Portfolio (Quarterly)
Guide ↗
Legacy Wealth Partners, LLC
· CIK 0002066638| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | CSCO | CISCO SYS INC | Technology | 2,530.0 | $297K | 0.07% | -412.0 | -14.0% | $117.46 | -4.3% |
| 42 | HD | HOME DEPOT INC | Consumer Cyclical | 838.0 | $295K | 0.07% | -59.0 | -6.6% | $352.50 | -5.0% |
| 43 | BSCY | INVESCO EXCH TRD SLF IDX FD | — | 12,977.0 | $268K | 0.06% | -3K | -20.4% | $20.66 | -1.5% |
| 44 | BSCR | INVESCO EXCH TRD SLF IDX FD | — | 13,643.0 | $268K | 0.06% | -3K | -20.2% | $19.61 | -0.1% |
| 45 | BSCQ | INVESCO EXCH TRD SLF IDX FD | — | 13,694.0 | $267K | 0.06% | -4K | -20.9% | $19.52 | +0.0% |
| 46 | BSCU | INVESCO EXCH TRD SLF IDX FD | — | 15,960.0 | $266K | 0.06% | -4K | -20.6% | $16.64 | -0.7% |
| 47 | BSCZ | INVESCO EXCH TRD SLF IDX FD | — | 12,977.0 | $266K | 0.06% | -3K | -20.3% | $20.47 | -1.9% |
| 48 | BSCS | INVESCO EXCH TRD SLF IDX FD | — | 13,039.0 | $266K | 0.06% | -4K | -22.1% | $20.36 | -0.2% |
| 49 | BSCT | INVESCO EXCH TRD SLF IDX FD | — | 14,286.0 | $265K | 0.06% | -4K | -19.9% | $18.57 | -0.3% |
| 50 | BSCW | INVESCO EXCH TRD SLF IDX FD | — | 12,934.0 | $265K | 0.06% | -3K | -20.6% | $20.51 | -1.2% |
| 51 | BSCV | INVESCO EXCH TRD SLF IDX FD | — | 16,131.0 | $264K | 0.06% | -4K | -19.9% | $16.39 | -0.9% |
| 52 | BSCX | INVESCO EXCH TRD SLF IDX FD | — | 12,530.0 | $264K | 0.06% | -3K | -19.6% | $21.05 | -1.3% |
| 53 | IYE | ISHARES TR | — | 4,583.0 | $259K | 0.06% | -595.0 | -11.5% | $56.59 | +16.7% |
| 54 | KO | COCA COLA CO | Consumer Defensive | 3,097.0 | $252K | 0.06% | -264.0 | -7.8% | $81.27 | +10.8% |
| 55 | MCD | MCDONALDS CORP | Consumer Cyclical | 833.0 | $225K | 0.05% | -193.0 | -18.8% | $270.42 | -1.3% |
| 56 | T | AT&T INC | Communication Services | 10,520.0 | $218K | 0.05% | -353.0 | -3.2% | $20.70 | +25.0% |
| 57 | TJX | TJX COS INC NEW | Consumer Cyclical | 1,416.0 | $215K | 0.05% | -98.0 | -6.5% | $151.50 | -9.7% |
| 58 | F | FORD MTR CO | Consumer Cyclical | 10,557.0 | $147K | 0.03% | -953.0 | -8.3% | $13.90 | +0.0% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
36.8%
Financial Services
29.3%
Industrials
7.5%
Healthcare
7.1%
Consumer Cyclical
6.5%
Consumer Defensive
5.1%
Communication Services
4.3%
Energy
1.9%
Utilities
1.4%