0001720969-20-000005.txt : 20200709 0001720969-20-000005.hdr.sgml : 20200709 20200709113337 ACCESSION NUMBER: 0001720969-20-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200709 DATE AS OF CHANGE: 20200709 EFFECTIVENESS DATE: 20200709 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: 201019960 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 06-30-2020 06-30-2020 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 James McCallister 610-943-3016 /s/ James McCallister Plymouth Meeting PA 07-09-2020 0 102 125975 INFORMATION TABLE 2 infotable.xml ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3343 15497 SH SOLE 15497 0 0 ALPHABET INC CAP STK CL A 02079K305 1417 999 SH SOLE 999 0 0 ALPHABET INC CAP STK CL C 02079K107 1008 713 SH SOLE 713 0 0 AMAZON COM INC COM 023135106 2864 1038 SH SOLE 1038 0 0 AMERICAN EXPRESS CO COM 025816109 342 3596 SH SOLE 3596 0 0 AMERICAN TOWER CORP NEW COM 03027X100 259 1000 SH SOLE 1000 0 0 AMGEN INC COM 031162100 750 3182 SH SOLE 3182 0 0 ANNALY CAPITAL MANAGEMENT IN COM 035710409 584 89050 SH SOLE 89050 0 0 APPLE INC COM 037833100 4832 13246 SH SOLE 13246 0 0 AT&T INC COM 00206R102 248 8209 SH SOLE 8209 0 0 AXIS CAPITAL HOLDINGS LTD SHS G0692U109 811 20000 SH SOLE 20000 0 0 BK OF AMERICA CORP COM 060505104 1179 49655 SH SOLE 49655 0 0 BOEING CO COM 097023105 1195 6521 SH SOLE 6521 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 351 5962 SH SOLE 5962 0 0 CHARTER COMMUNICATIONS INC N CL A 16119P108 472 925 SH SOLE 925 0 0 CHEVRON CORP NEW COM 166764100 991 11110 SH SOLE 11110 0 0 CNO FINL GROUP INC COM 12621E103 671 43079 SH SOLE 43079 0 0 COCA COLA CO COM 191216100 201 4471 SH SOLE 4471 0 0 COMCAST CORP NEW CL A 20030N101 749 19213 SH SOLE 19213 0 0 CONOCOPHILLIPS COM 20825C104 224 5325 SH SOLE 5325 0 0 CVS HEALTH CORP COM 126650100 247 3800 SH SOLE 3800 0 0 CYRUSONE INC COM 23283R100 562 7727 SH SOLE 7727 0 0 DIGITAL RLTY TR INC COM 253868103 618 4348 SH SOLE 4348 0 0 DISNEY WALT CO COM DISNEY 254687106 2084 18688 SH SOLE 18688 0 0 DOCUSIGN INC COM 256163106 821 4765 SH SOLE 4765 0 0 DOW INC COM 260557103 285 6988 SH SOLE 6988 0 0 DUPONT DE NEMOURS INC COM 26614N102 371 6988 SH SOLE 6988 0 0 ENERGY TRANSFER LP COM UT LTD PTN 29273V100 263 36902 SH SOLE 36902 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 652 35894 SH SOLE 35894 0 0 EQUIFAX INC COM 294429105 1345 7823 SH SOLE 7823 0 0 EQUINIX INC COM 29444U700 607 865 SH SOLE 865 0 0 ESSENTIAL UTILS INC COM 29670G102 2712 64215 SH SOLE 64215 0 0 EXXON MOBIL CORP COM 30231G102 615 13762 SH SOLE 13762 0 0 FACEBOOK INC CL A 30303M102 3578 15756 SH SOLE 15756 0 0 FEDEX CORP COM 31428X106 221 1574 SH SOLE 1574 0 0 FORD MTR CO DEL COM 345370860 228 37468 SH SOLE 37468 0 0 FULTON FINL CORP PA COM 360271100 2960 281104 SH SOLE 281104 0 0 GENERAL ELECTRIC CO COM 369604103 353 51641 SH SOLE 51641 0 0 GENERAL MTRS CO COM 37045V100 250 9868 SH SOLE 9868 0 0 GILDAN ACTIVEWEAR INC COM 375916103 330 21308 SH SOLE 21308 0 0 GILEAD SCIENCES INC COM 375558103 462 6000 SH SOLE 6000 0 0 GRAINGER W W INC COM 384802104 346 1100 SH SOLE 1100 0 0 HUBSPOT INC COM 443573100 309 1376 SH SOLE 1376 0 0 INDEPENDENT BK GROUP INC COM 45384B106 359 8859 SH SOLE 8859 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 3198 12915 SH SOLE 12915 0 0 ISHARES TR TIPS BD ETF 464287176 200 1624 SH SOLE 1624 0 0 ISHARES TR U.S. FIN SVC ETF 464287770 304 2550 SH SOLE 2550 0 0 ISHARES TR CORE S&P500 ETF 464287200 916 2959 SH SOLE 2959 0 0 ISHARES TR RUS 1000 ETF 464287622 2468 14374 SH SOLE 14374 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 2815 14667 SH SOLE 14667 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 265 2355 SH SOLE 2355 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 344 2405 SH SOLE 2405 0 0 ISHARES TR RUS MID CAP ETF 464287499 311 5807 SH SOLE 5807 0 0 ISHARES TR S&P 100 ETF 464287101 16888 118580 SH SOLE 118580 0 0 JD.COM INC SPON ADR CL A 47215P106 250 4162 SH SOLE 4162 0 0 JOHNSON & JOHNSON COM 478160104 2594 18448 SH SOLE 18448 0 0 JPMORGAN CHASE & CO COM 46625H100 266 2823 SH SOLE 2823 0 0 KINDER MORGAN INC DEL COM 49456B101 228 15061 SH SOLE 15061 0 0 LAKELAND BANCORP INC COM 511637100 710 62121 SH SOLE 62121 0 0 MCDONALDS CORP COM 580135101 585 3172 SH SOLE 3172 0 0 MERCADOLIBRE INC COM 58733R102 1972 2000 SH SOLE 2000 0 0 MERCK & CO. 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