News + Filings Holdings
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Legacy Advisors, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
Apple Inc.
| AAPL | Common | 109,411 | 34,716 | 21,222,543,000 | 21,212,220,000 | 3.15 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IVV | Common | 42,207 | 37,663 | 18,812,082,000 | 18,810,452,000 | 2.79 | |
Hist
| 06/30/2023 |
SPDR S&P 500 ETF TRUST
| SPY | Common | 39,302 | 16,015 | 17,421,924,000 | 17,413,606,000 | 2.59 | |
Hist
| 06/30/2023 |
MICROSOFT CORP
| MSFT | Common | 42,568 | 13,396 | 14,496,237,000 | 14,489,443,000 | 2.15 | 0.00 |
Hist
| 06/30/2023 |
iSHARES TRUST
| IJR | S&P SMLCAP 600 | 139,036 | 85,562 | 13,854,937,000 | 13,850,275,000 | 2.06 | |
Hist
| 06/30/2023 |
JOHNSON & JOHNSON
| JNJ | Common | 68,292 | 18,924 | 11,303,752,000 | 11,295,687,000 | 1.68 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IWB | Common | 38,624 | 35,920 | 9,414,214,000 | 9,413,680,000 | 1.40 | |
Hist
| 06/30/2023 |
AMAZON COM INC
| AMZN | Common | 61,253 | 3,918 | 7,984,941,000 | 7,978,462,000 | 1.19 | |
Hist
| 06/30/2023 |
SPDR S&P MIDCAP 400 ETF TRUST
| MDY | Common | 16,594 | 699 | 7,946,842,000 | 7,940,458,000 | 1.18 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IWR | ETF | 102,337 | 93,282 | 7,473,671,000 | 7,473,108,000 | 1.11 | |
Hist
| 06/30/2023 |
UNITEDHEALTH GROUP INC
| UNH | Common | 14,605 | 4,167 | 7,019,747,000 | 7,014,475,000 | 1.04 | 0.00 |
Hist
| 06/30/2023 |
Alphabet Inc.
| GOOGL | COM | 58,545 | 10,841 | 7,007,837,000 | 7,003,274,000 | 1.04 | |
Hist
| 06/30/2023 |
MARSH & MCLENNAN COMPANIES, INC.
| MMC | Common | 36,569 | 12,545 | 6,877,898,000 | 6,874,311,000 | 1.02 | |
Hist
| 06/30/2023 |
PEPSICO INC
| PEP | Common | 33,339 | 17,025 | 6,175,050,000 | 6,172,387,000 | 0.92 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IWF | Common | 20,846 | 9,664 | 5,736,402,000 | 5,734,049,000 | 0.85 | |
Hist
| 06/30/2023 |
UNITED PARCEL SERVICE INC
| UPS | Common | 30,609 | 4,323 | 5,486,617,000 | 5,482,371,000 | 0.81 | |
Hist
| 06/30/2023 |
Uber Technologies, Inc
| UBER | Common Stock | 126,778 | 185 | 5,473,006,000 | 5,469,651,000 | 0.81 | |
Hist
| 06/30/2023 |
SELECT SECTOR SPDR TRUST
| XLK | COM | 30,262 | 9,911 | 5,261,349,000 | 5,258,932,000 | 0.78 | |
Hist
| 06/30/2023 |
LOWES COMPANIES INC
| LOW | Common | 21,669 | 3,230 | 4,890,693,000 | 4,887,230,000 | 0.73 | 0.00 |
Hist
| 06/30/2023 |
CHEVRON CORP
| CVX | Common | 30,207 | 11,962 | 4,753,071,000 | 4,750,450,000 | 0.71 | 0.00 |
Hist
| 06/30/2023 |
Meta Platforms, Inc.
| FB | Common | 16,438 | 59 | 4,717,377,000 | 4,715,155,000 | 0.70 | |
Hist
| 06/30/2023 |
Accenture plc
| ACN | COM | 15,244 | 7,599 | 4,703,974,000 | 4,702,007,000 | 0.70 | 0.00 |
Hist
| 06/30/2023 |
NIKE, Inc.
| NKE | Common | 42,291 | 11,254 | 4,667,658,000 | 4,665,071,000 | 0.69 | |
Hist
| 06/30/2023 |
AMERISOURCEBERGEN CORP
| ABC | Common | 22,914 | 2,069 | 4,409,341,000 | 4,406,520,000 | 0.65 | 0.01 |
Hist
| 06/30/2023 |
ROSS STORES, INC.
| ROST | Common | 36,227 | 5,306 | 4,062,134,000 | 4,059,528,000 | 0.60 | 0.01 |
Hist
| 06/30/2023 |
Roblox Corp
| RBLX | CL A | 98,380 | 50 | 3,964,714,000 | 3,961,190,000 | 0.59 | |
Hist
| 06/30/2023 |
Vertex, Inc.
| VERX | Common | 200,637 | 140,279 | 3,912,422,000 | 3,911,597,000 | 0.58 | |
Hist
| 06/30/2023 |
BERKSHIRE HATHAWAY INC
| BRK/B | Common | 11,262 | 145 | 3,840,342,000 | 3,837,374,000 | 0.57 | |
Hist
| 06/30/2023 |
SYSCO CORP
| SYY | Common | 51,453 | 6,380 | 3,817,813,000 | 3,814,626,000 | 0.57 | |
Hist
| 06/30/2023 |
Alphabet Inc.
| GOOG | COM | 31,219 | 10,460 | 3,776,562,000 | 3,774,566,000 | 0.56 | |
Hist
| 06/30/2023 |
Mondelez International, Inc.
| MDLZ | COM | 51,665 | 7,644 | 3,768,445,000 | 3,766,014,000 | 0.56 | |
Hist
| 06/30/2023 |
Walt Disney Co
| DIS | Common | 40,219 | 7,045 | 3,590,719,000 | 3,587,590,000 | 0.53 | 0.00 |
Hist
| 06/30/2023 |
STRYKER CORP
| SYK | Common | 11,523 | 4,192 | 3,515,552,000 | 3,514,067,000 | 0.52 | |
Hist
| 06/30/2023 |
CVS HEALTH Corp
| CVS | Common | 48,498 | 4,832 | 3,352,667,000 | 3,348,503,000 | 0.50 | 0.00 |
Hist
| 06/30/2023 |
THERMO FISHER SCIENTIFIC INC.
| TMO | Common | 6,369 | 1,301 | 3,323,228,000 | 3,320,656,000 | 0.49 | 0.00 |
Hist
| 06/30/2023 |
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