| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P MidCap 400 ETF Trust | 31 | Q2 2024 | 33.6% |
| SPDR S&P 500 ETF Trust | 31 | Q2 2024 | 8.0% |
| FULTON FINL CORP PA COM | 31 | Q2 2024 | 6.3% |
| APPLE INC COM | 31 | Q2 2024 | 4.1% |
| VANGUARD S&P 500 ETF | 31 | Q2 2024 | 4.2% |
| ISHARES TR | 31 | Q2 2024 | 4.0% |
| JOHNSON & JOHNSON COM | 31 | Q2 2024 | 3.0% |
| ISHARES TR | 31 | Q2 2024 | 3.2% |
| MICROSOFT CORP COM | 31 | Q2 2024 | 2.9% |
| ISHARES TR | 31 | Q2 2024 | 2.2% |
View Legacy Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-30 |
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-05-01 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-07-25 |
| 13F-HR | 2022-05-11 |
View Legacy Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.