Legacy Wealth Managment, Llc/Id Incresed Positions in Q1 2025

Legacy Wealth Managment, Llc/Id

  • $122 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BALT
Innovator Etfs Tr
96.4K
+ 3617.67%
$31.31 - $31.89 $3.02M - $3.08M
99.1K $3.11M
ICSH
Blackrock Ultra Short Term Bon

ETFs
29.8K
+ 22.23%
$50.44 - $50.7 $1.5M - $1.51M
164K $8.31M
VTI
Vanguard Total Stock Market Et

ETFs
4.39K
+ 167.03%
$271.18 - $303.12 $1.19M - $1.33M
7.02K $1.93M
IVV
Ishares Core S&P 500 ETF

ETFs
1.43K
+ 694.66%
$554.06 - $615.85 $793K - $881K
1.64K $919K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.99K
+ 3.57%
$91.45 - $91.75 $365K - $366K
116K $10.6M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
5.71K
+ 53.23%
$46.45 - $47.26 $265K - $270K
16.4K $775K
BUFT
Ft Exch Trd Fd Viii Cboe Vest

ETFs
9.41K
+ 19.77%
$22.19 - $22.84 $209K - $215K
57K $1.28M
MSTR
Microstrategy Inc

Technology
760
+ 10.18%
$239.27 - $396.5 $182K - $301K
8.22K $2.37M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
9.13K
+ 13.54%
$24.66 - $26.1 $225K - $238K
76.6K $1.91M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.07K
+ 4698.15%
$33.84 - $37.77 $172K - $192K
5.18K $188K
TT
Trane Technologies PLC

Industrials
521
+ 486.92%
$332.0 - $400.86 $173K - $209K
628 $211K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
6.26K
+ 14.37%
$29.34 - $31.31 $184K - $196K
49.8K $1.48M
VTV
Vanguard Value ETF

ETFs
815
+ 550.68%
$167.73 - $179.21 $137K - $146K
963 $166K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
3.69K
+ 30716.67%
$36.64 - $45.76 $135K - $169K
3.7K $138K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.72K
+ 16.77%
$78.0 - $84.37 $134K - $145K
12K $958K
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.14K
+ 6350.0%
$105.1 - $109.61 $120K - $125K
1.16K $126K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
6.13K
+ 13.58%
$29.68 - $32.59 $182K - $200K
51.3K $1.53M
USFR
Wisdomtree Floating Rate Treas

ETFs
2.02K
+ 229.2%
$50.29 - $50.5 $101K - $102K
2.9K $145K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
1.79K
+ 25.89%
$49.22 - $51.73 $88.2K - $92.7K
8.71K $440K
TFLO
Ishares Treasury Floating Rate

ETFs
1.82K
+ 197.29%
$50.48 - $50.68 $91.9K - $92.3K
2.74K $139K
NKE
Nike, Inc.

Consumer Cyclical
1.24K
+ 736.31%
$63.29 - $81.72 $78.3K - $101K
1.41K $89K
XLK
Technology Sector Spdr

ETFs
367
+ 160.26%
$206.38 - $242.18 $75.7K - $88.9K
596 $123K
IEFA
Ishares Tr

ETFs
923
+ 688.81%
$69.57 - $78.65 $64.2K - $72.6K
1.06K $79K
FTHI
First Trust Exchange Traded Fd

ETFs
4.16K
+ 24.21%
$21.62 - $23.74 $89.9K - $98.8K
21.3K $466K
RDVY
First Trust Rising Dividend Ac

ETFs
1.29K
+ 7.93%
$57.22 - $63.39 $74K - $82K
17.6K $1.03M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
150
+ 250.0%
$408.78 - $448.82 $61.3K - $67.3K
210 $88K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.12K
+ 53.97%
$53.6 - $58.97 $60.1K - $66.2K
3.2K $175K
SPY
Spdr S&P 500 ETF Trust

ETFs
95
+ 78.51%
$551.42 - $612.93 $52.4K - $58.2K
216 $120K
PLTR
Palantir Technologies Inc.

Technology
482
+ 65.05%
$64.98 - $124.62 $31.3K - $60.1K
1.22K $103K
XLF
Financial Sector Spdr

ETFs
862
+ 1724.0%
$47.32 - $52.19 $40.8K - $45K
912 $45K
COST
Costco Wholesale Corp

Consumer Defensive
33
+ 8.62%
$890.62 - $1076.86 $29.4K - $35.5K
416 $393K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
35
+ 12.46%
$442.66 - $534.52 $15.5K - $18.7K
316 $168K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
676
+ 11.55%
$62.72 - $71.92 $42.4K - $48.6K
6.53K $411K
BND
Vanguard Bd Index Fd Inc Total

ETFs
440
+ 18.82%
$71.17 - $73.66 $31.3K - $32.4K
2.78K $204K
ITOT
Ishares Core S&P Total U.S. St

ETFs
250
+ 227.27%
$120.29 - $134.6 $30.1K - $33.7K
360 $43K
WMT
Walmart Inc.

Consumer Defensive
300
+ 59.41%
$84.5 - $105.05 $25.4K - $31.5K
805 $70K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
330
+ 1222.22%
$65.27 - $71.18 $21.5K - $23.5K
357 $23K
V
Visa Inc.

Financial Services
31
+ 12.02%
$306.92 - $362.71 $9.51K - $11.2K
289 $101K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
840
+ 375.0%
$22.25 - $23.0 $18.7K - $19.3K
1.06K $24K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
297
+ 424.29%
$53.69 - $62.68 $15.9K - $18.6K
367 $22K
GLD
Spdr Gold Trust

ETFs
46
+ 51.11%
$243.19 - $288.14 $11.2K - $13.3K
136 $39K
GIS
General Mills Inc

Consumer Defensive
260
+ 1625.0%
$57.56 - $65.3 $15K - $17K
276 $16K
MO
Altria Group, Inc.

Consumer Defensive
192
+ 34.47%
$50.81 - $60.02 $9.76K - $11.5K
749 $44K
HCA
Hca Healthcare, Inc.

Healthcare
15
+ 7.85%
$296.7 - $345.55 $4.45K - $5.18K
206 $71K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
269
+ 10.44%
$113.13 - $127.79 $30.4K - $34.4K
2.85K $321K
SM
Sm Energy CO

Energy
905
+ 52.19%
$27.15 - $44.69 $24.6K - $40.4K
2.64K $79K
MA
Mastercard Inc

Financial Services
19
+ 18.1%
$504.67 - $576.31 $9.59K - $10.9K
124 $67K
IWD
Ishares Russell 1000 Val ETF

ETFs
61
+ 164.86%
$182.82 - $196.21 $11.2K - $12K
98 $18K
EOG
Eog Resources Inc

Energy
84
+ 54.55%
$120.54 - $138.05 $10.1K - $11.6K
238 $30K
Activity Summary
Buys All Purchases 217 New Holdings 106 Increased Positions 111 Sells All Sells 108 Reductions 108 Sold out 0 Options Calls 4 Puts 1
Track This Portfolio

Track Legacy Wealth Managment, Llc/Id Portfolio

Follow Legacy Wealth Managment, Llc/Id and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Wealth Managment, Llc/Id, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Managment, Llc/Id with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email