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Legacies Wealth LLC

Q4 2022 Holdings

Filed 2023-01-19 | 132 holdings | $60.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Ishares Russell 3000 ETF(IWV)ETF464287689$55.2K2500.1%
Merck & Co Inc COM(MRK)Stock58933Y105$55.5K5000.1%
Liberty Media Corp del COM A Siriusxm(LM03)Stock531229409$57.8K1,4710.1%
Graco Inc COM(GGG)Stock384109104$59.0K8770.1%
Illumina Inc COM(ILMN)Stock452327109$60.1K2970.1%
Liberty Broadband Corp COM SER C(LBRDK)Stock530307305$61.1K8010.1%
Technology Select Sector Spdr Fund(XLK)ETF81369Y803$62.2K5000.1%
Vertex Pharmaceuticals Inc COM(VRTX)Stock92532F100$64.1K2220.1%
Intel Corp COM(INTC)Stock458140100$66.3K2,5100.1%
Mettler Toledo International COM(MTD)Stock592688105$70.8K490.1%
CDW Corp COM(CDW)Stock12514G108$73.2K4100.1%
Idexx Labs Inc COM(IDXX)Stock45168D104$77.5K1900.1%
BlackRock Inc COM(BLKCHF)Stock09247X101$80.8K1140.1%
Medtronic PLC SHS(MDT)StockG5960L103$85.5K1,1000.1%
Bio-Techne Corp COM(TECH)Stock09073M104$85.9K1,0360.1%
Vanguard Health Care ETF(VHT)ETF92204A504$86.8K3500.1%
Astrazeneca PLC Sponsored ADR(AZN)ADR046353108$87.5K1,2900.1%
Packaging Corp Amer COM(PKG)Stock695156109$89.0K6960.1%
Copart Inc COM(CPRT)Stock217204106$91.6K1,5040.2%
Boeing Co COM(BA)Stock097023105$95.1K4990.2%
American Tower Corp New COM(AMT)REIT03027X100$95.3K4500.2%
Taiwan Semiconductor MFG LTD Sponsored ADS(TSM)ADR874039100$95.5K1,2820.2%
Bank America Corp COM(BAC)Stock060505104$101.2K3,0550.2%
Cisco SYS Inc COM(CSCO)Stock17275R102$102.6K2,1540.2%
NXP Semiconductors N V COM(NXPI)StockN6596X109$104.1K6590.2%
Idex Corp COM(IEX)Stock45167R104$108.0K4730.2%
Allstate Corp COM(ALL)Stock020002101$109.4K8070.2%
Sherwin Williams Co COM(SHW)Stock824348106$113.9K4800.2%
Liberty Media Corp del COM C Siriusxm(LSXMKUSD)Stock531229607$115.1K2,9420.2%
SBA Communications Corp New CL A(SBAC)REIT78410G104$116.3K4150.2%
Motorola Solutions Inc COM New(MSI)Stock620076307$117.5K4560.2%
Travelers Companies Inc COM(TRV)Stock89417E109$117.7K6280.2%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$118.0K3820.2%
Invesco QQQ Trust(QQQ)ETF46090E103$118.2K4440.2%
Booking Holdings Inc COM(BKNG)Stock09857L108$122.9K610.2%
Invesco S&P 500 Equal Weight ETF(RSP)ETF46137V357$127.1K9000.2%
Ansys Inc COM(AKX)Stock03662Q105$127.8K5290.2%
Ishares Core S&P 500 ETF(IVV)ETF464287200$129.5K3370.2%
Vanguard Total Stock Market ETF(VTI)ETF922908769$154.9K8100.3%
Marsh & Mclennan COS Inc COM(MRSH)Stock571748102$163.2K9860.3%
Spdr S&P 500 ETF Trust(SPY)ETF78462F103$167.1K4370.3%
Accenture PLC Ireland SHS Class A(ACN)StockG1151C101$175.6K6580.3%
PNC Finl Svcs Group Inc COM(PNC)Stock693475105$184.5K1,1680.3%
Ameriprise Finl Inc COM(AMP)Stock03076C106$187.8K6030.3%
Lowes COS Inc COM(LOW)Stock548661107$192.5K9660.3%
Fair Isaac Corp COM(FICO)Stock303250104$193.9K3240.3%
AON PLC SHS CL A(AON)StockG0403H108$197.8K6590.3%
Oreilly Automotive Inc COM(ORLY)Stock67103H107$199.2K2360.3%
Consumer Discretionary Select Sector Spdr Fund(XLY)ETF81369Y407$201.0K1,5560.3%
Amazon COM Inc COM(AMZN)Stock023135106$213.4K2,5400.4%
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