Legacy Advisors, LLC
données du 30/09/2025
Capitalisation
$ 809.866 M
-87.21 %
Performance
$ 323.347 M
96.60 %
| Date | Symbol | Nom | Poids | Capitalisation | Nombre d'action | 1er ajout | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/09/30 | QLTY | 2023 ETF SERIES TRUST II | 14.09% | 114.093 M $ | 3145815 | 2025/06/30 | 172.123 K $ | 0.01 % |
| 2025/09/30 | MTZ | MASTEC INC | 10.00% | 81.018 M $ | 380708 | 2022/03/31 | 4.649 M $ | 0.72 % |
| 2025/09/30 | VERX | VERTEX INC | 4.11% | 33.312 M $ | 1343779 | 2021/09/30 | -500.935 K $ | -0.04 % |
| 2025/09/30 | IWB | ISHARES TR | 4.04% | 32.739 M $ | 89578 | 2016/12/31 | 789.399 K $ | 0.88 % |
| 2025/09/30 | AAPL | APPLE INC | 3.69% | 29.858 M $ | 117259 | 2016/12/31 | 1.202 M $ | 1.01 % |
| 2025/09/30 | IJR | ISHARES TR | 3.30% | 26.685 M $ | 224564 | 2022/03/31 | 231.860 K $ | 0.10 % |
| 2025/09/30 | SPY | SPDR S&P 500 ETF TR | 3.26% | 26.430 M $ | 39675 | 2016/12/31 | 1.185 M $ | 2.99 % |
| 2025/09/30 | IVV | ISHARES TR | 3.17% | 25.709 M $ | 38412 | 2016/12/31 | 1.163 M $ | 3.01 % |
| 2025/09/30 | IWR | ISHARES TR | 2.59% | 20.942 M $ | 216908 | 2018/03/31 | 94.315 K $ | 0.04 % |
| 2025/09/30 | META | META PLATFORMS INC | 2.52% | 20.439 M $ | 27831 | 2017/09/30 | -76.771 K $ | -0.27 % |
| 2025/09/30 | MSFT | MICROSOFT CORP | 1.79% | 14.483 M $ | 27962 | 2016/12/31 | 252.847 K $ | 1.02 % |
| 2025/09/30 | XLK | SELECT SECTOR SPDR TR | 1.79% | 14.466 M $ | 51325 | 2018/03/31 | 372.046 K $ | 0.73 % |
| 2025/09/30 | GOOGL | ALPHABET INC | 1.67% | 13.485 M $ | 55470 | 2016/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | AMZN | AMAZON COM INC | 1.54% | 12.440 M $ | 56658 | 2016/12/31 | 2.251 K $ | 0.00 % |
| 2025/09/30 | RBLX | ROBLOX CORP | 1.48% | 11.946 M $ | 86239 | 2021/06/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 1.38% | 11.175 M $ | 22228 | 2021/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | VOO | VANGUARD INDEX FDS | 1.32% | 10.676 M $ | 17385 | 2016/12/31 | 571.937 K $ | 2.53 % |
| 2025/09/30 | MDY | SPDR S&P MIDCAP 400 ETF TR | 1.26% | 10.190 M $ | 17097 | 2016/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | BSY | BENTLEY SYS INC | 1.23% | 9.987 M $ | 193998 | 2021/06/30 | -26.040 K $ | -0.01 % |
| 2025/09/30 | UBER | UBER TECHNOLOGIES INC | 1.20% | 9.755 M $ | 99573 | 2019/06/30 | 47.577 K $ | 0.04 % |
| 2025/09/30 | QQQ | INVESCO QQQ TR | 1.19% | 9.659 M $ | 16089 | 2022/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | OEF | ISHARES TR | 1.14% | 9.222 M $ | 27708 | 2020/06/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | DFAC | DIMENSIONAL ETF TRUST | 1.14% | 9.194 M $ | 238363 | 2024/09/30 | 23.322 K $ | 0.01 % |
| 2025/09/30 | NVDA | NVIDIA CORPORATION | 1.02% | 8.281 M $ | 44383 | 2022/03/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | IWF | ISHARES TR | 1.01% | 8.215 M $ | 17538 | 2016/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | JNJ | JOHNSON & JOHNSON | 0.74% | 5.996 M $ | 32336 | 2016/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | VTI | VANGUARD INDEX FDS | 0.69% | 5.586 M $ | 16975 | 2016/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | SCHD | SCHWAB STRATEGIC TR | 0.69% | 5.584 M $ | 204531 | 2021/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | GOOG | ALPHABET INC | 0.68% | 5.476 M $ | 24952 | 2016/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | FULT | FULTON FINL CORP PA | 0.65% | 5.237 M $ | 281104 | 2016/12/31 | 2.991 K $ | 0.00 % |
| 2025/09/30 | TSLA | TESLA INC | 0.65% | 5.231 M $ | 11761 | 2020/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | JPM | JPMORGAN CHASE & CO. | 0.62% | 5.025 M $ | 15931 | 2016/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | VYM | VANGUARD WHITEHALL FDS | 0.60% | 4.855 M $ | 34446 | 2022/03/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | GLD | SPDR GOLD TR | 0.59% | 4.739 M $ | 13333 | 2016/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | MELI | MERCADOLIBRE INC | 0.54% | 4.345 M $ | 1859 | 2018/06/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | VO | VANGUARD INDEX FDS | 0.49% | 3.987 M $ | 13524 | 2020/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | MCD | MCDONALDS CORP | 0.49% | 3.938 M $ | 12959 | 2022/03/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | EPD | ENTERPRISE PRODS PARTNERS L | 0.45% | 3.642 M $ | 116454 | 2016/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | ABBV | ABBVIE INC | 0.42% | 3.404 M $ | 14701 | 2021/03/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | ADVISORS INNER CIRCLE FD III | 0.42% | 3.379 M $ | 133806 | 2025/09/30 | 0.000 $ | 0.00 % | |
| 2025/09/30 | VXUS | VANGUARD STAR FDS | 0.41% | 3.338 M $ | 45436 | 2023/06/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | SDY | SPDR SERIES TRUST | 0.39% | 3.123 M $ | 22300 | 2022/03/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | HIMS | HIMS & HERS HEALTH INC | 0.36% | 2.927 M $ | 51600 | 2022/03/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | VYMI | VANGUARD WHITEHALL FDS | 0.33% | 2.655 M $ | 31351 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | VB | VANGUARD INDEX FDS | 0.30% | 2.460 M $ | 9644 | 2023/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | WMB | WILLIAMS COS INC | 0.30% | 2.425 M $ | 38274 | 2022/03/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | ABT | ABBOTT LABS | 0.30% | 2.420 M $ | 18066 | 2021/03/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | GSLC | GOLDMAN SACHS ETF TR | 0.29% | 2.308 M $ | 17673 | 2020/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | XLP | SELECT SECTOR SPDR TR | 0.28% | 2.235 M $ | 28522 | 2018/03/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 0.27% | 2.182 M $ | 7788 | 2022/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | NNE | NANO NUCLEAR ENERGY INC | 0.25% | 2.063 M $ | 53508 | 2024/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | EFX | EQUIFAX INC | 0.25% | 2.025 M $ | 7893 | 2016/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | VV | VANGUARD INDEX FDS | 0.25% | 2.007 M $ | 6503 | 2022/03/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | ORCL | ORACLE CORP | 0.25% | 1.990 M $ | 7075 | 2023/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | COST | COSTCO WHSL CORP NEW | 0.25% | 1.989 M $ | 2149 | 2022/06/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | XOM | EXXON MOBIL CORP | 0.24% | 1.975 M $ | 17516 | 2016/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | BABA | ALIBABA GROUP HLDG LTD | 0.24% | 1.912 M $ | 10696 | 2017/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | IVW | ISHARES TR | 0.23% | 1.877 M $ | 15552 | 2022/03/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | AVGO | BROADCOM INC | 0.23% | 1.837 M $ | 5569 | 2023/03/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | DIS | DISNEY WALT CO | 0.22% | 1.815 M $ | 15851 | 2016/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | SPOT | SPOTIFY TECHNOLOGY S A | 0.22% | 1.811 M $ | 2594 | 2018/06/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | PNC | PNC FINL SVCS GROUP INC | 0.22% | 1.790 M $ | 8908 | 2016/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | BAC | BANK AMERICA CORP | 0.22% | 1.765 M $ | 34208 | 2016/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | ET | ENERGY TRANSFER L P | 0.22% | 1.746 M $ | 101747 | 2018/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | HCA | HCA HEALTHCARE INC | 0.21% | 1.729 M $ | 4057 | 2024/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | IWM | ISHARES TR | 0.21% | 1.727 M $ | 7138 | 2022/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | V | VISA INC | 0.21% | 1.704 M $ | 4991 | 2022/03/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | NVR | NVR INC | 0.21% | 1.695 M $ | 211 | 2024/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | IWD | ISHARES TR | 0.20% | 1.621 M $ | 7964 | 2016/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | APH | AMPHENOL CORP NEW | 0.20% | 1.598 M $ | 12891 | 2022/03/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | ITOT | ISHARES TR | 0.20% | 1.583 M $ | 10867 | 2022/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | NFLX | NETFLIX INC | 0.19% | 1.569 M $ | 1309 | 2022/06/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | VUG | VANGUARD INDEX FDS | 0.19% | 1.541 M $ | 3210 | 2023/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | PEP | PEPSICO INC | 0.18% | 1.470 M $ | 10469 | 2016/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | NSC | NORFOLK SOUTHN CORP | 0.18% | 1.457 M $ | 4850 | 2023/06/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | MA | MASTERCARD INCORPORATED | 0.18% | 1.428 M $ | 2511 | 2022/03/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | EFA | ISHARES TR | 0.17% | 1.415 M $ | 15155 | 2023/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | HD | HOME DEPOT INC | 0.17% | 1.407 M $ | 3472 | 2021/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | NOW | SERVICENOW INC | 0.17% | 1.400 M $ | 1521 | 2018/03/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | LLY | ELI LILLY & CO | 0.17% | 1.370 M $ | 1796 | 2021/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | ISRG | INTUITIVE SURGICAL INC | 0.17% | 1.369 M $ | 3061 | 2024/03/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | XLV | SELECT SECTOR SPDR TR | 0.17% | 1.354 M $ | 9731 | 2018/03/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | IVE | ISHARES TR | 0.17% | 1.339 M $ | 6482 | 2022/03/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | VTWO | VANGUARD SCOTTSDALE FDS | 0.16% | 1.308 M $ | 13375 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | IJH | ISHARES TR | 0.16% | 1.305 M $ | 19994 | 2022/03/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | AXP | AMERICAN EXPRESS CO | 0.15% | 1.236 M $ | 3720 | 2016/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | VTV | VANGUARD INDEX FDS | 0.15% | 1.202 M $ | 6413 | 2021/03/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | AMGN | AMGEN INC | 0.15% | 1.199 M $ | 4248 | 2017/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | JAAA | JANUS DETROIT STR TR | 0.15% | 1.195 M $ | 23533 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | CNO | CNO FINL GROUP INC | 0.14% | 1.146 M $ | 28968 | 2022/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | SPHQ | INVESCO EXCHANGE TRADED FD T | 0.14% | 1.099 M $ | 15000 | 2022/03/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | VG | VENTURE GLOBAL INC | 0.14% | 1.094 M $ | 77091 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | FI | FISERV INC | 0.13% | 1.083 M $ | 8403 | 2023/06/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | EMR | EMERSON ELEC CO | 0.13% | 1.077 M $ | 8207 | 2023/06/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | CMCSA | COMCAST CORP NEW | 0.13% | 1.072 M $ | 34132 | 2016/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | BX | BLACKSTONE INC | 0.13% | 1.062 M $ | 6214 | 2023/06/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | GWW | GRAINGER W W INC | 0.13% | 1.056 M $ | 1108 | 2016/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | PFS | PROVIDENT FINL SVCS INC | 0.12% | 996.159 K $ | 51668 | 2024/06/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | CVX | CHEVRON CORP NEW | 0.12% | 958.178 K $ | 6170 | 2016/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | GCOR | GOLDMAN SACHS ETF TR | 0.12% | 950.980 K $ | 22762 | 2021/03/31 | 0.000 $ | 0.00 % |