- New Purchases: UBER, IJK, DLR, CONE, IJJ, QRVO, INTC, C, RDS.B, GS, MPC, CAT, GM, DCO, ALK, ORBC, WGO, 0VVB, STZ, GBX, PM, DVY, NOC, EA, UNH, TIF, SEIC, CTVA, CLF,
- Added Positions: AAPL, GOOG, CVS, BA, CSCO, VTWO, MSFT, JPM, PG, BAC, AMZN, DIS, AMGN, GOOGL, CMCSA, COP, MCD, MRK, ET, ETN, PAYX, PEP, PFE, BMY, ADP, PSX, MO,
- Reduced Positions: IEFA, XLK, VTI, MDY, RGA, DIA, IWM, XOM, IWB, BABA, GLD, XLV, QQQ, T, EFA, FB, WMT, UPS, NLY, IWO, LQD, KMI,
- Sold Out: XLB, XLF, PINS, STON, TIP, EEM, IWN,
For the details of Legacy Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/legacy+advisors%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Legacy Advisors, LLC- SPDR S&P MidCap 400 ETF (MDY) - 50,759 shares, 12.09% of the total portfolio. Shares reduced by 1.69%
- SPDR S&P 500 ETF Trust (SPY) - 30,921 shares, 6.32% of the total portfolio. Shares reduced by 0.28%
- Aqua America Inc (WTR) - 154,215 shares, 4.59% of the total portfolio.
- Fulton Financial Corp (FULT) - 319,322 shares, 3.53% of the total portfolio.
- Apple Inc (AAPL) - 18,432 shares, 3.43% of the total portfolio. Shares added by 8.47%
Legacy Advisors, LLC initiated holding in Uber Technologies Inc. The purchase prices were between $25.99 and $33.75, with an estimated average price of $29.68. The stock is now traded at around $35.13. The impact to a portfolio due to this purchase was 2.94%. The holding were 155,659 shares as of .
New Purchase: iShares S&P Mid-Cap 400 Growth ETF (IJK)Legacy Advisors, LLC initiated holding in iShares S&P Mid-Cap 400 Growth ETF. The purchase prices were between $216.13 and $238.61, with an estimated average price of $228.79. The stock is now traded at around $243.26. The impact to a portfolio due to this purchase was 0.44%. The holding were 2,885 shares as of .
New Purchase: Digital Realty Trust Inc (DLR)Legacy Advisors, LLC initiated holding in Digital Realty Trust Inc. The purchase prices were between $113.71 and $135.74, with an estimated average price of $122.86. The stock is now traded at around $124.44. The impact to a portfolio due to this purchase was 0.33%. The holding were 4,348 shares as of .
New Purchase: CyrusOne Inc (CONE)Legacy Advisors, LLC initiated holding in CyrusOne Inc. The purchase prices were between $60.9 and $79.33, with an estimated average price of $68.34. The stock is now traded at around $63.49. The impact to a portfolio due to this purchase was 0.32%. The holding were 7,727 shares as of .
New Purchase: iShares S&P Mid-Cap 400 Value ETF (IJJ)Legacy Advisors, LLC initiated holding in iShares S&P Mid-Cap 400 Value ETF. The purchase prices were between $151.96 and $171.18, with an estimated average price of $163.79. The stock is now traded at around $172.57. The impact to a portfolio due to this purchase was 0.3%. The holding were 2,812 shares as of .
New Purchase: Intel Corp (INTC)Legacy Advisors, LLC initiated holding in Intel Corp. The purchase prices were between $49.39 and $60.08, with an estimated average price of $56.13. The stock is now traded at around $59.60. The impact to a portfolio due to this purchase was 0.27%. The holding were 7,208 shares as of .
Added: Alphabet Inc (GOOG)Legacy Advisors, LLC added to a holding in Alphabet Inc by 48.49%. The purchase prices were between $1176.63 and $1361.17, with an estimated average price of $1293.04. The stock is now traded at around $1480.39. The impact to a portfolio due to this purchase was 0.22%. The holding were 787 shares as of .
Added: CVS Health Corp (CVS)Legacy Advisors, LLC added to a holding in CVS Health Corp by 59.08%. The purchase prices were between $60.38 and $76.58, with an estimated average price of $70.48. The stock is now traded at around $76.02. The impact to a portfolio due to this purchase was 0.22%. The holding were 12,803 shares as of .
Added: Boeing Co (BA)Legacy Advisors, LLC added to a holding in Boeing Co by 26.90%. The purchase prices were between $325.76 and $376.54, with an estimated average price of $353.58. The stock is now traded at around $324.15. The impact to a portfolio due to this purchase was 0.2%. The holding were 4,481 shares as of .
Added: Cisco Systems Inc (CSCO)Legacy Advisors, LLC added to a holding in Cisco Systems Inc by 116.15%. The purchase prices were between $43.52 and $48.83, with an estimated average price of $46.46. The stock is now traded at around $49.02. The impact to a portfolio due to this purchase was 0.19%. The holding were 11,914 shares as of .
Added: JPMorgan Chase & Co (JPM)Legacy Advisors, LLC added to a holding in JPMorgan Chase & Co by 21.73%. The purchase prices were between $111.82 and $139.4, with an estimated average price of $128.65. The stock is now traded at around $138.20. The impact to a portfolio due to this purchase was 0.12%. The holding were 7,905 shares as of .
Added: Procter & Gamble Co (PG)Legacy Advisors, LLC added to a holding in Procter & Gamble Co by 25.79%. The purchase prices were between $116.63 and $126.09, with an estimated average price of $122.36. The stock is now traded at around $126.41. The impact to a portfolio due to this purchase was 0.06%. The holding were 3,497 shares as of .
Sold Out: Materials Select Sector SPDR Fund (XLB)Legacy Advisors, LLC sold out a holding in Materials Select Sector SPDR Fund. The sale prices were between $55.13 and $61.42, with an estimated average price of $59.16.
Sold Out: Financial Select Sector SPDR Fund (XLF)Legacy Advisors, LLC sold out a holding in Financial Select Sector SPDR Fund. The sale prices were between $26.78 and $30.94, with an estimated average price of $29.41.
Sold Out: Pinterest Inc (PINS)Legacy Advisors, LLC sold out a holding in Pinterest Inc. The sale prices were between $17.45 and $27.37, with an estimated average price of $21.44.
Sold Out: StoneMor Inc (STON)Legacy Advisors, LLC sold out a holding in StoneMor Inc. The sale prices were between $1.05 and $1.45, with an estimated average price of $1.16.
Sold Out: iShares TIPS Bond ETF (TIP)Legacy Advisors, LLC sold out a holding in iShares TIPS Bond ETF. The sale prices were between $115.27 and $117.05, with an estimated average price of $116.26.
Sold Out: iShares MSCI Emerging Markets ETF (EEM)Legacy Advisors, LLC sold out a holding in iShares MSCI Emerging Markets ETF. The sale prices were between $39.43 and $45.07, with an estimated average price of $42.23.
Reduced: iShares Core MSCI EAFE ETF (IEFA)Legacy Advisors, LLC reduced to a holding in iShares Core MSCI EAFE ETF by 64.26%. The sale prices were between $58.56 and $65.43, with an estimated average price of $62.77. The stock is now traded at around $66.12. The impact to a portfolio due to this sale was -0.31%. Legacy Advisors, LLC still held 3,800 shares as of .
Reduced: Technology Select Sector SPDR Fund (XLK)Legacy Advisors, LLC reduced to a holding in Technology Select Sector SPDR Fund by 20.14%. The sale prices were between $78.28 and $91.92, with an estimated average price of $85.83. The stock is now traded at around $97.12. The impact to a portfolio due to this sale was -0.28%. Legacy Advisors, LLC still held 18,352 shares as of .
Reduced: Vanguard Total Stock Market ETF (VTI)Legacy Advisors, LLC reduced to a holding in Vanguard Total Stock Market ETF by 25.52%. The sale prices were between $146.61 and $164.29, with an estimated average price of $156.97. The stock is now traded at around $168.76. The impact to a portfolio due to this sale was -0.24%. Legacy Advisors, LLC still held 6,109 shares as of .
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