$180 Million is the total value of Legacy Wealth Partners, Inc.'s 90 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FSKR | Exit | FS KKR CAP CORP II | $0 | – | -10,225 | -100.0% | -0.12% | – |
| CMI | Exit | CUMMINS INC | $0 | – | -873 | -100.0% | -0.13% | – |
| MET | Exit | METLIFE INC | $0 | – | -5,511 | -100.0% | -0.20% | – |
| TOTL | Exit | SSGA ACTIVE ETF TRspdr tr tactic | $0 | – | -10,521 | -100.0% | -0.30% | – |
| QCLN | Exit | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $0 | – | -8,616 | -100.0% | -0.35% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -7,574 | -100.0% | -0.52% | – |
| NFLX | Exit | NETFLIX INC | $0 | – | -1,905 | -100.0% | -0.58% | – |
| CME | Exit | CME GROUP INC | $0 | – | -5,177 | -100.0% | -0.62% | – |
| MAR | Exit | MARRIOTT INTL INC NEWcl a | $0 | – | -7,819 | -100.0% | -0.68% | – |
| FSLR | Exit | FIRST SOLAR INC | $0 | – | -13,565 | -100.0% | -0.69% | – |
| C | Exit | CITIGROUP INC | $0 | – | -17,372 | -100.0% | -0.74% | – |
| ALK | Exit | ALASKA AIR GROUP INC | $0 | – | -18,846 | -100.0% | -0.76% | – |
| AVGO | Exit | BROADCOM INC | $0 | – | -3,151 | -100.0% | -0.86% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-16
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.