Legacy Wealth Managment, Llc/Id New Holdings in Q2 2025

Legacy Wealth Managment, Llc/Id

  • $120 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SVXY
Pro Shares Trust Ii

ETFs
8.82K
New
$34.14 - $46.45 $301K - $410K
8.82K $375K
FIP
Ftai Infrastructure LLC
33.1K
New
$3.23 - $6.73 $107K - $223K
33.1K $204K
RAVI
Flexshares Tr Ready Access Var

ETFs
1.34K
New
$75.04 - $75.51 $101K - $101K
1.34K $101K
UPRO
Proshares Trust Proshares Ultr

ETFs
700
New
$50.65 - $91.44 $35.5K - $64K
700 $64K
BME
Black Rock Health Sciences Trust

Financial Services
1.52K
New
$34.86 - $38.42 $53.1K - $58.5K
1.52K $55K
PULS
Pgim ETF Tr

ETFs
888
New
$49.39 - $49.76 $43.9K - $44.2K
888 $44K
DRI
Darden Restaurants Inc

Consumer Cyclical
94
New
$186.58 - $225.78 $17.5K - $21.2K
94 $20K
AVDV
American Centy ETF Tr Avantis

ETFs
158
New
$61.76 - $79.32 $9.76K - $12.5K
158 $12K
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
375
New
$22.61 - $26.12 $8.48K - $9.8K
375 $9K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
130
New
$68.13 - $74.77 $8.86K - $9.72K
130 $9K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
134
New
$35.35 - $42.68 $4.74K - $5.72K
134 $5K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
65
New
$62.73 - $78.42 $4.08K - $5.1K
65 $5K
VGT
Vanguard Information Technolog

ETFs
9
New
$470.37 - $663.28 $4.23K - $5.97K
9 $5K
INDA
Ishares Msci India Index Fund

ETFs
90
New
$49.13 - $55.86 $4.42K - $5.03K
90 $5K
APP
App Lovin Corp

Technology
17
New
$219.37 - $417.89 $3.73K - $7.1K
17 $5K
BBAX
J P Morgan Betabuilders Develo

ETFs
74
New
$42.69 - $54.65 $3.16K - $4.04K
74 $4K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
113
New
$34.72 - $42.74 $3.92K - $4.83K
113 $4K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
126
New
$28.98 - $37.18 $3.65K - $4.68K
126 $4K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
38
New
$82.17 - $99.96 $3.12K - $3.8K
38 $3K
DAX
Global X Fds Dax Germany ETF

ETFs
70
New
$34.84 - $44.93 $2.44K - $3.15K
70 $3K
FXU
First Tr Exchange Traded Fd Ut

ETFs
60
New
$37.86 - $43.29 $2.27K - $2.6K
60 $2K
OXLC
Oxford Lane Capital Corp.

Financial Services
556
New
$4.01 - $4.96 $2.23K - $2.76K
556 $2K
APLD
Applied Blockchain, Inc.

Financial Services
250
New
$3.53 - $13.86 $883 - $3.47K
250 $2K
DNP
Dnp Select Income Fund Inc

Financial Services
233
New
$8.89 - $9.88 $2.07K - $2.3K
233 $2K
AXON
Axon Enterprise, Inc.

Industrials
3
New
$497.13 - $827.94 $1.49K - $2.48K
3 $2K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
105
New
$24.98 - $25.66 $2.62K - $2.69K
105 $2K
DASH
Door Dash, Inc.

Communication Services
8
New
$163.16 - $246.51 $1.31K - $1.97K
8 $1K
SHOP
Shopify Inc.

Technology
16
New
$76.89 - $115.35 $1.23K - $1.85K
16 $1K
FCPT
Four Corners Property Trust, Inc.

Real Estate
45
New
$26.06 - $28.7 $1.17K - $1.29K
45 $1K
ZM
Zoom Video Communications, Inc.

Technology
20
New
$66.7 - $84.62 $1.33K - $1.69K
20 $1K
AUR
Aurora Innovation, Inc.

Technology
375
New
$5.17 - $8.14 $1.94K - $3.05K
375 $1K
TER
Teradyne, Inc

Technology
10
New
$67.96 - $91.05 $680 - $911
10 $0
WBD
Warner Bros. Discovery, Inc.

Communication Services
12
New
$7.69 - $11.46 $92.3 - $138
12 $0
Volatility Shs Tr
101K
New
N/A
101K $0
World Gold Tr
16
New
N/A
16 $0
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
10
New
$27.82 - $46.45 $278 - $465
10 $0
Tidal Tr Ii
12K
New
N/A
12K $0
TDUP
Thred Up Inc.

Consumer Cyclical
60
New
$2.46 - $8.46 $148 - $508
60 $0
AEM
Agnico Eagle Mines LTD

Basic Materials
4
New
$99.48 - $124.46 $398 - $498
4 $0
Simplify Exchange Traded Fun
6.13K
New
N/A
6.13K $0
KD
Kyndryl Holdings, Inc.

Technology
10
New
$27.77 - $41.96 $278 - $420
10 $0
USRT
Ishares Core U.S. Reit ETF

ETFs
7
New
$50.37 - $57.97 $353 - $406
7 $0
STIP
Ishares Barclays 0 5 Year Tips

ETFs
7
New
$102.02 - $103.5 $714 - $725
7 $0
Calamos ETF Tr
2.02K
New
N/A
2.02K $0
Calamos ETF Tr
5.55K
New
N/A
5.55K $0
Calamos ETF Tr
55.3K
New
N/A
55.3K $0
Calamos ETF Tr
8
New
N/A
8 $0
Bread Financial Holdings Inc
151
New
N/A
151 $0
Blackrock Tcp Capital Corp
700
New
N/A
700 $0
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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