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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
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
NVDANvidia Corporation
Recent Activity
Decreased -0.15%
1.24%
$11.386M
93,748 shares@ $121.45 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 86.37%
1.22%
$11.206M
24,348 shares@ $460.26 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -1.89%
1.16%
$10.698M
20,211 shares@ $529.31 avg price
JNJJohnson & Johnson
Recent Activity
Increased 3.8%
1.08%
$9.935M
61,305 shares@ $162.07 avg price
BSYBentley Sys Inc
Recent Activity
Increased 0.12%
1.07%
$9.804M
192,951 shares@ $50.82 avg price
MDYSpdr S&p Midcap 400 Etf Tr
Recent Activity
Increased 0.06%
1.06%
$9.721M
17,065 shares@ $569.66 avg price
OEFIshares Tr
Recent Activity
Decreased -0.26%
1.04%
$9.521M
34,400 shares@ $276.77 avg price