Legacy Advisors

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

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Positions held by Legacy Advisors, LLC 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 September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr S&p 100 Etf (OEF) 21.4 $32M +75% 208k 155.73
Spdr S&p 500 Etf Tr Tr Unit (SPY) 6.1 $9.2M 28k 334.90
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 4.7 $7.2M -4% 21k 338.80
Apple (AAPL) 4.1 $6.2M +304% 54k 115.82
Uber Technologies (UBER) 3.9 $5.9M 161k 36.48
Alibaba Group Hldg Sponsored Ads (BABA) 3.0 $4.6M 16k 293.99
Facebook Cl A (FB) 2.7 $4.1M 16k 261.90
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.5 $3.7M +3% 12k 307.69
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.4 $3.7M +2% 13k 277.87
Microsoft Corporation (MSFT) 2.4 $3.6M -4% 17k 210.30
Amazon (AMZN) 2.2 $3.3M 1.0k 3148.61
Johnson & Johnson (JNJ) 1.9 $2.8M +2% 19k 148.89
Ishares Tr Rus 1000 Etf (IWB) 1.8 $2.8M +3% 15k 187.17
Fulton Financial (FULT) 1.7 $2.6M 281k 9.33

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Essential Utils (WTRG) 1.7 $2.6M 64k 40.26
Select Sector Spdr Tr Technology (XLK) 1.7 $2.5M +6% 21k 116.71
MercadoLibre (MELI) 1.4 $2.2M 2.0k 1082.50
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 1.4 $2.1M +3% 18k 120.97
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 1.2 $1.9M 29k 64.09
Vanguard Index Fds Total Stk Mkt (VTI) 1.2 $1.8M +70% 10k 170.33
Disney Walt Com Disney (DIS) 1.2 $1.7M -24% 14k 124.10
Ishares Tr Rus 1000 Grw Etf (IWF) 1.1 $1.7M -47% 7.7k 216.86
Servicenow (NOW) 1.0 $1.5M 3.1k 485.06
Alphabet Cap Stk Cl A (GOOGL) 0.9 $1.4M -3% 969.00 1465.43
V.F. Corporation (VFC) 0.8 $1.3M -5% 18k 70.25
Equifax (EFX) 0.8 $1.2M 7.8k 156.85
Bank of America Corporation (BAC) 0.8 $1.2M 50k 24.09
United Parcel Service CL B (UPS) 0.8 $1.1M +5% 6.9k 166.62
Ishares Tr Core S&p500 Etf (IVV) 0.7 $1.1M +10% 3.3k 336.20
Docusign (DOCU) 0.7 $1.0M 4.8k 215.32
Alphabet Cap Stk Cl C (GOOG) 0.7 $1.0M -2% 693.00 1468.98
Boeing Company (BA) 0.7 $995k -7% 6.0k 165.25
Phreesia (PHR) 0.6 $932k 29k 32.14
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.6 $910k +7% 8.6k 105.45
Comcast Corp Cl A (CMCSA) 0.6 $889k 19k 46.27
Axis Cap Hldgs SHS (AXS) 0.6 $881k 20k 44.05
Reinsurance Grp Of America I Com New (RGA) 0.5 $822k 8.6k 95.24
Amgen (AMGN) 0.5 $813k 3.2k 254.22
Spdr Gold Tr Gold Shs (GLD) 0.5 $753k 4.3k 177.18
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.5 $726k +7% 2.6k 277.42
CNO Financial (CNO) 0.5 $691k 43k 16.04
McDonald's Corporation (MCD) 0.5 $686k 3.1k 219.38
Equinix (EQIX) 0.4 $658k 865.00 760.69
Digital Realty Trust (DLR) 0.4 $638k 4.3k 146.73
Annaly Capital Management (NLY) 0.4 $634k 89k 7.12
Spotify Technology S A SHS (SPOT) 0.4 $629k 2.6k 242.48
Lakeland Ban (LBAI) 0.4 $618k 62k 9.95
Qts Rlty Tr Com Cl A (QTS) 0.4 $600k 9.5k 63.06
Charter Communications Inc N Cl A (CHTR) 0.4 $578k 925.00 624.86
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.4 $571k NEW 8.4k 68.00
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.4 $565k NEW 11k 53.67
Enterprise Products Partners (EPD) 0.4 $562k 36k 15.79
Cyrusone (CONE) 0.4 $541k 7.7k 70.01
New Jersey Resources Corporation (NJR) 0.3 $528k 19k 27.37
Merck & Co (MRK) 0.3 $486k +2% 5.9k 82.89
Exxon Mobil Corporation (XOM) 0.3 $463k 14k 34.32
Zimmer Holdings (ZBH) 0.3 $449k 3.3k 136.23
Verizon Communications (VZ) 0.3 $442k +3% 7.4k 59.44
Chevron Corporation (CVX) 0.3 $428k -46% 5.9k 72.02
Gildan Activewear Inc Com Cad (GIL) 0.3 $419k 21k 19.66
Pinterest Cl A (PINS) 0.3 $414k 10k 41.52
Hubspot (HUBS) 0.3 $402k 1.4k 292.15
FedEx Corporation (FDX) 0.3 $397k 1.6k 252.22
Bristol Myers Squibb (BMY) 0.3 $397k +10% 6.6k 60.32
W.W. Grainger (GWW) 0.3 $392k 1.1k 356.36
Independent Bank (IBTX) 0.3 $391k 8.9k 44.14
Starbucks Corporation (SBUX) 0.2 $375k 4.4k 85.95
Zscaler Incorporated (ZS) 0.2 $366k NEW 2.6k 140.77
Jd.com Spon Adr Cl A (JD) 0.2 $363k +12% 4.7k 77.53
American Express Company (AXP) 0.2 $360k 3.6k 100.11
Rapid7 (RPD) 0.2 $345k 5.6k 61.19
Spdr Ser Tr S&p Oilgas Exp (XOP) 0.2 $342k 8.1k 42.06
Gilead Sciences (GILD) 0.2 $342k -9% 5.4k 63.15
Pfizer (PFE) 0.2 $333k +6% 9.1k 36.67
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $333k 5.8k 57.34
CVS Caremark Corporation (CVS) 0.2 $328k +47% 5.6k 58.48
General Electric Company (GE) 0.2 $312k -3% 50k 6.24
Ishares Tr U.s. Fin Svc Etf (IYG) 0.2 $311k 2.6k 121.96
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $289k 6.7k 43.22
Pepsi (PEP) 0.2 $281k +6% 2.0k 138.49
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $278k 2.4k 118.05
At&t (T) 0.2 $272k +16% 9.5k 28.55
Datadog Cl A Com (DDOG) 0.2 $266k NEW 2.6k 102.31
Ford Motor Company (F) 0.2 $265k +6% 40k 6.66
Harmony Gold Mining Sponsored Adr (HMY) 0.2 $264k NEW 50k 5.28
S&T Ban (STBA) 0.2 $257k 15k 17.72
General Motors Company (GM) 0.2 $252k -13% 8.5k 29.62
Bryn Mawr Bank (BMTC) 0.2 $249k NEW 10k 24.90
JPMorgan Chase & Co. (JPM) 0.2 $248k -8% 2.6k 96.39
Procter & Gamble Company (PG) 0.2 $243k 1.8k 138.86
PNC Financial Services (PNC) 0.2 $243k +7% 2.2k 109.86
American Tower Reit (AMT) 0.2 $242k 1.0k 242.00
Talend S A Ads (TLND) 0.2 $238k NEW 6.1k 39.02
Vanguard World Fds Inf Tech Etf (VGT) 0.2 $230k 737.00 312.08
Coca-Cola Company (KO) 0.1 $223k 4.5k 49.88
Ishares Tr Russell 2000 Etf (IWM) 0.1 $222k -38% 1.5k 149.60
PPL Corporation (PPL) 0.1 $221k 8.0k 27.62
Vipshop Holdings Sponsored Ads A (VIPS) 0.1 $214k NEW 14k 15.65
Tesla Motors (TSLA) 0.1 $212k NEW 495.00 428.28
Ishares Tr Tips Bd Etf (TIP) 0.1 $205k 1.6k 126.23
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.1 $203k NEW 7.2k 28.12
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $202k 37k 5.41
United Sts Oil Units (USO) 0.1 $202k 7.1k 28.32
Kinder Morgan (KMI) 0.1 $186k 15k 12.35
Reed's (REED) 0.1 $186k 200k 0.93
Stonemor (STON) 0.1 $143k 149k 0.96
On Deck Capital (ONDK) 0.0 $74k 46k 1.60
Xcel Brands Com New (XELB) 0.0 $47k 61k 0.77
Matinas Biopharma Holdings, In (MTNB) 0.0 $8.0k NEW 10k 0.80

Past Filings by Legacy Advisors

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

View all past filings