Legacy Advisors, LLC New Holdings in Q4 2025

Legacy Advisors, LLC

  • $748 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
24.7K
New
$49.98 - $50.59 $1.24M - $1.25M
24.7K $1.24M
BSEP
Innovator U.S. Equity Buffer E

ETFs
23.5K
New
$47.64 - $48.98 $1.12M - $1.15M
23.5K $1.14M
IEFA
Ishares Tr

ETFs
4.65K
New
$86.09 - $89.88 $400K - $418K
4.65K $412K
TMO
Thermo Fisher Scientific Inc.

Healthcare
702
New
$524.58 - $588.02 $368K - $413K
702 $398K
IWC
Russell Micro Cap ETF

ETFs
2.67K
New
$147.86 - $159.95 $394K - $427K
2.67K $395K
VEA
Vanguard Ftse Developed Market

ETFs
6.42K
New
$59.18 - $62.09 $380K - $398K
6.42K $393K
DFAS
Dimensional ETF Tr U S Small C

ETFs
5.14K
New
$66.04 - $69.67 $339K - $358K
5.14K $345K
NVS
Novartis Ag

Healthcare
2.52K
New
$121.8 - $132.39 $307K - $334K
2.52K $332K
XLF
Financial Sector Spdr

ETFs
5.45K
New
$51.76 - $53.77 $282K - $293K
5.45K $285K
VT
Vanguard Total World Stk Index

ETFs
1.96K
New
$135.16 - $141.78 $265K - $278K
1.96K $272K
COF
Capital One Financial Corp

Financial Services
1.34K
New
$201.01 - $225.01 $270K - $302K
1.34K $269K
MO
Altria Group, Inc.

Consumer Defensive
4.51K
New
$56.38 - $66.65 $254K - $300K
4.51K $262K
T
At&T Inc.

Communication Services
10K
New
$24.44 - $27.55 $245K - $276K
10K $255K
BNY
Blackrock New York Municipal Income Trust

Financial Services
24.9K
New
$10.14 - $10.4 $252K - $259K
24.9K $252K
AGX
Argan Inc

Industrials
716
New
$256.15 - $364.78 $183K - $261K
716 $251K
SO
Southern CO

Utilities
2.69K
New
$90.58 - $99.72 $243K - $268K
2.69K $243K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2.31K
New
$98.0 - $102.56 $226K - $237K
2.31K $234K
VEU
Vanguard Ftse All World Ex Us

ETFs
3.12K
New
$70.2 - $73.89 $219K - $230K
3.12K $227K
DUK
Duke Energy Corp

Utilities
1.79K
New
$121.57 - $129.03 $218K - $231K
1.79K $224K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.34K
New
$161.21 - $171.97 $216K - $230K
1.34K $221K
ACN
Accenture PLC

Technology
891
New
$234.02 - $253.35 $209K - $226K
891 $215K
CMI
Cummins Inc

Industrials
466
New
$407.98 - $484.34 $190K - $226K
466 $215K
GIB
Cgi Inc

Technology
2.43K
New
$84.81 - $91.65 $206K - $223K
2.43K $211K
MSCI
Msci Inc.

Financial Services
363
New
$533.34 - $593.76 $194K - $216K
363 $205K
ZTS
Zoetis Inc.

Healthcare
1.7K
New
$118.8 - $147.53 $202K - $251K
1.7K $202K
PH
Parker Hannifin Corp

Industrials
242
New
$716.66 - $857.93 $173K - $208K
242 $201K
DY
Dycom Industries Inc

Industrials
679
New
$279.52 - $298.82 $190K - $203K
679 $197K
CCJ
Cameco Corp

Energy
2.31K
New
$82.77 - $106.91 $191K - $247K
2.31K $195K
IEMG
Ishares Inc

ETFs
3.61K
New
N/A
3.61K $193K
TRGP
Targa Resources Corp.

Energy
1.09K
New
$146.3 - $173.23 $159K - $189K
1.09K $188K
MNST
Monster Beverage Corp

Consumer Defensive
2.63K
New
$66.31 - $71.91 $174K - $189K
2.63K $187K
LOW
Lowes Companies Inc

Consumer Cyclical
830
New
$225.0 - $247.99 $187K - $206K
830 $186K
IIM
Invesco Value Municipal Income Trust

Financial Services
12.1K
New
$12.41 - $12.74 $150K - $154K
12.1K $151K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
14.7K
New
$9.2 - $9.52 $135K - $140K
14.7K $137K
WIT
Wipro LTD

Technology
21.1K
New
$2.58 - $2.74 $54.4K - $57.7K
21.1K $55K
USEP
Innovator U.S. Equity Ultra Bu
31.9K
New
N/A
31.9K $0
Amentum Holdings Inc
9.81M
New
N/A
9.81M $0
Intensity Therapeutics Inc
153K
New
N/A
153K $0
Ishares Bitcoin Trust ETF
25.2K
New
N/A
25.2K $0
Profesionally Managed Portfo
4.72K
New
N/A
4.72K $0
Blackrock Inc
195
New
N/A
195 $0
Morgan Stanley ETF Trust
116K
New
N/A
116K $0
Activity Summary
Buys All Purchases 204 New Holdings 43 Increased Positions 161 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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