| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2023 | ||||||||
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.