0001720969-20-000006.txt : 20201008 0001720969-20-000006.hdr.sgml : 20201008 20201008094149 ACCESSION NUMBER: 0001720969-20-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201008 DATE AS OF CHANGE: 20201008 EFFECTIVENESS DATE: 20201008 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: 201230335 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 09-30-2020 09-30-2020 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 10-08-2020 0 109 151408 INFORMATION TABLE 2 infotable.xml ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 4556 15497 SH SOLE 15497 0 0 ALPHABET INC CAP STK CL C 02079K107 1018 693 SH SOLE 693 0 0 ALPHABET INC CAP STK CL A 02079K305 1420 969 SH SOLE 969 0 0 AMAZON COM INC COM 023135106 3284 1043 SH SOLE 1043 0 0 AMERICAN EXPRESS CO COM 025816109 360 3596 SH SOLE 3596 0 0 AMERICAN TOWER CORP NEW COM 03027X100 242 1000 SH SOLE 1000 0 0 AMGEN INC COM 031162100 813 3198 SH SOLE 3198 0 0 ANNALY CAPITAL MANAGEMENT IN COM 035710409 634 89050 SH SOLE 89050 0 0 APPLE INC COM 037833100 6206 53584 SH SOLE 53584 0 0 AT&T INC COM 00206R102 272 9528 SH SOLE 9528 0 0 AXIS CAP HLDGS LTD SHS G0692U109 881 20000 SH SOLE 20000 0 0 BK OF AMERICA CORP COM 060505104 1196 49655 SH SOLE 49655 0 0 BOEING CO COM 097023105 995 6021 SH SOLE 6021 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 397 6582 SH SOLE 6582 0 0 BRYN MAWR BK CORP COM 117665109 249 10000 SH SOLE 10000 0 0 CHARTER COMMUNICATIONS INC N CL A 16119P108 578 925 SH SOLE 925 0 0 CHEVRON CORP NEW COM 166764100 428 5943 SH SOLE 5943 0 0 CNO FINL GROUP INC COM 12621E103 691 43079 SH SOLE 43079 0 0 COCA COLA CO COM 191216100 223 4471 SH SOLE 4471 0 0 COMCAST CORP NEW CL A 20030N101 889 19213 SH SOLE 19213 0 0 CVS HEALTH CORP COM 126650100 328 5609 SH SOLE 5609 0 0 CYRUSONE INC COM 23283R100 541 7727 SH SOLE 7727 0 0 DATADOG INC CL A COM 23804L103 266 2600 SH SOLE 2600 0 0 DIGITAL RLTY TR INC COM 253868103 638 4348 SH SOLE 4348 0 0 DISNEY WALT CO COM DISNEY 254687106 1749 14093 SH SOLE 14093 0 0 DOCUSIGN INC COM 256163106 1026 4765 SH SOLE 4765 0 0 ENERGY TRANSFER LP COM UT LTD PTN 29273V100 202 37326 SH SOLE 37326 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 562 35599 SH SOLE 35599 0 0 EQUIFAX INC COM 294429105 1227 7823 SH SOLE 7823 0 0 EQUINIX INC COM 29444U700 658 865 SH SOLE 865 0 0 ESSENTIAL UTILS INC COM 29670G102 2585 64215 SH SOLE 64215 0 0 EXXON MOBIL CORP COM 30231G102 463 13489 SH SOLE 13489 0 0 FACEBOOK INC CL A 30303M102 4149 15842 SH SOLE 15842 0 0 FEDEX CORP COM 31428X106 397 1574 SH SOLE 1574 0 0 FORD MTR CO DEL COM 345370860 265 39779 SH SOLE 39779 0 0 FULTON FINL CORP PA COM 360271100 2623 281104 SH SOLE 281104 0 0 GENERAL ELECTRIC CO COM 369604103 312 50012 SH SOLE 50012 0 0 GENERAL MTRS CO COM 37045V100 252 8508 SH SOLE 8508 0 0 GILDAN ACTIVEWEAR INC COM 375916103 419 21308 SH SOLE 21308 0 0 GILEAD SCIENCES INC COM 375558103 342 5416 SH SOLE 5416 0 0 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 571 8397 SH SOLE 8397 0 0 GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107 203 7220 SH SOLE 7220 0 0 GRAINGER W W INC COM 384802104 392 1100 SH SOLE 1100 0 0 HARMONY GOLD MINING CO LTD SPONSORED ADR 413216300 264 50000 SH SOLE 50000 0 0 HUBSPOT INC COM 443573100 402 1376 SH SOLE 1376 0 0 INDEPENDENT BK GROUP INC COM 45384B106 391 8859 SH SOLE 8859 0 0 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 565 10528 SH SOLE 10528 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 3692 13287 SH SOLE 13287 0 0 ISHARES TR CORE S&P500 ETF 464287200 1096 3260 SH SOLE 3260 0 0 ISHARES TR RUS 1000 ETF 464287622 2789 14901 SH SOLE 14901 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 1680 7747 SH SOLE 7747 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 278 2355 SH SOLE 2355 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 222 1484 SH SOLE 1484 0 0 ISHARES TR RUS MID CAP ETF 464287499 333 5807 SH SOLE 5807 0 0 ISHARES TR S&P 100 ETF 464287101 32331 207607 SH SOLE 207607 0 0 ISHARES TR TIPS BD ETF 464287176 205 1624 SH SOLE 1624 0 0 ISHARES TR U.S. FIN SVC ETF 464287770 311 2550 SH SOLE 2550 0 0 JD.COM INC SPON ADR CL A 47215P106 363 4682 SH SOLE 4682 0 0 JOHNSON & JOHNSON COM 478160104 2808 18859 SH SOLE 18859 0 0 JPMORGAN CHASE & CO COM 46625H100 248 2573 SH SOLE 2573 0 0 KINDER MORGAN INC DEL COM 49456B101 186 15061 SH SOLE 15061 0 0 LAKELAND BANCORP INC COM 511637100 618 62121 SH SOLE 62121 0 0 MATINAS BIOPHARMA HLDGS INC COM 576810105 8 10000 SH SOLE 10000 0 0 MCDONALDS CORP COM 580135101 686 3127 SH SOLE 3127 0 0 MERCADOLIBRE INC COM 58733R102 2165 2000 SH SOLE 2000 0 0 MERCK & CO. INC COM 58933Y105 486 5863 SH SOLE 5863 0 0 MICROSOFT CORP COM 594918104 3569 16971 SH SOLE 16971 0 0 NEW JERSEY RES COM 646025106 528 19288 SH SOLE 19288 0 0 ON DECK CAP INC COM 682163100 74 46343 SH SOLE 46343 0 0 PEPSICO INC COM 713448108 281 2029 SH SOLE 2029 0 0 PFIZER INC COM 717081103 333 9081 SH SOLE 9081 0 0 PHREESIA INC COM 71944F106 932 28999 SH SOLE 28999 0 0 PINTEREST INC CL A 72352L106 414 9970 SH SOLE 9970 0 0 PNC FINL SVCS GROUP INC COM 693475105 243 2212 SH SOLE 2212 0 0 PPL CORP COM 69351T106 221 8000 SH SOLE 8000 0 0 PROCTER AND GAMBLE CO COM 742718109 243 1750 SH SOLE 1750 0 0 QTS RLTY TR INC COM CL A 74736A103 600 9515 SH SOLE 9515 0 0 RAPID7 INC COM 753422104 345 5638 SH SOLE 5638 0 0 REEDS INC COM 758338107 186 200000 SH SOLE 200000 0 0 REINSURANCE GRP OF AMERICA I COM NEW 759351604 822 8631 SH SOLE 8631 0 0 S & T BANCORP INC COM 783859101 257 14502 SH SOLE 14502 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 2500 21420 SH SOLE 21420 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 910 8630 SH SOLE 8630 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 1853 28912 SH SOLE 28912 0 0 SERVICENOW INC COM 81762P102 1493 3078 SH SOLE 3078 0 0 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 726 2617 SH SOLE 2617 0 0 SPDR GOLD TR GOLD SHS 78463V107 753 4250 SH SOLE 4250 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 9211 27504 SH SOLE 27504 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 7187 21213 SH SOLE 21213 0 0 SPDR SER TR S&P OILGAS EXP 78468R556 342 8132 SH SOLE 8132 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 629 2594 SH SOLE 2594 0 0 STARBUCKS CORP COM 855244109 375 4363 SH SOLE 4363 0 0 STONEMOR INC COM 86184W106 143 148680 SH SOLE 148680 0 0 TALEND S A ADS 874224207 238 6100 SH SOLE 6100 0 0 TESLA INC COM 88160R101 212 495 SH SOLE 495 0 0 UBER TECHNOLOGIES INC COM 90353T100 5859 160620 SH SOLE 160620 0 0 UNITED PARCEL SERVICE INC CL B 911312106 1147 6884 SH SOLE 6884 0 0 UNITED STS OIL FD LP UNITS 91232N207 202 7134 SH SOLE 7134 0 0 V F CORP COM 918204108 1269 18064 SH SOLE 18064 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3743 12165 SH SOLE 12165 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1776 10427 SH SOLE 10427 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 289 6687 SH SOLE 6687 0 0 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 2126 17575 SH SOLE 17575 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 230 737 SH SOLE 737 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 442 7436 SH SOLE 7436 0 0 VIPSHOP HOLDINGS LIMITED SPONSORED ADS A 92763W103 214 13675 SH SOLE 13675 0 0 XCEL BRANDS INC COM NEW 98400M101 47 60792 SH SOLE 60792 0 0 ZIMMER BIOMET HOLDINGS INC COM 98956P102 449 3296 SH SOLE 3296 0 0 ZSCALER INC COM 98980G102 366 2600 SH SOLE 2600 0 0