Legacy Wealth Partners

Legacy Wealth Partners as of June 30, 2021

Portfolio Holdings for Legacy Wealth Partners

Legacy Wealth Partners holds 90 positions in its portfolio as reported in the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 10.4 $19M 53k 354.43
Spdr S&p 500 Etf Tr Tr Unit (SPY) 9.4 $17M 39k 428.06
Ishares Tr Core S&p Scp Etf (IJR) 9.3 $17M 148k 112.98
Ishares Tr Core S&p500 Etf (IVV) 4.8 $8.7M 20k 429.92
Columbia Etf Tr I Diversifid Fxd (DIAL) 4.1 $7.3M 340k 21.55
Apple (AAPL) 3.9 $7.0M 51k 136.96
Ishares Tr Core Msci Eafe (IEFA) 3.4 $6.1M 81k 74.86
Vanguard Specialized Funds Div App Etf (VIG) 3.3 $5.9M 38k 154.79
Ishares Core Msci Emkt (IEMG) 2.5 $4.4M 66k 66.99
Ishares Tr Core S&p Mcp Etf (IJH) 2.3 $4.2M 16k 268.74
Spdr Ser Tr Portfolio Agrgte (SPAB) 2.0 $3.6M 122k 30.01
Broadmark Rlty Cap 1.9 $3.4M 318k 10.59
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.9 $3.4M 91k 36.79
Ishares Tr Jpmorgan Usd Emg (EMB) 1.5 $2.7M 24k 112.46
Spdr Ser Tr Bloomberg Brclys (JNK) 1.3 $2.3M 21k 109.96
Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) 1.3 $2.3M 36k 63.36
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 1.1 $2.0M 41k 49.57
NVIDIA Corporation (NVDA) 1.1 $2.0M 2.5k 800.16
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.1 $2.0M 36k 55.29
Spdr Ser Tr Portfli Tips Etf (SPIP) 1.1 $2.0M 63k 31.14
John Hancock Exchange Traded Multifactor Mi (JHMM) 1.0 $1.8M 35k 51.83
Listed Fd Tr Core Alt Fd (CCOR) 1.0 $1.8M 60k 29.39
Amazon (AMZN) 0.9 $1.6M 466.00 3439.91
Microsoft Corporation (MSFT) 0.9 $1.6M 5.8k 270.99
Facebook Cl A (META) 0.8 $1.5M 4.3k 347.69
Revolve Group Cl A (RVLV) 0.8 $1.5M 22k 68.88
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.8 $1.5M 10k 144.39
Paypal Holdings (PYPL) 0.8 $1.5M 5.0k 291.55
salesforce (CRM) 0.8 $1.4M 5.9k 244.27
eBay (EBAY) 0.8 $1.4M 20k 70.23
Gilead Sciences (GILD) 0.8 $1.4M 20k 68.85
Occidental Petroleum Corporation (OXY) 0.8 $1.4M 44k 31.27
Goldman Sachs (GS) 0.7 $1.3M 3.5k 379.45
Home Depot (HD) 0.7 $1.3M 4.2k 318.86
American Tower Reit (AMT) 0.7 $1.3M 4.8k 270.17
Tesla Motors (TSLA) 0.7 $1.3M 1.9k 679.64
Diamondback Energy (FANG) 0.7 $1.3M 13k 93.91
McDonald's Corporation (MCD) 0.7 $1.2M 5.1k 231.05
Dxc Technology (DXC) 0.6 $1.2M 30k 38.93
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.2M 4.2k 277.90
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.6 $1.1M 3.3k 345.71
Morgan Stanley Com New (MS) 0.6 $1.1M 12k 91.72
Caterpillar (CAT) 0.6 $1.1M 5.1k 217.62
Global X Fds Glbl X Mlp Etf (MLPA) 0.6 $1.1M 28k 38.67
Xilinx 0.6 $1.1M 7.4k 144.66
Regeneron Pharmaceuticals (REGN) 0.6 $1.1M 1.9k 558.46
Danaher Corporation (DHR) 0.6 $1.0M 3.9k 268.38
Sunrun (RUN) 0.6 $1.0M 19k 55.77
Wisdomtree Tr Intl Smcap Div (DLS) 0.6 $1.0M 14k 74.67
Equinix (EQIX) 0.6 $1.0M 1.3k 802.70
FedEx Corporation (FDX) 0.5 $965k 3.2k 298.21
Stitch Fix Com Cl A (SFIX) 0.5 $904k 15k 60.28
Coinbase Global Com Cl A (COIN) 0.5 $900k 3.6k 253.16
Rockwell Automation (ROK) 0.5 $891k 3.1k 285.94
Global X Fds Millennial Consu (MILN) 0.5 $849k 20k 43.28
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $787k 9.6k 82.18
Global X Fds Lithium Btry Etf (LIT) 0.4 $741k 10k 72.44
Global X Fds Internet Of Thng (SNSR) 0.4 $731k 21k 35.73
Etf Managers Tr Prime Mobile Pay 0.4 $720k 10k 70.44
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) 0.4 $714k 13k 53.62
Global X Fds Us Infr Dev Etf (PAVE) 0.4 $708k 28k 25.74
Etf Managers Tr Prime Cybr Scrty 0.4 $688k 11k 60.65
Exchange Traded Concepts Tr Robo Glb Etf (ROBO) 0.3 $622k 9.5k 65.19
Global X Fds Cloud Computng (CLOU) 0.3 $604k 21k 28.54
Global X Fds Cannabis Etf 0.3 $586k 43k 13.78
Etf Ser Solutions Loncar Cancer (CNCR) 0.3 $525k 17k 31.89
Global X Fds Vdeo Gam Esprt (HERO) 0.3 $512k 16k 32.33
Merck & Co (MRK) 0.3 $461k 5.9k 77.83
Spdr Ser Tr S&p Biotech (XBI) 0.3 $460k 3.4k 135.45
Edison International (EIX) 0.2 $437k 7.6k 57.79
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.2 $396k 4.4k 89.31
Eaton Vance Tax Managed Buy Write Opport (ETV) 0.2 $369k 23k 16.29
World Gold Tr Spdr Gld Minis 0.2 $365k 21k 17.60
Alphabet Cap Stk Cl A (GOOGL) 0.2 $359k 147.00 2442.18
Global X Fds Us Pfd Etf (PFFD) 0.2 $343k 13k 26.15
Global X Fds Nasdaq 100 Cover (QYLD) 0.2 $341k 15k 22.40
Alphabet Cap Stk Cl C (GOOG) 0.2 $338k 135.00 2503.70
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.2 $315k 6.8k 46.36
Spdr Gold Tr Gold Shs (GLD) 0.2 $287k 1.7k 165.61
Chevron Corporation (CVX) 0.2 $285k 2.7k 104.66
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $275k 3.1k 88.17
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $268k 5.8k 46.02
Fs Kkr Capital Corp (FSK) 0.1 $236k 11k 21.54
Chimera Invt Corp Com New 0.1 $229k 15k 15.07
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $216k 3.9k 55.13
Walt Disney Company (DIS) 0.1 $215k 1.2k 175.37
Raytheon Technologies Corp (RTX) 0.1 $206k 2.4k 85.12
Abbvie (ABBV) 0.1 $205k 1.8k 112.89
Boeing Company (BA) 0.1 $204k 852.00 239.44
Valero Energy Corporation (VLO) 0.1 $204k 2.6k 78.16