Portfolio (Quarterly)
Guide ↗
Legacy Advisors, LLC
· CIK 0001720969| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 241 | CAH | CARDINAL HEALTH INC | Healthcare | 1,251.0 | $257K | 0.03% | NEW | — | $205.50 | -2.8% |
| 242 | GEM | GOLDMAN SACHS ETF TR | — | 5,935.0 | $253K | 0.03% | NEW | — | $42.58 | +22.0% |
| 243 | — | BLACKROCK N Y MUN INCOME TRU | — | 24,900.0 | $252K | 0.03% | NEW | — | $10.14 | — |
| 244 | GTIP | GOLDMAN SACHS ETF TR | — | 5,091.0 | $251K | 0.03% | NEW | — | $49.33 | +0.5% |
| 245 | T | AT&T INC | Communication Services | 10,035.0 | $249K | 0.03% | NEW | — | $24.84 | +0.1% |
| 246 | IEMG | ISHARES INC | — | 3,613.0 | $243K | 0.03% | NEW | — | $67.22 | +24.3% |
| 247 | FFIC | FLUSHING FINL CORP | Financial Services | 16,000.0 | $243K | 0.03% | NEW | — | $15.17 | +5.2% |
| 248 | VNQ | VANGUARD INDEX FDS | — | 2,729.0 | $241K | 0.03% | NEW | — | $88.49 | +9.1% |
| 249 | BKU | BANKUNITED INC | Financial Services | 5,400.0 | $241K | 0.03% | NEW | — | $44.57 | +4.5% |
| 250 | TMUS | T-MOBILE US INC | Communication Services | 1,178.0 | $239K | 0.03% | NEW | — | $203.04 | -6.9% |
| 251 | ACN | ACCENTURE PLC IRELAND | Technology | 891.0 | $239K | 0.03% | NEW | — | $268.30 | -33.5% |
| 252 | CMI | CUMMINS INC | Industrials | 466.0 | $238K | 0.03% | NEW | — | $510.45 | +30.9% |
| 253 | GSEU | GOLDMAN SACHS ETF TR | — | 5,155.0 | $238K | 0.03% | NEW | — | $46.10 | +5.6% |
| 254 | IUSV | ISHARES TR | — | 2,311.0 | $237K | 0.03% | NEW | — | $102.54 | +7.8% |
| 255 | IWS | ISHARES TR | — | 1,680.0 | $237K | 0.03% | NEW | — | $141.05 | +13.6% |
| 256 | SO | SOUTHERN CO | Utilities | 2,685.0 | $234K | 0.03% | NEW | — | $87.20 | +6.1% |
| 257 | CEG | CONSTELLATION ENERGY CORP | Utilities | 659.0 | $233K | 0.03% | NEW | — | $353.27 | -19.0% |
| 258 | VLUE | ISHARES TR | — | 1,680.0 | $230K | 0.03% | NEW | — | $136.72 | +43.3% |
| 259 | DY | DYCOM INDS INC | Industrials | 679.0 | $229K | 0.03% | NEW | — | $337.90 | +58.4% |
| 260 | VEU | VANGUARD INTL EQUITY INDEX F | — | 3,116.0 | $229K | 0.03% | NEW | — | $73.56 | +14.1% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
28.5%
Industrials
22.4%
Financial Services
18.3%
Communication Services
11.2%
Consumer Cyclical
7.9%
Healthcare
6.2%
Energy
2.5%
Consumer Defensive
1.6%
Utilities
0.8%
Real Estate
0.4%