Legacy Wealth Partners
Latest statistics and disclosures from Legacy Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are QQQ, SPY, IJR, IVV, DIAL, and represent 37.92% of Legacy Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: QQQ (+$8.3M), SPY, EMB, JNK, RVLV, SPIP, TLT, MS, CRM, Xilinx.
- Started 19 new stock positions in SFIX, JNK, RUN, RVLV, LIT, FSK, DHR, RTX, COIN, EQIX. REGN, CGW, MS, TLT, Xilinx, MILN, FDX, ABBV, VLO.
- Reduced shares in these 10 stocks: VIG (-$6.8M), IEFA, IEMG, IJR, AVGO, ALK, C, FSLR, MAR, BA.
- Sold out of its positions in ALK, AVGO, CME, C, CMI, FSLR, QCLN, Fs Kkr Capital Corp. Ii, MAR, MET. NFLX, TOTL, MDT.
- Legacy Wealth Partners was a net seller of stock by $-1.1M.
- Legacy Wealth Partners has $180M in assets under management (AUM), dropping by 5.32%.
- Central Index Key (CIK): 0001725243
Tip: Access up to 7 years of quarterly data
Positions held by Legacy Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Legacy Wealth Partners
Legacy Wealth Partners holds 90 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 10.4 | $19M | +79% | 53k | 354.43 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 9.4 | $17M | +19% | 39k | 428.06 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 9.3 | $17M | -17% | 148k | 112.98 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 4.8 | $8.7M | -3% | 20k | 429.92 |
|
| Columbia Etf Tr I Diversifid Fxd (DIAL) | 4.1 | $7.3M | +3% | 340k | 21.55 |
|
| Apple (AAPL) | 3.9 | $7.0M | 51k | 136.96 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 3.4 | $6.1M | -42% | 81k | 74.86 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 3.3 | $5.9M | -53% | 38k | 154.79 |
|
| Ishares Core Msci Emkt (IEMG) | 2.5 | $4.4M | -47% | 66k | 66.99 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 2.3 | $4.2M | 16k | 268.74 |
|
|
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 2.0 | $3.6M | -9% | 122k | 30.01 |
|
| Broadmark Rlty Cap | 1.9 | $3.4M | -9% | 318k | 10.59 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 1.9 | $3.4M | +4% | 91k | 36.79 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 1.5 | $2.7M | +1207% | 24k | 112.46 |
|
| Spdr Ser Tr Bloomberg Brclys (JNK) | 1.3 | $2.3M | NEW | 21k | 109.96 |
|
| Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) | 1.3 | $2.3M | 36k | 63.36 |
|
|
| Spdr Ser Tr Nuveen Blmbrg Sr (SHM) | 1.1 | $2.0M | 41k | 49.57 |
|
|
| NVIDIA Corporation (NVDA) | 1.1 | $2.0M | -2% | 2.5k | 800.16 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 1.1 | $2.0M | 36k | 55.29 |
|
|
| Spdr Ser Tr Portfli Tips Etf (SPIP) | 1.1 | $2.0M | +312% | 63k | 31.14 |
|
| John Hancock Exchange Traded Multifactor Mi (JHMM) | 1.0 | $1.8M | -2% | 35k | 51.83 |
|
| Listed Fd Tr Core Alt Fd (CCOR) | 1.0 | $1.8M | +14% | 60k | 29.39 |
|
| Amazon (AMZN) | 0.9 | $1.6M | 466.00 | 3439.91 |
|
|
| Microsoft Corporation (MSFT) | 0.9 | $1.6M | +6% | 5.8k | 270.99 |
|
| Facebook Cl A (META) | 0.8 | $1.5M | +11% | 4.3k | 347.69 |
|
| Revolve Group Cl A (RVLV) | 0.8 | $1.5M | NEW | 22k | 68.88 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.8 | $1.5M | NEW | 10k | 144.39 |
|
| Paypal Holdings (PYPL) | 0.8 | $1.5M | -14% | 5.0k | 291.55 |
|
| salesforce (CRM) | 0.8 | $1.4M | +330% | 5.9k | 244.27 |
|
| eBay (EBAY) | 0.8 | $1.4M | -15% | 20k | 70.23 |
|
| Gilead Sciences (GILD) | 0.8 | $1.4M | +15% | 20k | 68.85 |
|
| Occidental Petroleum Corporation (OXY) | 0.8 | $1.4M | -4% | 44k | 31.27 |
|
| Goldman Sachs (GS) | 0.7 | $1.3M | 3.5k | 379.45 |
|
|
| Home Depot (HD) | 0.7 | $1.3M | 4.2k | 318.86 |
|
|
| American Tower Reit (AMT) | 0.7 | $1.3M | +19% | 4.8k | 270.17 |
|
| Tesla Motors (TSLA) | 0.7 | $1.3M | -6% | 1.9k | 679.64 |
|
| Diamondback Energy (FANG) | 0.7 | $1.3M | 13k | 93.91 |
|
|
| McDonald's Corporation (MCD) | 0.7 | $1.2M | 5.1k | 231.05 |
|
|
| Dxc Technology (DXC) | 0.6 | $1.2M | -29% | 30k | 38.93 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $1.2M | -28% | 4.2k | 277.90 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.6 | $1.1M | -22% | 3.3k | 345.71 |
|
| Morgan Stanley Com New (MS) | 0.6 | $1.1M | NEW | 12k | 91.72 |
|
| Caterpillar (CAT) | 0.6 | $1.1M | -11% | 5.1k | 217.62 |
|
| Global X Fds Glbl X Mlp Etf (MLPA) | 0.6 | $1.1M | 28k | 38.67 |
|
|
| Xilinx | 0.6 | $1.1M | NEW | 7.4k | 144.66 |
|
| Regeneron Pharmaceuticals (REGN) | 0.6 | $1.1M | NEW | 1.9k | 558.46 |
|
| Danaher Corporation (DHR) | 0.6 | $1.0M | NEW | 3.9k | 268.38 |
|
| Sunrun (RUN) | 0.6 | $1.0M | NEW | 19k | 55.77 |
|
| Wisdomtree Tr Intl Smcap Div (DLS) | 0.6 | $1.0M | 14k | 74.67 |
|
|
| Equinix (EQIX) | 0.6 | $1.0M | NEW | 1.3k | 802.70 |
|
| FedEx Corporation (FDX) | 0.5 | $965k | NEW | 3.2k | 298.21 |
|
| Stitch Fix Com Cl A (SFIX) | 0.5 | $904k | NEW | 15k | 60.28 |
|
| Coinbase Global Com Cl A (COIN) | 0.5 | $900k | NEW | 3.6k | 253.16 |
|
| Rockwell Automation (ROK) | 0.5 | $891k | 3.1k | 285.94 |
|
|
| Global X Fds Millennial Consu (MILN) | 0.5 | $849k | NEW | 20k | 43.28 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.4 | $787k | -3% | 9.6k | 82.18 |
|
| Global X Fds Lithium Btry Etf (LIT) | 0.4 | $741k | NEW | 10k | 72.44 |
|
| Global X Fds Internet Of Thng (SNSR) | 0.4 | $731k | -17% | 21k | 35.73 |
|
| Etf Managers Tr Prime Mobile Pay | 0.4 | $720k | -15% | 10k | 70.44 |
|
| Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.4 | $714k | NEW | 13k | 53.62 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.4 | $708k | -23% | 28k | 25.74 |
|
| Etf Managers Tr Prime Cybr Scrty | 0.4 | $688k | -22% | 11k | 60.65 |
|
| Exchange Traded Concepts Tr Robo Glb Etf (ROBO) | 0.3 | $622k | -15% | 9.5k | 65.19 |
|
| Global X Fds Cloud Computng (CLOU) | 0.3 | $604k | -20% | 21k | 28.54 |
|
| Global X Fds Cannabis Etf | 0.3 | $586k | -17% | 43k | 13.78 |
|
| Etf Ser Solutions Loncar Cancer (CNCR) | 0.3 | $525k | -19% | 17k | 31.89 |
|
| Global X Fds Vdeo Gam Esprt (HERO) | 0.3 | $512k | -28% | 16k | 32.33 |
|
| Merck & Co (MRK) | 0.3 | $461k | 5.9k | 77.83 |
|
|
| Spdr Ser Tr S&p Biotech (XBI) | 0.3 | $460k | -21% | 3.4k | 135.45 |
|
| Edison International (EIX) | 0.2 | $437k | 7.6k | 57.79 |
|
|
| Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) | 0.2 | $396k | -36% | 4.4k | 89.31 |
|
| Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.2 | $369k | 23k | 16.29 |
|
|
| World Gold Tr Spdr Gld Minis | 0.2 | $365k | +5% | 21k | 17.60 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $359k | +2% | 147.00 | 2442.18 |
|
| Global X Fds Us Pfd Etf (PFFD) | 0.2 | $343k | +6% | 13k | 26.15 |
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.2 | $341k | +6% | 15k | 22.40 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $338k | 135.00 | 2503.70 |
|
|
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.2 | $315k | +3% | 6.8k | 46.36 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $287k | -6% | 1.7k | 165.61 |
|
| Chevron Corporation (CVX) | 0.2 | $285k | 2.7k | 104.66 |
|
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.2 | $275k | +3% | 3.1k | 88.17 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.1 | $268k | 5.8k | 46.02 |
|
|
| Fs Kkr Capital Corp (FSK) | 0.1 | $236k | NEW | 11k | 21.54 |
|
| Chimera Invt Corp Com New | 0.1 | $229k | -2% | 15k | 15.07 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $216k | +2% | 3.9k | 55.13 |
|
| Walt Disney Company (DIS) | 0.1 | $215k | +9% | 1.2k | 175.37 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $206k | NEW | 2.4k | 85.12 |
|
| Abbvie (ABBV) | 0.1 | $205k | NEW | 1.8k | 112.89 |
|
| Boeing Company (BA) | 0.1 | $204k | -84% | 852.00 | 239.44 |
|
| Valero Energy Corporation (VLO) | 0.1 | $204k | NEW | 2.6k | 78.16 |
|
Past Filings by Legacy Wealth Partners
SEC 13F filings are viewable for Legacy Wealth Partners going back to 2019
- Legacy Wealth Partners 2021 Q2 filed Aug. 16, 2021
- Legacy Wealth Partners 2021 Q1 filed May 12, 2021
- Legacy Wealth Partners 2020 Q4 filed Feb. 12, 2021
- Legacy Wealth Partners 2020 Q3 filed Nov. 12, 2020
- Legacy Wealth Partners 2020 Q2 filed Aug. 5, 2020
- Legacy Wealth Partners 2020 Q1 filed May 15, 2020
- Legacy Wealth Partners 2019 Q4 filed Feb. 7, 2020