Legacy Advisors, LLC - Q3 2018 holdings

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$203 Million is the total value of Legacy Advisors, LLC's 464 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was 2.9% .

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 Value Shares↓ Weighting
WTR  AQUA AMERICA INC COM$5,691,000
+4.9%
154,2150.0%2.80%
-30.8%
FULT  FULTON FINL CORP PA COM$5,355,000
+0.9%
319,3220.0%2.64%
-33.5%
VOO  VANGUARD S&P 500 ETF$4,718,000
+7.0%
17,5870.0%2.32%
-29.5%
CUBI  CUSTOMERS BANCORP INC COM$4,443,000
-17.1%
188,8080.0%2.19%
-45.3%
AXS  AXIS CAPITAL HOLDINGS LTD SHS$2,905,000
+3.0%
50,3410.0%1.43%
-32.1%
BABA  ALIBABA GROUP HLDG LTD SPONSORED ADSsponsored ads$2,535,000
-11.2%
15,3890.0%1.25%
-41.5%
IWF  ISHARES RUSSELL 1000 GROWTH ETFrus 1000 grw etf$2,294,000
+8.8%
14,6670.0%1.13%
-28.3%
BAC  BANK AMER CORP COM$1,921,000
+4.5%
65,2150.0%0.95%
-31.1%
VFC  V F CORP COM$1,782,000
+14.7%
19,0640.0%0.88%
-24.5%
BA  BOEING CO COM$1,717,000
+10.8%
4,6170.0%0.84%
-27.0%
CNO  CNO FINL GROUP INC COM$1,371,000
+11.5%
64,6240.0%0.68%
-26.6%
XELB  XCEL BRANDS INC COM NEW$1,311,0000.0%557,7250.0%0.65%
-34.0%
GIL  GILDAN ACTIVEWEAR INC COM$1,082,000
+8.1%
35,5500.0%0.53%
-28.7%
EFX  EQUIFAX INC COM$1,021,000
+4.3%
7,8230.0%0.50%
-31.2%
UBS  UBS GROUP AG SHS$860,000
+2.6%
54,6600.0%0.42%
-32.4%
VGK  VANGUARD FTSE EUROPE ETFftse europe etf$805,000
+0.5%
14,2640.0%0.40%
-33.8%
VYM  VANGUARD HIGH DIVIDEND YIELD INDEX FUNDhigh div yld$722,000
+5.7%
8,2270.0%0.36%
-30.2%
STON  STONEMOR PARTNERS L P COM UNITS INT$697,000
-14.9%
135,8480.0%0.34%
-44.0%
MELI  MERCADOLIBRE INC COM$681,000
+13.9%
2,0000.0%0.34%
-25.1%
BMY  BRISTOL MYERS SQUIBB CO COM$656,000
+12.3%
10,5610.0%0.32%
-25.9%
SPOT  SPOTIFY TECHNOLOGY S A SHS$650,000
+7.4%
3,5940.0%0.32%
-29.2%
NOW  SERVICENOW INC COM$571,000
+13.5%
2,9180.0%0.28%
-25.3%
DIA  SPDR DOW JONES INDUSTRIAL AVERAGE ETFut ser 1$541,000
+9.1%
2,0420.0%0.27%
-28.1%
GLD  SPDR GOLD SHARES$423,000
-4.9%
3,7500.0%0.21%
-37.3%
WMT  WALMART INC COM$379,000
+9.5%
4,0360.0%0.19%
-27.5%
AAXJ  ISHARES MSCI ALL COUNTRY ASIA EX JAPAN INDEX FUNDmsci ac asia etf$373,000
-1.3%
5,2770.0%0.18%
-34.8%
COP  CONOCOPHILLIPS COM$357,000
+11.2%
4,6100.0%0.18%
-26.7%
ONDK  ON DECK CAP INC COM$351,000
+8.3%
46,3430.0%0.17%
-28.5%
VUG  VANGUARD GROWTH INDEX FUNDgrowth etf$349,000
+7.7%
2,1620.0%0.17%
-28.9%
XOP  SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETFs&p oilgas exp$314,000
+0.6%
7,2500.0%0.16%
-33.5%
CHTR  CHARTER COMMUNICATIONS INC NEW CL Acl a$301,000
+11.1%
9250.0%0.15%
-26.7%
IWO  ISHARES RUSSELL 2000 GROWTH ETFrus 2000 grw etf$301,000
+5.2%
1,3990.0%0.15%
-30.8%
YUM  YUM BRANDS INC COM$283,000
+16.5%
3,1080.0%0.14%
-23.6%
AXP  AMERICAN EXPRESS CO COM$278,000
+9.0%
2,6060.0%0.14%
-27.9%
PSX  PHILLIPS 66 COM$260,000
+0.4%
2,3050.0%0.13%
-33.7%
PPL  PPL CORP COM$241,000
+2.6%
8,1080.0%0.12%
-32.4%
LQD  ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETFiboxx inv cp etf$230,000
+0.4%
2,0000.0%0.11%
-33.9%
TIF  TIFFANY & CO NEW COM$210,000
-1.9%
1,6180.0%0.10%
-35.6%
HUBS  HUBSPOT INC COM$208,000
+20.2%
1,3760.0%0.10%
-20.9%
SEIC  SEI INVESTMENTS CO COM$205,000
-2.4%
3,3540.0%0.10%
-35.7%
WFCPRL  WELLS FARGO CO NEW PERP PFD CNV Aperp pfd cnv a$192,000
+2.1%
1490.0%0.10%
-32.1%
RPD  RAPID7 INC COM$185,000
+31.2%
5,0000.0%0.09%
-13.3%
VTV  VANGUARD VALUE INDEX FUNDvalue etf$175,000
+6.7%
1,5750.0%0.09%
-30.1%
EFA  ISHARES MSCI EAFE ETFmsci eafe etf$169,000
+1.2%
2,4890.0%0.08%
-33.6%
PNC  PNC FINL SVCS GROUP INC COM$160,000
+1.3%
1,1720.0%0.08%
-33.1%
ARCC  ARES CAP CORP COM$156,000
+4.7%
9,0600.0%0.08%
-30.6%
AMT  AMERICAN TOWER CORP NEW COM$150,0000.0%1,0320.0%0.07%
-33.9%
IWS  ISHARES RUSSELL MID-CAP VALUE ETFrus mdcp val etf$148,000
+2.8%
1,6260.0%0.07%
-32.4%
LOB  LIVE OAK BANCSHARES INC COM$147,000
-13.0%
5,5000.0%0.07%
-42.9%
UGI  UGI CORP NEW COM$142,000
+6.8%
2,5510.0%0.07%
-29.3%
TM  TOYOTA MOTOR CORP SP ADR REP2COM$137,000
-2.8%
1,0980.0%0.07%
-36.2%
PRU  PRUDENTIAL FINL INC COM$125,000
+7.8%
1,2360.0%0.06%
-28.7%
XLF  FINANCIAL SELECT SECTOR SPDR FUNDsbi int-finl$118,000
+3.5%
4,2910.0%0.06%
-31.8%
ALV  AUTOLIV INC COM$107,000
-39.2%
1,2300.0%0.05%
-59.5%
KMB  KIMBERLY CLARK CORP COM$108,000
+8.0%
9450.0%0.05%
-29.3%
YUMC  YUM CHINA HLDGS INC COM$107,000
-8.5%
3,0430.0%0.05%
-39.1%
GPS  GAP INC DEL COM$97,000
-11.0%
3,3750.0%0.05%
-40.7%
CME  CME GROUP INC COM CL A$95,000
+4.4%
5580.0%0.05%
-30.9%
USO  UNITED STATES OIL FUND, LPunits$94,000
+3.3%
6,0600.0%0.05%
-32.4%
MASI  MASIMO CORP COM$93,000
+27.4%
7450.0%0.05%
-16.4%
BACPRL  BANK AMER CORP7.25%cnv pfd l$91,000
+3.4%
700.0%0.04%
-31.8%
USB  US BANCORP DEL COM NEW$91,000
+5.8%
1,7180.0%0.04%
-29.7%
CPRT  COPART INC COM$84,000
-8.7%
1,6320.0%0.04%
-40.6%
VTI  VANGUARD TOTAL STOCK MARKET INDEX FUNDtotal stk mkt$81,000
+6.6%
5420.0%0.04%
-29.8%
RTN  RAYTHEON CO COM NEW$79,000
+6.8%
3810.0%0.04%
-29.1%
NVG  NUVEEN AMT FREE MUN CR INC FD COM$75,0000.0%5,1510.0%0.04%
-33.9%
CL  COLGATE PALMOLIVE CO COM$73,000
+4.3%
1,0870.0%0.04%
-30.8%
RWR  SPDR DOW JONES REIT ETFdj reit etf$74,000
-1.3%
7950.0%0.04%
-35.7%
NFLX  NETFLIX INC COM$71,000
-4.1%
1900.0%0.04%
-36.4%
MTB  M & T BK CORP COM$69,000
-2.8%
4200.0%0.03%
-35.8%
CLR  CONTINENTAL RESOURCES INC COM$68,000
+4.6%
1,0000.0%0.03%
-32.7%
KURA  KURA ONCOLOGY INC COM$68,000
-4.2%
3,9000.0%0.03%
-37.7%
TRMK  TRUSTMARK CORP COM$67,000
+3.1%
2,0000.0%0.03%
-32.7%
BIDU  BAIDU INC SPON ADR REP Aspon adr rep a$65,000
-5.8%
2850.0%0.03%
-38.5%
CAH  CARDINAL HEALTH INC COM$65,000
+12.1%
1,1860.0%0.03%
-25.6%
IWR  ISHARES RUSSELL MID-CAP ETFrus mid cap etf$61,000
+3.4%
2770.0%0.03%
-31.8%
IWV  ISHARES RUSSELL 3000 ETFrussell 3000 etf$58,000
+7.4%
3340.0%0.03%
-27.5%
GLNG  GOLAR LNG LTD BERMUDA SHS$56,000
-5.1%
2,0000.0%0.03%
-36.4%
AMP  AMERIPRISE FINL INC COM$54,000
+3.8%
3690.0%0.03%
-30.8%
MFC  MANULIFE FINL CORP COM$55,0000.0%3,0860.0%0.03%
-34.1%
CAT  CATERPILLAR INC DEL COM$53,000
+12.8%
3450.0%0.03%
-25.7%
LMST  LIMESTONE BANCORP INC COM$51,000
+2.0%
3,2600.0%0.02%
-32.4%
TWTR  TWITTER INC COM$48,000
-34.2%
1,6760.0%0.02%
-56.4%
FNV  FRANCO NEVADA CORP COM$48,000
-14.3%
7700.0%0.02%
-42.9%
IWP  ISHARES RUSSELL MID-CAP GROWTH ETFrus md cp gr etf$48,000
+6.7%
3540.0%0.02%
-29.4%
HRC  HILL ROM HLDGS INC COM$47,000
+6.8%
5000.0%0.02%
-30.3%
NLY  ANNALY CAP MGMT INC COM$47,0000.0%4,5500.0%0.02%
-34.3%
MAT  MATTEL INC COM$47,000
-4.1%
3,0000.0%0.02%
-37.8%
BIV  VANGUARD INTERMEDIATE-TERM BOND INDEX FUNDintermed term$42,0000.0%5170.0%0.02%
-32.3%
AMGP  ANTERO MIDSTREAM GP LP COM SHS REPSTG$42,000
-10.6%
2,5000.0%0.02%
-40.0%
GMLP  GOLAR LNG PARTNERS LP COM UNIT LPI$43,000
-6.5%
3,0000.0%0.02%
-38.2%
BCSPRDCL  BARCLAYS BANK PLC ADR PFD SR 5adr pfd sr 5$41,000
-2.4%
1,5850.0%0.02%
-35.5%
ETR  ENTERGY CORP NEW COM$41,000
+2.5%
5000.0%0.02%
-33.3%
KHC  KRAFT HEINZ CO COM$40,000
-13.0%
7270.0%0.02%
-41.2%
DOCU  DOCUSIGN INC COM$38,000
-2.6%
7320.0%0.02%
-34.5%
BAX  BAXTER INTL INC COM$39,000
+5.4%
5000.0%0.02%
-32.1%
AMG  AFFILIATED MANAGERS GROUP COM$36,000
-7.7%
2630.0%0.02%
-37.9%
XEL  XCEL ENERGY INC COM$36,000
+2.9%
7670.0%0.02%
-30.8%
LMT  LOCKHEED MARTIN CORP COM$34,000
+17.2%
980.0%0.02%
-22.7%
NVDA  NVIDIA CORP COM$35,000
+20.7%
1230.0%0.02%
-22.7%
SQ  SQUARE INC CL Acl a$32,000
+60.0%
3260.0%0.02%
+6.7%
CEM  CLEARBRIDGE ENERGY MLP FD INC COM$32,000
+3.2%
2,1860.0%0.02%
-30.4%
FE  FIRSTENERGY CORP COM$30,000
+3.4%
8000.0%0.02%
-31.8%
ALL  ALLSTATE CORP COM$30,000
+7.1%
3020.0%0.02%
-28.6%
ESRX  EXPRESS SCRIPTS HLDG CO COM$30,000
+25.0%
3140.0%0.02%
-16.7%
ATVI  ACTIVISION BLIZZARD INC COM$28,000
+7.7%
3410.0%0.01%
-26.3%
XLRE  REAL ESTATE SELECT SECTOR SPDR FUNDrl est sel sec$27,0000.0%8200.0%0.01%
-35.0%
WMB  WILLIAMS COS INC DEL COM$27,0000.0%1,0000.0%0.01%
-35.0%
HI  HILLENBRAND INC COM$26,000
+8.3%
5000.0%0.01%
-27.8%
TXN  TEXAS INSTRS INC COM$25,0000.0%2300.0%0.01%
-36.8%
WDAY  WORKDAY INC CL Acl a$24,000
+20.0%
1670.0%0.01%
-20.0%
CE  CELANESE CORP DEL COM SER A$25,000
+4.2%
2190.0%0.01%
-33.3%
CAPL  CROSSAMERICA PARTNERS LP UT LTD PTN INTut ltd ptn int$25,000
+4.2%
1,3950.0%0.01%
-33.3%
ENR  ENERGIZER HLDGS INC NEW COM$25,000
-3.8%
4200.0%0.01%
-36.8%
GS  GOLDMAN SACHS GROUP INC COM$24,0000.0%1080.0%0.01%
-33.3%
PH  PARKER HANNIFIN CORP COM$23,000
+21.1%
1240.0%0.01%
-21.4%
BKNG  BOOKING HLDGS INC COM$22,0000.0%110.0%0.01%
-31.2%
AEP  AMERICAN ELEC PWR INC COM$21,000
+5.0%
2930.0%0.01%
-33.3%
ORCL  ORACLE CORP COM$21,000
+16.7%
4000.0%0.01%
-23.1%
MAR  MARRIOTT INTL INC NEW CL Acl a$20,000
+5.3%
1480.0%0.01%
-28.6%
LADR  LADDER CAP CORP CL Acl a$20,000
+11.1%
1,1480.0%0.01%
-23.1%
RH  RH COM$20,000
-4.8%
1500.0%0.01%
-37.5%
EPC  EDGEWELL PERS CARE CO COM$19,000
-9.5%
4200.0%0.01%
-43.8%
MS  MORGAN STANLEY COM NEW$19,000
-5.0%
4170.0%0.01%
-40.0%
WY  WEYERHAEUSER CO COM$19,000
-9.5%
5760.0%0.01%
-43.8%
BP  BP PLC SPONSORED ADRsponsored adr$18,0000.0%4000.0%0.01%
-30.8%
MUJ  BLACKROCK MUNIHLDGS NJ QLTY FD COM$18,0000.0%1,3900.0%0.01%
-30.8%
EQNR  EQUINOR ASA SPONSORED ADRsponsored adr$16,000
+6.7%
5600.0%0.01%
-27.3%
STZ  CONSTELLATION BRANDS INC CL Acl a$14,0000.0%640.0%0.01%
-30.0%
APRN  BLUE APRON HLDGS INC CL Acl a$15,000
-48.3%
8,5840.0%0.01%
-68.2%
SPGI  S&P GLOBAL INC COM$15,0000.0%750.0%0.01%
-36.4%
AGG  ISHARES CORE U.S. AGGREGATE BOND ETFcore us aggbd et$14,0000.0%1330.0%0.01%
-30.0%
IOO  ISHARES GLOBAL 100 ETFglobal 100 etf$15,000
+7.1%
3080.0%0.01%
-30.0%
DLR  DIGITAL RLTY TR INC COM$15,0000.0%1300.0%0.01%
-36.4%
BOMN  BOSTON OMAHA CORP COM$12,000
+50.0%
4000.0%0.01%0.0%
SPLK  SPLUNK INC COM$12,000
+20.0%
1000.0%0.01%
-14.3%
FFC  FLAHERTY&CRMN PFD SEC INCOM FD COM$13,0000.0%7000.0%0.01%
-40.0%
FLT  FLEETCOR TECHNOLOGIES INC COM$13,000
+8.3%
550.0%0.01%
-33.3%
RHT  RED HAT INC COM$13,0000.0%940.0%0.01%
-40.0%
AET  AETNA INC NEW COM$12,000
+9.1%
580.0%0.01%
-25.0%
BK  BANK NEW YORK MELLON CORP COM$13,0000.0%2500.0%0.01%
-40.0%
MDRIQ  MCDERMOTT INTL INC COM$12,000
-7.7%
6660.0%0.01%
-40.0%
STI  SUNTRUST BKS INC COM$13,0000.0%1970.0%0.01%
-40.0%
NZF  NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT$12,0000.0%8620.0%0.01%
-33.3%
SHPG  SHIRE PLC SPONSORED ADRsponsored adr$13,000
+8.3%
740.0%0.01%
-33.3%
FNB  FNB CORP PA COM$13,0000.0%1,0000.0%0.01%
-40.0%
GILD  GILEAD SCIENCES INC COM$10,000
+11.1%
1300.0%0.01%
-28.6%
ALB  ALBEMARLE CORP COM$10,000
+11.1%
990.0%0.01%
-28.6%
AABA  ALTABA INC COM$10,000
-9.1%
1500.0%0.01%
-37.5%
CFG  CITIZENS FINL GROUP INC COM$11,0000.0%2900.0%0.01%
-37.5%
CINF  CINCINNATI FINL CORP COM$11,000
+10.0%
1470.0%0.01%
-28.6%
TMO  THERMO FISHER SCIENTIFIC INC COM$11,000
+10.0%
470.0%0.01%
-28.6%
URI  UNITED RENTALS INC COM$10,000
+11.1%
600.0%0.01%
-28.6%
AGN  ALLERGAN PLC SHS$10,000
+11.1%
540.0%0.01%
-28.6%
DUK  DUKE ENERGY CORP NEW COM NEW$11,0000.0%1380.0%0.01%
-37.5%
WEC  WEC ENERGY GROUP INC COM$10,0000.0%1480.0%0.01%
-28.6%
MNST  MONSTER BEVERAGE CORP NEW COM$11,0000.0%1940.0%0.01%
-37.5%
EW  EDWARDS LIFESCIENCES CORP COM$10,000
+25.0%
550.0%0.01%
-16.7%
HSY  HERSHEY CO COM$10,000
+11.1%
1000.0%0.01%
-28.6%
A  AGILENT TECHNOLOGIES INC COM$8,000
+14.3%
1100.0%0.00%
-20.0%
HLT  HILTON WORLDWIDE HLDGS INC COM$8,0000.0%1000.0%0.00%
-33.3%
GD  GENERAL DYNAMICS CORP COM$8,0000.0%410.0%0.00%
-33.3%
PII  POLARIS INDS INC COM$8,000
-11.1%
760.0%0.00%
-42.9%
CBRL  CRACKER BARREL OLD CTRY STORE COM$9,0000.0%600.0%0.00%
-42.9%
SAM  BOSTON BEER INC CL Acl a$8,0000.0%270.0%0.00%
-33.3%
BERY  BERRY GLOBAL GROUP INC COM$8,0000.0%1680.0%0.00%
-33.3%
RCL  ROYAL CARIBBEAN CRUISES LTD COM$8,000
+33.3%
620.0%0.00%0.0%
MFGP  MICRO FOCUS INTERNATIONAL PLC SPON ADR NEWspon adr new$6,0000.0%3350.0%0.00%
-25.0%
TRI  THOMSON REUTERS CORP COM$7,000
+16.7%
1500.0%0.00%
-25.0%
AEE  AMEREN CORP COM$7,0000.0%1170.0%0.00%
-40.0%
CPB  CAMPBELL SOUP CO COM$6,000
-14.3%
1700.0%0.00%
-40.0%
TPX  TEMPUR SEALY INTL INC COM$6,000
+20.0%
1100.0%0.00%
-25.0%
LEN  LENNAR CORP CL Acl a$7,000
-12.5%
1530.0%0.00%
-50.0%
LRCX  LAM RESEARCH CORP COM$6,000
-14.3%
400.0%0.00%
-40.0%
TRN  TRINITY INDS INC COM$7,0000.0%2000.0%0.00%
-40.0%
FWONK  LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA$6,0000.0%1490.0%0.00%
-25.0%
FRC  FIRST REP BK SAN FRANCISCO CAL COM$6,0000.0%600.0%0.00%
-25.0%
IJS  ISHARES S&P SMALL-CAP 600 VALUE ETFsp smcp600vl etf$6,0000.0%350.0%0.00%
-25.0%
CTSH  COGNIZANT TECHNOLOGY SOLUTIONS CL Acl a$4,0000.0%500.0%0.00%
-33.3%
OCSL  OAKTREE SPECIALTY LENDING CORP COM$4,0000.0%7750.0%0.00%
-33.3%
EPI  WISDOMTREE INDIA EARNINGS FUNDindia erngs fd$5,0000.0%2000.0%0.00%
-50.0%
AMAT  APPLIED MATLS INC COM$4,000
-20.0%
1100.0%0.00%
-50.0%
WH  WYNDHAM HOTELS & RESORTS INC COM$4,0000.0%630.0%0.00%
-33.3%
FOX  TWENTY FIRST CENTY FOX INC CL Bcl b$4,0000.0%850.0%0.00%
-33.3%
UNP  UNION PAC CORP COM$5,0000.0%330.0%0.00%
-50.0%
BUD  ANHEUSER BUSCH INBEV SA/NV SPONSORED ADRsponsored adr$4,000
-20.0%
490.0%0.00%
-50.0%
LNG  CHENIERE ENERGY INC COM NEW$5,0000.0%730.0%0.00%
-50.0%
CARG  CARGURUS INC COM CL A$5,000
+66.7%
910.0%0.00%0.0%
FDS  FACTSET RESH SYS INC COM$2,000
+100.0%
70.0%0.00%0.0%
KMX  CARMAX INC COM$3,0000.0%390.0%0.00%
-50.0%
CC  CHEMOURS CO COM$2,0000.0%400.0%0.00%0.0%
CONE  CYRUSONE INC COM$3,0000.0%450.0%0.00%
-50.0%
BKSC  BANK SOUTH CAROLINA CORP COM$3,0000.0%1650.0%0.00%
-50.0%
DEO  DIAGEO P L C SPON ADR NEWspon adr new$2,0000.0%140.0%0.00%0.0%
BKR  BAKER HUGHES A GE CO CL Acl a$2,0000.0%480.0%0.00%0.0%
PK  PARK HOTELS RESORTS INC COM$2,0000.0%660.0%0.00%0.0%
NTRI  NUTRI SYS INC NEW COM$3,0000.0%890.0%0.00%
-50.0%
NEE  NEXTERA ENERGY INC COM$3,0000.0%150.0%0.00%
-50.0%
WYND  WYNDHAM DESTINATIONS INC COM$3,0000.0%630.0%0.00%
-50.0%
GNMX  AEVI GENOMIC MEDICINE INC COM$3,0000.0%2,4500.0%0.00%
-50.0%
INFO  IHS MARKIT LTD SHS$3,0000.0%520.0%0.00%
-50.0%
PEO  ADAM NAT RES FD INC COM$2,0000.0%870.0%0.00%0.0%
CDW  CDW CORP COM$2,0000.0%260.0%0.00%0.0%
ELY  CALLAWAY GOLF CO COM$0–10.0%0.00%–
MYD  BLACKROCK MUNIYIELD FD INC COM$0–50.0%0.00%–
PJT  PJT PARTNERS INC COM CL A$0–50.0%0.00%–
ASIX  ADVANSIX INC COM$0–40.0%0.00%–
AB  ALLIANCEBERNSTEIN HOLDING LP UNIT LTD PARTNunit ltd partn$0–160.0%0.00%–
DDD  3-D SYS CORP DEL COM NEW$0–200.0%0.00%–
VT  VANGUARD TOTAL WORLD STOCK INDEX FUNDtt wrld st etf$1,0000.0%70.0%0.00%
-100.0%
GPI  GROUP 1 AUTOMOTIVE INC COM$1,0000.0%140.0%0.00%
-100.0%
SYF  SYNCHRONY FINL COM$1,0000.0%200.0%0.00%
-100.0%
HGV  HILTON GRAND VACATIONS INC COM$1,0000.0%300.0%0.00%
-100.0%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2018-10-18
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
SPDR S&P MidCap 400 ETF Trust28Q3 202333.6%
SPDR S&P 500 ETF Trust28Q3 20238.0%
FULTON FINL CORP PA COM28Q3 20236.3%
VANGUARD S&P 500 ETF28Q3 20234.2%
APPLE INC COM28Q3 20234.1%
ISHARES TR28Q3 20234.0%
JOHNSON & JOHNSON COM28Q3 20233.0%
MICROSOFT CORP COM28Q3 20232.9%
ISHARES TR28Q3 20232.7%
ISHARES TR28Q3 20232.2%

View Legacy Advisors, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-04-30
13F-HR2024-02-12
13F-HR2023-11-14
13F-HR2023-07-20
13F-HR2023-05-01
13F-HR2023-02-01
13F-HR2022-11-09
13F-HR2022-07-25
13F-HR2022-05-11
13F-HR2022-02-14

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All filings

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