Legacy Advisors, LLC New Holdings in Q3 2025

Legacy Advisors, LLC

  • $683 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
10.9K
New
$135.0 - $146.02 $1.47M - $1.59M
10.9K $1.58M
NFLX
Netflix Inc

Communication Services
1.31K
New
$1147.87 - $1297.18 $1.5M - $1.7M
1.31K $1.57M
VUG
Vanguard Growth ETF

ETFs
3.21K
New
$433.97 - $484.08 $1.39M - $1.55M
3.21K $1.54M
PEP
Pepsico Inc

Consumer Defensive
10.5K
New
$133.81 - $152.16 $1.4M - $1.59M
10.5K $1.47M
NSC
Norfolk Southern Corp

Industrials
4.85K
New
$259.49 - $300.41 $1.26M - $1.46M
4.85K $1.46M
MA
Mastercard Inc

Financial Services
2.51K
New
$550.18 - $598.96 $1.38M - $1.5M
2.51K $1.43M
EFA
Ishares Tr Msci Eafe ETF

ETFs
15.2K
New
$87.29 - $93.61 $1.32M - $1.42M
15.2K $1.42M
HD
Home Depot, Inc.

Consumer Cyclical
3.47K
New
$357.4 - $423.42 $1.24M - $1.47M
3.47K $1.41M
NOW
Service Now, Inc.

Technology
1.52K
New
$850.86 - $1044.69 $1.29M - $1.59M
1.52K $1.4M
LLY
Eli Lilly & CO

Healthcare
1.8K
New
$625.65 - $812.69 $1.12M - $1.46M
1.8K $1.37M
XLV
Select Sector Spdr Fund Health

ETFs
9.73K
New
$129.01 - $139.72 $1.26M - $1.36M
9.73K $1.35M
IVE
Ishares S&P 500 Value ETF

ETFs
6.48K
New
$194.44 - $206.51 $1.26M - $1.34M
6.48K $1.34M
VTWO
Vanguard Russell 2000 ETF

ETFs
13.4K
New
$86.92 - $99.32 $1.16M - $1.33M
13.4K $1.31M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
20K
New
$62.09 - $66.51 $1.24M - $1.33M
20K $1.3M
AXP
American Express CO

Financial Services
3.72K
New
$294.27 - $342.31 $1.09M - $1.27M
3.72K $1.24M
AMGN
Amgen Inc

Healthcare
4.25K
New
$271.18 - $309.22 $1.15M - $1.31M
4.25K $1.2M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
23.5K
New
$50.53 - $50.82 $1.19M - $1.2M
23.5K $1.2M
VTV
Vanguard Value ETF

ETFs
6.41K
New
$175.51 - $186.57 $1.13M - $1.2M
6.41K $1.2M
CNO
Cno Financial Group, Inc.

Financial Services
29K
New
$35.49 - $40.41 $1.03M - $1.17M
29K $1.15M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
15K
New
$70.77 - $73.59 $1.06M - $1.1M
15K $1.1M
EMR
Emerson Electric CO

Industrials
8.21K
New
$128.6 - $149.63 $1.06M - $1.23M
8.21K $1.08M
CMCSA
Comcast Corp

Communication Services
34.1K
New
$31.41 - $36.33 $1.07M - $1.24M
34.1K $1.07M
BX
Blackstone Inc.

Financial Services
6.21K
New
$152.77 - $188.68 $949K - $1.17M
6.21K $1.06M
GWW
W.W. Grainger, Inc.

Industrials
1.11K
New
$932.44 - $1059.49 $1.03M - $1.17M
1.11K $1.06M
FISV
Fiserv Inc

Technology
8.4K
New
N/A
8.4K $1.05M
PFS
Provident Financial Services Inc

Financial Services
51.7K
New
$17.9 - $20.32 $925K - $1.05M
51.7K $996K
CVX
Chevron Corp

Energy
6.17K
New
$145.57 - $161.83 $898K - $998K
6.17K $958K
GCOR
Goldman Sachs ETF Tr Access U

ETFs
22.8K
New
$40.74 - $41.99 $927K - $956K
22.8K $950K
TFC
Truist Financial Corp

Financial Services
20.3K
New
$42.83 - $47.07 $870K - $957K
20.3K $929K
VGT
Vanguard Information Technolog

ETFs
1.2K
New
$656.44 - $753.15 $790K - $907K
1.2K $898K
NJR
New Jersey Resources Corp

Utilities
17.9K
New
$45.05 - $48.15 $805K - $861K
17.9K $860K
ACGL
Arch Capital Group Ltd.

Financial Services
9.44K
New
$85.61 - $93.54 $808K - $883K
9.44K $856K
TOST
Toast, Inc.

Technology
23.5K
New
$36.51 - $49.3 $857K - $1.16M
23.5K $856K
PG
Procter & Gamble CO

Consumer Defensive
5.5K
New
$150.47 - $161.22 $827K - $886K
5.5K $844K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
1.53K
New
$473.44 - $553.71 $722K - $844K
1.53K $833K
BND
Vanguard Bd Index Fd Inc Total

ETFs
10.8K
New
$72.57 - $74.72 $783K - $807K
10.8K $802K
ZS
Zscaler, Inc.

Technology
2.6K
New
$267.68 - $316.5 $696K - $823K
2.6K $779K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
3.85K
New
$196.15 - $217.83 $755K - $839K
3.85K $776K
GIL
Gildan Activewear Inc.

Consumer Cyclical
13.3K
New
$49.08 - $57.8 $652K - $768K
13.3K $768K
BA
Boeing CO

Industrials
3.54K
New
$209.79 - $237.38 $743K - $841K
3.54K $764K
DLR
Digital Realty Trust, Inc.

Real Estate
4.4K
New
$161.21 - $180.02 $709K - $792K
4.4K $760K
WTM
White Mountains Insurance Group LTD

Financial Services
450
New
$1671.52 - $1869.81 $752K - $841K
450 $752K
CMPR
Cimpress PLC

Communication Services
11.9K
New
$43.33 - $63.47 $516K - $755K
11.9K $750K
GE
General Electric CO

Industrials
2.49K
New
$244.75 - $305.63 $610K - $762K
2.49K $749K
PM
Philip Morris International Inc.

Consumer Defensive
4.56K
New
$157.77 - $183.27 $720K - $836K
4.56K $740K
IBM
International Business Machines Corp

Technology
2.57K
New
$234.77 - $292.47 $603K - $751K
2.57K $724K
SNPS
Synopsys Inc

Technology
1.47K
New
$387.78 - $645.35 $569K - $947K
1.47K $724K
AMAT
Applied Materials Inc

Technology
3.44K
New
$156.25 - $204.95 $537K - $704K
3.44K $703K
MKL
Markel Corp

Financial Services
368
New
$1898.34 - $2031.8 $699K - $748K
368 $703K
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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