- New Purchases: QQQ, DE, BABA, MA, PM, ROM, BFK, OIA,
- Added Positions: IQI, V, IIM, MSFT, INTC, MRK, IVW, DIS, PFE, WMT, AMZN, VZ, JPM, CRL, NMZ, ARKK, T, IYW, GE, BAC,
- Reduced Positions: SHV, GSY, IJH, USMV, SPTS, IWF, DGRW, AAPL, IGSB, IWY, IWD, IJR, ITOT, VTI, SBUX, EFG, BRK.B, VBK, ADBE, DGRO, MDYG, IEFA, SHYG, BA, SHY, NVDA, IEMG, MO, PG, VBR, VOE, IHI,
- Sold Out: ILMN, CSCO, C, XOM, MU, IWO,
For the details of Legacy Wealth Planning, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/legacy+wealth+planning%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Legacy Wealth Planning, LLC- WisdomTree U.S. Dividend Growth Fund (DGRW) - 237,599 shares, 13.47% of the total portfolio. Shares reduced by 1.83%
- ISHARES TRUST (USMV) - 173,673 shares, 12.65% of the total portfolio. Shares reduced by 2.39%
- INVESCO ACTIVELY M (GSY) - 179,079 shares, 10.34% of the total portfolio. Shares reduced by 3.64%
- ISHARES TRUST (IWY) - 26,898 shares, 3.73% of the total portfolio. Shares reduced by 4.43%
- ISHARES TRUST (IJH) - 17,463 shares, 3.70% of the total portfolio. Shares reduced by 8.12%
Legacy Wealth Planning, LLC initiated holding in PowerShares QQQ Trust Ser 1. The purchase prices were between $250.49 and $302.76, with an estimated average price of $271.11. The stock is now traded at around $275.57. The impact to a portfolio due to this purchase was 0.34%. The holding were 1,068 shares as of .
New Purchase: Deere & Co (DE)Legacy Wealth Planning, LLC initiated holding in Deere & Co. The purchase prices were between $156.85 and $221.97, with an estimated average price of $192.83. The stock is now traded at around $238.27. The impact to a portfolio due to this purchase was 0.31%. The holding were 1,237 shares as of .
New Purchase: Alibaba Group Holding Ltd (BABA)Legacy Wealth Planning, LLC initiated holding in Alibaba Group Holding Ltd. The purchase prices were between $215.95 and $298, with an estimated average price of $263.14. The stock is now traded at around $286.42. The impact to a portfolio due to this purchase was 0.24%. The holding were 719 shares as of .
New Purchase: Mastercard Inc (MA)Legacy Wealth Planning, LLC initiated holding in Mastercard Inc. The purchase prices were between $290.18 and $366.12, with an estimated average price of $324.95. The stock is now traded at around $295.34. The impact to a portfolio due to this purchase was 0.23%. The holding were 592 shares as of .
New Purchase: Philip Morris International Inc (PM)Legacy Wealth Planning, LLC initiated holding in Philip Morris International Inc. The purchase prices were between $69.99 and $81.94, with an estimated average price of $77.08. The stock is now traded at around $72.03. The impact to a portfolio due to this purchase was 0.23%. The holding were 2,689 shares as of .
New Purchase: PROSHARES TRUST (ROM)Legacy Wealth Planning, LLC initiated holding in PROSHARES TRUST. The purchase prices were between $51.4 and $226.82, with an estimated average price of $133.97. The stock is now traded at around $56.21. The impact to a portfolio due to this purchase was 0.23%. The holding were 3,600 shares as of .
Added: Invesco Quality Municipal Income Trust (IQI)Legacy Wealth Planning, LLC added to a holding in Invesco Quality Municipal Income Trust by 28.86%. The purchase prices were between $11.95 and $12.76, with an estimated average price of $12.37. The stock is now traded at around $12.20. The impact to a portfolio due to this purchase was 0.28%. The holding were 87,323 shares as of .
Added: Visa Inc (V)Legacy Wealth Planning, LLC added to a holding in Visa Inc by 38.46%. The purchase prices were between $189.02 and $216.48, with an estimated average price of $199.76. The stock is now traded at around $187.40. The impact to a portfolio due to this purchase was 0.11%. The holding were 1,703 shares as of .
Added: Invesco Value Municipal Income Trust (IIM)Legacy Wealth Planning, LLC added to a holding in Invesco Value Municipal Income Trust by 29.40%. The purchase prices were between $14.4 and $15.42, with an estimated average price of $14.91. The stock is now traded at around $14.73. The impact to a portfolio due to this purchase was 0.1%. The holding were 26,717 shares as of .
Added: Merck & Co Inc (MRK)Legacy Wealth Planning, LLC added to a holding in Merck & Co Inc by 21.67%. The purchase prices were between $76.69 and $86.93, with an estimated average price of $82.09. The stock is now traded at around $77.09. The impact to a portfolio due to this purchase was 0.07%. The holding were 4,279 shares as of .
Added: The Walt Disney Co (DIS)Legacy Wealth Planning, LLC added to a holding in The Walt Disney Co by 20.49%. The purchase prices were between $112.18 and $135.54, with an estimated average price of $124.91. The stock is now traded at around $124.65. The impact to a portfolio due to this purchase was 0.06%. The holding were 2,352 shares as of .
Sold Out: Illumina Inc (ILMN)Legacy Wealth Planning, LLC sold out a holding in Illumina Inc. The sale prices were between $268.51 and $400.74, with an estimated average price of $354.32.
Sold Out: Cisco Systems Inc (CSCO)Legacy Wealth Planning, LLC sold out a holding in Cisco Systems Inc. The sale prices were between $37.85 and $48.1, with an estimated average price of $43.58.
Sold Out: Citigroup Inc (C)Legacy Wealth Planning, LLC sold out a holding in Citigroup Inc. The sale prices were between $41.85 and $53.76, with an estimated average price of $49.87.
Sold Out: Micron Technology Inc (MU)Legacy Wealth Planning, LLC sold out a holding in Micron Technology Inc. The sale prices were between $42.66 and $52.64, with an estimated average price of $48.39.
Sold Out: Exxon Mobil Corp (XOM)Legacy Wealth Planning, LLC sold out a holding in Exxon Mobil Corp. The sale prices were between $34.28 and $44.97, with an estimated average price of $40.9.
Sold Out: ISHARES TRUST (IWO)Legacy Wealth Planning, LLC sold out a holding in ISHARES TRUST. The sale prices were between $203.61 and $230.64, with an estimated average price of $218.57.
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