Portfolio (Quarterly)
Guide ↗
Legacy Wealth Partners, LLC
· CIK 0002066638| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | VEU | VANGUARD INTL EQUITY INDEX F | — | 9,094.0 | $669K | 0.17% | NEW | — | $73.56 | +11.7% |
| 82 | MUB | ISHARES TR | — | 6,207.0 | $665K | 0.17% | NEW | — | $107.11 | +0.4% |
| 83 | VTI | VANGUARD INDEX FDS | — | 1,976.0 | $663K | 0.17% | NEW | — | $335.35 | +8.3% |
| 84 | EET | PROSHARES TR | — | 7,758.0 | $626K | 0.16% | NEW | — | $80.63 | +38.4% |
| 85 | VOT | VANGUARD INDEX FDS | — | 2,163.0 | $604K | 0.16% | NEW | — | $279.14 | +7.6% |
| 86 | JNJ | JOHNSON & JOHNSON | Healthcare | 2,896.0 | $599K | 0.15% | NEW | — | $206.95 | +15.7% |
| 87 | EMHC | SPDR SERIES TRUST | — | 22,834.0 | $581K | 0.15% | NEW | — | $25.46 | -0.0% |
| 88 | TLH | ISHARES TR | — | 5,695.0 | $579K | 0.15% | NEW | — | $101.67 | -0.5% |
| 89 | — | JPMORGAN CHASE FINL CO LLC | — | 20,277.0 | $574K | 0.15% | NEW | — | $28.30 | — |
| 90 | ISCB | ISHARES TR | — | 8,618.0 | $560K | 0.14% | NEW | — | $65.01 | +14.1% |
| 91 | XOM | EXXON MOBIL CORP | Energy | 4,523.0 | $544K | 0.14% | NEW | — | $120.35 | +13.1% |
| 92 | — | MANAGED PORTFOLIO SERIES | — | 21,714.0 | $543K | 0.14% | NEW | — | $25.03 | — |
| 93 | IJH | ISHARES TR | — | 8,119.0 | $536K | 0.14% | NEW | — | $66.00 | +14.4% |
| 94 | — | J P MORGAN EXCHANGE TRADED F | — | 8,431.0 | $533K | 0.14% | NEW | — | $63.18 | — |
| 95 | QUAL | ISHARES TR | — | 2,614.0 | $519K | 0.13% | NEW | — | $198.62 | +7.1% |
| 96 | ABBV | ABBVIE INC | Healthcare | 2,262.0 | $517K | 0.13% | NEW | — | $228.49 | +2.2% |
| 97 | KORP | AMERICAN CENTY ETF TR | — | 10,909.0 | $515K | 0.13% | NEW | — | $47.25 | -0.7% |
| 98 | ESGU | ISHARES TR | — | 3,435.0 | $512K | 0.13% | NEW | — | $148.98 | +7.7% |
| 99 | SYY | SYSCO CORP | Consumer Defensive | 6,895.0 | $508K | 0.13% | NEW | — | $73.69 | +9.0% |
| 100 | EPD | ENTERPRISE PRODS PARTNERS L | Energy | 15,096.0 | $484K | 0.12% | NEW | — | $32.06 | +14.2% |
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
Financial Services
51.2%
Technology
26.7%
Healthcare
5.5%
Consumer Cyclical
5.0%
Communication Services
3.3%
Consumer Defensive
3.1%
Industrials
2.8%
Energy
2.0%
Utilities
0.4%