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

Legacy Wealth Managment, Llc/Id

  • $145 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BITO
Proshares Tr Bitcoin Strategy

ETFs
-214K
- 41.95%
$18.74 - $23.05 $4.02M - $4.94M
296K $5.83M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-201K
- 72.69%
$24.73 - $25.29 $4.98M - $5.09M
75.6K $1.9M
GLDX
Uscf ETF Tr Gold Strategy Plus
-108K
- 98.7%
$34.95 - $35.45 $3.77M - $3.83M
1.42K $50K
SVOL
Simplify ETF Simplify Volatili

ETFs
-55.3K
- 33.89%
$16.48 - $19.27 $911K - $1.07M
108K $1.94M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-8.09K
- 9.65%
$91.44 - $91.77 $740K - $743K
75.8K $6.95M
SSO
Proshares Ultra S&P 500

ETFs
-6.28K
- 36.22%
$97.48 - $112.71 $612K - $708K
11.1K $1.24M
QLD
Proshares Ultra Qqq

ETFs
-5.23K
- 32.24%
$115.66 - $138.31 $605K - $724K
11K $1.51M
TT
Trane Technologies PLC

Industrials
-521
- 82.96%
$398.96 - $472.54 $208K - $246K
107 $45K
JCPB
J P Morgan Exchange Traded Fd

ETFs
-4.06K
- 8.64%
$46.37 - $47.77 $188K - $194K
42.9K $2.04M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-897
- 26.49%
$100.37 - $100.74 $90K - $90.4K
2.49K $250K
BME
Black Rock Health Sciences Trust

Financial Services
-1.48K
- 97.04%
$35.17 - $37.31 $51.9K - $55.1K
45 $1K
VTI
Vanguard Total Stock Market Et

ETFs
-421
- 11.87%
$303.93 - $329.86 $128K - $139K
3.13K $1.03M
QPX
Advisorshares Tr Q Dynamic Gro

ETFs
-3K
- 15.67%
$38.62 - $42.96 $116K - $129K
16.2K $694K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-446
- 9.93%
$97.75 - $100.75 $43.6K - $44.9K
4.05K $405K
DSTL
ETF Ser Solution Distillate Us

ETFs
-911
- 16.85%
$54.44 - $58.24 $49.6K - $53.1K
4.5K $260K
VTV
Vanguard Value ETF

ETFs
-231
- 34.07%
$175.51 - $186.57 $40.5K - $43.1K
447 $83K
IWR
Ishares Russell Mid Cap ETF

ETFs
-284
- 69.27%
$92.26 - $97.51 $26.2K - $27.7K
126 $12K
NFLX
Netflix Inc

Communication Services
-18
- 78.26%
$1147.87 - $1297.18 $20.7K - $23.3K
5 $5K
HCA
Hca Healthcare, Inc.

Healthcare
-67
- 40.61%
$334.32 - $426.2 $22.4K - $28.6K
98 $41K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-51
- 26.29%
$435.72 - $463.74 $22.2K - $23.7K
143 $66K
VEA
Vanguard Ftse Developed Market

ETFs
-351
- 16.3%
$56.02 - $60.3 $19.7K - $21.2K
1.8K $107K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-286
- 81.71%
$50.53 - $50.82 $14.5K - $14.5K
64 $3K
JPIE
J P Morgan Exchange Traded Fd
-278
- 8.38%
$46.01 - $46.55 $12.8K - $12.9K
3.04K $140K
VUG
Vanguard Growth ETF

ETFs
-31
- 20.53%
$433.97 - $484.08 $13.5K - $15K
120 $57K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-123
- 10.2%
$76.16 - $78.59 $9.37K - $9.67K
1.08K $84K
CSCO
Cisco Systems, Inc.

Technology
-123
- 30.75%
$66.2 - $71.79 $8.14K - $8.83K
277 $18K
CRK
Comstock Resources Inc

Energy
-13
- 1.26%
$15.03 - $25.26 $195 - $328
1.02K $20K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-70
- 14.0%
$225.11 - $247.9 $15.8K - $17.4K
430 $106K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
-127
- 80.38%
$59.28 - $71.9 $7.53K - $9.13K
31 $2K
PR
Permian Resources Corporation

Energy
-8
- 0.09%
$12.8 - $14.51 $102 - $116
9.38K $120K
MHO
M/I Homes, Inc.

Consumer Cyclical
-61
- 84.72%
$111.91 - $157.22 $6.83K - $9.59K
11 $1K
OKE
Oneok Inc

Energy
-3
- 0.4%
$71.36 - $83.47 $214 - $250
742 $54K
AVUV
American Centy ETF Tr Avantis

ETFs
-73
- 43.45%
$90.37 - $102.12 $6.6K - $7.45K
95 $9K
DIS
Walt Disney CO

Communication Services
-15
- 3.5%
$112.25 - $124.0 $1.68K - $1.86K
413 $47K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-93
- 37.2%
$70.77 - $73.59 $6.58K - $6.84K
157 $11K
V
Visa Inc.

Financial Services
-4
- 1.55%
$332.09 - $358.86 $1.33K - $1.44K
254 $86K
VZ
Verizon Communications Inc

Communication Services
-120
- 14.18%
$40.84 - $45.06 $4.9K - $5.41K
726 $31K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-133
- 32.05%
$49.43 - $54.52 $6.57K - $7.25K
282 $15K
SNPS
Synopsys Inc

Technology
-9
- 23.08%
$387.78 - $645.35 $3.49K - $5.81K
30 $14K
VB
Vanguard Small Cap ETF

ETFs
-26
- 61.9%
$237.58 - $259.17 $6.18K - $6.74K
16 $4K
XLC
Select Sector Spdr Tr Communic

ETFs
-52
- 51.49%
$105.99 - $119.41 $5.51K - $6.21K
49 $5K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-105
- 92.92%
$42.67 - $46.91 $4.48K - $4.93K
8 $0
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-173
- 6.71%
$55.15 - $58.11 $9.54K - $10.1K
2.41K $138K
LUV
Southwest Airlines CO

Industrials
-100
- 45.66%
$29.06 - $37.7 $2.91K - $3.77K
119 $3K
TGT
Target Corp

Consumer Defensive
-22
- 15.49%
$86.56 - $107.43 $1.9K - $2.36K
120 $10K
DECK
Deckers Outdoor Corp

Consumer Cyclical
-45
- 78.95%
$95.32 - $123.91 $4.29K - $5.58K
12 $1K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-92
- 68.66%
$42.26 - $47.16 $3.89K - $4.34K
42 $1K
CRM
Salesforce, Inc.

Technology
-4
- 5.13%
$231.66 - $273.65 $927 - $1.09K
74 $17K
DVN
Devon Energy Corp

Energy
-298
- 14.36%
$31.75 - $36.99 $9.46K - $11K
1.78K $62K
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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