$515 Million is the total value of Legacy Advisors, LLC's 215 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 76.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MTZ | New | MASTEC INC | $138,946,000 | – | 1,595,247 | +100.0% | 26.98% | – |
| OEF | Buy | ISHARES TRs&p 100 etf | $74,581,000 | +6.2% | 357,667 | +11.6% | 14.48% | -43.8% |
| VTWO | Buy | VANGUARD SCOTTSDALE FDSvng rus2000idx | $17,786,000 | +4.7% | 214,682 | +13.5% | 3.45% | -44.6% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $14,571,000 | +32.1% | 32,262 | +39.0% | 2.83% | -30.1% |
| AAPL | Buy | APPLE INC | $13,214,000 | +36.5% | 75,676 | +38.9% | 2.57% | -27.7% |
| BSY | Sell | BENTLEY SYS INC | $9,733,000 | -8.8% | 220,307 | -0.2% | 1.89% | -51.7% |
| VOO | Sell | VANGUARD INDEX FDS | $8,808,000 | -11.9% | 21,215 | -7.4% | 1.71% | -53.4% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $7,789,000 | -5.2% | 15,881 | +0.1% | 1.51% | -49.9% |
| MSFT | Buy | MICROSOFT CORP | $7,588,000 | +39.4% | 24,613 | +52.1% | 1.47% | -26.2% |
| JNJ | Buy | JOHNSON & JOHNSON | $7,485,000 | +134.5% | 42,231 | +126.3% | 1.45% | +24.1% |
| RBLX | Sell | ROBLOX CORPcl a | $5,471,000 | -59.7% | 118,325 | -10.0% | 1.06% | -78.7% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $4,976,000 | +74.0% | 1,789 | +81.3% | 0.97% | -7.9% |
| AMZN | Buy | AMAZON COM INC | $4,825,000 | +36.8% | 1,480 | +39.9% | 0.94% | -27.6% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $4,711,000 | +1395.6% | 9,238 | +1373.4% | 0.92% | +688.8% |
| FULT | FULTON FINL CORP PA | $4,714,000 | -1.4% | 281,104 | 0.0% | 0.92% | -47.8% | |
| UBER | Buy | UBER TECHNOLOGIES INC | $4,517,000 | -14.9% | 126,586 | +0.0% | 0.88% | -55.0% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $4,188,000 | +289.9% | 19,529 | +289.6% | 0.81% | +106.3% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $3,871,000 | +23.3% | 10,969 | +4.5% | 0.75% | -34.7% |
| FB | Buy | META PLATFORMS INCcl a | $3,787,000 | -29.1% | 17,031 | +7.3% | 0.74% | -62.5% |
| CVS | Buy | CVS HEALTH CORP | $3,713,000 | +656.2% | 36,684 | +671.2% | 0.72% | +300.6% |
| WTRG | Buy | ESSENTIAL UTILS INC | $3,315,000 | -4.6% | 64,843 | +0.2% | 0.64% | -49.5% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $3,235,000 | -7.6% | 20,355 | +1.1% | 0.63% | -51.1% |
| IWB | ISHARES TRrus 1000 etf | $3,105,000 | -5.4% | 12,416 | 0.0% | 0.60% | -49.9% | |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $3,104,000 | +16.7% | 11,182 | +28.5% | 0.60% | -38.2% |
| SYY | New | SYSCO CORP | $3,028,000 | – | 36,878 | +100.0% | 0.59% | – |
| DG | New | DOLLAR GEN CORP NEW | $3,016,000 | – | 13,548 | +100.0% | 0.59% | – |
| GWW | Buy | GRAINGER W W INC | $3,010,000 | +336.2% | 5,835 | +338.4% | 0.58% | +130.8% |
| MMC | New | MARSH & MCLENNAN COS INC | $3,004,000 | – | 17,626 | +100.0% | 0.58% | – |
| AMGN | Buy | AMGEN INC | $2,787,000 | +334.8% | 11,526 | +304.3% | 0.54% | +130.2% |
| CVX | Buy | CHEVRON CORP NEW | $2,763,000 | +1051.2% | 16,970 | +729.4% | 0.54% | +510.2% |
| KO | Buy | COCA COLA CO | $2,579,000 | +804.9% | 41,316 | +757.7% | 0.50% | +377.1% |
| LOW | New | LOWES COS INC | $2,575,000 | – | 12,736 | +100.0% | 0.50% | – |
| USB | New | US BANCORP DEL | $2,560,000 | – | 47,750 | +100.0% | 0.50% | – |
| MCHP | New | MICROCHIP TECHNOLOGY INC. | $2,521,000 | – | 33,546 | +100.0% | 0.49% | – |
| MDT | New | MEDTRONIC PLC | $2,476,000 | – | 22,195 | +100.0% | 0.48% | – |
| EFX | Buy | EQUIFAX INC | $2,382,000 | +4.0% | 10,047 | +28.4% | 0.46% | -44.9% |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $2,383,000 | – | 10,427 | +100.0% | 0.46% | – |
| MELI | MERCADOLIBRE INC | $2,379,000 | -11.8% | 2,000 | 0.0% | 0.46% | -53.3% | |
| GOOG | Buy | ALPHABET INCcap stk cl c | $2,352,000 | +12.3% | 842 | +16.3% | 0.46% | -40.6% |
| STT | New | STATE STR CORP | $2,338,000 | – | 26,658 | +100.0% | 0.45% | – |
| ROST | New | ROSS STORES INC | $2,315,000 | – | 25,593 | +100.0% | 0.45% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $2,197,000 | – | 3,718 | +100.0% | 0.43% | – |
| GPN | New | GLOBAL PMTS INC | $2,192,000 | – | 16,020 | +100.0% | 0.43% | – |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $2,160,000 | -1.5% | 28,462 | +0.0% | 0.42% | -48.0% |
| GLD | Buy | SPDR GOLD TR | $2,094,000 | +25.1% | 11,594 | +18.4% | 0.41% | -33.7% |
| PEP | Buy | PEPSICO INC | $2,059,000 | +557.8% | 12,301 | +581.9% | 0.40% | +247.8% |
| DIS | Buy | DISNEY WALT CO | $2,040,000 | -7.6% | 14,875 | +4.4% | 0.40% | -51.1% |
| PM | Buy | PHILIP MORRIS INTL INC | $1,853,000 | +681.9% | 19,471 | +679.8% | 0.36% | +313.8% |
| NOW | Buy | SERVICENOW INC | $1,752,000 | -12.4% | 3,146 | +2.2% | 0.34% | -53.6% |
| MDLZ | New | MONDELEZ INTL INCcl a | $1,732,000 | – | 27,434 | +100.0% | 0.34% | – |
| ACN | Buy | ACCENTURE PLC IRELAND | $1,730,000 | +300.5% | 5,130 | +392.3% | 0.34% | +112.7% |
| CAG | New | CONAGRA BRANDS INC | $1,699,000 | – | 50,597 | +100.0% | 0.33% | – |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $1,657,000 | +43.1% | 12,098 | +47.2% | 0.32% | -24.2% |
| PFE | Buy | PFIZER INC | $1,630,000 | +154.3% | 31,479 | +189.9% | 0.32% | +34.9% |
| BAC | Sell | BK OF AMERICA CORP | $1,588,000 | -28.3% | 38,515 | -22.7% | 0.31% | -62.1% |
| GSLC | Sell | GOLDMAN SACHS ETF TRactivebeta us lg | $1,574,000 | -6.6% | 17,616 | -0.2% | 0.31% | -50.5% |
| VV | New | VANGUARD INDEX FDSlarge cap etf | $1,555,000 | – | 7,460 | +100.0% | 0.30% | – |
| KR | New | KROGER CO | $1,537,000 | – | 26,795 | +100.0% | 0.30% | – |
| IVV | Sell | ISHARES TRcore s&p500 etf | $1,474,000 | -6.0% | 3,248 | -1.2% | 0.29% | -50.3% |
| SWK | New | STANLEY BLACK & DECKER INC | $1,467,000 | – | 10,495 | +100.0% | 0.28% | – |
| SJM | New | SMUCKER J M CO | $1,429,000 | – | 10,554 | +100.0% | 0.28% | – |
| PRGO | New | PERRIGO CO PLC | $1,403,000 | – | 36,496 | +100.0% | 0.27% | – |
| PG | Buy | PROCTER AND GAMBLE CO | $1,227,000 | +247.6% | 8,033 | +272.6% | 0.24% | +83.1% |
| SYK | New | STRYKER CORPORATION | $1,222,000 | – | 4,569 | +100.0% | 0.24% | – |
| IVW | New | ISHARES TRs&p 500 grwt etf | $1,188,000 | – | 15,552 | +100.0% | 0.23% | – |
| SDY | New | SPDR SER TRs&p divid etf | $1,171,000 | – | 9,139 | +100.0% | 0.23% | – |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $1,144,000 | -8.3% | 10,513 | +0.2% | 0.22% | -51.5% |
| SBUX | Buy | STARBUCKS CORP | $1,143,000 | +123.7% | 12,566 | +187.6% | 0.22% | +18.7% |
| BDX | New | BECTON DICKINSON & CO | $1,121,000 | – | 4,215 | +100.0% | 0.22% | – |
| CMCSA | Buy | COMCAST CORP NEWcl a | $1,092,000 | +12.7% | 23,331 | +21.2% | 0.21% | -40.4% |
| HD | Buy | HOME DEPOT INC | $1,093,000 | +328.6% | 3,651 | +493.7% | 0.21% | +125.5% |
| MMM | New | 3M CO | $1,080,000 | – | 7,251 | +100.0% | 0.21% | – |
| NKE | New | NIKE INCcl b | $1,055,000 | – | 7,824 | +100.0% | 0.20% | – |
| VFC | Buy | V F CORP | $1,048,000 | -20.8% | 18,436 | +2.1% | 0.20% | -58.1% |
| TSLA | Buy | TESLA INC | $1,039,000 | +87.2% | 964 | +83.6% | 0.20% | -1.0% |
| LBAI | LAKELAND BANCORP INC | $1,037,000 | -12.1% | 62,121 | 0.0% | 0.20% | -53.6% | |
| IVE | New | ISHARES TRs&p 500 val etf | $970,000 | – | 6,232 | +100.0% | 0.19% | – |
| VYM | New | VANGUARD WHITEHALL FDShigh div yld | $967,000 | – | 8,617 | +100.0% | 0.19% | – |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $966,000 | +85.4% | 4,062 | +98.7% | 0.19% | -1.6% |
| AXP | Buy | AMERICAN EXPRESS CO | $942,000 | +25.1% | 5,040 | +9.6% | 0.18% | -33.7% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $945,000 | -50.9% | 4,149 | -47.9% | 0.18% | -74.1% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $943,000 | +18.9% | 36,541 | +1.3% | 0.18% | -37.1% |
| MA | New | MASTERCARD INCORPORATEDcl a | $938,000 | – | 2,625 | +100.0% | 0.18% | – |
| VERX | VERTEX INCcl a | $920,000 | -3.4% | 60,000 | 0.0% | 0.18% | -48.7% | |
| PCT | New | PURECYCLE TECHNOLOGIES INC | $890,000 | – | 111,272 | +100.0% | 0.17% | – |
| NJR | NEW JERSEY RES CORP | $892,000 | +11.6% | 19,299 | 0.0% | 0.17% | -41.0% | |
| DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $850,000 | -4.3% | 2,445 | 0.0% | 0.16% | -49.4% | |
| CTSH | New | COGNIZANT TECHNOLOGY SOLUTIOcl a | $831,000 | – | 9,265 | +100.0% | 0.16% | – |
| MRK | Buy | MERCK & CO INC | $814,000 | +86.7% | 9,842 | +72.9% | 0.16% | -1.2% |
| ABBV | Buy | ABBVIE INC | $776,000 | +190.6% | 4,787 | +143.1% | 0.15% | +54.1% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $772,000 | +3.8% | 4,183 | +12.7% | 0.15% | -45.1% |
| SPHQ | New | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $749,000 | – | 15,000 | +100.0% | 0.14% | – |
| IWR | Buy | ISHARES TRrus mid cap etf | $748,000 | +73.1% | 9,584 | +84.0% | 0.14% | -8.2% |
| INTU | New | INTUIT | $736,000 | – | 1,531 | +100.0% | 0.14% | – |
| BA | Buy | BOEING CO | $709,000 | +9.4% | 3,700 | +15.0% | 0.14% | -42.0% |
| IJR | New | ISHARES TRcore s&p scp etf | $699,000 | – | 6,478 | +100.0% | 0.14% | – |
| IJH | New | ISHARES TRcore s&p mcp etf | $700,000 | – | 2,610 | +100.0% | 0.14% | – |
| JPM | Buy | JPMORGAN CHASE & CO | $667,000 | +27.8% | 4,892 | +48.3% | 0.13% | -32.3% |
| CHTR | Buy | CHARTER COMMUNICATIONS INC Ncl a | $663,000 | -4.2% | 1,215 | +14.5% | 0.13% | -49.2% |
| TXN | New | TEXAS INSTRS INC | $659,000 | – | 3,592 | +100.0% | 0.13% | – |
| EQIX | Buy | EQUINIX INC | $660,000 | -9.8% | 890 | +2.8% | 0.13% | -52.4% |
| HUBS | Buy | HUBSPOT INC | $655,000 | -27.9% | 1,380 | +0.2% | 0.13% | -61.9% |
| GIL | GILDAN ACTIVEWEAR INC | $654,000 | -11.1% | 17,361 | 0.0% | 0.13% | -53.0% | |
| WMB | New | WILLIAMS COS INC | $637,000 | – | 19,052 | +100.0% | 0.12% | – |
| ZS | Buy | ZSCALER INC | $629,000 | -24.7% | 2,607 | +0.3% | 0.12% | -60.1% |
| RPD | RAPID7 INC | $628,000 | -5.4% | 5,642 | 0.0% | 0.12% | -50.0% | |
| DLR | Buy | DIGITAL RLTY TR INC | $628,000 | -18.4% | 4,426 | +1.7% | 0.12% | -56.9% |
| ABT | Buy | ABBOTT LABS | $613,000 | +142.3% | 5,176 | +187.9% | 0.12% | +28.0% |
| AXS | Sell | AXIS CAP HLDGS LTD | $609,000 | -44.1% | 10,000 | -50.0% | 0.12% | -70.5% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $601,000 | +51.8% | 11,805 | +55.0% | 0.12% | -19.3% |
| GSIE | Buy | GOLDMAN SACHS ETF TRactivebeta int | $590,000 | -5.6% | 17,941 | +1.3% | 0.12% | -49.8% |
| CSCO | Buy | CISCO SYS INC | $579,000 | +146.4% | 10,382 | +180.5% | 0.11% | +30.2% |
| TJX | New | TJX COS INC NEW | $575,000 | – | 9,491 | +100.0% | 0.11% | – |
| IBTX | INDEPENDENT BANK GROUP INC | $571,000 | -1.4% | 8,025 | 0.0% | 0.11% | -47.6% | |
| EFA | New | ISHARES TRmsci eafe etf | $544,000 | – | 7,391 | +100.0% | 0.11% | – |
| GCOR | Sell | GOLDMAN SACHS ETF TRaccess us agrat | $546,000 | -8.7% | 11,989 | -2.5% | 0.11% | -51.6% |
| EPAM | New | EPAM SYS INC | $535,000 | – | 1,805 | +100.0% | 0.10% | – |
| IWD | Buy | ISHARES TRrus 1000 val etf | $536,000 | -1.1% | 3,232 | +0.2% | 0.10% | -47.7% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $533,000 | +33.2% | 7,295 | +13.7% | 0.10% | -29.9% |
| Buy | GENERAL ELECTRIC CO | $516,000 | +12.9% | 5,635 | +16.5% | 0.10% | -40.5% | |
| XOM | Buy | EXXON MOBIL CORP | $513,000 | +56.9% | 6,213 | +16.2% | 0.10% | -16.7% |
| GIGB | Buy | GOLDMAN SACHS ETF TRaccess invt gr | $508,000 | -6.6% | 10,190 | +1.2% | 0.10% | -50.5% |
| DOCU | Buy | DOCUSIGN INC | $512,000 | -29.5% | 4,784 | +0.4% | 0.10% | -62.8% |
| WM | New | WASTE MGMT INC DEL | $509,000 | – | 3,212 | +100.0% | 0.10% | – |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $500,000 | +50.6% | 10,837 | +61.2% | 0.10% | -20.5% |
| PHR | PHREESIA INC | $501,000 | -36.7% | 19,000 | 0.0% | 0.10% | -66.7% | |
| DBX | DROPBOX INCcl a | $483,000 | -5.1% | 20,753 | 0.0% | 0.09% | -49.7% | |
| BR | New | BROADRIDGE FINL SOLUTIONS IN | $479,000 | – | 3,065 | +100.0% | 0.09% | – |
| V | New | VISA INC | $470,000 | – | 2,120 | +100.0% | 0.09% | – |
| RGA | Sell | REINSURANCE GRP OF AMERICA I | $459,000 | -51.4% | 4,194 | -51.4% | 0.09% | -74.4% |
| UNP | Buy | UNION PAC CORP | $450,000 | +40.6% | 1,647 | +29.7% | 0.09% | -25.6% |
| EZU | New | ISHARES INCmsci eurzone etf | $433,000 | – | 9,996 | +100.0% | 0.08% | – |
| STBA | S & T BANCORP INC | $429,000 | -6.1% | 14,502 | 0.0% | 0.08% | -50.6% | |
| LLY | Buy | LILLY ELI & CO | $424,000 | +78.2% | 1,479 | +71.8% | 0.08% | -5.7% |
| ET | ENERGY TRANSFER L P | $413,000 | +35.9% | 36,902 | 0.0% | 0.08% | -28.6% | |
| XLE | New | SELECT SECTOR SPDR TRenergy | $405,000 | – | 5,300 | +100.0% | 0.08% | – |
| NVDA | New | NVIDIA CORPORATION | $399,000 | – | 1,461 | +100.0% | 0.08% | – |
| DDOG | Buy | DATADOG INC | $394,000 | -14.9% | 2,602 | +0.0% | 0.08% | -54.7% |
| SPOT | Buy | SPOTIFY TECHNOLOGY S A | $392,000 | -35.4% | 2,596 | +0.0% | 0.08% | -65.9% |
| MCO | New | MOODYS CORP | $392,000 | – | 1,161 | +100.0% | 0.08% | – |
| CCI | Buy | CROWN CASTLE INTL CORP NEW | $390,000 | +86.6% | 2,111 | +110.9% | 0.08% | -1.3% |
| IDXX | New | IDEXX LABS INC | $386,000 | – | 706 | +100.0% | 0.08% | – |
| CTVA | Buy | CORTEVA INC | $380,000 | +34.3% | 6,612 | +10.6% | 0.07% | -28.8% |
| ANTM | New | ANTHEM INC | $382,000 | – | 778 | +100.0% | 0.07% | – |
| ICLR | New | ICON PLC | $382,000 | – | 1,571 | +100.0% | 0.07% | – |
| KRNT | New | KORNIT DIGITAL LTD | $371,000 | – | 4,486 | +100.0% | 0.07% | – |
| VGK | New | VANGUARD INTL EQUITY INDEX Fftse europe etf | $354,000 | – | 5,677 | +100.0% | 0.07% | – |
| HON | New | HONEYWELL INTL INC | $356,000 | – | 1,832 | +100.0% | 0.07% | – |
| COP | New | CONOCOPHILLIPS | $348,000 | – | 3,470 | +100.0% | 0.07% | – |
| NICE | New | NICE LTDsponsored adr | $344,000 | – | 1,571 | +100.0% | 0.07% | – |
| PEG | Buy | PUBLIC SVC ENTERPRISE GRP IN | $345,000 | +10.6% | 4,924 | +5.4% | 0.07% | -41.2% |
| GBIL | Sell | GOLDMAN SACHS ETF TRacces treasury | $330,000 | -3.2% | 3,298 | -3.2% | 0.06% | -48.8% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $332,000 | +9.2% | 1,323 | +27.3% | 0.06% | -42.9% |
| SAIL | Buy | SAILPOINT TECHNOLOGIES HLDGS | $322,000 | +24.8% | 6,290 | +17.9% | 0.06% | -33.7% |
| HYFM | HYDROFARM HLDGS GROUP INC | $321,000 | -46.4% | 21,188 | 0.0% | 0.06% | -71.8% | |
| ANSS | New | ANSYS INC | $319,000 | – | 1,003 | +100.0% | 0.06% | – |
| STON | Buy | STONEMOR INC | $321,000 | +1134.6% | 122,819 | +996.6% | 0.06% | +520.0% |
| CYBR | New | CYBERARK SOFTWARE LTD | $318,000 | – | 1,886 | +100.0% | 0.06% | – |
| MANH | New | MANHATTAN ASSOCIATES INC | $316,000 | – | 2,275 | +100.0% | 0.06% | – |
| CB | New | CHUBB LIMITED | $308,000 | – | 1,432 | +100.0% | 0.06% | – |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $309,000 | -9.1% | 743 | +0.1% | 0.06% | -52.0% |
| WMT | New | WALMART INC | $310,000 | – | 2,084 | +100.0% | 0.06% | – |
| VRSK | New | VERISK ANALYTICS INC | $305,000 | – | 1,421 | +100.0% | 0.06% | – |
| AMLP | New | ALPS ETF TRalerian mlp | $304,000 | – | 7,936 | +100.0% | 0.06% | – |
| KMI | Buy | KINDER MORGAN INC DEL | $302,000 | +26.4% | 15,987 | +6.1% | 0.06% | -33.0% |
| IYM | Buy | ISHARES TRu.s. bas mtl etf | $305,000 | +7.0% | 2,038 | +0.2% | 0.06% | -43.8% |
| ILMN | New | ILLUMINA INC | $299,000 | – | 856 | +100.0% | 0.06% | – |
| TECH | New | BIO-TECHNE CORP | $295,000 | – | 682 | +100.0% | 0.06% | – |
| PGR | Buy | PROGRESSIVE CORP | $292,000 | +32.7% | 2,562 | +19.4% | 0.06% | -29.6% |
| AVAV | New | AEROVIRONMENT INC | $287,000 | – | 3,045 | +100.0% | 0.06% | – |
| GLPI | New | GAMING & LEISURE PPTYS INC | $282,000 | – | 6,000 | +100.0% | 0.06% | – |
| ADI | New | ANALOG DEVICES INC | $275,000 | – | 1,667 | +100.0% | 0.05% | – |
| JD | JD.COM INCspon adr cl a | $271,000 | -17.4% | 4,682 | 0.0% | 0.05% | -55.8% | |
| URA | GLOBAL X FDSglobal x uranium | $273,000 | +14.7% | 10,438 | 0.0% | 0.05% | -39.1% | |
| CL | New | COLGATE PALMOLIVE CO | $271,000 | – | 3,578 | +100.0% | 0.05% | – |
| FDS | New | FACTSET RESH SYS INC | $267,000 | – | 616 | +100.0% | 0.05% | – |
| RMD | New | RESMED INC | $255,000 | – | 1,053 | +100.0% | 0.05% | – |
| ABR | New | ARBOR REALTY TRUST INC | $256,000 | – | 15,000 | +100.0% | 0.05% | – |
| APH | New | AMPHENOL CORP NEWcl a | $251,000 | – | 3,330 | +100.0% | 0.05% | – |
| HMY | HARMONY GOLD MINING CO LTDsponsored adr | $252,000 | +22.3% | 50,000 | 0.0% | 0.05% | -35.5% | |
| WCBR | WISDOMTREE TRcybersecurity fd | $248,000 | -5.3% | 10,000 | 0.0% | 0.05% | -50.0% | |
| MCD | New | MCDONALDS CORP | $242,000 | – | 979 | +100.0% | 0.05% | – |
| DFS | New | DISCOVER FINL SVCS | $237,000 | – | 2,155 | +100.0% | 0.05% | – |
| PPL | Buy | PPL CORP | $232,000 | -4.9% | 8,070 | +0.9% | 0.04% | -50.0% |
| IWP | ISHARES TRrus md cp gr etf | $232,000 | -12.8% | 2,308 | 0.0% | 0.04% | -54.1% | |
| CGNX | New | COGNEX CORP | $234,000 | – | 3,034 | +100.0% | 0.04% | – |
| CPRT | Buy | COPART INC | $232,000 | -6.5% | 1,849 | +13.1% | 0.04% | -50.5% |
| USO | New | UNITED STS OIL FD LPunits | $230,000 | – | 3,107 | +100.0% | 0.04% | – |
| VPL | New | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $231,000 | – | 3,115 | +100.0% | 0.04% | – |
| VTV | VANGUARD INDEX FDSvalue etf | $233,000 | +0.4% | 1,575 | 0.0% | 0.04% | -47.1% | |
| T | New | AT&T INC | $226,000 | – | 9,547 | +100.0% | 0.04% | – |
| QLYS | New | QUALYS INC | $227,000 | – | 1,595 | +100.0% | 0.04% | – |
| MORN | New | MORNINGSTAR INC | $224,000 | – | 820 | +100.0% | 0.04% | – |
| GS | New | GOLDMAN SACHS GROUP INC | $223,000 | – | 676 | +100.0% | 0.04% | – |
| INSTRUCTURE HLDGS INC | $223,000 | -16.2% | 11,110 | 0.0% | 0.04% | -56.1% | ||
| JKHY | New | HENRY JACK & ASSOC INC | $217,000 | – | 1,102 | +100.0% | 0.04% | – |
| QCOM | New | QUALCOMM INC | $211,000 | – | 1,378 | +100.0% | 0.04% | – |
| BLK | New | BLACKROCK INC | $210,000 | – | 275 | +100.0% | 0.04% | – |
| KKR | New | KKR & CO INC | $210,000 | – | 3,585 | +100.0% | 0.04% | – |
| FIS | New | FIDELITY NATL INFORMATION SV | $205,000 | – | 2,037 | +100.0% | 0.04% | – |
| PINS | Buy | PINTEREST INCcl a | $206,000 | -31.6% | 8,379 | +1.3% | 0.04% | -63.6% |
| GSSC | Buy | GOLDMAN SACHS ETF TRactivebeta us | $206,000 | -5.1% | 3,321 | +1.8% | 0.04% | -50.0% |
| ROLL | New | RBC BEARINGS INC | $207,000 | – | 1,066 | +100.0% | 0.04% | – |
| QUAL | ISHARES TRmsci usa qlt fct | $207,000 | -7.2% | 1,534 | 0.0% | 0.04% | -51.2% | |
| XLI | New | SELECT SECTOR SPDR TRsbi int-inds | $205,000 | – | 1,987 | +100.0% | 0.04% | – |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $202,000 | -7.3% | 2,070 | +3.8% | 0.04% | -51.2% |
| TM | Buy | TOYOTA MOTOR CORPads | $202,000 | -0.5% | 1,118 | +1.8% | 0.04% | -47.3% |
| RCL | New | ROYAL CARIBBEAN GROUP | $203,000 | – | 2,427 | +100.0% | 0.04% | – |
| HIMS | New | HIMS & HERS HEALTH INC | $171,000 | – | 32,026 | +100.0% | 0.03% | – |
| VIPS | VIPSHOP HOLDINGS LIMITEDsponsored ads a | $123,000 | +7.0% | 13,675 | 0.0% | 0.02% | -42.9% | |
| REED | REEDS INC | $90,000 | -16.7% | 300,000 | 0.0% | 0.02% | -57.5% | |
| OSUR | New | ORASURE TECHNOLOGIES INC | $83,000 | – | 12,247 | +100.0% | 0.02% | – |
| CLOV | CLOVER HEALTH INVESTMENTS CO | $72,000 | -4.0% | 20,258 | 0.0% | 0.01% | -50.0% | |
| BHG | Buy | BRIGHT HEALTH GROUP INC | $39,000 | +14.7% | 20,000 | +100.0% | 0.01% | -33.3% |
| VRM | New | VROOM INC | $27,000 | – | 10,000 | +100.0% | 0.01% | – |
| SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -2,869 | -100.0% | -0.08% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -1,108 | -100.0% | -0.09% | – |
| UPST | Exit | UPSTART HLDGS INC | $0 | – | -1,710 | -100.0% | -0.10% | – |
| SHOP | Exit | SHOPIFY INCcl a | $0 | – | -190 | -100.0% | -0.10% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -3,810 | -100.0% | -0.10% | – |
| ZBH | Exit | ZIMMER BIOMET HOLDINGS INC | $0 | – | -3,296 | -100.0% | -0.15% | – |
| BRKA | Exit | BERKSHIRE HATHAWAY INC DELcl a | $0 | – | -1 | -100.0% | -0.16% | – |
| CONE | Exit | CYRUSONE INC | $0 | – | -7,727 | -100.0% | -0.25% | – |
| CNO | Exit | CNO FINL GROUP INC | $0 | – | -41,079 | -100.0% | -0.36% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -11,032 | -100.0% | -1.61% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-11
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.