$542 Million is the total value of Legacy Advisors, LLC's 252 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCI | New | SERVICE CORP INTL | $1,831,405 | – | 26,627 | +100.0% | 0.34% | – |
| New | LINDE PLC | $372,420 | – | 1,050 | +100.0% | 0.07% | – | |
| BP | New | BP PLCsponsored adr | $345,558 | – | 9,108 | +100.0% | 0.06% | – |
| AMP | New | AMERIPRISE FINL INC | $346,652 | – | 1,131 | +100.0% | 0.06% | – |
| C | New | CITIGROUP INC | $336,576 | – | 7,178 | +100.0% | 0.06% | – |
| RPD | New | RAPID7 INC | $258,841 | – | 5,638 | +100.0% | 0.05% | – |
| AVY | New | AVERY DENNISON CORP | $248,892 | – | 1,391 | +100.0% | 0.05% | – |
| ASML | New | ASML HOLDING N V | $229,399 | – | 337 | +100.0% | 0.04% | – |
| AVGO | New | BROADCOM INC | $230,313 | – | 359 | +100.0% | 0.04% | – |
| FERG | New | FERGUSON PLC NEW | $224,122 | – | 1,702 | +100.0% | 0.04% | – |
| IWP | New | ISHARES TRrus md cp gr etf | $210,143 | – | 2,308 | +100.0% | 0.04% | – |
| ITW | New | ILLINOIS TOOL WKS INC | $212,696 | – | 869 | +100.0% | 0.04% | – |
| EBAY | New | EBAY INC. | $210,758 | – | 4,750 | +100.0% | 0.04% | – |
| MPLX | New | MPLX LP | $209,284 | – | 6,075 | +100.0% | 0.04% | – |
| ETN | New | EATON CORP PLC | $209,549 | – | 1,223 | +100.0% | 0.04% | – |
| PINS | New | PINTEREST INCcl a | $204,498 | – | 7,499 | +100.0% | 0.04% | – |
| PFE | New | PFIZER INCput | $204,000 | – | 5,000 | +100.0% | 0.04% | – |
| PAYX | New | PAYCHEX INC | $206,606 | – | 1,803 | +100.0% | 0.04% | – |
| CUBE | New | CUBESMART | $200,853 | – | 4,300 | +100.0% | 0.04% | – |
| COST | New | COSTCO WHSL CORP NEWcall | $149,061 | – | 300 | +100.0% | 0.03% | – |
| FRBK | New | REPUBLIC FIRST BANCORP INC | $47,600 | – | 35,000 | +100.0% | 0.01% | – |
| TSLA | New | TESLA INCcall | $20,746 | – | 100 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-01
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.