Legacy Wealth Management, Inc Portfolio Holdings

Legacy Wealth Management, Inc

  • $1.54 Billion
  • Q3 2024

Legacy Wealth Management, Inc has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.54 Billion distributed in 44 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $291M, Ishares Tr Russell 1000 ETF with a value of $246M, Schwab Strategic Tr 1000 Index with a value of $199M, J P Morgan Exchange Traded Fd with a value of $146M, and Fidelity Merrimack Str Tr Tota with a value of $137M.

Examining the 13F form we can see an increase of $161M in the current position value, from $1.38B to 1.54B.

Below you can find more details about Legacy Wealth Management, Inc portfolio as well as his latest detailed transactions.

Portfolio value $1.54 Billion
ETFs: $1.54 Billion
Communication Services: $2.52 Million
Technology: $2.38 Million
Healthcare: $863,000
Consumer Cyclical: $687,000
Utilities: $433,000
Financial Services: $255,000
Consumer Defensive: $214,000
Other: $0

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$163B
$2.05 Million 0.13% of portfolio
93,368
Q3 2024 Added 4.49%
$90.7B
$433,000 0.03% of portfolio
4,810
Q3 2024 New
$97.3B
$325,000 0.02% of portfolio
1,888
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 44
  • Current Value $1.54 Billion
  • Prior Value $1.38 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 21 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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