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Home > Institutional Investor > Legacy Advisors, Llc > 13F Holdings

Instuitional Investor - Legacy Advisors, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Gmo Etf Trust - US QUALITY ETF
 3,431,467 $143,074,971 13.36%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 109,960 $75,521,853 7.05%
3.
Ishares Trust
 IEF 351,532 $52,135,770 4.87%
4.
Mastec Inc
 MTZ 124,181 $51,666,747 4.83%
5.
Apple Inc.
 AAPL 149,777 $43,339,341 4.05%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.