$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $3,607,000 | -20.8% | 15,497 | 0.0% | 2.05% | -31.9% | |
| FULT | FULTON FINL CORP PA | $3,576,000 | +36.3% | 281,104 | 0.0% | 2.03% | +17.3% | |
| MELI | MERCADOLIBRE INC | $3,350,000 | +54.7% | 2,000 | 0.0% | 1.90% | +33.1% | |
| IWB | ISHARES TRrus 1000 etf | $3,157,000 | +13.2% | 14,901 | 0.0% | 1.79% | -2.6% | |
| WTRG | ESSENTIAL UTILS INC | $3,037,000 | +17.5% | 64,215 | 0.0% | 1.73% | +1.1% | |
| DIS | DISNEY WALT CO | $2,553,000 | +46.0% | 14,093 | 0.0% | 1.45% | +25.6% | |
| IWF | ISHARES TRrus 1000 grw etf | $1,868,000 | +11.2% | 7,747 | 0.0% | 1.06% | -4.4% | |
| GOOGL | ALPHABET INCcap stk cl a | $1,698,000 | +19.6% | 969 | 0.0% | 0.96% | +2.9% | |
| NOW | SERVICENOW INC | $1,694,000 | +13.5% | 3,078 | 0.0% | 0.96% | -2.3% | |
| VFC | V F CORP | $1,543,000 | +21.6% | 18,064 | 0.0% | 0.88% | +4.7% | |
| EFX | EQUIFAX INC | $1,509,000 | +23.0% | 7,823 | 0.0% | 0.86% | +5.8% | |
| BAC | BK OF AMERICA CORP | $1,505,000 | +25.8% | 49,655 | 0.0% | 0.86% | +8.2% | |
| BA | BOEING CO | $1,289,000 | +29.5% | 6,021 | 0.0% | 0.73% | +11.4% | |
| GOOG | ALPHABET INCcap stk cl c | $1,214,000 | +19.3% | 693 | 0.0% | 0.69% | +2.7% | |
| DOCU | DOCUSIGN INC | $1,059,000 | +3.2% | 4,765 | 0.0% | 0.60% | -11.2% | |
| AXS | AXIS CAP HLDGS LTD | $1,008,000 | +14.4% | 20,000 | 0.0% | 0.57% | -1.5% | |
| CMCSA | COMCAST CORP NEWcl a | $1,007,000 | +13.3% | 19,213 | 0.0% | 0.57% | -2.6% | |
| RGA | REINSURANCE GRP OF AMERICA I | $1,000,000 | +21.7% | 8,631 | 0.0% | 0.57% | +4.6% | |
| CNO | CNO FINL GROUP INC | $958,000 | +38.6% | 43,079 | 0.0% | 0.54% | +19.3% | |
| SPOT | SPOTIFY TECHNOLOGY S A | $816,000 | +29.7% | 2,594 | 0.0% | 0.46% | +11.8% | |
| LBAI | LAKELAND BANCORP INC | $789,000 | +27.7% | 62,121 | 0.0% | 0.45% | +9.8% | |
| NJR | NEW JERSEY RES CORP | $686,000 | +29.9% | 19,288 | 0.0% | 0.39% | +11.7% | |
| MCD | MCDONALDS CORP | $671,000 | -2.2% | 3,127 | 0.0% | 0.38% | -15.9% | |
| PINS | PINTEREST INCcl a | $657,000 | +58.7% | 9,970 | 0.0% | 0.37% | +36.6% | |
| EQIX | EQUINIX INC | $618,000 | -6.1% | 865 | 0.0% | 0.35% | -19.3% | |
| DLR | DIGITAL RLTY TR INC | $607,000 | -4.9% | 4,348 | 0.0% | 0.34% | -18.1% | |
| GIL | GILDAN ACTIVEWEAR INC | $597,000 | +42.5% | 21,308 | 0.0% | 0.34% | +22.4% | |
| QTS | QTS RLTY TR INC | $589,000 | -1.8% | 9,515 | 0.0% | 0.34% | -15.4% | |
| CONE | CYRUSONE INC | $565,000 | +4.4% | 7,727 | 0.0% | 0.32% | -10.1% | |
| HUBS | HUBSPOT INC | $546,000 | +35.8% | 1,376 | 0.0% | 0.31% | +16.5% | |
| ZS | ZSCALER INC | $519,000 | +41.8% | 2,600 | 0.0% | 0.30% | +21.9% | |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $508,000 | +13.1% | 3,296 | 0.0% | 0.29% | -2.7% | |
| RPD | RAPID7 INC | $508,000 | +47.2% | 5,638 | 0.0% | 0.29% | +26.8% | |
| SBUX | STARBUCKS CORP | $467,000 | +24.5% | 4,363 | 0.0% | 0.26% | +6.9% | |
| GWW | GRAINGER W W INC | $449,000 | +14.5% | 1,100 | 0.0% | 0.26% | -1.5% | |
| AXP | AMERICAN EXPRESS CO | $435,000 | +20.8% | 3,596 | 0.0% | 0.25% | +3.8% | |
| JD | JD.COM INCspon adr cl a | $412,000 | +13.5% | 4,682 | 0.0% | 0.23% | -2.5% | |
| FDX | FEDEX CORP | $409,000 | +3.0% | 1,574 | 0.0% | 0.23% | -11.5% | |
| IWR | ISHARES TRrus mid cap etf | $398,000 | +19.5% | 5,807 | 0.0% | 0.23% | +2.7% | |
| IYG | ISHARES TRu.s. fin svc etf | $383,000 | +23.2% | 2,550 | 0.0% | 0.22% | +6.3% | |
| VIPS | VIPSHOP HOLDINGS LIMITEDsponsored ads a | $384,000 | +79.4% | 13,675 | 0.0% | 0.22% | +54.6% | |
| STBA | S & T BANCORP INC | $360,000 | +40.1% | 14,502 | 0.0% | 0.20% | +20.6% | |
| GM | GENERAL MTRS CO | $354,000 | +40.5% | 8,508 | 0.0% | 0.20% | +21.1% | |
| GILD | GILEAD SCIENCES INC | $316,000 | -7.6% | 5,416 | 0.0% | 0.18% | -20.4% | |
| DDOG | DATADOG INC | $256,000 | -3.8% | 2,600 | 0.0% | 0.14% | -17.6% | |
| KO | COCA COLA CO | $245,000 | +9.9% | 4,471 | 0.0% | 0.14% | -5.4% | |
| PG | PROCTER AND GAMBLE CO | $243,000 | 0.0% | 1,750 | 0.0% | 0.14% | -13.8% | |
| HMY | HARMONY GOLD MINING CO LTDsponsored adr | $234,000 | -11.4% | 50,000 | 0.0% | 0.13% | -23.6% | |
| TLND | TALEND S Aads | $234,000 | -1.7% | 6,100 | 0.0% | 0.13% | -15.3% | |
| PPL | PPL CORP | $226,000 | +2.3% | 8,000 | 0.0% | 0.13% | -12.3% | |
| AMT | AMERICAN TOWER CORP NEW | $224,000 | -7.4% | 1,000 | 0.0% | 0.13% | -20.6% | |
| TIP | ISHARES TRtips bd etf | $207,000 | +1.0% | 1,624 | 0.0% | 0.12% | -12.6% | |
| KMI | KINDER MORGAN INC DEL | $206,000 | +10.8% | 15,061 | 0.0% | 0.12% | -4.9% | |
| XELB | XCEL BRANDS INC | $74,000 | +57.4% | 60,792 | 0.0% | 0.04% | +35.5% |
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.