Legacy Wealth Planning, LLC Portfolio Holdings by Sector
Legacy Wealth Planning, LLC
- $60.4 Million
- Q3 2022
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
DGRW DEW IWY COWZ IWF EFG VBR VOE 40 stocks |
$39,902
66.02% of portfolio
|
9
|
29
|
2
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3,690
6.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
NMZ IQI IIM ERC BFK OIA 6 stocks |
$2,484
4.11% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
CRL NOTV 2 stocks |
$1,796
2.97% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1,311
2.17% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1,254
2.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ MRK PFE ABBV 4 stocks |
$1,212
2.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$945
1.56% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Semiconductors | Technology
NVDA INTC 2 stocks |
$699
1.16% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
BAC JPM 2 stocks |
$686
1.14% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$607
1.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BA 1 stocks |
$588
0.97% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ T 2 stocks |
$555
0.92% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
MELI AMZN 2 stocks |
$524
0.87% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
LPLA 1 stocks |
$415
0.69% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$413
0.68% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Credit Services | Financial Services
V SOFI 2 stocks |
$412
0.68% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG 2 stocks |
$410
0.68% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
CMI 1 stocks |
$346
0.57% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$326
0.54% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
$274
0.45% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Oil & Gas Midstream | Energy
KMI 1 stocks |
$242
0.4% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT 1 stocks |
$224
0.37% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$222
0.37% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$209
0.35% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$205
0.34% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
EQIX 1 stocks |
$204
0.34% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
AUY 1 stocks |
$204
0.34% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
DDD 1 stocks |
$80
0.13% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|