- New Purchases: A2A, QTS, EQIX, GE, IYG, USO, F, 3V8,
- Added Positions: EPD, BAC, ET, DIS, BA, VTWO, AMZN, XLK, JPM, KMI, AXP, PNC, QQQ, FB,
- Reduced Positions: MDY, IVV, VXUS, IWD, AAPL, IWM, VOO, CVX, CVS, VWO, AXS, GOOG, RGA, GIL, MSFT, UPS, GOOGL, CMCSA, AMGN, MRK, MCD, MO, VYM, PFE, PEP, VZ, LQD, PAYX, ETN, BMY, IWR, T,
- Sold Out: CNO, IJK, CSCO, IJJ, IJH, KO, WMT, PG, QRVO, INTC, C, RDS.B, GS, MPC, CAT, GM, DCO, SYY, COP, ORBC, ALK, WGO, STZ, 0VVB, IWO, GBX, PSX, PM, DVY, EFA, IEFA, NOC, VTR, EA, ADP, HUBS, WFCPL.PFD, UNH, SEIC, MET, VB, CTVA, CLF, CTST,
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 500 (SPY) - 30,993 shares, 8.02% of the total portfolio. Shares added by 0.23%
- SPDR MidCap Trust Series I (MDY) - 26,469 shares, 6.98% of the total portfolio. Shares reduced by 47.85%
- Essential Utilities Inc (A2A) - 154,215 shares, 6.30% of the total portfolio. New Position
- Uber Technologies Inc (UBER) - 156,172 shares, 4.37% of the total portfolio. Shares added by 0.33%
- Apple Inc (AAPL) - 15,745 shares, 4.02% of the total portfolio. Shares reduced by 14.58%
Legacy Advisors, LLC initiated holding in Essential Utilities Inc. The purchase prices were between $28.4 and $49.4, with an estimated average price of $42.29. The stock is now traded at around $39.80. The impact to a portfolio due to this purchase was 6.3%. The holding were 154,215 shares as of .
New Purchase: QTS Realty Trust Inc (QTS)Legacy Advisors, LLC initiated holding in QTS Realty Trust Inc. The purchase prices were between $43.98 and $63.09, with an estimated average price of $55.88. The stock is now traded at around $61.90. The impact to a portfolio due to this purchase was 0.55%. The holding were 9,515 shares as of .
New Purchase: Equinix Inc (EQIX)Legacy Advisors, LLC initiated holding in Equinix Inc. The purchase prices were between $489.14 and $655.99, with an estimated average price of $598.7. The stock is now traded at around $679.01. The impact to a portfolio due to this purchase was 0.54%. The holding were 865 shares as of .
New Purchase: General Electric Co (GE)Legacy Advisors, LLC initiated holding in General Electric Co. The purchase prices were between $6.11 and $13.16, with an estimated average price of $10.75. The stock is now traded at around $6.44. The impact to a portfolio due to this purchase was 0.32%. The holding were 39,692 shares as of .
New Purchase: iShares U.S. Financial Services (IYG)Legacy Advisors, LLC initiated holding in iShares U.S. Financial Services. The purchase prices were between $86.25 and $154.89, with an estimated average price of $135.94. The stock is now traded at around $106.36. The impact to a portfolio due to this purchase was 0.26%. The holding were 2,550 shares as of .
New Purchase: United States Oil Fund (USO)Legacy Advisors, LLC initiated holding in United States Oil Fund. The purchase prices were between $4.21 and $13.18, with an estimated average price of $9.82. The stock is now traded at around $4.33. The impact to a portfolio due to this purchase was 0.24%. The holding were 57,080 shares as of .
Added: Enterprise Products Partners LP (EPD)Legacy Advisors, LLC added to a holding in Enterprise Products Partners LP by 376.71%. The purchase prices were between $12.27 and $29.02, with an estimated average price of $23.43. The stock is now traded at around $15.46. The impact to a portfolio due to this purchase was 0.77%. The holding were 67,703 shares as of .
Added: Energy Transfer LP (ET)Legacy Advisors, LLC added to a holding in Energy Transfer LP by 282.84%. The purchase prices were between $4.53 and $13.68, with an estimated average price of $10.77. The stock is now traded at around $5.66. The impact to a portfolio due to this purchase was 0.27%. The holding were 79,887 shares as of .
Added: Boeing Co (BA)Legacy Advisors, LLC added to a holding in Boeing Co by 29.90%. The purchase prices were between $95.01 and $347.45, with an estimated average price of $276.34. The stock is now traded at around $134.92. The impact to a portfolio due to this purchase was 0.2%. The holding were 5,821 shares as of .
Added: Kinder Morgan Inc (KMI)Legacy Advisors, LLC added to a holding in Kinder Morgan Inc by 47.94%. The purchase prices were between $9.98 and $22.24, with an estimated average price of $19.15. The stock is now traded at around $14.10. The impact to a portfolio due to this purchase was 0.1%. The holding were 22,281 shares as of .
Added: American Express Co (AXP)Legacy Advisors, LLC added to a holding in American Express Co by 39.65%. The purchase prices were between $68.96 and $136.93, with an estimated average price of $117.01. The stock is now traded at around $83.17. The impact to a portfolio due to this purchase was 0.09%. The holding were 3,596 shares as of .
Added: PNC Financial Services Group Inc (PNC)Legacy Advisors, LLC added to a holding in PNC Financial Services Group Inc by 37.20%. The purchase prices were between $80.64 and $160.81, with an estimated average price of $135.33. The stock is now traded at around $92.36. The impact to a portfolio due to this purchase was 0.08%. The holding were 3,172 shares as of .
Sold Out: CNO Financial Group Inc (CNO)Legacy Advisors, LLC sold out a holding in CNO Financial Group Inc. The sale prices were between $9.04 and $19.75, with an estimated average price of $16.49.
Sold Out: iShares S&P Mid-Cap 400 Growth (IJK)Legacy Advisors, LLC sold out a holding in iShares S&P Mid-Cap 400 Growth. The sale prices were between $150.02 and $246.96, with an estimated average price of $219.43.
Sold Out: Cisco Systems Inc (CSCO)Legacy Advisors, LLC sold out a holding in Cisco Systems Inc. The sale prices were between $33.2 and $49.93, with an estimated average price of $44.06.
Sold Out: iShares S&P Mid-Cap 400 Value (IJJ)Legacy Advisors, LLC sold out a holding in iShares S&P Mid-Cap 400 Value. The sale prices were between $92.34 and $171.37, with an estimated average price of $148.98.
Sold Out: iShares Core S&P Mid-Cap (IJH)Legacy Advisors, LLC sold out a holding in iShares Core S&P Mid-Cap. The sale prices were between $121.03 and $209.33, with an estimated average price of $184.86.
Sold Out: Coca-Cola Co (KO)Legacy Advisors, LLC sold out a holding in Coca-Cola Co. The sale prices were between $37.56 and $60.13, with an estimated average price of $54.17.
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