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Home > Institutional Investor > Legacy Wealth Partners, Inc. > Profile

Instuitional Investor - Legacy Wealth Partners, Inc.

Fund Profile
Filing Period:
Fund Name: Legacy Wealth Partners, Inc.
Portfolio Value $179,961,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 52,645 $18,659,000 10.36%
2.
Spdr S & P 500 Etf Trust
 SPY 39,361 $16,849,000 9.36%
3.
Ishares Trust
 IEF 148,206 $16,744,000 9.3%
4.
Ishares Trust
 IEF 20,141 $8,659,000 4.81%
5.
Columbia Etf Tr I
 340,376 $7,335,000 4.07%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)