Legacy Wealth Partners

Legacy Wealth Partners as of Sept. 30, 2020

Portfolio Holdings for Legacy Wealth Partners

Legacy Wealth Partners holds 87 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 11.4 $16M 58k 277.85
Ishares Core Msci Emkt (IEMG) 8.9 $13M 238k 52.80
Spdr S&p 500 Etf Tr Tr Unit (SPY) 8.2 $12M 35k 334.90
Vanguard Specialized Funds Div App Etf (VIG) 6.7 $9.5M 74k 128.66
World Gold Tr Spdr Gld Minis 4.6 $6.5M 347k 18.80
Columbia Etf Tr I Diversifid Fxd (DIAL) 4.1 $5.8M 271k 21.51
Apple (AAPL) 4.1 $5.8M 50k 115.81
Ishares Tr Core S&p500 Etf (IVV) 3.8 $5.3M 16k 336.04
Spdr Ser Tr Portfolio Agrgte (SPAB) 2.8 $3.9M 127k 30.81
Broadmark Rlty Cap 2.7 $3.8M 381k 9.86
Ishares Tr Core S&p Mcp Etf (IJH) 2.1 $2.9M 16k 185.30
Ishares Tr Core S&p Scp Etf (IJR) 2.0 $2.8M 40k 70.24
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.8 $2.5M 85k 29.26
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.6 $2.2M 41k 54.43
Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) 1.5 $2.2M 41k 52.23
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.4 $2.0M 12k 163.28
Ishares Tr Core Msci Eafe (IEFA) 1.2 $1.7M 28k 60.29
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 1.2 $1.6M 33k 49.86
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.0 $1.4M 11k 134.70
Amazon (AMZN) 0.9 $1.3M 421.00 3149.64
John Hancock Exchange Traded Multifactor Mi (JHMM) 0.9 $1.3M 34k 37.61
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.9 $1.2M 21k 58.21
Listed Fd Tr Core Alt Fd (CCOR) 0.8 $1.2M 43k 27.72
Home Depot (HD) 0.8 $1.2M 4.2k 277.72
Microsoft Corporation (MSFT) 0.8 $1.1M 5.2k 210.28
Broadcom (AVGO) 0.8 $1.1M 2.9k 364.44
Tesla Motors (TSLA) 0.8 $1.1M 2.5k 428.92
NVIDIA Corporation (NVDA) 0.7 $999k 1.8k 541.17
FedEx Corporation (FDX) 0.7 $949k 3.8k 251.39
Stoneco Com Cl A (STNE) 0.7 $942k 18k 52.92
Paypal Holdings (PYPL) 0.6 $903k 4.6k 196.99
Hanesbrands (HBI) 0.6 $901k 57k 15.76
Spdr Ser Tr Bloomberg Brclys (JNK) 0.6 $890k 8.5k 104.28
Global X Fds Glbl X Mlp Etf (MLPA) 0.6 $873k 40k 21.95
Peloton Interactive Cl A Com (PTON) 0.6 $839k 8.5k 99.23
Qualcomm (QCOM) 0.6 $802k 6.8k 117.66
Caterpillar (CAT) 0.6 $783k 5.3k 149.06
Wal-Mart Stores (WMT) 0.6 $779k 5.6k 139.86
Rockwell Automation (ROK) 0.6 $778k 3.5k 220.77
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $776k 3.6k 213.01
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.5 $776k 16k 49.33
Danaher Corporation (DHR) 0.5 $773k 3.6k 215.44
Expedia Group Com New (EXPE) 0.5 $757k 8.3k 91.69
Wisdomtree Tr Intl Smcap Div (DLS) 0.5 $734k 12k 59.86
Amgen (AMGN) 0.5 $709k 2.8k 254.03
Spdr Gold Tr Gold Shs (GLD) 0.5 $702k 4.0k 177.05
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.5 $698k 8.4k 83.05
Align Technology (ALGN) 0.5 $692k 2.1k 327.34
Starbucks Corporation (SBUX) 0.5 $672k 7.8k 85.89
Lululemon Athletica (LULU) 0.5 $641k 1.9k 329.22
Alaska Air (ALK) 0.5 $638k 17k 36.63
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.4 $619k 2.8k 223.87
Netflix (NFLX) 0.4 $610k 1.2k 500.00
BorgWarner (BWA) 0.4 $601k 16k 38.71
Medtronic SHS (MDT) 0.4 $577k 5.6k 103.89
Dxc Technology (DXC) 0.4 $522k 29k 17.83
Nasdaq Omx (NDAQ) 0.4 $499k 4.1k 122.82
Merck & Co (MRK) 0.4 $498k 6.0k 82.90
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.3 $455k 15k 30.89
Eaton Vance Tax Managed Buy Write Opport (ETV) 0.3 $393k 28k 13.84
Global X Fds Us Pfd Etf (PFFD) 0.3 $387k 16k 24.79
Edison International (EIX) 0.3 $384k 7.6k 50.78
Global X Fds Cloud Computng (CLOU) 0.3 $372k 16k 23.87
Global X Fds Vdeo Gam Esprt (HERO) 0.2 $350k 13k 27.17
Exchange Traded Concepts Tr Robo Glb Etf (ROBO) 0.2 $349k 7.2k 48.20
salesforce (CRM) 0.2 $346k 1.4k 251.09
Etf Managers Tr Prime Mobile Pay 0.2 $341k 6.3k 54.36
Global X Fds Internet Of Thng (SNSR) 0.2 $337k 13k 26.17
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $322k 7.3k 43.91
Fs Kkr Capital Corp. Ii 0.2 $322k 22k 14.73
Verizon Communications (VZ) 0.2 $321k 5.4k 59.51
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $321k 3.8k 83.88
Global X Fds Nasdaq 100 Cover (QYLD) 0.2 $318k 15k 21.59
Ssga Active Etf Tr Blkstn Gsosrln (SRLN) 0.2 $318k 7.1k 44.78
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.2 $301k 4.6k 64.75
First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.2 $291k 6.6k 44.30
Ishares Tr Jpmorgan Usd Emg (EMB) 0.2 $264k 2.4k 110.88
Alphabet Cap Stk Cl C (GOOG) 0.2 $262k 178.00 1471.91
Spdr Ser Tr S&p Biotech (XBI) 0.2 $262k 2.3k 111.54
Etf Ser Solutions Loncar Cancer (CNCR) 0.2 $255k 9.3k 27.51
Wp Carey (WPC) 0.2 $249k 3.8k 65.08
Alphabet Cap Stk Cl A (GOOGL) 0.2 $245k 167.00 1467.07
Pfizer (PFE) 0.1 $210k 5.7k 36.62
Spdr Ser Tr Blomberg Brc Inv (FLRN) 0.1 $209k 6.8k 30.65
Etf Managers Tr Prime Cybr Scrty 0.1 $209k 4.5k 46.59
Amcor Ord (AMCR) 0.1 $179k 16k 11.07
Chimera Invt Corp Com New 0.1 $157k 19k 8.21