Legacy Wealth Managment, Llc/Id Portfolio Holdings

Legacy Wealth Managment, Llc/Id

  • $142 Million
  • Q3 2024

Legacy Wealth Managment, Llc/Id has filed its 13F form on November 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $142 Million distributed in 743 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $12.1M, Proshares Tr Bitcoin Strategy with a value of $11.3M, Goldman Sachs Access Treasury with a value of $10.9M, Neo Volta Inc. with a value of $10.8M, and Simplify ETF Simplify Volatili with a value of $10.6M.

Examining the 13F form we can see an increase of $142M in the current position value.

Legacy Wealth Managment, Llc/Id is based out at Boise, ID

Below you can find more details about Legacy Wealth Managment, Llc/Id portfolio as well as his latest detailed transactions.

Portfolio value $142 Million
ETFs: $94.8 Million
Industrials: $11.4 Million
Energy: $9.69 Million
Financial Services: $9 Million
Technology: $4.19 Million
Consumer Cyclical: $1.68 Million
Real Estate: $1.05 Million
Communication Services: $707,000
Other: $1.59 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$28.5B
$21,000 0.01% of portfolio
122
Q3 2024 New
$44.2B
$12,000 0.01% of portfolio
71
Q3 2024 New
$20.3B
$14,000 0.01% of portfolio
211
Q3 2024 New
$13.3B
$11,000 0.01% of portfolio
1,500
Q3 2024 New
$23.5B
$21,000 0.01% of portfolio
113
Q3 2024 New
$81B
$8,000 0.01% of portfolio
24
Q3 2024 New
$14.6B
$21,000 0.01% of portfolio
370
Q3 2024 New
$35B
$18,000 0.01% of portfolio
523
Q3 2024 New
$44.6B
$18,000 0.01% of portfolio
321
Q3 2024 New
$48.1B
$12,000 0.01% of portfolio
93
Q3 2024 New
$17.1B
$1,000 0.0% of portfolio
6
Q3 2024 New
$38.8B
$0 0.0% of portfolio
2
Q3 2024 New
$42.9B
$3,000 0.0% of portfolio
241
Q3 2024 New
$17.2B
$4,000 0.0% of portfolio
44
Q3 2024 New
$27B
$7,000 0.0% of portfolio
120
Q3 2024 New
$19.7B
$5,000 0.0% of portfolio
100
Q3 2024 New
$14.9B
$2,000 0.0% of portfolio
26
Q3 2024 New
$26.4B
$1,000 0.0% of portfolio
12
Q3 2024 New
$15B
$0 0.0% of portfolio
5
Q3 2024 New
$19.4B
$0 0.0% of portfolio
7
Q3 2024 New
$20.5B
$0 0.0% of portfolio
2
Q3 2024 New
$17.4B
$1,000 0.0% of portfolio
14
Q3 2024 New
$13.6B
$3,000 0.0% of portfolio
51
Q3 2024 New
$177B
$1,000 0.0% of portfolio
7
Q3 2024 New
$60B
$5,000 0.0% of portfolio
50
Q3 2024 New
$23.6B
$1,000 0.0% of portfolio
34
Q3 2024 New
$26.6B
$5,000 0.0% of portfolio
55
Q3 2024 New
$28.7B
$0 0.0% of portfolio
1
Q3 2024 New
$12B
$0 0.0% of portfolio
8
Q3 2024 New
$11.3B
$2,000 0.0% of portfolio
18
Q3 2024 New
$13.2B
$1,000 0.0% of portfolio
8
Q3 2024 New
$26.9B
$2,000 0.0% of portfolio
25
Q3 2024 New
$19.5B
$6,000 0.0% of portfolio
219
Q3 2024 New
$14.6B
$4,000 0.0% of portfolio
42
Q3 2024 New
$13.1B
$4,000 0.0% of portfolio
35
Q3 2024 New
$18.5B
$0 0.0% of portfolio
2
Q3 2024 New
$54.7B
$0 0.0% of portfolio
1
Q3 2024 New
$11.2B
$0 0.0% of portfolio
2
Q3 2024 New
$16.5B
$2,000 0.0% of portfolio
7
Q3 2024 New
$58.2B
$2,000 0.0% of portfolio
24
Q3 2024 New
$79.3B
$2,000 0.0% of portfolio
2
Q3 2024 New
$59.9B
$2,000 0.0% of portfolio
59
Q3 2024 New
$121B
$1,000 0.0% of portfolio
18
Q3 2024 New
$99.6B
$0 0.0% of portfolio
9
Q3 2024 New
$21.7B
$1,000 0.0% of portfolio
5
Q3 2024 New
$14.5B
$2,000 0.0% of portfolio
63
Q3 2024 New
$13B
$0 0.0% of portfolio
40
Q3 2024 New
$27.8B
$0 0.0% of portfolio
13
Q3 2024 New
$40.4B
$2,000 0.0% of portfolio
60
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 743
  • Current Value $142 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 698 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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