0001606587-19-000025.txt : 20190114 0001606587-19-000025.hdr.sgml : 20190114 20190114133127 ACCESSION NUMBER: 0001606587-19-000025 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190114 DATE AS OF CHANGE: 20190114 EFFECTIVENESS DATE: 20190114 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: 19524619 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 12-31-2018 12-31-2018 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 610-943-3000 Richard Holt, Jr Plymouth Meeting PA 01-14-2019 0 109 131824 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM COM 88579Y101 240 1259 SH SOLE NONE 0 0 1259 ABBOTT LABS COM COM 002824100 378 5232 SH SOLE NONE 0 0 5232 ALIBABA GROUP HLDG LTD SPONSORED ADS SPONSORED ADS 01609W102 2109 15389 SH SOLE NONE 0 0 15389 ALPHABET INC CAP STK CL A CAP STK CL A 02079K305 486 465 SH SOLE NONE 0 0 465 ALPHABET INC CAP STK CL C CAP STK CL C 02079K107 563 544 SH SOLE NONE 0 0 544 ALTRIA GROUP INC COM COM 02209S103 386 7820 SH SOLE NONE 0 0 7820 AMAZON COM INC COM COM 023135106 1682 1120 SH SOLE NONE 0 0 1120 AMERICAN EXPRESS CO COM COM 025816109 249 2617 SH SOLE NONE 0 0 2617 AMERISOURCEBERGEN CORP COM COM 03073E105 683 9178 SH SOLE NONE 0 0 9178 AMGEN INC COM COM 031162100 817 4199 SH SOLE NONE 0 0 4199 APPLE INC COM COM 037833100 2605 16512 SH SOLE NONE 0 0 16512 AQUA AMERICA INC COM COM 03836W103 5273 154215 SH SOLE NONE 0 0 154215 AT&T INC COM COM 00206R102 608 21287 SH SOLE NONE 0 0 21287 AUTOMATIC DATA PROCESSING INC COM COM 053015103 222 1683 SH SOLE NONE 0 0 1683 AXIS CAPITAL HOLDINGS LTD SHS SHS G0692U109 2600 50341 SH SOLE NONE 0 0 50341 BANK AMER CORP COM COM 060505104 1403 56942 SH SOLE NONE 0 0 56942 BOEING CO COM COM 097023105 1602 4967 SH SOLE NONE 0 0 4967 BRISTOL MYERS SQUIBB CO COM COM 110122108 549 10561 SH SOLE NONE 0 0 10561 CHARTER COMMUNICATIONS INC NEW CL A CL A 16119P108 264 925 SH SOLE NONE 0 0 925 CHEVRON CORP NEW COM COM 166764100 1539 14145 SH SOLE NONE 0 0 14145 CISCO SYS INC COM COM 17275R102 302 6974 SH SOLE NONE 0 0 6974 CITIGROUP INC COM NEW COM NEW 172967424 312 5986 SH SOLE NONE 0 0 5986 CNO FINL GROUP INC COM COM 12621E103 900 60508 SH SOLE NONE 0 0 60508 COCA COLA CO COM COM 191216100 426 8999 SH SOLE NONE 0 0 8999 COMCAST CORP NEW CL A CL A 20030N101 715 20999 SH SOLE NONE 0 0 20999 CONOCOPHILLIPS COM COM 20825C104 287 4610 SH SOLE NONE 0 0 4610 CONSUMER STAPLES SELECT SECTOR SPDR FUND SBI CONS STPLS 81369Y308 1475 29050 SH SOLE NONE 0 0 29050 CUSTOMERS BANCORP INC COM COM 23204G100 3436 188808 SH SOLE NONE 0 0 188808 CVS HEALTH CORP COM COM 126650100 572 8731 SH SOLE NONE 0 0 8731 DISNEY WALT CO COM DISNEY COM DISNEY 254687106 1761 16064 SH SOLE NONE 0 0 16064 DOWDUPONT INC COM COM 26078J100 1186 22170 SH SOLE NONE 0 0 22170 EATON CORP PLC SHS SHS G29183103 533 7762 SH SOLE NONE 0 0 7762 ENERGY SELECT SECTOR SPDR FUND ENERGY 81369Y506 216 3764 SH SOLE NONE 0 0 3764 ENERGY TRANSFER LP COM UT LTD PTN COM UT LTD PTN 29273V100 270 20473 SH SOLE NONE 0 0 20473 ENTERPRISE PRODS PARTNERS L P COM COM 293792107 367 14934 SH SOLE NONE 0 0 14934 EQUIFAX INC COM COM 294429105 729 7823 SH SOLE NONE 0 0 7823 EXXON MOBIL CORP COM COM 30231G102 1242 18209 SH SOLE NONE 0 0 18209 FACEBOOK INC CL A CL A 30303M102 2035 15522 SH SOLE NONE 0 0 15522 FORD MTR CO DEL COM PAR $0.01 COM PAR $0.01 345370860 335 43840 SH SOLE NONE 0 0 43840 FULTON FINL CORP PA COM COM 360271100 4943 319322 SH SOLE NONE 0 0 319322 GENERAL ELECTRIC CO COM COM 369604103 611 80770 SH SOLE NONE 0 0 80770 GILDAN ACTIVEWEAR INC COM COM 375916103 1079 35550 SH SOLE NONE 0 0 35550 GRAINGER W W INC COM COM 384802104 450 1593 SH SOLE NONE 0 0 1593 HEALTH CARE SELECT SECTOR SPDR FUND SBI HEALTHCARE 81369Y209 698 8064 SH SOLE NONE 0 0 8064 INDEPENDENT BK GROUP INC COM COM 45384B106 333 7275 SH SOLE NONE 0 0 7275 INVESCO QQQ TRUST UNIT SER 1 46090E103 1908 12366 SH SOLE NONE 0 0 12366 INVESCO SENIOR LOAN ETF SR LN ETF 46138G508 1522 69898 SH SOLE NONE 0 0 69898 ISHARES CORE MSCI EAFE ETF CORE MSCI EAFE 46432F842 254 4615 SH SOLE NONE 0 0 4615 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 4238 16821 SH SOLE NONE 0 0 16821 ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF IBOXX HI YD ETF 464288513 1512 18643 SH SOLE NONE 0 0 18643 ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF IBOXX INV CP ETF 464287242 240 2123 SH SOLE NONE 0 0 2123 ISHARES MSCI ALL COUNTRY ASIA EX JAPAN INDEX FUND MSCI AC ASIA ETF 464288182 340 5355 SH SOLE NONE 0 0 5355 ISHARES RUSSELL 1000 ETF RUS 1000 ETF 464287622 2061 14858 SH SOLE NONE 0 0 14858 ISHARES RUSSELL 1000 GROWTH ETF RUS 1000 GRW ETF 464287614 1920 14667 SH SOLE NONE 0 0 14667 ISHARES RUSSELL 1000 VALUE ETF RUS 1000 VAL ETF 464287598 1194 10753 SH SOLE NONE 0 0 10753 ISHARES RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655 1266 9458 SH SOLE NONE 0 0 9458 ISHARES RUSSELL 2000 GROWTH ETF RUS 2000 GRW ETF 464287648 235 1399 SH SOLE NONE 0 0 1399 ISHARES RUSSELL MID-CAP ETF RUS MID CAP ETF 464287499 348 7497 SH SOLE NONE 0 0 7497 ISHARES S&P MIDCAP FUND CORE S&P MCP ETF 464287507 297 1789 SH SOLE NONE 0 0 1789 JOHNSON & JOHNSON COM COM 478160104 3053 23656 SH SOLE NONE 0 0 23656 JPMORGAN CHASE & CO COM COM 46625H100 796 8149 SH SOLE NONE 0 0 8149 KINDER MORGAN INC DEL COM COM 49456B101 235 15311 SH SOLE NONE 0 0 15311 LAKELAND BANCORP INC COM COM 511637100 855 57740 SH SOLE NONE 0 0 57740 MATERIALS SELECT SECTOR SPDR FUND SBI MATERIALS 81369Y100 324 6417 SH SOLE NONE 0 0 6417 MCDONALDS CORP COM COM 580135101 571 3216 SH SOLE NONE 0 0 3216 MERCADOLIBRE INC COM COM 58733R102 586 2000 SH SOLE NONE 0 0 2000 MERCK & CO INC COM COM 58933Y105 598 7828 SH SOLE NONE 0 0 7828 MICROSOFT CORP COM COM 594918104 1259 12393 SH SOLE NONE 0 0 12393 NEW JERSEY RES COM COM 646025106 597 12997 SH SOLE NONE 0 0 12997 ON DECK CAP INC COM COM 682163100 273 46343 SH SOLE NONE 0 0 46343 PAYCHEX INC COM COM 704326107 307 4710 SH SOLE NONE 0 0 4710 PEPSICO INC COM COM 713448108 594 5377 SH SOLE NONE 0 0 5377 PFIZER INC COM COM 717081103 569 13027 SH SOLE NONE 0 0 13027 PHILIP MORRIS INTL INC COM COM 718172109 209 3138 SH SOLE NONE 0 0 3138 PPL CORP COM COM 69351T106 230 8000 SH SOLE NONE 0 0 8000 PROCTER AND GAMBLE CO COM COM 742718109 365 3976 SH SOLE NONE 0 0 3976 PUBLIC SVC ENTERPRISE GROUP COM COM 744573106 316 6072 SH SOLE NONE 0 0 6072 REINSURANCE GROUP AMER INC COM NEW COM NEW 759351604 1590 11341 SH SOLE NONE 0 0 11341 SERVICENOW INC COM COM 81762P102 520 2918 SH SOLE NONE 0 0 2918 SPDR DOW JONES INDUSTRIAL AVERAGE ETF UT SER 1 78467X109 476 2042 SH SOLE NONE 0 0 2042 SPDR GOLD SHARES GOLD SHS 78463V107 455 3750 SH SOLE NONE 0 0 3750 SPDR S&P 500 ETF TR UNIT 78462F103 7240 28968 SH SOLE NONE 0 0 28968 SPDR S&P MIDCAP 400 ETF UTSER1 S&PDCRP 78467Y107 15463 51087 SH SOLE NONE 0 0 51087 SPOTIFY TECHNOLOGY S A SHS SHS L8681T102 408 3594 SH SOLE NONE 0 0 3594 STARBUCKS CORP COM COM 855244109 354 5494 SH SOLE NONE 0 0 5494 STONEMOR PARTNERS L P COM UNITS INT COM UNITS INT 86183Q100 285 135848 SH SOLE NONE 0 0 135848 SYSCO CORP COM COM 871829107 256 4087 SH SOLE NONE 0 0 4087 TECHNOLOGY SELECT SECTOR SPDR FUND TECHNOLOGY 81369Y803 1451 23410 SH SOLE NONE 0 0 23410 UNITED PARCEL SERVICE INC CL B CL B 911312106 673 6904 SH SOLE NONE 0 0 6904 UNITED TECHNOLOGIES CORP COM COM 913017109 242 2275 SH SOLE NONE 0 0 2275 UNITEDHEALTH GROUP INC COM COM 91324P102 355 1426 SH SOLE NONE 0 0 1426 V F CORP COM COM 918204108 1360 19064 SH SOLE NONE 0 0 19064 VANGUARD FTSE EMERGING MARKETS ETF FTSE EMR MKT ETF 922042858 469 12323 SH SOLE NONE 0 0 12323 VANGUARD FTSE EUROPE ETF FTSE EUROPE ETF 922042874 701 14412 SH SOLE NONE 0 0 14412 VANGUARD GROWTH INDEX FUND GROWTH ETF 922908736 419 3117 SH SOLE NONE 0 0 3117 VANGUARD HIGH DIVIDEND YIELD INDEX FUND HIGH DIV YLD 921946406 652 8356 SH SOLE NONE 0 0 8356 VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF INT-TERM CORP 92206C870 3981 48046 SH SOLE NONE 0 0 48046 VANGUARD RUSSELL 2000 ETF VNG RUS2000IDX 92206C664 913 8505 SH SOLE NONE 0 0 8505 VANGUARD S&P 500 ETF S&P 500 ETF SHS 922908363 4057 17652 SH SOLE NONE 0 0 17652 VANGUARD SHORT-TERM BOND INDEX FUND SHORT TRM BOND 921937827 4162 52977 SH SOLE NONE 0 0 52977 VANGUARD TOTAL INTERNATIONAL STOCK ETF VG TL INTL STK F 921909768 3783 80108 SH SOLE NONE 0 0 80108 VANGUARD VALUE INDEX FUND VALUE ETF 922908744 279 2848 SH SOLE NONE 0 0 2848 VENTAS INC COM COM 92276F100 234 4000 SH SOLE NONE 0 0 4000 VERIZON COMMUNICATIONS INC COM COM 92343V104 405 7195 SH SOLE NONE 0 0 7195 WALGREENS BOOTS ALLIANCE INC COM COM 931427108 458 6696 SH SOLE NONE 0 0 6696 WALMART INC COM COM 931142103 384 4095 SH SOLE NONE 0 0 4095 XCEL BRANDS INC COM NEW COM NEW 98400M101 630 557725 SH SOLE NONE 0 0 557725 YUM BRANDS INC COM COM 988498101 286 3108 SH SOLE NONE 0 0 3108 ZIMMER BIOMET HLDGS INC COM COM 98956P102 340 3278 SH SOLE NONE 0 0 3278