$99.9 Million is the total value of Legacy Advisors, LLC's 96 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FULT | FULTON FINL CORP PA | $3,669,000 | -34.1% | 319,322 | 0.0% | 3.67% | +4.0% | |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $3,065,000 | -8.3% | 15,760 | 0.0% | 3.07% | +44.6% | |
| IWF | ISHARES TRrus 1000 grw etf | $2,210,000 | -14.3% | 14,667 | 0.0% | 2.21% | +35.1% | |
| VFC | V F CORP | $1,031,000 | -45.7% | 19,064 | 0.0% | 1.03% | -14.4% | |
| MELI | MERCADOLIBRE INC | $977,000 | -14.6% | 2,000 | 0.0% | 0.98% | +34.7% | |
| EFX | EQUIFAX INC | $934,000 | -14.8% | 7,823 | 0.0% | 0.94% | +34.5% | |
| LBAI | LAKELAND BANCORP INC | $891,000 | -37.8% | 82,436 | 0.0% | 0.89% | -1.9% | |
| NOW | SERVICENOW INC | $882,000 | +1.5% | 3,078 | 0.0% | 0.88% | +60.3% | |
| NJR | NEW JERSEY RES | $864,000 | -23.6% | 25,196 | 0.0% | 0.86% | +20.5% | |
| VTI | VANGUARD INDEX FDStotal stk mkt | $788,000 | -21.2% | 6,109 | 0.0% | 0.79% | +24.3% | |
| ABC | AMERISOURCEBERGEN CORP | $708,000 | +4.1% | 8,000 | 0.0% | 0.71% | +64.5% | |
| GLD | SPDR GOLD TRUST | $629,000 | +3.6% | 4,250 | 0.0% | 0.63% | +63.4% | |
| DLR | DIGITAL RLTY TR INC | $604,000 | +15.9% | 4,348 | 0.0% | 0.60% | +82.5% | |
| DIA | SPDR DOW JONES INDL AVRG ETFut ser 1 | $536,000 | -23.1% | 2,445 | 0.0% | 0.54% | +21.3% | |
| CONE | CYRUSONE INC | $477,000 | -6.3% | 7,727 | 0.0% | 0.48% | +47.7% | |
| SPOT | SPOTIFY TECHNOLOGY S A | $436,000 | -18.8% | 3,594 | 0.0% | 0.44% | +27.9% | |
| CHTR | CHARTER COMMUNICATIONS INC Ncl a | $404,000 | -10.0% | 925 | 0.0% | 0.40% | +41.8% | |
| AAXJ | ISHARES TRmsci ac asia etf | $355,000 | -18.8% | 5,950 | 0.0% | 0.36% | +28.2% | |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $333,000 | -32.5% | 3,296 | 0.0% | 0.33% | +6.4% | |
| SBUX | STARBUCKS CORP | $287,000 | -25.3% | 4,363 | 0.0% | 0.29% | +17.6% | |
| GWW | GRAINGER W W INC | $273,000 | -26.6% | 1,100 | 0.0% | 0.27% | +15.7% | |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $270,000 | -23.9% | 6,020 | 0.0% | 0.27% | +20.0% | |
| RPD | RAPID7 INC | $244,000 | -22.8% | 5,638 | 0.0% | 0.24% | +21.4% | |
| AMT | AMERICAN TOWER CORP NEW | $218,000 | -5.2% | 1,000 | 0.0% | 0.22% | +49.3% | |
| YUM | YUM BRANDS INC | $213,000 | -31.9% | 3,108 | 0.0% | 0.21% | +7.0% | |
| TIF | TIFFANY & CO NEW | $210,000 | -3.2% | 1,618 | 0.0% | 0.21% | +52.2% | |
| IBTX | INDEPENDENT BK GROUP INC | $210,000 | -57.2% | 8,859 | 0.0% | 0.21% | -32.7% | |
| WBA | WALGREENS BOOTS ALLIANCE INC | $206,000 | -22.3% | 4,500 | 0.0% | 0.21% | +22.6% | |
| PPL | PPL CORP | $201,000 | -30.7% | 8,000 | 0.0% | 0.20% | +9.2% | |
| ONDK | ON DECK CAP INC | $71,000 | -63.0% | 46,343 | 0.0% | 0.07% | -41.8% | |
| XELB | XCEL BRANDS INC | $37,000 | -59.3% | 60,792 | 0.0% | 0.04% | -36.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-04-15
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.