LEGACY ADVISORS, LLC
Adviser information for LEGACY ADVISORS, LLC last updated from Form ADV on March 12th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 36 |
|---|---|
| Investment Advisory/Research | 20 |
| Registered Broker-Dealer Representatives | 12 |
| Registered State Investment Advisers | 16 |
| Licensed Agents of an Insurance Company | 9 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2,057 | $3.6B |
| Non-Discretionary | 44 | $55.1M |
| Total | 2,101 | $3.6B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 45 | $3.2B |
| HNW Individuals | 175 | $103.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 6 | $137.2M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 10 | $162.2M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Principal Office
5 APOLLO ROAD, SUITE 100PLYMOUTH MEETING
PA
United States
Monday - Friday, 8:30 A.M. - 4:30 P.M.
Tel: 610-943-3000, Fax: None
Chief Compliance Officer
MATTHEW J. SGRO
DIRECTOR OF FINANCE
5 APOLLO ROAD, SUITE 100
PLYMOUTH MEETING
PA
United States
Tel:
(610) 943-3014
M****@***************M
(Full email address available in API data)
Regulatory Contact
JAMES MCCALLISTER
INVESTMENT OPERATIONS SPECIALIST
5 APOLLO ROAD, SUITE 100
PLYMOUTH MEETING
PA
United States
Tel:
610-943-3016
J***********@***************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| PIOTROWICZ, MICHAEL, THEODORE | Individual | – | MANAGING MEMBER | 01/2008 | 50-75% |
| McCallister, James, Walter | Individual | – | MANAGER OF OPERATIONS | 01/2018 | < 5% |
| KROL, JOHN, EDWARD | Individual | – | MANAGING MEMBER | 01/2008 | 10-25% |
| PANVINI, VINCENT, ALBERT | Individual | – | MANAGING MEMBER | 01/2008 | 10-25% |
| EVANS, JANE, K | Individual | – | MANAGING MEMBER/CHIEF OPERATING OFFICER | 01/2008 | 5-10% |
| PIOTROWICZ, THEODORE, PETER | Individual | – | MANAGING MEMBER | 01/2019 | 10-25% |
| SGRO, MATTHEW, JOSEPH | Individual | – | CHIEF COMPLIANCE OFFICER/DIRECTOR OF FINANCE | 05/2020 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 30th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| 3M CO | COM | 250K | 2K | – |
| ABBOTT LABS | COM | 3M | 31K | – |
| ABBVIE INC | COM | 3M | 20K | – |
| ACCENTURE PLC IRELAND | SHS CLASS A | 5M | 16K | – |
| ADOBE INC | COM | 862K | 2K | – |
| ADVANCED MICRO DEVICES INC | COM | 840K | 5K | – |
| AEROVIRONMENT INC | COM | 2M | 13K | – |
| AFLAC INC | COM | 326K | 4K | – |
| AIR PRODS & CHEMS INC | COM | 1M | 5K | – |
| AIRBNB INC | COM CL A | 236K | 2K | – |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 798K | 11K | – |
| ALPHABET INC | CAP STK CL A | 13M | 69K | – |
| ALPHABET INC | CAP STK CL C | 7M | 42K | – |
| ALTRIA GROUP INC | COM | 510K | 11K | – |
| AMAZON COM INC | COM | 13M | 68K | – |
| AMERICAN ELEC PWR CO INC | COM | 627K | 7K | – |
| AMERICAN EXPRESS CO | COM | 1M | 5K | – |
| AMERICAN TOWER CORP NEW | COM | 359K | 2K | – |
| AMERIPRISE FINL INC | COM | 744K | 2K | – |
| AMETEK INC | COM | 243K | 1K | – |
| AMGEN INC | COM | 3M | 9K | – |
| AMPHENOL CORP NEW | CL A | 3M | 50K | – |
| AMYLYX PHARMACEUTICALS INC | COM | 95K | 50K | – |
| ANALOG DEVICES INC | COM | 541K | 2K | – |
| ANSYS INC | COM | 611K | 2K | – |
| APPLE INC | COM | 31M | 147K | – |
| APPLIED MATLS INC | COM | 526K | 2K | – |
| APPLOVIN CORP | COM CL A | 689K | 8K | – |
| ARISTA NETWORKS INC | COM | 313K | 894 | – |
| ASPEN TECHNOLOGY INC | COM | 477K | 2K | – |
| AT&T INC | COM | 460K | 24K | – |
| AURINIA PHARMACEUTICALS INC | COM | 243K | 43K | – |
| AUTOMATIC DATA PROCESSING IN | COM | 3M | 11K | – |
| AVERY DENNISON CORP | COM | 253K | 1K | – |
| AZENTA INC | COM | 288K | 5K | – |
| BALL CORP | COM | 848K | 14K | – |
| BANK AMERICA CORP | COM | 2M | 48K | – |
| BENTLEY SYS INC | COM CL B | 10M | 193K | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 5M | 13K | – |
| BIO-TECHNE CORP | COM | 951K | 13K | – |
| BLACKBAUD INC | COM | 627K | 8K | – |
| BLACKROCK INC | COM | 409K | 519 | – |
| BLACKSTONE INC | COM | 1M | 11K | – |
| BOEING CO | COM | 762K | 4K | – |
| BOOKING HOLDINGS INC | COM | 265K | 67 | – |
| BOOZ ALLEN HAMILTON HLDG COR | CL A | 270K | 2K | – |
| BOSTON SCIENTIFIC CORP | COM | 217K | 3K | – |
| BRISTOL-MYERS SQUIBB CO | COM | 406K | 10K | – |
| BROADCOM INC | COM | 3M | 2K | – |
| BROADRIDGE FINL SOLUTIONS IN | COM | 2M | 10K | – |
| CADENCE DESIGN SYSTEM INC | COM | 296K | 962 | – |
| CARDINAL HEALTH INC | COM | 219K | 2K | – |
| CARRIER GLOBAL CORPORATION | COM | 227K | 4K | – |
| CATERPILLAR INC | COM | 902K | 3K | – |
| CDW CORP | COM | 522K | 2K | – |
| CENCORA INC | COM | 2M | 7K | – |
| CERENCE INC | COM | 307K | 108K | – |
| CHARTER COMMUNICATIONS INC N | CL A | 318K | 1K | – |
| CHEVRON CORP NEW | COM | 3M | 19K | – |
| CHIPOTLE MEXICAN GRILL INC | COM | 316K | 5K | – |
| CHUBB LIMITED | COM | 288K | 1K | – |
| CIMPRESS PLC | SHS EURO | 1M | 12K | – |
| CISCO SYS INC | COM | 503K | 11K | – |
| CITIGROUP INC | COM NEW | 247K | 4K | – |
| CITIZENS FINL GROUP INC | COM | 206K | 6K | – |
| CME GROUP INC | COM | 569K | 3K | – |
| CNO FINL GROUP INC | COM | 895K | 32K | – |
| COCA COLA CO | COM | 3M | 45K | – |
| COGNEX CORP | COM | 824K | 18K | – |
| COGNYTE SOFTWARE LTD | ORD SHS | 1M | 144K | – |
| COLGATE PALMOLIVE CO | COM | 239K | 2K | – |
| COMCAST CORP NEW | CL A | 1M | 29K | – |
| COMMVAULT SYS INC | COM | 1M | 12K | – |
| CONOCOPHILLIPS | COM | 316K | 3K | – |
| CONSTELLATION BRANDS INC | CL A | 703K | 3K | – |
| CONSTELLATION ENERGY CORP | COM | 307K | 2K | – |
| COPART INC | COM | 521K | 10K | – |
| CORTEVA INC | COM | 460K | 9K | – |
| COSTAR GROUP INC | COM | 956K | 13K | – |
| COSTCO WHSL CORP NEW | COM | 3M | 4K | – |
| CUMMINS INC | COM | 266K | 962 | – |
| CVS HEALTH CORP | COM | 318K | 5K | – |
| CYBERARK SOFTWARE LTD | SHS | 2M | 9K | – |
| D R HORTON INC | COM | 216K | 2K | – |
| DANAHER CORPORATION | COM | 1M | 5K | – |
| DATADOG INC | CL A COM | 344K | 3K | – |
| DEERE & CO | COM | 716K | 2K | – |
| DEXCOM INC | COM | 1M | 10K | – |
| DIGITAL RLTY TR INC | COM | 770K | 5K | – |
| DISCOVER FINL SVCS | COM | 250K | 2K | – |
| DISNEY WALT CO | COM | 3M | 30K | – |
| DOLLAR GEN CORP NEW | COM | 1M | 8K | – |
| DUKE ENERGY CORP NEW | COM NEW | 702K | 7K | – |
| DUPONT DE NEMOURS INC | COM | 303K | 4K | – |
| EATON CORP PLC | SHS | 686K | 2K | – |
| ELEVANCE HEALTH INC | COM | 646K | 1K | – |
| ELI LILLY & CO | COM | 6M | 7K | – |
| EMERSON ELEC CO | COM | 1M | 10K | – |
| ENERGY TRANSFER L P | COM UT LTD PTN | 1M | 77K | – |
| ENOVA INTL INC | COM | 265K | 4K | – |
| ENTERPRISE PRODS PARTNERS L | COM | 3M | 93K | – |
| EQUIFAX INC | COM | 4M | 15K | – |
| EQUINIX INC | COM | 789K | 1K | – |
| EVOLV TECHNOLOGIES HLDNGS IN | COM CL A | 27K | 11K | – |
| EXXON MOBIL CORP | COM | 3M | 30K | – |
| FACTSET RESH SYS INC | COM | 970K | 2K | – |
| FERGUSON PLC NEW | SHS | 312K | 2K | – |
| FISERV INC | COM | 1M | 7K | – |
| FORD MTR CO DEL | COM | 203K | 16K | – |
| FORTINET INC | COM | 1M | 23K | – |
| FULTON FINL CORP PA | COM | 5M | 281K | – |
| GE AEROSPACE | COM NEW | 890K | 6K | – |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 233K | 3K | – |
| GE VERNOVA INC | COM | 212K | 1K | – |
| GENERAL MTRS CO | COM | 348K | 7K | – |
| GENTEX CORP | COM | 803K | 24K | – |
| GILDAN ACTIVEWEAR INC | COM | 658K | 17K | – |
| GLOBAL PMTS INC | COM | 624K | 6K | – |
| GLOBAL X FDS | GLOBAL X URANIUM | 577K | 20K | – |
| GOLDMAN SACHS ETF TR | ACTIVEBETA INT | 795K | 24K | – |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 2M | 18K | – |
| GOLDMAN SACHS ETF TR | ACCESS INVT GR | 378K | 8K | – |
| GOLDMAN SACHS ETF TR | ACCESS US AGRAT | 914K | 22K | – |
| GOLDMAN SACHS GROUP INC | COM | 902K | 2K | – |
| GOLUB CAP BDC INC | COM | 222K | 14K | – |
| GRAINGER W W INC | COM | 2M | 3K | – |
| GUIDEWIRE SOFTWARE INC | COM | 1M | 8K | – |
| HENRY JACK & ASSOC INC | COM | 832K | 5K | – |
| HERSHEY CO | COM | 317K | 2K | – |
| HESS CORP | COM | 256K | 2K | – |
| HIMS & HERS HEALTH INC | COM CL A | 731K | 36K | – |
| HOME DEPOT INC | COM | 4M | 12K | – |
| HONEYWELL INTL INC | COM | 1M | 5K | – |
| HUBSPOT INC | COM | 734K | 1K | – |
| HUNTINGTON BANCSHARES INC | COM | 397K | 30K | – |
| IDEXX LABS INC | COM | 1M | 3K | – |
| IMMUNITYBIO INC | COM | 79K | 13K | – |
| INTEL CORP | COM | 310K | 10K | – |
| INTERNATIONAL BUSINESS MACHS | COM | 673K | 4K | – |
| INTUIT | COM | 4M | 6K | – |
| INTUITIVE SURGICAL INC | COM NEW | 396K | 891 | – |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 953K | 15K | – |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 301K | 2K | – |
| INVESCO QQQ TR | UNIT SER 1 | 6M | 12K | – |
| INVESCO SR INCOME TR | COM | 45K | 10K | – |
| ISHARES INC | MSCI EURZONE ETF | 488K | 10K | – |
| ISHARES TR | U.S. BAS MTL ETF | 298K | 2K | – |
| ISHARES TR | CORE S&P500 ETF | 23M | 42K | – |
| ISHARES TR | CORE S&P MCP ETF | 1M | 20K | – |
| ISHARES TR | CORE S&P SCP ETF | 18M | 169K | – |
| ISHARES TR | CORE S&P TTL STK | 1M | 11K | – |
| ISHARES TR | EXPND TEC SC ETF | 311K | 3K | – |
| ISHARES TR | GLOBAL ENERG ETF | 264K | 6K | – |
| ISHARES TR | GLOBAL TECH ETF | 224K | 3K | – |
| ISHARES TR | MSCI ACWI EX US | 215K | 4K | – |
| ISHARES TR | MSCI EAFE ETF | 229K | 3K | – |
| ISHARES TR | NATIONAL MUN ETF | 243K | 2K | – |
| ISHARES TR | RUS 1000 ETF | 26M | 88K | – |
| ISHARES TR | RUS 1000 GRW ETF | 4M | 12K | – |
| ISHARES TR | RUS 1000 VAL ETF | 741K | 4K | – |
| ISHARES TR | RUSSELL 2000 ETF | 2M | 8K | – |
| ISHARES TR | RUSSELL 3000 ETF | 216K | 699 | – |
| ISHARES TR | RUS MID CAP ETF | 19M | 233K | – |
| ISHARES TR | RUS MD CP GR ETF | 442K | 4K | – |
| ISHARES TR | RUS MDCP VAL ETF | 203K | 2K | – |
| ISHARES TR | S&P 100 ETF | 9M | 34K | – |
| ISHARES TR | S&P 500 GRWT ETF | 1M | 16K | – |
| ISHARES TR | S&P 500 VAL ETF | 1M | 6K | – |
| ISHARES TR | SELECT DIVID ETF | 233K | 2K | – |
| JOHNSON & JOHNSON | COM | 9M | 59K | – |
| JPMORGAN CHASE & CO. | COM | 5M | 24K | – |
| KEURIG DR PEPPER INC | COM | 532K | 16K | – |
| KIMBERLY-CLARK CORP | COM | 555K | 4K | – |
| KKR & CO INC | COM | 385K | 4K | – |
| KLA CORP | COM NEW | 3M | 3K | – |
| KORNIT DIGITAL LTD | SHS | 375K | 26K | – |
| KRATOS DEFENSE & SEC SOLUTIO | COM NEW | 289K | 14K | – |
| LAM RESEARCH CORP | COM | 749K | 702 | – |
| LENNAR CORP | CL A | 281K | 2K | – |
| LINDE PLC | SHS | 556K | 1K | – |
| LIVERAMP HLDGS INC | COM | 671K | 22K | – |
| LOCKHEED MARTIN CORP | COM | 322K | 690 | – |
| LOWES COS INC | COM | 2M | 8K | – |
| M & T BK CORP | COM | 236K | 2K | – |
| MANHATTAN ASSOCIATES INC | COM | 2M | 7K | – |
| MARATHON PETE CORP | COM | 215K | 1K | – |
| MARRIOTT INTL INC NEW | CL A | 262K | 1K | – |
| MARSH & MCLENNAN COS INC | COM | 6M | 28K | – |
| MARVELL TECHNOLOGY INC | COM | 225K | 3K | – |
| MASTEC INC | COM | 106M | 994K | – |
| MASTERCARD INCORPORATED | CL A | 4M | 9K | – |
| MCDONALDS CORP | COM | 5M | 18K | – |
| MEDPACE HLDGS INC | COM | 2M | 5K | – |
| MEDTRONIC PLC | SHS | 1M | 13K | – |
| MERCADOLIBRE INC | COM | 3M | 2K | – |
| MERCK & CO INC | COM | 3M | 21K | – |
| META PLATFORMS INC | CL A | 17M | 34K | – |
| METLIFE INC | COM | 225K | 3K | – |
| MICROCHIP TECHNOLOGY INC. | COM | 2M | 21K | – |
| MICRON TECHNOLOGY INC | COM | 686K | 5K | – |
| MICROSOFT CORP | COM | 24M | 53K | – |
| MONDELEZ INTL INC | CL A | 1M | 19K | – |
| MOODYS CORP | COM | 760K | 2K | – |
| MORGAN STANLEY | COM NEW | 481K | 5K | – |
| MORNINGSTAR INC | COM | 895K | 3K | – |
| MPLX LP | COM UNIT REP LTD | 251K | 6K | – |
| MSCI INC | COM | 520K | 1K | – |
| NASDAQ INC | COM | 282K | 5K | – |
| NEOGEN CORP | COM | 435K | 28K | – |
| NETFLIX INC | COM | 2M | 3K | – |
| NEW JERSEY RES CORP | COM | 772K | 18K | – |
| NEXTERA ENERGY INC | COM | 776K | 11K | – |
| NICE LTD | SPONSORED ADR | 1M | 7K | – |
| NIKE INC | CL B | 2M | 30K | – |
| NORFOLK SOUTHN CORP | COM | 1M | 5K | – |
| NOVO-NORDISK A S | ADR | 1M | 8K | – |
| NUCOR CORP | COM | 292K | 2K | – |
| NVIDIA CORPORATION | COM | 12M | 94K | – |
| ORACLE CORP | COM | 1M | 10K | – |
| OREILLY AUTOMOTIVE INC | COM | 252K | 239 | – |
| ORIGIN AGRITECH LIMITED | SHS NEW | 199K | 42K | – |
| PALO ALTO NETWORKS INC | COM | 556K | 2K | – |
| PARKER-HANNIFIN CORP | COM | 212K | 419 | – |
| PAYCOM SOFTWARE INC | COM | 401K | 3K | – |
| PEPSICO INC | COM | 5M | 29K | – |
| PETMED EXPRESS INC | COM | 96K | 24K | – |
| PFIZER INC | COM | 1M | 51K | – |
| PHILIP MORRIS INTL INC | COM | 3M | 25K | – |
| PHREESIA INC | COM | 615K | 29K | – |
| PINTEREST INC | CL A | 337K | 8K | – |
| PNC FINL SVCS GROUP INC | COM | 2M | 10K | – |
| PPL CORP | COM | 253K | 9K | – |
| PROCTER AND GAMBLE CO | COM | 4M | 23K | – |
| PROGRESSIVE CORP | COM | 361K | 2K | – |
| PROLOGIS INC. | COM | 221K | 2K | – |
| PROVIDENT FINL SVCS INC | COM | 741K | 52K | – |
| PRUDENTIAL FINL INC | COM | 263K | 2K | – |
| PUBLIC SVC ENTERPRISE GRP IN | COM | 412K | 6K | – |
| PURECYCLE TECHNOLOGIES INC | COM | 304K | 51K | – |
| QUALCOMM INC | COM | 2M | 9K | – |
| QUALYS INC | COM | 1M | 8K | – |
| RAYMOND JAMES FINL INC | COM | 212K | 2K | – |
| RBC BEARINGS INC | COM | 1M | 5K | – |
| REGENERON PHARMACEUTICALS | COM | 240K | 228 | – |
| REINSURANCE GRP OF AMERICA I | COM NEW | 753K | 4K | – |
| REPLIGEN CORP | COM | 723K | 6K | – |
| RESMED INC | COM | 982K | 5K | – |
| ROBLOX CORP | CL A | 3M | 93K | – |
| ROPER TECHNOLOGIES INC | COM | 227K | 402 | – |
| ROSS STORES INC | COM | 1M | 10K | – |
| RTX CORPORATION | COM | 516K | 5K | – |
| S & T BANCORP INC | COM | 484K | 15K | – |
| S&P GLOBAL INC | COM | 314K | 704 | – |
| SALESFORCE INC | COM | 1M | 4K | – |
| SANGOMA TECHNOLOGIES CORP | COM NEW | 49K | 10K | – |
| SCHWAB CHARLES CORP | COM | 515K | 7K | – |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 2M | 27K | – |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 2M | 29K | – |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 12M | 52K | – |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 1M | 9K | – |
| SERVICE CORP INTL | COM | 740K | 10K | – |
| SERVICENOW INC | COM | 3M | 3K | – |
| SHELL PLC | SPON ADS | 514K | 7K | – |
| SHERWIN WILLIAMS CO | COM | 1M | 4K | – |
| SIBANYE STILLWATER LTD | SPONSORED ADR | 44K | 10K | – |
| SIMON PPTY GROUP INC NEW | COM | 213K | 1K | – |
| SOUTHERN CO | COM | 480K | 6K | – |
| SPDR GOLD TR | GOLD SHS | 2M | 12K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 20M | 37K | – |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 9M | 17K | – |
| SPDR SER TR | S&P DIVID ETF | 3M | 25K | – |
| SPDR SER TR | PORTFOLIO S&P600 | 342K | 8K | – |
| SPOTIFY TECHNOLOGY S A | SHS | 815K | 3K | – |
| SPS COMM INC | COM | 549K | 3K | – |
| STAAR SURGICAL CO | COM PAR $0.01 | 799K | 17K | – |
| STARBUCKS CORP | COM | 2M | 26K | – |
| STATE STR CORP | COM | 812K | 11K | – |
| STRYKER CORPORATION | COM | 4M | 11K | – |
| SYNOPSYS INC | COM | 1M | 2K | – |
| SYSCO CORP | COM | 1M | 17K | – |
| T-MOBILE US INC | COM | 312K | 2K | – |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 2M | 9K | – |
| TARGET CORP | COM | 213K | 1K | – |
| TESLA INC | COM | 3M | 14K | – |
| TESLA INC | COM | 119K | 600 | – |
| TEXAS INSTRS INC | COM | 3M | 15K | – |
| THE CIGNA GROUP | COM | 220K | 666 | – |
| THERMO FISHER SCIENTIFIC INC | COM | 2M | 3K | – |
| TJX COS INC NEW | COM | 555K | 5K | – |
| TOAST INC | CL A | 674K | 26K | – |
| TOYOTA MOTOR CORP | ADS | 229K | 1K | – |
| TRADEWEB MKTS INC | CL A | 680K | 6K | – |
| TRANSDIGM GROUP INC | COM | 243K | 190 | – |
| UBER TECHNOLOGIES INC | COM | 8M | 115K | – |
| UNION PAC CORP | COM | 564K | 2K | – |
| UNITED PARCEL SERVICE INC | CL B | 2M | 12K | – |
| UNITEDHEALTH GROUP INC | COM | 6M | 12K | – |
| US BANCORP DEL | COM NEW | 1M | 31K | – |
| V F CORP | COM | 252K | 19K | – |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 456K | 6K | – |
| VANGUARD INDEX FDS | LARGE CAP ETF | 2M | 9K | – |
| VANGUARD INDEX FDS | SMALL CP ETF | 983K | 4K | – |
| VANGUARD INDEX FDS | VALUE ETF | 337K | 2K | – |
| VANGUARD INDEX FDS | MID CAP ETF | 3M | 14K | – |
| VANGUARD INDEX FDS | GROWTH ETF | 931K | 2K | – |
| VANGUARD INDEX FDS | TOTAL STK MKT | 406K | 2K | – |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 10M | 21K | – |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 379K | 6K | – |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 341K | 2K | – |
| VANGUARD STAR FDS | VG TL INTL STK F | 3M | 52K | – |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 3M | 26K | – |
| VANGUARD WORLD FD | INF TECH ETF | 1M | 2K | – |
| VANGUARD WORLD FD | FINANCIALS ETF | 201K | 2K | – |
| VEEVA SYS INC | CL A COM | 675K | 4K | – |
| VERISK ANALYTICS INC | COM | 2M | 7K | – |
| VERIZON COMMUNICATIONS INC | COM | 788K | 19K | – |
| VERTEX INC | CL A | 78M | 2M | – |
| VERTEX PHARMACEUTICALS INC | COM | 257K | 549 | – |
| VISA INC | COM CL A | 3M | 10K | – |
| WALMART INC | COM | 2M | 25K | – |
| WARNER BROS DISCOVERY INC | COM SER A | 105K | 14K | – |
| WASTE MGMT INC DEL | COM | 2M | 11K | – |
| WELLS FARGO CO NEW | COM | 728K | 12K | – |
| WEX INC | COM | 212K | 1K | – |
| WILLIAMS COS INC | COM | 2M | 40K | – |
| WORKDAY INC | CL A | 344K | 2K | – |
| ZOETIS INC | CL A | 3M | 15K | – |
| ZSCALER INC | COM | 502K | 3K | – |