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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
UBERUber Technologies Inc
Recent Activity
Decreased -0.04%
0.94%
$8.629M
114,813 shares@ $75.16 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 39.94%
0.89%
$8.19M
16,781 shares@ $488.08 avg price
DFACDimensional Etf Trust
Recent Activity
New Position
0.89%
$8.173M
238,363 shares@ $34.29 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
GOOGAlphabet Inc
Recent Activity
Decreased -5.59%
0.68%
$6.198M
39,535 shares@ $156.77 avg price
MCDMcdonalds Corp
Recent Activity
Increased 4.37%
0.63%
$5.784M
18,996 shares@ $304.51 avg price
ACNAccenture Plc Ireland
Recent Activity
Decreased -2.44%
0.61%
$5.607M
15,864 shares@ $353.48 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 3.55%
0.58%
$5.292M
25,095 shares@ $210.87 avg price