0001720969-21-000003.txt : 20210713 0001720969-21-000003.hdr.sgml : 20210713 20210713153834 ACCESSION NUMBER: 0001720969-21-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210713 DATE AS OF CHANGE: 20210713 EFFECTIVENESS DATE: 20210713 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: 211087805 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 06-30-2021 06-30-2021 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 07-13-2021 0 124 246340 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 206 1038 SH SOLE 1038 0 0 ABBOTT LABS COM 002824100 200 1729 SH SOLE 1729 0 0 ABBVIE INC COM 00287Y109 221 1958 SH SOLE 1958 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3514 15497 SH SOLE 15497 0 0 ALPHABET INC CAP STK CL A 02079K305 2373 972 SH SOLE 972 0 0 ALPHABET INC CAP STK CL C 02079K107 1820 726 SH SOLE 726 0 0 AMAZON COM INC COM 023135106 3619 1052 SH SOLE 1052 0 0 AMERICAN EXPRESS CO COM 025816109 759 4596 SH SOLE 4596 0 0 AMERICAN TOWER CORP NEW COM 03027X100 270 1000 SH SOLE 1000 0 0 AMGEN INC COM 031162100 721 2957 SH SOLE 2957 0 0 APPLE INC COM 037833100 7515 54871 SH SOLE 54871 0 0 AXIS CAP HLDGS LTD SHS G0692U109 980 20000 SH SOLE 20000 0 0 BENTLEY SYS INC COM CL B 08265T208 14203 219255 SH SOLE 219255 0 0 BK OF AMERICA CORP COM 060505104 2047 49655 SH SOLE 49655 0 0 BOEING CO COM 097023105 770 3214 SH SOLE 3214 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 433 6473 SH SOLE 6473 0 0 CHARTER COMMUNICATIONS INC N CL A 16119P108 869 1205 SH SOLE 1205 0 0 CHEVRON CORP NEW COM 166764100 222 2115 SH SOLE 2115 0 0 CNO FINL GROUP INC COM 12621E103 970 41079 SH SOLE 41079 0 0 COCA COLA CO COM 191216100 256 4732 SH SOLE 4732 0 0 COMCAST CORP NEW CL A 20030N101 1096 19213 SH SOLE 19213 0 0 COPART INC COM 217204106 215 1632 SH SOLE 1632 0 0 CORTEVA INC COM 22052L104 267 6011 SH SOLE 6011 0 0 CVS HEALTH CORP COM 126650100 317 3800 SH SOLE 3800 0 0 CYRUSONE INC COM 23283R100 553 7727 SH SOLE 7727 0 0 DATADOG INC CL A COM 23804L103 271 2600 SH SOLE 2600 0 0 DIGITAL RLTY TR INC COM 253868103 654 4348 SH SOLE 4348 0 0 DISNEY WALT CO COM 254687106 2477 14093 SH SOLE 14093 0 0 DOCUSIGN INC COM 256163106 1332 4765 SH SOLE 4765 0 0 DROPBOX INC CL A 26210C104 606 20000 SH SOLE 20000 0 0 ENERGY TRANSFER LP COM UT LTD PTN 29273V100 392 36902 SH SOLE 36902 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 866 35896 SH SOLE 35896 0 0 EQUIFAX INC COM 294429105 1874 7823 SH SOLE 7823 0 0 EQUINIX INC COM 29444U700 694 865 SH SOLE 865 0 0 ESSENTIAL UTILS INC COM 29670G102 2935 64215 SH SOLE 64215 0 0 EXXON MOBIL CORP COM 30231G102 352 5573 SH SOLE 5573 0 0 FACEBOOK INC CL A 30303M102 5515 15862 SH SOLE 15862 0 0 FS KKR CAP CORP COM 302635206 362 16840 SH SOLE 16840 0 0 FULTON FINL CORP PA COM 360271100 4436 281104 SH SOLE 281104 0 0 GENERAL ELECTRIC CO COM 369604103 520 38656 SH SOLE 38656 0 0 GILDAN ACTIVEWEAR INC COM 375916103 641 17361 SH SOLE 17361 0 0 GOLDMAN SACHS ETF TR ACTIVEBETA US 381430602 231 3546 SH SOLE 3546 0 0 GOLDMAN SACHS ETF TR ACCESS INVT GR 381430479 534 9729 SH SOLE 9729 0 0 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 1762 20483 SH SOLE 20483 0 0 GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107 642 18369 SH SOLE 18369 0 0 GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 373 3722 SH SOLE 3722 0 0 GOLDMAN SACHS ETF TR ACCESS US AGRAT 38149W101 616 12583 SH SOLE 12583 0 0 GRAINGER W W INC COM 384802104 482 1100 SH SOLE 1100 0 0 HARMONY GOLD MINING CO LTD SPONSORED ADR 413216300 187 50000 SH SOLE 50000 0 0 HUBSPOT INC COM 443573100 802 1376 SH SOLE 1376 0 0 INDEPENDENT BK GROUP INC COM 45384B106 594 8025 SH SOLE 8025 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 3786 10681 SH SOLE 10681 0 0 ISHARES TR U.S. BAS MTL ETF 464287838 262 2014 SH SOLE 2014 0 0 ISHARES TR CORE MSCI EAFE 46432F842 285 3810 SH SOLE 3810 0 0 ISHARES TR CORE S&P500 ETF 464287200 1396 3248 SH SOLE 3248 0 0 ISHARES TR JPMORGAN USD EMG 464288281 221 1967 SH SOLE 1967 0 0 ISHARES TR NATIONAL MUN ETF 464288414 250 2137 SH SOLE 2137 0 0 ISHARES TR RUS 1000 ETF 464287622 3490 14416 SH SOLE 14416 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 2103 7747 SH SOLE 7747 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 349 2200 SH SOLE 2200 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 269 1171 SH SOLE 1171 0 0 ISHARES TR RUS MID CAP ETF 464287499 420 5297 SH SOLE 5297 0 0 ISHARES TR RUS MD CP GR ETF 464287481 261 2308 SH SOLE 2308 0 0 ISHARES TR S&P 100 ETF 464287101 54360 277091 SH SOLE 277091 0 0 JD.COM INC SPON ADR CL A 47215P106 374 4682 SH SOLE 4682 0 0 JOHNSON & JOHNSON COM 478160104 3024 18354 SH SOLE 18354 0 0 JPMORGAN CHASE & CO COM 46625H100 513 3298 SH SOLE 3298 0 0 KINDER MORGAN INC DEL COM 49456B101 275 15061 SH SOLE 15061 0 0 LAKELAND BANCORP INC COM 511637100 1086 62121 SH SOLE 62121 0 0 MERCADOLIBRE INC COM 58733R102 3116 2000 SH SOLE 2000 0 0 MERCK & CO. 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