Chief Investment Strategist

0001606587-18-000063.txt : 20180126 0001606587-18-000063.hdr.sgml : 20180126 20180126153741 ACCESSION NUMBER: 0001606587-18-000063 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20171231 FILED AS OF DATE: 20180126 DATE AS OF CHANGE: 20180126 EFFECTIVENESS DATE: 20180126 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Legacy Advisors, LLC CENTRAL INDEX KEY: 0001720969 IRS NUMBER: 061659806 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18155 FILM NUMBER: 18551684 BUSINESS ADDRESS: STREET 1: 401 PLYMOUTH ROAD STREET 2: SUITE 150 CITY: PLYMOUTH MEETING STATE: PA ZIP: 19462 BUSINESS PHONE: 6109433016 MAIL ADDRESS: STREET 1: 401 PLYMOUTH ROAD STREET 2: SUITE 150 CITY: PLYMOUTH MEETING STATE: PA ZIP: 19462 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001720969 XXXXXXXX 12-31-2017 12-31-2017 false Legacy Advisors, LLC

401 Plymouth Road Suite 150 Plymouth Meeting PA 19462

13F COMBINATION REPORT 028-18155 0001350585 028-11563 Coho Partners, Ltd. 0000884541 028-03125 Trillium Asset Management, LLC 0001329883 028-11465 Sterling Capital Management LLC 0001207017 028-10469 Lazard Asset Management LLC N Richard Holt, Jr Chief Investment Strategist 610-943-3000 Richard Holt, Jr Plymouth Meeting PA 01-26-2018 0 361 102601 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3-D SYS CORP DEL COM NEW COM NEW 88554D205 0 20 SH SOLE NONE 20 0 0 3M CO COM COM 88579Y101 93 397 SH SOLE NONE 397 0 0 ABBOTT LABS COM COM 002824100 65 1145 SH SOLE NONE 1145 0 0 ABBVIE INC COM COM 00287Y109 21 227 SH SOLE NONE 227 0 0 ABRAXAS PETE CORP COM COM 003830106 24 10000 SH SOLE NONE 10000 0 0 ACTIVISION BLIZZARD INC COM COM 00507V109 21 341 SH SOLE NONE 341 0 0 ADOBE SYS INC COM COM 00724F101 46 268 SH SOLE NONE 268 0 0 ADVANSIX INC COM COM 00773T101 0 4 SH SOLE NONE 4 0 0 AETNA INC NEW COM COM 00817Y108 10 58 SH SOLE NONE 58 0 0 AEVI GENOMIC MEDICINE 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0 0 POWERSHARES QQQ TRUST SERIES 1 UNIT SER 1 73935A104 545 3500 SH SOLE NONE 3500 0 0 POWERSHARES S&P 500 LOW VOLATILITY PORTFOLIO S&P500 LOW VOL 73937B779 25 535 SH SOLE NONE 535 0 0 POWERSHARES SENIOR LOAN PORTFOLIO SENIOR LN PORT 73936Q769 1938 84153 SH SOLE NONE 84153 0 0 PPL CORP COM COM 69351T106 282 9039 SH SOLE NONE 9039 0 0 PRICELINE GRP INC COM NEW COM NEW 741503403 19 11 SH SOLE NONE 11 0 0 PROCTER AND GAMBLE CO COM COM 742718109 183 2000 SH SOLE NONE 2000 0 0 PROLOGIS INC COM COM 74340W103 10 156 SH SOLE NONE 156 0 0 PRUDENTIAL FINL INC COM COM 744320102 137 1200 SH SOLE NONE 1200 0 0 PUBLIC SVC ENTERPRISE GROUP COM COM 744573106 3 72 SH SOLE NONE 72 0 0 SPDR S&P 500 ETF TRUST TR UNIT 78462F103 3 615 SH Put SOLE NONE 615 0 0 QUALCOMM INC COM COM 747525103 44 700 SH SOLE NONE 700 0 0 RADIANT LOGISTICS INC COM COM 75025X100 6 1500 SH SOLE NONE 1500 0 0 RAYTHEON CO COM NEW COM NEW 755111507 71 381 SH SOLE NONE 381 0 0 RED HAT INC COM COM 756577102 11 94 SH SOLE NONE 94 0 0 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835495102 0 9 SH SOLE NONE 9 0 0 SOUTHWESTERN ENERGY CO COM COM 845467109 83 15000 SH SOLE NONE 15000 0 0 SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF BLMBRG BRC CNVRT 78464A359 6 120 SH SOLE NONE 120 0 0 SPDR BLOOMBERG BARCLAYS EMERGING MARKETS LOCAL BOND ETF BLOMBRG BRC EMRG 78464A391 4 160 SH SOLE NONE 160 0 0 SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF BLOOMBERG BRCLYS 78464A417 5 140 SH SOLE NONE 140 0 0 SPDR BLOOMBERG BARCLAYS SHORT TERM HIGH YIELD BOND ETF BLOOMBERG SRT TR 78468R408 117 4269 SH SOLE NONE 4269 0 0 SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF SPDR TR TACTIC 78467V848 21 450 SH SOLE NONE 450 0 0 SPDR DOW JONES INDUSTRIAL AVERAGE ETF UT SER 1 78467X109 505 2042 SH SOLE NONE 2042 0 0 SPDR GOLD SHARES GOLD SHS 78463V107 463 3750 SH SOLE NONE 3750 0 0 SPDR S&P 500 ETF TR UNIT 78462F103 6398 23978 SH SOLE NONE 23978 0 0 SPDR S&P MIDCAP 400 ETF UTSER1 S&PDCRP 78467Y107 14106 40841 SH SOLE NONE 40841 0 0 SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF S&P OILGAS EXP 78464A730 269 7250 SH SOLE NONE 7250 0 0 SPDR WELLS FARGO PREFERRED STOCK ETF WELLS FG PFD ETF 78464A292 5 115 SH SOLE NONE 115 0 0 SPLUNK INC COM COM 848637104 8 100 SH SOLE NONE 100 0 0 STATE STR CORP COM COM 857477103 112 1151 SH SOLE NONE 1151 0 0 STIFEL FINL CORP COM COM 860630102 3 67 SH SOLE NONE 67 0 0 STONEMOR PARTNERS L P COM UNITS INT COM UNITS INT 86183Q100 39 6000 SH SOLE NONE 6000 0 0 SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN UNIT LTD PARTN 864482104 193 8000 SH SOLE NONE 8000 0 0 SUNTRUST BKS INC COM COM 867914103 12 197 SH SOLE NONE 197 0 0 SVB FINL GROUP COM COM 78486Q101 19 83 SH SOLE NONE 83 0 0 TAILORED BRANDS INC COM COM 87403A107 2 97 SH SOLE NONE 97 0 0 TERADATA CORP DEL COM COM 88076W103 3 84 SH SOLE NONE 84 0 0 TESLA INC COM COM 88160R101 26 84 SH SOLE NONE 84 0 0 TEXAS INSTRS INC COM COM 882508104 24 230 SH SOLE NONE 230 0 0 THERMO FISHER SCIENTIFIC INC COM COM 883556102 8 47 SH SOLE NONE 47 0 0 TOYOTA MOTOR CORP SP ADR REP2COM SP ADR REP2COM 892331307 139 1098 SH SOLE NONE 1098 0 0 TRIMBLE INC COM COM 896239100 4 114 SH SOLE NONE 114 0 0 TRINITY INDS INC COM COM 896522109 7 200 SH SOLE NONE 200 0 0 TRUSTMARK CORP COM COM 898402102 63 2000 SH SOLE NONE 2000 0 0 TWITTER INC COM COM 90184L102 1 50 SH SOLE NONE 50 0 0 TWO HBRS INVT CORP COM NEW COM NEW 90187B408 10 637 SH SOLE NONE 637 0 0 UGI CORP NEW COM COM 902681105 120 2551 SH SOLE NONE 2551 0 0 UMPQUA HLDGS CORP COM COM 904214103 5 272 SH SOLE NONE 272 0 0 UNILEVER N V N Y SHS NEW N Y SHS NEW 904784709 69 1235 SH SOLE NONE 1235 0 0 UNITED PARCEL SERVICE INC CL B CL B 911312106 414 3480 SH SOLE NONE 3480 0 0 UNITED RENTALS INC COM COM 911363109 10 60 SH SOLE NONE 60 0 0 UNITED STATES OIL FUND LP UNITS 91232N108 72 6060 SH SOLE NONE 6060 0 0 UNITED TECHNOLOGIES CORP COM COM 913017109 61 480 SH SOLE NONE 480 0 0 UNITEDHEALTH GROUP INC COM COM 91324P102 176 801 SH SOLE NONE 801 0 0 US BANCORP DEL COM NEW COM NEW 902973304 81 1518 SH SOLE NONE 1518 0 0 V F CORP COM COM 918204108 1558 21064 SH SOLE NONE 21064 0 0 VANECK VECTORS AMT-FREE LONG MUNICIPAL INDEX ETF AMT FREE LONG MU 92189F536 7 380 SH SOLE NONE 380 0 0 VANECK VECTORS HIGH INCOME INFRASTRUCTURE MLP ETF HIGH INCOME INFR 92189F569 6 480 SH SOLE NONE 480 0 0 VANECK VECTORS HIGH-YIELD MUNICIPAL INDEX ETF HIGH YLD MUN ETF 92189F361 3 120 SH SOLE NONE 120 0 0 VANECK VECTORS PRE-REFUNDED MUNICIPAL INDEX ETF PRE REFUNDED MUN 92189F510 8 365 SH SOLE NONE 365 0 0 VANGUARD FTSE ALL-WORLD EX US INDEX FUND ALLWRLD EX US 922042775 16 304 SH SOLE NONE 304 0 0 VANGUARD FTSE EMERGING MARKETS ETF FTSE EMR MKT ETF 922042858 9 202 SH SOLE NONE 202 0 0 VANGUARD GROWTH INDEX FUND GROWTH ETF 922908736 14 100 SH SOLE NONE 100 0 0 VANGUARD HIGH DIVIDEND YIELD INDEX FUND HIGH DIV YLD 921946406 65 770 SH SOLE NONE 770 0 0 VANGUARD INTERMEDIATE-TERM BOND INDEX FUND INTERMED TERM 921937819 43 517 SH SOLE NONE 517 0 0 VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF INT-TERM CORP 92206C870 3736 42760 SH SOLE NONE 42760 0 0 VANGUARD RUSSELL 2000 ETF VNG RUS2000IDX 92206C664 590 4830 SH SOLE NONE 4830 0 0 VANGUARD S&P 500 ETF S&P 500 ETF SHS 922908363 4313 17587 SH SOLE NONE 17587 0 0 VANGUARD SHORT-TERM BOND INDEX FUND SHORT TRM BOND 921937827 3816 48251 SH SOLE NONE 48251 0 0 VANGUARD TAX-EXEMPT BOND ETF TAX EXEMPT BD 922907746 22 435 SH SOLE NONE 435 0 0 VANGUARD TOTAL INTERNATIONAL BOND ETF INTL BD IDX ETF 92203J407 5 100 SH SOLE NONE 100 0 0 VANGUARD TOTAL INTERNATIONAL STOCK ETF VG TL INTL STK F 921909768 3424 60284 SH SOLE NONE 60284 0 0 VANGUARD TOTAL STOCK MARKET INDEX FUND TOTAL STK MKT 922908769 74 542 SH SOLE NONE 542 0 0 VANGUARD TOTAL WORLD STOCK INDEX FUND TT WRLD ST ETF 922042742 0 7 SH SOLE NONE 7 0 0 VANGUARD VALUE INDEX FUND VALUE ETF 922908744 167 1575 SH SOLE NONE 1575 0 0 VERIZON COMMUNICATIONS INC COM COM 92343V104 183 3471 SH SOLE NONE 3471 0 0 VISA INC COM CL A COM CL A 92826C839 38 337 SH SOLE NONE 337 0 0 VODAFONE GROUP PLC NEW SPONSORED ADR SPONSORED ADR 92857W308 9 311 SH SOLE NONE 311 0 0 VULCAN MATLS CO COM COM 929160109 25 200 SH SOLE NONE 200 0 0 WAL-MART STORES INC COM COM 931142103 395 3986 SH SOLE NONE 3986 0 0 WASHINGTON REAL ESTATE INVT TR SH BEN INT SH BEN INT 939653101 12 400 SH SOLE NONE 400 0 0 WATERS CORP COM COM 941848103 16 85 SH SOLE NONE 85 0 0 WEATHERFORD INTL PLC ORD SHS ORD SHS G48833100 33 8000 SH SOLE NONE 8000 0 0 WEC ENERGY GROUP INC COM COM 92939U106 9 148 SH SOLE NONE 148 0 0 WELLS FARGO CO NEW COM COM 949746101 18 313 SH SOLE NONE 313 0 0 WELLS FARGO CO NEW PERP PFD CNV A PERP PFD CNV A 949746804 195 149 SH SOLE NONE 149 0 0 WELLTOWER INC COM COM 95040Q104 14 230 SH SOLE NONE 230 0 0 WEYERHAEUSER CO COM COM 962166104 20 576 SH SOLE NONE 576 0 0 WILLIAMS COS INC DEL COM COM 969457100 30 1000 SH SOLE NONE 1000 0 0 WORKDAY INC CL A CL A 98138H101 11 113 SH SOLE NONE 113 0 0 WORLD ACCEP CORP DEL COM COM 981419104 476 5901 SH SOLE NONE 5901 0 0 WYNDHAM WORLDWIDE CORP COM COM 98310W108 7 63 SH SOLE NONE 63 0 0 XCEL BRANDS INC COM NEW COM NEW 98400M101 1814 549725 SH SOLE NONE 549725 0 0 XCEL ENERGY INC COM COM 98389B100 1 36 SH SOLE NONE 36 0 0 X-TRACKERS MUNICIPAL INFRASTRUCTURE REVENUE BOND ETF XTRACK MUN INFRA 233051705 18 680 SH SOLE NONE 680 0 0 XYLEM INC COM COM 98419M100 24 363 SH SOLE NONE 363 0 0 YUM BRANDS INC COM COM 988498101 32 400 SH SOLE NONE 400 0 0 YUM CHINA HLDGS INC COM COM 98850P109 16 400 SH SOLE NONE 400 0 0 ZENDESK INC COM COM 98936J101 3 106 SH SOLE NONE 106 0 0 ZIMMER BIOMET HLDGS INC COM COM 98956P102 14 120 SH SOLE NONE 120 0 0