Legacy Wealth Partners

Legacy Wealth Partners as of March 31, 2021

Portfolio Holdings for Legacy Wealth Partners

Legacy Wealth Partners holds 84 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Scp Etf (IJR) 11.3 $19M 179k 108.53
Spdr S&p 500 Etf Tr Tr Unit (SPY) 7.6 $13M 33k 396.34
Vanguard Specialized Funds Div App Etf (VIG) 7.1 $12M 82k 147.08
Ishares Tr Core Msci Eafe (IEFA) 6.0 $10M 142k 72.05
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.5 $9.4M 29k 319.12
Ishares Tr Core S&p500 Etf (IVV) 4.9 $8.3M 21k 397.83
Ishares Core Msci Emkt (IEMG) 4.8 $8.1M 126k 64.36
Columbia Etf Tr I Diversifid Fxd (DIAL) 4.1 $7.0M 330k 21.12
Apple (AAPL) 3.6 $6.1M 50k 122.15
Ishares Tr Core S&p Mcp Etf (IJH) 2.4 $4.1M 16k 260.28
Spdr Ser Tr Portfolio Agrgte (SPAB) 2.3 $4.0M 135k 29.65
Broadmark Rlty Cap 2.2 $3.7M 352k 10.46
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.8 $3.1M 87k 35.36
Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) 1.3 $2.3M 36k 63.91
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 1.2 $2.0M 41k 49.56
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.2 $2.0M 36k 54.65
John Hancock Exchange Traded Multifactor Mi (JHMM) 1.0 $1.8M 36k 49.14
Listed Fd Tr Core Alt Fd (CCOR) 0.9 $1.5M 52k 28.98
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $1.5M 5.9k 255.55
Broadcom (AVGO) 0.9 $1.5M 3.2k 463.66
Amazon (AMZN) 0.9 $1.5M 470.00 3093.62
eBay (EBAY) 0.8 $1.4M 24k 61.22
Boeing Company (BA) 0.8 $1.4M 5.6k 254.66
Paypal Holdings (PYPL) 0.8 $1.4M 5.9k 242.76
NVIDIA Corporation (NVDA) 0.8 $1.4M 2.6k 533.88
Caterpillar (CAT) 0.8 $1.3M 5.8k 231.86
Tesla Motors (TSLA) 0.8 $1.3M 2.0k 667.83
Dxc Technology (DXC) 0.8 $1.3M 42k 31.25
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.8 $1.3M 4.2k 309.08
Alaska Air (ALK) 0.8 $1.3M 19k 69.19
Microsoft Corporation (MSFT) 0.8 $1.3M 5.5k 235.70
Home Depot (HD) 0.7 $1.3M 4.2k 305.25
Citigroup Com New (C) 0.7 $1.3M 17k 72.76
Occidental Petroleum Corporation (OXY) 0.7 $1.2M 46k 26.61
First Solar (FSLR) 0.7 $1.2M 14k 87.28
Marriott Intl Cl A (MAR) 0.7 $1.2M 7.8k 148.10
Goldman Sachs (GS) 0.7 $1.2M 3.5k 327.09
Facebook Cl A (META) 0.7 $1.2M 3.9k 294.52
McDonald's Corporation (MCD) 0.7 $1.1M 5.1k 224.23
Gilead Sciences (GILD) 0.7 $1.1M 18k 64.64
Cme (CME) 0.6 $1.1M 5.2k 204.17
Netflix (NFLX) 0.6 $994k 1.9k 521.78
Wisdomtree Tr Intl Smcap Div (DLS) 0.6 $977k 14k 72.19
Diamondback Energy (FANG) 0.6 $976k 13k 73.49
American Tower Reit (AMT) 0.6 $956k 4.0k 239.12
Global X Fds Glbl X Mlp Etf (MLPA) 0.5 $931k 28k 33.09
Global X Fds Us Infr Dev Etf (PAVE) 0.5 $898k 36k 25.06
Medtronic SHS (MDT) 0.5 $895k 7.6k 118.17
Global X Fds Cannabis Etf 0.5 $828k 52k 16.05
Rockwell Automation (ROK) 0.5 $827k 3.1k 265.40
Global X Fds Internet Of Thng (SNSR) 0.5 $822k 25k 33.33
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.5 $812k 9.9k 82.14
Etf Managers Tr Prime Mobile Pay 0.5 $805k 12k 66.79
Etf Managers Tr Prime Cybr Scrty 0.5 $802k 15k 54.90
Exchange Traded Concepts Tr Robo Glb Etf (ROBO) 0.4 $716k 11k 63.48
Global X Fds Vdeo Gam Esprt (HERO) 0.4 $695k 22k 31.41
Global X Fds Cloud Computng (CLOU) 0.4 $686k 27k 25.73
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.4 $642k 7.0k 91.79
Etf Ser Solutions Loncar Cancer (CNCR) 0.4 $613k 21k 29.94
First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.3 $591k 8.6k 68.59
Spdr Ser Tr S&p Biotech (XBI) 0.3 $589k 4.3k 135.65
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.3 $507k 11k 48.19
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.3 $465k 15k 30.56
Merck & Co (MRK) 0.3 $453k 5.9k 77.09
Edison International (EIX) 0.3 $443k 7.6k 58.58
Eaton Vance Tax Managed Buy Write Opport (ETV) 0.2 $351k 23k 15.48
MetLife (MET) 0.2 $335k 5.5k 60.79
World Gold Tr Spdr Gld Minis 0.2 $333k 20k 17.01
Global X Fds Nasdaq 100 Cover (QYLD) 0.2 $324k 14k 22.56
Global X Fds Us Pfd Etf (PFFD) 0.2 $315k 12k 25.48
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.2 $302k 6.6k 45.79
Spdr Gold Tr Gold Shs (GLD) 0.2 $296k 1.9k 159.65
Alphabet Cap Stk Cl A (GOOGL) 0.2 $295k 143.00 2062.94
salesforce (CRM) 0.2 $292k 1.4k 211.90
Chevron Corporation (CVX) 0.2 $288k 2.7k 104.77
Alphabet Cap Stk Cl C (GOOG) 0.2 $279k 135.00 2066.67
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $264k 5.8k 45.77
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $263k 3.0k 87.23
Cummins (CMI) 0.1 $226k 873.00 258.88
Walt Disney Company (DIS) 0.1 $206k 1.1k 184.59
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $203k 3.8k 53.24
Fs Kkr Capital Corp. Ii 0.1 $200k 10k 19.56
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $200k 1.8k 108.81
Chimera Invt Corp Com New 0.1 $198k 16k 12.72