$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| USA | Exit | LIBERTY ALL STAR EQUITY FDsh ben int | $0 | – | -10,637 | -100.0% | -0.10% | – |
| ADBE | Exit | ADOBE INC | $0 | – | -360 | -100.0% | -0.23% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -511 | -100.0% | -0.24% | – |
| CCD | Exit | CALAMOS DYNAMIC CONV & INCOM | $0 | – | -7,586 | -100.0% | -0.27% | – |
| COIN | Exit | COINBASE GLOBAL INC | $0 | – | -960 | -100.0% | -0.28% | – |
| MU | Exit | MICRON TECHNOLOGY INC | $0 | – | -2,700 | -100.0% | -0.29% | – |
| PYPL | Exit | PAYPAL HLDGS INC | $0 | – | -1,360 | -100.0% | -0.29% | – |
| SHYG | Exit | ISHARES TR0-5 yr hi yl cp | $0 | – | -9,348 | -100.0% | -0.48% | – |
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.