Legacy Wealth Partners

Legacy Wealth Partners as of June 30, 2020

Portfolio Holdings for Legacy Wealth Partners

Legacy Wealth Partners holds 96 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 10.6 $14M 57k 247.60
Spdr S&p 500 Etf Tr Tr Unit (SPY) 6.8 $9.0M 29k 308.37
Ishares Core Msci Emkt (IEMG) 6.7 $8.9M 187k 47.60
Ishares Tr Core S&p500 Etf (IVV) 4.3 $5.7M 18k 309.70
Ishares Tr Iboxx Inv Cp Etf (LQD) 4.1 $5.5M 41k 134.51
World Gold Tr Spdr Gld Minis 3.8 $5.0M 284k 17.76
Apple (AAPL) 3.7 $4.9M 13k 364.78
Vanguard Specialized Funds Div App Etf (VIG) 3.6 $4.8M 41k 117.19
Columbia Etf Tr I Diversifid Fxd (DIAL) 3.2 $4.2M 199k 21.12
Ishares Tr Core Msci Eafe (IEFA) 3.1 $4.2M 73k 57.16
Broadmark Rlty Cap 2.9 $3.9M 410k 9.47
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 2.1 $2.7M 99k 27.62
Ishares Tr 20 Yr Tr Bd Etf (TLT) 2.0 $2.7M 16k 163.90
Ishares Tr Core S&p Mcp Etf (IJH) 2.0 $2.7M 15k 177.84
Spdr Ser Tr Portfolio Agrgte (SPAB) 2.0 $2.6M 84k 30.86
Ishares Tr Core S&p Scp Etf (IJR) 1.9 $2.6M 38k 68.28
Ishares Tr Jpmorgan Usd Emg (EMB) 1.8 $2.3M 21k 109.21
Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) 1.5 $2.0M 42k 46.71
Global X Fds Glbl X Mlp Etf (MLPA) 1.3 $1.8M 64k 27.22
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 1.2 $1.6M 33k 49.88
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.1 $1.5M 27k 54.13
Amazon (AMZN) 1.0 $1.4M 500.00 2758.00
Microsoft Corporation (MSFT) 1.0 $1.3M 6.2k 203.43
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.9 $1.2M 25k 49.56
Spdr Ser Tr Bloomberg Brclys (JNK) 0.9 $1.2M 12k 101.13
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.9 $1.2M 21k 57.75
Select Sector Spdr Tr Energy (XLE) 0.8 $1.1M 30k 37.85
Home Depot (HD) 0.8 $1.0M 4.2k 250.42
Northern Lts Fd Tr Iii Cp Hi Yld Trnd (HYTR) 0.7 $924k 40k 22.96
Abbvie (ABBV) 0.7 $890k 9.1k 98.19
Tesla Motors (TSLA) 0.7 $862k 798.00 1080.20
NVIDIA Corporation (NVDA) 0.6 $838k 2.2k 379.87
Lululemon Athletica (LULU) 0.6 $817k 2.6k 312.19
Rockwell Automation (ROK) 0.6 $751k 3.5k 213.11
Kraft Heinz (KHC) 0.6 $749k 24k 31.90
Spdr Gold Tr Gold Shs (GLD) 0.6 $748k 4.5k 167.41
Broadcom (AVGO) 0.6 $740k 2.3k 315.70
Electronic Arts (EA) 0.5 $696k 5.3k 132.02
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.5 $673k 8.1k 83.08
Wisdomtree Tr Intl Smcap Div (DLS) 0.5 $645k 12k 55.61
John Hancock Exchange Traded Multifactor Mi (JHMM) 0.5 $643k 18k 35.12
Valero Energy Corporation (VLO) 0.5 $640k 11k 58.77
Micron Technology (MU) 0.5 $639k 12k 51.53
Netflix (NFLX) 0.5 $624k 1.4k 455.14
Danaher Corporation (DHR) 0.5 $614k 3.5k 176.74
Qualcomm (QCOM) 0.5 $606k 6.6k 91.24
Uber Technologies (UBER) 0.4 $577k 19k 31.06
Boeing Company (BA) 0.4 $570k 3.1k 183.22
Cisco Systems (CSCO) 0.4 $557k 12k 46.66
Stoneco Com Cl A (STNE) 0.4 $554k 14k 38.74
Hanesbrands (HBI) 0.4 $550k 49k 11.29
JPMorgan Chase & Co. (JPM) 0.4 $548k 5.8k 94.09
Align Technology (ALGN) 0.4 $529k 1.9k 274.52
BorgWarner (BWA) 0.4 $528k 15k 35.33
John Hancock Exchange Traded Multfctr Emrng (JHEM) 0.4 $523k 23k 22.74
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $508k 2.8k 178.68
Merck & Co (MRK) 0.4 $507k 6.6k 77.35
Global Payments (GPN) 0.4 $492k 2.9k 169.60
Hasbro (HAS) 0.4 $483k 6.4k 75.01
Darden Restaurants (DRI) 0.3 $457k 6.0k 75.76
Delta Air Lines Inc Del Com New (DAL) 0.3 $443k 16k 28.05
Expedia Group Com New (EXPE) 0.3 $441k 5.4k 82.20
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.3 $436k 15k 30.12
Dxc Technology (DXC) 0.3 $431k 26k 16.49
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.3 $426k 9.9k 42.85
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.3 $424k 5.2k 81.71
Edison International (EIX) 0.3 $411k 7.6k 54.35
MGM Resorts International. (MGM) 0.3 $400k 24k 16.80
Global X Fds Us Pfd Etf (PFFD) 0.3 $382k 16k 23.53
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.3 $374k 20k 18.43
Wp Carey (WPC) 0.3 $349k 5.2k 67.65
Alphabet Cap Stk Cl C (GOOG) 0.3 $332k 235.00 1412.77
Eaton Vance Tax Managed Buy Write Opport (ETV) 0.3 $331k 24k 14.11
Ssga Active Etf Tr Blkstn Gsosrln (SRLN) 0.2 $330k 7.6k 43.39
Global X Fds Cloud Computng (CLOU) 0.2 $299k 14k 21.44
Spdr Ser Tr S&p Biotech (XBI) 0.2 $293k 2.6k 111.92
salesforce (CRM) 0.2 $293k 1.6k 187.22
First Tr Nasdaq-100 Tech Ind Nas Clnedg Green (QCLN) 0.2 $288k 9.7k 29.75
Fs Kkr Capital Corp. Ii 0.2 $282k 22k 12.90
Global X Fds Nasdaq 100 Cover (QYLD) 0.2 $280k 13k 20.97
Exchange Traded Concepts Tr Robo Glb Etf (ROBO) 0.2 $278k 6.4k 43.54
Ventas (VTR) 0.2 $273k 7.4k 36.66
Etf Ser Solutions Loncar Cancer (CNCR) 0.2 $268k 9.9k 27.10
Invesco Exchange-traded Fd T Solar Etf (TAN) 0.2 $262k 7.3k 36.13
Chevron Corporation (CVX) 0.2 $262k 2.9k 89.36
Etf Managers Tr Prime Cybr Scrty 0.2 $243k 5.5k 44.47
Chimera Invt Corp Com New (CIM) 0.2 $243k 25k 9.62
Ares Capital Corporation (ARCC) 0.2 $238k 17k 14.43
Alphabet Cap Stk Cl A (GOOGL) 0.2 $237k 167.00 1419.16
Guggenheim Enhanced Equity Income Fund. 0.2 $225k 42k 5.42
Interpublic Group of Companies (IPG) 0.2 $219k 13k 17.12
Etf Managers Tr Prime Mobile Pay 0.2 $215k 4.4k 49.10
Global X Fds Vdeo Gam Esprt (HERO) 0.2 $211k 9.2k 23.06
Spdr Ser Tr Blomberg Brc Inv (FLRN) 0.2 $208k 6.8k 30.50
Iron Mountain (IRM) 0.2 $203k 7.8k 26.09
Global X Fds Cannabis Etf 0.1 $123k 12k 10.16