$69.7 Million is the total value of Legacy Wealth Planning, LLC's 91 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ONTF | Exit | ON24 INC | $0 | – | -12,400 | -100.0% | -0.19% | – |
| MKC | Exit | MCCORMICK & CO INC | $0 | – | -2,000 | -100.0% | -0.24% | – |
| SUB | Exit | ISHARES TRshrt nat mun etf | $0 | – | -1,935 | -100.0% | -0.24% | – |
| NFLX | Exit | NETFLIX INC | $0 | – | -539 | -100.0% | -0.24% | – |
| XLK | Exit | SELECT SECTOR SPDR TRtechnology | $0 | – | -1,313 | -100.0% | -0.25% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -77 | -100.0% | -0.25% | – |
| C | Exit | CITIGROUP INC | $0 | – | -4,049 | -100.0% | -0.25% | – |
| IYF | Exit | ISHARES TRu.s. finls etf | $0 | – | -2,552 | -100.0% | -0.25% | – |
| ITOT | Exit | ISHARES TRcore s&p ttl stk | $0 | – | -2,204 | -100.0% | -0.26% | – |
| IAT | Exit | ISHARES TRus rgl bks etf | $0 | – | -3,790 | -100.0% | -0.26% | – |
| PANW | Exit | PALO ALTO NETWORKS INC | $0 | – | -363 | -100.0% | -0.27% | – |
| SBUX | Exit | STARBUCKS CORP | $0 | – | -2,494 | -100.0% | -0.27% | – |
| XLY | Exit | SELECT SECTOR SPDR TRsbi cons discr | $0 | – | -1,228 | -100.0% | -0.27% | – |
| XLF | Exit | SELECT SECTOR SPDR TRfinancial | $0 | – | -5,986 | -100.0% | -0.27% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -83 | -100.0% | -0.27% | – |
| MO | Exit | ALTRIA GROUP INC | $0 | – | -4,658 | -100.0% | -0.29% | – |
| USMV | Exit | ISHARES TRmsci min vol etf | $0 | – | -4,013 | -100.0% | -0.37% | – |
| ARKG | Exit | ARK ETF TRgenomic rev etf | $0 | – | -6,942 | -100.0% | -0.38% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-26
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.