0001720969-20-000004.txt : 20200415 0001720969-20-000004.hdr.sgml : 20200415 20200415102306 ACCESSION NUMBER: 0001720969-20-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200415 DATE AS OF CHANGE: 20200415 EFFECTIVENESS DATE: 20200415 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: 20792904 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 03-31-2020 03-31-2020 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 /s/ Richard Holt, Jr. Plymouth Meeting PA 04-15-2020 0 96 99926 INFORMATION TABLE 2 infotable.xml ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3065 15760 SH SOLE 15760 0 0 ALPHABET INC CAP STK CL C 02079K107 747 642 SH SOLE 642 0 0 ALPHABET INC CAP STK CL A 02079K305 555 478 SH SOLE 478 0 0 ALTRIA GROUP INC COM 02209S103 247 6398 SH SOLE 6398 0 0 AMAZON COM INC COM 023135106 1642 842 SH SOLE 842 0 0 AMERICAN EXPRESS CO COM 025816109 308 3596 SH SOLE 3596 0 0 AMERICAN TOWER CORP NEW COM 03027X100 218 1000 SH SOLE 1000 0 0 AMERISOURCEBERGEN CORP COM 03073E105 708 8000 SH SOLE 8000 0 0 AMGEN INC COM 031162100 643 3174 SH SOLE 3174 0 0 ANNALY CAPITAL MANAGEMENT IN COM 035710409 451 89050 SH SOLE 89050 0 0 APPLE INC COM 037833100 4004 15745 SH SOLE 15745 0 0 AT&T INC COM 00206R102 239 8209 SH SOLE 8209 0 0 AXIS CAPITAL HOLDINGS LTD SHS G0692U109 773 20000 SH SOLE 20000 0 0 BK OF AMERICA CORP COM 060505104 1904 89676 SH SOLE 89676 0 0 BOEING CO COM 097023105 868 5821 SH SOLE 5821 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 589 10561 SH SOLE 10561 0 0 CHARTER COMMUNICATIONS INC N CL A 16119P108 404 925 SH SOLE 925 0 0 CHEVRON CORP NEW COM 166764100 802 11073 SH SOLE 11073 0 0 COMCAST CORP NEW CL A 20030N101 661 19213 SH SOLE 19213 0 0 CVS HEALTH CORP COM 126650100 463 7800 SH SOLE 7800 0 0 CYRUSONE INC COM 23283R100 477 7727 SH SOLE 7727 0 0 DIGITAL RLTY TR INC COM 253868103 604 4348 SH SOLE 4348 0 0 DISNEY WALT CO COM DISNEY 254687106 1776 18387 SH SOLE 18387 0 0 DOW INC COM 260557103 204 6988 SH SOLE 6988 0 0 DUPONT DE NEMOURS INC COM 26614N102 238 6988 SH SOLE 6988 0 0 EATON CORP PLC SHS G29183103 545 7012 SH SOLE 7012 0 0 ENERGY TRANSFER LP COM UT LTD PTN 29273V100 367 79887 SH SOLE 79887 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 968 67703 SH SOLE 67703 0 0 EQUIFAX INC COM 294429105 934 7823 SH SOLE 7823 0 0 EQUINIX INC COM 29444U700 540 865 SH SOLE 865 0 0 ESSENTIAL UTILS INC COM 29670G102 6277 154215 SH SOLE 154215 0 0 EXXON MOBIL CORP COM 30231G102 500 13169 SH SOLE 13169 0 0 FACEBOOK INC CL A 30303M102 2611 15656 SH SOLE 15656 0 0 FORD MTR CO DEL COM 345370860 186 38475 SH SOLE 38475 0 0 FULTON FINL CORP PA COM 360271100 3669 319322 SH SOLE 319322 0 0 GENERAL ELECTRIC CO COM 369604103 315 39692 SH SOLE 39692 0 0 GILDAN ACTIVEWEAR INC COM 375916103 275 21308 SH SOLE 21308 0 0 GRAINGER W W INC COM 384802104 273 1100 SH SOLE 1100 0 0 INDEPENDENT BK GROUP INC COM 45384B106 210 8859 SH SOLE 8859 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 2498 13119 SH SOLE 13119 0 0 ISHARES TR IBOXX INV CP ETF 464287242 247 2000 SH SOLE 2000 0 0 ISHARES TR MSCI AC ASIA ETF 464288182 355 5950 SH SOLE 5950 0 0 ISHARES TR RUS 1000 ETF 464287622 2034 14374 SH SOLE 14374 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 2210 14667 SH SOLE 14667 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 234 2355 SH SOLE 2355 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 437 3818 SH SOLE 3818 0 0 ISHARES TR RUS MID CAP ETF 464287499 251 5807 SH SOLE 5807 0 0 ISHARES TR CORE S&P500 ETF 464287200 765 2959 SH SOLE 2959 0 0 ISHARES TR U.S. FIN SVC ETF 464287770 262 2550 SH SOLE 2550 0 0 JOHNSON & JOHNSON COM 478160104 3029 23099 SH SOLE 23099 0 0 JPMORGAN CHASE & CO COM 46625H100 810 8996 SH SOLE 8996 0 0 KINDER MORGAN INC DEL COM 49456B101 310 22281 SH SOLE 22281 0 0 LAKELAND BANCORP INC COM 511637100 891 82436 SH SOLE 82436 0 0 MCDONALDS CORP COM 580135101 505 3056 SH SOLE 3056 0 0 MERCADOLIBRE INC COM 58733R102 977 2000 SH SOLE 2000 0 0 MERCK & CO. INC COM 58933Y105 438 5695 SH SOLE 5695 0 0 MICROSOFT CORP COM 594918104 2290 14522 SH SOLE 14522 0 0 NEW JERSEY RES COM 646025106 864 25196 SH SOLE 25196 0 0 ON DECK CAP INC COM 682163100 71 46343 SH SOLE 46343 0 0 PAYCHEX INC COM 704326107 296 4710 SH SOLE 4710 0 0 PEPSICO INC COM 713448108 643 5350 SH SOLE 5350 0 0 PFIZER INC COM 717081103 403 12341 SH SOLE 12341 0 0 PNC FINL SVCS GROUP INC COM 693475105 304 3172 SH SOLE 3172 0 0 PPL CORP COM 69351T106 201 8000 SH SOLE 8000 0 0 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 270 6020 SH SOLE 6020 0 0 QTS RLTY TR INC COM CL A 74736A103 552 9515 SH SOLE 9515 0 0 RAPID7 INC COM 753422104 244 5638 SH SOLE 5638 0 0 REINSURANCE GRP OF AMERICA I COM NEW 759351604 726 8631 SH SOLE 8631 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 712 8032 SH SOLE 8032 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 1604 29446 SH SOLE 29446 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1612 20061 SH SOLE 20061 0 0 SERVICENOW INC COM 81762P102 882 3078 SH SOLE 3078 0 0 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 536 2445 SH SOLE 2445 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 629 4250 SH SOLE 4250 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 7988 30993 SH SOLE 30993 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 6958 26469 SH SOLE 26469 0 0 SPDR SER TR S&P OILGAS EXP 78468R556 264 8032 SH SOLE 8032 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 436 3594 SH SOLE 3594 0 0 STARBUCKS CORP COM 855244109 287 4363 SH SOLE 4363 0 0 STONEMOR INC COM 86184W106 155 148680 SH SOLE 148680 0 0 TIFFANY & CO NEW COM 886547108 210 1618 SH SOLE 1618 0 0 UBER TECHNOLOGIES INC COM 90353T100 4360 156172 SH SOLE 156172 0 0 UNITED PARCEL SERVICE INC CL B 911312106 776 8306 SH SOLE 8306 0 0 UNITED STATES OIL FUND LP UNITS 91232N108 240 57080 SH SOLE 57080 0 0 V F CORP COM 918204108 1031 19064 SH SOLE 19064 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2791 11787 SH SOLE 11787 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 788 6109 SH SOLE 6109 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 224 6671 SH SOLE 6671 0 0 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 1594 17285 SH SOLE 17285 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 767 18273 SH SOLE 18273 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 581 8212 SH SOLE 8212 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 335 6234 SH SOLE 6234 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 206 4500 SH SOLE 4500 0 0 XCEL BRANDS INC COM NEW 98400M101 37 60792 SH SOLE 60792 0 0 YUM BRANDS INC COM 988498101 213 3108 SH SOLE 3108 0 0 ZIMMER BIOMET HOLDINGS INC COM 98956P102 333 3296 SH SOLE 3296 0 0