11.64 - $16.4 $241K - $340K
59.3K $719K
CSGP
Costar Group, Inc.

Real Estate
1.6K
+ 12.66%
$69.7 - $81.97 $112K - $131K
14.2K $1.02M
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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