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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.1 Million 8.51% of portfolio
131,716
Q3 2024 New
$0
$11.3 Million 7.92% of portfolio
586,459
Q3 2024 New
$0
$10.9 Million 7.69% of portfolio
108,872
Q3 2024 New
$168M
$10.8 Million 7.58% of portfolio
3,484,794
Q3 2024 New
$0
$10.6 Million 7.47% of portfolio
483,144
Q3 2024 New
$25.8B
$8 Million 5.64% of portfolio
204,612
Q3 2024 New
$0
$7.31 Million 5.14% of portfolio
370,202
Q3 2024 New
$0
$5.6 Million 3.94% of portfolio
110,326
Q3 2024 New
$0
$4.79 Million 3.37% of portfolio
95,465
Q3 2024 New
$0
$3.96 Million 2.79% of portfolio
133,838
Q3 2024 New
$0
$3.88 Million 2.73% of portfolio
83,645
Q3 2024 New
$0
$3.74 Million 2.63% of portfolio
148,713
Q3 2024 New
$0
$3.64 Million 2.56% of portfolio
75,391
Q3 2024 New
$0
$2.76 Million 1.94% of portfolio
60,087
Q3 2024 New
$0
$2.54 Million 1.79% of portfolio
49,865
Q3 2024 New
$0
$2.08 Million 1.46% of portfolio
18,780
Q3 2024 New
$9.87B
$1.7 Million 1.2% of portfolio
6,025
Q3 2024 New
$0
$1.24 Million 0.88% of portfolio
13,797
Q3 2024 New
$0
$1.24 Million 0.87% of portfolio
12,270
Q3 2024 New
$0
$1.16 Million 0.82% of portfolio
32,768
Q3 2024 New
$0
$1 Million 0.71% of portfolio
17,677
Q3 2024 New
$0
$943,000 0.66% of portfolio
43,468
Q3 2024 New
$2.15T
$908,000 0.64% of portfolio
4,875
Q3 2024 New
$1.14B
$888,000 0.63% of portfolio
65,396
Q3 2024 New
$0
$848,000 0.6% of portfolio
2,996
Q3 2024 New
$0
$813,000 0.57% of portfolio
32,496
Q3 2024 New
$3.67T
$775,000 0.55% of portfolio
3,330
Q3 2024 New
$0
$740,000 0.52% of portfolio
15,582
Q3 2024 New
$0
$618,000 0.44% of portfolio
99,072
Q3 2024 New
$0
$592,000 0.42% of portfolio
19,534
Q3 2024 New
$0
$539,000 0.38% of portfolio
9,016
Q3 2024 New
$0
$528,000 0.37% of portfolio
23,925
Q3 2024 New
$0
$508,000 0.36% of portfolio
17,001
Q3 2024 New
$3.18T
$471,000 0.33% of portfolio
1,095
Q3 2024 New
$409B
$336,000 0.24% of portfolio
380
Q3 2024 New
$1.36B
$308,000 0.22% of portfolio
12,108
Q3 2024 New
$0
$309,000 0.22% of portfolio
4,270
Q3 2024 New
$0
$307,000 0.22% of portfolio
3,572
Q3 2024 New
$0
$304,000 0.21% of portfolio
5,145
Q3 2024 New
$0
$298,000 0.21% of portfolio
3,588
Q3 2024 New
$502B
$296,000 0.21% of portfolio
2,527
Q3 2024 New
$0
$251,000 0.18% of portfolio
780
Q3 2024 New
$983B
$250,000 0.18% of portfolio
956
Q3 2024 New
$366B
$228,000 0.16% of portfolio
1,881
Q3 2024 New
$0
$212,000 0.15% of portfolio
9,236
Q3 2024 New
$0
$217,000 0.15% of portfolio
3,991
Q3 2024 New
$0
$188,000 0.13% of portfolio
492
Q3 2024 New
$675M
$182,000 0.13% of portfolio
16,715
Q3 2024 New
$1.08T
$182,000 0.13% of portfolio
1,093
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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