$148 Million is the total value of Legacy Advisors, LLC's 373 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 29.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MDY | Sell | SPDR S&P MIDCAP 400 ETFutser1 s&pdcrp | $18,296,000 | -47.5% | 51,598 | -48.8% | 12.37% | +9.4% |
| SPY | Sell | SPDR S&P 500 ETFtr unit | $8,976,000 | -45.7% | 30,634 | -47.6% | 6.07% | +13.1% |
| WTR | Sell | AQUA AMERICA INC COM | $6,380,000 | -43.2% | 154,215 | -50.0% | 4.31% | +18.2% |
| FULT | Sell | FULTON FINL CORP PA COM | $5,227,000 | -47.1% | 319,322 | -50.0% | 3.53% | +10.1% |
| VOO | Sell | VANGUARD S&P 500 ETF | $4,775,000 | -47.9% | 17,652 | -50.0% | 3.23% | +8.5% |
| IVV | Sell | ISHARES CORE S&P 500 ETFcore s&p500 etf | $4,317,000 | -61.4% | 14,646 | -62.7% | 2.92% | -19.6% |
| VXUS | Sell | VANGUARD TOTAL INTERNATIONAL STOCK ETFvg tl intl stk f | $3,832,000 | -55.7% | 72,643 | -56.4% | 2.59% | -7.7% |
| AAPL | Sell | APPLE INC COM | $3,397,000 | -47.9% | 17,162 | -50.0% | 2.30% | +8.6% |
| JNJ | Sell | JOHNSON & JOHNSON COM | $3,292,000 | -49.9% | 23,639 | -49.7% | 2.23% | +4.3% |
| FB | Sell | FACEBOOK INC CL Acl a | $2,823,000 | -43.5% | 14,629 | -51.2% | 1.91% | +17.7% |
| BABA | Sell | ALIBABA GROUP HLDG LTD SPONSORED ADSsponsored ads | $2,671,000 | -52.7% | 15,760 | -49.1% | 1.81% | -1.6% |
| IWB | Sell | ISHARES RUSSELL 1000 ETFrus 1000 etf | $2,418,000 | -48.3% | 14,853 | -50.0% | 1.64% | +7.8% |
| QQQ | Sell | INVESCO QQQ TRUSTunit ser 1 | $2,317,000 | -48.0% | 12,406 | -49.9% | 1.57% | +8.4% |
| IWF | Sell | ISHARES RUSSELL 1000 GROWTH ETFrus 1000 grw etf | $2,308,000 | -48.0% | 14,667 | -50.0% | 1.56% | +8.3% |
| DIS | Sell | DISNEY WALT CO COM DISNEY | $2,175,000 | -37.1% | 15,576 | -50.0% | 1.47% | +31.0% |
| BAC | Sell | BANK AMER CORP COM | $2,143,000 | -67.9% | 73,880 | -69.4% | 1.45% | -33.0% |
| MSFT | Sell | MICROSOFT CORP COM | $1,998,000 | -40.1% | 14,915 | -47.3% | 1.35% | +24.7% |
| CVX | Sell | CHEVRON CORP NEW COM | $1,867,000 | -48.5% | 15,006 | -49.0% | 1.26% | +7.3% |
| AMZN | Sell | AMAZON COM INC COM | $1,860,000 | -48.3% | 982 | -51.4% | 1.26% | +7.6% |
| XLK | Sell | TECHNOLOGY SELECT SECTOR SPDR FUNDtechnology | $1,792,000 | -47.1% | 22,963 | -49.8% | 1.21% | +10.2% |
| AXS | Sell | AXIS CAPITAL HOLDINGS LTD SHS | $1,790,000 | -67.5% | 30,000 | -70.2% | 1.21% | -32.4% |
| RGA | Sell | REINSURANCE GRP OF AMERICA INC COM NEW | $1,770,000 | -45.0% | 11,341 | -50.0% | 1.20% | +14.5% |
| XLP | Sell | CONSUMER STAPLES SELECT SECTOR SPDR FUNDsbi cons stpls | $1,709,000 | -47.9% | 29,434 | -49.6% | 1.16% | +8.6% |
| VFC | Sell | V F CORP COM | $1,665,000 | -49.8% | 19,064 | -50.0% | 1.13% | +4.6% |
| BA | Sell | BOEING CO COM | $1,490,000 | -50.8% | 4,093 | -48.4% | 1.01% | +2.5% |
| VTWO | Sell | VANGUARD RUSSELL 2000 ETFvng rus2000idx | $1,400,000 | -39.9% | 11,201 | -40.8% | 0.95% | +25.1% |
| IWD | Sell | ISHARES RUSSELL 1000 VALUE ETFrus 1000 val etf | $1,368,000 | -48.5% | 10,753 | -50.0% | 0.92% | +7.3% |
| LBAI | Sell | LAKELAND BANCORP INC COM | $1,331,000 | -22.8% | 82,436 | -28.6% | 0.90% | +60.7% |
| NJR | Sell | NEW JERSEY RES COM | $1,261,000 | -3.1% | 25,196 | -3.1% | 0.85% | +101.4% |
| MELI | Sell | MERCADOLIBRE INC COM | $1,224,000 | -39.7% | 2,000 | -50.0% | 0.83% | +25.5% |
| IWM | Sell | ISHARES RUSSELL 2000 ETFrussell 2000 etf | $1,097,000 | -60.9% | 7,053 | -61.5% | 0.74% | -18.5% |
| EFX | Sell | EQUIFAX INC COM | $1,058,000 | -42.9% | 7,823 | -50.0% | 0.72% | +18.8% |
| XOM | Sell | EXXON MOBIL CORP COM | $1,038,000 | -51.3% | 13,546 | -48.7% | 0.70% | +1.4% |
| CNTTQ | Sell | CANNTRUST HLDGS INC COM | $1,007,000 | -67.6% | 200,500 | -50.0% | 0.68% | -32.5% |
| GIL | Sell | GILDAN ACTIVEWEAR INC COM | $964,000 | -46.4% | 24,928 | -50.0% | 0.65% | +11.6% |
| JPM | Sell | JPMORGAN CHASE & CO COM | $930,000 | -42.7% | 8,315 | -48.1% | 0.63% | +19.6% |
| UPS | Sell | UNITED PARCEL SERVICE INC CL Bcl b | $894,000 | -39.7% | 8,661 | -34.7% | 0.60% | +25.6% |
| CNO | Sell | CNO FINL GROUP INC COM | $876,000 | -48.4% | 52,494 | -50.0% | 0.59% | +7.4% |
| NOW | Sell | SERVICENOW INC COM | $845,000 | -44.3% | 3,078 | -50.0% | 0.57% | +15.8% |
| XELB | Sell | XCEL BRANDS INC COM NEW | $820,000 | -56.8% | 565,725 | -49.3% | 0.55% | -9.9% |
| CMCSA | Sell | COMCAST CORP NEW CL Acl a | $812,000 | -51.0% | 19,213 | -53.7% | 0.55% | +2.0% |
| PEP | Sell | PEPSICO INC COM | $779,000 | -46.6% | 5,938 | -50.1% | 0.53% | +11.4% |
| XLV | Sell | HEALTH CARE SELECT SECTOR SPDR FUNDsbi healthcare | $753,000 | -49.3% | 8,128 | -49.8% | 0.51% | +5.6% |
| VYM | Sell | VANGUARD HIGH DIVIDEND YIELD ETFhigh div yld | $740,000 | -48.7% | 8,468 | -49.7% | 0.50% | +6.8% |
| ABC | Sell | AMERISOURCEBERGEN CORP COM | $682,000 | -53.9% | 8,000 | -57.0% | 0.46% | -4.0% |
| DIA | Sell | SPDR DOW JONES INDUSTRIAL AVERAGE ETFut ser 1 | $650,000 | -38.6% | 2,445 | -40.1% | 0.44% | +28.0% |
| MCD | Sell | MCDONALDS CORP COM | $625,000 | -45.4% | 3,011 | -50.0% | 0.42% | +14.0% |
| GOOGL | Sell | ALPHABET INC CAP STK CL Acap stk cl a | $596,000 | -49.8% | 550 | -45.5% | 0.40% | +4.4% |
| ETN | Sell | EATON CORP PLC SHS | $584,000 | -53.3% | 7,012 | -54.8% | 0.40% | -2.7% |
| AMGN | Sell | AMGEN INC COM | $579,000 | -57.9% | 3,141 | -56.6% | 0.39% | -12.3% |
| GE | Sell | GENERAL ELECTRIC CO COM | $575,000 | -52.6% | 54,770 | -54.9% | 0.39% | -1.3% |
| GOOG | Sell | ALPHABET INC CAP STK CL Ccap stk cl c | $573,000 | -58.5% | 530 | -54.9% | 0.39% | -13.6% |
| GLD | Sell | SPDR GOLD SHARES | $566,000 | -45.5% | 4,250 | -50.0% | 0.38% | +13.6% |
| NLY | Sell | ANNALY CAP MGMT INC COM | $567,000 | -51.5% | 62,050 | -47.0% | 0.38% | +0.8% |
| PFE | Sell | PFIZER INC COM | $556,000 | -53.5% | 12,842 | -54.4% | 0.38% | -3.1% |
| DD | New | DUPONT DE NEMOURS INC COM | $533,000 | – | 7,094 | +100.0% | 0.36% | – |
| SPOT | Sell | SPOTIFY TECHNOLOGY S A SHS | $526,000 | -47.3% | 3,594 | -50.0% | 0.36% | +9.9% |
| IBTX | Sell | INDEPENDENT BK GROUP INC COM | $487,000 | -46.4% | 8,859 | -50.0% | 0.33% | +11.5% |
| MRK | Sell | MERCK & CO INC COM | $484,000 | -55.8% | 5,735 | -56.4% | 0.33% | -7.9% |
| BMY | Sell | BRISTOL MYERS SQUIBB CO COM | $479,000 | -52.5% | 10,561 | -50.0% | 0.32% | -0.9% |
| VWO | Sell | VANGUARD FTSE EMERGING MARKETS ETFftse emr mkt etf | $461,000 | -49.9% | 10,847 | -49.9% | 0.31% | +4.3% |
| CVS | Sell | CVS HEALTH CORP COM | $428,000 | -55.4% | 7,848 | -55.9% | 0.29% | -7.4% |
| AAXJ | Sell | ISHARES MSCI ALL COUNTRY ASIA EX JAPAN INDEX FUNDmsci ac asia etf | $415,000 | -50.4% | 5,950 | -49.7% | 0.28% | +3.7% |
| KO | Sell | COCA COLA CO COM | $409,000 | -51.5% | 7,973 | -55.4% | 0.28% | +1.1% |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L P COM | $406,000 | -50.1% | 14,064 | -49.8% | 0.27% | +3.8% |
| WMT | Sell | WALMART INC COM | $404,000 | -49.2% | 3,657 | -54.9% | 0.27% | +5.8% |
| PNC | Buy | PNC FINL SVCS GROUP INC COM | $396,000 | +171.2% | 2,887 | +142.8% | 0.27% | +470.2% |
| AXP | Sell | AMERICAN EXPRESS CO COM | $392,000 | -30.2% | 3,175 | -38.3% | 0.26% | +45.6% |
| PG | Sell | PROCTER AND GAMBLE CO COM | $389,000 | -32.0% | 3,550 | -35.5% | 0.26% | +41.4% |
| ZBH | Sell | ZIMMER BIOMET HLDGS INC COM | $387,000 | -53.8% | 3,291 | -49.9% | 0.26% | -3.7% |
| PAYX | Sell | PAYCHEX INC COM | $388,000 | -48.7% | 4,710 | -50.0% | 0.26% | +6.9% |
| XLB | Sell | MATERIALS SELECT SECTOR SPDR FUNDsbi materials | $379,000 | -47.1% | 6,483 | -49.7% | 0.26% | +10.3% |
| CSCO | Sell | CISCO SYS INC COM | $377,000 | -39.0% | 6,887 | -39.9% | 0.26% | +26.9% |
| SBUX | Sell | STARBUCKS CORP COM | $366,000 | -54.9% | 4,363 | -60.0% | 0.25% | -6.4% |
| CHTR | Sell | CHARTER COMMUNICATIONS INC NEW CL Acl a | $366,000 | -43.0% | 925 | -50.0% | 0.25% | +18.8% |
| VZ | Sell | VERIZON COMMUNICATIONS INC COM | $356,000 | -56.6% | 6,234 | -55.0% | 0.24% | -9.4% |
| STON | Sell | STONEMOR PARTNERS L P COM UNITS INT | $355,000 | -70.8% | 161,302 | -50.0% | 0.24% | -39.2% |
| PEG | Sell | PUBLIC SVC ENTERPRISE GRP INC COM | $354,000 | -50.6% | 6,020 | -50.0% | 0.24% | +3.0% |
| DOW | New | DOW INC COM | $352,000 | – | 7,142 | +100.0% | 0.24% | – |
| IJH | Sell | ISHARES S&P MIDCAP FUNDcore s&p mcp etf | $348,000 | -48.7% | 1,789 | -50.0% | 0.24% | +6.8% |
| YUM | Sell | YUM BRANDS INC COM | $344,000 | -44.5% | 3,108 | -50.0% | 0.23% | +15.9% |
| IWR | Sell | ISHARES RUSSELL MID-CAP ETFrus mid cap etf | $330,000 | -48.3% | 5,904 | -50.0% | 0.22% | +7.7% |
| MO | Sell | ALTRIA GROUP INC COM | $329,000 | -66.3% | 6,827 | -59.9% | 0.22% | -30.0% |
| RPD | Sell | RAPID7 INC COM | $326,000 | -42.8% | 5,638 | -50.0% | 0.22% | +18.9% |
| KMI | Sell | KINDER MORGAN INC DEL COM | $320,000 | -47.7% | 15,311 | -50.0% | 0.22% | +8.5% |
| GWW | Sell | GRAINGER W W INC COM | $295,000 | -62.0% | 1,100 | -57.3% | 0.20% | -21.0% |
| SYY | Sell | SYSCO CORP COM | $283,000 | -47.0% | 4,000 | -50.0% | 0.19% | +10.4% |
| COP | Sell | CONOCOPHILLIPS COM | $281,000 | -58.4% | 4,610 | -54.4% | 0.19% | -13.2% |
| IWO | Sell | ISHARES RUSSELL 2000 GROWTH ETFrus 2000 grw etf | $281,000 | -48.9% | 1,399 | -50.0% | 0.19% | +6.1% |
| IEFA | Sell | ISHARES CORE MSCI EAFE ETFcore msci eafe | $277,000 | -49.6% | 4,518 | -50.0% | 0.19% | +4.5% |
| T | Sell | AT&T INC COM | $275,000 | -52.9% | 8,209 | -55.9% | 0.19% | -2.1% |
| VTR | Sell | VENTAS INC COM | $273,000 | -46.5% | 4,000 | -50.0% | 0.18% | +11.4% |
| PINS | New | PINTEREST INC CL Acl a | $271,000 | – | 9,970 | +100.0% | 0.18% | – |
| ET | Sell | ENERGY TRANSFER LP COM UT LTD PTN | $266,000 | -41.2% | 18,867 | -35.8% | 0.18% | +22.4% |
| LQD | Sell | ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETFiboxx inv cp etf | $258,000 | -47.8% | 2,076 | -50.0% | 0.17% | +8.8% |
| PPL | Sell | PPL CORP COM | $251,000 | -51.2% | 8,000 | -50.0% | 0.17% | +1.8% |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC COM | $246,000 | -56.8% | 4,500 | -50.0% | 0.17% | -10.3% |
| XLE | Sell | ENERGY SELECT SECTOR SPDR FUNDenergy | $241,000 | -51.6% | 3,777 | -49.9% | 0.16% | +0.6% |
| HUBS | Sell | HUBSPOT INC COM | $235,000 | -48.7% | 1,376 | -50.0% | 0.16% | +6.7% |
| ABT | Sell | ABBOTT LABS COM | $232,000 | -50.8% | 2,756 | -53.4% | 0.16% | +2.6% |
| MMM | Sell | 3M CO COM | $226,000 | -51.9% | 1,302 | -42.4% | 0.15% | 0.0% |
| MET | METLIFE INC COM | $221,000 | +16.9% | 4,450 | 0.0% | 0.15% | +144.3% | |
| PSX | Sell | PHILLIPS 66 COM | $216,000 | -50.7% | 2,305 | -50.0% | 0.15% | +2.8% |
| CTVA | New | CORTEVA INC COM | $210,000 | – | 7,094 | +100.0% | 0.14% | – |
| ADP | Sell | AUTOMATIC DATA PROCESSING INC COM | $208,000 | -58.9% | 1,250 | -60.3% | 0.14% | -14.0% |
| VB | New | VANGUARD SMALL-CAP INDEX FUNDsmall cp etf | $209,000 | – | 1,330 | +100.0% | 0.14% | – |
| TIP | Sell | ISHARES TIPS BOND ETFtips bd etf | $206,000 | -49.8% | 1,786 | -50.6% | 0.14% | +4.5% |
| AMT | AMERICAN TOWER CORP NEW COM | $204,000 | +3.6% | 1,000 | 0.0% | 0.14% | +115.6% | |
| WFCPRL | New | WELLS FARGO CO NEW PERP PFD CNV Aperp pfd cnv a | $203,000 | – | 149 | +100.0% | 0.14% | – |
| PM | Sell | PHILIP MORRIS INTL INC COM | $198,000 | -68.3% | 2,485 | -64.8% | 0.13% | -34.0% |
| ACN | Buy | ACCENTURE PLC IRELAND SHS CLASS A | $194,000 | +76.4% | 1,051 | +68.2% | 0.13% | +263.9% |
| ONDK | Sell | ON DECK CAP INC COM | $192,000 | -61.8% | 46,343 | -50.0% | 0.13% | -20.2% |
| IYM | Buy | ISHARES U.S. BASIC MATERIALS ETFu.s. bas mtl etf | $189,000 | +4.4% | 1,993 | +0.6% | 0.13% | +116.9% |
| NBB | New | NUVEEN TAXABLE MUNICPL INCM FD COM | $188,000 | – | 8,802 | +100.0% | 0.13% | – |
| SEIC | SEI INVESTMENTS CO COM | $188,000 | +7.4% | 3,354 | 0.0% | 0.13% | +122.8% | |
| HD | Buy | HOME DEPOT INC COM | $186,000 | +61.7% | 892 | +49.4% | 0.13% | +240.5% |
| EEM | ISHARES MSCI EMERGING MARKETS ETFmsci emg mkt etf | $185,000 | 0.0% | 4,300 | 0.0% | 0.12% | +108.3% | |
| VTV | Sell | VANGUARD VALUE INDEX FUNDvalue etf | $176,000 | +1.7% | 1,575 | -1.4% | 0.12% | +112.5% |
| IWN | Sell | ISHARES RUSSELL 2000 VALUE ETFrus 2000 val etf | $168,000 | +0.6% | 1,391 | -0.2% | 0.11% | +111.1% |
| EFA | Buy | ISHARES MSCI EAFE ETFmsci eafe etf | $168,000 | +3.1% | 2,562 | +1.9% | 0.11% | +115.1% |
| LLY | Buy | LILLY ELI & CO COM | $162,000 | +47.3% | 1,466 | +73.3% | 0.11% | +205.6% |
| ARCC | ARES CAP CORP COM | $163,000 | +5.2% | 9,060 | 0.0% | 0.11% | +120.0% | |
| TJX | Buy | TJX COS INC NEW COM | $160,000 | +73.9% | 3,026 | +75.3% | 0.11% | +260.0% |
| RSP | Buy | INVESCO S&P 500 EQUAL WEIGHT ETFs&p500 eql wgt | $158,000 | +3.9% | 1,462 | +0.4% | 0.11% | +118.4% |
| TIF | TIFFANY & CO NEW COM | $152,000 | -11.1% | 1,618 | 0.0% | 0.10% | +83.9% | |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETFs&p mc 400gr etf | $151,000 | +3.4% | 668 | 0.0% | 0.10% | +117.0% | |
| USB | Buy | US BANCORP DEL COM NEW | $150,000 | +40.2% | 2,857 | +28.8% | 0.10% | +188.6% |
| UNH | Sell | UNITEDHEALTH GROUP INC COM | $148,000 | -70.4% | 606 | -70.1% | 0.10% | -38.3% |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETFrus mdcp val etf | $145,000 | +2.8% | 1,626 | 0.0% | 0.10% | +113.0% | |
| DVY | Sell | ISHARES SELECT DIVIDEND ETFselect divid etf | $142,000 | -4.1% | 1,424 | -5.3% | 0.10% | +100.0% |
| CL | Buy | COLGATE PALMOLIVE CO COM | $142,000 | +89.3% | 1,987 | +82.8% | 0.10% | +300.0% |
| MDT | Buy | MEDTRONIC PLC SHS | $141,000 | +41.0% | 1,450 | +31.8% | 0.10% | +196.9% |
| BLK | Buy | BLACKROCK INC COM | $141,000 | +76.2% | 300 | +59.6% | 0.10% | +265.4% |
| YUMC | YUM CHINA HLDGS INC COM | $141,000 | +2.9% | 3,043 | 0.0% | 0.10% | +115.9% | |
| XLF | FINANCIAL SELECT SECTOR SPDR FUNDsbi int-finl | $139,000 | +7.8% | 5,027 | 0.0% | 0.09% | +123.8% | |
| VGT | Buy | VANGUARD INFORMATION TECHNOLOGY INDEX FUNDinf tech etf | $137,000 | +5.4% | 650 | +0.2% | 0.09% | +121.4% |
| UGI | UGI CORP NEW COM | $137,000 | -3.5% | 2,551 | 0.0% | 0.09% | +102.2% | |
| TM | TOYOTA MOTOR CORP SP ADR REP2COM | $136,000 | +4.6% | 1,098 | 0.0% | 0.09% | +119.0% | |
| CCI | CROWN CASTLE INTL CORP NEW COM | $130,000 | +1.6% | 1,000 | 0.0% | 0.09% | +109.5% | |
| V | Sell | VISA INC COM CL A | $130,000 | -23.5% | 750 | -31.0% | 0.09% | +60.0% |
| RTN | Buy | RAYTHEON CO COM NEW | $129,000 | +69.7% | 740 | +76.6% | 0.09% | +248.0% |
| INTC | Buy | INTEL CORP COM | $128,000 | -11.1% | 2,679 | +0.1% | 0.09% | +85.1% |
| BIDU | Sell | BAIDU INC SPON ADR REP Aspon adr rep a | $127,000 | -89.3% | 1,085 | -84.9% | 0.09% | -77.6% |
| KMB | KIMBERLY CLARK CORP COM | $127,000 | +7.6% | 945 | 0.0% | 0.09% | +126.3% | |
| JD | JD COM INC SPON ADR CL Aspon adr cl a | $126,000 | +0.8% | 4,162 | 0.0% | 0.08% | +107.3% | |
| MGA | MAGNA INTL INC COM | $124,000 | +1.6% | 2,500 | 0.0% | 0.08% | +110.0% | |
| QCOM | Buy | QUALCOMM INC COM | $123,000 | +207.5% | 1,613 | +130.4% | 0.08% | +538.5% |
| GDX | VANECK VECTORS GOLD MINERS ETFgold miners etf | $123,000 | +13.9% | 4,808 | 0.0% | 0.08% | +137.1% | |
| PRU | PRUDENTIAL FINL INC COM | $121,000 | +10.0% | 1,200 | 0.0% | 0.08% | +127.8% | |
| BAX | Buy | BAXTER INTL INC COM | $122,000 | +35.6% | 1,483 | +34.8% | 0.08% | +182.8% |
| CPRT | COPART INC COM | $122,000 | +23.2% | 1,632 | 0.0% | 0.08% | +156.2% | |
| BDX | BECTON DICKINSON & CO COM | $115,000 | +0.9% | 457 | 0.0% | 0.08% | +110.8% | |
| K | Buy | KELLOGG CO COM | $114,000 | -5.8% | 2,133 | +1.0% | 0.08% | +97.4% |
| ORCL | Buy | ORACLE CORP COM | $113,000 | +438.1% | 1,980 | +395.0% | 0.08% | +985.7% |
| MASI | MASIMO CORP COM | $111,000 | +7.8% | 745 | 0.0% | 0.08% | +127.3% | |
| MDLZ | MONDELEZ INTL INC CL Acl a | $109,000 | +7.9% | 2,028 | 0.0% | 0.07% | +124.2% | |
| CME | CME GROUP INC COM CL A | $108,000 | +17.4% | 558 | 0.0% | 0.07% | +143.3% | |
| WFC | Buy | WELLS FARGO CO NEW COM | $105,000 | +84.2% | 2,220 | +89.7% | 0.07% | +273.7% |
| CCL | Sell | CARNIVAL CORP PAIRED CTFunit 99/99/9999 | $105,000 | -10.3% | 2,257 | -1.8% | 0.07% | +86.8% |
| MMP | Buy | MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP | $102,000 | +6.2% | 1,600 | +0.9% | 0.07% | +122.6% |
| UNP | UNION PACIFIC CORP COM | $101,000 | +1.0% | 600 | 0.0% | 0.07% | +112.5% | |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS COM | $101,000 | -1.9% | 731 | +0.1% | 0.07% | +106.1% |
| BACPRL | New | BANK AMER CORP7.25%cnv pfd l | $96,000 | – | 70 | +100.0% | 0.06% | – |
| RDI | READING INTERNATIONAL INC CL Acl a | $95,000 | -18.8% | 7,350 | 0.0% | 0.06% | +68.4% | |
| LOB | LIVE OAK BANCSHARES INC COM | $94,000 | +17.5% | 5,500 | 0.0% | 0.06% | +146.2% | |
| MA | Buy | MASTERCARD INC CL Acl a | $93,000 | +86.0% | 350 | +65.9% | 0.06% | +293.8% |
| MPW | MEDICAL PPTYS TRUST INC COM | $88,000 | -5.4% | 5,000 | 0.0% | 0.06% | +96.7% | |
| GM | GENERAL MTRS CO COM | $85,000 | +3.7% | 2,203 | 0.0% | 0.06% | +111.1% | |
| APH | New | AMPHENOL CORP NEW CL Acl a | $82,000 | – | 854 | +100.0% | 0.06% | – |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUNDtotal stk mkt | $81,000 | +3.8% | 542 | 0.0% | 0.06% | +120.0% | |
| NVG | NUVEEN AMT FREE MUN CR INC FD COM | $82,000 | +5.1% | 5,151 | 0.0% | 0.06% | +120.0% | |
| RDSB | New | ROYAL DUTCH SHELL PLC SPON ADR Bspon adr b | $80,000 | – | 1,219 | +100.0% | 0.05% | – |
| CB | Buy | CHUBB LIMITED COM | $78,000 | +116.7% | 530 | +103.8% | 0.05% | +341.7% |
| RWR | SPDR DOW JONES REIT ETFdj reit etf | $79,000 | 0.0% | 795 | 0.0% | 0.05% | +103.8% | |
| RIO | RIO TINTO PLC SPONSORED ADRsponsored adr | $78,000 | +5.4% | 1,250 | 0.0% | 0.05% | +120.8% | |
| HON | Buy | HONEYWELL INTL INC COM | $79,000 | +23.4% | 450 | +11.7% | 0.05% | +152.4% |
| KURA | KURA ONCOLOGY INC COM | $77,000 | +18.5% | 3,900 | 0.0% | 0.05% | +147.6% | |
| MU | MICRON TECHNOLOGY INC COM | $77,000 | -7.2% | 2,000 | 0.0% | 0.05% | +92.6% | |
| MPLX | Buy | MPLX LP COM UNIT REP LTD | $75,000 | +70.5% | 2,325 | +75.5% | 0.05% | +264.3% |
| KTB | New | KONTOOR BRANDS INC COM | $76,000 | – | 2,722 | +100.0% | 0.05% | – |
| ABBV | Sell | ABBVIE INC COM | $75,000 | -11.8% | 1,029 | -2.6% | 0.05% | +82.1% |
| DLTR | New | DOLLAR TREE INC COM | $76,000 | – | 705 | +100.0% | 0.05% | – |
| USO | UNITED STATES OIL FUND, LPunits | $73,000 | -3.9% | 6,060 | 0.0% | 0.05% | +96.0% | |
| MTB | M & T BK CORP COM | $71,000 | +7.6% | 420 | 0.0% | 0.05% | +128.6% | |
| TRMK | TRUSTMARK CORP COM | $67,000 | 0.0% | 2,000 | 0.0% | 0.04% | +104.5% | |
| FNV | FRANCO NEVADA CORP COM | $65,000 | +12.1% | 770 | 0.0% | 0.04% | +131.6% | |
| WEC | WEC ENERGY GROUP INC COM | $62,000 | +5.1% | 748 | 0.0% | 0.04% | +121.1% | |
| USCI | New | UNITED STATES COMMODITY INDEX FUND | $62,000 | – | 1,690 | +100.0% | 0.04% | – |
| DOV | DOVER CORP COM | $60,000 | +7.1% | 600 | 0.0% | 0.04% | +127.8% | |
| TROW | Sell | PRICE T ROWE GROUP INC COM | $60,000 | -36.8% | 550 | -42.1% | 0.04% | +32.3% |
| GPS | GAP INC COM | $61,000 | -30.7% | 3,375 | 0.0% | 0.04% | +41.4% | |
| PPG | PPG INDS INC COM | $58,000 | +3.6% | 500 | 0.0% | 0.04% | +116.7% | |
| IWV | Buy | ISHARES RUSSELL 3000 ETFrussell 3000 etf | $58,000 | +3.6% | 339 | +0.3% | 0.04% | +116.7% |
| ADX | ADAMS DIVERSIFIED EQUITY FD COM | $58,000 | +7.4% | 3,750 | 0.0% | 0.04% | +116.7% | |
| MFC | MANULIFE FINL CORP COM | $56,000 | +7.7% | 3,086 | 0.0% | 0.04% | +123.5% | |
| CAH | CARDINAL HEALTH INC COM | $56,000 | -1.8% | 1,186 | 0.0% | 0.04% | +100.0% | |
| BKNG | Buy | BOOKING HLDGS INC COM | $56,000 | +194.7% | 30 | +172.7% | 0.04% | +533.3% |
| F | Sell | FORD MTR CO DEL COM | $55,000 | -89.5% | 5,340 | -91.1% | 0.04% | -78.2% |
| AMP | AMERIPRISE FINL INC COM | $54,000 | +14.9% | 369 | 0.0% | 0.04% | +146.7% | |
| AME | New | AMETEK INC NEW COM | $55,000 | – | 600 | +100.0% | 0.04% | – |
| DEO | DIAGEO P L C SPON ADR NEWspon adr new | $53,000 | +3.9% | 310 | 0.0% | 0.04% | +111.8% | |
| HRC | Sell | HILL ROM HLDGS INC COM | $52,000 | -25.7% | 500 | -24.8% | 0.04% | +52.2% |
| LMST | LIMESTONE BANCORP INC COM | $50,000 | +2.0% | 3,260 | 0.0% | 0.03% | +112.5% | |
| PANW | PALO ALTO NETWORKS INC COM | $51,000 | -16.4% | 250 | 0.0% | 0.03% | +70.0% | |
| IWP | Sell | ISHARES RUSSELL MID-CAP GROWTH ETFrus md cp gr etf | $50,000 | +2.0% | 354 | -1.1% | 0.03% | +112.5% |
| ETR | ENTERGY CORP NEW COM | $51,000 | +6.2% | 500 | 0.0% | 0.03% | +112.5% | |
| DHR | Sell | DANAHER CORPORATION COM | $50,000 | -9.1% | 350 | -16.5% | 0.03% | +88.9% |
| AZN | New | ASTRAZENECA PLC SPONSORED ADRsponsored adr | $48,000 | – | 1,160 | +100.0% | 0.03% | – |
| CAT | CATERPILLAR INC DEL COM | $47,000 | 0.0% | 345 | 0.0% | 0.03% | +113.3% | |
| PH | Buy | PARKER HANNIFIN CORP COM | $47,000 | +123.8% | 274 | +121.0% | 0.03% | +357.1% |
| LDOS | LEIDOS HLDGS INC COM | $46,000 | +24.3% | 575 | 0.0% | 0.03% | +158.3% | |
| COST | Sell | COSTCO WHSL CORP NEW COM | $46,000 | -16.4% | 175 | -23.6% | 0.03% | +72.2% |
| AMLP | ALERIAN MLP ETFalerian mlp | $43,000 | -2.3% | 4,400 | 0.0% | 0.03% | +107.1% | |
| XEL | Sell | XCEL ENERGY INC COM | $43,000 | 0.0% | 731 | -4.7% | 0.03% | +107.1% |
| OI | OWENS ILL INC COM NEW | $43,000 | -10.4% | 2,515 | 0.0% | 0.03% | +81.2% | |
| CLR | CONTINENTAL RESOURCES INC COM | $42,000 | -6.7% | 1,000 | 0.0% | 0.03% | +86.7% | |
| NOK | NOKIA CORP SPONSORED ADRsponsored adr | $41,000 | -10.9% | 8,118 | 0.0% | 0.03% | +86.7% | |
| ORTX | ORCHARD THERAPEUTICS PLC ADSads | $41,000 | -22.6% | 2,950 | 0.0% | 0.03% | +64.7% | |
| EMR | EMERSON ELEC CO COM | $40,000 | -2.4% | 600 | 0.0% | 0.03% | +107.7% | |
| PHG | KONINKLIJKE PHILIPS N V NY REG SH NEWny reg sh new | $40,000 | +8.1% | 915 | 0.0% | 0.03% | +125.0% | |
| TEL | TE CONNECTIVITY LTD REG SHS | $39,000 | +18.2% | 405 | 0.0% | 0.03% | +136.4% | |
| NVS | NOVARTIS A G SPONSORED ADRsponsored adr | $37,000 | -2.6% | 400 | 0.0% | 0.02% | +108.3% | |
| GILD | New | GILEAD SCIENCES INC COM | $37,000 | – | 550 | +100.0% | 0.02% | – |
| XLRE | REAL ESTATE SELECT SECTOR SPDR FUNDrl est sel sec | $37,000 | 0.0% | 1,014 | 0.0% | 0.02% | +108.3% | |
| LMT | Sell | LOCKHEED MARTIN CORP COM | $36,000 | -30.8% | 98 | -43.4% | 0.02% | +41.2% |
| MAT | MATTEL INC COM | $34,000 | -12.8% | 3,000 | 0.0% | 0.02% | +76.9% | |
| NEE | Buy | NEXTERA ENERGY INC COM | $34,000 | +1033.3% | 165 | +1000.0% | 0.02% | +2200.0% |
| KKR | KKR & CO INC CL Acl a | $32,000 | +10.3% | 1,250 | 0.0% | 0.02% | +144.4% | |
| LH | New | LABORATORY CORP AMER HLDGS COM NEW | $33,000 | – | 191 | +100.0% | 0.02% | – |
| MCHP | Sell | MICROCHIP TECHNOLOGY INC COM | $32,000 | -61.0% | 374 | -62.1% | 0.02% | -18.5% |
| SPG | SIMON PPTY GROUP INC NEW COM | $32,000 | -11.1% | 200 | 0.0% | 0.02% | +83.3% | |
| BANC | BANC OF CALIFORNIA INC COM | $32,000 | +3.2% | 2,251 | 0.0% | 0.02% | +120.0% | |
| ALL | ALLSTATE CORP COM | $31,000 | +6.9% | 302 | 0.0% | 0.02% | +133.3% | |
| OXY | Sell | OCCIDENTAL PETE CORP COM | $30,000 | -40.0% | 600 | -21.3% | 0.02% | +25.0% |
| FE | Sell | FIRSTENERGY CORP COM | $30,000 | -9.1% | 700 | -12.5% | 0.02% | +81.8% |
| WMB | WILLIAMS COS INC DEL COM | $28,000 | -3.4% | 1,000 | 0.0% | 0.02% | +111.1% | |
| GNR | New | SPDR S&P GLOBAL NATURAL RESOURCES ETFglb nat resrce | $28,000 | – | 600 | +100.0% | 0.02% | – |
| UBER | New | UBER TECHNOLOGIES INC COM | $26,000 | – | 566 | +100.0% | 0.02% | – |
| VMC | VULCAN MATLS CO COM | $27,000 | +12.5% | 200 | 0.0% | 0.02% | +125.0% | |
| AEP | AMERICAN ELEC PWR CO INC COM | $26,000 | +4.0% | 293 | 0.0% | 0.02% | +125.0% | |
| CEM | CLEARBRIDGE MLP AND MIDSTRM FD COM | $26,000 | -7.1% | 2,186 | 0.0% | 0.02% | +100.0% | |
| ULTA | New | ULTA BEAUTY INC COM | $26,000 | – | 75 | +100.0% | 0.02% | – |
| SQ | SQUARE INC CL Acl a | $26,000 | -3.7% | 360 | 0.0% | 0.02% | +100.0% | |
| IJS | Buy | ISHARES S&P SMALL-CAP 600 VALUE ETFsp smcp600vl etf | $24,000 | +380.0% | 160 | +357.1% | 0.02% | +700.0% |
| IJT | New | ISHARES S&P SMALL-CAP 600 GROWTH ETFs&p sml 600 gwt | $23,000 | – | 126 | +100.0% | 0.02% | – |
| WAB | WABTEC CORP COM | $23,000 | -4.2% | 323 | 0.0% | 0.02% | +100.0% | |
| WM | WASTE MGMT INC DEL COM | $23,000 | +9.5% | 200 | 0.0% | 0.02% | +128.6% | |
| WORK | New | SLACK TECHNOLOGIES INC COM CL A | $23,000 | – | 616 | +100.0% | 0.02% | – |
| CAG | Sell | CONAGRA BRANDS INC COM | $23,000 | -67.6% | 864 | -66.5% | 0.02% | -30.4% |
| CE | CELANESE CORP DEL COM | $24,000 | +9.1% | 219 | 0.0% | 0.02% | +128.6% | |
| WDAY | WORKDAY INC CL Acl a | $23,000 | +4.5% | 113 | 0.0% | 0.02% | +128.6% | |
| SNN | New | SMITH & NEPHEW PLC SPDN ADR NEWspdn adr new | $22,000 | – | 500 | +100.0% | 0.02% | – |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETFcore msci emkt | $21,000 | 0.0% | 405 | 0.0% | 0.01% | +100.0% | |
| HI | HILLENBRAND INC COM | $20,000 | -4.8% | 500 | 0.0% | 0.01% | +100.0% | |
| SLB | Buy | SCHLUMBERGER LTD COM | $20,000 | +400.0% | 500 | +400.0% | 0.01% | +1300.0% |
| LADR | LADDER CAP CORP CL Acl a | $20,000 | -4.8% | 1,187 | 0.0% | 0.01% | +100.0% | |
| VIS | VANGUARD INDUSTRIALS INDEX FUNDindustrial etf | $20,000 | +5.3% | 135 | 0.0% | 0.01% | +133.3% | |
| PHO | INVESCO WATER RESOURCES ETFwater res etf | $21,000 | +5.0% | 600 | 0.0% | 0.01% | +133.3% | |
| TWTR | Sell | TWITTER INC COM | $20,000 | -63.6% | 561 | -66.5% | 0.01% | -22.2% |
| AMG | AFFILIATED MANAGERS GROUP INC COM | $21,000 | -12.5% | 225 | 0.0% | 0.01% | +75.0% | |
| MAR | MARRIOTT INTL INC NEW CL Acl a | $21,000 | +10.5% | 148 | 0.0% | 0.01% | +133.3% | |
| IR | INGERSOLL-RAND PLC SHS | $20,000 | +17.6% | 161 | 0.0% | 0.01% | +133.3% | |
| MUJ | BLACKROCK MUNIHLDGS NJ QLTY FD COM | $19,000 | 0.0% | 1,390 | 0.0% | 0.01% | +116.7% | |
| INST | New | INSTRUCTURE INC COM | $19,000 | – | 445 | +100.0% | 0.01% | – |
| FEX | FIRST TRUST LARGE CAP CORE ALPHADEX FUND | $18,000 | +5.9% | 289 | 0.0% | 0.01% | +100.0% | |
| CELG | Buy | CELGENE CORP COM | $18,000 | +28.6% | 200 | +31.6% | 0.01% | +140.0% |
| RHT | RED HAT INC COM | $18,000 | +5.9% | 94 | 0.0% | 0.01% | +100.0% | |
| AFL | Sell | AFLAC INC COM | $16,000 | -78.9% | 288 | -81.0% | 0.01% | -56.0% |
| C | Sell | CITIGROUP INC COM NEW | $16,000 | -33.3% | 235 | -38.5% | 0.01% | +37.5% |
| DE | DEERE & CO COM | $17,000 | +6.2% | 100 | 0.0% | 0.01% | +120.0% | |
| ENR | ENERGIZER HLDGS INC NEW COM | $16,000 | -15.8% | 420 | 0.0% | 0.01% | +83.3% | |
| KHC | Sell | KRAFT HEINZ CO COM | $17,000 | -97.6% | 552 | -97.5% | 0.01% | -95.2% |
| NUV | NUVEEN MUN VALUE FD INC COM | $16,000 | 0.0% | 1,562 | 0.0% | 0.01% | +120.0% | |
| OMC | Sell | OMNICOM GROUP INC COM | $16,000 | -70.9% | 200 | -73.7% | 0.01% | -38.9% |
| TSLA | Sell | TESLA INC COM | $16,000 | -50.0% | 70 | -38.1% | 0.01% | +10.0% |
| VUG | Sell | VANGUARD GROWTH INDEX FUNDgrowth etf | $16,000 | -11.1% | 100 | -12.3% | 0.01% | +83.3% |
| IOO | ISHARES GLOBAL 100 ETFglobal 100 etf | $15,000 | 0.0% | 308 | 0.0% | 0.01% | +100.0% | |
| ZM | New | ZOOM VIDEO COMMUNICATIONS INC CL Acl a | $15,000 | – | 166 | +100.0% | 0.01% | – |
| FLT | FLEETCOR TECHNOLOGIES INC COM | $15,000 | +7.1% | 55 | 0.0% | 0.01% | +100.0% | |
| DLR | DIGITAL RLTY TR INC COM | $15,000 | 0.0% | 130 | 0.0% | 0.01% | +100.0% | |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETFcore us aggbd et | $15,000 | 0.0% | 133 | 0.0% | 0.01% | +100.0% | |
| CINF | CINCINNATI FINL CORP COM | $15,000 | +15.4% | 147 | 0.0% | 0.01% | +150.0% | |
| VDC | VANGUARD CONSUMER STAPLES INDEX FUNDconsum stp etf | $14,000 | 0.0% | 95 | 0.0% | 0.01% | +80.0% | |
| HSY | HERSHEY CO COM | $13,000 | +18.2% | 100 | 0.0% | 0.01% | +125.0% | |
| MBB | Sell | ISHARES MBS ETFmbs etf | $14,000 | -26.3% | 126 | -31.1% | 0.01% | +50.0% |
| FFC | FLAHERTY&CRMN PFD SEC INCOM FD COM | $14,000 | +7.7% | 700 | 0.0% | 0.01% | +125.0% | |
| NZF | NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT | $14,000 | +7.7% | 862 | 0.0% | 0.01% | +125.0% | |
| BIV | VANGUARD INTERMEDIATE-TERM BOND INDEX FUNDintermed term | $13,000 | 0.0% | 154 | 0.0% | 0.01% | +125.0% | |
| NTRS | New | NORTHERN TR CORP COM | $14,000 | – | 150 | +100.0% | 0.01% | – |
| SPLK | SPLUNK INC COM | $13,000 | +8.3% | 100 | 0.0% | 0.01% | +125.0% | |
| DUK | DUKE ENERGY CORP NEW COM NEW | $12,000 | 0.0% | 138 | 0.0% | 0.01% | +100.0% | |
| IVZ | New | INVESCO LTD SHS | $12,000 | – | 600 | +100.0% | 0.01% | – |
| BSV | Sell | VANGUARD SHORT-TERM BOND INDEX FUNDshort trm bond | $12,000 | -99.8% | 143 | -99.8% | 0.01% | -99.6% |
| FNB | FNB CORP PA COM | $12,000 | +9.1% | 1,000 | 0.0% | 0.01% | +100.0% | |
| XLY | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDsbi cons discr | $12,000 | 0.0% | 104 | 0.0% | 0.01% | +100.0% | |
| AB | ALLIANCEBERNSTEIN HOLDING LP UNIT LTD PARTNunit ltd partn | $10,000 | 0.0% | 352 | 0.0% | 0.01% | +133.3% | |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $10,000 | +25.0% | 100 | 0.0% | 0.01% | +133.3% | |
| SAM | BOSTON BEER INC CL Acl a | $10,000 | +25.0% | 27 | 0.0% | 0.01% | +133.3% | |
| EPC | EDGEWELL PERS CARE CO COM | $11,000 | -38.9% | 420 | 0.0% | 0.01% | +16.7% | |
| CBRL | Sell | CRACKER BARREL OLD CTRY STORE COM | $10,000 | -37.5% | 60 | -39.4% | 0.01% | +40.0% |
| UTX | Sell | UNITED TECHNOLOGIES CORP COM | $10,000 | -87.7% | 75 | -88.0% | 0.01% | -73.1% |
| CFG | CITIZENS FINL GROUP INC COM | $10,000 | +11.1% | 290 | 0.0% | 0.01% | +133.3% | |
| AABA | ALTABA INC COM | $10,000 | -9.1% | 150 | 0.0% | 0.01% | +75.0% | |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $11,000 | +10.0% | 95 | 0.0% | 0.01% | +133.3% | |
| TRV | TRAVELERS COMPANIES INC COM | $11,000 | +10.0% | 75 | 0.0% | 0.01% | +133.3% | |
| BERY | BERRY GLOBAL GROUP INC COM | $9,000 | 0.0% | 168 | 0.0% | 0.01% | +100.0% | |
| TRI | THOMSON REUTERS CORP COM NEW | $9,000 | +12.5% | 136 | 0.0% | 0.01% | +100.0% | |
| FRAF | New | FRANKLIN FINL SVCS CORP COM | $9,000 | – | 241 | +100.0% | 0.01% | – |
| BOMN | BOSTON OMAHA CORP COM | $9,000 | -10.0% | 400 | 0.0% | 0.01% | +100.0% | |
| DFS | DISCOVER FINL SVCS COM | $8,000 | +14.3% | 97 | 0.0% | 0.01% | +150.0% | |
| RCL | ROYAL CARIBBEAN CRUISES LTD COM | $8,000 | +14.3% | 62 | 0.0% | 0.01% | +150.0% | |
| A | AGILENT TECHNOLOGIES INC COM | $8,000 | -11.1% | 110 | 0.0% | 0.01% | +66.7% | |
| New | MICRO FOCUS INTERNATIONAL PLC SPON ADR NEWspon adr new | $7,000 | – | 277 | +100.0% | 0.01% | – | |
| SNAP | SNAP INC CL Acl a | $7,000 | +16.7% | 500 | 0.0% | 0.01% | +150.0% | |
| LRCX | LAM RESEARCH CORP COM | $8,000 | +14.3% | 40 | 0.0% | 0.01% | +150.0% | |
| URI | UNITED RENTALS INC COM | $8,000 | +14.3% | 60 | 0.0% | 0.01% | +150.0% | |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUNDdj internt idx | $8,000 | 0.0% | 58 | 0.0% | 0.01% | +66.7% | |
| ALB | ALBEMARLE CORP COM | $7,000 | -12.5% | 99 | 0.0% | 0.01% | +66.7% | |
| CPB | CAMPBELL SOUP CO COM | $7,000 | +16.7% | 170 | 0.0% | 0.01% | +150.0% | |
| VAW | VANGUARD MATERIALS INDEX FUNDmaterials etf | $8,000 | +14.3% | 60 | 0.0% | 0.01% | +150.0% | |
| MDRIQ | MCDERMOTT INTL INC COM | $6,000 | +20.0% | 666 | 0.0% | 0.00% | +100.0% | |
| IBB | ISHARES NASDAQ BIOTECHNOLOGY INDEX FUNDnasdaq biotech | $6,000 | 0.0% | 58 | 0.0% | 0.00% | +100.0% | |
| BBBY | BED BATH & BEYOND INC COM | $6,000 | -25.0% | 500 | 0.0% | 0.00% | +33.3% | |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF3 7 yr treas bd | $6,000 | 0.0% | 48 | 0.0% | 0.00% | +100.0% | |
| CGC | CANOPY GROWTH CORP COM | $4,000 | 0.0% | 100 | 0.0% | 0.00% | +200.0% | |
| ALC | New | ALCON INC ORD SHS | $5,000 | – | 80 | +100.0% | 0.00% | – |
| NFLX | Sell | NETFLIX INC COM | $4,000 | -94.1% | 10 | -94.7% | 0.00% | -86.4% |
| ELAN | New | ELANCO ANIMAL HEALTH INC COM | $5,000 | – | 139 | +100.0% | 0.00% | – |
| WH | WYNDHAM HOTELS & RESORTS INC COM | $4,000 | +33.3% | 63 | 0.0% | 0.00% | +200.0% | |
| APRN | New | BLUE APRON HLDGS INC CL A NEWcl a new | $4,000 | – | 572 | +100.0% | 0.00% | – |
| PCY | INVESCO EMERGING MARKETS SOVEREIGN DEBT ETFemrng mkt svrg | $4,000 | 0.0% | 142 | 0.0% | 0.00% | +200.0% | |
| EPI | WISDOMTREE INDIA EARNINGS FUNDindia erngs fd | $5,000 | 0.0% | 200 | 0.0% | 0.00% | +50.0% | |
| TRN | TRINITY INDS INC COM | $4,000 | 0.0% | 200 | 0.0% | 0.00% | +200.0% | |
| NTR | NUTRIEN LTD COM | $5,000 | 0.0% | 100 | 0.0% | 0.00% | +50.0% | |
| BK | Sell | BANK NEW YORK MELLON CORP COM | $4,000 | -69.2% | 100 | -60.0% | 0.00% | -25.0% |
| TDC | TERADATA CORP DEL COM | $3,000 | -25.0% | 84 | 0.0% | 0.00% | +100.0% | |
| XLC | COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND | $3,000 | 0.0% | 56 | 0.0% | 0.00% | +100.0% | |
| XLU | UTILITIES SELECT SECTOR SPDR FUNDsbi int-utils | $3,000 | 0.0% | 52 | 0.0% | 0.00% | +100.0% | |
| NCR | NCR CORP NEW COM | $3,000 | +50.0% | 84 | 0.0% | 0.00% | +100.0% | |
| FDX | Sell | FEDEX CORP COM | $3,000 | -76.9% | 20 | -72.6% | 0.00% | -50.0% |
| CTSH | Sell | COGNIZANT TECHNOLOGY SOLUTIONS CL Acl a | $3,000 | -72.7% | 50 | -66.7% | 0.00% | -50.0% |
| VOD | VODAFONE GROUP PLC NEW SPONSORED ADRsponsored adr | $3,000 | -25.0% | 202 | 0.0% | 0.00% | +100.0% | |
| CDW | CDW CORP COM | $3,000 | 0.0% | 26 | 0.0% | 0.00% | +100.0% | |
| WYND | WYNDHAM DESTINATIONS INC COM | $3,000 | 0.0% | 63 | 0.0% | 0.00% | +100.0% | |
| BKSC | BANK SOUTH CAROLINA CORP COM | $3,000 | 0.0% | 165 | 0.0% | 0.00% | +100.0% | |
| TLRY | TILRAY INC COM CL 2 | $2,000 | -33.3% | 50 | 0.0% | 0.00% | 0.0% | |
| HYG | Sell | ISHARES IBOXX HIGH YIELD CORPORATE BOND ETFiboxx hi yd etf | $2,000 | -99.9% | 21 | -99.9% | 0.00% | -99.9% |
| ACA | ARCOSA INC COM | $2,000 | 0.0% | 66 | 0.0% | 0.00% | 0.0% | |
| VT | VANGUARD TOTAL WORLD STOCK INDEX FUNDtt wrld st etf | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
| LUMN | Sell | CENTURYLINK INC COM | $1,000 | -96.0% | 48 | -97.7% | 0.00% | -87.5% |
| REZI | Sell | RESIDEO TECHNOLOGIES INC COM | $2,000 | 0.0% | 84 | -16.8% | 0.00% | 0.0% |
| CC | CHEMOURS CO COM | $2,000 | -33.3% | 84 | 0.0% | 0.00% | 0.0% | |
| KIE | SPDR S&P INSURANCE ETFs&p ins etf | $2,000 | 0.0% | 73 | 0.0% | 0.00% | 0.0% | |
| PK | PARK HOTELS RESORTS INC COM | $2,000 | 0.0% | 66 | 0.0% | 0.00% | 0.0% | |
| PAG | PENSKE AUTOMOTIVE GRP INC COM | $1,000 | 0.0% | 17 | 0.0% | 0.00% | – | |
| GTX | Sell | GARRETT MOTION INC COM | $1,000 | 0.0% | 51 | -16.4% | 0.00% | – |
| HGV | HILTON GRAND VACATIONS INC COM | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
| COKE | COCA COLA CONSOLIDATED INC COM | $1,000 | 0.0% | 3 | 0.0% | 0.00% | – | |
| STAR | ISTAR INC COM | $2,000 | +100.0% | 128 | 0.0% | 0.00% | – | |
| PGX | INVESCO PREFERRED ETFpfd etf | $1,000 | 0.0% | 78 | 0.0% | 0.00% | – | |
| EMLC | VANECK VECTORS J.P. MORGAN EM LOCAL CURRENCY BOND ETFjp morgan mkts | $1,000 | 0.0% | 18 | 0.0% | 0.00% | – | |
| USA | Exit | LIBERTY ALL STAR EQUITY FD SH BEN INTsh ben int | $0 | – | -152 | -100.0% | 0.00% | – |
| CNI | New | CANADIAN NATL RY CO COM | $0 | – | 0 | +100.0% | 0.00% | – |
| ELY | CALLAWAY GOLF CO COM | $0 | – | 1 | 0.0% | 0.00% | – | |
| FLR | New | FLUOR CORP NEW COM | $0 | – | 0 | +100.0% | 0.00% | – |
| FTRCQ | FRONTIER COMMUNICATIONS CORP COM NEW | $0 | – | 9 | 0.0% | 0.00% | – | |
| MYD | BLACKROCK MUNIYIELD FD INC COM | $0 | – | 5 | 0.0% | 0.00% | – | |
| RCI | New | ROGERS COMMUNICATIONS INC CL Bcl b | $0 | – | 0 | +100.0% | 0.00% | – |
| DDD | 3-D SYS CORP DEL COM NEW | $0 | – | 20 | 0.0% | 0.00% | – | |
| MCK | New | MCKESSON CORP COM | $0 | – | 0 | +100.0% | 0.00% | – |
| PJT | PJT PARTNERS INC COM CL A | $0 | – | 5 | 0.0% | 0.00% | – | |
| GNMX | AEVI GENOMIC MEDICINE INC COM | $0 | – | 2,450 | 0.0% | 0.00% | – | |
| TLK | New | P T TELEKOMUNIKASI INDONESIA SPONSORED ADRsponsored adr | $0 | – | 0 | +100.0% | 0.00% | – |
| BLV | Exit | VANGUARD LONG-TERM BOND INDEX FUNDlong term bond | $0 | – | -14 | -100.0% | 0.00% | – |
| RF | Exit | REGIONS FINL CORP NEW COM | $0 | – | 0 | +100.0% | 0.00% | – |
| MQY | Exit | BLACKROCK MUNIYIELD QUALITY FD COM | $0 | – | -1 | -100.0% | 0.00% | – |
| VIA | Exit | VIACOM INC NEW CL Acl a | $0 | – | 0 | +100.0% | 0.00% | – |
| SNLN | Exit | HIGHLAND/IBOXX SENIOR LOAN ETFhi ld iboxx srln | $0 | – | -70 | -100.0% | 0.00% | – |
| NKE | Exit | NIKE INC CL Bcl b | $0 | – | 0 | +100.0% | 0.00% | – |
| VOE | Exit | VANGUARD MID-CAP VALUE INDEX FUNDmcap vl idxvip | $0 | – | -8 | -100.0% | 0.00% | – |
| SBS | New | COMPANHIA DE SANEAMENTO BASICO SPONSORED ADRsponsored adr | $0 | – | 0 | +100.0% | 0.00% | – |
| JNK | Exit | SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETFbloomberg brclys | $0 | – | -70 | -100.0% | -0.00% | – |
| VEA | Exit | VANGUARD FTSE DEVELOPED MARKETS ETFftse dev mkt etf | $0 | – | -56 | -100.0% | -0.00% | – |
| SVVC | Exit | FIRSTHAND TECH VALUE FD INC COM | $0 | – | -309 | -100.0% | -0.00% | – |
| EMB | Exit | ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETFjpmorgan usd emg | $0 | – | -23 | -100.0% | -0.00% | – |
| KDP | Exit | KEURIG DR PEPPER INC COM | $0 | – | -85 | -100.0% | -0.00% | – |
| MFA | Exit | MFA FINL INC COM | $0 | – | -1,000 | -100.0% | -0.00% | – |
| AMAT | Exit | APPLIED MATLS INC COM | $0 | – | -160 | -100.0% | -0.00% | – |
| BX | Exit | BLACKSTONE GROUP L P COM UNIT LTD | $0 | – | -200 | -100.0% | -0.00% | – |
| SHY | Exit | ISHARES 1-3 YEAR TREASURY BOND ETF1 3 yr treas bd | $0 | – | -83 | -100.0% | -0.00% | – |
| GS | Exit | GOLDMAN SACHS GROUP INC COM | $0 | – | -52 | -100.0% | -0.00% | – |
| MFGP | Exit | MICRO FOCUS INTERNATIONAL PLC SPON ADR NEWspon adr new | $0 | – | -335 | -100.0% | -0.00% | – |
| AKAM | Exit | AKAMAI TECHNOLOGIES INC COM | $0 | – | -125 | -100.0% | -0.00% | – |
| MS | Exit | MORGAN STANLEY COM NEW | $0 | – | -218 | -100.0% | -0.00% | – |
| APRN | Exit | BLUE APRON HLDGS INC CL Acl a | $0 | – | -8,584 | -100.0% | -0.00% | – |
| MNST | Exit | MONSTER BEVERAGE CORP NEW COM | $0 | – | -194 | -100.0% | -0.00% | – |
| EL | Exit | LAUDER ESTEE COS INC CL Acl a | $0 | – | -65 | -100.0% | -0.00% | – |
| EW | Exit | EDWARDS LIFESCIENCES CORP COM | $0 | – | -55 | -100.0% | -0.00% | – |
| STZ | Exit | CONSTELLATION BRANDS INC CL Acl a | $0 | – | -64 | -100.0% | -0.00% | – |
| TMO | Exit | THERMO FISHER SCIENTIFIC INC COM | $0 | – | -47 | -100.0% | -0.00% | – |
| GVI | Exit | ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETFintrm gov cr etf | $0 | – | -99 | -100.0% | -0.00% | – |
| APY | Exit | APERGY CORP COM | $0 | – | -300 | -100.0% | -0.00% | – |
| STI | Exit | SUNTRUST BKS INC COM | $0 | – | -197 | -100.0% | -0.00% | – |
| ATVI | Exit | ACTIVISION BLIZZARD INC COM | $0 | – | -341 | -100.0% | -0.01% | – |
| WELL | Exit | WELLTOWER INC COM | $0 | – | -200 | -100.0% | -0.01% | – |
| SPGI | Exit | S&P GLOBAL INC COM | $0 | – | -75 | -100.0% | -0.01% | – |
| ILMN | Exit | ILLUMINA INC COM | $0 | – | -48 | -100.0% | -0.01% | – |
| RH | Exit | RH COM | $0 | – | -150 | -100.0% | -0.01% | – |
| VOX | Exit | VANGUARD COMMUNICATION SERVICES ETF | $0 | – | -215 | -100.0% | -0.01% | – |
| CI | Exit | CIGNA CORP NEW COM | $0 | – | -121 | -100.0% | -0.01% | – |
| EXC | Exit | EXELON CORP COM | $0 | – | -405 | -100.0% | -0.01% | – |
| HII | Exit | HUNTINGTON INGALLS INDS INC COM | $0 | – | -90 | -100.0% | -0.01% | – |
| D | Exit | DOMINION ENERGY INC COM | $0 | – | -300 | -100.0% | -0.01% | – |
| NVDA | Exit | NVIDIA CORP COM | $0 | – | -123 | -100.0% | -0.01% | – |
| TXN | Exit | TEXAS INSTRS INC COM | $0 | – | -230 | -100.0% | -0.01% | – |
| GD | Exit | GENERAL DYNAMICS CORP COM | $0 | – | -141 | -100.0% | -0.01% | – |
| VHT | Exit | VANGUARD HEALTH CARE INDEX FUNDhealth car etf | $0 | – | -149 | -100.0% | -0.01% | – |
| MINT | Exit | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUNDenhan shrt ma ac | $0 | – | -246 | -100.0% | -0.01% | – |
| VPU | Exit | VANGUARD UTILITIES INDEX FUNDutilities etf | $0 | – | -185 | -100.0% | -0.01% | – |
| VNE | Exit | VEONEER INCORPORATED COM | $0 | – | -1,230 | -100.0% | -0.01% | – |
| FTNT | Exit | FORTINET INC COM | $0 | – | -355 | -100.0% | -0.01% | – |
| GIS | Exit | GENERAL MLS INC COM | $0 | – | -600 | -100.0% | -0.01% | – |
| NOC | Exit | NORTHROP GRUMMAN CORP COM | $0 | – | -110 | -100.0% | -0.01% | – |
| AM | Exit | ANTERO MIDSTREAM CORP COM | $0 | – | -2,500 | -100.0% | -0.01% | – |
| ED | Exit | CONSOLIDATED EDISON INC COM | $0 | – | -400 | -100.0% | -0.01% | – |
| BPL | Exit | BUCKEYE PARTNERS L P UNIT LTD PARTNunit ltd partn | $0 | – | -1,000 | -100.0% | -0.01% | – |
| CRM | Exit | SALESFORCE COM INC COM | $0 | – | -229 | -100.0% | -0.01% | – |
| DOCU | Exit | DOCUSIGN INC COM | $0 | – | -732 | -100.0% | -0.01% | – |
| ADBE | Exit | ADOBE INC COM | $0 | – | -148 | -100.0% | -0.01% | – |
| GPN | Exit | GLOBAL PMTS INC COM | $0 | – | -325 | -100.0% | -0.01% | – |
| KR | Exit | KROGER CO COM | $0 | – | -1,921 | -100.0% | -0.02% | – |
| LEG | Exit | LEGGETT & PLATT INC COM | $0 | – | -1,200 | -100.0% | -0.02% | – |
| SJM | Exit | SMUCKER J M CO COM NEW | $0 | – | -581 | -100.0% | -0.02% | – |
| ROST | Exit | ROSS STORES INC COM | $0 | – | -718 | -100.0% | -0.02% | – |
| MMC | Exit | MARSH & MCLENNAN COS INC COM | $0 | – | -796 | -100.0% | -0.02% | – |
| O | Exit | REALTY INCOME CORP COM | $0 | – | -1,000 | -100.0% | -0.02% | – |
| LOW | Exit | LOWES COS INC COM | $0 | – | -702 | -100.0% | -0.02% | – |
| ITW | Exit | ILLINOIS TOOL WKS INC COM | $0 | – | -541 | -100.0% | -0.02% | – |
| STT | Exit | STATE STR CORP COM | $0 | – | -1,213 | -100.0% | -0.03% | – |
| VNQ | Exit | VANGUARD REAL ESTATE ETFreal estate etf | $0 | – | -954 | -100.0% | -0.03% | – |
| SWN | Exit | SOUTHWESTERN ENERGY CO COM | $0 | – | -21,000 | -100.0% | -0.03% | – |
| DG | Exit | DOLLAR GEN CORP NEW COM | $0 | – | -856 | -100.0% | -0.03% | – |
| XOP | Exit | SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETFs&p oilgas exp | $0 | – | -14,500 | -100.0% | -0.14% | – |
| VRTX | Exit | VERTEX PHARMACEUTICALS INC COM | $0 | – | -8,000 | -100.0% | -0.48% | – |
| DWDP | Exit | DOWDUPONT INC COM | $0 | – | -43,944 | -100.0% | -0.76% | – |
| BKLN | Exit | INVESCO SENIOR LOAN ETFsr ln etf | $0 | – | -132,054 | -100.0% | -0.97% | – |
| VCIT | Exit | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFint-term corp | $0 | – | -68,318 | -100.0% | -1.93% | – |
| CUBI | Exit | CUSTOMERS BANCORP INC COM | $0 | – | -377,616 | -100.0% | -2.24% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-07-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P MidCap 400 ETF Trust | 28 | Q3 2023 | 33.6% |
| SPDR S&P 500 ETF Trust | 28 | Q3 2023 | 8.0% |
| FULTON FINL CORP PA COM | 28 | Q3 2023 | 6.3% |
| VANGUARD S&P 500 ETF | 28 | Q3 2023 | 4.2% |
| APPLE INC COM | 28 | Q3 2023 | 4.1% |
| ISHARES TR | 28 | Q3 2023 | 4.0% |
| JOHNSON & JOHNSON COM | 28 | Q3 2023 | 3.0% |
| MICROSOFT CORP COM | 28 | Q3 2023 | 2.9% |
| ISHARES TR | 28 | Q3 2023 | 2.7% |
| ISHARES TR | 28 | Q3 2023 | 2.2% |
View Legacy Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-02-14 |
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.