Legacy-Advisors

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-23
Total Holdings
432
Total Value
966247243
Accession Number
0001667731-25-000489
Form Type
13F-HR
Manager Name
Legacy-Advisors
Data Enrichment
95% identified
409 identified23 unidentified

Holdings

432 positions
Manager:
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464287101
Shares:29.1K
Value:$7.9M
BENTLEY SYSTEMS INC
Shares:193.6K
Value:$7.6M
INVESCO QQQ TRUST, SERIES 1
Shares:15.8K
Value:$7.4M
MARSH & MCLENNAN COMPANIES, INC.
Shares:28.8K
Value:$7.0M
JPMORGAN CHASE & CO
Shares:26.7K
Value:$6.5M
Alphabet Inc.
Shares:43.9K
Value:$6.5M
MCDONALDS CORP
Shares:19.3K
Value:$6.0M
UNITEDHEALTH GROUP INC
Shares:11.4K
Value:$6.0M
Mastercard Inc
Shares:10.5K
Value:$5.8M
ABBOTT LABORATORIES
Shares:40.3K
Value:$5.3M
FULTON FINANCIAL CORP
Shares:281.1K
Value:$5.1M
Roblox Corp
Shares:87.0K
Value:$5.1M
Accenture plc
Shares:16.1K
Value:$5.0M
EXXON MOBIL CORP
Shares:40.1K
Value:$4.8M
464287614
Shares:13.0K
Value:$4.7M
AbbVie Inc.
Shares:22.0K
Value:$4.6M
VISA INC.
Shares:13.1K
Value:$4.6M
921909768
Shares:74.0K
Value:$4.6M
AMPHENOL CORP /DE/
Shares:68.5K
Value:$4.5M
CHEVRON CORP
Shares:26.6K
Value:$4.5M