Legal Advantage Investments, Inc. Portfolio Holdings

Legal Advantage Investments, Inc.

  • $179 Million
  • Q4 2024

Legal Advantage Investments, Inc. has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $179 Million distributed in 103 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vse Corp with a value of $8.22M, Trans Digm Group Inc with a value of $7.66M, Walt Disney CO with a value of $7.16M, Amazon Com Inc with a value of $7.11M, and Fiserv Inc with a value of $6.75M.

Examining the 13F form we can see an increase of $5.17M in the current position value, from $174M to 179M.

Below you can find more details about Legal Advantage Investments, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $179 Million
Technology: $70.3 Million
Industrials: $34.1 Million
Healthcare: $18.4 Million
Communication Services: $17.2 Million
Financial Services: $16.4 Million
Consumer Cyclical: $13.4 Million
ETFs: $5.93 Million
Energy: $1.34 Million
Other: $2.03 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.36B
$8.22 Million 4.59% of portfolio
86,476
Q4 2024 Reduced 7.44%
$73.8B
$7.66 Million 4.28% of portfolio
6,047
Q4 2024 Reduced 3.2%
$199B
$7.16 Million 4.0% of portfolio
64,307
Q4 2024 Reduced 0.87%
$2.37T
$7.11 Million 3.97% of portfolio
32,425
Q4 2024 Reduced 0.92%
$79.5B
$6.75 Million 3.77% of portfolio
53,917
Q4 2024 Reduced 3.52%
$3.07T
$6.18 Million 3.45% of portfolio
14,655
Q4 2024 Reduced 4.0%
$25.4B
$5.68 Million 3.17% of portfolio
9,848
Q4 2024 Reduced 2.23%
$58.5B
$5.09 Million 2.84% of portfolio
27,989
Q4 2024 Added 99.57%
$213B
$4.83 Million 2.7% of portfolio
10,868
Q4 2024 Reduced 1.36%
$151B
$4.73 Million 2.64% of portfolio
63,900
Q4 2024 Reduced 0.78%
$165B
$4.69 Million 2.62% of portfolio
7,466
Q4 2024 Reduced 1.15%
$32.9B
$4.28 Million 2.39% of portfolio
20,340
Q4 2024 Reduced 1.93%
$214B
$4.18 Million 2.33% of portfolio
8,029
Q4 2024 Reduced 1.53%
$0
$4.13 Million 2.3% of portfolio
14,242
Q4 2024 Added 0.14%
$13.4B
$3.88 Million 2.16% of portfolio
15,030
Q4 2024 Reduced 2.59%
$221B
$3.84 Million 2.14% of portfolio
50,800
Q4 2024 Reduced 2.31%
$1.62T
$3.24 Million 1.81% of portfolio
5,500
Q4 2024 Reduced 1.79%
$72.9B
$3.12 Million 1.74% of portfolio
6,641
Q2 2024 Reduced 1.19%
$331B
$3.06 Million 1.71% of portfolio
22,796
Q4 2024 Reduced 0.71%
$449B
$3.01 Million 1.68% of portfolio
3,377
Q4 2024 Reduced 1.46%
$108B
$2.99 Million 1.67% of portfolio
16,890
Q4 2024 Reduced 8.7%
$3.74T
$3 Million 1.67% of portfolio
11,965
Q4 2024 Added 5.54%
$102B
$2.67 Million 1.49% of portfolio
1,571
Q4 2024 Added 14.59%
$22.1B
$2.6 Million 1.45% of portfolio
34,300
Q4 2024 Reduced 1.72%
$38.6B
$2.6 Million 1.45% of portfolio
6,295
Q4 2024 Added 29.66%
$147B
$2.57 Million 1.44% of portfolio
24,210
Q4 2024 Reduced 1.22%
$190B
$2.44 Million 1.36% of portfolio
21,127
Q4 2024 Added 0.03%
$158B
$2.3 Million 1.29% of portfolio
14,171
Q4 2024 Reduced 3.73%
$299B
$2.2 Million 1.23% of portfolio
3,172
Q4 2024 Added 30.7%
$43.7B
$1.97 Million 1.1% of portfolio
23,160
Q4 2024 Added 13.2%
$324B
$1.84 Million 1.03% of portfolio
5,496
Q4 2024 Reduced 0.9%
$0
$1.8 Million 1.0% of portfolio
19,965
Q4 2024 Reduced 2.92%
$1.08T
$1.78 Million 0.99% of portfolio
9,010
Q4 2024 Reduced 1.1%
$15.8B
$1.69 Million 0.94% of portfolio
30,130
Q4 2024 Reduced 1.95%
$118B
$1.65 Million 0.92% of portfolio
3,395
Q4 2024 Reduced 1.45%
$19.2B
$1.62 Million 0.91% of portfolio
3,730
Q4 2024 Reduced 3.24%
$105B
$1.55 Million 0.87% of portfolio
7,298
Q4 2024 Reduced 0.41%
$1.14T
$1.52 Million 0.85% of portfolio
8,000
Q3 2022 Added 3,900.0%
$573B
$1.52 Million 0.85% of portfolio
4,800
Q4 2024 Reduced 3.03%
$807B
$1.36 Million 0.76% of portfolio
5,653
Q4 2024 Reduced 0.88%
$84.5B
$1.33 Million 0.74% of portfolio
3,598
Q2 2024 Reduced 10.01%
$539B
$1.3 Million 0.73% of portfolio
2,471
Q4 2024 Added 2.96%
$39.6B
$1.12 Million 0.62% of portfolio
5,317
Q4 2024 Reduced 3.63%
$81.6B
$1.1 Million 0.61% of portfolio
6,735
Q4 2024 Added 0.15%
$155B
$1.06 Million 0.59% of portfolio
28,232
Q4 2024 Reduced 2.76%
$20.8B
$967,000 0.54% of portfolio
9,160
Q4 2024 Reduced 4.18%
$2.68B
$895,000 0.5% of portfolio
12,435
Q4 2024 Reduced 6.04%
$45.4B
$901,000 0.5% of portfolio
6,450
Q4 2024 Added 58.28%
$1.55B
$877,000 0.49% of portfolio
28,575
Q4 2024 Reduced 1.38%

Summary

  • Portfolio
  • No. of Stocks 103
  • Current Value $179 Million
  • Prior Value $174 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 16, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 10 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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