Legacy Wealth Managment, Llc/Id has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $120 Million distributed in 791 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Neo Volta Inc. with a value of $15.1M, Proshares Tr Bitcoin Strategy with a value of $11M, Spdr Bloomberg 1 3 Month T Bil with a value of $7.69M, First Tr ETF Viii Tcw Unconstr with a value of $6.89M, and Blackrock Ultra Short Term Bon with a value of $5.01M.
Examining the 13F form we can see an decrease of $1.28M in the current position value, from $122M to 120M.
Also it can be appreciated an additional of 67 stocks purchases and 1 closed positions.
Legacy Wealth Managment, Llc/Id is based out at Boise, ID
Below you can find more details about Legacy Wealth Managment, Llc/Id portfolio as well as his latest detailed transactions.
Portfolio value
$120 Million
ETFs: $77.7 Million
Industrials: $16 Million
Financial Services: $8.85 Million
Technology: $8.14 Million
Energy: $1.56 Million
Consumer Cyclical: $1.54 Million
Communication Services: $709,000
Consumer Defensive: $632,000
Other: $852,000
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
