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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
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
QQQInvesco Qqq Tr
Recent Activity
Increased 39.94%
0.89%
$8.19M
16,781 shares@ $488.08 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 7.87%
0.79%
$7.288M
12,465 shares@ $584.68 avg price
LLYEli Lilly & Co
Recent Activity
Increased 7.61%
0.74%
$6.805M
7,681 shares@ $885.89 avg price
MMCMarsh & Mclennan Cos Inc
Recent Activity
Increased 2.31%
0.69%
$6.343M
28,433 shares@ $223.1 avg price
MCDMcdonalds Corp
Recent Activity
Increased 4.37%
0.63%
$5.784M
18,996 shares@ $304.51 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 3.55%
0.58%
$5.292M
25,095 shares@ $210.87 avg price
PEPPepsico Inc
Recent Activity
Increased 7.52%
0.58%
$5.274M
31,012 shares@ $170.05 avg price
GLDSpdr Gold Tr
Recent Activity
Increased 82.81%
0.56%
$5.151M
21,194 shares@ $243.07 avg price