Legacy Advisors, LLC
- SEC CIK
- 0001720969
- Latest filing
- Jul 24, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Jul 13, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 124
- +2 vs. Q1 2021
- Portfolio value
- $246.3M
- +$19.9M (+8.8%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BACBank of America Corp | Stock | 49,655 | $2.05M | 0.8% | 00.0% | Unchanged | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 7,747 | $2.10M | 0.9% | 00.0% | Unchanged | – |
| GOOGLAlphabet Inc. | Stock | 972 | $2.37M | 1.0% | +3+0.3% | Added | History |
| DISWalt Disney Co | Stock | 14,093 | $2.48M | 1.0% | 00.0% | Unchanged | History |
| WTRGEssential Utilities, Inc. | COM | 64,215 | $2.94M | 1.2% | 00.0% | Unchanged | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 20,117 | $2.97M | 1.2% | +90.0% | Added | – |
| JNJJohnson & Johnson | Stock | 18,354 | $3.02M | 1.2% | −769−4.0% | Reduced | History |
| MELIMercadolibre Inc | COM | 2,000 | $3.12M | 1.3% | 00.0% | Unchanged | History |
| iShares Tr464287622 | RUS 1000 ETF | 14,416 | $3.49M | 1.4% | 00.0% | Unchanged | – |
| BABAAlibaba Group Holding Ltd | ADR | 15,497 | $3.51M | 1.4% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 1,052 | $3.62M | 1.5% | 00.0% | Unchanged | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 10,681 | $3.79M | 1.5% | −118−1.1% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 16,235 | $4.40M | 1.8% | −341−2.1% | Reduced | History |
| FULTFulton Financial Corp | COM | 281,104 | $4.44M | 1.8% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 15,862 | $5.51M | 2.2% | 00.0% | Unchanged | History |
| UBERUber Technologies, Inc | Stock | 126,580 | $6.34M | 2.6% | −19,040−13.1% | Reduced | History |
| AAPLApple Inc. | Stock | 54,871 | $7.51M | 3.1% | −296−0.5% | Reduced | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 16,517 | $8.11M | 3.3% | +50.0% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 23,184 | $9.92M | 4.0% | +42+0.2% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 25,871 | $10.2M | 4.1% | +6,703+35.0% | Added | – |
| RBLXRoblox Corp | Stock | 131,498 | $11.8M | 4.8% | +131,498 | New | History |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 150,007 | $13.9M | 5.6% | +14,613+10.8% | AddedConverted for a 2-for-1 split | – |
| BSYBentley Systems Inc | COM CL B | 219,255 | $14.2M | 5.8% | +219,255 | New | History |
| iShares S&P 100 ETF464287101 | ETF | 277,091 | $54.4M | 22.1% | +23,300+9.2% | Added | – |
Sold out since Q1 2021 (8)
Positions held at the end of Q1 2021 that are gone from this filing.
| Security | Class | Shares in Q1 2021 | Value in Q1 2021 | % of portfolio in Q1 2021 | History |
|---|---|---|---|---|---|
| PCTPureCycle Technologies, Inc. | COM | 1,067,800 | $27.2M | 12.0% | History |
| GMGeneral Motors Co | COM | 8,508 | $489.0K | 0.2% | History |
| FFord Motor Co | Stock | 37,468 | $459.0K | 0.2% | History |
| FDXFedEx Corp | Stock | 1,574 | $447.0K | 0.2% | History |
| iShares Tr464287770 | U.S. FIN SVC ETF | 2,550 | $437.0K | 0.2% | – |
| MCDMcDonalds Corp | Stock | 1,077 | $241.0K | 0.1% | History |
| ALKAlaska Air Group, Inc. | COM | 3,042 | $211.0K | 0.1% | History |
| TAT&T Inc. | Stock | 6,905 | $209.0K | 0.1% | History |