$151 Million is the total value of Legacy Advisors, LLC's 109 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GSLC | New | GOLDMAN SACHS ETF TRactivebeta us lg | $571,000 | – | 8,397 | +100.0% | 0.38% | – |
| SPLV | New | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $565,000 | – | 10,528 | +100.0% | 0.37% | – |
| ZS | New | ZSCALER INC | $366,000 | – | 2,600 | +100.0% | 0.24% | – |
| DDOG | New | DATADOG INC | $266,000 | – | 2,600 | +100.0% | 0.18% | – |
| HMY | New | HARMONY GOLD MINING CO LTDsponsored adr | $264,000 | – | 50,000 | +100.0% | 0.17% | – |
| BMTC | New | BRYN MAWR BK CORP | $249,000 | – | 10,000 | +100.0% | 0.16% | – |
| TLND | New | TALEND S Aads | $238,000 | – | 6,100 | +100.0% | 0.16% | – |
| VIPS | New | VIPSHOP HOLDINGS LIMITEDsponsored ads a | $214,000 | – | 13,675 | +100.0% | 0.14% | – |
| TSLA | New | TESLA INC | $212,000 | – | 495 | +100.0% | 0.14% | – |
| GSIE | New | GOLDMAN SACHS ETF TRactivebeta int | $203,000 | – | 7,220 | +100.0% | 0.13% | – |
| MTNB | New | MATINAS BIOPHARMA HLDGS INC | $8,000 | – | 10,000 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-10-08
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.