0001606587-19-000840.txt : 20191010 0001606587-19-000840.hdr.sgml : 20191010 20191010120821 ACCESSION NUMBER: 0001606587-19-000840 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191010 DATE AS OF CHANGE: 20191010 EFFECTIVENESS DATE: 20191010 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: 191145763 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 09-30-2019 09-30-2019 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 0001106129 028-03495 Jensen Investment Management Inc 0000932859 028-04558 Parametric Portfolio Associates LLC N Richard Holt, Jr 610-943-3000 Richard Holt, Jr Plymouth Meeting PA 10-10-2019 0 110 133697 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ALIBABA GROUP HLDG LTD SPONSORED ADS SPONSORED ADS 01609W102 2669 15960 SH SOLE NONE 0 0 15960 ALPHABET INC CAP STK CL A CAP STK CL A 02079K305 596 488 SH SOLE NONE 0 0 488 ALPHABET INC CAP STK CL C CAP STK CL C 02079K107 646 530 SH SOLE NONE 0 0 530 ALTRIA GROUP INC COM COM 02209S103 282 6899 SH SOLE NONE 0 0 6899 AMAZON COM INC COM COM 023135106 1269 731 SH SOLE NONE 0 0 731 AMERICAN EXPRESS CO COM COM 025816109 305 2575 SH SOLE NONE 0 0 2575 AMERICAN TOWER CORP NEW COM COM 03027X100 221 1000 SH SOLE NONE 0 0 1000 AMERISOURCEBERGEN CORP COM COM 03073E105 659 8000 SH SOLE NONE 0 0 8000 AMGEN INC COM COM 031162100 611 3159 SH SOLE NONE 0 0 3159 ANNALY CAP MGMT INC COM COM 035710409 797 90550 SH SOLE NONE 0 0 90550 APPLE INC COM COM 037833100 3806 16993 SH SOLE NONE 0 0 16993 AQUA AMERICA INC COM COM 03836W103 6913 154215 SH SOLE NONE 0 0 154215 AT&T INC COM COM 00206R102 339 8954 SH SOLE NONE 0 0 8954 AUTOMATIC DATA PROCESSING INC COM COM 053015103 203 1250 SH SOLE NONE 0 0 1250 AXIS CAPITAL HOLDINGS LTD SHS SHS G0692U109 1668 25000 SH SOLE NONE 0 0 25000 BANK AMER CORP COM COM 060505104 2151 73730 SH SOLE NONE 0 0 73730 BOEING CO COM COM 097023105 1343 3531 SH SOLE NONE 0 0 3531 BRISTOL MYERS SQUIBB CO COM COM 110122108 536 10561 SH SOLE NONE 0 0 10561 CANNTRUST HLDGS INC COM COM 137800207 56 50000 SH SOLE NONE 0 0 50000 CHARTER COMMUNICATIONS INC NEW CL A CL A 16119P108 381 925 SH SOLE NONE 0 0 925 CHEVRON CORP NEW COM COM 166764100 1721 14508 SH SOLE NONE 0 0 14508 CISCO SYS INC COM COM 17275R102 272 5512 SH SOLE NONE 0 0 5512 CNO FINL GROUP INC COM COM 12621E103 682 43079 SH SOLE NONE 0 0 43079 COCA COLA CO COM COM 191216100 450 8200 SH SOLE NONE 0 0 8200 COMCAST CORP NEW CL A CL A 20030N101 884 19613 SH SOLE NONE 0 0 19613 CONOCOPHILLIPS COM COM 20825C104 275 4820 SH SOLE NONE 0 0 4820 CONSUMER STAPLES SELECT SECTOR SPDR FUND SBI CONS STPLS 81369Y308 1808 29438 SH SOLE NONE 0 0 29438 CVS HEALTH CORP COM COM 126650100 508 8048 SH SOLE NONE 0 0 8048 DISNEY WALT CO COM DISNEY COM DISNEY 254687106 2028 15562 SH SOLE NONE 0 0 15562 DOW INC COM COM 260557103 336 7052 SH SOLE NONE 0 0 7052 DUPONT DE NEMOURS INC COM COM 26614N102 499 7004 SH SOLE NONE 0 0 7004 EATON CORP PLC SHS SHS G29183103 583 7012 SH SOLE NONE 0 0 7012 ENERGY TRANSFER LP COM UT LTD PTN COM UT LTD PTN 29273V100 247 18867 SH SOLE NONE 0 0 18867 ENTERPRISE PRODS PARTNERS L P COM COM 293792107 404 14131 SH SOLE NONE 0 0 14131 EQUIFAX INC COM COM 294429105 1100 7823 SH SOLE NONE 0 0 7823 EXXON MOBIL CORP COM COM 30231G102 1001 14178 SH SOLE NONE 0 0 14178 FACEBOOK INC CL A CL A 30303M102 2751 15449 SH SOLE NONE 0 0 15449 FINANCIAL SELECT SECTOR SPDR FUND SBI INT-FINL 81369Y605 327 11692 SH SOLE NONE 0 0 11692 FULTON FINL CORP PA COM COM 360271100 5167 319322 SH SOLE NONE 0 0 319322 GILDAN ACTIVEWEAR INC COM COM 375916103 885 24928 SH SOLE NONE 0 0 24928 GRAINGER W W INC COM COM 384802104 327 1100 SH SOLE NONE 0 0 1100 HEALTH CARE SELECT SECTOR SPDR FUND SBI HEALTHCARE 81369Y209 752 8344 SH SOLE NONE 0 0 8344 HUBSPOT INC COM COM 443573100 209 1376 SH SOLE NONE 0 0 1376 INDEPENDENT BK GROUP INC COM COM 45384B106 466 8859 SH SOLE NONE 0 0 8859 INVESCO QQQ TRUST UNIT SER 1 46090E103 2443 12940 SH SOLE NONE 0 0 12940 ISHARES CORE MSCI EAFE ETF CORE MSCI EAFE 46432F842 649 10633 SH SOLE NONE 0 0 10633 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 4412 14781 SH SOLE NONE 0 0 14781 ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF IBOXX INV CP ETF 464287242 278 2180 SH SOLE NONE 0 0 2180 ISHARES MSCI ALL COUNTRY ASIA EX JAPAN INDEX FUND MSCI AC ASIA ETF 464288182 395 5950 SH SOLE NONE 0 0 5950 ISHARES MSCI EAFE ETF MSCI EAFE ETF 464287465 263 4041 SH SOLE NONE 0 0 4041 ISHARES MSCI EMERGING MARKETS ETF MSCI EMG MKT ETF 464287234 204 5000 SH SOLE NONE 0 0 5000 ISHARES RUSSELL 1000 ETF RUS 1000 ETF 464287622 2444 14853 SH SOLE NONE 0 0 14853 ISHARES RUSSELL 1000 GROWTH ETF RUS 1000 GRW ETF 464287614 2344 14687 SH SOLE NONE 0 0 14687 ISHARES RUSSELL 1000 VALUE ETF RUS 1000 VAL ETF 464287598 1379 10753 SH SOLE NONE 0 0 10753 ISHARES RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655 1247 8240 SH SOLE NONE 0 0 8240 ISHARES RUSSELL 2000 GROWTH ETF RUS 2000 GRW ETF 464287648 279 1449 SH SOLE NONE 0 0 1449 ISHARES RUSSELL 2000 VALUE ETF RUS 2000 VAL ETF 464287630 202 1691 SH SOLE NONE 0 0 1691 ISHARES RUSSELL MID-CAP ETF RUS MID CAP ETF 464287499 330 5904 SH SOLE NONE 0 0 5904 ISHARES S&P MIDCAP FUND CORE S&P MCP ETF 464287507 423 2189 SH SOLE NONE 0 0 2189 ISHARES TIPS BOND ETF TIPS BD ETF 464287176 210 1805 SH SOLE NONE 0 0 1805 JOHNSON & JOHNSON COM COM 478160104 2986 23081 SH SOLE NONE 0 0 23081 JPMORGAN CHASE & CO COM COM 46625H100 764 6494 SH SOLE NONE 0 0 6494 KINDER MORGAN INC DEL COM COM 49456B101 316 15311 SH SOLE NONE 0 0 15311 LAKELAND BANCORP INC COM COM 511637100 1272 82436 SH SOLE NONE 0 0 82436 MATERIALS SELECT SECTOR SPDR FUND SBI MATERIALS 81369Y100 383 6583 SH SOLE NONE 0 0 6583 MCDONALDS CORP COM COM 580135101 666 3101 SH SOLE NONE 0 0 3101 MERCADOLIBRE INC COM COM 58733R102 1102 2000 SH SOLE NONE 0 0 2000 MERCK & CO INC COM COM 58933Y105 489 5815 SH SOLE NONE 0 0 5815 METLIFE INC COM COM 59156R108 210 4450 SH SOLE NONE 0 0 4450 MICROSOFT CORP COM COM 594918104 1917 13790 SH SOLE NONE 0 0 13790 NEW JERSEY RES COM COM 646025106 1147 25196 SH SOLE NONE 0 0 25196 ON DECK CAP INC COM COM 682163100 156 46343 SH SOLE NONE 0 0 46343 PAYCHEX INC COM COM 704326107 390 4710 SH SOLE NONE 0 0 4710 PEPSICO INC COM COM 713448108 738 5385 SH SOLE NONE 0 0 5385 PFIZER INC COM COM 717081103 457 12722 SH SOLE NONE 0 0 12722 PHILLIPS 66 COM COM 718546104 236 2305 SH SOLE NONE 0 0 2305 PINTEREST INC CL A CL A 72352L106 264 9970 SH SOLE NONE 0 0 9970 PNC FINL SVCS GROUP INC COM COM 693475105 324 2312 SH SOLE NONE 0 0 2312 PPL CORP COM COM 69351T106 255 8000 SH SOLE NONE 0 0 8000 PROCTER & GAMBLE CO COM COM 742718109 346 2780 SH SOLE NONE 0 0 2780 PUBLIC SVC ENTERPRISE GRP INC COM COM 744573106 374 6020 SH SOLE NONE 0 0 6020 RAPID7 INC COM COM 753422104 256 5638 SH SOLE NONE 0 0 5638 REINSURANCE GRP OF AMERICA INC COM NEW COM NEW 759351604 1813 11341 SH SOLE NONE 0 0 11341 SERVICENOW INC COM COM 81762P102 781 3078 SH SOLE NONE 0 0 3078 SPDR DOW JONES INDUSTRIAL AVERAGE ETF UT SER 1 78467X109 817 3035 SH SOLE NONE 0 0 3035 SPDR GOLD SHARES GOLD SHS 78463V107 615 4430 SH SOLE NONE 0 0 4430 SPDR S&P 500 ETF TR UNIT 78462F103 9202 31009 SH SOLE NONE 0 0 31009 SPDR S&P MIDCAP 400 ETF UTSER1 S&PDCRP 78467Y107 18199 51634 SH SOLE NONE 0 0 51634 SPOTIFY TECHNOLOGY S A SHS SHS L8681T102 410 3594 SH SOLE NONE 0 0 3594 STARBUCKS CORP COM COM 855244109 386 4363 SH SOLE NONE 0 0 4363 STONEMOR PARTNERS L P COM UNITS INT COM UNITS INT 86183Q100 240 215934 SH SOLE NONE 0 0 215934 SYSCO CORP COM COM 871829107 318 4000 SH SOLE NONE 0 0 4000 TECHNOLOGY SELECT SECTOR SPDR FUND TECHNOLOGY 81369Y803 1850 22979 SH SOLE NONE 0 0 22979 UNITED PARCEL SERVICE INC CL B CL B 911312106 1084 9050 SH SOLE NONE 0 0 9050 V F CORP COM COM 918204108 1697 19064 SH SOLE NONE 0 0 19064 VANGUARD FTSE EMERGING MARKETS ETF FTSE EMR MKT ETF 922042858 554 13760 SH SOLE NONE 0 0 13760 VANGUARD HIGH DIVIDEND YIELD ETF HIGH DIV YLD 921946406 751 8468 SH SOLE NONE 0 0 8468 VANGUARD RUSSELL 2000 ETF VNG RUS2000IDX 92206C664 1642 13436 SH SOLE NONE 0 0 13436 VANGUARD S&P 500 ETF S&P 500 ETF SHS 922908363 3669 13396 SH SOLE NONE 0 0 13396 VANGUARD SMALL-CAP INDEX FUND SMALL CP ETF 922908751 205 1330 SH SOLE NONE 0 0 1330 VANGUARD TOTAL INTERNATIONAL STOCK ETF VG TL INTL STK F 921909768 3990 77230 SH SOLE NONE 0 0 77230 VANGUARD TOTAL STOCK MARKET INDEX FUND TOTAL STK MKT 922908769 1239 8202 SH SOLE NONE 0 0 8202 VENTAS INC COM COM 92276F100 292 4000 SH SOLE NONE 0 0 4000 VERIZON COMMUNICATIONS INC COM COM 92343V104 395 6544 SH SOLE NONE 0 0 6544 WALGREENS BOOTS ALLIANCE INC COM COM 931427108 249 4500 SH SOLE NONE 0 0 4500 WALMART INC COM COM 931142103 467 3936 SH SOLE NONE 0 0 3936 WELLS FARGO CO NEW PERP PFD CNV A PERP PFD CNV A 949746804 227 149 SH SOLE NONE 0 0 149 XCEL BRANDS INC COM NEW COM NEW 98400M101 117 60792 SH SOLE NONE 0 0 60792 YUM BRANDS INC COM COM 988498101 353 3108 SH SOLE NONE 0 0 3108 ZIMMER BIOMET HLDGS INC COM COM 98956P102 452 3296 SH SOLE NONE 0 0 3296