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Institutional Investment Manager
Legacy Wealth Management, Inc
Legacy Wealth Management, Inc (CIK: 0001488921) incorporated in Tennessee, located at 1715 Aaron Brenner Drive, Suite 301, Memphis, TN. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q4)
Original 13F HR (0001085146-17-000275) filed in 2017.02.06
#
Name
Shares
Value ($)
%
Options
Notes
1 APPLE INC 4 468 0.00%
2 VANGUARD INTL EQUITY INDEX F 19 688 0.00%
3 LOCKHEED MARTIN CORP 3 750 0.00%
4 ILG INC 60 1,098 0.00%
5 CHARTER COMMUNICATIONS INC N 4 1,152 0.00%
6 PPL CORPORATION COM 34 1,158 0.00%
7 ISHARES TR 8 1,518 0.00%
8 CONCHO RESOURCES 14 1,856 0.00%
9 EATON VANCE ENHANCED EQ INC 150 1,860 0.00%
10 SPDR MSCI ACWI ETF 34 2,257 0.00%
11 LAMB WESTON HLDGS INC 62 2,347 0.00%
12 CORESITE RLTY CORP 35 2,778 0.00%
13 HUDSON PAC PPTYS INC COM 86 2,991 0.00%
14 FIRSTCASH INC 78 3,666 0.00%
15 BARD C R INC 17 3,819 0.00%
16 AMERICAN ELEC PWR INC 63 3,966 0.00%
17 SERVICENOW INC 57 4,237 0.00%
18 CBS CORP NEW 68 4,326 0.00%
19 GENERAL DYNAMICS CORP 29 5,007 0.00%
20 PEPSICO INC 48 5,022 0.00%
21 LIFE STORAGE INC 60 5,116 0.00%
22 DISNEY WALT CO 50 5,249 0.00%
23 ISHARES TR 93 5,363 0.00%
24 ROSS STORES INC 91 5,970 0.00%
25 MERCK & CO INC 102 5,978 0.00%
26 QTS Realty Trust Inc 123 6,107 0.00%
27 EXTRA SPACE STORAGE INC 86 6,643 0.00%
28 ISHARES GOLD TRUST 600 6,648 0.00%
29 CUBESMART 258 6,907 0.00%
30 AMERICAN HOMES 4 RENT CL A 330 6,923 0.00%
31 NEXTERA ENERGY INC 58 6,929 0.00%
32 PG&E CORP 116 7,049 0.00%
33 AMERICAN ASSETS TR INC COM 166 7,151 0.00%
34 DOMINION ENERGY INC 96 7,353 0.00%
35 DTE ENERGY CO 75 7,388 0.00%
36 CANTEL MEDICAL CORP 95 7,481 0.00%
37 PORTLAND GEN ELEC CO 193 8,363 0.00%
38 EDISON INTL 154 11,086 0.00%
39 AMERICAN WTR WKS CO INC NEW 155 11,216 0.00%
40 GREAT PLAINS ENERGY INC 472 12,909 0.00%
41 SPDR DOW JONES INDL AVRG ETF 81 15,998 0.00%
42 HIGHWOODS PPTYS INC 327 16,680 0.00%
43 WISDOMTREE TR 642 16,917 0.00%
44 ISHARES TR 194 17,183 0.00%
45 Guggenheim BulletShares 2017 H 667 17,222 0.00%
46 CLAYMORE EXCHANGE TRD FD TR 705 17,752 0.00%
47 VANGUARD INDEX FDS 180 18,456 0.00%
48 NUVEEN QUALITY MUNCP INCOME 1,505 21,010 0.01%
49 ISHARES TR 262 31,162 0.01%
50 ISHARES TR 251 33,378 0.01%
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