0001720969-21-000002.txt : 20210412 0001720969-21-000002.hdr.sgml : 20210412 20210412110943 ACCESSION NUMBER: 0001720969-21-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210412 DATE AS OF CHANGE: 20210412 EFFECTIVENESS DATE: 20210412 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: 21819817 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 03-31-2021 03-31-2021 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 04-12-2021 0 122 226401 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 200 1038 SH SOLE 1038 0 0 ABBOTT LABS COM 002824100 207 1729 SH SOLE 1729 0 0 ABBVIE INC COM 00287Y109 212 1958 SH SOLE 1958 0 0 ALASKA AIR GROUP INC COM 011659109 211 3042 SH SOLE 3042 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3514 15497 SH SOLE 15497 0 0 ALPHABET INC CAP STK CL A 02079K305 1999 969 SH SOLE 969 0 0 ALPHABET INC CAP STK CL C 02079K107 1502 726 SH SOLE 726 0 0 AMAZON COM INC COM 023135106 3255 1052 SH SOLE 1052 0 0 AMERICAN EXPRESS CO COM 025816109 650 4596 SH SOLE 4596 0 0 AMERICAN TOWER CORP NEW COM 03027X100 239 1000 SH SOLE 1000 0 0 AMGEN INC COM 031162100 731 2939 SH SOLE 2939 0 0 APPLE INC COM 037833100 6739 55167 SH SOLE 55167 0 0 AT&T INC COM 00206R102 209 6905 SH SOLE 6905 0 0 AXIS CAP HLDGS LTD SHS G0692U109 991 20000 SH SOLE 20000 0 0 BK OF AMERICA CORP COM 060505104 1921 49655 SH SOLE 49655 0 0 BOEING CO COM 097023105 1645 6459 SH SOLE 6459 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 376 5962 SH SOLE 5962 0 0 CHARTER COMMUNICATIONS INC N CL A 16119P108 744 1205 SH SOLE 1205 0 0 CHEVRON CORP NEW COM 166764100 295 2815 SH SOLE 2815 0 0 CNO FINL GROUP INC COM 12621E103 1046 43079 SH SOLE 43079 0 0 COCA COLA CO COM 191216100 236 4471 SH SOLE 4471 0 0 COMCAST CORP NEW CL A 20030N101 1040 19213 SH SOLE 19213 0 0 CORTEVA INC COM 22052L104 280 6011 SH SOLE 6011 0 0 CVS HEALTH CORP COM 126650100 286 3800 SH SOLE 3800 0 0 CYRUSONE INC COM 23283R100 523 7727 SH SOLE 7727 0 0 DATADOG INC CL A COM 23804L103 217 2600 SH SOLE 2600 0 0 DIGITAL RLTY TR INC COM 253868103 612 4348 SH SOLE 4348 0 0 DISNEY WALT CO COM 254687106 2600 14093 SH SOLE 14093 0 0 DOCUSIGN INC COM 256163106 965 4765 SH SOLE 4765 0 0 DROPBOX INC CL A 26210C104 533 20000 SH SOLE 20000 0 0 ENERGY TRANSFER LP COM UT LTD PTN 29273V100 283 36902 SH SOLE 36902 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 788 35806 SH SOLE 35806 0 0 EQUIFAX INC COM 294429105 1417 7823 SH SOLE 7823 0 0 EQUINIX INC COM 29444U700 588 865 SH SOLE 865 0 0 ESSENTIAL UTILS INC COM 29670G102 2874 64215 SH SOLE 64215 0 0 EXXON MOBIL CORP COM 30231G102 619 11093 SH SOLE 11093 0 0 FACEBOOK INC CL A 30303M102 4672 15862 SH SOLE 15862 0 0 FEDEX CORP COM 31428X106 447 1574 SH SOLE 1574 0 0 FORD MTR CO DEL COM 345370860 459 37468 SH SOLE 37468 0 0 FULTON FINL CORP PA COM 360271100 4787 281104 SH SOLE 281104 0 0 GENERAL ELECTRIC CO COM 369604103 429 32656 SH SOLE 32656 0 0 GENERAL MTRS CO COM 37045V100 489 8508 SH SOLE 8508 0 0 GILDAN ACTIVEWEAR INC COM 375916103 653 21308 SH SOLE 21308 0 0 GOLDMAN SACHS ETF TR ACCESS US AGRAT 38149W101 205 4254 SH SOLE 4254 0 0 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 982 12406 SH SOLE 12406 0 0 GOLDMAN SACHS ETF TR ACCESS INVT GR 381430479 319 5973 SH SOLE 5973 0 0 GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107 368 11148 SH SOLE 11148 0 0 GRAINGER W W INC COM 384802104 441 1100 SH SOLE 1100 0 0 HARMONY GOLD MINING CO LTD SPONSORED ADR 413216300 218 50000 SH SOLE 50000 0 0 HUBSPOT INC COM 443573100 625 1376 SH SOLE 1376 0 0 INDEPENDENT BK GROUP INC COM 45384B106 580 8025 SH SOLE 8025 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 3446 10799 SH SOLE 10799 0 0 ISHARES TR U.S. BAS MTL ETF 464287838 251 2000 SH SOLE 2000 0 0 ISHARES TR U.S. FIN SVC ETF 464287770 437 2550 SH SOLE 2550 0 0 ISHARES TR CORE S&P500 ETF 464287200 1292 3248 SH SOLE 3248 0 0 ISHARES TR NATIONAL MUN ETF 464288414 227 1960 SH SOLE 1960 0 0 ISHARES TR RUS 1000 ETF 464287622 3227 14416 SH SOLE 14416 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 1883 7747 SH SOLE 7747 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 333 2200 SH SOLE 2200 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 274 1241 SH SOLE 1241 0 0 ISHARES TR RUS MID CAP ETF 464287499 392 5297 SH SOLE 5297 0 0 ISHARES TR RUS MD CP GR ETF 464287481 236 2308 SH SOLE 2308 0 0 ISHARES TR S&P 100 ETF 464287101 45639 253791 SH SOLE 253791 0 0 JD.COM INC SPON ADR CL A 47215P106 395 4682 SH SOLE 4682 0 0 JOHNSON & JOHNSON COM 478160104 3143 19123 SH SOLE 19123 0 0 JPMORGAN CHASE & CO COM 46625H100 502 3298 SH SOLE 3298 0 0 KINDER MORGAN INC DEL COM 49456B101 251 15061 SH SOLE 15061 0 0 LAKELAND BANCORP INC COM 511637100 1083 62121 SH SOLE 62121 0 0 MCDONALDS CORP COM 580135101 241 1077 SH SOLE 1077 0 0 MERCADOLIBRE INC COM 58733R102 2944 2000 SH SOLE 2000 0 0 MERCK & CO. 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