Legacy Wealth Managment, Llc/Id Portfolio Holdings

Legacy Wealth Managment, Llc/Id

  • $142 Million
  • Q3 2024

Legacy Wealth Managment, Llc/Id has filed its 13F form on November 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $142 Million distributed in 743 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $12.1M, Proshares Tr Bitcoin Strategy with a value of $11.3M, Goldman Sachs Access Treasury with a value of $10.9M, Neo Volta Inc. with a value of $10.8M, and Simplify ETF Simplify Volatili with a value of $10.6M.

Examining the 13F form we can see an increase of $142M in the current position value.

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 $142 Million
ETFs: $94.8 Million
Industrials: $11.4 Million
Energy: $9.69 Million
Financial Services: $9 Million
Technology: $4.19 Million
Consumer Cyclical: $1.68 Million
Real Estate: $1.05 Million
Communication Services: $707,000
Other: $1.59 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$159M
$10.8 Million 7.58% of portfolio
3,484,794
Q3 2024 New
$81.7M
$69,000 0.05% of portfolio
70,420
Q3 2024 New
$244M
$15,000 0.01% of portfolio
1,000
Q3 2024 New
$75.1M
$0 0.0% of portfolio
50
Q3 2024 New
$243M
$2,000 0.0% of portfolio
2,000
Q3 2024 New
$71.1M
$2,000 0.0% of portfolio
1,733
Q3 2024 New
$190M
$2,000 0.0% of portfolio
1,500
Q3 2024 New
$182M
$0 0.0% of portfolio
115
Q3 2024 New
$102M
$7,000 0.0% of portfolio
258
Q3 2024 New
$179M
$6,000 0.0% of portfolio
300
Q3 2024 New
$105M
$0 0.0% of portfolio
100
Q3 2024 New
$288M
$0 0.0% of portfolio
-
Q3 2024 New
$237M
$0 0.0% of portfolio
100
Q3 2024 New
$168M
$3,000 0.0% of portfolio
1,000
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 743
  • Current Value $142 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 698 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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