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%
$4.36T
$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%
$3.92T
$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%
$9.11B
$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%
$128B
$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%
$34.8M
$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%
$119B
$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%
$426B
$454,000 0.75% of portfolio
15,026
Q3 2022 Added 0.05%
$494B
$446,000 0.74% of portfolio
2,731
Q2 2022 Reduced 5.37%
$506B
$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%
$27B
$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%
$140B
$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%
$564B
$363,000 0.6% of portfolio
2,042
Q3 2022 Added 1.24%
$219B
$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%
$61.8B
$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%
$277B
$333,000 0.55% of portfolio
2,566
Q2 2022 Reduced 5.31%
$354B
$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%
$164B
$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
Track This Portfolio

Track Legacy Wealth Planning, LLC Portfolio

Follow Legacy Wealth Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Wealth Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email