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Matthew Sgro

@Legacy Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$923.507MTotal holdings376
Assets growth rate12.27%Assets growth rate (2-Q avg)8.11%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Legacy Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 376 positions.

Assets under management

The assets under management (AUM) of Legacy Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 923.507M in assets, with a quarterly growth rate of 12.27% and a 2-quarter average growth rate of 8.11%. The portfolio is managed by Matthew Sgro, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MTZMastec Inc
Recent Activity
Decreased -25.57%
9.87%
$91.078M
739,869 shares@ $123.11 avg price
VERXVertex Inc
Recent Activity
Decreased -0.01%
9.02%
$83.299M
2.163M shares@ $38.52 avg price
AAPLApple Inc
Recent Activity
Increased 0.88%
3.74%
$34.47M
147,941 shares@ $233.01 avg price
IWBIshares Tr
Recent Activity
Decreased -0.01%
3%
$27.673M
88,021 shares@ $314.39 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 7.43%
2.67%
$24.642M
57,266 shares@ $430.31 avg price
IVVIshares Tr
Recent Activity
Decreased -0.03%
2.66%
$24.494M
42,464 shares@ $576.82 avg price
IJRIshares Tr
Recent Activity
Increased 13.93%
2.45%
$22.557M
192,864 shares@ $116.96 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 0.86%
2.33%
$21.498M
37,468 shares@ $573.77 avg price
METAMeta Platforms Inc
Recent Activity
Increased 4.44%
2.22%
$20.411M
35,656 shares@ $572.45 avg price
IWRIshares Tr
Recent Activity
Decreased -1.08%
2.21%
$20.353M
230,917 shares@ $88.14 avg price