- New Purchases: OEF, WTRG, DOCU, PHR, CNO, GILD, XOP, STBA, HUBS, GM, JD, FDX, PINS, COP, PG, TIP, VGT, KO, REED,
- Added Positions: GOOGL, MSFT, AMZN, UBER, BA, GOOG, GE, VZ, DIS, XOM, MCD,
- Reduced Positions: MDY, SPY, BAC, AAPL, JNJ, JPM, EPD, FULT, PEP, BMY, CVS, LBAI, ET, NJR, UPS, IWM, PFE, SPOT, PNC, KMI, BABA, VYM, QQQ, VTWO, F,
- Sold Out: A2A, VXUS, ABC, ETN, AAXJ, PAYX, PEG, MO, LQD, USO, TIF, WBA, YUM,
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- iShares S&P 100 (OEF) - 118,580 shares, 13.43% of the total portfolio. New Position
- SPDR S&P 500 (SPY) - 27,133 shares, 6.65% of the total portfolio. Shares reduced by 12.45%
- SPDR MidCap Trust Series I (MDY) - 22,104 shares, 5.70% of the total portfolio. Shares reduced by 16.49%
- Uber Technologies Inc (UBER) - 160,620 shares, 3.97% of the total portfolio. Shares added by 2.85%
- Apple Inc (AAPL) - 13,246 shares, 3.84% of the total portfolio. Shares reduced by 15.87%
Legacy Advisors, LLC initiated holding in iShares S&P 100. The purchase prices were between $113.55 and $146.76, with an estimated average price of $134.21. The stock is now traded at around $146.53. The impact to a portfolio due to this purchase was 13.43%. The holding were 118,580 shares as of .
New Purchase: Essential Utilities Inc (WTRG)Legacy Advisors, LLC initiated holding in Essential Utilities Inc. The purchase prices were between $38.5 and $46.61, with an estimated average price of $42.23. The stock is now traded at around $42.53. The impact to a portfolio due to this purchase was 2.16%. The holding were 64,215 shares as of .
New Purchase: DocuSign Inc (DOCU)Legacy Advisors, LLC initiated holding in DocuSign Inc. The purchase prices were between $79 and $177.58, with an estimated average price of $125.09. The stock is now traded at around $212.42. The impact to a portfolio due to this purchase was 0.65%. The holding were 4,765 shares as of .
New Purchase: Phreesia Inc (PHR)Legacy Advisors, LLC initiated holding in Phreesia Inc. The purchase prices were between $17.65 and $32.03, with an estimated average price of $25.93. The stock is now traded at around $28.25. The impact to a portfolio due to this purchase was 0.65%. The holding were 28,999 shares as of .
New Purchase: CNO Financial Group Inc (CNO)Legacy Advisors, LLC initiated holding in CNO Financial Group Inc. The purchase prices were between $10.74 and $17.39, with an estimated average price of $13.76. The stock is now traded at around $14.08. The impact to a portfolio due to this purchase was 0.53%. The holding were 43,079 shares as of .
New Purchase: Gilead Sciences Inc (GILD)Legacy Advisors, LLC initiated holding in Gilead Sciences Inc. The purchase prices were between $72.34 and $84, with an estimated average price of $76.51. The stock is now traded at around $74.71. The impact to a portfolio due to this purchase was 0.37%. The holding were 6,000 shares as of .
Added: Alphabet Inc (GOOGL)Legacy Advisors, LLC added to a holding in Alphabet Inc by 109.00%. The purchase prices were between $1092.7 and $1464.7, with an estimated average price of $1344.49. The stock is now traded at around $1518.66. The impact to a portfolio due to this purchase was 0.59%. The holding were 999 shares as of .
Added: Microsoft Corp (MSFT)Legacy Advisors, LLC added to a holding in Microsoft Corp by 21.84%. The purchase prices were between $152.11 and $203.51, with an estimated average price of $180.95. The stock is now traded at around $214.32. The impact to a portfolio due to this purchase was 0.51%. The holding were 17,693 shares as of .
Added: Amazon.com Inc (AMZN)Legacy Advisors, LLC added to a holding in Amazon.com Inc by 23.28%. The purchase prices were between $1906.59 and $2764.41, with an estimated average price of $2403.24. The stock is now traded at around $3182.63. The impact to a portfolio due to this purchase was 0.43%. The holding were 1,038 shares as of .
Added: General Electric Co (GE)Legacy Advisors, LLC added to a holding in General Electric Co by 30.10%. The purchase prices were between $5.49 and $8.46, with an estimated average price of $6.78. The stock is now traded at around $6.58. The impact to a portfolio due to this purchase was 0.06%. The holding were 51,641 shares as of .
Sold Out: Essential Utilities Inc (A2A)Legacy Advisors, LLC sold out a holding in Essential Utilities Inc. The sale prices were between $34.55 and $40.8, with an estimated average price of $38.13.
Sold Out: Vanguard Total International Stock (VXUS)Legacy Advisors, LLC sold out a holding in Vanguard Total International Stock. The sale prices were between $40.36 and $51.42, with an estimated average price of $46.1.
Sold Out: AmerisourceBergen Corp (ABC)Legacy Advisors, LLC sold out a holding in AmerisourceBergen Corp. The sale prices were between $81.34 and $102.3, with an estimated average price of $92.
Sold Out: Eaton Corp PLC (ETN)Legacy Advisors, LLC sold out a holding in Eaton Corp PLC. The sale prices were between $71.25 and $95.67, with an estimated average price of $82.18.
Sold Out: iShares MSCI All Country Asia ex Japan Index Fund (AAXJ)Legacy Advisors, LLC sold out a holding in iShares MSCI All Country Asia ex Japan Index Fund. The sale prices were between $57.07 and $70.45, with an estimated average price of $64.8.
Sold Out: Paychex Inc (PAYX)Legacy Advisors, LLC sold out a holding in Paychex Inc. The sale prices were between $59.55 and $80.32, with an estimated average price of $69.14.
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