Legacy Wealth Managment, Llc/Id New Holdings in Q3 2025

Legacy Wealth Managment, Llc/Id

  • $145 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
81.4K
New
$49.98 - $52.24 $4.07M - $4.25M
81.4K $4.25M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
17K
New
$51.7 - $54.73 $879K - $930K
17K $930K
AOA
Ishares Tr Core Aggressive All

ETFs
4.59K
New
$82.71 - $88.14 $379K - $404K
4.59K $404K
QQQ
Invesco Qqq Trust, Series 1

ETFs
662
New
$546.99 - $602.2 $362K - $399K
662 $397K
IVE
Ishares S&P 500 Value ETF

ETFs
728
New
$194.44 - $206.51 $142K - $150K
728 $150K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.05K
New
$68.24 - $73.73 $71.7K - $77.4K
1.05K $77K
ITA
Ishares Tr

ETFs
278
New
$184.73 - $209.26 $51.4K - $58.2K
278 $58K
REAX
Real Brokerage Inc

Real Estate
11.9K
New
$3.84 - $5.38 $45.5K - $63.8K
11.9K $49K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
441
New
$78.96 - $80.04 $34.8K - $35.3K
441 $35K
FDN
First Tr Fd Dow Jones

ETFs
106
New
$264.06 - $287.34 $28K - $30.5K
106 $29K
DSL
Double Line Income Solutions Fund

Financial Services
2.16K
New
$11.99 - $12.67 $25.9K - $27.4K
2.16K $26K
QAI
Iq Hedge Multi Strategy Compos

ETFs
670
New
$32.26 - $33.68 $21.6K - $22.6K
670 $22K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
2.15K
New
$10.03 - $10.4 $21.6K - $22.4K
2.15K $21K
PCEF
Invesco Cef Income Composite E

ETFs
1.03K
New
$19.5 - $20.24 $20K - $20.8K
1.03K $20K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
65
New
$256.21 - $323.54 $16.7K - $21K
65 $20K
DFAI
Dimensional ETF Tr

ETFs
556
New
$34.05 - $36.55 $18.9K - $20.3K
556 $20K
TYA
Simplify Exchange Traded Fds S

ETFs
1.45K
New
N/A
1.45K $18K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
1.69K
New
$8.55 - $9.1 $14.4K - $15.4K
1.69K $15K
RWL
Invesco Exchange Traded Fd Tr

ETFs
135
New
$102.17 - $110.66 $13.8K - $14.9K
135 $14K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
301
New
$46.51 - $50.07 $14K - $15.1K
301 $14K
AGZ
Ishares Agency Bond ETF

ETFs
100
New
$108.74 - $110.41 $10.9K - $11K
100 $11K
DFAE
Dimensional ETF Tr

ETFs
319
New
$28.84 - $31.84 $9.2K - $10.2K
319 $10K
JOBY
Joby Aviation, Inc.

Industrials
600
New
$9.81 - $20.39 $5.89K - $12.2K
600 $9K
SIVR
Abrdn Silver ETF Trust

ETFs
200
New
$34.34 - $44.62 $6.87K - $8.92K
200 $8K
AEP
American Electric Power CO Inc

Utilities
77
New
$103.26 - $115.0 $7.95K - $8.86K
77 $8K
BFH
Bread Financial Holdings, Inc.

Financial Services
151
New
$55.77 - $66.98 $8.42K - $10.1K
151 $8K
UPS
United Parcel Service Inc

Industrials
88
New
$82.58 - $105.54 $7.27K - $9.29K
88 $7K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
59
New
$122.57 - $132.57 $7.23K - $7.82K
59 $7K
IWN
Ishares Russell2000 Val ETF

ETFs
43
New
$157.1 - $178.94 $6.76K - $7.69K
43 $7K
TIP
Ishares Tr Tips Bd ETF

ETFs
63
New
$109.11 - $111.88 $6.87K - $7.05K
63 $7K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
542
New
$12.9 - $13.59 $6.99K - $7.37K
542 $7K
EMQQ
Emqq Emerging Markets Internet

ETFs
144
New
$40.28 - $46.86 $5.8K - $6.75K
144 $6K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
91
New
$54.35 - $59.32 $4.95K - $5.4K
91 $5K
SOUN
Soundhound Ai, Inc.

Technology
336
New
$10.11 - $18.05 $3.4K - $6.06K
336 $5K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
721
New
$4.73 - $8.22 $3.41K - $5.93K
721 $4K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
700
New
$6.12 - $7.9 $4.28K - $5.53K
700 $4K
IBB
Ishares Biotechnology ETF

ETFs
17
New
$127.63 - $144.37 $2.17K - $2.45K
17 $2K
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
98
New
$10.78 - $11.84 $1.06K - $1.16K
98 $1K
BLOK
Amplify ETF Tr Trnsformational

ETFs
24
New
$56.05 - $67.13 $1.35K - $1.61K
24 $1K
NEM
Newmont Corp

Basic Materials
15
New
$57.35 - $85.25 $860 - $1.28K
15 $1K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
30
New
$48.5 - $50.19 $1.46K - $1.51K
30 $1K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
12
New
$68.94 - $86.3 $827 - $1.04K
12 $1K
VT
Vanguard Total World Stk Index

ETFs
9
New
$128.41 - $138.03 $1.16K - $1.24K
9 $1K
MUB
Ishares National Muni Bond ETF

ETFs
12
New
$103.24 - $106.68 $1.24K - $1.28K
12 $1K
PSA
Public Storage

Real Estate
4
New
$271.94 - $298.09 $1.09K - $1.19K
4 $1K
NNN
National Retail Properties, Inc.

Real Estate
40
New
$40.68 - $44.1 $1.63K - $1.76K
40 $1K
IHS
Ihs Holding LTD

Communication Services
274
New
$5.8 - $7.61 $1.59K - $2.09K
274 $1K
OPEN
Opendoor Technologies Inc.

Real Estate
200
New
$0.56 - $10.52 $112 - $2.1K
200 $1K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
97
New
$10.62 - $11.43 $1.03K - $1.11K
97 $1K
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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