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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1 Million 1.66% of portfolio
97,582
Q3 2022 Added 6.68%
$0
$824,000 1.36% of portfolio
90,210
Q3 2022 Added 9.62%
$40.4M
$697,000 1.15% of portfolio
41,350
Q3 2022 Added 30.85%
$0
$226,000 0.37% of portfolio
19,665
Q1 2022 Reduced 25.98%
$0
$220,000 0.36% of portfolio
25,489
Q3 2021 Reduced 5.56%
$0
$204,000 0.34% of portfolio
45,000
Q2 2020 Added 36,190.32%
$0
$121,000 0.2% of portfolio
12,703
Q3 2020 New
$0
$90,000 0.15% of portfolio
15,275
Q3 2020 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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