Legacy Advisors, LLC
Securities ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | |
| VANGUARD INDEX FDS | 0 | 50,360 | +50,360 | 0 | 30,092,718 | +30,092,718 |
| VANGUARD WHITEHALL FDS | 0 | 86,778 | +86,778 | 0 | 8,177,959 | +8,177,959 |
| ISHARES TR | 0 | 304,002 | +304,002 | 0 | 37,790,538 | +37,790,538 |
| ADVISORS INNER CIRCLE FD III | 0 | 958,094 | +958,094 | 0 | 25,782,310 | +25,782,310 |
| JOHNSON & JOHNSON | 0 | 35,333 | +35,333 | 0 | 8,636,682 | +8,636,682 |
| EXXON MOBIL CORP | 0 | 18,389 | +18,389 | 0 | 3,119,895 | +3,119,895 |
| SCHWAB STRATEGIC TR | 0 | 207,532 | +207,532 | 0 | 6,367,082 | +6,367,082 |
| VANGUARD BD INDEX FDS | 0 | 9,210 | +9,210 | 0 | 722,156 | +722,156 |
| ENTERPRISE PRODS PARTNERS L | 0 | 118,229 | +118,229 | 0 | 4,473,767 | +4,473,767 |
| VENTURE GLOBAL INC | 0 | 77,365 | +77,365 | 0 | 1,219,272 | +1,219,272 |
| VANGUARD INDEX FDS | 0 | 5,120 | +5,120 | 0 | 2,236,365 | +2,236,365 |
| ISHARES TR | 0 | 7,095 | +7,095 | 0 | 614,711 | +614,711 |
| TAIWAN SEMICONDUCTOR MANUFAC | 0 | 9,544 | +9,544 | 0 | 3,234,075 | +3,234,075 |
| VANGUARD BD INDEX FDS | 0 | 16,441 | +16,441 | 0 | 1,210,715 | +1,210,715 |
| VANGUARD INDEX FDS | 0 | 41,256 | +41,256 | 0 | 13,235,444 | +13,235,444 |
| SELECT SECTOR SPDR TR | 0 | 31,241 | +31,241 | 0 | 2,561,169 | +2,561,169 |
| VANGUARD SPECIALIZED FUNDS | 0 | 4,108 | +4,108 | 0 | 883,487 | +883,487 |
| ISHARES TR | 0 | 212,098 | +212,098 | 0 | 20,622,250 | +20,622,250 |
| APPLIED MATLS INC | 0 | 3,888 | +3,888 | 0 | 1,328,882 | +1,328,882 |
| CHEVRON CORPORATION | 0 | 7,162 | +7,162 | 0 | 1,481,855 | +1,481,855 |
| PACER FDS TR | 0 | 4,843 | +4,843 | 0 | 302,978 | +302,978 |
| GE VERNOVA INC | 0 | 1,256 | +1,256 | 0 | 1,096,616 | +1,096,616 |
| MARATHON PETE CORP | 0 | 1,106 | +1,106 | 0 | 269,998 | +269,998 |
| AUTOMATIC DATA PROCESSING IN | 0 | 1,314 | +1,314 | 0 | 269,275 | +269,275 |
| PAYCHEX INC | 0 | 2,893 | +2,893 | 0 | 266,503 | +266,503 |
| SPDR GOLD TR | 0 | 7,786 | +7,786 | 0 | 3,350,238 | +3,350,238 |
| AGNICO EAGLE MINES LTD | 0 | 1,282 | +1,282 | 0 | 260,220 | +260,220 |
| VANGUARD INDEX FDS | 0 | 7,979 | +7,979 | 0 | 1,565,480 | +1,565,480 |
| MARRIOTT INTL INC NEW | 0 | 747 | +747 | 0 | 244,323 | +244,323 |
| LAM RESEARCH CORP | 0 | 5,916 | +5,916 | 0 | 1,265,485 | +1,265,485 |
| FULTON FINL CORP PA | 0 | 281,104 | +281,104 | 0 | 5,717,655 | +5,717,655 |
| VISTRA CORP | 0 | 1,527 | +1,527 | 0 | 229,484 | +229,484 |
| PRIMORIS SVCS CORP | 0 | 1,564 | +1,564 | 0 | 223,874 | +223,874 |
| VANGUARD WHITEHALL FDS | 0 | 34,875 | +34,875 | 0 | 5,164,988 | +5,164,988 |
| STATE STR SPDR S&P MIDCAP 40 | 0 | 15,932 | +15,932 | 0 | 9,825,971 | +9,825,971 |
| NCR ATLEOS CORPORATION | 0 | 5,000 | +5,000 | 0 | 217,900 | +217,900 |
| BWX TECHNOLOGIES INC | 0 | 1,039 | +1,039 | 0 | 212,465 | +212,465 |
| AMETEK INC | 0 | 985 | +985 | 0 | 211,149 | +211,149 |
| COSTCO WHOLESALE CORPORATION | 0 | 2,136 | +2,136 | 0 | 2,128,375 | +2,128,375 |
| EQUINIX INC | 0 | 923 | +923 | 0 | 904,771 | +904,771 |
| TELEDYNE TECHNOLOGIES INC | 0 | 332 | +332 | 0 | 200,863 | +200,863 |
| FORD MTR CO | 0 | 17,151 | +17,151 | 0 | 197,927 | +197,927 |
| INVESCO EXCHANGE TRADED FD T | 0 | 3,703 | +3,703 | 0 | 710,673 | +710,673 |
| ENERGY TRANSFER L P | 0 | 101,747 | +101,747 | 0 | 1,963,717 | +1,963,717 |
| ASML HLDG NV | 0 | 707 | +707 | 0 | 933,827 | +933,827 |
| NCINO INC | 0 | 10,515 | +10,515 | 0 | 157,515 | +157,515 |
| NEW JERSEY RES CORP | 0 | 17,873 | +17,873 | 0 | 990,075 | +990,075 |
| PFIZER INC | 0 | 26,878 | +26,878 | 0 | 754,743 | +754,743 |
| VANGUARD MUN BD FDS | 0 | 27,718 | +27,718 | 0 | 1,382,851 | +1,382,851 |
| CATERPILLAR INC | 0 | 983 | +983 | 0 | 696,423 | +696,423 |
| VERIZON COMMUNICATIONS INC | 0 | 11,068 | +11,068 | 0 | 555,619 | +555,619 |
| SPDR SERIES TRUST | 0 | 21,570 | +21,570 | 0 | 3,147,926 | +3,147,926 |
| MERCK & CO INC | 0 | 8,084 | +8,084 | 0 | 979,321 | +979,321 |
| WALMART INC | 0 | 7,998 | +7,998 | 0 | 996,030 | +996,030 |
| CION INVT CORP | 0 | 17,000 | +17,000 | 0 | 116,280 | +116,280 |
| PEPSICO INC | 0 | 11,397 | +11,397 | 0 | 1,769,893 | +1,769,893 |
| BLUE OWL CAPITAL INC | 0 | 11,962 | +11,962 | 0 | 109,213 | +109,213 |
| CORTEVA INC | 0 | 6,497 | +6,497 | 0 | 543,873 | +543,873 |
| NEUBERGER ENGY INFRSTR & INC | 0 | 50,000 | +50,000 | 0 | 525,500 | +525,500 |
| PHILIP MORRIS INTL INC | 0 | 5,509 | +5,509 | 0 | 918,662 | +918,662 |
| WILLIAMS COS INC | 0 | 31,652 | +31,652 | 0 | 2,303,654 | +2,303,654 |
| CARDINAL HEALTH INC | 0 | 1,651 | +1,651 | 0 | 348,876 | +348,876 |
| T-MOBILE US INC | 0 | 1,570 | +1,570 | 0 | 329,747 | +329,747 |
| AMGEN INC | 0 | 4,395 | +4,395 | 0 | 1,546,258 | +1,546,258 |
| STELLANTIS N.V | 0 | 12,274 | +12,274 | 0 | 87,023 | +87,023 |
| WW GRAINGER INC | 0 | 1,124 | +1,124 | 0 | 1,226,070 | +1,226,070 |
| TJX COS INC NEW | 0 | 4,566 | +4,566 | 0 | 729,194 | +729,194 |
| ISHARES TR | 0 | 4,915 | +4,915 | 0 | 283,142 | +283,142 |
| RTX CORPORATION | 0 | 3,112 | +3,112 | 0 | 600,297 | +600,297 |
| CIMPRESS PLC | 0 | 11,888 | +11,888 | 0 | 867,824 | +867,824 |
| HONEYWELL INTL INC | 0 | 3,098 | +3,098 | 0 | 700,241 | +700,241 |
| PROVIDENT FINL SVCS INC | 0 | 51,689 | +51,689 | 0 | 1,093,739 | +1,093,739 |
| LINDE PLC | 0 | 788 | +788 | 0 | 390,659 | +390,659 |
| EATON CORP PLC | 0 | 1,559 | +1,559 | 0 | 557,608 | +557,608 |
| ISHARES TR | 0 | 3,101 | +3,101 | 0 | 594,786 | +594,786 |
| ISHARES BITCOIN TRUST ETF | 0 | 34,105 | +34,105 | 0 | 1,310,314 | +1,310,314 |
| GE AEROSPACE | 0 | 3,625 | +3,625 | 0 | 1,030,227 | +1,030,227 |
| MARVELL TECHNOLOGY INC | 0 | 4,719 | +4,719 | 0 | 467,417 | +467,417 |
| TARGA RES CORP | 0 | 1,026 | +1,026 | 0 | 257,229 | +257,229 |
| DEERE & CO | 0 | 1,223 | +1,223 | 0 | 689,105 | +689,105 |
| WHITE MTNS INS GROUP LTD | 0 | 450 | +450 | 0 | 988,632 | +988,632 |
| AIR PRODUCTS AND CHEMICALS I | 0 | 1,494 | +1,494 | 0 | 433,992 | +433,992 |
| ISHARES TR | 0 | 21,044 | +21,044 | 0 | 1,421,101 | +1,421,101 |
| BRISTOL-MYERS SQUIBB CO | 0 | 7,329 | +7,329 | 0 | 444,491 | +444,491 |
| JANUS DETROIT STR TR | 0 | 21,280 | +21,280 | 0 | 1,076,181 | +1,076,181 |
| ISHARES TR | 0 | 2,189 | +2,189 | 0 | 385,072 | +385,072 |
| AT&T INC | 0 | 10,056 | +10,056 | 0 | 291,523 | +291,523 |
| CONSTELLATION BRANDS INC | 0 | 2,196 | +2,196 | 0 | 329,328 | +329,328 |
| GLOBAL X FDS | 0 | 10,438 | +10,438 | 0 | 505,512 | +505,512 |
| MCDONALDS CORP | 0 | 13,289 | +13,289 | 0 | 4,130,190 | +4,130,190 |
| S & T BANCORP INC | 0 | 14,502 | +14,502 | 0 | 606,619 | +606,619 |
| NOVARTIS AG | 0 | 2,507 | +2,507 | 0 | 382,944 | +382,944 |
| MPLX LP | 0 | 9,275 | +9,275 | 0 | 529,324 | +529,324 |
| KLA CORP | 0 | 262 | +262 | 0 | 385,773 | +385,773 |
| CITIZENS FINL GROUP INC | 0 | 4,172 | +4,172 | 0 | 250,195 | +250,195 |
| CME GROUP INC | 0 | 1,116 | +1,116 | 0 | 329,611 | +329,611 |
| ISHARES TR | 0 | 7,257 | +7,257 | 0 | 1,550,526 | +1,550,526 |
| NETFLIX INC. | 0 | 15,360 | +15,360 | 0 | 1,476,864 | +1,476,864 |
| ARCH CAP GROUP LTD | 0 | 9,753 | +9,753 | 0 | 936,190 | +936,190 |
| TEXAS INSTRS INC | 0 | 1,526 | +1,526 | 0 | 296,225 | +296,225 |