$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 3.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MET | METLIFE INC COM | $221,000 | +16.9% | 4,450 | 0.0% | 0.15% | +144.3% | |
| AMT | AMERICAN TOWER CORP NEW COM | $204,000 | +3.6% | 1,000 | 0.0% | 0.14% | +115.6% | |
| SEIC | SEI INVESTMENTS CO COM | $188,000 | +7.4% | 3,354 | 0.0% | 0.13% | +122.8% | |
| EEM | ISHARES MSCI EMERGING MARKETS ETFmsci emg mkt etf | $185,000 | 0.0% | 4,300 | 0.0% | 0.12% | +108.3% | |
| ARCC | ARES CAP CORP COM | $163,000 | +5.2% | 9,060 | 0.0% | 0.11% | +120.0% | |
| 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% | |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETFrus mdcp val etf | $145,000 | +2.8% | 1,626 | 0.0% | 0.10% | +113.0% | |
| 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% | |
| 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% | |
| 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% | |
| 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% | |
| 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% | |
| 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% | |
| UNP | UNION PACIFIC CORP COM | $101,000 | +1.0% | 600 | 0.0% | 0.07% | +112.5% | |
| 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% | |
| 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% | |
| 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% | |
| 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% | |
| 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% | |
| 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% | |
| DOV | DOVER CORP COM | $60,000 | +7.1% | 600 | 0.0% | 0.04% | +127.8% | |
| 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% | |
| 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% | |
| AMP | AMERIPRISE FINL INC COM | $54,000 | +14.9% | 369 | 0.0% | 0.04% | +146.7% | |
| DEO | DIAGEO P L C SPON ADR NEWspon adr new | $53,000 | +3.9% | 310 | 0.0% | 0.04% | +111.8% | |
| 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% | |
| ETR | ENTERGY CORP NEW COM | $51,000 | +6.2% | 500 | 0.0% | 0.03% | +112.5% | |
| CAT | CATERPILLAR INC DEL COM | $47,000 | 0.0% | 345 | 0.0% | 0.03% | +113.3% | |
| LDOS | LEIDOS HLDGS INC COM | $46,000 | +24.3% | 575 | 0.0% | 0.03% | +158.3% | |
| AMLP | ALERIAN MLP ETFalerian mlp | $43,000 | -2.3% | 4,400 | 0.0% | 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% | |
| XLRE | REAL ESTATE SELECT SECTOR SPDR FUNDrl est sel sec | $37,000 | 0.0% | 1,014 | 0.0% | 0.02% | +108.3% | |
| MAT | MATTEL INC COM | $34,000 | -12.8% | 3,000 | 0.0% | 0.02% | +76.9% | |
| KKR | KKR & CO INC CL Acl a | $32,000 | +10.3% | 1,250 | 0.0% | 0.02% | +144.4% | |
| 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% | |
| WMB | WILLIAMS COS INC DEL COM | $28,000 | -3.4% | 1,000 | 0.0% | 0.02% | +111.1% | |
| 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% | |
| SQ | SQUARE INC CL Acl a | $26,000 | -3.7% | 360 | 0.0% | 0.02% | +100.0% | |
| 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% | |
| 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% | |
| 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% | |
| 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% | |
| 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% | |
| FEX | FIRST TRUST LARGE CAP CORE ALPHADEX FUND | $18,000 | +5.9% | 289 | 0.0% | 0.01% | +100.0% | |
| RHT | RED HAT INC COM | $18,000 | +5.9% | 94 | 0.0% | 0.01% | +100.0% | |
| 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% | |
| NUV | NUVEEN MUN VALUE FD INC COM | $16,000 | 0.0% | 1,562 | 0.0% | 0.01% | +120.0% | |
| IOO | ISHARES GLOBAL 100 ETFglobal 100 etf | $15,000 | 0.0% | 308 | 0.0% | 0.01% | +100.0% | |
| 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% | |
| 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% | |
| 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% | |
| 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% | |
| 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% | |
| 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% | |
| 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% | |
| WH | WYNDHAM HOTELS & RESORTS INC COM | $4,000 | +33.3% | 63 | 0.0% | 0.00% | +200.0% | |
| 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% | |
| 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% | |
| 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% | |
| 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% | – | |
| 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% | – | |
| 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% | – | |
| ELY | CALLAWAY GOLF CO COM | $0 | – | 1 | 0.0% | 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% | – | |
| DDD | 3-D SYS CORP DEL COM NEW | $0 | – | 20 | 0.0% | 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% | – |
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.