$84.9 Million is the total value of Legacy Wealth Planning, LLC's 100 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $375,000 | – | 2,313 | +100.0% | 0.44% | – |
| IJR | New | ISHARES TRcor s&p scp etf | $270,000 | – | 2,507 | +100.0% | 0.32% | – |
| WPC | New | W P CAREY | $252,000 | – | 3,119 | +100.0% | 0.30% | – |
| ABBV | New | ABBVIE INC | $250,000 | – | 1,541 | +100.0% | 0.29% | – |
| NOBL | New | PROSHARES TRs&p 500 dv arist | $246,000 | – | 2,595 | +100.0% | 0.29% | – |
| XLF | New | SELECT SECTOR SPDR TRfinancial | $229,000 | – | 5,986 | +100.0% | 0.27% | – |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $227,000 | – | 1,228 | +100.0% | 0.27% | – |
| PANW | New | PALO ALTO NETWORKS INC | $226,000 | – | 363 | +100.0% | 0.27% | – |
| XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $225,000 | – | 2,964 | +100.0% | 0.26% | – |
| MKC | New | MCCORMICK & CO INC | $200,000 | – | 2,000 | +100.0% | 0.24% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| WISDOMTREE TR | 12 | Q3 2022 | 16.0% |
| ISHARES TR | 12 | Q3 2022 | 6.0% |
| APPLE INC | 12 | Q3 2022 | 6.1% |
| ISHARES TR | 12 | Q3 2022 | 3.6% |
| ISHARES TR | 12 | Q3 2022 | 2.6% |
| MICROSOFT CORP | 12 | Q3 2022 | 2.6% |
| VANGUARD INDEX FDS | 12 | Q3 2022 | 2.6% |
| VANGUARD INDEX FDS | 12 | Q3 2022 | 2.5% |
| VANGUARD INDEX FDS | 12 | Q3 2022 | 2.5% |
| ISHARES TR | 12 | Q3 2022 | 4.5% |
View Legacy Wealth Planning, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-07-26 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-14 |
| 13F-HR/A | 2021-11-22 |
| 13F-HR | 2021-11-12 |
| 13F-HR | 2021-08-16 |
| 13F-HR | 2021-05-06 |
| 13F-HR | 2021-02-12 |
| 13F-HR | 2020-11-03 |
View Legacy Wealth Planning, LLC'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.