$159 Million is the total value of Legacy Wealth Partners, Inc.'s 91 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GS | New | GOLDMAN SACHS GROUP INC | $1,098,000 | – | 4,165 | +100.0% | 0.69% | – |
| C | New | CITIGROUP INC | $1,023,000 | – | 16,586 | +100.0% | 0.64% | – |
| MAR | New | MARRIOTT INTL INC NEWcl a | $992,000 | – | 7,518 | +100.0% | 0.62% | – |
| OXY | New | OCCIDENTAL PETE CORP | $936,000 | – | 54,057 | +100.0% | 0.59% | – |
| HON | New | HONEYWELL INTL INC | $912,000 | – | 4,290 | +100.0% | 0.57% | – |
| FSLR | New | FIRST SOLAR INC | $848,000 | – | 8,575 | +100.0% | 0.53% | – |
| BA | New | BOEING CO | $839,000 | – | 3,918 | +100.0% | 0.53% | – |
| CGC | New | CANOPY GROWTH CORP | $753,000 | – | 30,549 | +100.0% | 0.47% | – |
| POTX | New | GLOBAL X FDScannabis etf | $409,000 | – | 41,298 | +100.0% | 0.26% | – |
| MET | New | METLIFE INC | $314,000 | – | 6,688 | +100.0% | 0.20% | – |
| CVX | New | CHEVRON CORP NEW | $270,000 | – | 3,195 | +100.0% | 0.17% | – |
| EEM | New | ISHARES TRmsci emg mkt etf | $218,000 | – | 4,219 | +100.0% | 0.14% | – |
| FB | New | FACEBOOK INCcl a | $217,000 | – | 794 | +100.0% | 0.14% | – |
| IP | New | INTERNATIONAL PAPER CO | $215,000 | – | 4,318 | +100.0% | 0.14% | – |
| MMM | New | 3M CO | $212,000 | – | 1,215 | +100.0% | 0.13% | – |
| XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $203,000 | – | 3,234 | +100.0% | 0.13% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVESCO QQQ TR | 7 | Q2 2021 | 11.4% |
| SPDR S&P 500 ETF TR | 7 | Q2 2021 | 9.4% |
| ISHARES TR | 7 | Q2 2021 | 11.3% |
| ISHARES INC | 7 | Q2 2021 | 8.9% |
| VANGUARD SPECIALIZED FUNDS | 7 | Q2 2021 | 7.1% |
| ISHARES TR | 7 | Q2 2021 | 4.9% |
| APPLE INC | 7 | Q2 2021 | 4.3% |
| COLUMBIA ETF TR I | 7 | Q2 2021 | 4.2% |
| ISHARES TR | 7 | Q2 2021 | 6.0% |
| BROADMARK RLTY CAP INC | 7 | Q2 2021 | 3.6% |
View Legacy Wealth Partners, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2021-08-16 |
| 13F-HR | 2021-05-12 |
| 13F-HR | 2021-02-12 |
| 13F-HR | 2020-11-12 |
| 13F-HR | 2020-08-05 |
| 13F-HR | 2020-05-15 |
| 13F-HR | 2020-02-07 |
View Legacy Wealth Partners, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.