Legacy Wealth Planning, LLC Portfolio Holdings

Legacy Wealth Planning, LLC

  • $60.4 Million
  • Q3 2022

Legacy Wealth Planning, LLC has filed its 13F form on November 10, 2022 for Q3 2022 where it was disclosed a total value porftolio of $60.4 Million distributed in 84 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Tr Us Quality Divid with a value of $6.66M, Wisdomtree Tr Global High Divi with a value of $5.05M, Apple Inc. with a value of $3.69M, Ishares Tr Russell 200 Growth with a value of $3.62M, and Pacer Fds Tr Us Cash Cows 100 with a value of $3.11M.

Examining the 13F form we can see an decrease of $9.3M in the current position value, from $69.7M to 60.4M.

Below you can find more details about Legacy Wealth Planning, LLC portfolio as well as his latest detailed transactions.

Portfolio value $60.4 Million
ETFs: $41.2 Million
Technology: $5.99 Million
Financial Services: $4.94 Million
Healthcare: $3.23 Million
Industrials: $1.35 Million
Consumer Defensive: $1.21 Million
Communication Services: $965,000
Consumer Cyclical: $733,000
Other: $872,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$6.66 Million 11.02% of portfolio
123,570
Q3 2022 Reduced 2.81%
$0
$5.05 Million 8.35% of portfolio
122,672
Q3 2022 Reduced 16.42%
$3.68T
$3.69 Million 6.11% of portfolio
26,702
Q3 2022 Reduced 0.56%
$0
$3.62 Million 5.99% of portfolio
30,279
Q3 2022 Reduced 0.92%
$0
$3.11 Million 5.14% of portfolio
75,752
Q3 2022 Added 6.91%
$0
$1.82 Million 3.01% of portfolio
8,641
Q3 2022 Reduced 10.64%
$0
$1.6 Million 2.64% of portfolio
21,996
Q3 2022 Reduced 0.85%
$0
$1.58 Million 2.61% of portfolio
11,020
Q3 2022 Added 837.07%
$0
$1.51 Million 2.49% of portfolio
12,379
Q3 2022 Reduced 1.36%
$0
$1.5 Million 2.48% of portfolio
7,675
Q3 2022 Reduced 1.1%
$3.1T
$1.31 Million 2.17% of portfolio
5,627
Q3 2022 Reduced 0.93%
$0
$1.25 Million 2.07% of portfolio
6,985
Q3 2022 Added 2.95%
$0
$1.23 Million 2.04% of portfolio
24,968
Q3 2022 Reduced 19.59%
$9.56B
$1.1 Million 1.82% of portfolio
5,582
Q2 2022 Added 1.36%
$0
$1 Million 1.66% of portfolio
97,582
Q3 2022 Added 6.68%
-
$945,000 1.56% of portfolio
-
Q3 2022 Reduced 0.98%
$84.4B
$810,000 1.34% of portfolio
5,237
Q3 2022 Reduced 8.62%
$0
$722,000 1.19% of portfolio
31,312
Q3 2022 Reduced 10.72%
$0
$705,000 1.17% of portfolio
5,182
Q3 2022 Reduced 16.12%
$82.2M
$697,000 1.15% of portfolio
41,350
Q3 2022 Added 30.85%
$0
$694,000 1.15% of portfolio
15,598
Q3 2022 Reduced 3.29%
$0
$656,000 1.09% of portfolio
13,304
Q3 2022 Reduced 6.27%
$0
$624,000 1.03% of portfolio
2,495
Q3 2022 Reduced 5.38%
$0
$607,000 1.0% of portfolio
5,658
Q3 2022 Reduced 1.98%
$87.1B
$588,000 0.97% of portfolio
4,860
Q2 2022 Reduced 4.12%
$0
$580,000 0.96% of portfolio
12,290
Q3 2022 Reduced 5.39%
$0
$536,000 0.89% of portfolio
5,845
Q2 2022 Reduced 9.31%
$0
$478,000 0.79% of portfolio
8,255
Q3 2022 Reduced 5.87%
$370B
$454,000 0.75% of portfolio
15,026
Q3 2022 Added 0.05%
$400B
$446,000 0.74% of portfolio
2,731
Q2 2022 Reduced 5.37%
$364B
$446,000 0.74% of portfolio
3,670
Q3 2022 Added 0.69%
$0
$439,000 0.73% of portfolio
10,209
Q3 2022 Reduced 5.87%
$25.3B
$415,000 0.69% of portfolio
1,901
Q3 2022 Added 1.06%
$0
$409,000 0.68% of portfolio
10,853
Q3 2022 Added 8.09%
$122B
$413,000 0.68% of portfolio
1,237
Q3 2020 New
$0
$372,000 0.62% of portfolio
31,277
Q3 2022 Added 11.48%
$0
$373,000 0.62% of portfolio
1,041
Q3 2022 Reduced 4.23%
$503B
$363,000 0.6% of portfolio
2,042
Q3 2022 Added 1.24%
$247B
$351,000 0.58% of portfolio
4,073
Q2 2022 Added 4.28%
$0
$349,000 0.58% of portfolio
4,265
Q3 2022 Reduced 62.13%
$0
$348,000 0.58% of portfolio
1,303
Q3 2022 Reduced 23.08%
$50.9B
$346,000 0.57% of portfolio
1,700
Q2 2022 Reduced 0.76%
$0
$335,000 0.55% of portfolio
4,185
Q3 2022 Added 21.83%
$237B
$333,000 0.55% of portfolio
2,566
Q2 2022 Reduced 5.31%
$405B
$326,000 0.54% of portfolio
2,585
Q3 2022 Added 0.08%
$0
$326,000 0.54% of portfolio
6,489
Q3 2022 Added 416.23%
$177B
$326,000 0.54% of portfolio
8,597
Q3 2022 Reduced 5.4%
$0
$325,000 0.54% of portfolio
1,174
Q3 2022 Added 6.82%
$0
$305,000 0.5% of portfolio
8,100
Q3 2022 New

Summary

  • Portfolio
  • No. of Stocks 84
  • Current Value $60.4 Million
  • Prior Value $69.7 Million
  • Filing
  • Period Q3 2022
  • Filing Date November 10, 2022
  • Form Type 13F-HR
  • Activity in Q3 2022
  • New Purchases 6 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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