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 JNK, FDX, SFIX, LIT, Xilinx, EQIX, REGN, RVLV, VLO, TLT. ABBV, RTX, RUN, MILN, FSK, CGW, DHR, COIN, MS.
- 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
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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 | 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