Legacy Advisors, LLC Reduced Holdings in Q4 2025

Legacy Advisors, LLC

  • $748 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
RBLX
Roblox Corp

Communication Services
-6
- 0.01%
$101.27 - $138.56 $608 - $831
86.2K $8.82M
GLD
Spdr Gold Trust

ETFs
-5.55K
- 41.59%
$354.79 - $403.15 $1.97M - $2.24M
7.79K $2.93M
BSY
Bentley Systems Inc

Technology
-12
- 0.01%
$43.17 - $56.79 $518 - $681
194K $8.37M
IWR
Ishares Russell Mid Cap ETF

ETFs
-6.01K
- 2.77%
$94.02 - $97.61 $565K - $586K
211K $20M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-1.18K
- 6.87%
$577.77 - $604.78 $679K - $711K
15.9K $9.33M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.36K
- 7.75%
$459.47 - $491.71 $625K - $669K
16.2K $7.62M
DIS
Walt Disney CO

Communication Services
-3.42K
- 21.56%
$105.69 - $116.65 $361K - $399K
12.4K $1.31M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-876
- 22.75%
$176.58 - $207.02 $155K - $181K
2.98K $538K
VTWO
Vanguard Russell 2000 ETF

ETFs
-2.2K
- 16.43%
$95.72 - $101.47 $210K - $223K
11.2K $1.07M
GS
Goldman Sachs Group Inc

Financial Services
-229
- 32.53%
$744.6 - $838.97 $171K - $192K
475 $368K
USB
Us Bancorp \De\

Financial Services
-3.41K
- 37.18%
$45.28 - $48.26 $154K - $165K
5.76K $262K
CMCSA
Comcast Corp

Communication Services
-1.03K
- 3.02%
$26.98 - $31.09 $27.8K - $32.1K
33.1K $901K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-3.24K
- 13.76%
$50.55 - $50.74 $164K - $164K
20.3K $1.03M
VO
Vanguard Mid Cap ETF

ETFs
-249
- 1.84%
$286.27 - $296.23 $71.3K - $73.8K
13.3K $3.81M
IWD
Ishares Russell 1000 Val ETF

ETFs
-707
- 8.88%
$199.44 - $208.01 $141K - $147K
7.26K $1.49M
KMB
Kimberly Clark Corp

Consumer Defensive
-621
- 18.57%
$100.05 - $123.23 $62.1K - $76.5K
2.72K $283K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-615
- 2.76%
$136.06 - $140.64 $83.7K - $86.5K
21.7K $3M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-240
- 34.09%
$426.99 - $455.46 $102K - $109K
464 $202K
BA
Boeing CO

Industrials
-79
- 2.23%
$191.81 - $225.32 $15.2K - $17.8K
3.46K $664K
GTLB
Gitlab Inc.

Technology
-1.91K
- 15.45%
$43.65 - $51.04 $83.2K - $97.3K
10.4K $462K
INTU
Intuit Inc

Technology
-108
- 24.83%
$641.79 - $683.39 $69.3K - $73.8K
327 $211K
KO
Coca Cola CO

Consumer Defensive
-1.47K
- 28.51%
$66.1 - $71.61 $97.2K - $105K
3.69K $260K
IWN
Ishares Russell2000 Val ETF

ETFs
-414
- 12.31%
$172.34 - $181.51 $71.3K - $75.1K
2.95K $515K
OEF
Ishares S&P 100 ETF

ETFs
-290
- 1.05%
N/A
27.4K $7.29M
PFE
Pfizer Inc

Healthcare
-2.32K
- 8.67%
$24.23 - $27.37 $56.3K - $63.6K
24.5K $613K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-607
- 5.62%
$74.09 - $75.1 $45K - $45.6K
10.2K $755K
KKR
Kkr & Co. Inc.

Financial Services
-121
- 4.76%
$117.52 - $127.65 $14.2K - $15.4K
2.42K $290K
CEG
Constellation Energy Corp

Utilities
-125
- 15.94%
$335.74 - $401.43 $42K - $50.2K
659 $223K
CNO
Cno Financial Group, Inc.

Financial Services
-2K
- 6.9%
$38.49 - $41.64 $77K - $83.3K
27K $1.11M
TFC
Truist Financial Corp

Financial Services
-334
- 1.64%
$41.09 - $45.64 $13.7K - $15.2K
20K $896K
STZ
Constellation Brands, Inc.

Consumer Defensive
-61
- 2.84%
$127.65 - $142.97 $7.79K - $8.72K
2.09K $269K
SEED
Origin Agritech LTD

Basic Materials
-20.8K
- 50.0%
$1.31 - $2.0 $27.2K - $41.5K
20.8K $29K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-416
- 4.48%
N/A
8.87K $279K
VGLT
Vanguard Long Term Treasury Et

ETFs
-4
- 0.11%
$56.44 - $58.38 $226 - $234
3.61K $204K
GIGB
Goldman Sachs ETF Access Invt
-45
- 0.58%
N/A
7.76K $0
Goldman Sachs ETF Tr
-55
- 1.06%
N/A
5.16K $0
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-70
- 1.17%
$39.72 - $42.69 $2.78K - $2.99K
5.94K $249K
CAH
Cardinal Health Inc

Healthcare
-146
- 10.45%
$153.27 - $206.06 $22.4K - $30.1K
1.25K $256K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-271
- 0.3%
$358.39 - $376.54 $97.1K - $102K
89.3K $32.9M
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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