Legacy Advisors as of March 31, 2021
Portfolio Holdings for Legacy Advisors
Legacy Advisors holds 122 positions in its portfolio as reported in 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 | 254k | 179.83 | |
| Purecycle Technologies (PCT) | 12.0 | $27M | 1.1M | 25.50 | |
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 5.3 | $12M | 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 | 19k | 364.31 | |
| Apple (AAPL) | 3.0 | $6.7M | 55k | 122.16 | |
| Fulton Financial (FULT) | 2.1 | $4.8M | 281k | 17.03 | |
| Facebook Cl A (META) | 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 | 11k | 319.10 | |
| Amazon (AMZN) | 1.4 | $3.3M | 1.1k | 3094.11 | |
| Ishares Tr Rus 1000 Etf (IWB) | 1.4 | $3.2M | 14k | 223.85 | |
| Johnson & Johnson (JNJ) | 1.4 | $3.1M | 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 | 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 | 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 | 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 | 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 | 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 | 3.7k | 175.30 | |
| American Express Company (AXP) | 0.3 | $650k | 4.6k | 141.43 | |
| Hubspot (HUBS) | 0.3 | $625k | 1.4k | 454.22 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $619k | 11k | 55.80 | |
| Digital Realty Trust (DLR) | 0.3 | $612k | 4.3k | 140.75 | |
| Qts Rlty Tr Com Cl A | 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 | 0.2 | $523k | 7.7k | 67.68 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $502k | 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 | 0.2 | $429k | 33k | 13.14 | |
| Rapid7 (RPD) | 0.2 | $421k | 5.6k | 74.67 | |
| Talend S A Ads | 0.2 | $417k | 6.5k | 63.70 | |
| Vipshop Holdings Sponsored Ads A (VIPS) | 0.2 | $408k | 14k | 29.84 | |
| Verizon Communications (VZ) | 0.2 | $396k | 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 | 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 | 11k | 33.01 | |
| Reed's | 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 | 9.0k | 36.20 | |
| Goldman Sachs Etf Tr Access Invt Gr (GIGB) | 0.1 | $319k | 6.0k | 53.41 | |
| Stonemor | 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 | 4.7k | 60.16 | |
| Corteva (CTVA) | 0.1 | $280k | 6.0k | 46.58 | |
| Union Pacific Corporation (UNP) | 0.1 | $279k | 1.3k | 220.38 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $274k | 1.2k | 220.79 | |
| Philip Morris International (PM) | 0.1 | $273k | 3.1k | 88.72 | |
| Sailpoint Technlgies Hldgs I | 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 | 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 | 2.3k | 102.25 | |
| PPL Corporation (PPL) | 0.1 | $231k | 8.0k | 28.88 | |
| Ishares Tr National Mun Etf (MUB) | 0.1 | $227k | 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 | 2.0k | 108.27 | |
| Alaska Air (ALK) | 0.1 | $211k | 3.0k | 69.36 | |
| Shopify Cl A (SHOP) | 0.1 | $210k | 190.00 | 1105.26 | |
| At&t (T) | 0.1 | $209k | 6.9k | 30.27 | |
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $207k | 1.6k | 131.43 | |
| Abbott Laboratories (ABT) | 0.1 | $207k | 1.7k | 119.72 | |
| Progressive Corporation (PGR) | 0.1 | $205k | 2.1k | 95.79 | |
| Goldman Sachs Etf Tr Access Us Agrat (GCOR) | 0.1 | $205k | 4.3k | 48.19 | |
| SEI Investments Company (SEIC) | 0.1 | $204k | 3.4k | 60.82 | |
| 3M Company (MMM) | 0.1 | $200k | 1.0k | 192.68 | |
| Xcel Brands Com New (XELB) | 0.1 | $121k | 61k | 1.99 |
