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Entity | Shares/Amount Change | Position Value Change |
VTI |
+14,322 | +$3,722 | IBM |
+3,366 | +$643 | NICE |
+1,000 | +$261 | SNOW |
+1,500 | +$242 | TRV |
+1,000 | +$230 | LOW |
+898 | +$229 | FROG |
+5,000 | +$221 | OKTA |
+2,000 | +$209 |
Entity | Shares/Amount Change | Position Value Change |
FTNT |
-9,025 | -$528 | TWLO |
-6,405 | -$486 | SPY |
-444 | -$211 | PGR |
-1,300 | -$207 |
Entity | Shares/Amount Change | Position Value Change |
WMT |
+5,000 | +$57 | SCHW |
+2,300 | +$387 | ON |
+2,000 | +$96 | DIS |
+1,850 | +$1,925 | PANW |
+1,000 | +$156 | ZS |
+1,000 | +$163 | AMGN |
+525 | +$143 | VRTX |
+505 | +$226 | BRK |
+500 | +$301 | AMZN |
+365 | +$888 |
Entity | Shares/Amount Change | Position Value Change |
VSEC |
-68,517 | -$1,907 | FI |
-9,790 | +$231 | INTU |
-1,170 | -$543 | MSFT |
-804 | +$384 | FNF |
-800 | +$24 | TYL |
-777 | -$255 | NVDA |
-654 | +$446 | AMAT |
-529 | +$567 | BHP |
-493 | -$141 |
Size ($ in 1000's)
At 03/31/2024: $178,796 At 12/31/2023: $166,357
Legal Advantage Investments Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Legal Advantage Investments Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, we find all stocks held by Legal Advantage Investments Inc. to be as follows, presented in the
table below with each row detailing each Legal Advantage Investments Inc. position, ordered by largest to smallest position size.
The all-stocks-held-by-Legal Advantage Investments Inc. table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Legal Advantage Investments Inc. as of the latest filing.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
VSE CORP |
163,763 |
-68,517 |
$13,101 | VSEC | 163,763 | -68,517 | $13,101 | FISERV INC |
56,737 |
-9,790 |
$9,068 | FI | 56,737 | -9,790 | $9,068 | TRANSDIGM GROUP INC |
6,476 |
-74 |
$7,976 | TDG | 6,476 | -74 | $7,976 | DISNEY WALT CO |
54,803 |
+1,850 |
$6,706 | DIS | 54,803 | +1,850 | $6,706 | MICROSOFT CORP |
15,366 |
-804 |
$6,465 | MSFT | 15,366 | -804 | $6,465 | ADOBE INC |
11,078 |
-12 |
$5,590 | ADBE | 11,078 | -12 | $5,590 | AMAZON COM INC |
29,275 |
+365 |
$5,281 | AMZN | 29,275 | +365 | $5,281 | INTUIT |
7,553 |
-1,170 |
$4,909 | INTU | 7,553 | -1,170 | $4,909 | VEEVA SYS INC |
20,840 |
-50 |
$4,828 | VEEV | 20,840 | -50 | $4,828 | THERMO FISHER SCIENTIFIC INC |
8,199 |
UNCH |
$4,765 | TMO | 8,199 | UNCH | $4,765 | SCHWAB CHARLES CORP |
64,600 |
+2,300 |
$4,673 | SCHW | 64,600 | +2,300 | $4,673 | TYLER TECHNOLOGIES INC |
10,173 |
-777 |
$4,323 | TYL | 10,173 | -777 | $4,323 | VANGUARD INDEX FDS (VTI) |
14,322 |
+14,322 |
$3,722 | VTI | 14,322 | +14,322 | $3,722 | PALO ALTO NETWORKS INC |
12,925 |
+1,000 |
$3,672 | PANW | 12,925 | +1,000 | $3,672 | BOEING CO |
18,611 |
+100 |
$3,592 | BA | 18,611 | +100 | $3,592 | ELBIT SYS LTD |
15,722 |
UNCH |
$3,305 | ESLT | 15,722 | UNCH | $3,305 | HENRY SCHEIN INC |
43,740 |
UNCH |
$3,303 | HSIC | 43,740 | UNCH | $3,303 | NORTHROP GRUMMAN CORP |
6,721 |
UNCH |
$3,217 | NOC | 6,721 | UNCH | $3,217 | APPLIED MATLS INC |
14,781 |
-529 |
$3,048 | AMAT | 14,781 | -529 | $3,048 | META PLATFORMS INC |
5,666 |
-425 |
$2,751 | META | 5,666 | -425 | $2,751 | IDEXX LABS INC |
4,990 |
UNCH |
$2,694 | IDXX | 4,990 | UNCH | $2,694 | ORACLE CORP |
20,262 |
+100 |
$2,545 | ORCL | 20,262 | +100 | $2,545 | SS&C TECHNOLOGIES HLDGS INC |
35,562 |
UNCH |
$2,289 | SSNC | 35,562 | UNCH | $2,289 | RTX CORPORATION |
21,589 |
-27 |
$2,106 | RTX | 21,589 | -27 | $2,106 | ULTA BEAUTY INC |
3,985 |
-22 |
$2,084 | ULTA | 3,985 | -22 | $2,084 | NETFLIX INC |
3,427 |
UNCH |
$2,081 | NFLX | 3,427 | UNCH | $2,081 | MERCADOLIBRE INC |
1,351 |
+200 |
$2,043 | MELI | 1,351 | +200 | $2,043 | SPDR SER TR (XBI) |
21,515 |
-375 |
$2,042 | XBI | 21,515 | -375 | $2,042 | MOOG INC |
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$2,026 | MOG.A | 12,690 | UNCH | $2,026 | APPLE INC |
11,537 |
UNCH |
$1,978 | AAPL | 11,537 | UNCH | $1,978 | SHOPIFY INC |
24,510 |
UNCH |
$1,891 | SHOP | 24,510 | UNCH | $1,891 | ASML HOLDING N V |
1,827 |
UNCH |
$1,773 | ASML | 1,827 | UNCH | $1,773 | BLOCK INC |
20,610 |
UNCH |
$1,743 | SQ | 20,610 | UNCH | $1,743 | NVIDIA CORPORATION |
1,886 |
-654 |
$1,704 | NVDA | 1,886 | -654 | $1,704 | SALESFORCE INC |
5,571 |
UNCH |
$1,678 | CRM | 5,571 | UNCH | $1,678 | FIDELITY NATIONAL FINANCIAL |
31,380 |
-800 |
$1,666 | FNF | 31,380 | -800 | $1,666 | SHOCKWAVE MED INC |
4,995 |
UNCH |
$1,627 | SWAV | 4,995 | UNCH | $1,627 | LOCKHEED MARTIN CORP |
3,470 |
-56 |
$1,578 | LMT | 3,470 | -56 | $1,578 | ANALOG DEVICES INC |
7,328 |
UNCH |
$1,449 | ADI | 7,328 | UNCH | $1,449 | COMCAST CORP NEW |
30,698 |
UNCH |
$1,331 | CMCSA | 30,698 | UNCH | $1,331 | ZIMMER BIOMET HOLDINGS INC |
9,739 |
UNCH |
$1,285 | ZBH | 9,739 | UNCH | $1,285 | ALPHABET INC |
8,000 |
UNCH |
$1,218 | GOOG | 8,000 | UNCH | $1,218 | TRANE TECHNOLOGIES PLC |
3,998 |
-100 |
$1,200 | TT | 3,998 | -100 | $1,200 | L3HARRIS TECHNOLOGIES INC |
5,517 |
-165 |
$1,176 | LHX | 5,517 | -165 | $1,176 | MASTERCARD INCORPORATED |
2,400 |
UNCH |
$1,156 | MA | 2,400 | UNCH | $1,156 | ZOETIS INC |
6,825 |
UNCH |
$1,155 | ZTS | 6,825 | UNCH | $1,155 | JPMORGAN CHASE & CO |
5,703 |
UNCH |
$1,142 | JPM | 5,703 | UNCH | $1,142 | SPROUT SOCIAL INC |
18,975 |
UNCH |
$1,133 | SPT | 18,975 | UNCH | $1,133 | TAIWAN SEMICONDUCTOR MFG LTD |
7,610 |
UNCH |
$1,035 | TSM | 7,610 | UNCH | $1,035 | BIO TECHNE CORP |
13,235 |
-100 |
$932 | TECH | 13,235 | -100 | $932 | VISA INC |
3,250 |
-100 |
$907 | V | 3,250 | -100 | $907 | BERKSHIRE HATHAWAY INC DEL |
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$844 | BRK.A | 1 | UNCH | $634 | BRK.B | 500 | +500 | $210 | VERTEX PHARMACEUTICALS INC |
1,830 |
+505 |
$765 | VRTX | 1,830 | +505 | $765 | GENERAL DYNAMICS CORP |
2,600 |
UNCH |
$734 | GD | 2,600 | UNCH | $734 | FEDEX CORP |
2,530 |
UNCH |
$733 | FDX | 2,530 | UNCH | $733 | AIRBNB INC |
4,283 |
-17 |
$706 | ABNB | 4,283 | -17 | $706 | KLA CORP |
1,000 |
UNCH |
$699 | KLAC | 1,000 | UNCH | $699 | INMODE LTD |
31,020 |
UNCH |
$670 | INMD | 31,020 | UNCH | $670 | MCKESSON CORP |
1,231 |
UNCH |
$661 | MCK | 1,231 | UNCH | $661 | PTC INC |
3,500 |
UNCH |
$661 | PTC | 3,500 | UNCH | $661 | AMERICAN EXPRESS CO |
2,900 |
-100 |
$660 | AXP | 2,900 | -100 | $660 | SEMLER SCIENTIFIC INC |
22,219 |
UNCH |
$649 | SMLR | 22,219 | UNCH | $649 | INTERNATIONAL BUSINESS MACHS |
3,366 |
+3,366 |
$643 | IBM | 3,366 | +3,366 | $643 | FIDELITY NATL INFORMATION SV |
8,400 |
UNCH |
$623 | FIS | 8,400 | UNCH | $623 | ALPHABET INC |
4,100 |
UNCH |
$619 | GOOGL | 4,100 | UNCH | $619 | WILLIS TOWERS WATSON PLC LTD |
2,215 |
UNCH |
$609 | WTW | 2,215 | UNCH | $609 | AMGEN INC |
2,125 |
+525 |
$604 | AMGN | 2,125 | +525 | $604 | ILLUMINA INC |
4,305 |
UNCH |
$591 | ILMN | 4,305 | UNCH | $591 | BHP GROUP LTD |
10,118 |
-493 |
$584 | BHP | 10,118 | -493 | $584 | CHEGG INC |
73,000 |
UNCH |
$553 | CHGG | 73,000 | UNCH | $553 | CYBERARK SOFTWARE LTD |
2,000 |
UNCH |
$531 | CYBR | 2,000 | UNCH | $531 | ON SEMICONDUCTOR CORP |
7,200 |
+2,000 |
$530 | ON | 7,200 | +2,000 | $530 | MERCK & CO INC |
4,000 |
UNCH |
$528 | MRK | 4,000 | UNCH | $528 | D R HORTON INC |
3,075 |
UNCH |
$506 | DHI | 3,075 | UNCH | $506 | LAM RESEARCH CORP |
500 |
UNCH |
$486 | LRCX | 500 | UNCH | $486 | CROWDSTRIKE HLDGS INC |
1,470 |
UNCH |
$471 | CRWD | 1,470 | UNCH | $471 | SCHRODINGER INC |
17,105 |
UNCH |
$462 | SDGR | 17,105 | UNCH | $462 | CHUBB LIMITED |
1,750 |
UNCH |
$453 | CB | 1,750 | UNCH | $453 | WALMART INC |
7,500 |
+5,000 |
$451 | WMT | 7,500 | +5,000 | $451 | ALIBABA GROUP HLDG LTD |
5,450 |
-50 |
$394 | BABA | 5,450 | -50 | $394 | ZSCALER INC |
2,000 |
+1,000 |
$385 | ZS | 2,000 | +1,000 | $385 | PULTE GROUP INC |
3,020 |
UNCH |
$364 | PHM | 3,020 | UNCH | $364 | RIO TINTO PLC |
5,700 |
UNCH |
$363 | RIO | 5,700 | UNCH | $363 | INSPERITY INC |
3,250 |
-150 |
$356 | NSP | 3,250 | -150 | $356 | EBAY INC. |
6,650 |
UNCH |
$351 | EBAY | 6,650 | UNCH | $351 | AFLAC INC |
3,800 |
UNCH |
$326 | AFL | 3,800 | UNCH | $326 | DOCUSIGN INC |
4,965 |
-50 |
$296 | DOCU | 4,965 | -50 | $296 | ASTRAZENECA PLC |
4,350 |
UNCH |
$295 | AZN | 4,350 | UNCH | $295 | FIVERR INTL LTD |
14,000 |
UNCH |
$295 | FVRR | 14,000 | UNCH | $295 | MODEL N INC |
10,100 |
UNCH |
$288 | MODN | 10,100 | UNCH | $288 | GE HEALTHCARE TECHNOLOGIES I |
3,030 |
+30 |
$275 | GEHC | 3,030 | +30 | $275 | JOHNSON & JOHNSON |
1,673 |
UNCH |
$265 | JNJ | 1,673 | UNCH | $265 | NICE LTD |
1,000 |
+1,000 |
$261 | NICE | 1,000 | +1,000 | $261 | CENTURY CMNTYS INC |
2,650 |
UNCH |
$256 | CCS | 2,650 | UNCH | $256 | MCDONALDS CORP |
900 |
-100 |
$254 | MCD | 900 | -100 | $254 | SNOWFLAKE INC |
1,500 |
+1,500 |
$242 | SNOW | 1,500 | +1,500 | $242 | LENNAR CORP |
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$231 | LEN.B | 1,500 | UNCH | $231 | TRAVELERS COMPANIES INC |
1,000 |
+1,000 |
$230 | TRV | 1,000 | +1,000 | $230 | LOWES COS INC |
898 |
+898 |
$229 | LOW | 898 | +898 | $229 | MEDTRONIC PLC |
2,546 |
UNCH |
$222 | MDT | 2,546 | UNCH | $222 | JFROG LTD |
5,000 |
+5,000 |
$221 | FROG | 5,000 | +5,000 | $221 | OKTA INC |
2,000 |
+2,000 |
$209 | OKTA | 2,000 | +2,000 | $209 | BAIDU INC |
1,900 |
+0 |
$200 | BIDU | 1,900 | UNCH | $200 | FORTINET INC |
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$0 (exited) | FTNT | 0 | -9,025 | $0 | PROGRESSIVE CORP |
|
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$0 (exited) | PGR | 0 | -1,300 | $0 | SPDR S&P 500 ETF TR |
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$0 (exited) | SPY | 0 | -444 | $0 | TWILIO INC |
0 |
-6,405 |
$0 (exited) | TWLO | 0 | -6,405 | $0 |
See Summary: Legal Advantage Investments Inc. Top Holdings
See Details: Top 10 Stocks Held By Legal Advantage Investments Inc.
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