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Legacy Advisors, LLC

Q1 2020 Holdings

Filed 2020-04-15 | 96 holdings | $4.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Alibaba Group Hldg LTD(BABA)SPONSORED ADS01609W102$3.1M15,76069.1%
Boeing Co(BA)COM097023105$868.0K5,82119.6%
Charter Communications Inc N(CHTR)CL A16119P108$404.0K9259.1%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$8.0K30,9930.2%
Spdr S&P Midcap 400 ETF TR(MDY)UTSER1 S&PDCRP78467Y107$7.0K26,4690.2%
Essential Utils Inc(WTRG)COM29670G102$6.3K154,2150.1%
Uber Technologies Inc(UBER)COM90353T100$4.4K156,1720.1%
Apple Inc(AAPL)COM037833100$4.0K15,7450.1%
Fulton Finl Corp PA(FULT)COM360271100$3.7K319,3220.1%
Johnson & Johnson(JNJ)COM478160104$3.0K23,0990.1%
Vanguard Index FDS(VOO)S&P 500 ETF SHS922908363$2.8K11,7870.1%
Facebook Inc(META)CL A30303M102$2.6K15,6560.1%
Invesco QQQ TR(QQQ)UNIT SER 146090E103$2.5K13,1190.1%
Microsoft Corp(MSFT)COM594918104$2.3K14,5220.1%
Ishares TR(IWF)RUS 1000 GRW ETF464287614$2.2K14,6670.0%
Ishares TR(IWB)RUS 1000 ETF464287622$2.0K14,3740.0%
BK of America Corp(BAC)COM060505104$1.9K89,6760.0%
Disney Walt Co(DIS)COM DISNEY254687106$1.8K18,3870.0%
Amazon COM Inc(AMZN)COM023135106$1.6K8420.0%
Select Sector Spdr TR(XLK)TECHNOLOGY81369Y803$1.6K20,0610.0%
Select Sector Spdr TR(XLP)SBI CONS STPLS81369Y308$1.6K29,4460.0%
Vanguard Scottsdale FDS(VTWO)VNG RUS2000IDX92206C664$1.6K17,2850.0%
V F Corp(VFC)COM918204108$1.0K19,0640.0%
Mercadolibre Inc(MELI)COM58733R102$9772,0000.0%
Enterprise Prods Partners L(EPD)COM293792107$96867,7030.0%
Equifax Inc(EFX)COM294429105$9347,8230.0%
Lakeland Bancorp Inc(LBAIUSD)COM511637100$89182,4360.0%
Servicenow Inc(NOW)COM81762P102$8823,0780.0%
New Jersey RES(NJR)COM646025106$86425,1960.0%
JPMorgan Chase & Co(JPM)COM46625H100$8108,9960.0%
Chevron Corp New(CVX)COM166764100$80211,0730.0%
Vanguard Index FDS(VTI)TOTAL STK MKT922908769$7886,1090.0%
United Parcel Service Inc(UPS)CL B911312106$7768,3060.0%
Axis Capital Holdings LTD(AXS)SHSG0692U109$77320,0000.0%
Vanguard Star FDS(VXUS)VG TL INTL STK F921909768$76718,2730.0%
Ishares TR(IVV)CORE S&P500 ETF464287200$7652,9590.0%
Alphabet Inc(GOOG)CAP STK CL C02079K107$7476420.0%
Reinsurance GRP of America I(RGA)COM NEW759351604$7268,6310.0%
Select Sector Spdr TR(XLV)SBI HEALTHCARE81369Y209$7128,0320.0%
Amerisourcebergen Corp(COR)COM03073E105$7088,0000.0%
Comcast Corp New(CMCSA)CL A20030N101$66119,2130.0%
Pepsico Inc(PEP)COM713448108$6435,3500.0%
Amgen Inc(AMGN)COM031162100$6433,1740.0%
Spdr Gold Trust(GLD)GOLD SHS78463V107$6294,2500.0%
Digital Rlty TR Inc(DLR)COM253868103$6044,3480.0%
Bristol-Myers Squibb Co(BMY)COM110122108$58910,5610.0%
Vanguard Whitehall FDS(VYM)HIGH DIV YLD921946406$5818,2120.0%
Alphabet Inc(GOOGL)CAP STK CL A02079K305$5554780.0%
QTS Rlty TR Inc(QTS)COM CL A74736A103$5529,5150.0%
Eaton Corp PLC(ETN)SHSG29183103$5457,0120.0%
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