0001720969-21-000001.txt : 20210115 0001720969-21-000001.hdr.sgml : 20210115 20210115112406 ACCESSION NUMBER: 0001720969-21-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210115 DATE AS OF CHANGE: 20210115 EFFECTIVENESS DATE: 20210115 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: 21530917 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 12-31-2020 12-31-2020 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 James McCallister 610-943-3016 /s/ James McCallister Plymouth Meeting PA 01-15-2021 0 111 175992 INFORMATION TABLE 2 infotable.xml ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3607 15497 SH SOLE 15497 0 0 ALPHABET INC CAP STK CL A 02079K305 1698 969 SH SOLE 969 0 0 ALPHABET INC CAP STK CL C 02079K107 1214 693 SH SOLE 693 0 0 AMAZON COM INC COM 023135106 3381 1038 SH SOLE 1038 0 0 AMERICAN EXPRESS CO COM 025816109 435 3596 SH SOLE 3596 0 0 AMERICAN TOWER CORP NEW COM 03027X100 224 1000 SH SOLE 1000 0 0 AMGEN INC COM 031162100 739 3215 SH SOLE 3215 0 0 APPLE INC COM 037833100 6899 51993 SH SOLE 51993 0 0 AXIS CAP HLDGS LTD SHS G0692U109 1008 20000 SH SOLE 20000 0 0 BK OF AMERICA CORP COM 060505104 1505 49655 SH SOLE 49655 0 0 BOEING CO COM 097023105 1289 6021 SH SOLE 6021 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 370 5962 SH SOLE 5962 0 0 CHARTER COMMUNICATIONS INC N CL A 16119P108 797 1205 SH SOLE 1205 0 0 CHEVRON CORP NEW COM 166764100 238 2815 SH SOLE 2815 0 0 CNO FINL GROUP INC COM 12621E103 958 43079 SH SOLE 43079 0 0 COCA COLA CO COM 191216100 245 4471 SH SOLE 4471 0 0 COMCAST CORP NEW CL A 20030N101 1007 19213 SH SOLE 19213 0 0 COPART INC COM 217204106 208 1632 SH SOLE 1632 0 0 CORTEVA INC COM 22052L104 233 6011 SH SOLE 6011 0 0 CVS HEALTH CORP COM 126650100 260 3800 SH SOLE 3800 0 0 CYRUSONE INC COM 23283R100 565 7727 SH SOLE 7727 0 0 DATADOG INC CL A COM 23804L103 256 2600 SH SOLE 2600 0 0 DIGITAL RLTY TR INC COM 253868103 607 4348 SH SOLE 4348 0 0 DISNEY WALT CO COM 254687106 2553 14093 SH SOLE 14093 0 0 DOCUSIGN INC COM 256163106 1059 4765 SH SOLE 4765 0 0 DROPBOX INC CL A 26210C104 444 20000 SH SOLE 20000 0 0 ENERGY TRANSFER LP COM UT LTD PTN 29273V100 228 36902 SH SOLE 36902 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 700 35710 SH SOLE 35710 0 0 EQUIFAX INC COM 294429105 1509 7823 SH SOLE 7823 0 0 EQUINIX INC COM 29444U700 618 865 SH SOLE 865 0 0 ESSENTIAL UTILS INC COM 29670G102 3037 64215 SH SOLE 64215 0 0 EXXON MOBIL CORP COM 30231G102 433 10493 SH SOLE 10493 0 0 FACEBOOK INC CL A 30303M102 4364 15977 SH SOLE 15977 0 0 FEDEX CORP COM 31428X106 409 1574 SH SOLE 1574 0 0 FORD MTR CO DEL COM 345370860 329 37468 SH SOLE 37468 0 0 FULTON FINL CORP PA COM 360271100 3576 281104 SH SOLE 281104 0 0 GENERAL ELECTRIC CO COM 369604103 322 29791 SH SOLE 29791 0 0 GENERAL MTRS CO COM 37045V100 354 8508 SH SOLE 8508 0 0 GILDAN ACTIVEWEAR INC COM 375916103 597 21308 SH SOLE 21308 0 0 GILEAD SCIENCES INC COM 375558103 316 5416 SH SOLE 5416 0 0 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 606 8012 SH SOLE 8012 0 0 GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107 236 7404 SH SOLE 7404 0 0 GRAINGER W W INC COM 384802104 449 1100 SH SOLE 1100 0 0 HARMONY GOLD MINING CO LTD SPONSORED ADR 413216300 234 50000 SH SOLE 50000 0 0 HUBSPOT INC COM 443573100 546 1376 SH SOLE 1376 0 0 INDEPENDENT BK GROUP INC COM 45384B106 502 8025 SH SOLE 8025 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 3042 9697 SH SOLE 9697 0 0 ISHARES TR U.S. BAS MTL ETF 464287838 227 2000 SH SOLE 2000 0 0 ISHARES TR U.S. FIN SVC ETF 464287770 383 2550 SH SOLE 2550 0 0 ISHARES TR CORE S&P500 ETF 464287200 1219 3248 SH SOLE 3248 0 0 ISHARES TR RUS 1000 ETF 464287622 3157 14901 SH SOLE 14901 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 1868 7747 SH SOLE 7747 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 301 2200 SH SOLE 2200 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 279 1422 SH SOLE 1422 0 0 ISHARES TR RUS MID CAP ETF 464287499 398 5807 SH SOLE 5807 0 0 ISHARES TR S&P 100 ETF 464287101 38054 221706 SH SOLE 221706 0 0 ISHARES TR TIPS BD ETF 464287176 207 1624 SH SOLE 1624 0 0 JD.COM INC SPON ADR CL A 47215P106 412 4682 SH SOLE 4682 0 0 JOHNSON & JOHNSON COM 478160104 2936 18657 SH SOLE 18657 0 0 JPMORGAN CHASE & CO COM 46625H100 308 2423 SH SOLE 2423 0 0 KINDER MORGAN INC DEL COM 49456B101 206 15061 SH SOLE 15061 0 0 LAKELAND BANCORP INC COM 511637100 789 62121 SH SOLE 62121 0 0 MCDONALDS CORP COM 580135101 671 3127 SH SOLE 3127 0 0 MERCADOLIBRE INC COM 58733R102 3350 2000 SH SOLE 2000 0 0 MERCK & CO. 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