$226 Million is the total value of Legacy Advisors, LLC's 122 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PCT | New | PURECYCLE TECHNOLOGIES INC | $27,229,000 | – | 1,067,800 | +100.0% | 12.03% | – |
| PNC | New | PNC FINL SVCS GROUP INC | $650,000 | – | 3,708 | +100.0% | 0.29% | – |
| GIGB | New | GOLDMAN SACHS ETF TRaccess invt gr | $319,000 | – | 5,973 | +100.0% | 0.14% | – |
| UNP | New | UNION PAC CORP | $279,000 | – | 1,266 | +100.0% | 0.12% | – |
| IWP | New | ISHARES TRrus md cp gr etf | $236,000 | – | 2,308 | +100.0% | 0.10% | – |
| MUB | New | ISHARES TRnational mun etf | $227,000 | – | 1,960 | +100.0% | 0.10% | – |
| ABBV | New | ABBVIE INC | $212,000 | – | 1,958 | +100.0% | 0.09% | – |
| ALK | New | ALASKA AIR GROUP INC | $211,000 | – | 3,042 | +100.0% | 0.09% | – |
| T | New | AT&T INC | $209,000 | – | 6,905 | +100.0% | 0.09% | – |
| GCOR | New | GOLDMAN SACHS ETF TRaccess us agrat | $205,000 | – | 4,254 | +100.0% | 0.09% | – |
| PGR | New | PROGRESSIVE CORP | $205,000 | – | 2,140 | +100.0% | 0.09% | – |
| ABT | New | ABBOTT LABS | $207,000 | – | 1,729 | +100.0% | 0.09% | – |
| VTV | New | VANGUARD INDEX FDSvalue etf | $207,000 | – | 1,575 | +100.0% | 0.09% | – |
| SEIC | New | SEI INVTS CO | $204,000 | – | 3,354 | +100.0% | 0.09% | – |
| MMM | New | 3M CO | $200,000 | – | 1,038 | +100.0% | 0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-12
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.