HoldingsChannel.com
Legacy Wealth Partners Inc. Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
SPDR S&P 500 ETF TR (SPY) 33,615 +33,615 $11,189
     SPY33,615+33,615$11,189
INVESCO QQQ TR 47,330 +47,330 $10,802
     QQQ47,330+47,330$10,802
VANGUARD GROUP (VIG) 71,275 +71,275 $9,219
     VIG71,275+71,275$9,219
APPLE INC 16,980 +16,980 $5,458
     AAPL16,980+16,980$5,458
ISHARES TR (EFA) 76,715 +76,715 $5,326
     EFA76,715+76,715$5,326
COLUMBIA ETF TR I (DIAL) 242,527 +242,527 $5,098
     DIAL242,527+242,527$5,098
BROADMARK RLTY CAP INC 397,440 +397,440 $4,992
     BRMK397,440+397,440$4,992
ISHARES TR (IEFA) 69,826 +69,826 $4,553
     IEFA69,826+69,826$4,553
ISHARES TR (IVV) 13,031 +13,031 $4,356
     IVV13,031+13,031$4,356
WORLD GOLD TR 269,881 +269,881 $4,189
     GLDM269,881+269,881$4,189
ISHARES TR (TLT) 29,328 +29,328 $4,165
     TLT29,328+29,328$4,165
ISHARES TR (EMB) 33,928 +33,928 $3,917
     EMB33,928+33,928$3,917
SPDR SERIES TRUST (SPAB) 125,357 +125,357 $3,728
     SPAB125,357+125,357$3,728
ISHARES TR (IJR) 43,644 +43,644 $3,659
     IJR43,644+43,644$3,659
SPDR INDEX SHS FDS (SPDW) 86,591 +86,591 $2,714
     SPDW86,591+86,591$2,714
ISHARES TR (LQD) 20,502 +20,502 $2,670
     LQD20,502+20,502$2,670
ISHARES TR (IJH) 12,654 +12,654 $2,628
     IJH12,654+12,654$2,628
ISHARES INC (IEMG) 45,924 +45,924 $2,422
     IEMG45,924+45,924$2,422
VANGUARD MUN BD FD INC (VTEB) 39,557 +39,557 $2,146
     VTEB39,557+39,557$2,146
SPDR SERIES TRUST (SHM) 37,878 +37,878 $1,866
     SHM37,878+37,878$1,866
JP MORGAN EXCHANGE TRADED FD (JPGB) 35,888 +35,888 $1,809
     JPGB35,888+35,888$1,809
JOHN HANCOCK ETF TRUST (JHEM) 54,682 +54,682 $1,417
     JHEM54,682+54,682$1,417
ISHARES INC (LEMB) 31,870 +31,870 $1,399
     LEMB31,870+31,870$1,399
JOHN HANCOCK ETF TRUST (JHMM) 33,172 +33,172 $1,329
     JHMM33,172+33,172$1,329
ISHARES TR (SHY) 15,381 +15,381 $1,304
     SHY15,381+15,381$1,304
GLOBAL X FDS 142,748 +142,748 $1,083
     MLPA142,748+142,748$1,083
NVIDIA CORP 3,979 +3,979 $998
     NVDA3,979+3,979$998
HOME DEPOT INC 4,174 +4,174 $994
     HD4,174+4,174$994
MICRON TECHNOLOGY INC 16,829 +16,829 $955
     MU16,829+16,829$955
AMAZON COM INC 461 +461 $940
     AMZN461+461$940
FORTUNE BRANDS HOME & SEC IN 12,325 +12,325 $888
     FBHS12,325+12,325$888
STATE STR CORP 10,998 +10,998 $880
     STT10,998+10,998$880
NORDSTROM INC 20,621 +20,621 $834
     JWN20,621+20,621$834
JPMORGAN CHASE & CO 5,943 +5,943 $818
     JPM5,943+5,943$818
LABORATORY CORP AMER HLDGS 4,318 +4,318 $796
     LH4,318+4,318$796
WISDOMTREE TR 11,186 +11,186 $774
     DLS11,186+11,186$774
NEWMONT GOLDCORP CORPORATION 16,890 +16,890 $748
     NEM16,890+16,890$748
SPDR GOLD TRUST (GLD) 5,063 +5,063 $742
     GLD5,063+5,063$742
VANGUARD BD INDEX FD INC (BSV) 9,018 +9,018 $730
     BSV9,018+9,018$730
ROCKWELL AUTOMATION INC 3,524 +3,524 $723
     ROK3,524+3,524$723
PRUDENTIAL FINL INC 7,339 +7,339 $702
     PRU7,339+7,339$702
COHEN & STEERS LTD DUR PFD I 25,208 +25,208 $683
     LDP25,208+25,208$683
INTEL CORP 9,732 +9,732 $655
     INTC9,732+9,732$655
ANTHEM INC 2,257 +2,257 $649
     ANTM2,257+2,257$649
METTLER TOLEDO INTERNATIONAL 830 +830 $647
     MTD830+830$647
DISNEY WALT CO 4,568 +4,568 $646
     DIS4,568+4,568$646
BRISTOL MYERS SQUIBB CO 9,826 +9,826 $645
     BMY9,826+9,826$645
APPLIED MATLS INC 9,994 +9,994 $638
     AMAT9,994+9,994$638
SSGA ACTIVE ETF TR (SRLN) 13,616 +13,616 $631
     SRLN13,616+13,616$631
MEDTRONIC PLC 5,219 +5,219 $629
     MDT5,219+5,219$629

See Full List: All Stocks Held By Legacy Wealth Partners Inc.
— Including:
     • Biggest new positions
     • Biggest exits

See Details: Top 10 Stocks Held By Legacy Wealth Partners Inc.

Size ($ in 1000's)
At 12/31/2019: $137,312
At 09/30/2019: $0

Legacy Wealth Partners Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Legacy Wealth Partners Inc. 13F filings. Link to 13F filings: SEC filings

Legacy Wealth Partners Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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