LW

Legacy Wealth Partners, Inc.

13F
Legacy Wealth Partners, Inc.
Last update 2021-08-23 90 Stocks (29 new)
Value $180.00 Mil Turnover 28 %
Countries:
Top Holdings: QQQ(10.37%)SPY(9.36%)IJR(9.30%)IVV(4.81%)DIAL(4.08%)
Summary Stock Picks Current Portfolio
Legacy Wealth Partners, Inc. Top Holdings of 2021-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
QQQ
PowerShares QQQ Trust Ser 1
52,645
18,659.0
+79.47%
10.370
+4.59%
0.010
+25.61%
+9.29%
355,244.5
 
SPY
S&P 500 ETF TRUST ETF
39,361
16,849.0
+19.62%
9.360
+1.53%
0.000
+19.10%
+7.14%
639,845.5
 
IJR
iShares Core S&P Small-Cap ETF
148,206
16,744.0
-17.02%
9.300
-2.12%
0.020
+17.52%
-2.52%
81,112.1
 
IVV
iShares Core S&P 500 ETF
20,141
8,659.0
-3.41%
4.810
-0.18%
0.000
+19.14%
+7.22%
631,078.0
 
DIAL
Columbia Diversified Fixed Income Allocation ETF
Columbia Diversified Fixed Income Allocation ETF
340,376
7,335.0
New Holding
4.080
+4.08%
0.700
+2.99%
+5.14%
421.0
 
AAPL
Apple Inc
51,044
6,991.0
+1.75%
3.880
+0.07%
0.000
+8.32%
-15.87%
3,138,913.2
Hardware
IEFA
iShares Core MSCI EAFE ETF
81,187
6,078.0
-42.73%
3.380
-2.81%
0.010
+12.84%
+19.64%
141,396.5
 
VIG
Vanguard Dividend Appreciation FTF
38,219
5,916.0
-53.54%
3.290
-4.17%
0.010
+12.67%
+5.85%
89,054.4
 
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
66,161
4,432.0
-47.62%
2.460
-2.49%
0.000
+19.54%
+17.91%
98,800.7
 
IJH
iShares Core S&P Mid-Cap ETF
77,565
4,169.0
-1.59%
2.320
-0.04%
0.010
+15.85%
+1.40%
96,235.0
 

Legacy Wealth Partners, Inc.'s Historical Top Holdings Breakdowns

Legacy Wealth Partners, Inc. Total Holding History ($B)

To

Legacy Wealth Partners, Inc.'s Asset Allocation

To

Legacy Wealth Partners, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Legacy Wealth Partners, Inc.'s Hypothetical Growth since 2021-06-30

Legacy Wealth Partners, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Legacy Wealth Partners, Inc.'s Holdings Heat Map

Size field:

Legacy Wealth Partners, Inc.'s Holdings Bubble Chart

Legacy Wealth Partners, Inc. News

  • 1

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