$176 Million is the total value of Legacy Advisors, LLC's 111 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VO | New | VANGUARD INDEX FDSmid cap etf | $829,000 | – | 4,011 | +100.0% | 0.47% | – |
| DBX | New | DROPBOX INCcl a | $444,000 | – | 20,000 | +100.0% | 0.25% | – |
| SAIL | New | SAILPOINT TECHNOLOGIES HLDGS | $284,000 | – | 5,334 | +100.0% | 0.16% | – |
| CTVA | New | CORTEVA INC | $233,000 | – | 6,011 | +100.0% | 0.13% | – |
| IYM | New | ISHARES TRu.s. bas mtl etf | $227,000 | – | 2,000 | +100.0% | 0.13% | – |
| SHOP | New | SHOPIFY INCcl a | $215,000 | – | 190 | +100.0% | 0.12% | – |
| TIF | New | TIFFANY & CO NEW | $213,000 | – | 1,618 | +100.0% | 0.12% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $213,000 | – | 606 | +100.0% | 0.12% | – |
| PEG | New | PUBLIC SVC ENTERPRISE GRP IN | $209,000 | – | 3,582 | +100.0% | 0.12% | – |
| CPRT | New | COPART INC | $208,000 | – | 1,632 | +100.0% | 0.12% | – |
| PM | New | PHILIP MORRIS INTL INC | $206,000 | – | 2,485 | +100.0% | 0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-15
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 | 2024-02-12 |
| 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 |
| 13F-HR | 2021-10-13 |
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.