$476 Million is the total value of Legacy Advisors, LLC's 221 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RCL | Exit | ROYAL CARIBBEAN GROUP | $0 | – | -2,427 | -100.0% | -0.04% | – |
| TM | Exit | TOYOTA MOTOR CORPads | $0 | – | -1,118 | -100.0% | -0.04% | – |
| EMB | Exit | ISHARES TRjpmorgan usd emg | $0 | – | -2,070 | -100.0% | -0.04% | – |
| XLI | Exit | SELECT SECTOR SPDR TRsbi int-inds | $0 | – | -1,987 | -100.0% | -0.04% | – |
| GSSC | Exit | GOLDMAN SACHS ETF TRactivebeta us | $0 | – | -3,321 | -100.0% | -0.04% | – |
| QUAL | Exit | ISHARES TRmsci usa qlt fct | $0 | – | -1,534 | -100.0% | -0.04% | – |
| PINS | Exit | PINTEREST INCcl a | $0 | – | -8,379 | -100.0% | -0.04% | – |
| VPL | Exit | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $0 | – | -3,115 | -100.0% | -0.04% | – |
| IWP | Exit | ISHARES TRrus md cp gr etf | $0 | – | -2,308 | -100.0% | -0.04% | – |
| DFS | Exit | DISCOVER FINL SVCS | $0 | – | -2,155 | -100.0% | -0.05% | – |
| KMI | Exit | KINDER MORGAN INC DEL | $0 | – | -15,987 | -100.0% | -0.06% | – |
| EPAM | Exit | EPAM SYS INC | $0 | – | -1,805 | -100.0% | -0.10% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -7,391 | -100.0% | -0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-25
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.