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
$3.89B
$156,000 0.11% of portfolio
11,468
Q3 2024 New
$6.85B
$115,000 0.08% of portfolio
4,726
Q3 2024 New
$4.57B
$76,000 0.05% of portfolio
1,907
Q3 2024 New
$3.7B
$65,000 0.05% of portfolio
1,299
Q3 2024 New
$4.96B
$29,000 0.02% of portfolio
150
Q3 2024 New
$2.9B
$24,000 0.02% of portfolio
700
Q3 2024 New
$4.46B
$35,000 0.02% of portfolio
933
Q3 2024 New
$5.5B
$25,000 0.02% of portfolio
243
Q3 2024 New
$5.99B
$30,000 0.02% of portfolio
4,275
Q3 2024 New
$8.49B
$10,000 0.01% of portfolio
158
Q3 2024 New
$2B
$21,000 0.01% of portfolio
763
Q3 2024 New
$7.21B
$8,000 0.01% of portfolio
88
Q3 2024 New
$6.29B
$11,000 0.01% of portfolio
112
Q3 2024 New
$7.09B
$8,000 0.01% of portfolio
343
Q3 2024 New
$2.62B
$9,000 0.01% of portfolio
200
Q3 2024 New
$2.36B
$17,000 0.01% of portfolio
792
Q3 2024 New
$3.55B
$12,000 0.01% of portfolio
706
Q3 2024 New
$8.65B
$17,000 0.01% of portfolio
566
Q3 2024 New
$2.07B
$10,000 0.01% of portfolio
400
Q3 2024 New
$3.88B
$12,000 0.01% of portfolio
72
Q3 2024 New
$4.07B
$9,000 0.01% of portfolio
200
Q3 2024 New
$3.58B
$15,000 0.01% of portfolio
1,376
Q3 2024 New
$6.62B
$11,000 0.01% of portfolio
158
Q3 2024 New
$4.78B
$13,000 0.01% of portfolio
255
Q3 2024 New
$7.95B
$0 0.0% of portfolio
18
Q3 2024 New
$2.3B
$2,000 0.0% of portfolio
14
Q3 2024 New
$4.14B
$0 0.0% of portfolio
23
Q3 2024 New
$9.67B
$1,000 0.0% of portfolio
28
Q3 2024 New
$3.9B
$0 0.0% of portfolio
44
Q3 2024 New
$3.51B
$6,000 0.0% of portfolio
74
Q3 2024 New
$6.6B
$0 0.0% of portfolio
5
Q3 2024 New
$3.26B
$0 0.0% of portfolio
32
Q3 2024 New
$6.87B
$2,000 0.0% of portfolio
20
Q3 2024 New
$4.51B
$6,000 0.0% of portfolio
270
Q3 2024 New
$7.42B
$0 0.0% of portfolio
4
Q3 2024 New
$4.54B
$0 0.0% of portfolio
6
Q3 2024 New
$6.13B
$0 0.0% of portfolio
2
Q3 2024 New
$2.27B
$0 0.0% of portfolio
22
Q3 2024 New
$4.79B
$5,000 0.0% of portfolio
130
Q3 2024 New
$4.53B
$3,000 0.0% of portfolio
49
Q3 2024 New
$2.51B
$2,000 0.0% of portfolio
51
Q3 2024 New
$6.06B
$0 0.0% of portfolio
16
Q3 2024 New
$8.39B
$2,000 0.0% of portfolio
275
Q3 2024 New
$7.07B
$0 0.0% of portfolio
9
Q3 2024 New
$7.28B
$4,000 0.0% of portfolio
150
Q3 2024 New
$2.05B
$0 0.0% of portfolio
3
Q3 2024 New
$3.2B
$0 0.0% of portfolio
4
Q3 2024 New
$5.35B
$1,000 0.0% of portfolio
12
Q3 2024 New
$2.42B
$1,000 0.0% of portfolio
15
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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