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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
AAPLApple Inc
Recent Activity
Increased 0.88%
3.74%
$34.47M
147,941 shares@ $233.01 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 7.43%
2.67%
$24.642M
57,266 shares@ $430.31 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
AMZNAmazon Com Inc
Recent Activity
Increased 18.19%
1.62%
$14.899M
79,959 shares@ $186.34 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 11.59%
1.4%
$12.837M
77,402 shares@ $165.86 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Increased 1.43%
1.28%
$11.801M
52,272 shares@ $225.77 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 86.37%
1.22%
$11.206M
24,348 shares@ $460.26 avg price
JNJJohnson & Johnson
Recent Activity
Increased 3.8%
1.08%
$9.935M
61,305 shares@ $162.07 avg price