Legacy Wealth Partners, Inc. has disclosed 90 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2021-06-30. The current portfolio value is calculated to be $180.00 Mil. The turnover rate is 28%.
In Legacy Wealth Partners, Inc.'s current portfolio as of 2021-06-30, the top 5 holdings are
INVESCO QQQ Trust (QQQ), SPDR S&P 500 ETF Trust (SPY), iShares Core S&P Small-Cap ETF (IJR), iShares Core S&P 500 ETF (IVV), Columbia Diversified Fixed Income Allocation ETF (DIAL), not including call and put options.
Legacy Wealth Partners, Inc. did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Legacy Wealth Partners, Inc., as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Legacy Wealth Partners, Inc., which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Legacy Wealth Partners, Inc..