$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 40.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FB | Sell | FACEBOOK INCcl a | $4,672,000 | +7.1% | 15,862 | -0.7% | 2.06% | -16.8% |
| IWB | Sell | ISHARES TRrus 1000 etf | $3,227,000 | +2.2% | 14,416 | -3.3% | 1.42% | -20.6% |
| AMGN | Sell | AMGEN INC | $731,000 | -1.1% | 2,939 | -8.6% | 0.32% | -23.1% |
| IWR | Sell | ISHARES TRrus mid cap etf | $392,000 | -1.5% | 5,297 | -8.8% | 0.17% | -23.5% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $274,000 | -1.8% | 1,241 | -12.7% | 0.12% | -23.9% |
| MCD | Sell | MCDONALDS CORP | $241,000 | -64.1% | 1,077 | -65.6% | 0.11% | -72.2% |
| TIP | Exit | ISHARES TRtips bd etf | $0 | – | -1,624 | -100.0% | -0.12% | – |
| CPRT | Exit | COPART INC | $0 | – | -1,632 | -100.0% | -0.12% | – |
| TIF | Exit | TIFFANY & CO NEW | $0 | – | -1,618 | -100.0% | -0.12% | – |
| GILD | Exit | GILEAD SCIENCES INC | $0 | – | -5,416 | -100.0% | -0.18% | – |
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.