Legacy Advisors, LLC
- SEC CIK
- 0001720969
- Latest filing
- Jul 24, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 14, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 133
- +6 vs. Q3 2021
- Portfolio value
- $272.6M
- +$22.5M (+9.0%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| STONStonemor Inc. | COM | 11,200 | $26.0K | <0.1% | −149,815−93.0% | Reduced | History |
| NEUENeueHealth, Inc. | COM | 10,000 | $34.0K | <0.1% | +10,000 | New | History |
| CLOVClover Health Investments, Corp. | COM CL A | 20,258 | $75.0K | <0.1% | 00.0% | Unchanged | History |
| REEDReed's, Inc. | COM | 300,000 | $108.0K | <0.1% | 00.0% | Unchanged | History |
| VIPSVipshop Holdings Ltd | SPONSORED ADS A | 13,675 | $115.0K | <0.1% | 00.0% | Unchanged | History |
| TMToyota Motor Corp | ADS | 1,098 | $203.0K | 0.1% | +1,098 | New | History |
| HMYHarmony Gold Mining Co Ltd | ADR | 50,000 | $206.0K | 0.1% | 00.0% | Unchanged | History |
| CCICrown Castle Inc. | REIT | 1,001 | $209.0K | 0.1% | +1,001 | New | History |
| Goldman Sachs ETF Tr381430602 | ACTIVEBETA US | 3,263 | $217.0K | 0.1% | −79−2.4% | Reduced | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 1,995 | $218.0K | 0.1% | −41−2.0% | Reduced | – |
| PGRProgressive Corp | Stock | 2,145 | $220.0K | 0.1% | +2,145 | New | History |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 1,534 | $223.0K | 0.1% | +1,534 | New | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 2,869 | $232.0K | 0.1% | +2,869 | New | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,575 | $232.0K | 0.1% | 00.0% | Unchanged | – |
| CSCOCisco Systems, Inc. | Stock | 3,701 | $235.0K | 0.1% | +3,701 | New | History |
| PMPhilip Morris International Inc. | Stock | 2,497 | $237.0K | 0.1% | 00.0% | Unchanged | History |
| LLYEli Lilly & Co | Stock | 861 | $238.0K | 0.1% | +861 | New | History |
| Global X Uranium ETF37954Y871 | ETF | 10,438 | $238.0K | 0.1% | 00.0% | Unchanged | – |
| KMIKinder Morgan, Inc. | Stock | 15,061 | $239.0K | 0.1% | 00.0% | Unchanged | History |
| CVXChevron Corp | Stock | 2,046 | $240.0K | 0.1% | −82−3.9% | Reduced | History |
| PPLPPL Corp | COM | 8,000 | $244.0K | 0.1% | 00.0% | Unchanged | History |
| iShares Russell 2000 ETF464287655 | ETF | 1,108 | $246.0K | 0.1% | −18−1.6% | Reduced | – |
| CPRTCopart Inc | COM | 1,635 | $248.0K | 0.1% | 00.0% | Unchanged | History |
| ABTAbbott Laboratories | Stock | 1,798 | $253.0K | 0.1% | +57+3.3% | Added | History |
| HDHome Depot, Inc. | Stock | 615 | $255.0K | 0.1% | −13−2.1% | Reduced | History |
| Sailpoint Technologies Holdings, Inc.78781P105 | COM | 5,334 | $258.0K | 0.1% | −3−0.1% | Reduced | – |
| UPSTUpstart Holdings, Inc. | COM | 1,710 | $259.0K | 0.1% | 00.0% | Unchanged | History |
| SHOPShopify Inc. | Stock | 190 | $262.0K | 0.1% | 00.0% | Unchanged | History |
| WisdomTree Tr97717Y659 | CYBERSECURITY FD | 10,000 | $262.0K | 0.1% | 00.0% | Unchanged | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 2,308 | $266.0K | 0.1% | 00.0% | Unchanged | – |
| INSTInstructure Holdings, Inc. | COM | 11,110 | $266.0K | 0.1% | +11,110 | New | History |
| ABBVAbbVie Inc. | Stock | 1,969 | $267.0K | 0.1% | −195−9.0% | Reduced | History |
| CTVACorteva, Inc. | Stock | 5,977 | $283.0K | 0.1% | −41−0.7% | Reduced | History |
| KOCoca Cola Co | Stock | 4,817 | $285.0K | 0.1% | +60+1.3% | Added | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 3,810 | $285.0K | 0.1% | 00.0% | Unchanged | – |
| iShares Tr464287838 | U.S. BAS MTL ETF | 2,033 | $285.0K | 0.1% | +19+0.9% | Added | – |
| PINSPinterest, Inc. | CL A | 8,270 | $301.0K | 0.1% | −1,700−17.1% | Reduced | History |
| AMTAmerican Tower Corp | REIT | 1,039 | $304.0K | 0.1% | +36+3.6% | Added | History |
| ETEnergy Transfer LP | COM UT LTD PTN | 36,902 | $304.0K | 0.1% | 00.0% | Unchanged | History |
| PEGPublic Service Enterprise Group Inc | COM | 4,671 | $312.0K | 0.1% | 00.0% | Unchanged | History |
| PEPPepsiCo Inc | Stock | 1,804 | $313.0K | 0.1% | −214−10.6% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 627 | $315.0K | 0.1% | +49+8.5% | Added | History |
| UNPUnion Pacific Corp | Stock | 1,270 | $320.0K | 0.1% | 00.0% | Unchanged | History |
| XOMExxonMobil Holdings Corp | COM | 5,348 | $327.0K | 0.1% | −827−13.4% | Reduced | History |
| JDJD.com, Inc. | SPON ADS CL A | 4,682 | $328.0K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 6,722 | $332.0K | 0.1% | +11+0.2% | Added | – |
| Vanguard Information Technology ETF92204A702 | ETF | 742 | $340.0K | 0.1% | +2+0.3% | Added | – |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 3,408 | $341.0K | 0.1% | −344−9.2% | Reduced | – |
| PGProcter & Gamble Co | Stock | 2,156 | $353.0K | 0.1% | +249+13.1% | Added | History |
| VZVerizon Communications Inc | Stock | 7,614 | $396.0K | 0.1% | −809−9.6% | Reduced | History |
| BMYBristol Myers Squibb Co | Stock | 6,415 | $400.0K | 0.1% | −420−6.1% | Reduced | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 3,296 | $419.0K | 0.2% | −3−0.1% | Reduced | History |
| ACNAccenture plc | Stock | 1,042 | $432.0K | 0.2% | +388+59.3% | Added | History |
| iShares Russell Midcap ETF464287499 | ETF | 5,208 | $432.0K | 0.2% | 00.0% | Unchanged | – |
| MRKMerck & Co., Inc. | Stock | 5,693 | $436.0K | 0.2% | −435−7.1% | Reduced | History |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $451.0K | 0.2% | +1 | New | History |
| GEGeneral Electric Co | Stock | 4,837 | $457.0K | 0.2% | 00.0% | Unchanged | History |
| STBAS&T Bancorp Inc | COM | 14,502 | $457.0K | 0.2% | 00.0% | Unchanged | History |
| DDOGDatadog, Inc. | CL A COM | 2,601 | $463.0K | 0.2% | 00.0% | Unchanged | History |
| CVSCVS Health Corp | Stock | 4,757 | $491.0K | 0.2% | +949+24.9% | Added | History |
| DBXDropbox, Inc. | CL A | 20,753 | $509.0K | 0.2% | +753+3.8% | Added | History |
| SBUXStarbucks Corp | Stock | 4,370 | $511.0K | 0.2% | −539−11.0% | Reduced | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,044 | $521.0K | 0.2% | −2,748−57.3% | Reduced | – |
| JPMJPMorgan Chase & Co | Stock | 3,298 | $522.0K | 0.2% | −19−0.6% | Reduced | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,227 | $542.0K | 0.2% | +1,027+46.7% | Added | – |
| Goldman Sachs ETF Tr381430479 | ACCESS INVT GR | 10,065 | $544.0K | 0.2% | +160+1.6% | Added | – |
| TSLATesla, Inc. | Stock | 525 | $555.0K | 0.2% | 00.0% | Unchanged | History |
| IBTXIndependent Bank Group, Inc. | COM | 8,025 | $579.0K | 0.2% | 00.0% | Unchanged | History |
| Goldman Sachs ETF Tr38149W101 | ACCESS US AGRAT | 12,298 | $598.0K | 0.2% | −164−1.3% | Reduced | – |
| HYFMHydrofarm Holdings Group, Inc. | COM | 21,188 | $599.0K | 0.2% | 00.0% | Unchanged | History |
| SPOTSpotify Technology S.A. | Stock | 2,595 | $607.0K | 0.2% | 00.0% | Unchanged | History |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 17,707 | $625.0K | 0.2% | −924−5.0% | Reduced | – |
| PFEPfizer Inc | Stock | 10,859 | $641.0K | 0.2% | −987−8.3% | Reduced | History |
| AMGNAmgen Inc | Stock | 2,851 | $641.0K | 0.2% | −130−4.4% | Reduced | History |
| BABoeing Co | Stock | 3,218 | $648.0K | 0.2% | 00.0% | Unchanged | History |
| RPDRapid7, Inc. | COM | 5,642 | $664.0K | 0.2% | 00.0% | Unchanged | History |
| GWWW.W. Grainger, Inc. | Stock | 1,331 | $690.0K | 0.3% | +231+21.0% | Added | History |
| CHTRCharter Communications, Inc. | CL A | 1,061 | $692.0K | 0.3% | −145−12.0% | Reduced | History |
| CONECyrusOne Holdco LLC | COM | 7,727 | $693.0K | 0.3% | 00.0% | Unchanged | History |
| DOCUDocuSign, Inc. | Stock | 4,767 | $726.0K | 0.3% | +10.0% | Added | History |
| EQIXEquinix Inc | COM | 866 | $732.0K | 0.3% | 00.0% | Unchanged | History |
| GILGildan Activewear Inc. | Stock | 17,361 | $736.0K | 0.3% | 00.0% | Unchanged | History |
| PNCPNC Financial Services Group, Inc. | Stock | 3,710 | $744.0K | 0.3% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 4,600 | $753.0K | 0.3% | 00.0% | Unchanged | History |
| DLRDigital Realty Trust, Inc. | COM | 4,351 | $770.0K | 0.3% | 00.0% | Unchanged | History |
| PHRPhreesia, Inc. | COM | 19,000 | $792.0K | 0.3% | 00.0% | Unchanged | History |
| EPDEnterprise Products Partners L.P. | Stock | 36,089 | $793.0K | 0.3% | +96+0.3% | Added | History |
| NJRNew Jersey Resources Corp | Stock | 19,299 | $799.0K | 0.3% | 00.0% | Unchanged | History |
| ZSZscaler, Inc. | Stock | 2,600 | $835.0K | 0.3% | 00.0% | Unchanged | History |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 2,445 | $888.0K | 0.3% | 00.0% | Unchanged | History |
| HUBSHubSpot Inc | COM | 1,377 | $908.0K | 0.3% | 00.0% | Unchanged | History |
| RGAReinsurance Group of America Inc | COM NEW | 8,631 | $945.0K | 0.3% | 00.0% | Unchanged | History |
| VERXVertex, Inc. | Stock | 60,000 | $952.0K | 0.3% | 00.0% | Unchanged | History |
| CMCSAComcast Corp | Stock | 19,243 | $969.0K | 0.4% | 00.0% | Unchanged | History |
| CNOCNO Financial Group, Inc. | COM | 41,079 | $979.0K | 0.4% | 00.0% | Unchanged | History |
| UPSUnited Parcel Service Inc | Stock | 5,012 | $1.07M | 0.4% | −75−1.5% | Reduced | History |
| AXSAxis Capital Holdings Ltd | SHS | 20,000 | $1.09M | 0.4% | 00.0% | Unchanged | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 8,217 | $1.16M | 0.4% | +31+0.4% | Added | – |
| LBAILakeland Bancorp Inc | COM | 62,121 | $1.18M | 0.4% | 00.0% | Unchanged | History |
| BABAAlibaba Group Holding Ltd | ADR | 10,497 | $1.25M | 0.5% | −265−2.5% | Reduced | History |
Sold out since Q3 2021 (5)
Positions held at the end of Q3 2021 that are gone from this filing.
| Security | Class | Shares in Q3 2021 | Value in Q3 2021 | % of portfolio in Q3 2021 | History |
|---|---|---|---|---|---|
| FSKFS KKR Capital Corp | COM | 16,840 | $382.0K | 0.2% | History |
| UPWheels Up Experience Inc. | COMMON STOCK | 55,836 | $368.0K | 0.1% | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,137 | $248.0K | 0.1% | – |
| ASANAsana, Inc. | CL A | 2,201 | $229.0K | 0.1% | History |
| PYPLPayPal Holdings, Inc. | Stock | 858 | $223.0K | 0.1% | History |