0001720969-24-000002.txt : 20240430 0001720969-24-000002.hdr.sgml : 20240430 20240430093814 ACCESSION NUMBER: 0001720969-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240430 DATE AS OF CHANGE: 20240430 EFFECTIVENESS DATE: 20240430 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: 24894461 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 03-31-2024 03-31-2024 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 610-943-3016 /s/Matthew Sgro Plymouth Meeting PA 04-30-2024 0 314 791417662 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 281404 2653 SH SOLE 2653 0 0 ABBOTT LABS COM 002824100 3424576 30130 SH SOLE 30130 0 0 ABBVIE INC COM 00287Y109 3609222 19820 SH SOLE 19820 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 5521499 15930 SH SOLE 15930 0 0 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9007 0 0 TARGET CORP COM 87612E106 256068 1445 SH SOLE 1445 0 0 TESLA INC COM 88160R101 2171182 12351 SH SOLE 12351 0 0 TEXAS INSTRS INC COM 882508104 2405593 13809 SH SOLE 13809 0 0 THE CIGNA GROUP COM 125523100 206292 568 SH SOLE 568 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 1676167 2882 SH SOLE 2882 0 0 TJX COS INC NEW COM 872540109 419372 4135 SH SOLE 4135 0 0 TOAST INC CL A 888787108 584847 23469 SH SOLE 23469 0 0 TOYOTA MOTOR CORP ADS 892331307 281378 1118 SH SOLE 1118 0 0 TRADEWEB MKTS INC CL A 892672106 657313 6310 SH SOLE 6310 0 0 TRANSDIGM GROUP INC COM 893641100 248783 202 SH SOLE 202 0 0 TRUIST FINL CORP COM 89832Q109 3246137 83277 SH SOLE 83277 0 0 UBER TECHNOLOGIES INC COM 90353T100 9860340 128073 SH SOLE 128073 0 0 UNION PAC CORP COM 907818108 598448 2421 SH SOLE 2421 0 0 UNITED PARCEL SERVICE INC CL B 911312106 1875059 12616 SH SOLE 12616 0 0 UNITEDHEALTH GROUP INC COM 91324P102 5977638 12083 SH SOLE 12083 0 0 US BANCORP DEL COM NEW 902973304 1476854 32681 SH SOLE 32681 0 0 V F CORP COM 918204108 295863 19287 SH SOLE 19287 0 0 VALLEY NATL BANCORP COM 919794107 195020 24500 SH SOLE 24500 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 490180 6749 SH SOLE 6749 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 241527 1100 SH SOLE 1100 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 3449817 13807 SH SOLE 13807 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 9802915 20393 SH SOLE 20393 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 856025 2487 SH SOLE 2487 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 339889 2087 SH SOLE 2087 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 393489 1514 SH SOLE 1514 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 1472126 6140 SH SOLE 6140 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 1026369 4490 SH SOLE 4490 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 382289 5677 SH SOLE 5677 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 339519 1859 SH SOLE 1859 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 3141690 52101 SH SOLE 52101 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 3115251 25748 SH SOLE 25748 0 0 VANGUARD WORLD FD INF TECH ETF 92204A702 931966 1777 SH SOLE 1777 0 0 VEEVA SYS INC CL A COM 922475108 829450 3580 SH SOLE 3580 0 0 VERISK ANALYTICS INC COM 92345Y106 1402078 5938 SH SOLE 5938 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 781043 18614 SH SOLE 18614 0 0 VERTEX INC CL A 92538J106 68735659 2164221 SH SOLE 2164221 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 228651 547 SH SOLE 547 0 0 VISA INC COM CL A 92826C839 2508834 8990 SH SOLE 8990 0 0 VISTRA CORP COM 92840M102 273906 3921 SH SOLE 3921 0 0 WALMART INC COM 931142103 782391 13003 SH SOLE 13003 0 0 WASTE MGMT INC DEL COM 94106L109 2204049 10340 SH SOLE 10340 0 0 WELLS FARGO CO NEW COM 949746101 500369 8633 SH SOLE 8633 0 0 WILLIAMS COS INC COM 969457100 1560485 40043 SH SOLE 40043 0 0 WORKDAY INC CL A 98138H101 409398 1501 SH SOLE 1501 0 0 ZOETIS INC CL A 98978V103 1948935 11518 SH SOLE 11518 0 0 ZSCALER INC COM 98980G102 504498 2619 SH SOLE 2619 0 0