Legacy Wealth Managment, Llc/Id Options Holdings

Legacy Wealth Managment, Llc/Id

  • $120 Million
  • Q2 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
PUT
$3.03 Million
4.9K
Q2 2025
Reduced 23.44%
NVDA
Nvidia Corp

Technology
CALL
$94,000
600
Q2 2025
Reduced 68.42%
USB
Us Bancorp \De\

Financial Services
CALL
$22,000
500
Q2 2025
New holding
DECK
Deckers Outdoor Corp

Consumer Cyclical
CALL
$10,000
100
Q2 2025
New holding
MU
Micron Technology Inc

Technology
CALL
$12,000
100
Q2 2025
Reduced 50.0%
Volatility Shs Tr
CALL
$0
100
Q2 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 791
  • Current Value $120 Million
  • Prior Value $122 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 06, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 67 stocks
  • Additional Purchases 117 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 194 stocks
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