Legacy Wealth Managment, Llc/Id Reduced Holdings in Q1 2025

Legacy Wealth Managment, Llc/Id

  • $122 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JCPB
J P Morgan Exchange Traded Fd

ETFs
-65.5K
- 95.98%
$45.56 - $47.23 $2.98M - $3.09M
2.75K $129K
SVOL
Simplify ETF Simplify Volatili

ETFs
-102K
- 30.37%
$17.92 - $21.7 $1.82M - $2.2M
233K $4.23M
BITO
Proshares Tr Bitcoin Strategy

ETFs
-1.83K
- 0.36%
$17.57 - $25.81 $32.1K - $47.2K
511K $9.36M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-45.3K
- 95.38%
$50.48 - $51.04 $2.29M - $2.31M
2.2K $111K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-41.1K
- 61.96%
$50.03 - $50.27 $2.06M - $2.07M
25.2K $1.26M
JPIE
J P Morgan Exchange Traded Fd
-36K
- 47.96%
$45.46 - $46.18 $1.64M - $1.66M
39.1K $1.8M
GBIL
Goldman Sachs Access Treasury

ETFs
-13.8K
- 28.63%
$99.85 - $100.19 $1.38M - $1.39M
34.5K $3.45M
ECC
Eagle Point Credit CO Inc.

Financial Services
-38.6K
- 4.55%
$7.7 - $9.14 $297K - $353K
809K $6.56M
FSK
Fs Kkr Capital Corp

Financial Services
-26.1K
- 15.0%
$20.47 - $24.06 $533K - $627K
148K $3.09M
DSTL
ETF Ser Solution Distillate Us

ETFs
-11.1K
- 68.75%
$53.28 - $57.28 $589K - $633K
5.02K $272K
FTSL
First Trust Senior Ln Fund

ETFs
-8.89K
- 17.53%
$45.65 - $46.48 $406K - $413K
41.8K $1.91M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
-6.92K
- 18.67%
$47.03 - $47.8 $325K - $331K
30.1K $1.42M
QPX
Advisorshares Tr Q Dynamic Gro

ETFs
-7.09K
- 35.05%
$33.83 - $37.29 $240K - $264K
13.1K $451K
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
-6.57K
- 7.36%
$3.77 - $6.08 $24.8K - $39.9K
82.7K $316K
SHV
Ishares Tr

ETFs
-2.02K
- 18.59%
$110.11 - $110.51 $222K - $223K
8.83K $975K
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
-8.68K
- 22.75%
$20.11 - $21.21 $175K - $184K
29.5K $623K
GLDX
Uscf ETF Tr Gold Strategy Plus
-3.72K
- 4.76%
N/A
74.5K $2.21M
AAPL
Apple Inc.

Technology
-54
- 1.58%
$209.68 - $247.1 $11.3K - $13.3K
3.35K $744K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-1.65K
- 23.49%
$59.78 - $60.03 $98.5K - $98.9K
5.37K $321K
CRGY
Crescent Energy CO

Energy
-1.91K
- 12.35%
$10.3 - $16.74 $19.7K - $32K
13.6K $152K
MSFT
Microsoft Corp

Technology
-19
- 1.67%
$375.39 - $447.2 $7.13K - $8.5K
1.12K $419K
FLNG
Flex Lng Ltd.

Energy
-2.3K
- 19.8%
$21.46 - $26.35 $49.4K - $60.6K
9.32K $214K
GOOG
Alphabet Inc.

Communication Services
-67
- 6.89%
$156.06 - $207.71 $10.5K - $13.9K
906 $141K
GOOGL
Alphabet Inc.

Communication Services
-40
- 4.08%
$154.33 - $206.19 $6.17K - $8.25K
940 $145K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-18
- 2.31%
$307.43 - $357.48 $5.53K - $6.43K
762 $235K
NXPI
Nxp Semiconductors N.V.

Technology
-130
- 39.88%
$189.99 - $245.86 $24.7K - $32K
196 $37K
PR
Permian Resources Corporation

Energy
-1.69K
- 15.34%
$12.33 - $16.0 $20.8K - $27K
9.3K $128K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-141
- 7.21%
$62.43 - $84.12 $8.8K - $11.9K
1.81K $118K
XSMO
Invesco S&P Smallcap Momentum

ETFs
-326
- 19.96%
$59.97 - $70.03 $19.6K - $22.8K
1.31K $82K
LMT
Lockheed Martin Corp

Industrials
-50
- 62.5%
$423.19 - $506.29 $21.2K - $25.3K
30 $13K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-482
- 47.96%
$50.72 - $50.92 $24.4K - $24.5K
523 $26K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-349
- 21.32%
$73.78 - $76.59 $25.7K - $26.7K
1.29K $98K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-103
- 69.13%
$192.82 - $222.1 $19.9K - $22.9K
46 $8K
KRP
Kimbell Royalty Partners, LP

Energy
-860
- 18.44%
$13.35 - $16.45 $11.5K - $14.1K
3.8K $53K
APA
Apa Corp

Energy
-520
- 11.73%
$18.54 - $25.45 $9.64K - $13.2K
3.91K $82K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-31
- 24.6%
$507.05 - $563.67 $15.7K - $17.5K
95 $48K
OKE
Oneok Inc

Energy
-179
- 18.14%
$89.57 - $109.85 $16K - $19.7K
808 $80K
LEN
Lennar Corp

Consumer Cyclical
-114
- 48.51%
$113.93 - $141.54 $13K - $16.1K
121 $13K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
-298
- 78.84%
$61.91 - $66.79 $18.4K - $19.9K
80 $4K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-307
- 19.96%
$56.17 - $59.71 $17.2K - $18.3K
1.23K $70K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-163
- 20.3%
$91.76 - $103.26 $15K - $16.8K
640 $59K
CION
Cion Investment Corp

Financial Services
-775
- 9.13%
$10.35 - $12.55 $8.02K - $9.73K
7.71K $79K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-200
- 78.74%
$67.03 - $74.61 $13.4K - $14.9K
54 $3K
CTRA
Coterra Energy Inc.

Energy
-939
- 25.83%
$25.51 - $29.83 $24K - $28K
2.7K $77K
CIVI
Civitas Resources, Inc.

Energy
-16
- 1.32%
$32.05 - $54.79 $513 - $877
1.2K $41K
ORCL
Oracle Corp

Technology
-1
- 0.2%
$139.81 - $186.47 $140 - $186
493 $68K
XLE
Energy Sector Spdr

ETFs
-158
- 70.22%
$85.7 - $93.96 $13.5K - $14.8K
67 $6K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-73
- 78.49%
$169.43 - $182.84 $12.4K - $13.3K
20 $3K
FANG
Diamondback Energy, Inc.

Energy
-72
- 57.6%
$139.9 - $180.18 $10.1K - $13K
53 $8K
Activity Summary
Buys All Purchases 217 New Holdings 106 Increased Positions 111 Sells All Sells 108 Reductions 108 Sold out 0 Options Calls 4 Puts 1
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