Chief Operations Officer

0001725243-20-000007.txt : 20200805 0001725243-20-000007.hdr.sgml : 20200805 20200805150237 ACCESSION NUMBER: 0001725243-20-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200805 DATE AS OF CHANGE: 20200805 EFFECTIVENESS DATE: 20200805 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Legacy Wealth Partners, Inc. CENTRAL INDEX KEY: 0001725243 IRS NUMBER: 954794320 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19791 FILM NUMBER: 201076875 BUSINESS ADDRESS: STREET 1: 4500 PARK GRANADA. SUITE 201 CITY: CALABASAS STATE: CA ZIP: 91302 BUSINESS PHONE: 8189957733 MAIL ADDRESS: STREET 1: 4500 PARK GRANADA. SUITE 201 CITY: CALABASAS STATE: CA ZIP: 91302 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001725243 XXXXXXXX 06-30-2020 06-30-2020 Legacy Wealth Partners, Inc.

4500 PARK GRANADA. SUITE 201 CALABASAS CA 91302

13F HOLDINGS REPORT 028-19791 N David Tracy Chief Operations Officer 818-995-7733 David Tracy Calabasas CA 08-05-2020 0 96 132343 false INFORMATION TABLE 2 legacywealthpartners13f.xml ETF MANAGERS TR PRIME CYBR SCRTY 26924G201 243 5464 SH SOLE 0 0 0 5464 DANAHER CORPORATION COM 235851102 614 3474 SH SOLE 0 0 0 3474 MICRON TECHNOLOGY INC COM 595112103 639 12401 SH SOLE 0 0 0 12401 SPDR SER TR BLOMBERG BRC INV 78468R200 208 6820 SH SOLE 0 0 0 6820 GUGGENHEIM ENHANCED EQUITY I COM 40167B100 225 41518 SH SOLE 0 0 0 41518 SPDR SER TR PORTFLI TIPS ETF 78464A656 436 14474 SH SOLE 0 0 0 14474 SPDR S&P 500 ETF TR TR UNIT 78462F103 9027 29273 SH SOLE 0 0 0 29273 ETF SER SOLUTIONS LONCAR CANCER 26922A826 268 9889 SH SOLE 0 0 0 9889 SELECT SECTOR SPDR TR ENERGY 81369Y506 1117 29512 SH SOLE 0 0 0 29512 MGM RESORTS INTERNATIONAL COM 552953101 400 23805 SH SOLE 0 0 0 23805 FS KKR CAP CORP II COM 35952V303 282 21861 SH SOLE 0 0 0 21861 JOHN HANCOCK EXCHANGE TRADED MULTIFACTOR MI 47804J206 643 18311 SH SOLE 0 0 0 18311 BORGWARNER INC COM 099724106 528 14945 SH SOLE 0 0 0 14945 COLUMBIA ETF TR I DIVERSIFID FXD 19761L508 4194 198577 SH SOLE 0 0 0 198577 AMAZON COM INC COM 023135106 1379 500 SH SOLE 0 0 0 500 SPDR SER TR BLOOMBERG BRCLYS 78468R622 1244 12301 SH SOLE 0 0 0 12301 QUALCOMM INC COM 747525103 606 6642 SH SOLE 0 0 0 6642 MERCK & CO. 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