Legacy Wealth Planning, LLC holdings history

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142 is the total number of securities Legacy Wealth Planning, LLC has owned. The longest Legacy Wealth Planning, LLC has owned a single stock is 12 quarters.

Legacy Wealth Planning, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
DGRW WISDOMTREE TR12120.23%11.40%16.01%Q4 2019Q3 202212
IWY ISHARES TR12123.39%4.68%5.99%Q4 2019Q3 202212
AAPL APPLE INC12122.21%4.56%6.10%Q4 2019Q3 202212
IWF ISHARES TR12122.95%3.20%3.59%Q4 2019Q3 202212
EFG ISHARES TR12121.72%2.18%2.64%Q4 2019Q3 202212
MSFT MICROSOFT CORP12121.21%2.10%2.60%Q4 2019Q3 202212
VBR VANGUARD INDEX FDS12121.15%1.81%2.61%Q4 2019Q3 202212
VBK VANGUARD INDEX FDS12121.38%1.81%2.48%Q4 2019Q3 202212
VOE VANGUARD INDEX FDS12121.10%1.71%2.49%Q4 2019Q3 202212
IJH ISHARES TR12120.32%1.66%4.53%Q4 2019Q3 202212
VTI VANGUARD INDEX FDS12121.04%1.58%2.08%Q4 2019Q3 202212
NMZ NUVEEN MUN HIGH INCOME...12121.32%1.53%1.80%Q4 2019Q3 202212
IVW ISHARES TR12120.76%1.49%3.26%Q4 2019Q3 202212
BA BOEING CO12120.95%1.34%1.87%Q4 2019Q3 202212
IWD ISHARES TR12121.09%1.28%1.57%Q4 2019Q3 202212
BRKB BERKSHIRE HATHAWAY INC...12120.86%1.21%1.56%Q4 2019Q3 202212
IQI INVESCO QUALITY MUNI I...12120.85%1.18%1.40%Q4 2019Q3 202212
AMZN AMAZON COM INC12120.38%1.05%1.58%Q4 2019Q3 202212
DGRO ISHARES TR12120.67%1.00%2.71%Q4 2019Q3 202212
T AT&T INC12120.38%0.97%1.48%Q4 2019Q3 202212
IGSB ISHARES SHORT12120.68%0.88%1.16%Q4 2019Q3 202212
XAR SPDR SERIES TR12120.64%0.85%1.03%Q4 2019Q3 202212
JPM JPMORGAN CHASE & CO12120.38%0.83%1.08%Q4 2019Q3 202212
IEMG ISHARES INC12120.49%0.83%1.47%Q4 2019Q3 202212
PGX INVESCO EXCHNG TRADED FD12120.30%0.81%2.09%Q4 2019Q3 202212
BAC BK OF AMERICA CORP12120.54%0.78%1.00%Q4 2019Q3 202212
IHI ISHARES TR12120.50%0.75%0.96%Q4 2019Q3 202212
INTC INTEL CORP12120.42%0.70%0.97%Q4 2019Q3 202212
SPY SPDR S&P 500 ETF TR12120.42%0.63%0.88%Q4 2019Q3 202212
VZ VERIZON COMMUNICATIONS...12120.52%0.60%0.74%Q4 2019Q3 202212
JNJ JOHNSON & JOHNSON12120.49%0.58%0.74%Q4 2019Q3 202212
IVV ISHARES TR12120.37%0.52%0.62%Q4 2019Q3 202212
WMT WALMART INC12120.33%0.51%0.72%Q4 2019Q3 202212
DVY ISHARES TR12120.26%0.47%1.00%Q4 2019Q3 202212
CMI CUMMINS INC12120.36%0.45%0.57%Q4 2019Q3 202212
PG PROCTER & GAMBLE CO12120.34%0.45%0.54%Q4 2019Q3 202212
IIM INVESCO VALUE MUN INCO...12120.32%0.44%0.54%Q4 2019Q3 202212
MRK MERCK & CO INC12120.32%0.42%0.58%Q4 2019Q3 202212
NKE NIKE INC12120.29%0.40%0.47%Q4 2019Q3 202212
ERC WELLS FARGO CO NEW12120.31%0.38%0.43%Q4 2019Q3 202212
PFE PFIZER INC12120.25%0.32%0.41%Q4 2019Q3 202212
EQIX EQUINIX INC12120.23%0.31%0.35%Q4 2019Q3 202212
KMI KINDER MORGAN INC DEL12120.17%0.29%0.40%Q4 2019Q3 202212
GSY INVESCO ACTIVELY MANAG...11111.56%3.67%11.16%Q1 2020Q3 202211
CRL CHARLES RIV LABS INTL INC11110.57%1.90%2.86%Q1 2020Q3 202211
ARKK ARK ETF TR11110.44%0.94%1.46%Q1 2020Q3 202211
NVDA NVIDIA CORP11110.32%0.79%1.22%Q1 2020Q3 202211
IYW ISHARES TR11110.30%0.43%0.55%Q4 2019Q2 202211
IGM ISHARES TR11110.32%0.40%0.54%Q1 2020Q3 202211
IEFA ISHARES TR11110.29%0.37%0.58%Q4 2019Q2 202211
ED CONSOLIDATED EDISON INC11110.23%0.28%0.37%Q4 2019Q2 202211
AUY YAMANA GOLD INC11110.20%0.27%0.34%Q1 2020Q3 202211
EPD ENTERPRISE PROD PARTNE...11110.18%0.26%0.34%Q4 2019Q2 202211
USMV ISHARES TR10100.37%7.20%16.46%Q4 2019Q1 202210
GLD SPDR GOLD TR10100.26%0.77%1.38%Q2 2020Q3 202210
ITOT ISHARES TR10100.26%0.68%2.47%Q4 2019Q1 202210
XOM EXXON MOBIL CORP810.25%0.50%0.77%Q4 2019Q3 202210
QQQ INVESCO QQQ TR910.26%0.48%0.68%Q4 2019Q3 202210
V VISA INC10100.28%0.48%0.60%Q2 2020Q3 202210
IWM ISHARES TRU820.26%0.45%1.46%Q4 2019Q3 202210
DIS DISNEY WALT CO910.26%0.39%0.58%Q4 2019Q2 202210
MO ALTRIA GROUP INC10100.26%0.33%0.40%Q4 2019Q1 202210
SBUX STARBUCKS CORP10100.26%0.32%0.41%Q4 2019Q1 202210
CSCO CISCO SYS INC810.25%0.30%0.35%Q4 2019Q3 202210
DE DEERE & CO990.31%0.51%0.68%Q3 2020Q3 20229
ROM PROSHARES TR990.23%0.43%0.68%Q3 2020Q3 20229
NFLX NETFLIX INC990.24%0.36%0.42%Q1 2020Q1 20229
DEO DIAGEO PLC810.25%0.31%0.45%Q4 2019Q3 20229
BFK BLACKROCK MUN INCOME TR990.18%0.21%0.25%Q3 2020Q3 20229
OIA INVESCO MUNI INCOME OP...990.13%0.14%0.16%Q3 2020Q3 20229
SHV ISHARES TR880.28%0.56%1.06%Q4 2019Q3 20218
SHYG ISHARES TR710.24%0.46%0.74%Q2 2020Q2 20228
C CITIGROUP INC610.25%0.31%0.38%Q4 2019Q1 20228
ADBE ADOBE INC710.23%0.30%0.34%Q4 2019Q4 20218
TM TOYOTA MOTOR CORP710.24%0.30%0.33%Q4 2019Q2 20228
VLUE ISHARES TR770.58%9.40%16.88%Q1 2021Q3 20227
IJR ISHARES TR430.32%1.80%3.26%Q4 2019Q3 20227
IGV ISHARES TR771.02%1.15%1.45%Q1 2021Q3 20227
NOTV INOTIV INC770.27%0.70%1.15%Q1 2021Q3 20227
COST COSTCO WHSL CORP NEW770.29%0.36%0.45%Q1 2021Q3 20227
QYLD GLOBAL X FDS770.26%0.32%0.37%Q1 2021Q3 20227
PM PHILIP MORRIS INTL INC520.23%0.29%0.33%Q4 2019Q3 20217
HD HOME DEPOT INC770.24%0.29%0.34%Q2 2020Q4 20217
GE GENERAL ELECTRIC CO770.13%0.20%0.26%Q4 2019Q2 20217
ARKG ARK GENOMIC510.34%0.50%0.73%Q1 2021Q3 20226
ABT ABBOTT LABS660.25%0.30%0.37%Q2 2021Q3 20226
IAT ISHARES TR510.26%0.28%0.32%Q4 2019Q1 20226
IWO ISHARE TR410.23%0.27%0.32%Q4 2019Q3 20216
IYF ISHARES TR510.24%0.26%0.31%Q4 2019Q1 20226
MDYG SPDR SERIES TR551.23%1.35%1.70%Q4 2019Q4 20205
LPLA LPL FINL HLDGS INC550.25%0.43%0.69%Q3 2021Q3 20225
GOOGL ALPHABET INC410.27%0.29%0.35%Q2 2021Q3 20225
CCD CALAMOS DYNAMIC CONV &...550.26%0.28%0.31%Q4 2020Q4 20215
CVX CHEVRON CORP NEW320.23%0.28%0.33%Q1 2021Q2 20225
MU MICRON TECHNOLOGY INC310.25%0.27%0.30%Q2 2020Q4 20215
CAT CATERPILLAR INC320.23%0.26%0.30%Q1 2021Q2 20225
ILMN ILLUMINA INC310.23%0.26%0.29%Q4 2019Q3 20215
MA MASTERCARD INCORPORATED550.23%0.25%0.27%Q3 2020Q3 20215
PSEC PROSPECT CAPITAL CORPO...550.06%0.07%0.11%Q4 2019Q4 20205
MELI MERCADOLIBRE INC440.32%0.41%0.49%Q4 2021Q3 20224
PYPL PAYPAL HLDGS INC310.27%0.28%0.30%Q4 2020Q4 20214
SHY ISHARES TR440.23%0.28%0.34%Q4 2019Q3 20204
GOOG ALPHABET INC310.23%0.27%0.33%Q3 2021Q3 20224
VIG VANGUARD SPECIALIZED F...330.39%0.43%0.46%Q1 2022Q3 20223
NOBL PROSHARES TR330.29%0.42%0.55%Q1 2022Q3 20223
XLP SELECT SECTOR SPDR TR330.26%0.33%0.37%Q1 2022Q3 20223
ABBV ABBVIE INC330.29%0.32%0.34%Q1 2022Q3 20223
SUB ISHARES TR330.24%0.27%0.34%Q3 2021Q1 20223
ONTF ON24 INC330.19%0.24%0.28%Q3 2021Q1 20223
DEW WISDOMTREE TR228.35%9.02%9.68%Q2 2022Q3 20222
COWZ PACER FDS TR224.38%4.76%5.14%Q2 2022Q3 20222
HDV ISHARES TR220.50%4.73%8.96%Q4 2019Q1 20202
EFAV ISHARES TR220.60%4.65%8.70%Q4 2019Q1 20202
SPTS SPDR SER TR223.46%3.67%3.88%Q2 2020Q3 20202
EEMV ISHARES INC220.45%2.76%5.07%Q4 2019Q1 20202
PAVE GLOBAL X FDS221.15%1.17%1.20%Q2 2022Q3 20222
MINT PIMCO ETF TR220.40%0.79%1.17%Q4 2019Q1 20202
HEFA ISHARES TR220.43%0.44%0.46%Q4 2019Q1 20202
FLOT ISHARES TR220.34%0.36%0.37%Q2 2022Q3 20222
XLU SELECT SECTOR SPDR TR220.33%0.34%0.34%Q2 2022Q3 20222
WPC WP CAREY INCO220.30%0.32%0.33%Q1 2022Q2 20222
BX BLACKSTONE GROUP INC220.26%0.29%0.31%Q2 2021Q3 20212
XLF SELECT SECTOR SPDR TR110.27%0.28%0.29%Q3 2021Q1 20222
XLK SELECT SECTOR SPDR TR220.25%0.25%0.25%Q4 2021Q1 20222
MARA MARATHON DIGITAL HOLDI...110.03%0.14%0.24%Q1 2021Q2 20222
XLE SELECT SECTOR SPDR TR111.40%1.40%1.40%Q2 2022Q2 20221
PTLC PACER FDS TR110.50%0.50%0.50%Q3 2022Q3 20221
DUK DUKE ENERGY CORP NEW110.32%0.32%0.32%Q2 2022Q2 20221
COIN COINBASE GLOBAL INC110.28%0.28%0.28%Q4 2021Q4 20211
XLY SELECT SECTOR SPDR TR110.27%0.27%0.27%Q1 2022Q1 20221
PANW PALO ALTO NETWORKS INC110.27%0.27%0.27%Q1 2022Q1 20221
EEM ISHARES TR110.25%0.25%0.25%Q4 2019Q4 20191
BABA ALIBABA GROUP HLDG LTD110.24%0.24%0.24%Q3 2020Q3 20201
IWN ISHARES TR110.24%0.24%0.24%Q4 2019Q4 20191
MKC MCCORMICK & CO INC110.24%0.24%0.24%Q1 2022Q1 20221
WDC WESTERN DIGITAL CORP110.23%0.23%0.23%Q4 2019Q4 20191
SPCE VIRGIN CALACTIC HOLDIN...110.23%0.23%0.23%Q2 2021Q2 20211
INTU INTUIT110.23%0.23%0.23%Q2 2021Q2 20211
GILD GILEAD SCIENCES INC110.21%0.21%0.21%Q1 2020Q1 20201
DDD 3-D SYS CORP DEL110.13%0.13%0.13%Q3 2022Q3 20221
USA LIBERTY ALL STAR EQUIT...110.10%0.10%0.10%Q4 2021Q4 20211
SOFI SOFI TECHNOLOGIES INC110.08%0.08%0.08%Q3 2022Q3 20221
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The securities at the top of the list , including WISDOMTREE TR, ISHARES TR, and APPLE INC, are the highest-conviction holdings of Legacy Wealth Planning, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Legacy Wealth Planning, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Legacy Wealth Planning, LLC owns currently or has owned in the past.