0001720969-20-000003.txt : 20200121 0001720969-20-000003.hdr.sgml : 20200121 20200121084537 ACCESSION NUMBER: 0001720969-20-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200121 DATE AS OF CHANGE: 20200121 EFFECTIVENESS DATE: 20200121 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: 20535175 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 false false 0001720969 XXXXXXXX 12-31-2019 12-31-2019 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. Chief Investment Strategist 610-943-3000 /s/ Richard Holt, Jr. Plymouth Meeting PA 01-21-2020 0 132 157590
INFORMATION TABLE 2 infotable.xml ALASKA AIR GROUP INC COM 011659109 334 4925 SH SOLE 4925 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3343 15760 SH SOLE 15760 0 0 ALPHABET INC CAP STK CL A 02079K305 702 524 SH SOLE 524 0 0 ALPHABET INC CAP STK CL C 02079K107 1052 787 SH SOLE 787 0 0 ALTRIA GROUP INC COM 02209S103 372 7333 SH SOLE 7333 0 0 AMAZON COM INC COM 023135106 1414 765 SH SOLE 765 0 0 AMERICAN EXPRESS CO COM 025816109 321 2575 SH SOLE 2575 0 0 AMERICAN TOWER CORP NEW COM 03027X100 230 1000 SH SOLE 1000 0 0 AMERISOURCEBERGEN CORP COM 03073E105 680 8000 SH SOLE 8000 0 0 AMGEN INC COM 031162100 826 3425 SH SOLE 3425 0 0 ANNALY CAP MGMT INC COM 035710409 831 88250 SH SOLE 88250 0 0 APPLE INC COM 037833100 5413 18432 SH SOLE 18432 0 0 AQUA AMERICA INC COM 03836W103 7239 154215 SH SOLE 154215 0 0 AT&T INC COM 00206R102 326 8344 SH SOLE 8344 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 234 1363 SH SOLE 1363 0 0 AXIS CAPITAL HOLDINGS LTD SHS G0692U109 1486 25000 SH SOLE 25000 0 0 BANK AMER CORP COM 060505104 2681 76112 SH SOLE 76112 0 0 BOEING CO COM 097023105 1460 4481 SH SOLE 4481 0 0 BRISTOL MYERS SQUIBB CO COM 110122108 700 10901 SH SOLE 10901 0 0 CANNTRUST HLDGS INC COM 137800207 46 50000 SH SOLE 50000 0 0 CATERPILLAR INC DEL COM 149123101 384 2597 SH SOLE 2597 0 0 CHARTER COMMUNICATIONS INC N CL A 16119P108 449 925 SH SOLE 925 0 0 CHEVRON CORP NEW COM 166764100 1763 14633 SH SOLE 14633 0 0 CISCO SYS INC COM 17275R102 571 11914 SH SOLE 11914 0 0 CITIGROUP INC COM NEW 172967424 415 5200 SH SOLE 5200 0 0 CLEVELAND CLIFFS INC COM 185899101 176 20975 SH SOLE 20975 0 0 CNO FINL GROUP INC COM 12621E103 781 43079 SH SOLE 43079 0 0 COCA COLA CO COM 191216100 451 8140 SH SOLE 8140 0 0 COMCAST CORP NEW CL A 20030N101 930 20674 SH SOLE 20674 0 0 CONOCOPHILLIPS COM 20825C104 338 5198 SH SOLE 5198 0 0 CONSTELLATION BRANDS INC CL A 21036P108 294 1550 SH SOLE 1550 0 0 CORTEVA INC COM 22052L104 207 7004 SH SOLE 7004 0 0 CVS HEALTH CORP COM 126650100 951 12803 SH SOLE 12803 0 0 CYRUSONE INC COM 23283R100 509 7727 SH SOLE 7727 0 0 DIGITAL RLTY TR INC COM 253868103 521 4348 SH SOLE 4348 0 0 DISNEY WALT CO COM DISNEY 254687106 2309 15962 SH SOLE 15962 0 0 DOW INC COM 260557103 386 7052 SH SOLE 7052 0 0 DUCOMMUN INC DEL COM 264147109 339 6700 SH SOLE 6700 0 0 DUPONT DE NEMOURS INC COM 26614N102 450 7004 SH SOLE 7004 0 0 EATON CORP PLC SHS G29183103 674 7115 SH SOLE 7115 0 0 ELECTRONIC ARTS INC COM 285512109 237 2200 SH SOLE 2200 0 0 ENERGY TRANSFER LP COM UT LTD PTN 29273V100 268 20867 SH SOLE 20867 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 400 14202 SH SOLE 14202 0 0 EQUIFAX INC COM 294429105 1096 7823 SH SOLE 7823 0 0 EXXON MOBIL CORP COM 30231G102 921 13196 SH SOLE 13196 0 0 FACEBOOK INC CL A 30303M102 3136 15278 SH SOLE 15278 0 0 FULTON FINL CORP PA COM 360271100 5566 319322 SH SOLE 319322 0 0 GENERAL MTRS CO COM 37045V100 361 9850 SH SOLE 9850 0 0 GILDAN ACTIVEWEAR INC COM 375916103 736 24928 SH SOLE 24928 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 391 1700 SH SOLE 1700 0 0 GRAINGER W W INC COM 384802104 372 1100 SH SOLE 1100 0 0 GREENBRIER COS INC COM 393657101 288 8875 SH SOLE 8875 0 0 HUBSPOT INC COM 443573100 218 1376 SH SOLE 1376 0 0 INDEPENDENT BK GROUP INC COM 45384B106 491 8859 SH SOLE 8859 0 0 INTEL CORP COM 458140100 431 7208 SH SOLE 7208 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 2714 12766 SH SOLE 12766 0 0 ISHARES TR SELECT DIVID ETF 464287168 274 2589 SH SOLE 2589 0 0 ISHARES TR CORE MSCI EAFE 46432F842 248 3800 SH SOLE 3800 0 0 ISHARES TR CORE S&P500 ETF 464287200 4778 14781 SH SOLE 14781 0 0 ISHARES TR IBOXX INV CP ETF 464287242 269 2104 SH SOLE 2104 0 0 ISHARES TR MSCI AC ASIA ETF 464288182 437 5950 SH SOLE 5950 0 0 ISHARES TR MSCI EAFE ETF 464287465 258 3713 SH SOLE 3713 0 0 ISHARES TR RUS 1000 ETF 464287622 2576 14438 SH SOLE 14438 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 2580 14667 SH SOLE 14667 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 1468 10753 SH SOLE 10753 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 1276 7701 SH SOLE 7701 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 300 1399 SH SOLE 1399 0 0 ISHARES TR RUS MID CAP ETF 464287499 352 5904 SH SOLE 5904 0 0 ISHARES TR S&P MC 400GR ETF 464287606 687 2885 SH SOLE 2885 0 0 ISHARES TR S&P MC 400VL ETF 464287705 480 2812 SH SOLE 2812 0 0 ISHARES TR CORE S&P MCP ETF 464287507 451 2189 SH SOLE 2189 0 0 JOHNSON & JOHNSON COM 478160104 3381 23179 SH SOLE 23179 0 0 JPMORGAN CHASE & CO COM 46625H100 1102 7905 SH SOLE 7905 0 0 KINDER MORGAN INC DEL COM 49456B101 319 15061 SH SOLE 15061 0 0 LAKELAND BANCORP INC COM 511637100 1433 82436 SH SOLE 82436 0 0 MARATHON PETE CORP COM 56585A102 393 6525 SH SOLE 6525 0 0 MCDONALDS CORP COM 580135101 645 3266 SH SOLE 3266 0 0 MERCADOLIBRE INC COM 58733R102 1144 2000 SH SOLE 2000 0 0 MERCK & CO INC COM 58933Y105 572 6244 SH SOLE 6244 0 0 METLIFE INC COM 59156R108 227 4450 SH SOLE 4450 0 0 MICROSOFT CORP COM 594918104 2394 15178 SH SOLE 15178 0 0 NEW JERSEY RES COM 646025106 1131 25196 SH SOLE 25196 0 0 NORTHROP GRUMMAN CORP COM 666807102 260 756 SH SOLE 756 0 0 ON DECK CAP INC COM 682163100 192 46343 SH SOLE 46343 0 0 ORBCOMM INC COM 68555P100 326 77550 SH SOLE 77550 0 0 PAYCHEX INC COM 704326107 411 4827 SH SOLE 4827 0 0 PEPSICO INC COM 713448108 761 5531 SH SOLE 5531 0 0 PFIZER INC COM 717081103 511 13045 SH SOLE 13045 0 0 PHILIP MORRIS INTL INC COM 718172109 268 3107 SH SOLE 3107 0 0 PHILLIPS 66 COM 718546104 277 2485 SH SOLE 2485 0 0 PNC FINL SVCS GROUP INC COM 693475105 369 2312 SH SOLE 2312 0 0 PPL CORP COM 69351T106 290 8000 SH SOLE 8000 0 0 PROCTER & GAMBLE CO COM 742718109 437 3497 SH SOLE 3497 0 0 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 355 6020 SH SOLE 6020 0 0 QORVO INC COM 74736K101 421 3625 SH SOLE 3625 0 0 RAPID7 INC COM 753422104 316 5638 SH SOLE 5638 0 0 REINSURANCE GRP OF AMERICA I COM NEW 759351604 1564 9591 SH SOLE 9591 0 0 ROYAL DUTCH SHELL PLC SPON ADR B 780259107 410 6844 SH SOLE 6844 0 0 SEI INVESTMENTS CO COM 784117103 221 3354 SH SOLE 3354 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 1854 29443 SH SOLE 29443 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 822 8015 SH SOLE 8015 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1682 18352 SH SOLE 18352 0 0 SERVICENOW INC COM 81762P102 869 3078 SH SOLE 3078 0 0 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 697 2445 SH SOLE 2445 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 607 4250 SH SOLE 4250 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 9952 30921 SH SOLE 30921 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 19054 50759 SH SOLE 50759 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 537 3594 SH SOLE 3594 0 0 STARBUCKS CORP COM 855244109 384 4363 SH SOLE 4363 0 0 SYSCO CORP COM 871829107 342 4000 SH SOLE 4000 0 0 TIFFANY & CO NEW COM 886547108 217 1618 SH SOLE 1618 0 0 UBER TECHNOLOGIES INC COM 90353T100 4629 155659 SH SOLE 155659 0 0 UNITED PARCEL SERVICE INC CL B 911312106 1029 8791 SH SOLE 8791 0 0 UNITEDHEALTH GROUP INC COM 91324P102 223 760 SH SOLE 760 0 0 V F CORP COM 918204108 1900 19064 SH SOLE 19064 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 220 1330 SH SOLE 1330 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3963 13396 SH SOLE 13396 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1000 6109 SH SOLE 6109 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 613 13774 SH SOLE 13774 0 0 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 2043 15340 SH SOLE 15340 0 0 VANGUARD STAR FD VG TL INTL STK F 921909768 4298 77179 SH SOLE 77179 0 0 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 794 8468 SH SOLE 8468 0 0 VENTAS INC COM 92276F100 231 4000 SH SOLE 4000 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 404 6576 SH SOLE 6576 0 0 VIACOMCBS INC CL B 92556H206 296 7007 SH SOLE 7007 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 265 4500 SH SOLE 4500 0 0 WALMART INC COM 931142103 443 3713 SH SOLE 3713 0 0 WELLS FARGO CO NEW PERP PFD CNV A 949746804 216 149 SH SOLE 149 0 0 WINNEBAGO INDS INC COM 974637100 331 6250 SH SOLE 6250 0 0 XCEL BRANDS INC COM NEW 98400M101 91 60792 SH SOLE 60792 0 0 YUM BRANDS INC COM 988498101 313 3108 SH SOLE 3108 0 0 ZIMMER BIOMET HLDGS INC COM 98956P102 493 3296 SH SOLE 3296 0 0