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Legacy Advisors, LLC

Q4 2018 Holdings

Filed 2019-01-14 | 109 holdings | $3.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Alibaba Group Hldg LTD Sponsored ADS(BABA)SPONSORED ADS01609W102$2.1M15,38968.2%
Cisco SYS Inc COM(CSCO)COM17275R102$302.0K6,9749.8%
Conocophillips COM(COP)COM20825C104$287.0K4,6109.3%
Charter Communications Inc New CL A(CHTR)CL A16119P108$264.0K9258.5%
Spdr S&P Midcap 400 ETF(MDY)UTSER1 S&PDCRP78467Y107$15.5K51,0870.5%
Spdr S&P 500 ETF(SPY)TR UNIT78462F103$7.2K28,9680.2%
Aqua America Inc COMCOM03836W103$5.3K154,2150.2%
Fulton Finl Corp PA COM(FULT)COM360271100$4.9K319,3220.2%
Ishares Core S&P 500 ETF(IVV)CORE S&P500 ETF464287200$4.2K16,8210.1%
Vanguard Short-Term Bond Index Fund(BSV)SHORT TRM BOND921937827$4.2K52,9770.1%
Vanguard S&P 500 ETF(VOO)S&P 500 ETF SHS922908363$4.1K17,6520.1%
Vanguard Intermediate-Term Corporate Bond ETF(VCIT)INT-TERM CORP92206C870$4.0K48,0460.1%
Vanguard Total International Stock ETF(VXUS)VG TL INTL STK F921909768$3.8K80,1080.1%
Customers Bancorp Inc COM(CUBI)COM23204G100$3.4K188,8080.1%
Johnson & Johnson COM(JNJ)COM478160104$3.1K23,6560.1%
Apple Inc COM(AAPL)COM037833100$2.6K16,5120.1%
Axis Capital Holdings LTD SHS(AXS)SHSG0692U109$2.6K50,3410.1%
Ishares Russell 1000 ETF(IWB)RUS 1000 ETF464287622$2.1K14,8580.1%
Facebook Inc CL A(META)CL A30303M102$2.0K15,5220.1%
Ishares Russell 1000 Growth ETF(IWF)RUS 1000 GRW ETF464287614$1.9K14,6670.1%
Invesco QQQ Trust(QQQ)UNIT SER 146090E103$1.9K12,3660.1%
Disney Walt Co COM Disney(DIS)COM DISNEY254687106$1.8K16,0640.1%
Amazon COM Inc COM(AMZN)COM023135106$1.7K1,1200.1%
Boeing Co COM(BA)COM097023105$1.6K4,9670.1%
Reinsurance Group Amer Inc COM New(RGA)COM NEW759351604$1.6K11,3410.1%
Chevron Corp New COM(CVX)COM166764100$1.5K14,1450.0%
Invesco Senior Loan ETF(BKLN)SR LN ETF46138G508$1.5K69,8980.0%
Ishares Iboxx $ High Yield Corporate Bond ETF(HYG)IBOXX HI YD ETF464288513$1.5K18,6430.0%
Consumer Staples Select Sector Spdr Fund(XLP)SBI CONS STPLS81369Y308$1.5K29,0500.0%
Technology Select Sector Spdr Fund(XLK)TECHNOLOGY81369Y803$1.5K23,4100.0%
Bank Amer Corp COM(BAC)COM060505104$1.4K56,9420.0%
V F Corp COM(VFC)COM918204108$1.4K19,0640.0%
Ishares Russell 2000 ETF(IWM)RUSSELL 2000 ETF464287655$1.3K9,4580.0%
Microsoft Corp COM(MSFT)COM594918104$1.3K12,3930.0%
Exxon Mobil Corp COM(XOM)COM30231G102$1.2K18,2090.0%
Ishares Russell 1000 Value ETF(IWD)RUS 1000 VAL ETF464287598$1.2K10,7530.0%
Dowdupont Inc COMCOM26078J100$1.2K22,1700.0%
Gildan Activewear Inc COM(GIL)COM375916103$1.1K35,5500.0%
Vanguard Russell 2000 ETF(VTWO)VNG RUS2000IDX92206C664$9138,5050.0%
CNO Finl Group Inc COM(CNO)COM12621E103$90060,5080.0%
Lakeland Bancorp Inc COM(LBAIUSD)COM511637100$85557,7400.0%
Amgen Inc COM(AMGN)COM031162100$8174,1990.0%
JPMorgan Chase & Co COM(JPM)COM46625H100$7968,1490.0%
Equifax Inc COM(EFX)COM294429105$7297,8230.0%
Comcast Corp New CL A(CMCSA)CL A20030N101$71520,9990.0%
Vanguard Ftse Europe ETF(VGK)FTSE EUROPE ETF922042874$70114,4120.0%
Health Care Select Sector Spdr Fund(XLV)SBI HEALTHCARE81369Y209$6988,0640.0%
Amerisourcebergen Corp COM(COR)COM03073E105$6839,1780.0%
United Parcel Service Inc CL B(UPS)CL B911312106$6736,9040.0%
Vanguard High Dividend Yield Index Fund(VYM)HIGH DIV YLD921946406$6528,3560.0%
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