HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 MASTEC INC |
1,371,404 | +28 | $103,843 |
| MTZ | 1,371,404 | +28 | $103,843 |
| VERTEX INC |
3,244,871 | +3,044,193 | $87,417 |
| VERX | 3,244,871 | +3,044,193 | $87,417 |
| APPLE INC |
129,797 | +11,674 | $24,990 |
| AAPL | 129,797 | +11,674 | $24,990 |
| ISHARES TR (IWB) |
87,697 | +15,394 | $22,999 |
| IWB | 87,697 | +15,394 | $22,999 |
| ISHARES TR (IVV) |
41,980 | -186 | $20,051 |
| IVV | 41,980 | -186 | $20,051 |
| MICROSOFT CORP |
50,554 | +5,616 | $19,010 |
| MSFT | 50,554 | +5,616 | $19,010 |
| ISHARES TR (IWR) |
230,489 | +50,958 | $17,916 |
| IWR | 230,489 | +50,958 | $17,916 |
| SPDR S&P 500 ETF TR (SPY) |
36,722 | -2,432 | $17,454 |
| SPY | 36,722 | -2,432 | $17,454 |
| ISHARES TR (IJR) |
150,821 | +4,845 | $16,326 |
| IJR | 150,821 | +4,845 | $16,326 |
| AMAZON COM INC |
70,407 | +8,436 | $10,698 |
| AMZN | 70,407 | +8,436 | $10,698 |
| META PLATFORMS INC |
29,347 | +13,090 | $10,388 |
| META | 29,347 | +13,090 | $10,388 |
| JOHNSON & JOHNSON |
65,202 | -7,369 | $10,220 |
| JNJ | 65,202 | -7,369 | $10,220 |
| BENTLEY SYS INC |
194,028 | -1,218 | $10,124 |
| BSY | 194,028 | -1,218 | $10,124 |
| SELECT SECTOR SPDR TR (XLK) |
51,101 | +10,445 | $9,836 |
| XLK | 51,101 | +10,445 | $9,836 |
| ALPHABET INC |
65,952 | +2,820 | $9,213 |
| GOOGL | 65,952 | +2,820 | $9,213 |
| SPDR S&P MIDCAP 400 ETF TR (MDY) |
17,447 | +517 | $8,852 |
| MDY | 17,447 | +517 | $8,852 |
| VANGUARD INDEX FDS (VOO) |
19,718 | +1,802 | $8,613 |
| VOO | 19,718 | +1,802 | $8,613 |
| ISHARES TR (OEF) |
37,575 | -2,375 | $8,394 |
| OEF | 37,575 | -2,375 | $8,394 |
| UBER TECHNOLOGIES INC |
129,541 | +2,703 | $7,976 |
| UBER | 129,541 | +2,703 | $7,976 |
| UNITEDHEALTH GROUP INC |
14,742 | -925 | $7,761 |
| UNH | 14,742 | -925 | $7,761 |
| PEPSICO INC |
36,192 | -496 | $6,192 |
| PEP | 36,192 | -496 | $6,192 |
| ACCENTURE PLC IRELAND |
15,874 | -1,266 | $5,570 |
| ACN | 15,874 | -1,266 | $5,570 |
| MARSH & MCLENNAN COS INC |
27,802 | -9,681 | $5,268 |
| MMC | 27,802 | -9,681 | $5,268 |
| ALPHABET INC |
39,213 | +3,724 | $5,179 |
| GOOG | 39,213 | +3,724 | $5,179 |
| FULTON FINL CORP PA |
286,104 | +5,000 | $4,758 |
| FULT | 286,104 | +5,000 | $4,758 |
| NIKE INC |
42,120 | -6,403 | $4,589 |
| NKE | 42,120 | -6,403 | $4,589 |
| HOME DEPOT INC |
13,184 | +1,911 | $4,569 |
| HD | 13,184 | +1,911 | $4,569 |
 BERKSHIRE HATHAWAY INC DEL |
$4,549 | ||
| BRK.B | 12,754 | +1,196 | $4,549 |
| ROBLOX CORP |
98,453 | +85 | $4,501 |
| RBLX | 98,453 | +85 | $4,501 |
| MCDONALDS CORP |
14,978 | +507 | $4,441 |
| MCD | 14,978 | +507 | $4,441 |
| ABBOTT LABS |
35,465 | +10,213 | $3,904 |
| ABT | 35,465 | +10,213 | $3,904 |
| TESLA INC |
$3,755 | ||
| TSLA | 14,513 | +1,795 | $3,606 |
| Call | 600 | +600 | $149 |
| INTUIT |
5,772 | +88 | $3,607 |
| INTU | 5,772 | +88 | $3,607 |
| EQUIFAX INC |
14,545 | -1,066 | $3,597 |
| EFX | 14,545 | -1,066 | $3,597 |
| AIR PRODS & CHEMS INC |
13,088 | +6,557 | $3,583 |
| APD | 13,088 | +6,557 | $3,583 |
| JPMORGAN CHASE & CO |
20,824 | +764 | $3,542 |
| JPM | 20,824 | +764 | $3,542 |
| MASTERCARD INCORPORATED |
8,256 | +57 | $3,521 |
| MA | 8,256 | +57 | $3,521 |
| ISHARES TR (IWF) |
11,489 | -795 | $3,483 |
| IWF | 11,489 | -795 | $3,483 |
| GRAINGER W W INC |
4,160 | -1,442 | $3,447 |
| GWW | 4,160 | -1,442 | $3,447 |
| CHEVRON CORP NEW |
22,725 | -5,556 | $3,390 |
| CVX | 22,725 | -5,556 | $3,390 |
| INVESCO QQQ TR |
$3,257 | ||
| QQQ | 11,946 | -636 | $4,895 |
| Put | 4,000 | +4,000 | $1,638 |
| STRYKER CORPORATION |
10,847 | -1,689 | $3,248 |
| SYK | 10,847 | -1,689 | $3,248 |
| AMGEN INC |
11,155 | -3,021 | $3,213 |
| AMGN | 11,155 | -3,021 | $3,213 |
| VANGUARD INDEX FDS (VO) |
13,806 | +8,870 | $3,212 |
| VO | 13,806 | +8,870 | $3,212 |
| PROCTER AND GAMBLE CO |
21,869 | +2,757 | $3,205 |
| PG | 21,869 | +2,757 | $3,205 |
| DISNEY WALT CO |
35,075 | -4,458 | $3,178 |
| DIS | 35,075 | -4,458 | $3,178 |
| SPDR SER TR (SDY) |
25,231 | UNCH | $3,153 |
| SDY | 25,231 | UNCH | $3,153 |
| MERCADOLIBRE INC |
2,000 | UNCH | $3,143 |
| MELI | 2,000 | UNCH | $3,143 |
| ROSS STORES INC |
22,442 | -12,538 | $3,106 |
| ROST | 22,442 | -12,538 | $3,106 |
| EXXON MOBIL CORP |
30,871 | +11,902 | $3,086 |
| XOM | 30,871 | +11,902 | $3,086 |
See Full List: All Stocks Held By Legacy Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Legacy Advisors LLC
|
Size ($ in 1000's)
At 12/31/2023: $776,034 At 09/30/2023: $620,709 Legacy Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Legacy Advisors LLC 13F filings. Link to 13F filings: SEC filings |
