Legacy Wealth Managment, Llc/Id New Holdings in Q1 2025

Legacy Wealth Managment, Llc/Id

  • $122 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEF
Ishares Barclays

ETFs
12.4K
New
$91.17 - $95.39 $1.13M - $1.18M
12.4K $1.18M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.15K
New
$57.21 - $65.8 $352K - $405K
6.15K $358K
IWB
Ishares Tr Russell 1000 ETF

ETFs
654
New
$302.31 - $337.54 $198K - $221K
654 $200K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.86K
New
$100.34 - $100.68 $186K - $187K
1.86K $186K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
5.57K
New
$29.06 - $32.62 $162K - $182K
5.57K $174K
CAPE
Barclays Bank PLC

ETFs
4.27K
New
$29.41 - $31.62 $126K - $135K
4.27K $129K
QJUN
First Tr ETF
3.44K
New
$26.45 - $29.15 $91.1K - $100K
3.44K $91K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
1.56K
New
$55.12 - $62.6 $86.2K - $97.9K
1.56K $88K
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.12K
New
$24.91 - $29.02 $77.8K - $90.6K
3.12K $78K
PFF
Ishares Trust Ishares Pfd And

ETFs
1.95K
New
$30.73 - $32.26 $59.8K - $62.8K
1.95K $59K
HYDB
Ishares Tr Edge High Yield Def

ETFs
999
New
$46.82 - $47.8 $46.8K - $47.8K
999 $47K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
981
New
$44.81 - $46.22 $44K - $45.3K
981 $44K
IR
Ingersoll Rand Inc.

Industrials
543
New
$79.44 - $94.23 $43.1K - $51.2K
543 $43K
DEW
Wisdomtree Tr Global High Divi

ETFs
766
New
$51.48 - $56.43 $39.4K - $43.2K
766 $42K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
803
New
$46.18 - $47.84 $37.1K - $38.4K
803 $38K
QUAL
Ishares Msci Usa Quality Facto

ETFs
218
New
$168.16 - $186.21 $36.7K - $40.6K
218 $37K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
845
New
$41.61 - $44.72 $35.2K - $37.8K
845 $36K
GNMA
Ishares Gnma Bond ETF

ETFs
737
New
$42.17 - $44.04 $31.1K - $32.5K
737 $32K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
442
New
$66.3 - $74.17 $29.3K - $32.8K
442 $30K
IGRO
Ishares Tr International Divid

ETFs
414
New
$66.91 - $73.87 $27.7K - $30.6K
414 $29K
FNDC
Schwab Fundamental Intl Small

ETFs
600
New
$33.34 - $37.44 $20K - $22.5K
600 $21K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
563
New
$34.23 - $36.9 $19.3K - $20.8K
563 $20K
SNPS
Synopsys Inc

Technology
48
New
$428.58 - $551.54 $20.6K - $26.5K
48 $20K
FNDF
Schwab Fundamental Intl Large

ETFs
568
New
$32.9 - $37.45 $18.7K - $21.3K
568 $20K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
745
New
$25.44 - $25.58 $19K - $19.1K
745 $19K
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
1.08K
New
$14.59 - $23.31 $15.8K - $25.3K
1.08K $15K
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
190
New
$76.24 - $95.41 $14.5K - $18.1K
190 $14K
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
479
New
$24.1 - $27.73 $11.5K - $13.3K
479 $13K
RING
Ishares Inc Msci Global Gold M

ETFs
355
New
$28.64 - $38.36 $10.2K - $13.6K
355 $13K
EQX
Equinox Gold Corp.

Basic Materials
1.8K
New
$5.09 - $7.16 $9.16K - $12.9K
1.8K $12K
LGOV
First Tr ETF Iv Long Duration

ETFs
566
New
$20.41 - $21.7 $11.6K - $12.3K
566 $12K
LKQ
Lkq Corp

Consumer Cyclical
271
New
$36.24 - $44.05 $9.82K - $11.9K
271 $11K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
115
New
$95.85 - $99.25 $11K - $11.4K
115 $11K
EWJ
Ishares Msci Japan ETF

ETFs
166
New
$65.24 - $71.7 $10.8K - $11.9K
166 $11K
UHS
Universal Health Services Inc

Healthcare
55
New
$163.99 - $193.27 $9.02K - $10.6K
55 $10K
MPC
Marathon Petroleum Corp

Energy
70
New
$134.72 - $159.03 $9.43K - $11.1K
70 $10K
CAG
Conagra Brands Inc.

Consumer Defensive
359
New
$23.9 - $27.67 $8.58K - $9.93K
359 $9K
ADM
Archer Daniels Midland CO

Consumer Defensive
198
New
$45.22 - $52.17 $8.95K - $10.3K
198 $9K
RL
Ralph Lauren Corp

Consumer Cyclical
44
New
$215.68 - $286.74 $9.49K - $12.6K
44 $9K
MCO
Moodys Corp

Financial Services
20
New
$437.8 - $527.48 $8.76K - $10.5K
20 $9K
BWA
Borgwarner Inc

Consumer Cyclical
315
New
$27.78 - $32.9 $8.75K - $10.4K
315 $9K
AMP
Ameriprise Financial Inc

Financial Services
18
New
$472.29 - $575.13 $8.5K - $10.4K
18 $8K
EXPE
Expedia Group, Inc.

Consumer Cyclical
53
New
$157.11 - $206.52 $8.33K - $10.9K
53 $8K
HST
Host Hotels & Resorts, Inc.

Real Estate
569
New
$14.21 - $17.45 $8.09K - $9.93K
569 $8K
CF
Cf Industries Holdings, Inc.

Basic Materials
113
New
$75.03 - $97.25 $8.48K - $11K
113 $8K
IWL
Ishares Tr Russell 200 ETF

ETFs
55
New
$135.83 - $151.73 $7.47K - $8.35K
55 $7K
ACM
Aecom

Industrials
50
New
$92.54 - $111.05 $4.63K - $5.55K
50 $4K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
25
New
$80.53 - $147.57 $2.01K - $3.69K
25 $3K
DLTR
Dollar Tree, Inc.

Consumer Defensive
41
New
$61.92 - $76.95 $2.54K - $3.15K
41 $3K
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
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