Legacy Wealth Managment, Llc/Id has filed its 13F form on May 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $122 Million distributed in 860 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Devon Energy Corp with a value of $11.4M, Spdr Bloomberg 1 3 Month T Bil with a value of $10.6M, Proshares Tr Bitcoin Strategy with a value of $9.36M, Blackrock Ultra Short Term Bon with a value of $8.31M, and Neo Volta Inc. with a value of $7.86M.
Examining the 13F form we can see an decrease of $17.8M in the current position value, from $139M to 122M.
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
$122 Million
ETFs: $71.3 Million
Energy: $13.1 Million
Financial Services: $11 Million
Industrials: $8.68 Million
Technology: $6.65 Million
Consumer Cyclical: $1.42 Million
Consumer Defensive: $707,000
Communication Services: $662,000
Other: $828,000
Stock Holdings Table Market Cap. of $200 Billions or more
