Legacy Wealth Planning

Latest statistics and disclosures from Legacy Wealth Planning's latest quarterly 13F-HR filing:

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Positions held by Legacy Wealth Planning consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Legacy Wealth Planning

Companies in the Legacy Wealth Planning portfolio as of the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Msci Usa Value (VLUE) 16.9 $15M +110% 150k 100.70
Wisdomtree Tr Us Qtly Div Grt (DGRW) 9.4 $8.3M -38% 142k 58.84
Apple (AAPL) 5.3 $4.8M +9% 34k 141.51
Ishares Tr Rus Tp200 Gr Etf (IWY) 4.8 $4.3M 28k 152.67
Ishares Tr Rus 1000 Grw Etf (IWF) 3.1 $2.8M -2% 10k 274.05
Charles River Laboratories (CRL) 2.9 $2.6M 6.2k 412.59
Microsoft Corporation (MSFT) 2.4 $2.2M 7.6k 281.97
Vanguard Index Fds Total Stk Mkt (VTI) 1.8 $1.6M +25% 7.4k 222.09
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.8 $1.6M 9.5k 169.26
Ishares Tr Eafe Grwth Etf (EFG) 1.7 $1.5M -18% 12k 131.77
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.7 $1.5M 11k 139.64
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.7 $1.5M 5.3k 280.25
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 1.6 $1.4M +3% 28k 50.48
Nuveen Mun High Income Opp F (NMZ) 1.5 $1.3M 89k 14.76

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Ishares Tr Expanded Tech (IGV) 1.5 $1.3M +11% 3.3k 399.14
Boeing Company (BA) 1.4 $1.3M 5.8k 219.87
Ishares Core Msci Emkt (IEMG) 1.3 $1.2M 19k 61.74
Amazon (AMZN) 1.3 $1.1M 347.00 3285.30
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.3 $1.1M 4.2k 272.81
Ark Etf Tr Innovation Etf (ARKK) 1.3 $1.1M +3% 10k 110.51
Ishares Tr Rus 1000 Val Etf (IWD) 1.2 $1.0M -2% 6.6k 156.58
Invesco Quality Municipal Inc Trust (IQI) 1.1 $1.0M 77k 13.18
NVIDIA Corporation (NVDA) 1.1 $954k +303% 4.6k 207.21
JPMorgan Chase & Co. (JPM) 1.0 $931k 5.7k 163.65
Ishares Tr S&p 500 Grwt Etf (IVW) 1.0 $859k -94% 1.2k 734.82
At&t (T) 1.0 $850k -3% 32k 27.02
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $782k +3% 1.8k 428.96
Spdr Series Tr Aerospace Def (XAR) 0.9 $769k 6.4k 119.32
Bank of America Corporation (BAC) 0.8 $730k -10% 17k 42.44
Ishares Tr Msci Min Vol Etf (USMV) 0.8 $729k -6% 9.9k 73.50
Ishares Tr U.s. Med Dvc Etf (IHI) 0.8 $721k +500% 12k 62.78
Ishares Short Sh Tr Crport Etf (IGSB) 0.8 $677k +4% 12k 54.68
Intel Corporation (INTC) 0.7 $617k -2% 12k 53.30
Exxon Mobil Corporation (XOM) 0.7 $611k 10k 58.83
Ishares Tr Core Div Grwth (DGRO) 0.7 $601k 12k 50.24
Ishares Tr 0-5 Yr Hi Yl Cp (SHYG) 0.6 $568k -6% 12k 45.67
Spdr Gold Tr Gold Shs (GLD) 0.6 $543k +13% 3.3k 164.20
Verizon Communications (VZ) 0.6 $523k 9.7k 54.01
Inotiv (NOTV) 0.6 $494k 17k 29.23
Ishares Tr U.s. Tech Etf (IYW) 0.6 $493k 4.9k 101.36
Ishares Tr Core S&p Ttl Stk (ITOT) 0.5 $489k +24% 5.0k 98.47
Ishares Tr Core S&p500 Etf (IVV) 0.5 $489k +2% 1.1k 431.22
Johnson & Johnson (JNJ) 0.5 $475k 2.9k 161.51
Wal-Mart Stores (WMT) 0.5 $469k -12% 3.4k 139.50
Proshares Tr Pshs Ultra Tech (ROM) 0.5 $468k 4.7k 99.36
Visa Com Cl A (V) 0.5 $468k +16% 2.1k 222.75
Invesco Insured Municipal Income Trust (IIM) 0.5 $436k 27k 16.32
Ark Etf Tr Genomic Rev Etf (ARKG) 0.5 $424k -18% 5.7k 74.69
Deere & Company (DE) 0.5 $414k 1.2k 334.68
Cummins (CMI) 0.4 $388k 1.7k 224.80
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $382k 1.1k 357.68
Disney Walt Com Disney (DIS) 0.4 $382k 2.3k 169.33
Netflix (NFLX) 0.4 $369k 605.00 609.92
Nike CL B (NKE) 0.4 $361k 2.5k 145.10
Procter & Gamble Company (PG) 0.4 $353k -16% 2.5k 139.97
Wells Fargo Adv Multi-Sector Inco Fund (ERC) 0.4 $345k -5% 26k 13.54
Ishares Tr Expnd Tec Sc Etf (IGM) 0.4 $343k 849.00 404.00
Starbucks Corporation (SBUX) 0.4 $321k +32% 2.9k 110.27
Merck & Co (MRK) 0.3 $306k -4% 4.1k 75.22
Ishares Tr Core Msci Eafe (IEFA) 0.3 $305k 4.1k 74.17
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $301k NEW 2.8k 107.73
Global X Fds Nasdaq 100 Cover (QYLD) 0.3 $300k -5% 14k 22.06
Costco Wholesale Corporation (COST) 0.3 $294k 655.00 448.86
Adobe Systems Incorporated (ADBE) 0.3 $294k 510.00 576.47
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $289k 1.1k 263.21
Home Depot (HD) 0.3 $287k 875.00 328.00
Invesco Exchng Traded Pfd Etf (PGX) 0.3 $286k -6% 19k 15.02
Citigroup Com New (C) 0.3 $284k 4.0k 70.14
Ishares Tr Select Divid Etf (DVY) 0.3 $282k 2.5k 114.54
Altria (MO) 0.3 $281k 6.2k 45.55
Blackstone Group Inc Com Cl A (BX) 0.3 $277k 2.4k 116.34
Equinix (EQIX) 0.3 $277k 351.00 789.17
Pfizer (PFE) 0.3 $268k 6.2k 43.09
Toyota Motor Corp Sp Adr Rep2com (TM) 0.3 $267k 1.5k 178.00
Alphabet Cap Stk Cl A (GOOGL) 0.3 $267k +2% 100.00 2670.00
Philip Morris International (PM) 0.3 $267k 2.8k 94.88
Kinder Morgan (KMI) 0.3 $266k 16k 16.75
Select Sector Spdr Tr Financial (XLF) 0.3 $262k NEW 7.0k 37.54
Diageo Spons Adr New (DEO) 0.3 $254k 1.3k 193.16
Cisco Systems (CSCO) 0.3 $249k 4.6k 54.47
Ishares Tr Us Rgl Bks Etf (IAT) 0.3 $248k -6% 4.1k 60.61
On24 (ONTF) 0.3 $247k NEW 12k 19.92
Ishares Tr Short Treas Bd (SHV) 0.3 $245k -36% 2.2k 110.61
Ishares Tr Russell 2000 Etf (IWM) 0.3 $240k 1.1k 218.78
Calamos (CCD) 0.3 $231k 7.6k 30.45
Lpl Financial Holdings (LPLA) 0.3 $224k NEW 1.4k 156.53
Abbott Laboratories (ABT) 0.2 $221k 1.9k 117.93
Enterprise Products Partners (EPD) 0.2 $217k 10k 21.65
Ishares Tr U.s. Finls Etf (IYF) 0.2 $213k 2.6k 82.69
Consolidated Edison (ED) 0.2 $209k 2.9k 72.72
Illumina (ILMN) 0.2 $208k 512.00 406.25
Mastercard Incorporated Cl A (MA) 0.2 $208k 597.00 348.41
Alphabet Cap Stk Cl C (GOOG) 0.2 $205k NEW 77.00 2662.34
Ishares Tr Rus 2000 Grw Etf (IWO) 0.2 $203k -10% 693.00 292.93
Blackrock Mun Income Tr Sh Ben Int (BFK) 0.2 $188k 13k 14.80
Yamana Gold (AUY) 0.2 $178k 45k 3.96
Invesco Municipal Income Opp Trust (OIA) 0.1 $121k 15k 7.92

Past Filings by Legacy Wealth Planning

SEC 13F filings are viewable for Legacy Wealth Planning going back to 2019