Legacy Wealth Management, Inc Portfolio Holdings

Legacy Wealth Management, Inc

  • $1.5 Billion
  • Q1 2025

Legacy Wealth Management, Inc has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.5 Billion distributed in 40 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 $285M, Ishares Tr Russell 1000 ETF with a value of $233M, Schwab Strategic Tr 1000 Index with a value of $186M, J P Morgan Exchange Traded Fd with a value of $152M, and Fidelity Merrimack Str Tr Tota with a value of $141M.

Examining the 13F form we can see an decrease of $57.4M in the current position value, from $1.56B to 1.5B.

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

Portfolio value $1.5 Billion
ETFs: $1.5 Billion
Technology: $1.84 Million
Communication Services: $870,000
Financial Services: $508,000
Consumer Cyclical: $388,000
Utilities: $380,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 40
  • Current Value $1.5 Billion
  • Prior Value $1.56 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 24, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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