Legacy Advisors

Legacy Advisors as of Dec. 31, 2020

Portfolio Holdings for Legacy Advisors

Legacy Advisors holds 111 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr S&p 100 Etf (OEF) 21.6 $38M 222k 171.64
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 5.2 $9.2M 58k 158.28
Spdr S&p 500 Etf Tr Tr Unit (SPY) 4.9 $8.6M 23k 373.88
Uber Technologies (UBER) 4.2 $7.4M 146k 51.00
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 3.9 $6.9M 17k 419.94
Apple (AAPL) 3.9 $6.9M 52k 132.69
Facebook Cl A (META) 2.5 $4.4M 16k 273.14
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.3 $4.1M 12k 343.68
Microsoft Corporation (MSFT) 2.1 $3.7M 17k 222.44
Alibaba Group Hldg Sponsored Ads (BABA) 2.0 $3.6M 16k 232.75
Fulton Financial (FULT) 2.0 $3.6M 281k 12.72
Amazon (AMZN) 1.9 $3.4M 1.0k 3257.23
MercadoLibre (MELI) 1.9 $3.4M 2.0k 1675.00
Ishares Tr Rus 1000 Etf (IWB) 1.8 $3.2M 15k 211.87
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.7 $3.0M 9.7k 313.71
Essential Utils (WTRG) 1.7 $3.0M 64k 47.29
Johnson & Johnson (JNJ) 1.7 $2.9M 19k 157.37
Select Sector Spdr Tr Technology (XLK) 1.5 $2.6M 20k 130.01
Walt Disney Company (DIS) 1.5 $2.6M 14k 181.15
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 1.1 $1.9M 28k 67.47
Ishares Tr Rus 1000 Grw Etf (IWF) 1.1 $1.9M 7.7k 241.13
Spdr Gold Tr Gold Shs (GLD) 1.0 $1.7M 9.8k 178.35
Alphabet Cap Stk Cl A (GOOGL) 1.0 $1.7M 969.00 1752.32
Servicenow (NOW) 1.0 $1.7M 3.1k 550.36
V.F. Corporation (VFC) 0.9 $1.5M 18k 85.42
Equifax (EFX) 0.9 $1.5M 7.8k 192.89
Bank of America Corporation (BAC) 0.9 $1.5M 50k 30.31
Boeing Company (BA) 0.7 $1.3M 6.0k 214.08
Ishares Tr Core S&p500 Etf (IVV) 0.7 $1.2M 3.2k 375.31
Alphabet Cap Stk Cl C (GOOG) 0.7 $1.2M 693.00 1751.80
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $1.2M 6.1k 194.63
Phreesia (PHR) 0.6 $1.1M 21k 54.24
United Parcel Service CL B (UPS) 0.6 $1.1M 6.6k 168.44
Docusign (DOCU) 0.6 $1.1M 4.8k 222.25
Axis Cap Hldgs SHS (AXS) 0.6 $1.0M 20k 50.40
Comcast Corp Cl A (CMCSA) 0.6 $1.0M 19k 52.41
Reinsurance Grp Of America I Com New (RGA) 0.6 $1000k 8.6k 115.86
CNO Financial (CNO) 0.5 $958k 43k 22.24
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.5 $919k 8.1k 113.47
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $829k 4.0k 206.68
Spotify Technology S A SHS (SPOT) 0.5 $816k 2.6k 314.57
Charter Communications Inc N Cl A (CHTR) 0.5 $797k 1.2k 661.41
Lakeland Ban 0.4 $789k 62k 12.70
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.4 $748k 2.4k 305.93
Amgen (AMGN) 0.4 $739k 3.2k 229.86
Enterprise Products Partners (EPD) 0.4 $700k 36k 19.60
New Jersey Resources Corporation (NJR) 0.4 $686k 19k 35.57
McDonald's Corporation (MCD) 0.4 $671k 3.1k 214.58
Pinterest Cl A (PINS) 0.4 $657k 10k 65.90
Equinix (EQIX) 0.4 $618k 865.00 714.45
Digital Realty Trust (DLR) 0.3 $607k 4.3k 139.60
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.3 $606k 8.0k 75.64
Gildan Activewear Inc Com Cad (GIL) 0.3 $597k 21k 28.02
Qts Rlty Tr Com Cl A 0.3 $589k 9.5k 61.90
Cyrusone 0.3 $565k 7.7k 73.12
Hubspot (HUBS) 0.3 $546k 1.4k 396.80
Zscaler Incorporated (ZS) 0.3 $519k 2.6k 199.62
Rapid7 (RPD) 0.3 $508k 5.6k 90.10
Zimmer Holdings (ZBH) 0.3 $508k 3.3k 154.13
Independent Bank 0.3 $502k 8.0k 62.55
Merck & Co (MRK) 0.3 $470k 5.7k 81.77
Starbucks Corporation (SBUX) 0.3 $467k 4.4k 107.04
W.W. Grainger (GWW) 0.3 $449k 1.1k 408.18
Dropbox Cl A (DBX) 0.3 $444k 20k 22.20
American Express Company (AXP) 0.2 $435k 3.6k 120.97
Exxon Mobil Corporation (XOM) 0.2 $433k 11k 41.27
Stonemor 0.2 $423k 161k 2.63
Jd.com Spon Adr Cl A (JD) 0.2 $412k 4.7k 88.00
FedEx Corporation (FDX) 0.2 $409k 1.6k 259.85
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $398k 5.8k 68.54
Vipshop Holdings Sponsored Ads A (VIPS) 0.2 $384k 14k 28.08
Ishares Tr U.s. Fin Svc Etf (IYG) 0.2 $383k 2.6k 150.20
Verizon Communications (VZ) 0.2 $377k 6.4k 58.82
Bristol Myers Squibb (BMY) 0.2 $370k 6.0k 62.06
Tesla Motors (TSLA) 0.2 $367k 520.00 705.77
S&T Ban (STBA) 0.2 $360k 15k 24.82
General Motors Company (GM) 0.2 $354k 8.5k 41.61
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $335k 6.7k 50.05
Ford Motor Company (F) 0.2 $329k 38k 8.78
General Electric Company 0.2 $322k 30k 10.81
Gilead Sciences (GILD) 0.2 $316k 5.4k 58.35
JPMorgan Chase & Co. (JPM) 0.2 $308k 2.4k 127.12
Pfizer (PFE) 0.2 $306k 8.3k 36.84
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $301k 2.2k 136.82
Sailpoint Technlgies Hldgs I 0.2 $284k 5.3k 53.24
Pepsi (PEP) 0.2 $282k 1.9k 148.42
Ishares Tr Russell 2000 Etf (IWM) 0.2 $279k 1.4k 196.20
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $261k 738.00 353.66
CVS Caremark Corporation (CVS) 0.1 $260k 3.8k 68.42
Datadog Cl A Com (DDOG) 0.1 $256k 2.6k 98.46
Coca-Cola Company (KO) 0.1 $245k 4.5k 54.80
Procter & Gamble Company (PG) 0.1 $243k 1.8k 138.86
Chevron Corporation (CVX) 0.1 $238k 2.8k 84.55
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.1 $236k 7.4k 31.87
Talend S A Ads 0.1 $234k 6.1k 38.36
Harmony Gold Mining Sponsored Adr (HMY) 0.1 $234k 50k 4.68
Corteva (CTVA) 0.1 $233k 6.0k 38.76
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $228k 37k 6.18
Ishares Tr U.s. Bas Mtl Etf (IYM) 0.1 $227k 2.0k 113.50
PPL Corporation (PPL) 0.1 $226k 8.0k 28.25
American Tower Reit (AMT) 0.1 $224k 1.0k 224.00
Shopify Cl A (SHOP) 0.1 $215k 190.00 1131.58
Tiffany & Co. 0.1 $213k 1.6k 131.64
UnitedHealth (UNH) 0.1 $213k 606.00 351.49
Public Service Enterprise (PEG) 0.1 $209k 3.6k 58.35
Copart (CPRT) 0.1 $208k 1.6k 127.45
Ishares Tr Tips Bd Etf (TIP) 0.1 $207k 1.6k 127.46
Philip Morris International (PM) 0.1 $206k 2.5k 82.90
Kinder Morgan (KMI) 0.1 $206k 15k 13.68
Reed's 0.1 $177k 300k 0.59
Xcel Brands Com New 0.0 $74k 61k 1.22