Legacy Wealth Managment, Llc/Id Incresed Positions in Q3 2025

Legacy Wealth Managment, Llc/Id

  • $145 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NEOV
Neo Volta Inc.

Industrials
932K
+ 20.41%
$3.25 - $5.71 $3.03M - $5.32M
5.5M $24.5M
ORCL
Oracle Corp

Technology
22.7K
+ 4601.01%
$218.96 - $328.33 $4.97M - $7.45M
23.2K $6.52M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
112K
+ 163.6%
$31.79 - $33.42 $3.55M - $3.74M
180K $6.02M
CION
Cion Investment Corp

Financial Services
353K
+ 4580.88%
$9.48 - $10.86 $3.35M - $3.84M
361K $3.42M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
52.8K
+ 540.03%
$59.81 - $60.11 $3.16M - $3.17M
62.6K $3.75M
ECC
Eagle Point Credit CO Inc.

Financial Services
345K
+ 67.99%
$6.23 - $7.8 $2.15M - $2.69M
854K $5.64M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
19.7K
+ 6552.0%
$50.79 - $76.4 $998K - $1.5M
20K $1.52M
QJUN
First Tr ETF
40.6K
+ 1576.11%
$29.51 - $31.11 $1.2M - $1.26M
43.1K $1.34M
GLD
Spdr Gold Trust

ETFs
3.3K
+ 1734.21%
$300.96 - $355.47 $992K - $1.17M
3.49K $1.24M
GBIL
Goldman Sachs Access Treasury

ETFs
7.96K
+ 34.83%
$99.82 - $100.23 $795K - $798K
30.8K $3.09M
RAVI
Flexshares Tr Ready Access Var

ETFs
8.01K
+ 596.43%
$75.24 - $75.63 $603K - $606K
9.35K $707K
SHV
Ishares Tr

ETFs
4.35K
+ 49.07%
$110.06 - $110.49 $479K - $481K
13.2K $1.46M
PULS
Pgim ETF Tr

ETFs
8.09K
+ 911.04%
$49.58 - $49.83 $401K - $403K
8.98K $447K
IEF
Ishares Barclays

ETFs
3.73K
+ 25.92%
$93.91 - $97.26 $350K - $363K
18.1K $1.75M
RDVY
First Trust Rising Dividend Ac

ETFs
3.99K
+ 18.37%
$62.38 - $67.29 $249K - $268K
25.7K $1.73M
IVV
Ishares Core S&P 500 ETF

ETFs
404
+ 22.14%
$620.67 - $670.08 $251K - $271K
2.23K $1.49M
ICSH
Blackrock Ultra Short Term Bon

ETFs
6.28K
+ 6.35%
$50.52 - $50.75 $317K - $319K
105K $5.34M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2.61K
+ 17.41%
$84.28 - $89.46 $220K - $233K
17.6K $1.57M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
5.44K
+ 5.11%
$26.52 - $27.64 $144K - $150K
112K $3.09M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
3.19K
+ 4.46%
$33.07 - $34.84 $105K - $111K
74.6K $2.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
364
+ 129.54%
$459.11 - $506.91 $167K - $185K
645 $324K
NVDA
Nvidia Corp

Technology
187
+ 3.56%
$153.3 - $186.58 $28.7K - $34.9K
5.44K $1.01M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
747
+ 13.75%
$82.22 - $96.68 $61.4K - $72.2K
6.18K $597K
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
3.19K
+ 10.75%
$47.36 - $47.65 $151K - $152K
32.8K $1.56M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
505
+ 13.48%
$138.08 - $151.2 $69.7K - $76.4K
4.25K $642K
BUFT
Ft Exch Trd Fd Viii Cboe Vest

ETFs
2.86K
+ 3.57%
$23.57 - $24.16 $67.3K - $69K
82.9K $2M
GOOGL
Alphabet Inc.

Communication Services
228
+ 25.79%
$174.36 - $254.72 $39.8K - $58.1K
1.11K $270K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.39K
+ 190.4%
$72.65 - $78.68 $101K - $109K
2.12K $165K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
2.12K
+ 9.08%
$50.08 - $50.37 $106K - $107K
25.4K $1.28M
FTHI
First Trust Exchange Traded Fd

ETFs
2.76K
+ 9.64%
$22.76 - $23.92 $62.9K - $66.1K
31.4K $744K
UNH
Unitedhealth Group Inc

Healthcare
213
+ 41.93%
$237.77 - $353.61 $50.6K - $75.3K
721 $248K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.13K
+ 13.78%
$70.85 - $76.96 $80.1K - $87K
9.33K $709K
MGV
Vanguard Mega Cap Value

ETFs
433
+ 12.85%
$129.46 - $137.85 $56.1K - $59.7K
3.8K $523K
AMZN
Amazon Com Inc

Consumer Cyclical
327
+ 7.94%
$211.65 - $238.24 $69.2K - $77.9K
4.45K $976K
FTSL
First Trust Senior Ln Fund

ETFs
1.61K
+ 4.48%
$45.81 - $46.18 $73.6K - $74.2K
37.5K $1.72M
BALT
Innovator Etfs Tr
1.94K
+ 77.91%
$32.11 - $32.82 $62.2K - $63.5K
4.42K $145K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
878
+ 7.3%
$48.72 - $50.73 $42.8K - $44.5K
12.9K $636K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
466
+ 10.08%
$62.09 - $66.51 $28.9K - $31K
5.09K $331K
MU
Micron Technology Inc

Technology
238
+ 208.77%
$104.88 - $168.89 $25K - $40.2K
352 $58K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
361
+ 16.96%
$82.96 - $95.7 $29.9K - $34.5K
2.49K $223K
FLNG
Flex Lng Ltd.

Energy
635
+ 7.5%
$21.89 - $27.41 $13.9K - $17.4K
9.11K $229K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
415
+ 226.78%
$87.69 - $96.0 $36.4K - $39.8K
598 $56K
CGGR
Capital Group Growth ETF Shs C

ETFs
864
+ 6171.43%
$40.2 - $44.58 $34.7K - $38.5K
878 $38K
SOFI
So Fi Technologies, Inc.

Financial Services
378
+ 11.37%
$17.64 - $29.81 $6.67K - $11.3K
3.7K $97K
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
1.64K
+ 6.05%
$20.0 - $20.97 $32.8K - $34.4K
28.7K $595K
AVGO
Broadcom Inc.

Technology
24
+ 4.71%
$264.74 - $369.57 $6.35K - $8.87K
534 $176K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
48
+ 11.4%
$224.68 - $282.71 $10.8K - $13.6K
469 $130K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.48K
+ 662.5%
$22.64 - $23.22 $33.6K - $34.5K
1.71K $39K
MPWR
Monolithic Power Systems Inc

Technology
36
+ 600.0%
$711.24 - $922.81 $25.6K - $33.2K
42 $38K
Activity Summary
Buys All Purchases 247 New Holdings 98 Increased Positions 149 Sells All Sells 128 Reductions 128 Sold out 0 Options Calls 2 Puts 0
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