Portfolio (Quarterly)
Guide ↗
Legacy Wealth Advisors, LLC
· CIK 0002111463| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | NET | CLOUDFLARE INC | Technology | 879.0 | $216K | 0.09% | NEW | — | $245.28 | +13.7% |
| 142 | ZBRA | ZEBRA TECHNOLOGIES CORPORATI | Technology | 811.0 | $214K | 0.09% | NEW | — | $263.26 | +37.8% |
| 143 | BA | BOEING CO | Industrials | 975.0 | $211K | 0.09% | NEW | — | $216.47 | -1.9% |
| 144 | NEE | NEXTERA ENERGY INC | Utilities | 2,356.0 | $207K | 0.09% | NEW | — | $87.77 | -4.9% |
| 145 | QCOM | QUALCOMM INC | Technology | 1,099.0 | $203K | 0.09% | NEW | — | $184.79 | -8.7% |
| 146 | WDC | WESTERN DIGITAL CORP | Technology | 315.0 | $201K | 0.09% | NEW | — | $638.72 | -26.8% |
| 147 | HLN | HALEON PLC | Healthcare | 10,943.0 | $102K | 0.04% | NEW | — | $9.33 | +2.9% |
| 148 | LYG | LLOYDS BANKING GROUP PLC | Financial Services | 13,569.0 | $79K | 0.03% | NEW | — | $5.83 | +4.3% |
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
37.0%
Financial Services
27.4%
Consumer Cyclical
8.9%
Communication Services
8.3%
Healthcare
5.5%
Industrials
5.2%
Energy
3.3%
Consumer Defensive
2.7%
Utilities
1.1%
Real Estate
0.4%