Legacy Wealth Managment, Llc/Id Purchases in Q2 2025

Legacy Wealth Managment, Llc/Id

  • $120 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NEOV
Neo Volta Inc.

Industrials
945K
+ 26.08%
$1.86 - $3.56 $1.76M - $3.36M
4.57M $15.1M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
149K
+ 116.76%
$24.48 - $24.9 $3.65M - $3.71M
277K $6.89M
JCPB
J P Morgan Exchange Traded Fd

ETFs
44.2K
+ 1611.8%
$45.9 - $47.2 $2.03M - $2.09M
47K $2.21M
QLD
Proshares Ultra Qqq

ETFs
15.5K
+ 2153.89%
$69.34 - $117.71 $1.08M - $1.83M
16.2K $1.91M
SSO
Proshares Ultra S&P 500

ETFs
17.3K
+ 20062.79%
$64.8 - $97.72 $1.12M - $1.69M
17.3K $1.69M
GLDX
Uscf ETF Tr Gold Strategy Plus
34.8K
+ 46.72%
$34.47 - $36.35 $1.2M - $1.27M
109K $3.8M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
29.9K
+ 39.09%
$23.45 - $26.56 $702K - $795K
107K $2.83M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
20.2K
+ 39.32%
$27.46 - $33.2 $554K - $669K
71.4K $2.37M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
18.5K
+ 37.15%
$27.3 - $31.8 $505K - $589K
68.3K $2.17M
BUFT
Ft Exch Trd Fd Viii Cboe Vest

ETFs
23.1K
+ 40.47%
$21.02 - $23.56 $485K - $543K
80K $1.89M
FSK
Fs Kkr Capital Corp

Financial Services
20.7K
+ 14.02%
$17.95 - $21.5 $372K - $445K
168K $3.49M
SVXY
Pro Shares Trust Ii

ETFs
8.82K
New
$34.14 - $46.45 $301K - $410K
8.82K $375K
MGV
Vanguard Mega Cap Value

ETFs
2.54K
+ 307.0%
$114.87 - $131.25 $292K - $334K
3.37K $442K
RDVY
First Trust Rising Dividend Ac

ETFs
4.11K
+ 23.32%
$51.6 - $62.74 $212K - $258K
21.7K $1.36M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2.98K
+ 24.83%
$71.28 - $83.74 $212K - $250K
15K $1.26M
QPX
Advisorshares Tr Q Dynamic Gro

ETFs
6.02K
+ 45.85%
$30.65 - $38.74 $185K - $233K
19.2K $742K
NVDA
Nvidia Corp

Technology
150
+ 2.94%
$94.31 - $157.99 $14.1K - $23.7K
5.25K $829K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
4.41K
+ 82.27%
$59.8 - $60.07 $264K - $265K
9.78K $585K
IVV
Ishares Core S&P 500 ETF

ETFs
188
+ 11.48%
$498.8 - $620.9 $93.8K - $117K
1.83K $1.13M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.67K
+ 25.6%
$57.46 - $75.58 $96.1K - $126K
8.2K $619K
FIP
Ftai Infrastructure LLC
33.1K
New
$3.23 - $6.73 $107K - $223K
33.1K $204K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
901
+ 31.66%
$101.69 - $139.02 $91.6K - $125K
3.75K $520K
AAPL
Apple Inc.

Technology
1.23K
+ 36.56%
$172.42 - $223.89 $211K - $274K
4.58K $939K
IEF
Ishares Barclays

ETFs
1.99K
+ 16.06%
$93.15 - $96.56 $186K - $192K
14.4K $1.38M
FTHI
First Trust Exchange Traded Fd

ETFs
7.31K
+ 34.26%
$19.66 - $22.85 $144K - $167K
28.7K $654K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
1.39K
+ 34.31%
$61.92 - $81.5 $85.9K - $113K
5.43K $442K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.53K
+ 82.44%
$100.35 - $100.71 $154K - $154K
3.39K $340K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
3.31K
+ 37.99%
$45.3 - $50.64 $150K - $168K
12K $590K
AMZN
Amazon Com Inc

Consumer Cyclical
55
+ 1.35%
$167.32 - $223.3 $9.2K - $12.3K
4.12K $903K
VEA
Vanguard Ftse Developed Market

ETFs
2.14K
+ 13356.25%
$45.65 - $57.01 $97.6K - $122K
2.15K $122K
UNH
Unitedhealth Group Inc

Healthcare
424
+ 504.76%
$274.35 - $599.47 $116K - $254K
508 $158K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
454
+ 986.96%
$171.4 - $227.1 $77.8K - $103K
500 $113K
TSLA
Tesla, Inc.

Consumer Cyclical
144
+ 14.29%
$221.86 - $362.89 $31.9K - $52.3K
1.15K $365K
TQQQ
Proshares Ultrapro Qqq

ETFs
1.24K
+ 6175.0%
$38.9 - $83.0 $48K - $103K
1.26K $104K
RAVI
Flexshares Tr Ready Access Var

ETFs
1.34K
New
$75.04 - $75.51 $101K - $101K
1.34K $101K
IEMG
Ishares Inc

ETFs
1.23K
+ 294.51%
N/A
1.65K $88K
UPRO
Proshares Trust Proshares Ultr

ETFs
700
New
$50.65 - $91.44 $35.5K - $64K
700 $64K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
315
+ 17.36%
$60.61 - $87.72 $19.1K - $27.6K
2.13K $180K
AVGO
Broadcom Inc.

Technology
9
+ 1.8%
$146.29 - $275.65 $1.32K - $2.48K
510 $140K
BME
Black Rock Health Sciences Trust

Financial Services
1.52K
New
$34.86 - $38.42 $53.1K - $58.5K
1.52K $55K
JPM
Jpmorgan Chase & CO

Financial Services
154
+ 63.64%
$210.28 - $289.91 $32.4K - $44.6K
396 $114K
SPMD
Spdr Portfolio

ETFs
985
+ 3078.13%
$44.89 - $54.38 $44.2K - $53.6K
1.02K $55K
META
Meta Platforms, Inc.

Communication Services
32
+ 25.4%
$484.66 - $738.09 $15.5K - $23.6K
158 $116K
PULS
Pgim ETF Tr

ETFs
888
New
$49.39 - $49.76 $43.9K - $44.2K
888 $44K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
429
+ 143.0%
$58.41 - $72.69 $25.1K - $31.2K
729 $52K
DSTL
ETF Ser Solution Distillate Us

ETFs
383
+ 7.62%
$48.53 - $55.35 $18.6K - $21.2K
5.41K $299K
COST
Costco Wholesale Corp

Consumer Defensive
7
+ 1.68%
$908.13 - $1056.85 $6.36K - $7.4K
423 $418K
SOFI
So Fi Technologies, Inc.

Financial Services
80
+ 2.47%
$9.5 - $18.21 $760 - $1.46K
3.32K $60K
DRI
Darden Restaurants Inc

Consumer Cyclical
94
New
$186.58 - $225.78 $17.5K - $21.2K
94 $20K
Activity Summary
Buys All Purchases 184 New Holdings 67 Increased Positions 117 Sells All Sells 195 Reductions 194 Sold out 1 Options Calls 5 Puts 1
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