$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MTNB | Exit | MATINAS BIOPHARMA HLDGS INC | $0 | – | -10,000 | -100.0% | -0.01% | – |
| ONDK | Exit | ON DECK CAP INC | $0 | – | -46,343 | -100.0% | -0.05% | – |
| USO | Exit | UNITED STS OIL FD LPunits | $0 | – | -7,134 | -100.0% | -0.13% | – |
| PNC | Exit | PNC FINL SVCS GROUP INC | $0 | – | -2,212 | -100.0% | -0.16% | – |
| BMTC | Exit | BRYN MAWR BK CORP | $0 | – | -10,000 | -100.0% | -0.16% | – |
| T | Exit | AT&T INC | $0 | – | -9,528 | -100.0% | -0.18% | – |
| XOP | Exit | SPDR SER TRs&p oilgas exp | $0 | – | -8,132 | -100.0% | -0.23% | – |
| SPLV | Exit | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $0 | – | -10,528 | -100.0% | -0.37% | – |
| NLY | Exit | ANNALY CAPITAL MANAGEMENT IN | $0 | – | -89,050 | -100.0% | -0.42% | – |
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.