Legacy Wealth Managment, Llc/Id New Holdings in Q3 2024

Legacy Wealth Managment, Llc/Id

  • $142 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PH
Parker Hannifin Corp

Industrials
252
New
$501.01 - $635.92 $126K - $160K
252 $159K
IWF
Ishares Russell 1000 Gr ETF

ETFs
423
New
$332.02 - $382.76 $140K - $162K
423 $158K
PR
Permian Resources Corporation

Energy
11.5K
New
$12.9 - $16.79 $148K - $193K
11.5K $156K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
1.13K
New
$110.06 - $128.44 $125K - $146K
1.13K $144K
GOOGL
Alphabet Inc.

Communication Services
862
New
$148.65 - $191.18 $128K - $165K
862 $142K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.37K
New
$52.1 - $59.66 $123K - $141K
2.37K $140K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
284
New
$405.19 - $478.57 $115K - $136K
284 $130K
CION
Cion Investment Corp

Financial Services
10.9K
New
$11.55 - $12.46 $126K - $136K
10.9K $129K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.59K
New
$74.26 - $78.84 $118K - $125K
1.59K $124K
SMCI
Super Micro Computer, Inc.

Technology
300
New
$386.46 - $909.96 $116K - $273K
300 $124K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
1.57K
New
$66.56 - $75.11 $105K - $118K
1.57K $117K
APA
Apa Corp

Energy
4.73K
New
$23.34 - $32.22 $110K - $152K
4.73K $115K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.96K
New
$53.41 - $57.9 $105K - $114K
1.96K $113K
SUB
Ishares Short Term National Mu

ETFs
1.06K
New
$104.3 - $106.3 $110K - $112K
1.06K $112K
MGV
Vanguard Mega Cap Value

ETFs
827
New
$118.0 - $128.28 $97.6K - $106K
827 $106K
XSMO
Invesco S&P Smallcap Momentum

ETFs
1.59K
New
$59.5 - $67.14 $94.4K - $106K
1.59K $104K
PJUL
Innovator U.S. Equity Power Bu

ETFs
2.56K
New
$37.89 - $40.48 $97.1K - $104K
2.56K $103K
OKE
Oneok Inc

Energy
1.06K
New
$78.62 - $95.27 $83.5K - $101K
1.06K $96K
IVV
Ishares Core S&P 500 ETF

ETFs
163
New
$520.18 - $576.82 $84.8K - $94K
163 $94K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.59K
New
$54.98 - $59.51 $87.6K - $94.8K
1.59K $94K
CTRA
Coterra Energy Inc.

Energy
3.73K
New
$22.62 - $27.37 $84.4K - $102K
3.73K $89K
ETN
Eaton Corp PLC

Industrials
264
New
$272.52 - $333.02 $71.9K - $87.9K
264 $87K
BALT
Innovator Etfs Tr
2.67K
New
$29.76 - $30.83 $79.3K - $82.2K
2.67K $82K
NEE
Nextera Energy Inc

Utilities
941
New
$69.9 - $84.97 $65.8K - $80K
941 $79K
NXPI
Nxp Semiconductors N.V.

Technology
326
New
$225.14 - $290.78 $73.4K - $94.8K
326 $78K
KRP
Kimbell Royalty Partners, LP

Energy
4.86K
New
$15.11 - $17.05 $73.4K - $82.9K
4.86K $78K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
146
New
$475.2 - $527.7 $69.4K - $77K
146 $77K
SM
Sm Energy CO

Energy
1.91K
New
$38.07 - $47.26 $72.6K - $90.1K
1.91K $76K
VOE
Vanguard Mid Cap Value Index F

ETFs
451
New
$149.02 - $167.67 $67.2K - $75.6K
451 $75K
META
Meta Platforms, Inc.

Communication Services
128
New
$453.41 - $572.44 $58K - $73.3K
128 $73K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
787
New
$79.58 - $91.64 $62.6K - $72.1K
787 $71K
PRPL
Purple Innovation, Inc.

Consumer Cyclical
70.4K
New
$0.98 - $1.47 $69K - $104K
70.4K $69K
V
Visa Inc.

Financial Services
248
New
$253.74 - $291.56 $62.9K - $72.3K
248 $68K
SRLN
Ssga Active Trust

ETFs
1.58K
New
$40.93 - $41.85 $64.8K - $66.2K
1.58K $66K
BCE
Bce Inc

Communication Services
1.88K
New
$31.33 - $36.08 $58.7K - $67.7K
1.88K $65K
CIVI
Civitas Resources, Inc.

Energy
1.3K
New
$49.47 - $72.73 $64.3K - $94.5K
1.3K $65K
SPY
Spdr S&P 500 ETF Trust

ETFs
111
New
$517.38 - $573.86 $57.4K - $63.7K
111 $63K
HDV
Ishares Core High Dividend ETF

ETFs
542
New
$107.62 - $118.76 $58.3K - $64.4K
542 $63K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
1.24K
New
$42.59 - $60.56 $52.6K - $74.8K
1.24K $62K
INTU
Intuit Inc

Technology
100
New
$602.97 - $670.49 $60.3K - $67K
100 $62K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.18K
New
$50.61 - $50.96 $59.9K - $60.3K
1.18K $60K
PEG
Public Service Enterprise Group Inc

Utilities
674
New
$73.58 - $89.21 $49.6K - $60.1K
674 $60K
IYW
Ishares Dj Us Tech ETF

ETFs
392
New
$133.16 - $158.73 $52.2K - $62.2K
392 $59K
DIS
Walt Disney CO

Communication Services
623
New
$85.6 - $98.61 $53.3K - $61.4K
623 $59K
VNQ
Vanguard Specialized Funds Van

ETFs
596
New
$82.97 - $98.97 $49.5K - $59K
596 $58K
SPYG
Spdr Portfolio

ETFs
683
New
$73.38 - $84.1 $50.1K - $57.4K
683 $56K
UNH
Unitedhealth Group Inc

Healthcare
94
New
$488.01 - $604.18 $45.9K - $56.8K
94 $54K
VZ
Verizon Communications Inc

Communication Services
1.17K
New
$38.89 - $45.0 $45.5K - $52.7K
1.17K $52K
MA
Mastercard Inc

Financial Services
105
New
$429.6 - $500.99 $45.1K - $52.6K
105 $51K
Activity Summary
Buys All Purchases 698 New Holdings 698 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 3 Puts 1
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