Legacy Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
LA Legacy Advisors, LLC | Institutional Filer | ▼ 8.89% | $848.2M | 279 |
Current Portfolio Holdings
Showing all 279 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | QLTY | GMO ETF TRUST | — | 3.5M | $127.9M | 15.08% |
| 2 | IJR | ISHARES TR | — | 304K | $37.8M | 4.46% |
| 3 | IVV | ISHARES TR | — | 57K | $37.1M | 4.37% |
| 4 | IWB | iShares Russell 1000 ETF | — | 89K | $31.8M | 3.75% |
| 5 | AAPL | Apple Inc. | Technology | 122K | $31.0M | 3.65% |
| 6 | MTZ | MasTec, Inc. | Industrials | 94K | $30.2M | 3.56% |
| 7 | VOO | VANGUARD INDEX FDS | — | 50K | $30.1M | 3.55% |
| 8 | SPY | SPDR S&P 500 ETF Trust | — | 40K | $26.0M | 3.06% |
| 9 | GQGU | ADVISORS INNER CIRCLE FD III | — | 958K | $25.8M | 3.04% |
| 10 | IWR | ISHARES TR | — | 212K | $20.6M | 2.43% |
| 11 | META | Meta Platforms, Inc. | Technology | 29K | $16.7M | 1.97% |
| 12 | GOOGL | Alphabet Inc. | Technology | 57K | $16.3M | 1.92% |
| 13 | VERX | Vertex, Inc. | Technology | 1.3M | $16.0M | 1.88% |
| 14 | XLK | Technology Select Sector SPDR Fund | — | 103K | $13.6M | 1.61% |
| 15 | VTI | VANGUARD INDEX FDS | — | 41K | $13.2M | 1.56% |
Showing 1 to 15 of 279 holdings