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Legacies Wealth LLC

Q4 2019 Holdings

Filed 2020-02-07 | 179 holdings | $729.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Travelers Companies Inc COM(TRV)Stock89417E109$866280.0%
Astrazeneca PLC Sponsored ADR(AZN)ADR046353108$861,7220.0%
Ingersoll-Rand PLC SHS(IR)StockG47791101$876570.0%
Markel Corp COM(MKL)Stock570535104$90790.0%
Allstate Corp COM(ALL)Stock020002101$918070.0%
Liberty Broadband Corp COM SER C(LBRDK)Stock530307305$927350.0%
Sherwin Williams Co COM(SHW)Stock824348106$931600.0%
Illumina Inc COM(ILMN)Stock452327109$992970.0%
Ameriprise Finl Inc COM(AMP)Stock03076C106$1006030.0%
SBA Communications Corp New CL A(SBAC)REIT78410G104$1004150.0%
Chubb Limited COM(CB)StockH1467J104$1036630.0%
O Reilly Automotive Inc New COM(ORLY)Stock67103H107$1032360.0%
American Tower Corp New COM(AMT)REIT03027X100$1034500.0%
Invesco S&P 500 Equal Weight ETF(RSP)ETF46137V357$1049000.0%
Intel Corp COM(INTC)Stock458140100$1081,8100.0%
CDW Corp COM(CDW)Stock12514G108$1087560.0%
Honeywell Intl Inc COM(HON)Stock438516106$1096150.0%
Marsh & Mclennan COS Inc COM(MRSH)Stock571748102$1109860.0%
V F Corp COM(VFC)Stock918204108$1131,1290.0%
Lowes COS Inc COM(LOW)Stock548661107$1169660.0%
Booking Hldgs Inc COM(BKNG)Stock09857L108$125610.0%
Bank Amer Corp COM(BAC)Stock060505104$1253,5560.0%
Medtronic PLC SHS(MDT)StockG5960L103$1251,1000.0%
Ansys Inc COM(AKX)Stock03662Q105$1365290.0%
AON PLC SHS CL A(AON)StockG0408V102$1376590.0%
Accenture PLC Ireland SHS Class A(ACN)StockG1151C101$1396580.0%
BlackRock Inc COM(BLKCHF)Stock09247X101$1402790.0%
Liberty Media Corp Delaware COM C Siriusxm(LSXMKUSD)Stock531229607$1422,9420.0%
Fair Isaac Corp COM(FICO)Stock303250104$1433810.0%
Fidelity Natl Information Svcs COM(FIS)Stock31620M106$1451,0390.0%
Unitedhealth Group Inc COM(UNH)Stock91324P102$1685710.0%
PNC Finl Svcs Group Inc COM(PNC)Stock693475105$1861,1680.0%
Utilities Select Sector Spdr Fund(XLU)ETF81369Y886$1862,8710.0%
Danaher Corporation COM(DHR)Stock235851102$1901,2400.0%
Northrop Grumman Corp COM(NOC)Stock666807102$1995790.0%
Nextera Energy Inc COM(NEE)Stock65339F101$2048440.0%
Johnson & Johnson COM(JNJ)Stock478160104$2101,4400.0%
Ishares Russell 1000 Growth ETF(IWF)ETF464287614$2331,3270.0%
Amazon COM Inc COM(AMZN)Stock023135106$2351270.0%
Ishares Core S&P 500 ETF(IVV)ETF464287200$2407410.0%
Starbucks Corp COM(SBUX)Stock855244109$2492,8310.0%
Industrial Select Sector Spdr Fund(XLI)ETF81369Y704$2633,2290.0%
Ishares Russell Mid-Cap Value ETF(IWS)ETF464287473$2682,8260.0%
Wells Fargo Co New COM(WFC)Stock949746101$2715,0350.0%
Lockheed Martin Corp COM(LMT)Stock539830109$2737010.0%
Salesforce COM Inc COM(CRM)Stock79466L302$2861,7600.0%
Ishares S&P Small-Cap 600 Value ETF(IJS)ETF464287879$3081,9150.0%
Ishares S&P Small-Cap 600 Growth ETF(IJT)ETF464287887$3221,6650.0%
Ishares Russell Mid-Cap Growth ETF(IWP)ETF464287481$3232,1160.0%
Consumer Staples Select Sector Spdr Fund(XLP)ETF81369Y308$3705,8820.1%
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