Legacy Advisors

Latest statistics and disclosures from Legacy Advisors's latest quarterly 13F-HR filing:

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Positions held by Legacy Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Legacy Advisors

Companies in the Legacy Advisors portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr S&p 100 Etf (OEF) 20.2 $46M +14% 254k 179.83
Purecycle Technologies (PCT) 12.0 $27M NEW 1.1M 25.50
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 5.3 $12M +16% 68k 178.26
Spdr S&p 500 Etf Tr Tr Unit (SPY) 4.1 $9.2M 23k 396.34
Uber Technologies (UBER) 3.5 $7.9M 146k 54.51
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 3.5 $7.9M 17k 476.08
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.1 $7.0M +59% 19k 364.31
Apple (AAPL) 3.0 $6.7M +6% 55k 122.16
Fulton Financial (FULT) 2.1 $4.8M 281k 17.03
Facebook Cl A (FB) 2.1 $4.7M 16k 294.54
Microsoft Corporation (MSFT) 1.7 $3.9M 17k 235.76
Alibaba Group Hldg Sponsored Ads (BABA) 1.6 $3.5M 16k 226.75
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.5 $3.4M +11% 11k 319.10
Amazon (AMZN) 1.4 $3.3M 1.1k 3094.11
Ishares Tr Rus 1000 Etf (IWB) 1.4 $3.2M -3% 14k 223.85
Johnson & Johnson (JNJ) 1.4 $3.1M +2% 19k 164.36
MercadoLibre (MELI) 1.3 $2.9M 2.0k 1472.00
Essential Utils (WTRG) 1.3 $2.9M 64k 44.76
Select Sector Spdr Tr Technology (XLK) 1.2 $2.7M 20k 132.83
Walt Disney Company (DIS) 1.1 $2.6M 14k 184.49
Alphabet Cap Stk Cl A (GOOGL) 0.9 $2.0M 969.00 2062.95
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.9 $1.9M 28k 68.30
Bank of America Corporation (BAC) 0.8 $1.9M 50k 38.69
Ishares Tr Rus 1000 Grw Etf (IWF) 0.8 $1.9M 7.7k 243.06
Boeing Company (BA) 0.7 $1.6M +7% 6.5k 254.68
Spdr Gold Tr Gold Shs (GLD) 0.7 $1.6M 9.8k 159.96
Servicenow (NOW) 0.7 $1.5M 3.1k 500.00
Alphabet Cap Stk Cl C (GOOG) 0.7 $1.5M +4% 726.00 2068.87
V.F. Corporation (VFC) 0.6 $1.4M 18k 79.94
Equifax (EFX) 0.6 $1.4M 7.8k 181.13
Ishares Tr Core S&p500 Etf (IVV) 0.6 $1.3M 3.2k 397.78
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $1.3M 6.1k 206.74
United Parcel Service CL B (UPS) 0.5 $1.1M 6.6k 170.05
Phreesia (PHR) 0.5 $1.1M 21k 52.10
Reinsurance Grp Of America I Com New (RGA) 0.5 $1.1M 8.6k 126.06
Lakeland Ban (LBAI) 0.5 $1.1M 62k 17.43
CNO Financial (CNO) 0.5 $1.0M 43k 24.28
Comcast Corp Cl A (CMCSA) 0.5 $1.0M 19k 54.13
Axis Cap Hldgs SHS (AXS) 0.4 $991k 20k 49.55
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.4 $982k +54% 12k 79.16
Docusign (DOCU) 0.4 $965k 4.8k 202.52
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.4 $949k 8.1k 116.77
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $917k +3% 4.1k 221.28
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.4 $807k 2.4k 330.06
Enterprise Products Partners (EPD) 0.3 $788k 36k 22.01
New Jersey Resources Corporation (NJR) 0.3 $769k 19k 39.87
Charter Communications Inc N Cl A (CHTR) 0.3 $744k 1.2k 617.43
Pinterest Cl A (PINS) 0.3 $738k 10k 74.02
Amgen (AMGN) 0.3 $731k -8% 2.9k 248.72
Spotify Technology S A SHS (SPOT) 0.3 $695k 2.6k 267.93
Gildan Activewear Inc Com Cad (GIL) 0.3 $653k 21k 30.65
PNC Financial Services (PNC) 0.3 $650k NEW 3.7k 175.30
American Express Company (AXP) 0.3 $650k +27% 4.6k 141.43
Hubspot (HUBS) 0.3 $625k 1.4k 454.22
Exxon Mobil Corporation (XOM) 0.3 $619k +5% 11k 55.80
Digital Realty Trust (DLR) 0.3 $612k 4.3k 140.75
Qts Rlty Tr Com Cl A (QTS) 0.3 $590k 9.5k 62.01
Equinix (EQIX) 0.3 $588k 865.00 679.77
Independent Bank (IBTX) 0.3 $580k 8.0k 72.27
Dropbox Cl A (DBX) 0.2 $533k 20k 26.65
Zimmer Holdings (ZBH) 0.2 $528k 3.3k 160.19
Cyrusone (CONE) 0.2 $523k 7.7k 67.68
JPMorgan Chase & Co. (JPM) 0.2 $502k +36% 3.3k 152.21
General Motors Company (GM) 0.2 $489k 8.5k 57.48
S&T Ban (STBA) 0.2 $486k 15k 33.51
Starbucks Corporation (SBUX) 0.2 $477k 4.4k 109.33
Ford Motor Company (F) 0.2 $459k 38k 12.25
FedEx Corporation (FDX) 0.2 $447k 1.6k 283.99
Zscaler Incorporated (ZS) 0.2 $446k 2.6k 171.54
Merck & Co (MRK) 0.2 $445k 5.8k 77.18
W.W. Grainger (GWW) 0.2 $441k 1.1k 400.91
Ishares Tr U.s. Fin Svc Etf (IYG) 0.2 $437k 2.6k 171.37
General Electric Company (GE) 0.2 $429k +9% 33k 13.14
Rapid7 (RPD) 0.2 $421k 5.6k 74.67
Talend S A Ads (TLND) 0.2 $417k +7% 6.5k 63.70
Vipshop Holdings Sponsored Ads A (VIPS) 0.2 $408k 14k 29.84
Verizon Communications (VZ) 0.2 $396k +6% 6.8k 58.16
Jd.com Spon Adr Cl A (JD) 0.2 $395k 4.7k 84.37
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $392k -8% 5.3k 74.00
Bristol Myers Squibb (BMY) 0.2 $376k 6.0k 63.07
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.2 $368k +50% 11k 33.01
Reed's (REED) 0.2 $351k 300k 1.17
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $348k 6.7k 51.98
Tesla Motors (TSLA) 0.2 $347k 520.00 667.31
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $333k 2.2k 151.36
Pfizer (PFE) 0.1 $327k +8% 9.0k 36.20
Goldman Sachs Etf Tr Access Invt Gr (GIGB) 0.1 $319k NEW 6.0k 53.41
Stonemor (STON) 0.1 $304k 161k 1.89
Chevron Corporation (CVX) 0.1 $295k 2.8k 104.80
CVS Caremark Corporation (CVS) 0.1 $286k 3.8k 75.26
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $283k 37k 7.67
Public Service Enterprise (PEG) 0.1 $281k +30% 4.7k 60.16
Corteva (CTVA) 0.1 $280k 6.0k 46.58
Union Pacific Corporation (UNP) 0.1 $279k NEW 1.3k 220.38
Ishares Tr Russell 2000 Etf (IWM) 0.1 $274k -12% 1.2k 220.79
Philip Morris International (PM) 0.1 $273k +23% 3.1k 88.72
Sailpoint Technlgies Hldgs I (SAIL) 0.1 $270k 5.3k 50.62
Pepsi (PEP) 0.1 $269k 1.9k 141.58
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $265k 738.00 359.08
Kinder Morgan (KMI) 0.1 $251k 15k 16.67
Ishares Tr U.s. Bas Mtl Etf (IYM) 0.1 $251k 2.0k 125.50
McDonald's Corporation (MCD) 0.1 $241k -65% 1.1k 223.77
American Tower Reit (AMT) 0.1 $239k 1.0k 239.00
Procter & Gamble Company (PG) 0.1 $237k 1.8k 135.43
Coca-Cola Company (KO) 0.1 $236k 4.5k 52.78
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $236k NEW 2.3k 102.25
PPL Corporation (PPL) 0.1 $231k 8.0k 28.88
Ishares Tr National Mun Etf (MUB) 0.1 $227k NEW 2.0k 115.82
UnitedHealth (UNH) 0.1 $225k 606.00 371.29
Harmony Gold Mining Sponsored Adr (HMY) 0.1 $218k 50k 4.36
Datadog Cl A Com (DDOG) 0.1 $217k 2.6k 83.46
Abbvie (ABBV) 0.1 $212k NEW 2.0k 108.27
Alaska Air (ALK) 0.1 $211k NEW 3.0k 69.36
Shopify Cl A (SHOP) 0.1 $210k 190.00 1105.26
At&t (T) 0.1 $209k NEW 6.9k 30.27
Vanguard Index Fds Value Etf (VTV) 0.1 $207k NEW 1.6k 131.43
Abbott Laboratories (ABT) 0.1 $207k NEW 1.7k 119.72
Progressive Corporation (PGR) 0.1 $205k NEW 2.1k 95.79
Goldman Sachs Etf Tr Access Us Agrat (GCOR) 0.1 $205k NEW 4.3k 48.19
SEI Investments Company (SEIC) 0.1 $204k NEW 3.4k 60.82
3M Company (MMM) 0.1 $200k NEW 1.0k 192.68
Xcel Brands Com New (XELB) 0.1 $121k 61k 1.99

Past Filings by Legacy Advisors

SEC 13F filings are viewable for Legacy Advisors going back to 2017

View all past filings