Legacy Wealth Managment, Llc/Id Portfolio Holdings
Legacy Wealth Managment, Llc/Id
- $122 Million
- Q1 2025
Legacy Wealth Managment, Llc/Id has filed its 13F form on May 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $122 Million distributed in 860 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Devon Energy Corp with a value of $11.4M, Spdr Bloomberg 1 3 Month T Bil with a value of $10.6M, Proshares Tr Bitcoin Strategy with a value of $9.36M, Blackrock Ultra Short Term Bon with a value of $8.31M, and Neo Volta Inc. with a value of $7.86M.
Examining the 13F form we can see an decrease of $17.8M in the current position value, from $139M to 122M.
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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 860
- Current Value $122 Million
- Prior Value $139 Million
- Filing
- Period Q1 2025
- Filing Date May 16, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 106 stocks
- Additional Purchases 111 stocks
- Sold out of 0 stocks
- Reduced holdings in 108 stocks