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

Legacy Wealth Managment, Llc/Id

  • $120 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DVN
Devon Energy Corp

Energy
-304K
- 99.32%
$26.8 - $37.92 $8.14M - $11.5M
2.08K $66K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-65.1K
- 39.69%
$50.48 - $50.71 $3.29M - $3.3M
98.9K $5.01M
BALT
Innovator Etfs Tr
-96.6K
- 97.49%
$30.33 - $32.1 $2.93M - $3.1M
2.49K $79K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-31.9K
- 27.56%
$91.43 - $91.74 $2.92M - $2.93M
83.8K $7.69M
ECC
Eagle Point Credit CO Inc.

Financial Services
-301K
- 37.21%
$6.94 - $8.31 $2.09M - $2.5M
508K $3.89M
JPIE
J P Morgan Exchange Traded Fd
-35.8K
- 91.51%
$45.12 - $46.32 $1.61M - $1.66M
3.32K $153K
SVOL
Simplify ETF Simplify Volatili

ETFs
-69.7K
- 29.94%
$13.97 - $19.98 $974K - $1.39M
163K $3M
GBIL
Goldman Sachs Access Treasury

ETFs
-11.6K
- 33.68%
$99.83 - $100.19 $1.16M - $1.16M
22.9K $2.29M
VTI
Vanguard Total Stock Market Et

ETFs
-3.47K
- 49.42%
$243.75 - $303.93 $845K - $1.05M
3.55K $1.08M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
-10.2K
- 62.22%
$46.46 - $47.44 $475K - $485K
6.21K $294K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.14K
- 98.45%
$105.23 - $109.61 $120K - $125K
18 $1K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-422
- 64.53%
$272.36 - $339.57 $115K - $143K
232 $78K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-1.93K
- 7.66%
$49.98 - $50.26 $96.6K - $97.1K
23.3K $1.17M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-1.85K
- 84.05%
$49.79 - $50.75 $91.9K - $93.6K
350 $17K
NKE
Nike, Inc.

Consumer Cyclical
-1.37K
- 97.3%
$53.27 - $72.04 $72.8K - $98.5K
38 $2K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.53K
- 24.89%
$51.16 - $62.02 $78.3K - $95K
4.62K $286K
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
-2.4K
- 8.13%
$19.78 - $21.29 $47.4K - $51K
27.1K $559K
VTV
Vanguard Value ETF

ETFs
-285
- 29.6%
$153.67 - $176.74 $43.8K - $50.4K
678 $119K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
-895
- 57.23%
$50.29 - $64.29 $45K - $57.5K
669 $43K
XLF
Financial Sector Spdr

ETFs
-862
- 94.52%
$43.92 - $52.37 $37.9K - $45.1K
50 $2K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-413
- 23.79%
$90.56 - $109.49 $37.4K - $45.2K
1.32K $144K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-623
- 19.46%
$47.46 - $55.3 $29.6K - $34.5K
2.58K $142K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-35
- 11.08%
$483.48 - $539.8 $16.9K - $18.9K
281 $136K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
-1.39K
- 25.0%
$27.79 - $34.16 $38.7K - $47.6K
4.18K $142K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-408
- 14.69%
$72.02 - $73.82 $29.4K - $30.1K
2.37K $174K
CAPE
Barclays Bank PLC

ETFs
-1.09K
- 25.59%
$27.26 - $31.81 $29.8K - $34.8K
3.18K $101K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-430
- 97.29%
$57.41 - $74.81 $24.7K - $32.2K
12 $0
FLNG
Flex Lng Ltd.

Energy
-848
- 9.1%
$20.21 - $24.88 $17.1K - $21.1K
8.47K $186K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-876
- 23.69%
$32.0 - $39.87 $28K - $34.9K
2.82K $112K
WMT
Walmart Inc.

Consumer Defensive
-300
- 37.27%
$81.79 - $99.98 $24.5K - $30K
505 $49K
OKE
Oneok Inc

Energy
-63
- 7.8%
$78.71 - $100.37 $4.96K - $6.32K
745 $60K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-840
- 78.95%
$22.54 - $23.17 $18.9K - $19.5K
224 $5K
CVS
Cvs Health Corp

Healthcare
-274
- 90.73%
$60.04 - $70.18 $16.5K - $19.2K
28 $1K
TGT
Target Corp

Consumer Defensive
-170
- 54.49%
$88.76 - $105.77 $15.1K - $18K
142 $14K
GIS
General Mills Inc

Consumer Defensive
-260
- 94.2%
$50.37 - $60.97 $13.1K - $15.9K
16 $0
QJUN
First Tr ETF
-870
- 25.26%
$24.35 - $29.57 $21.2K - $25.7K
2.57K $76K
QCOM
Qualcomm Inc

Technology
-107
- 43.32%
$124.66 - $159.48 $13.3K - $17.1K
140 $22K
CTRA
Coterra Energy Inc.

Energy
-138
- 5.12%
$22.6 - $29.07 $3.12K - $4.01K
2.56K $64K
MO
Altria Group, Inc.

Consumer Defensive
-219
- 29.24%
$55.56 - $60.91 $12.2K - $13.3K
530 $31K
IWD
Ishares Russell 1000 Val ETF

ETFs
-63
- 64.29%
$166.82 - $194.23 $10.5K - $12.2K
35 $6K
SLB
Schlumberger Limited

Energy
-257
- 57.24%
$31.95 - $42.2 $8.21K - $10.8K
192 $6K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-222
- 68.73%
$49.73 - $51.44 $11K - $11.4K
101 $5K
BMY
Bristol Myers Squibb CO

Healthcare
-175
- 85.37%
$44.12 - $59.6 $7.72K - $10.4K
30 $1K
OMC
Omnicom Group Inc.

Communication Services
-121
- 67.6%
$69.22 - $79.77 $8.38K - $9.65K
58 $4K
VLO
Valero Energy Corp

Energy
-80
- 46.24%
$104.69 - $141.77 $8.38K - $11.3K
93 $12K
HPQ
Hp Inc

Technology
-299
- 36.37%
$21.88 - $29.32 $6.54K - $8.77K
523 $12K
V
Visa Inc.

Financial Services
-31
- 10.73%
$308.27 - $373.31 $9.56K - $11.6K
258 $91K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-353
- 86.31%
$22.66 - $26.12 $8K - $9.22K
56 $1K
CMCSA
Comcast Corp

Communication Services
-266
- 84.98%
$32.84 - $36.72 $8.74K - $9.77K
47 $1K
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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