Director of Finance and CCO

0001720969-24-000001.txt : 20240212 0001720969-24-000001.hdr.sgml : 20240212 20240212125658 ACCESSION NUMBER: 0001720969-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240212 DATE AS OF CHANGE: 20240212 EFFECTIVENESS DATE: 20240212 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Legacy Advisors, LLC CENTRAL INDEX KEY: 0001720969 ORGANIZATION NAME: 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: 24618744 BUSINESS ADDRESS: STREET 1: 401 PLYMOUTH ROAD STREET 2: SUITE 150 CITY: PLYMOUTH MEETING STATE: PA ZIP: 19462 BUSINESS PHONE: 610.943.3014 MAIL ADDRESS: STREET 1: 401 PLYMOUTH ROAD STREET 2: SUITE 150 CITY: PLYMOUTH MEETING STATE: PA ZIP: 19462 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001720969 XXXXXXXX 12-31-2023 12-31-2023 false Legacy Advisors, LLC

401 Plymouth Road Suite 150 Plymouth Meeting PA 19462

13F COMBINATION REPORT 028-18155 000139830 801-66582 0001350585 028-11563 000111335 801-60111 Coho Partners, Ltd. 0000884541 028-03125 000110901 801-17958 TRILLIUM ASSET MANAGEMENT, LLC 0001329883 028-11465 000135405 801-64257 Sterling Capital Management LLC 0001207017 028-10469 000122836 801-61701 LAZARD ASSET MANAGEMENT LLC 0001106129 028-03495 000105281 801-32726 JENSEN INVESTMENT MANAGEMENT INC 0000932859 028-04558 000114310 801-60485 PARAMETRIC PORTFOLIO ASSOCIATES LLC 0001442056 028-13334 000146019 801-68723 CONFLUENCE INVESTMENT MANAGEMENT LLC 0000897378 028-03434 000105161 801-23386 CONGRESS ASSET MANAGEMENT CO /MA N Matthew Sgro Director of Finance and CCO 610-943-3016 /s/Matthew Sgro Plymouth Meeting PA 02-12-2024 0 306 776356522 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 283685 2595 SH SOLE 2595 0 0 ABBOTT LABS COM 002824100 3903633 35465 SH SOLE 35465 0 0 ABBVIE INC COM 00287Y109 2952333 19051 SH SOLE 19051 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 5570258 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2173519 12751 SH SOLE 12751 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 2409221 4536 SH SOLE 4536 0 0 TJX COS INC NEW COM 872540109 371394 3959 SH SOLE 3959 0 0 TOAST INC CL A 888787108 245944 13469 SH SOLE 13469 0 0 TOYOTA MOTOR CORP ADS 892331307 205019 1118 SH SOLE 1118 0 0 TRADEWEB MKTS INC CL A 892672106 530467 5837 SH SOLE 5837 0 0 TRUIST FINL CORP COM 89832Q109 3068421 83110 SH SOLE 83110 0 0 UBER TECHNOLOGIES INC COM 90353T100 7975839 129541 SH SOLE 129541 0 0 UNION PAC CORP COM 907818108 550189 2240 SH SOLE 2240 0 0 UNITED PARCEL SERVICE INC CL B 911312106 2790623 17749 SH SOLE 17749 0 0 UNITEDHEALTH GROUP INC COM 91324P102 7761013 14742 SH SOLE 14742 0 0 US BANCORP DEL COM NEW 902973304 2222059 50767 SH SOLE 50767 0 0 V F CORP COM 918204108 366393 19489 SH SOLE 19489 0 0 VALLEY NATL BANCORP COM 919794107 268765 24500 SH SOLE 24500 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 496389 6749 SH SOLE 6749 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 957852 4490 SH SOLE 4490 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 8612822 19718 SH SOLE 19718 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 235463 1575 SH SOLE 1575 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 201761 649 SH SOLE 649 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1174002 4949 SH SOLE 4949 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 241527 1100 SH SOLE 1100 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 3211828 13806 SH SOLE 13806 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 1339441 6140 SH SOLE 6140 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 366053 5677 SH SOLE 5677 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 316739 1859 SH SOLE 1859 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 3018383 52077 SH SOLE 52077 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 2874249 25748 SH SOLE 25748 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 738612 1526 SH SOLE 1526 0 0 VEEVA SYS INC CL A COM 922475108 682676 3546 SH SOLE 3546 0 0 VERISK ANALYTICS INC COM 92345Y106 1304414 5461 SH SOLE 5461 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 742313 19690 SH SOLE 19690 0 0 VERTEX INC CL A 92538J106 87416825 3244871 SH SOLE 3244871 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 209141 514 SH SOLE 514 0 0 VISA INC COM CL A 92826C839 1899945 7298 SH SOLE 7298 0 0 WALMART INC COM 931142103 695484 4397 SH SOLE 4397 0 0 WASTE MGMT INC DEL COM 94106L109 1794538 10020 SH SOLE 10020 0 0 WELLS FARGO CO NEW COM 949746101 382735 7776 SH SOLE 7776 0 0 WESTERN ALLIANCE BANCORP COM 957638109 304345 4626 SH SOLE 4626 0 0 WILLIAMS COS INC COM 969457100 1505944 43237 SH SOLE 43237 0 0 WORKDAY INC CL A 98138H101 470406 1704 SH SOLE 1704 0 0 ZOETIS INC CL A 98978V103 644610 3266 SH SOLE 3266 0 0 ZSCALER INC COM 98980G102 578936 2613 SH SOLE 2613 0 0