Legacy Advisors, LLC
- SEC CIK
- 0001720969
- Latest filing
- Jul 24, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed Apr 12, 2021. Long positions only.
- Positions
- 122
- No 13F data for Q4 2020
- Portfolio value
- $226.4M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| XELBXCel Brands, Inc. | COM NEW | 60,792 | $121.0K | 0.1% | – | – | History |
| MMM3M Co | Stock | 1,038 | $200.0K | 0.1% | – | – | History |
| SEICSEI Investments Co | COM | 3,354 | $204.0K | 0.1% | – | – | History |
| PGRProgressive Corp | Stock | 2,140 | $205.0K | 0.1% | – | – | History |
| Goldman Sachs ETF Tr38149W101 | ACCESS US AGRAT | 4,254 | $205.0K | 0.1% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,575 | $207.0K | 0.1% | – | – | – |
| ABTAbbott Laboratories | Stock | 1,729 | $207.0K | 0.1% | – | – | History |
| TAT&T Inc. | Stock | 6,905 | $209.0K | 0.1% | – | – | History |
| SHOPShopify Inc. | Stock | 190 | $210.0K | 0.1% | – | – | History |
| ALKAlaska Air Group, Inc. | COM | 3,042 | $211.0K | 0.1% | – | – | History |
| ABBVAbbVie Inc. | Stock | 1,958 | $212.0K | 0.1% | – | – | History |
| DDOGDatadog, Inc. | CL A COM | 2,600 | $217.0K | 0.1% | – | – | History |
| HMYHarmony Gold Mining Co Ltd | ADR | 50,000 | $218.0K | 0.1% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 606 | $225.0K | 0.1% | – | – | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 1,960 | $227.0K | 0.1% | – | – | – |
| PPLPPL Corp | COM | 8,000 | $231.0K | 0.1% | – | – | History |
| KOCoca Cola Co | Stock | 4,471 | $236.0K | 0.1% | – | – | History |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 2,308 | $236.0K | 0.1% | – | – | – |
| PGProcter & Gamble Co | Stock | 1,750 | $237.0K | 0.1% | – | – | History |
| AMTAmerican Tower Corp | REIT | 1,000 | $239.0K | 0.1% | – | – | History |
| MCDMcDonalds Corp | Stock | 1,077 | $241.0K | 0.1% | – | – | History |
| KMIKinder Morgan, Inc. | Stock | 15,061 | $251.0K | 0.1% | – | – | History |
| iShares Tr464287838 | U.S. BAS MTL ETF | 2,000 | $251.0K | 0.1% | – | – | – |
| Vanguard Information Technology ETF92204A702 | ETF | 738 | $265.0K | 0.1% | – | – | – |
| PEPPepsiCo Inc | Stock | 1,900 | $269.0K | 0.1% | – | – | History |
| Sailpoint Technologies Holdings, Inc.78781P105 | COM | 5,334 | $270.0K | 0.1% | – | – | – |
| PMPhilip Morris International Inc. | Stock | 3,077 | $273.0K | 0.1% | – | – | History |
| iShares Russell 2000 ETF464287655 | ETF | 1,241 | $274.0K | 0.1% | – | – | – |
| UNPUnion Pacific Corp | Stock | 1,266 | $279.0K | 0.1% | – | – | History |
| CTVACorteva, Inc. | Stock | 6,011 | $280.0K | 0.1% | – | – | History |
| PEGPublic Service Enterprise Group Inc | COM | 4,671 | $281.0K | 0.1% | – | – | History |
| ETEnergy Transfer LP | COM UT LTD PTN | 36,902 | $283.0K | 0.1% | – | – | History |
| CVSCVS Health Corp | Stock | 3,800 | $286.0K | 0.1% | – | – | History |
| CVXChevron Corp | Stock | 2,815 | $295.0K | 0.1% | – | – | History |
| STONStonemor Inc. | COM | 161,015 | $304.0K | 0.1% | – | – | History |
| Goldman Sachs ETF Tr381430479 | ACCESS INVT GR | 5,973 | $319.0K | 0.1% | – | – | – |
| PFEPfizer Inc | Stock | 9,032 | $327.0K | 0.1% | – | – | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,200 | $333.0K | 0.1% | – | – | – |
| TSLATesla, Inc. | Stock | 520 | $347.0K | 0.2% | – | – | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 6,695 | $348.0K | 0.2% | – | – | – |
| REEDReed's, Inc. | COM | 300,000 | $351.0K | 0.2% | – | – | History |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 11,148 | $368.0K | 0.2% | – | – | – |
| BMYBristol Myers Squibb Co | Stock | 5,962 | $376.0K | 0.2% | – | – | History |
| iShares Russell Midcap ETF464287499 | ETF | 5,297 | $392.0K | 0.2% | – | – | – |
| JDJD.com, Inc. | SPON ADS CL A | 4,682 | $395.0K | 0.2% | – | – | History |
| VZVerizon Communications Inc | Stock | 6,809 | $396.0K | 0.2% | – | – | History |
| VIPSVipshop Holdings Ltd | SPONSORED ADS A | 13,675 | $408.0K | 0.2% | – | – | History |
| TLNDTalend S.A. | ADS | 6,546 | $417.0K | 0.2% | – | – | History |
| RPDRapid7, Inc. | COM | 5,638 | $421.0K | 0.2% | – | – | History |
| GEGeneral Electric Co | COM | 32,656 | $429.0K | 0.2% | – | – | History |
| iShares Tr464287770 | U.S. FIN SVC ETF | 2,550 | $437.0K | 0.2% | – | – | – |
| GWWW.W. Grainger, Inc. | Stock | 1,100 | $441.0K | 0.2% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 5,766 | $445.0K | 0.2% | – | – | History |
| ZSZscaler, Inc. | Stock | 2,600 | $446.0K | 0.2% | – | – | History |
| FDXFedEx Corp | Stock | 1,574 | $447.0K | 0.2% | – | – | History |
| FFord Motor Co | Stock | 37,468 | $459.0K | 0.2% | – | – | History |
| SBUXStarbucks Corp | Stock | 4,363 | $477.0K | 0.2% | – | – | History |
| STBAS&T Bancorp Inc | COM | 14,502 | $486.0K | 0.2% | – | – | History |
| GMGeneral Motors Co | COM | 8,508 | $489.0K | 0.2% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 3,298 | $502.0K | 0.2% | – | – | History |
| CONECyrusOne Holdco LLC | COM | 7,727 | $523.0K | 0.2% | – | – | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 3,296 | $528.0K | 0.2% | – | – | History |
| DBXDropbox, Inc. | CL A | 20,000 | $533.0K | 0.2% | – | – | History |
| IBTXIndependent Bank Group, Inc. | COM | 8,025 | $580.0K | 0.3% | – | – | History |
| EQIXEquinix Inc | COM | 865 | $588.0K | 0.3% | – | – | History |
| QTSQTS Realty Trust, Inc. | COM CL A | 9,515 | $590.0K | 0.3% | – | – | History |
| DLRDigital Realty Trust, Inc. | COM | 4,348 | $612.0K | 0.3% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 11,093 | $619.0K | 0.3% | – | – | History |
| HUBSHubSpot Inc | COM | 1,376 | $625.0K | 0.3% | – | – | History |
| AXPAmerican Express Co | Stock | 4,596 | $650.0K | 0.3% | – | – | History |
| PNCPNC Financial Services Group, Inc. | Stock | 3,708 | $650.0K | 0.3% | – | – | History |
| GILGildan Activewear Inc. | Stock | 21,308 | $653.0K | 0.3% | – | – | History |
| SPOTSpotify Technology S.A. | Stock | 2,594 | $695.0K | 0.3% | – | – | History |
| AMGNAmgen Inc | Stock | 2,939 | $731.0K | 0.3% | – | – | History |
| PINSPinterest, Inc. | CL A | 9,970 | $738.0K | 0.3% | – | – | History |
| CHTRCharter Communications, Inc. | CL A | 1,205 | $744.0K | 0.3% | – | – | History |
| NJRNew Jersey Resources Corp | Stock | 19,288 | $769.0K | 0.3% | – | – | History |
| EPDEnterprise Products Partners L.P. | Stock | 35,806 | $788.0K | 0.3% | – | – | History |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 2,445 | $807.0K | 0.4% | – | – | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 4,144 | $917.0K | 0.4% | – | – | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 8,127 | $949.0K | 0.4% | – | – | – |
| DOCUDocuSign, Inc. | Stock | 4,765 | $965.0K | 0.4% | – | – | History |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 12,406 | $982.0K | 0.4% | – | – | – |
| AXSAxis Capital Holdings Ltd | SHS | 20,000 | $991.0K | 0.4% | – | – | History |
| CMCSAComcast Corp | Stock | 19,213 | $1.04M | 0.5% | – | – | History |
| CNOCNO Financial Group, Inc. | COM | 43,079 | $1.05M | 0.5% | – | – | History |
| LBAILakeland Bancorp Inc | COM | 62,121 | $1.08M | 0.5% | – | – | History |
| RGAReinsurance Group of America Inc | COM NEW | 8,631 | $1.09M | 0.5% | – | – | History |
| PHRPhreesia, Inc. | COM | 20,999 | $1.09M | 0.5% | – | – | History |
| UPSUnited Parcel Service Inc | Stock | 6,610 | $1.12M | 0.5% | – | – | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,109 | $1.26M | 0.6% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 3,248 | $1.29M | 0.6% | – | – | – |
| EFXEquifax Inc | COM | 7,823 | $1.42M | 0.6% | – | – | History |
| VFCV F Corp | Stock | 18,064 | $1.44M | 0.6% | – | – | History |
| GOOGAlphabet Inc. | Stock | 726 | $1.50M | 0.7% | – | – | History |
| NOWServiceNow, Inc. | Stock | 3,078 | $1.54M | 0.7% | – | – | History |
| GLDSPDR Gold Trust | ETF | 9,790 | $1.57M | 0.7% | – | – | History |
| BABoeing Co | Stock | 6,459 | $1.65M | 0.7% | – | – | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 7,747 | $1.88M | 0.8% | – | – | – |
| BACBank of America Corp | Stock | 49,655 | $1.92M | 0.8% | – | – | History |