IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Legacy Advisors, LLC

Q2 2020 Holdings

Filed 2020-07-09 | 102 holdings | $5.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Alibaba Group Hldg LTD(BABA)SPONSORED ADS01609W102$3.3M15,49762.4%
Boeing Co(BA)COM097023105$1.2M6,52122.3%
Charter Communications Inc N(CHTR)CL A16119P108$472.0K9258.8%
Conocophillips(COP)COM20825C104$224.0K5,3254.2%
Ishares TR(OEF)S&P 100 ETF464287101$16.9K118,5800.3%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$8.4K27,1330.2%
Spdr S&P Midcap 400 ETF TR(MDY)UTSER1 S&PDCRP78467Y107$7.2K22,1040.1%
Uber Technologies Inc(UBER)COM90353T100$5.0K160,6200.1%
Apple Inc(AAPL)COM037833100$4.8K13,2460.1%
Microsoft Corp(MSFT)COM594918104$3.6K17,6930.1%
Facebook Inc(META)CL A30303M102$3.6K15,7560.1%
Vanguard Index FDS(VOO)S&P 500 ETF SHS922908363$3.4K11,7870.1%
Invesco QQQ TR(QQQ)UNIT SER 146090E103$3.2K12,9150.1%
Fulton Finl Corp PA(FULT)COM360271100$3.0K281,1040.1%
Amazon COM Inc(AMZN)COM023135106$2.9K1,0380.1%
Ishares TR(IWF)RUS 1000 GRW ETF464287614$2.8K14,6670.1%
Essential Utils Inc(WTRG)COM29670G102$2.7K64,2150.1%
Johnson & Johnson(JNJ)COM478160104$2.6K18,4480.0%
Ishares TR(IWB)RUS 1000 ETF464287622$2.5K14,3740.0%
Select Sector Spdr TR(XLK)TECHNOLOGY81369Y803$2.1K20,0750.0%
Disney Walt Co(DIS)COM DISNEY254687106$2.1K18,6880.0%
Mercadolibre Inc(MELI)COM58733R102$2.0K2,0000.0%
Vanguard Scottsdale FDS(VTWO)VNG RUS2000IDX92206C664$2.0K17,0000.0%
Select Sector Spdr TR(XLP)SBI CONS STPLS81369Y308$1.7K29,4500.0%
Alphabet Inc(GOOGL)CAP STK CL A02079K305$1.4K9990.0%
Equifax Inc(EFX)COM294429105$1.3K7,8230.0%
Servicenow Inc(NOW)COM81762P102$1.2K3,0780.0%
BK of America Corp(BAC)COM060505104$1.2K49,6550.0%
V F Corp(VFC)COM918204108$1.2K19,0640.0%
Alphabet Inc(GOOG)CAP STK CL C02079K107$1.0K7130.0%
Chevron Corp New(CVX)COM166764100$99111,1100.0%
Vanguard Index FDS(VTI)TOTAL STK MKT922908769$9566,1090.0%
Ishares TR(IVV)CORE S&P500 ETF464287200$9162,9590.0%
Docusign Inc(DOCU)COM256163106$8214,7650.0%
Phreesia Inc(PHR)COM71944F106$82028,9990.0%
Axis Capital Holdings LTD(AXS)SHSG0692U109$81120,0000.0%
Select Sector Spdr TR(XLV)SBI HEALTHCARE81369Y209$8058,0490.0%
Amgen Inc(AMGN)COM031162100$7503,1820.0%
Comcast Corp New(CMCSA)CL A20030N101$74919,2130.0%
United Parcel Service Inc(UPS)CL B911312106$7286,5500.0%
Spdr Gold TR(GLD)GOLD SHS78463V107$7114,2500.0%
Lakeland Bancorp Inc(LBAIUSD)COM511637100$71062,1210.0%
Reinsurance GRP of America I(RGA)COM NEW759351604$6778,6310.0%
CNO Finl Group Inc(CNO)COM12621E103$67143,0790.0%
Spotify Technology S A(SPOT)SHSL8681T102$6702,5940.0%
Enterprise Prods Partners L(EPD)COM293792107$65235,8940.0%
New Jersey RES(NJR)COM646025106$63619,2880.0%
Spdr DOW Jones Indl Average(DIA)UT SER 178467X109$6302,4450.0%
Digital Rlty TR Inc(DLR)COM253868103$6184,3480.0%
Exxon Mobil Corp(XOM)COM30231G102$61513,7620.0%
Page 1 of 3Next