StockDriftsStockDriftsTop 50 Legacy Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QLTY | GMO ETF TRUST | 15.08% | 3.53M | $127.9M | +1.03%(+35.95K) | $35.39(+14.08%) | 2026-03-31 | |
| IJR | ISHARES TR | 4.46% | 304.0K | $37.8M | +12.47%(+33.70K) | $114.61(+18.04%) | 2026-03-31 | |
| IVV | ISHARES TR | 4.37% | 56.7K | $37.1M | -4.66%(-2.77K) | $540.54(+37.96%) | 2026-03-31 | |
| IWB | ISHARES TR | 3.75% | 89.3K | $31.8M | -0.04%(-40) | $313.42(+29.00%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.65% | 122.0K | $31.0M | -3.64%(-4.61K) | $220.18(+35.74%) | 2026-03-31 | |
| MTZ | MASTEC INC | 3.56% | 94.0K | $30.2M | -75.32%(-286.75K) | $163.00(+160.00%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 3.55% | 50.4K | $30.1M | +116.03%(+27.05K) | $545.09(+25.19%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.06% | 39.9K | $26.0M | +0.11%(+45) | $477.77(+55.37%) | 2026-03-31 | |
| GQGU | ADVISORS INNER CIRCLE FD III | 3.04% | 958.1K | $25.8M | +14.68%(+122.64K) | $25.06(+4.33%) | 2026-03-31 | |
| IWR | ISHARES TR | 2.43% | 212.1K | $20.6M | +0.57%(+1.20K) | $92.09(+13.73%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.20% | +52.86% |
| Top 20 Holdings Unweighted | +14.40% | +49.72% |
Sign up free to track Legacy Advisors, LLC, compare funds side by side, and get alerts the moment positions change.