Portfolio (Quarterly)
Guide ↗
Legacy Wealth Partners, LLC
· CIK 0002066638| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 181 | MCD | MCDONALDS CORP | Consumer Cyclical | 833.0 | $225K | 0.05% | -193.0 | -18.8% | $270.42 | -0.9% |
| 182 | USB | US BANCORP | Financial Services | 3,723.0 | $225K | 0.05% | NEW | — | $60.40 | +3.3% |
| 183 | T | AT&T INC | Communication Services | 10,520.0 | $218K | 0.05% | -353.0 | -3.2% | $20.70 | +24.5% |
| 184 | BAC | BANK OF AMER CORP | Financial Services | 3,807.0 | $217K | 0.05% | NEW | — | $56.98 | +9.6% |
| 185 | TJX | TJX COS INC NEW | Consumer Cyclical | 1,416.0 | $215K | 0.05% | -98.0 | -6.5% | $151.50 | -7.9% |
| 186 | IWB | ISHARES TR | — | 522.0 | $214K | 0.05% | NEW | — | $409.53 | +2.5% |
| 187 | TSLA | TESLA INC | Consumer Cyclical | 508.0 | $214K | 0.05% | NEW | — | $420.60 | -16.7% |
| 188 | AMLP | ALPS ETF TR | — | 4,032.0 | $209K | 0.05% | NEW | — | $51.85 | +5.3% |
| 189 | F | FORD MTR CO | Consumer Cyclical | 10,557.0 | $147K | 0.03% | -953.0 | -8.3% | $13.90 | +0.4% |
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%