Legacy Wealth Partners

Legacy Wealth Partners as of Dec. 31, 2020

Portfolio Holdings for Legacy Wealth Partners

Legacy Wealth Partners holds 91 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Scp Etf (IJR) 9.0 $14M 157k 91.90
Ishares Core Msci Emkt (IEMG) 8.9 $14M 228k 62.04
Invesco Qqq Tr Unit Ser 1 (QQQ) 8.6 $14M 44k 313.73
Ishares Tr Core Msci Eafe (IEFA) 5.6 $8.9M 129k 69.09
Spdr S&p 500 Etf Tr Tr Unit (SPY) 4.9 $7.8M 21k 373.88
Ishares Tr Core S&p500 Etf (IVV) 4.5 $7.2M 19k 375.38
Apple (AAPL) 4.3 $6.8M 51k 132.70
Columbia Etf Tr I Diversifid Fxd (DIAL) 3.6 $5.8M 263k 22.09
Broadmark Rlty Cap 2.4 $3.8M 374k 10.20
Ishares Tr Core S&p Mcp Etf (IJH) 2.2 $3.5M 15k 229.82
Vanguard Specialized Funds Div App Etf (VIG) 2.2 $3.4M 24k 141.17
Spdr Ser Tr Portfolio Agrgte (SPAB) 2.1 $3.3M 108k 30.79
World Gold Tr Spdr Gld Minis 1.8 $2.8M 147k 18.94
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.7 $2.8M 82k 33.76
Spdr Ser Tr Bloomberg Brclys (JNK) 1.7 $2.7M 25k 108.93
Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) 1.5 $2.3M 36k 63.59
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.3 $2.0M 15k 138.11
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.1 $1.8M 32k 55.19
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 1.0 $1.6M 33k 49.79
Tesla Motors (TSLA) 1.0 $1.6M 2.2k 705.45
John Hancock Exchange Traded Multifactor Mi (JHMM) 0.9 $1.5M 34k 44.96
Amazon (AMZN) 0.9 $1.5M 456.00 3256.58
Ishares Tr Jpmorgan Usd Emg (EMB) 0.9 $1.5M 13k 115.88
Broadcom (AVGO) 0.9 $1.4M 3.2k 437.72
Stoneco Com Cl A (STNE) 0.8 $1.3M 16k 83.94
Listed Fd Tr Core Alt Fd (CCOR) 0.8 $1.3M 46k 28.65
Microsoft Corporation (MSFT) 0.8 $1.3M 5.7k 222.40
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.8 $1.2M 4.2k 287.24
Caterpillar (CAT) 0.8 $1.2M 6.6k 181.96
Alaska Air (ALK) 0.7 $1.1M 22k 52.01
Paypal Holdings (PYPL) 0.7 $1.1M 4.8k 234.27
Home Depot (HD) 0.7 $1.1M 4.2k 265.58
Goldman Sachs (GS) 0.7 $1.1M 4.2k 263.63
Dxc Technology (DXC) 0.7 $1.0M 40k 25.75
NVIDIA Corporation (NVDA) 0.7 $1.0M 2.0k 522.13
Citigroup Com New (C) 0.6 $1.0M 17k 61.68
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.0M 4.3k 231.91
Marriott Intl Cl A (MAR) 0.6 $992k 7.5k 131.95
Occidental Petroleum Corporation (OXY) 0.6 $936k 54k 17.32
Align Technology (ALGN) 0.6 $932k 1.7k 534.10
Starbucks Corporation (SBUX) 0.6 $919k 8.6k 106.95
Honeywell International (HON) 0.6 $912k 4.3k 212.59
Hanesbrands (HBI) 0.6 $904k 62k 14.59
Rockwell Automation (ROK) 0.6 $884k 3.5k 250.85
Wal-Mart Stores (WMT) 0.5 $857k 5.9k 144.18
Netflix (NFLX) 0.5 $851k 1.6k 540.66
Medtronic SHS (MDT) 0.5 $850k 7.3k 117.08
First Solar (FSLR) 0.5 $848k 8.6k 98.89
Wisdomtree Tr Intl Smcap Div (DLS) 0.5 $840k 12k 68.15
Boeing Company (BA) 0.5 $839k 3.9k 214.14
Pfizer (PFE) 0.5 $789k 21k 36.82
BorgWarner (BWA) 0.5 $771k 20k 38.63
Canopy Gro 0.5 $753k 31k 24.65
Spdr Gold Tr Gold Shs (GLD) 0.4 $645k 3.6k 178.23
Global X Fds Internet Of Thng (SNSR) 0.3 $544k 17k 31.79
Spdr Ser Tr S&p Biotech (XBI) 0.3 $534k 3.8k 140.67
Global X Fds Glbl X Mlp Etf (MLPA) 0.3 $511k 19k 27.41
Merck & Co (MRK) 0.3 $495k 6.0k 81.83
Etf Ser Solutions Loncar Cancer (CNCR) 0.3 $489k 15k 31.69
Edison International (EIX) 0.3 $475k 7.6k 62.81
Global X Fds Vdeo Gam Esprt (HERO) 0.3 $465k 15k 31.05
Global X Fds Cloud Computng (CLOU) 0.3 $463k 17k 27.87
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.3 $440k 14k 31.15
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.3 $439k 8.9k 49.28
Eaton Vance Tax Managed Buy Write Opport (ETV) 0.3 $434k 28k 15.34
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $428k 5.2k 82.96
Exchange Traded Concepts Tr Robo Glb Etf (ROBO) 0.3 $424k 7.0k 60.91
Global X Fds Nasdaq 100 Cover (QYLD) 0.3 $409k 18k 22.82
Global X Fds Cannabis Etf 0.3 $409k 41k 9.90
Etf Managers Tr Prime Mobile Pay 0.3 $408k 6.1k 66.60
First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.3 $407k 5.8k 70.17
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.3 $403k 3.9k 102.83
Global X Fds Us Pfd Etf (PFFD) 0.3 $400k 16k 25.82
Etf Managers Tr Prime Cybr Scrty 0.2 $343k 6.0k 57.49
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $332k 3.8k 87.41
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $330k 7.3k 45.43
Ssga Active Etf Tr Blkstn Gsosrln (SRLN) 0.2 $323k 7.1k 45.67
Verizon Communications (VZ) 0.2 $316k 5.4k 58.77
MetLife (MET) 0.2 $314k 6.7k 46.95
salesforce (CRM) 0.2 $307k 1.4k 222.79
Fs Kkr Capital Corp. Ii 0.2 $295k 18k 16.43
Alphabet Cap Stk Cl A (GOOGL) 0.2 $293k 167.00 1754.49
Alphabet Cap Stk Cl C (GOOG) 0.2 $280k 160.00 1750.00
Chevron Corporation (CVX) 0.2 $270k 3.2k 84.51
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $218k 4.2k 51.67
Facebook Cl A (META) 0.1 $217k 794.00 273.30
International Paper Company (IP) 0.1 $215k 4.3k 49.79
3M Company (MMM) 0.1 $212k 1.2k 174.49
Spdr Ser Tr Blomberg Brc Inv (FLRN) 0.1 $209k 6.8k 30.65
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $203k 3.2k 62.77
Chimera Invt Corp Com New 0.1 $198k 19k 10.27