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Legacy Advisors, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
Apple Inc. AAPLCommon109,41134,71621,222,543,00021,212,220,0003.15  Hist 06/30/2023
iSHARES TRUST IVVCommon42,20737,66318,812,082,00018,810,452,0002.79  Hist 06/30/2023
SPDR S&P 500 ETF TRUST SPYCommon39,30216,01517,421,924,00017,413,606,0002.59  Hist 06/30/2023
MICROSOFT CORP MSFTCommon42,56813,39614,496,237,00014,489,443,0002.150.00 Hist 06/30/2023
iSHARES TRUST IJRS&P SMLCAP 600139,03685,56213,854,937,00013,850,275,0002.06  Hist 06/30/2023
JOHNSON & JOHNSON JNJCommon68,29218,92411,303,752,00011,295,687,0001.68  Hist 06/30/2023
iSHARES TRUST IWBCommon38,62435,9209,414,214,0009,413,680,0001.40  Hist 06/30/2023
AMAZON COM INC AMZNCommon61,2533,9187,984,941,0007,978,462,0001.19  Hist 06/30/2023
SPDR S&P MIDCAP 400 ETF TRUST MDYCommon16,5946997,946,842,0007,940,458,0001.18  Hist 06/30/2023
iSHARES TRUST IWRETF102,33793,2827,473,671,0007,473,108,0001.11  Hist 06/30/2023
UNITEDHEALTH GROUP INC UNHCommon14,6054,1677,019,747,0007,014,475,0001.040.00 Hist 06/30/2023
Alphabet Inc. GOOGLCOM58,54510,8417,007,837,0007,003,274,0001.04  Hist 06/30/2023
MARSH & MCLENNAN COMPANIES, INC. MMCCommon36,56912,5456,877,898,0006,874,311,0001.02  Hist 06/30/2023
PEPSICO INC PEPCommon33,33917,0256,175,050,0006,172,387,0000.92  Hist 06/30/2023
iSHARES TRUST IWFCommon20,8469,6645,736,402,0005,734,049,0000.85  Hist 06/30/2023
UNITED PARCEL SERVICE INC UPSCommon30,6094,3235,486,617,0005,482,371,0000.81  Hist 06/30/2023
Uber Technologies, Inc UBERCommon Stock126,7781855,473,006,0005,469,651,0000.81  Hist 06/30/2023
SELECT SECTOR SPDR TRUST XLKCOM30,2629,9115,261,349,0005,258,932,0000.78  Hist 06/30/2023
LOWES COMPANIES INC LOWCommon21,6693,2304,890,693,0004,887,230,0000.730.00 Hist 06/30/2023
CHEVRON CORP CVXCommon30,20711,9624,753,071,0004,750,450,0000.710.00 Hist 06/30/2023
Meta Platforms, Inc. FBCommon16,438594,717,377,0004,715,155,0000.70  Hist 06/30/2023
Accenture plc ACNCOM15,2447,5994,703,974,0004,702,007,0000.700.00 Hist 06/30/2023
NIKE, Inc. NKECommon42,29111,2544,667,658,0004,665,071,0000.69  Hist 06/30/2023
AMERISOURCEBERGEN CORP ABCCommon22,9142,0694,409,341,0004,406,520,0000.650.01 Hist 06/30/2023
ROSS STORES, INC. ROSTCommon36,2275,3064,062,134,0004,059,528,0000.600.01 Hist 06/30/2023
Roblox Corp RBLXCL A98,380503,964,714,0003,961,190,0000.59  Hist 06/30/2023
Vertex, Inc. VERXCommon200,637140,2793,912,422,0003,911,597,0000.58  Hist 06/30/2023
BERKSHIRE HATHAWAY INC BRK/BCommon11,2621453,840,342,0003,837,374,0000.57  Hist 06/30/2023
SYSCO CORP SYYCommon51,4536,3803,817,813,0003,814,626,0000.57  Hist 06/30/2023
Alphabet Inc. GOOGCOM31,21910,4603,776,562,0003,774,566,0000.56  Hist 06/30/2023
Mondelez International, Inc. MDLZCOM51,6657,6443,768,445,0003,766,014,0000.56  Hist 06/30/2023
Walt Disney Co DISCommon40,2197,0453,590,719,0003,587,590,0000.530.00 Hist 06/30/2023
STRYKER CORP SYKCommon11,5234,1923,515,552,0003,514,067,0000.52  Hist 06/30/2023
CVS HEALTH Corp CVSCommon48,4984,8323,352,667,0003,348,503,0000.500.00 Hist 06/30/2023
THERMO FISHER SCIENTIFIC INC. TMOCommon6,3691,3013,323,228,0003,320,656,0000.490.00 Hist 06/30/2023
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