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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.87B
$1.7 Million 1.2% of portfolio
6,025
Q3 2024 New
$4.37B
$156,000 0.11% of portfolio
11,468
Q3 2024 New
$7.3B
$115,000 0.08% of portfolio
4,726
Q3 2024 New
$5.45B
$76,000 0.05% of portfolio
1,907
Q3 2024 New
$4.39B
$65,000 0.05% of portfolio
1,299
Q3 2024 New
$5.44B
$29,000 0.02% of portfolio
150
Q3 2024 New
$3.23B
$24,000 0.02% of portfolio
700
Q3 2024 New
$4.52B
$35,000 0.02% of portfolio
933
Q3 2024 New
$5.9B
$25,000 0.02% of portfolio
243
Q3 2024 New
$8.93B
$30,000 0.02% of portfolio
4,275
Q3 2024 New
$9.38B
$10,000 0.01% of portfolio
158
Q3 2024 New
$2.03B
$21,000 0.01% of portfolio
763
Q3 2024 New
$8.53B
$8,000 0.01% of portfolio
88
Q3 2024 New
$6.21B
$11,000 0.01% of portfolio
112
Q3 2024 New
$7.46B
$8,000 0.01% of portfolio
343
Q3 2024 New
$2.7B
$9,000 0.01% of portfolio
200
Q3 2024 New
$7.41B
$11,000 0.01% of portfolio
232
Q3 2024 New
$3.93B
$12,000 0.01% of portfolio
706
Q3 2024 New
$8.84B
$17,000 0.01% of portfolio
566
Q3 2024 New
$2.34B
$10,000 0.01% of portfolio
400
Q3 2024 New
$4.25B
$12,000 0.01% of portfolio
72
Q3 2024 New
$4.38B
$9,000 0.01% of portfolio
200
Q3 2024 New
$3.12B
$15,000 0.01% of portfolio
1,376
Q3 2024 New
$7.6B
$11,000 0.01% of portfolio
158
Q3 2024 New
$4.91B
$13,000 0.01% of portfolio
255
Q3 2024 New
$8.92B
$0 0.0% of portfolio
18
Q3 2024 New
$2.42B
$2,000 0.0% of portfolio
14
Q3 2024 New
$4.04B
$0 0.0% of portfolio
23
Q3 2024 New
$4.04B
$0 0.0% of portfolio
44
Q3 2024 New
$3.72B
$6,000 0.0% of portfolio
74
Q3 2024 New
$6.92B
$0 0.0% of portfolio
5
Q3 2024 New
$3.82B
$0 0.0% of portfolio
32
Q3 2024 New
$6.44B
$2,000 0.0% of portfolio
20
Q3 2024 New
$4.48B
$6,000 0.0% of portfolio
270
Q3 2024 New
$8.73B
$1,000 0.0% of portfolio
8
Q3 2024 New
$7.88B
$0 0.0% of portfolio
4
Q3 2024 New
$5.63B
$0 0.0% of portfolio
6
Q3 2024 New
$6.94B
$0 0.0% of portfolio
2
Q3 2024 New
$2.1B
$0 0.0% of portfolio
22
Q3 2024 New
$4.29B
$5,000 0.0% of portfolio
130
Q3 2024 New
$4.49B
$3,000 0.0% of portfolio
49
Q3 2024 New
$2.2B
$2,000 0.0% of portfolio
51
Q3 2024 New
$5.9B
$0 0.0% of portfolio
16
Q3 2024 New
$7.62B
$2,000 0.0% of portfolio
275
Q3 2024 New
$6.84B
$0 0.0% of portfolio
9
Q3 2024 New
$9.11B
$0 0.0% of portfolio
40
Q3 2024 New
$7.7B
$4,000 0.0% of portfolio
150
Q3 2024 New
$2.04B
$0 0.0% of portfolio
3
Q3 2024 New
$3.65B
$0 0.0% of portfolio
4
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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