Legacy Wealth Planning, LLC current holdings: USA Stocks
Legacy Wealth Planning, LLC reported $0.02 billion in share positions in stocks (listed in the US), 37 positions, in its Form 13F for the quarter ended 2022-09-30; the largest are AAPL, MSFT, CRL.
- AAPL: Country of operation United States; Class COM; Shares 26,702; Value $3,690,000.
- MSFT: Country of operation United States; Class COM; Shares 5,627; Value $1,311,000.
- CRL: Country of operation United States; Class COM; Shares 5,582; Value $1,099,000.
- BRKB: Country of operation —; Class CL B NEW; Shares 3,539; Value $945,000.
Form 13F-HR as filed (SEC CIK 1802490): quarter ended 2022-09-30, filed 2022-11-10. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2022-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| AAPL APPLE INC | United States | COM | 26,702 | $3,690,000 | 21.05% | 2022-09-30 | 2022-11-10 | |
| MSFT MICROSOFT CORP | United States | COM | 5,627 | $1,311,000 | 7.48% | 2022-09-30 | 2022-11-10 | +118.53% |
| CRL CHARLES RIV LABS INTL INC | United States | COM | 5,582 | $1,099,000 | 6.27% | 2022-09-30 | 2022-11-10 | +50.39% |
| BRKB BERKSHIRE HATHAWAY INC DEL | CL B NEW | 3,539 | $945,000 | 5.39% | 2022-09-30 | 2022-11-10 | ||
| GLD SPDR GOLD TR | United States | GOLD SHS | 5,237 | $810,000 | 4.62% | 2022-09-30 | 2022-11-10 | +147.55% |
| NOTVQ INOTIV INC | United States | COM | 41,350 | $697,000 | 3.98% | 2022-09-30 | 2022-11-10 | |
| BA BOEING CO | United States | COM | 4,860 | $588,000 | 3.36% | 2022-09-30 | 2022-11-10 | +55.00% |
| BAC BK OF AMERICA CORP | United States | COM | 15,026 | $454,000 | 2.59% | 2022-09-30 | 2022-11-10 | +81.99% |
| JNJ JOHNSON & JOHNSON | United States | COM | 2,731 | $446,000 | 2.54% | 2022-09-30 | 2022-11-10 | +63.79% |
| NVDA NVIDIA CORP | United States | COM | 3,670 | $446,000 | 2.54% | 2022-09-30 | 2022-11-10 | +1771.58% |
| LPLA LPL FINL HLDGS INC | United States | COM | 1,901 | $415,000 | 2.37% | 2022-09-30 | 2022-11-10 | +41.00% |
| DE DEERE & CO | United States | COM | 1,237 | $413,000 | 2.36% | 2022-09-30 | 2022-11-10 | +103.81% |
| V VISA INC | United States | COM CL A | 2,042 | $363,000 | 2.07% | 2022-09-30 | 2022-11-10 | +105.96% |
| MRK MERCK & CO INC | United States | COM | 4,073 | $351,000 | 2.00% | 2022-09-30 | 2022-11-10 | +73.34% |
| CMI CUMMINS INC | United States | COM | 1,700 | $346,000 | 1.97% | 2022-09-30 | 2022-11-10 | +156.19% |
| WMT WALMART INC | United States | COM | 2,566 | $333,000 | 1.90% | 2022-09-30 | 2022-11-10 | +147.03% |
| PG PROCTER & GAMBLE CO | United States | COM | 2,585 | $326,000 | 1.86% | 2022-09-30 | 2022-11-10 | +17.48% |
| VZ VERIZON COMMUNICATIONS INC | United States | COM | 8,597 | $326,000 | 1.86% | 2022-09-30 | 2022-11-10 | +21.10% |
| MELI MERCADOLIBRE INC | COM | 355 | $294,000 | 1.68% | 2022-09-30 | 2022-11-10 | +108.38% | |
| COST COSTCO WHSL CORP NEW | United States | COM | 581 | $274,000 | 1.56% | 2022-09-30 | 2022-11-10 | +95.78% |
| INTC INTEL CORP | United States | COM | 9,808 | $253,000 | 1.44% | 2022-09-30 | 2022-11-10 | +349.86% |
| KMI KINDER MORGAN INC DEL | United States | COM | 14,532 | $242,000 | 1.38% | 2022-09-30 | 2022-11-10 | +82.99% |
| JPM JPMORGAN CHASE & CO | United States | COM | 2,220 | $232,000 | 1.32% | 2022-09-30 | 2022-11-10 | +220.56% |
| AMZN AMAZON COM INC | United States | COM | 2,038 | $230,000 | 1.31% | 2022-09-30 | 2022-11-10 | +118.29% |
| T AT&T INC | United States | COM | 14,938 | $229,000 | 1.31% | 2022-09-30 | 2022-11-10 | +59.58% |
| ABT ABBOTT LABS | United States | COM | 2,318 | $224,000 | 1.28% | 2022-09-30 | 2022-11-10 | +4.33% |
| XOMXXXX EXXON MOBIL CORP | COM | 2,538 | $222,000 | 1.27% | 2022-09-30 | 2022-11-10 | ||
| GOOGL ALPHABET INC | United States | CAP STK CL A | 2,180 | $209,000 | 1.19% | 2022-09-30 | 2022-11-10 | +256.42% |
| NKE NIKE INC | United States | CL B | 2,510 | $209,000 | 1.19% | 2022-09-30 | 2022-11-10 | -56.88% |
| PFE PFIZER INC | United States | COM | 4,781 | $209,000 | 1.19% | 2022-09-30 | 2022-11-10 | -34.37% |
| ABBV ABBVIE INC | United States | COM | 1,532 | $206,000 | 1.18% | 2022-09-30 | 2022-11-10 | +96.18% |
| CSCO CISCO SYS INC | United States | COM | 5,114 | $205,000 | 1.17% | 2022-09-30 | 2022-11-10 | +167.35% |
| EQIX EQUINIX INC | United States | COM | 358 | $204,000 | 1.16% | 2022-09-30 | 2022-11-10 | +78.48% |
| GOOG ALPHABET INC | United States | CAP STK CL C | 2,090 | $201,000 | 1.15% | 2022-09-30 | 2022-11-10 | +250.83% |
| BFK BLACKROCK MUN INCOME TR | United States | SH BEN INT | 12,703 | $121,000 | 0.69% | 2022-09-30 | 2022-11-10 | |
| DDD 3-D SYS CORP DEL | United States | COM NEW | 10,000 | $80,000 | 0.46% | 2022-09-30 | 2022-11-10 | -55.89% |
| SOFI SOFI TECHNOLOGIES INC | United States | COM | 10,000 | $49,000 | 0.28% | 2022-09-30 | 2022-11-10 | +226.02% |
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