Legacy Wealth Partners, Inc. Buys iShares 1-3 Year Treasury Bond ETF, Broadmark Realty Capital Inc, iShares 20+ Year Treasury Bond ETF, Sells iShares MSCI EAFE, PowerShares QQQ Trust Ser 1, SPDR S&P 500

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May 15, 2020
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Investment company Legacy Wealth Partners, Inc. (Current Portfolio) buys iShares 1-3 Year Treasury Bond ETF, Broadmark Realty Capital Inc, iShares 20+ Year Treasury Bond ETF, Vanguard Total International Bond ETF, iShares Core MSCI Emerging Markets, sells iShares MSCI EAFE, PowerShares QQQ Trust Ser 1, SPDR S&P 500, Vanguard Div Appreciation, iShares J.P. Morgan USD Emerging Markets Bond ETF during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Legacy Wealth Partners, Inc.. As of 2020Q1, Legacy Wealth Partners, Inc. owns 72 stocks with a total value of $97 million. These are the details of the buys and sells.

For the details of Legacy Wealth Partners, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/legacy+wealth+partners%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Legacy Wealth Partners, Inc.
  1. iShares 1-3 Year Treasury Bond ETF (SHY) - 108,842 shares, 9.74% of the total portfolio. Shares added by 607.64%
  2. iShares 20+ Year Treasury Bond ETF (TLT) - 44,678 shares, 7.61% of the total portfolio. Shares added by 52.34%
  3. PowerShares QQQ Trust Ser 1 (QQQ) - 29,437 shares, 5.79% of the total portfolio. Shares reduced by 37.8%
  4. SPDR S&P 500 (SPY) - 21,750 shares, 5.79% of the total portfolio. Shares reduced by 35.3%
  5. SPDR Gold MiniShares Trust (GLDM) - 327,998 shares, 5.33% of the total portfolio. Shares added by 21.53%
New Purchase: Broadmark Realty Capital Inc (BRMK)

Legacy Wealth Partners, Inc. initiated holding in Broadmark Realty Capital Inc. The purchase prices were between $5.82 and $12.75, with an estimated average price of $11.09. The stock is now traded at around $7.30. The impact to a portfolio due to this purchase was 3.26%. The holding were 419,503 shares as of .

New Purchase: Vanguard Total International Bond ETF (BNDX)

Legacy Wealth Partners, Inc. initiated holding in Vanguard Total International Bond ETF. The purchase prices were between $54.98 and $58.4, with an estimated average price of $57.14. The stock is now traded at around $57.20. The impact to a portfolio due to this purchase was 2.32%. The holding were 39,849 shares as of .

New Purchase: Johnson & Johnson (JNJ)

Legacy Wealth Partners, Inc. initiated holding in Johnson & Johnson. The purchase prices were between $111.14 and $153.99, with an estimated average price of $142.18. The stock is now traded at around $148.20. The impact to a portfolio due to this purchase was 0.51%. The holding were 3,736 shares as of .

New Purchase: Lululemon Athletica Inc (LULU)

Legacy Wealth Partners, Inc. initiated holding in Lululemon Athletica Inc. The purchase prices were between $138.98 and $263.68, with an estimated average price of $224.6. The stock is now traded at around $244.77. The impact to a portfolio due to this purchase was 0.49%. The holding were 2,509 shares as of .

New Purchase: Berkshire Hathaway Inc (BRK.B)

Legacy Wealth Partners, Inc. initiated holding in Berkshire Hathaway Inc. The purchase prices were between $162.13 and $230.2, with an estimated average price of $213.25. The stock is now traded at around $169.88. The impact to a portfolio due to this purchase was 0.46%. The holding were 2,455 shares as of .

New Purchase: Hasbro Inc (HAS)

Legacy Wealth Partners, Inc. initiated holding in Hasbro Inc. The purchase prices were between $44.73 and $105.78, with an estimated average price of $87.29. The stock is now traded at around $64.54. The impact to a portfolio due to this purchase was 0.45%. The holding were 6,059 shares as of .

Added: iShares 1-3 Year Treasury Bond ETF (SHY)

Legacy Wealth Partners, Inc. added to a holding in iShares 1-3 Year Treasury Bond ETF by 607.64%. The purchase prices were between $84.63 and $86.69, with an estimated average price of $85.36. The stock is now traded at around $86.67. The impact to a portfolio due to this purchase was 8.36%. The holding were 108,842 shares as of .

Added: iShares 20+ Year Treasury Bond ETF (TLT)

Legacy Wealth Partners, Inc. added to a holding in iShares 20+ Year Treasury Bond ETF by 52.34%. The purchase prices were between $135.48 and $171.29, with an estimated average price of $148.44. The stock is now traded at around $166.81. The impact to a portfolio due to this purchase was 2.61%. The holding were 44,678 shares as of .

Added: iShares Core MSCI Emerging Markets (IEMG)

Legacy Wealth Partners, Inc. added to a holding in iShares Core MSCI Emerging Markets by 73.99%. The purchase prices were between $36.22 and $55.44, with an estimated average price of $49.11. The stock is now traded at around $42.96. The impact to a portfolio due to this purchase was 1.42%. The holding were 79,902 shares as of .

Added: iShares Core MSCI EAFE (IEFA)

Legacy Wealth Partners, Inc. added to a holding in iShares Core MSCI EAFE by 31.18%. The purchase prices were between $43.31 and $66.12, with an estimated average price of $59.51. The stock is now traded at around $51.66. The impact to a portfolio due to this purchase was 1.12%. The holding were 91,598 shares as of .

Added: SPDR Gold MiniShares Trust (GLDM)

Legacy Wealth Partners, Inc. added to a holding in SPDR Gold MiniShares Trust by 21.53%. The purchase prices were between $14.64 and $16.74, with an estimated average price of $15.78. The stock is now traded at around $17.40. The impact to a portfolio due to this purchase was 0.94%. The holding were 327,998 shares as of .

Added: Microsoft Corp (MSFT)

Legacy Wealth Partners, Inc. added to a holding in Microsoft Corp by 163.02%. The purchase prices were between $135.42 and $188.7, with an estimated average price of $164.71. The stock is now traded at around $180.31. The impact to a portfolio due to this purchase was 0.62%. The holding were 6,131 shares as of .

Sold Out: iShares MSCI EAFE (EFA)

Legacy Wealth Partners, Inc. sold out a holding in iShares MSCI EAFE. The sale prices were between $46.5 and $70.38, with an estimated average price of $63.47.

Sold Out: iShares J.P. Morgan EM Local Currency Bond (LEMB)

Legacy Wealth Partners, Inc. sold out a holding in iShares J.P. Morgan EM Local Currency Bond. The sale prices were between $35.25 and $44.01, with an estimated average price of $42.12.

Sold Out: Fortune Brands Home & Security Inc (FBHS)

Legacy Wealth Partners, Inc. sold out a holding in Fortune Brands Home & Security Inc. The sale prices were between $34.83 and $72.99, with an estimated average price of $62.15.

Sold Out: Nordstrom Inc (JWN)

Legacy Wealth Partners, Inc. sold out a holding in Nordstrom Inc. The sale prices were between $15.34 and $42.2, with an estimated average price of $33.66.

Sold Out: WisdomTree International SmallCap Fund (DLS)

Legacy Wealth Partners, Inc. sold out a holding in WisdomTree International SmallCap Fund. The sale prices were between $41.82 and $71.22, with an estimated average price of $61.92.

Sold Out: Newmont Corp (NEM)

Legacy Wealth Partners, Inc. sold out a holding in Newmont Corp. The sale prices were between $39.5 and $52.35, with an estimated average price of $45.05.



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