0001606587-19-000343.txt : 20190412
0001606587-19-000343.hdr.sgml : 20190412
20190412120235
ACCESSION NUMBER: 0001606587-19-000343
CONFORMED SUBMISSION TYPE: 13F-HR/A
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190331
FILED AS OF DATE: 20190412
DATE AS OF CHANGE: 20190412
EFFECTIVENESS DATE: 20190412
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/A
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18155
FILM NUMBER: 19745677
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/A
1
primary_doc.xml
13F-HR/A
LIVE
false
true
false
0001720969
XXXXXXXX
03-31-2019
03-31-2019
true
1
NEW HOLDINGS
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
Richard Holt, Jr
Chief Investment Strategist
610-943-3000
Richard Holt, Jr
Plymouth Meeting
PA
04-12-2019
0
115
147567
false
INFORMATION TABLE
2
form13InfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
3M CO COM
COM
88579Y101
235
1130
SH
SOLE
NONE
0
0
1130
ABBOTT LABS COM
COM
002824100
236
2956
SH
SOLE
NONE
0
0
2956
ALIBABA GROUP HLDG LTD SPONSORED ADS
SPONSORED ADS
01609W102
2826
15489
SH
SOLE
NONE
0
0
15489
ALPHABET INC CAP STK CL A
CAP STK CL A
02079K305
594
505
SH
SOLE
NONE
0
0
505
ALPHABET INC CAP STK CL C
CAP STK CL C
02079K107
690
588
SH
SOLE
NONE
0
0
588
ALTRIA GROUP INC COM
COM
02209S103
488
8503
SH
SOLE
NONE
0
0
8503
AMAZON COM INC COM
COM
023135106
1799
1010
SH
SOLE
NONE
0
0
1010
AMERICAN EXPRESS CO COM
COM
025816109
281
2575
SH
SOLE
NONE
0
0
2575
AMERISOURCEBERGEN CORP COM
COM
03073E105
739
9293
SH
SOLE
NONE
0
0
9293
AMGEN INC COM
COM
031162100
687
3617
SH
SOLE
NONE
0
0
3617
ANNALY CAP MGMT INC COM
COM
035710409
585
58550
SH
SOLE
NONE
0
0
58550
APPLE INC COM
COM
037833100
3259
17157
SH
SOLE
NONE
0
0
17157
AQUA AMERICA INC COM
COM
03836W103
5620
154215
SH
SOLE
NONE
0
0
154215
AT&T INC COM
COM
00206R102
292
9309
SH
SOLE
NONE
0
0
9309
AUTOMATIC DATA PROCESSING INC COM
COM
053015103
253
1575
SH
SOLE
NONE
0
0
1575
AXIS CAPITAL HOLDINGS LTD SHS
SHS
G0692U109
2758
50341
SH
SOLE
NONE
0
0
50341
BAIDU INC SPON ADR REP A
SPON ADR REP A
056752108
591
3585
SH
SOLE
NONE
0
0
3585
BANK AMER CORP COM
COM
060505104
3334
120835
SH
SOLE
NONE
0
0
120835
BOEING CO COM
COM
097023105
1513
3967
SH
SOLE
NONE
0
0
3967
BRISTOL MYERS SQUIBB CO COM
COM
110122108
504
10561
SH
SOLE
NONE
0
0
10561
CANNTRUST HLDGS INC COM
COM
137800207
1555
200500
SH
SOLE
NONE
0
0
200500
CHARTER COMMUNICATIONS INC NEW CL A
CL A
16119P108
321
925
SH
SOLE
NONE
0
0
925
CHEVRON CORP NEW COM
COM
166764100
1811
14701
SH
SOLE
NONE
0
0
14701
CISCO SYS INC COM
COM
17275R102
309
5732
SH
SOLE
NONE
0
0
5732
CNO FINL GROUP INC COM
COM
12621E103
849
52494
SH
SOLE
NONE
0
0
52494
COCA COLA CO COM
COM
191216100
422
8933
SH
SOLE
NONE
0
0
8933
COMCAST CORP NEW CL A
CL A
20030N101
829
20731
SH
SOLE
NONE
0
0
20731
CONOCOPHILLIPS COM
COM
20825C104
338
5060
SH
SOLE
NONE
0
0
5060
CONSUMER STAPLES SELECT SECTOR SPDR FUND
SBI CONS STPLS
81369Y308
1639
29208
SH
SOLE
NONE
0
0
29208
CUSTOMERS BANCORP INC COM
COM
23204G100
3457
188808
SH
SOLE
NONE
0
0
188808
CVS HEALTH CORP COM
COM
126650100
480
8906
SH
SOLE
NONE
0
0
8906
DISNEY WALT CO COM DISNEY
COM DISNEY
254687106
1729
15576
SH
SOLE
NONE
0
0
15576
DOWDUPONT INC COM
COM
26078J100
1171
21972
SH
SOLE
NONE
0
0
21972
EATON CORP PLC SHS
SHS
G29183103
625
7762
SH
SOLE
NONE
0
0
7762
ENERGY SELECT SECTOR SPDR FUND
ENERGY
81369Y506
249
3770
SH
SOLE
NONE
0
0
3770
ENERGY TRANSFER LP COM UT LTD PTN
COM UT LTD PTN
29273V100
226
14693
SH
SOLE
NONE
0
0
14693
ENTERPRISE PRODS PARTNERS L P COM
COM
293792107
407
13999
SH
SOLE
NONE
0
0
13999
EQUIFAX INC COM
COM
294429105
927
7823
SH
SOLE
NONE
0
0
7823
EXXON MOBIL CORP COM
COM
30231G102
1066
13196
SH
SOLE
NONE
0
0
13196
FACEBOOK INC CL A
CL A
30303M102
2497
14980
SH
SOLE
NONE
0
0
14980
FORD MTR CO DEL COM
COM
345370860
262
29840
SH
SOLE
NONE
0
0
29840
FULTON FINL CORP PA COM
COM
360271100
4943
319322
SH
SOLE
NONE
0
0
319322
GENERAL ELECTRIC CO COM
COM
369604103
607
60770
SH
SOLE
NONE
0
0
60770
GILDAN ACTIVEWEAR INC COM
COM
375916103
900
24928
SH
SOLE
NONE
0
0
24928
GRAINGER W W INC COM
COM
384802104
388
1288
SH
SOLE
NONE
0
0
1288
HEALTH CARE SELECT SECTOR SPDR FUND
SBI HEALTHCARE
81369Y209
743
8094
SH
SOLE
NONE
0
0
8094
HUBSPOT INC COM
COM
443573100
229
1376
SH
SOLE
NONE
0
0
1376
INDEPENDENT BK GROUP INC COM
COM
45384B106
454
8859
SH
SOLE
NONE
0
0
8859
INVESCO QQQ TRUST
UNIT SER 1
46090E103
2226
12390
SH
SOLE
NONE
0
0
12390
INVESCO SENIOR LOAN ETF
SR LN ETF
46138G508
1495
66027
SH
SOLE
NONE
0
0
66027
ISHARES CORE MSCI EAFE ETF
CORE MSCI EAFE
46432F842
275
4518
SH
SOLE
NONE
0
0
4518
ISHARES CORE S&P 500 ETF
CORE S&P500 ETF
464287200
5590
19646
SH
SOLE
NONE
0
0
19646
ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF
IBOXX HI YD ETF
464288513
1525
17631
SH
SOLE
NONE
0
0
17631
ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF
IBOXX INV CP ETF
464287242
247
2076
SH
SOLE
NONE
0
0
2076
ISHARES MSCI ALL COUNTRY ASIA EX JAPAN INDEX FUND
MSCI AC ASIA ETF
464288182
418
5915
SH
SOLE
NONE
0
0
5915
ISHARES RUSSELL 1000 ETF
RUS 1000 ETF
464287622
2337
14853
SH
SOLE
NONE
0
0
14853
ISHARES RUSSELL 1000 GROWTH ETF
RUS 1000 GRW ETF
464287614
2220
14667
SH
SOLE
NONE
0
0
14667
ISHARES RUSSELL 1000 VALUE ETF
RUS 1000 VAL ETF
464287598
1328
10753
SH
SOLE
NONE
0
0
10753
ISHARES RUSSELL 2000 ETF
RUSSELL 2000 ETF
464287655
1402
9155
SH
SOLE
NONE
0
0
9155
ISHARES RUSSELL 2000 GROWTH ETF
RUS 2000 GRW ETF
464287648
275
1399
SH
SOLE
NONE
0
0
1399
ISHARES RUSSELL MID-CAP ETF
RUS MID CAP ETF
464287499
319
5904
SH
SOLE
NONE
0
0
5904
ISHARES S&P MIDCAP FUND
CORE S&P MCP ETF
464287507
339
1789
SH
SOLE
NONE
0
0
1789
ISHARES TIPS BOND ETF
TIPS BD ETF
464287176
205
1809
SH
SOLE
NONE
0
0
1809
JOHNSON & JOHNSON COM
COM
478160104
3288
23520
SH
SOLE
NONE
0
0
23520
JPMORGAN CHASE & CO COM
COM
46625H100
811
8007
SH
SOLE
NONE
0
0
8007
KINDER MORGAN INC DEL COM
COM
49456B101
306
15311
SH
SOLE
NONE
0
0
15311
KRAFT HEINZ CO COM
COM
500754106
354
10833
SH
SOLE
NONE
0
0
10833
LAKELAND BANCORP INC COM
COM
511637100
862
57740
SH
SOLE
NONE
0
0
57740
MATERIALS SELECT SECTOR SPDR FUND
SBI MATERIALS
81369Y100
358
6445
SH
SOLE
NONE
0
0
6445
MCDONALDS CORP COM
COM
580135101
572
3011
SH
SOLE
NONE
0
0
3011
MERCADOLIBRE INC COM
COM
58733R102
1015
2000
SH
SOLE
NONE
0
0
2000
MERCK & CO INC COM
COM
58933Y105
547
6573
SH
SOLE
NONE
0
0
6573
MICROSOFT CORP COM
COM
594918104
1669
14153
SH
SOLE
NONE
0
0
14153
NEW JERSEY RES COM
COM
646025106
651
12997
SH
SOLE
NONE
0
0
12997
ON DECK CAP INC COM
COM
682163100
251
46343
SH
SOLE
NONE
0
0
46343
PAYCHEX INC COM
COM
704326107
378
4710
SH
SOLE
NONE
0
0
4710
PEPSICO INC COM
COM
713448108
729
5950
SH
SOLE
NONE
0
0
5950
PFIZER INC COM
COM
717081103
598
14074
SH
SOLE
NONE
0
0
14074
PHILIP MORRIS INTL INC COM
COM
718172109
312
3526
SH
SOLE
NONE
0
0
3526
PHILLIPS 66 COM
COM
718546104
219
2305
SH
SOLE
NONE
0
0
2305
PPL CORP COM
COM
69351T106
257
8000
SH
SOLE
NONE
0
0
8000
PROCTER AND GAMBLE CO COM
COM
742718109
286
2750
SH
SOLE
NONE
0
0
2750
PUBLIC SVC ENTERPRISE GRP INC COM
COM
744573106
358
6020
SH
SOLE
NONE
0
0
6020
RAPID7 INC COM
COM
753422104
285
5638
SH
SOLE
NONE
0
0
5638
REINSURANCE GRP OF AMERICA INC COM NEW
COM NEW
759351604
1610
11341
SH
SOLE
NONE
0
0
11341
SERVICENOW INC COM
COM
81762P102
759
3078
SH
SOLE
NONE
0
0
3078
SOUTHWESTERN ENERGY CO COM
COM
845467109
49
10500
SH
SOLE
NONE
0
0
10500
SPDR DOW JONES INDUSTRIAL AVERAGE ETF
UT SER 1
78467X109
529
2042
SH
SOLE
NONE
0
0
2042
SPDR GOLD SHARES
GOLD SHS
78463V107
519
4250
SH
SOLE
NONE
0
0
4250
SPDR S&P 500 ETF
TR UNIT
78462F103
8261
29245
SH
SOLE
NONE
0
0
29245
SPDR S&P MIDCAP 400 ETF
UTSER1 S&PDCRP
78467Y107
17416
50424
SH
SOLE
NONE
0
0
50424
SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF
S&P OILGAS EXP
78464A730
223
7250
SH
SOLE
NONE
0
0
7250
SPOTIFY TECHNOLOGY S A SHS
SHS
L8681T102
499
3594
SH
SOLE
NONE
0
0
3594
STARBUCKS CORP COM
COM
855244109
406
5460
SH
SOLE
NONE
0
0
5460
STONEMOR PARTNERS L P COM UNITS INT
COM UNITS INT
86183Q100
608
161302
SH
SOLE
NONE
0
0
161302
SYSCO CORP COM
COM
871829107
267
4000
SH
SOLE
NONE
0
0
4000
TECHNOLOGY SELECT SECTOR SPDR FUND
TECHNOLOGY
81369Y803
1693
22882
SH
SOLE
NONE
0
0
22882
UNITED PARCEL SERVICE INC CL B
CL B
911312106
741
6631
SH
SOLE
NONE
0
0
6631
UNITEDHEALTH GROUP INC COM
COM
91324P102
250
1013
SH
SOLE
NONE
0
0
1013
V F CORP COM
COM
918204108
1657
19064
SH
SOLE
NONE
0
0
19064
VANGUARD FTSE EMERGING MARKETS ETF
FTSE EMR MKT ETF
922042858
460
10826
SH
SOLE
NONE
0
0
10826
VANGUARD HIGH DIVIDEND YIELD ETF
HIGH DIV YLD
921946406
721
8413
SH
SOLE
NONE
0
0
8413
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
INT-TERM CORP
92206C870
2967
34159
SH
SOLE
NONE
0
0
34159
VANGUARD RUSSELL 2000 ETF
VNG RUS2000IDX
92206C664
1164
9464
SH
SOLE
NONE
0
0
9464
VANGUARD S&P 500 ETF
S&P 500 ETF SHS
922908363
4581
17652
SH
SOLE
NONE
0
0
17652
VANGUARD SHORT-TERM BOND INDEX FUND
SHORT TRM BOND
921937827
3079
38680
SH
SOLE
NONE
0
0
38680
VANGUARD TOTAL INTERNATIONAL STOCK ETF
VG TL INTL STK F
921909768
4323
83289
SH
SOLE
NONE
0
0
83289
VENTAS INC COM
COM
92276F100
255
4000
SH
SOLE
NONE
0
0
4000
VERIZON COMMUNICATIONS INC COM
COM
92343V104
410
6934
SH
SOLE
NONE
0
0
6934
VERTEX PHARMACEUTICALS INC COM
COM
92532F100
736
4000
SH
SOLE
NONE
0
0
4000
WALGREENS BOOTS ALLIANCE INC COM
COM
931427108
285
4500
SH
SOLE
NONE
0
0
4500
WALMART INC COM
COM
931142103
398
4057
SH
SOLE
NONE
0
0
4057
XCEL BRANDS INC COM NEW
COM NEW
98400M101
948
557725
SH
SOLE
NONE
0
0
557725
YUM BRANDS INC COM
COM
988498101
310
3108
SH
SOLE
NONE
0
0
3108
ZIMMER BIOMET HLDGS INC COM
COM
98956P102
419
3284
SH
SOLE
NONE
0
0
3284