Legacy Advisors, LLC New Holdings in Q3 2025

Legacy Advisors, LLC

  • $683 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EQIX
Equinix Inc

Real Estate
876
New
$756.7 - $811.13 $663K - $711K
876 $686K
SBUX
Starbucks Corp

Consumer Cyclical
8.07K
New
$81.9 - $96.86 $661K - $782K
8.07K $682K
PHR
Phreesia, Inc.

Healthcare
29K
New
$23.28 - $32.55 $675K - $944K
29K $682K
PFE
Pfizer Inc

Healthcare
26.8K
New
$23.29 - $25.88 $624K - $693K
26.8K $682K
CRM
Salesforce, Inc.

Technology
2.75K
New
$231.66 - $273.65 $638K - $753K
2.75K $652K
RGA
Reinsurance Group Of America Inc

Financial Services
3.31K
New
$177.1 - $199.23 $585K - $658K
3.31K $634K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
10K
New
$57.5 - $61.94 $575K - $619K
10K $619K
MRK
Merck & Co., Inc.

Healthcare
7.29K
New
$77.6 - $87.37 $566K - $637K
7.29K $611K
IWN
Ishares Russell2000 Val ETF

ETFs
3.36K
New
$157.1 - $178.94 $528K - $602K
3.36K $594K
HON
Honeywell International Inc

Industrials
2.81K
New
$207.7 - $240.4 $583K - $675K
2.81K $590K
IWP
Ishares Russell Mid Cap Growth

ETFs
4.01K
New
$137.51 - $145.26 $551K - $582K
4.01K $570K
BDX
Becton Dickinson & CO

Healthcare
3.01K
New
$172.41 - $199.66 $518K - $600K
3.01K $562K
GS
Goldman Sachs Group Inc

Financial Services
704
New
$696.56 - $806.32 $490K - $568K
704 $560K
GTLB
Gitlab Inc.

Technology
12.3K
New
$38.82 - $50.43 $479K - $622K
12.3K $556K
CI
Cigna Corp

Healthcare
1.93K
New
$262.23 - $334.39 $506K - $646K
1.93K $556K
VHT
Vanguard Health Care ETF

ETFs
2.14K
New
$239.12 - $259.95 $512K - $557K
2.14K $555K
HBAN
Huntington Bancshares Inc

Financial Services
31.8K
New
$15.87 - $17.88 $505K - $569K
31.8K $549K
CDNS
Cadence Design Systems Inc

Technology
1.56K
New
$309.46 - $373.37 $482K - $581K
1.56K $546K
STBA
S&T Bancorp Inc

Financial Services
14.5K
New
$35.73 - $40.0 $518K - $580K
14.5K $545K
DE
Deere & CO

Industrials
1.19K
New
$457.26 - $524.37 $544K - $623K
1.19K $543K
ETN
Eaton Corp PLC

Industrials
1.41K
New
$342.99 - $392.76 $482K - $552K
1.41K $526K
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.6K
New
$182.33 - $194.5 $474K - $505K
2.6K $505K
URA
Global X Uranium ETF

ETFs
10.4K
New
$36.45 - $50.4 $380K - $526K
10.4K $497K
WMT
Walmart Inc.

Consumer Defensive
4.79K
New
$94.4 - $104.27 $452K - $499K
4.79K $493K
ENVA
Enova International, Inc.

Financial Services
4.26K
New
$100.56 - $127.32 $429K - $543K
4.26K $490K
AMT
American Tower Corp

Real Estate
2.5K
New
$192.32 - $232.35 $481K - $581K
2.5K $480K
SMR
Nuscale Power Corp

Industrials
13.1K
New
$32.65 - $51.67 $429K - $679K
13.1K $473K
MPLX
Mplx LP

Energy
9.28K
New
$49.42 - $52.71 $458K - $489K
9.28K $463K
ASML
Asml Holding Nv

Technology
474
New
$689.63 - $968.09 $327K - $459K
474 $458K
CAT
Caterpillar Inc

Industrials
953
New
$390.92 - $477.15 $373K - $455K
953 $454K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
5.68K
New
$75.26 - $80.19 $427K - $455K
5.68K $453K
TJX
Tjx Companies Inc

Consumer Cyclical
3.11K
New
$121.35 - $144.54 $378K - $450K
3.11K $449K
WFC
Wells Fargo & Company

Financial Services
5.36K
New
$77.05 - $85.16 $413K - $456K
5.36K $449K
FICO
Fair Isaac Corp

Technology
297
New
$1311.26 - $1869.83 $389K - $555K
297 $444K
USB
Us Bancorp \De\

Financial Services
9.17K
New
$43.94 - $50.41 $403K - $462K
9.17K $443K
DHR
Danaher Corp

Healthcare
2.23K
New
$181.46 - $212.2 $405K - $473K
2.23K $442K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
9.48K
New
$42.26 - $47.16 $400K - $447K
9.48K $438K
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
50K
New
$8.41 - $8.94 $421K - $447K
50K $436K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
3.97K
New
$89.32 - $107.82 $355K - $428K
3.97K $427K
MU
Micron Technology Inc

Technology
2.53K
New
$104.88 - $168.89 $265K - $427K
2.53K $422K
UNP
Union Pacific Corp

Industrials
1.78K
New
$214.91 - $237.16 $382K - $421K
1.78K $419K
KMB
Kimberly Clark Corp

Consumer Defensive
3.35K
New
$121.72 - $136.77 $407K - $457K
3.35K $415K
IGM
Ishares Expanded Tech Sector E

ETFs
3.3K
New
$110.96 - $127.67 $366K - $421K
3.3K $415K
UPS
United Parcel Service Inc

Industrials
4.96K
New
$82.58 - $105.54 $410K - $524K
4.96K $414K
CTVA
Corteva, Inc.

Basic Materials
6.13K
New
$67.08 - $77.12 $411K - $473K
6.13K $414K
WM
Waste Management Inc

Industrials
1.84K
New
$213.88 - $237.1 $394K - $437K
1.84K $406K
HUBS
Hubspot Inc

Technology
862
New
$420.79 - $560.9 $363K - $483K
862 $403K
MRVL
Marvell Technology, Inc.

Technology
4.8K
New
$62.31 - $84.07 $299K - $404K
4.8K $403K
VIG
Vanguard Dividend Appreciation

ETFs
2.2K
New
N/A
2.2K $400K
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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