Legacy Advisors as of March 31, 2022
Portfolio Holdings for Legacy Advisors
Legacy Advisors holds 215 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MasTec (MTZ) | 27.0 | $139M | 1.6M | 87.10 | |
| Ishares Tr S&p 100 Etf (OEF) | 14.5 | $75M | 358k | 208.52 | |
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 3.5 | $18M | 215k | 82.85 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.8 | $15M | 32k | 451.65 | |
| Apple (AAPL) | 2.6 | $13M | 76k | 174.61 | |
| Bentley Sys Com Cl B (BSY) | 1.9 | $9.7M | 220k | 44.18 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.7 | $8.8M | 21k | 415.18 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 1.5 | $7.8M | 16k | 490.46 | |
| Microsoft Corporation (MSFT) | 1.5 | $7.6M | 25k | 308.29 | |
| Johnson & Johnson (JNJ) | 1.5 | $7.5M | 42k | 177.24 | |
| Roblox Corp Cl A (RBLX) | 1.1 | $5.5M | 118k | 46.24 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $5.0M | 1.8k | 2781.44 | |
| Amazon (AMZN) | 0.9 | $4.8M | 1.5k | 3260.14 | |
| Fulton Financial (FULT) | 0.9 | $4.7M | 281k | 16.77 | |
| UnitedHealth (UNH) | 0.9 | $4.7M | 9.2k | 509.96 | |
| Uber Technologies (UBER) | 0.9 | $4.5M | 127k | 35.68 | |
| United Parcel Service CL B (UPS) | 0.8 | $4.2M | 20k | 214.45 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $3.9M | 11k | 352.90 | |
| Meta Platforms Cl A (META) | 0.7 | $3.8M | 17k | 222.36 | |
| CVS Caremark Corporation (CVS) | 0.7 | $3.7M | 37k | 101.22 | |
| Essential Utils (WTRG) | 0.6 | $3.3M | 65k | 51.12 | |
| Select Sector Spdr Tr Technology (XLK) | 0.6 | $3.2M | 20k | 158.93 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.6 | $3.1M | 12k | 250.08 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.6 | $3.1M | 11k | 277.59 | |
| SYSCO Corporation (SYY) | 0.6 | $3.0M | 37k | 82.11 | |
| Dollar General (DG) | 0.6 | $3.0M | 14k | 222.62 | |
| W.W. Grainger (GWW) | 0.6 | $3.0M | 5.8k | 515.85 | |
| Marsh & McLennan Companies (MMC) | 0.6 | $3.0M | 18k | 170.43 | |
| Amgen (AMGN) | 0.5 | $2.8M | 12k | 241.80 | |
| Chevron Corporation (CVX) | 0.5 | $2.8M | 17k | 162.82 | |
| Coca-Cola Company (KO) | 0.5 | $2.6M | 41k | 62.42 | |
| Lowe's Companies (LOW) | 0.5 | $2.6M | 13k | 202.18 | |
| Us Bancorp Del Com New (USB) | 0.5 | $2.6M | 48k | 53.61 | |
| Microchip Technology (MCHP) | 0.5 | $2.5M | 34k | 75.15 | |
| Medtronic SHS (MDT) | 0.5 | $2.5M | 22k | 111.56 | |
| Automatic Data Processing (ADP) | 0.5 | $2.4M | 10k | 228.54 | |
| Equifax (EFX) | 0.5 | $2.4M | 10k | 237.09 | |
| MercadoLibre (MELI) | 0.5 | $2.4M | 2.0k | 1189.50 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $2.4M | 842.00 | 2793.35 | |
| State Street Corporation (STT) | 0.5 | $2.3M | 27k | 87.70 | |
| Ross Stores (ROST) | 0.4 | $2.3M | 26k | 90.45 | |
| Thermo Fisher Scientific (TMO) | 0.4 | $2.2M | 3.7k | 590.91 | |
| Global Payments (GPN) | 0.4 | $2.2M | 16k | 136.83 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.4 | $2.2M | 29k | 75.89 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $2.1M | 12k | 180.61 | |
| Pepsi (PEP) | 0.4 | $2.1M | 12k | 167.38 | |
| Walt Disney Company (DIS) | 0.4 | $2.0M | 15k | 137.14 | |
| Philip Morris International (PM) | 0.4 | $1.9M | 20k | 95.17 | |
| Servicenow (NOW) | 0.3 | $1.8M | 3.1k | 556.90 | |
| Mondelez Intl Cl A (MDLZ) | 0.3 | $1.7M | 27k | 63.13 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $1.7M | 5.1k | 337.23 | |
| ConAgra Foods (CAG) | 0.3 | $1.7M | 51k | 33.58 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.3 | $1.7M | 12k | 136.96 | |
| Pfizer (PFE) | 0.3 | $1.6M | 32k | 51.78 | |
| Bank of America Corporation (BAC) | 0.3 | $1.6M | 39k | 41.23 | |
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.3 | $1.6M | 18k | 89.35 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $1.6M | 7.5k | 208.44 | |
| Kroger (KR) | 0.3 | $1.5M | 27k | 57.36 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $1.5M | 3.2k | 453.82 | |
| Stanley Black & Decker (SWK) | 0.3 | $1.5M | 11k | 139.78 | |
| Smucker J M Com New (SJM) | 0.3 | $1.4M | 11k | 135.40 | |
| Perrigo SHS (PRGO) | 0.3 | $1.4M | 37k | 38.44 | |
| Procter & Gamble Company (PG) | 0.2 | $1.2M | 8.0k | 152.74 | |
| Stryker Corporation (SYK) | 0.2 | $1.2M | 4.6k | 267.45 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $1.2M | 16k | 76.39 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.2 | $1.2M | 9.1k | 128.13 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $1.1M | 11k | 108.82 | |
| Starbucks Corporation (SBUX) | 0.2 | $1.1M | 13k | 90.96 | |
| Becton, Dickinson and (BDX) | 0.2 | $1.1M | 4.2k | 265.95 | |
| Home Depot (HD) | 0.2 | $1.1M | 3.7k | 299.37 | |
| Comcast Corp Cl A (CMCSA) | 0.2 | $1.1M | 23k | 46.80 | |
| 3M Company (MMM) | 0.2 | $1.1M | 7.3k | 148.94 | |
| Nike CL B (NKE) | 0.2 | $1.1M | 7.8k | 134.84 | |
| V.F. Corporation (VFC) | 0.2 | $1.0M | 18k | 56.85 | |
| Tesla Motors (TSLA) | 0.2 | $1.0M | 964.00 | 1077.80 | |
| Lakeland Ban | 0.2 | $1.0M | 62k | 16.69 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $970k | 6.2k | 155.65 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $967k | 8.6k | 112.22 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $966k | 4.1k | 237.81 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $945k | 4.1k | 227.77 | |
| Enterprise Products Partners (EPD) | 0.2 | $943k | 37k | 25.81 | |
| American Express Company (AXP) | 0.2 | $942k | 5.0k | 186.90 | |
| Mastercard Incorporated Cl A (MA) | 0.2 | $938k | 2.6k | 357.33 | |
| Vertex Cl A (VERX) | 0.2 | $920k | 60k | 15.33 | |
| New Jersey Resources Corporation (NJR) | 0.2 | $892k | 19k | 46.22 | |
| Purecycle Technologies (PCT) | 0.2 | $890k | 111k | 8.00 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.2 | $850k | 2.4k | 347.65 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.2 | $831k | 9.3k | 89.69 | |
| Merck & Co (MRK) | 0.2 | $814k | 9.8k | 82.71 | |
| Abbvie (ABBV) | 0.2 | $776k | 4.8k | 162.11 | |
| PNC Financial Services (PNC) | 0.1 | $772k | 4.2k | 184.56 | |
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $749k | 15k | 49.93 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $748k | 9.6k | 78.05 | |
| Intuit (INTU) | 0.1 | $736k | 1.5k | 480.73 | |
| Boeing Company (BA) | 0.1 | $709k | 3.7k | 191.62 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $700k | 2.6k | 268.20 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $699k | 6.5k | 107.90 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $667k | 4.9k | 136.35 | |
| Charter Communications Inc N Cl A (CHTR) | 0.1 | $663k | 1.2k | 545.68 | |
| Equinix (EQIX) | 0.1 | $660k | 890.00 | 741.57 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $659k | 3.6k | 183.46 | |
| Hubspot (HUBS) | 0.1 | $655k | 1.4k | 474.64 | |
| Gildan Activewear Inc Com Cad (GIL) | 0.1 | $654k | 17k | 37.67 | |
| Williams Companies (WMB) | 0.1 | $637k | 19k | 33.43 | |
| Zscaler Incorporated (ZS) | 0.1 | $629k | 2.6k | 241.27 | |
| Digital Realty Trust (DLR) | 0.1 | $628k | 4.4k | 141.89 | |
| Rapid7 (RPD) | 0.1 | $628k | 5.6k | 111.31 | |
| Abbott Laboratories (ABT) | 0.1 | $613k | 5.2k | 118.43 | |
| Axis Cap Hldgs SHS (AXS) | 0.1 | $609k | 10k | 60.90 | |
| Verizon Communications (VZ) | 0.1 | $601k | 12k | 50.91 | |
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.1 | $590k | 18k | 32.89 | |
| Cisco Systems (CSCO) | 0.1 | $579k | 10k | 55.77 | |
| TJX Companies (TJX) | 0.1 | $575k | 9.5k | 60.58 | |
| Independent Bank (IBTX) | 0.1 | $571k | 8.0k | 71.15 | |
| Goldman Sachs Etf Tr Access Us Agrat (GCOR) | 0.1 | $546k | 12k | 45.54 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $544k | 7.4k | 73.60 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $536k | 3.2k | 165.84 | |
| Epam Systems (EPAM) | 0.1 | $535k | 1.8k | 296.40 | |
| Bristol Myers Squibb (BMY) | 0.1 | $533k | 7.3k | 73.06 | |
| General Electric Com New (GE) | 0.1 | $516k | 5.6k | 91.57 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $513k | 6.2k | 82.57 | |
| Docusign (DOCU) | 0.1 | $512k | 4.8k | 107.02 | |
| Waste Management (WM) | 0.1 | $509k | 3.2k | 158.47 | |
| Goldman Sachs Etf Tr Access Invt Gr (GIGB) | 0.1 | $508k | 10k | 49.85 | |
| Phreesia (PHR) | 0.1 | $501k | 19k | 26.37 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $500k | 11k | 46.14 | |
| Dropbox Cl A (DBX) | 0.1 | $483k | 21k | 23.27 | |
| Broadridge Financial Solutions (BR) | 0.1 | $479k | 3.1k | 156.28 | |
| Visa Com Cl A (V) | 0.1 | $470k | 2.1k | 221.70 | |
| Reinsurance Grp Of America I Com New (RGA) | 0.1 | $459k | 4.2k | 109.44 | |
| Union Pacific Corporation (UNP) | 0.1 | $450k | 1.6k | 273.22 | |
| Ishares Msci Eurzone Etf (EZU) | 0.1 | $433k | 10k | 43.32 | |
| S&T Ban (STBA) | 0.1 | $429k | 15k | 29.58 | |
| Eli Lilly & Co. (LLY) | 0.1 | $424k | 1.5k | 286.68 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $413k | 37k | 11.19 | |
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $405k | 5.3k | 76.42 | |
| NVIDIA Corporation (NVDA) | 0.1 | $399k | 1.5k | 273.10 | |
| Datadog Cl A Com (DDOG) | 0.1 | $394k | 2.6k | 151.42 | |
| Moody's Corporation (MCO) | 0.1 | $392k | 1.2k | 337.64 | |
| Spotify Technology S A SHS (SPOT) | 0.1 | $392k | 2.6k | 151.00 | |
| Crown Castle Intl (CCI) | 0.1 | $390k | 2.1k | 184.75 | |
| IDEXX Laboratories (IDXX) | 0.1 | $386k | 706.00 | 546.74 | |
| Anthem (ELV) | 0.1 | $382k | 778.00 | 491.00 | |
| Icon SHS (ICLR) | 0.1 | $382k | 1.6k | 243.16 | |
| Corteva (CTVA) | 0.1 | $380k | 6.6k | 57.47 | |
| Kornit Digital SHS (KRNT) | 0.1 | $371k | 4.5k | 82.70 | |
| Honeywell International (HON) | 0.1 | $356k | 1.8k | 194.32 | |
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $354k | 5.7k | 62.36 | |
| ConocoPhillips (COP) | 0.1 | $348k | 3.5k | 100.29 | |
| Public Service Enterprise (PEG) | 0.1 | $345k | 4.9k | 70.06 | |
| Nice Sponsored Adr (NICE) | 0.1 | $344k | 1.6k | 218.97 | |
| American Tower Reit (AMT) | 0.1 | $332k | 1.3k | 250.94 | |
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.1 | $330k | 3.3k | 100.06 | |
| Sailpoint Technlgies Hldgs I | 0.1 | $322k | 6.3k | 51.19 | |
| Hydrofarm Holdings Group Ord (HYFM) | 0.1 | $321k | 21k | 15.15 | |
| Stonemor | 0.1 | $321k | 123k | 2.61 | |
| Ansys (ANSS) | 0.1 | $319k | 1.0k | 318.05 | |
| Cyberark Software SHS (CYBR) | 0.1 | $318k | 1.9k | 168.61 | |
| Manhattan Associates (MANH) | 0.1 | $316k | 2.3k | 138.90 | |
| Wal-Mart Stores (WMT) | 0.1 | $310k | 2.1k | 148.75 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $309k | 743.00 | 415.88 | |
| Chubb (CB) | 0.1 | $308k | 1.4k | 215.08 | |
| Verisk Analytics (VRSK) | 0.1 | $305k | 1.4k | 214.64 | |
| Ishares Tr U.s. Bas Mtl Etf (IYM) | 0.1 | $305k | 2.0k | 149.66 | |
| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $304k | 7.9k | 38.31 | |
| Kinder Morgan (KMI) | 0.1 | $302k | 16k | 18.89 | |
| Illumina (ILMN) | 0.1 | $299k | 856.00 | 349.30 | |
| Bio-techne Corporation (TECH) | 0.1 | $295k | 682.00 | 432.55 | |
| Progressive Corporation (PGR) | 0.1 | $292k | 2.6k | 113.97 | |
| AeroVironment (AVAV) | 0.1 | $287k | 3.0k | 94.25 | |
| Gaming & Leisure Pptys (GLPI) | 0.1 | $282k | 6.0k | 47.00 | |
| Analog Devices (ADI) | 0.1 | $275k | 1.7k | 164.97 | |
| Global X Fds Global X Uranium (URA) | 0.1 | $273k | 10k | 26.15 | |
| Colgate-Palmolive Company (CL) | 0.1 | $271k | 3.6k | 75.74 | |
| Jd.com Spon Adr Cl A (JD) | 0.1 | $271k | 4.7k | 57.88 | |
| FactSet Research Systems (FDS) | 0.1 | $267k | 616.00 | 433.44 | |
| Arbor Realty Trust (ABR) | 0.0 | $256k | 15k | 17.07 | |
| ResMed (RMD) | 0.0 | $255k | 1.1k | 242.17 | |
| Harmony Gold Mining Sponsored Adr (HMY) | 0.0 | $252k | 50k | 5.04 | |
| Amphenol Corp Cl A (APH) | 0.0 | $251k | 3.3k | 75.38 | |
| Wisdomtree Tr Cybersecurity Fd (WCBR) | 0.0 | $248k | 10k | 24.80 | |
| McDonald's Corporation (MCD) | 0.0 | $242k | 979.00 | 247.19 | |
| Discover Financial Services (DFS) | 0.0 | $237k | 2.2k | 109.98 | |
| Cognex Corporation (CGNX) | 0.0 | $234k | 3.0k | 77.13 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $233k | 1.6k | 147.94 | |
| PPL Corporation (PPL) | 0.0 | $232k | 8.1k | 28.75 | |
| Copart (CPRT) | 0.0 | $232k | 1.8k | 125.47 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $232k | 2.3k | 100.52 | |
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.0 | $231k | 3.1k | 74.16 | |
| United Sts Oil Units (USO) | 0.0 | $230k | 3.1k | 74.03 | |
| Qualys (QLYS) | 0.0 | $227k | 1.6k | 142.32 | |
| At&t (T) | 0.0 | $226k | 9.5k | 23.67 | |
| Morningstar (MORN) | 0.0 | $224k | 820.00 | 273.17 | |
| Goldman Sachs (GS) | 0.0 | $223k | 676.00 | 329.88 | |
| Instructure Hldgs (INST) | 0.0 | $223k | 11k | 20.07 | |
| Jack Henry & Associates (JKHY) | 0.0 | $217k | 1.1k | 196.91 | |
| Qualcomm (QCOM) | 0.0 | $211k | 1.4k | 153.12 | |
| BlackRock (BLK) | 0.0 | $210k | 275.00 | 763.64 | |
| Kkr & Co (KKR) | 0.0 | $210k | 3.6k | 58.58 | |
| RBC Bearings Incorporated (RBC) | 0.0 | $207k | 1.1k | 194.18 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $207k | 1.5k | 134.94 | |
| Pinterest Cl A (PINS) | 0.0 | $206k | 8.4k | 24.59 | |
| Goldman Sachs Etf Tr Activebeta Us (GSSC) | 0.0 | $206k | 3.3k | 62.03 | |
| Fidelity National Information Services (FIS) | 0.0 | $205k | 2.0k | 100.64 | |
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.0 | $205k | 2.0k | 103.17 | |
| Royal Caribbean Cruises (RCL) | 0.0 | $203k | 2.4k | 83.64 | |
| Toyota Motor Corp Ads (TM) | 0.0 | $202k | 1.1k | 180.68 | |
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $202k | 2.1k | 97.58 | |
| Hims & Hers Health Com Cl A (HIMS) | 0.0 | $171k | 32k | 5.34 | |
| Vipshop Holdings Sponsored Ads A (VIPS) | 0.0 | $123k | 14k | 8.99 | |
| Reed's | 0.0 | $90k | 300k | 0.30 | |
| OraSure Technologies (OSUR) | 0.0 | $83k | 12k | 6.78 | |
| Clover Health Investments Com Cl A (CLOV) | 0.0 | $72k | 20k | 3.55 | |
| Bright Health Group | 0.0 | $39k | 20k | 1.95 | |
| Vroom | 0.0 | $27k | 10k | 2.70 |
