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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.06B
$888,000 0.63% of portfolio
65,396
Q3 2024 New
$1.14B
$308,000 0.22% of portfolio
12,108
Q3 2024 New
$675M
$182,000 0.13% of portfolio
16,715
Q3 2024 New
$669M
$129,000 0.09% of portfolio
10,924
Q3 2024 New
$1.77B
$124,000 0.09% of portfolio
300
Q3 2024 New
$896M
$78,000 0.05% of portfolio
4,861
Q3 2024 New
$1.36B
$30,000 0.02% of portfolio
1,860
Q3 2024 New
$1.42B
$9,000 0.01% of portfolio
200
Q3 2024 New
$843M
$9,000 0.01% of portfolio
300
Q3 2024 New
$1.72B
$9,000 0.01% of portfolio
200
Q3 2024 New
$644M
$11,000 0.01% of portfolio
1,000
Q3 2024 New
$356M
$0 0.0% of portfolio
100
Q3 2024 New
$801M
$0 0.0% of portfolio
75
Q3 2024 New
$1.43B
$0 0.0% of portfolio
3
Q3 2024 New
$1.94B
$0 0.0% of portfolio
8
Q3 2024 New
$333M
$0 0.0% of portfolio
11
Q3 2024 New
$1.85B
$3,000 0.0% of portfolio
142
Q3 2024 New
$799M
$0 0.0% of portfolio
5
Q3 2024 New
$831M
$1,000 0.0% of portfolio
40
Q3 2024 New
$1.89B
$1,000 0.0% of portfolio
300
Q3 2024 New
$684M
$0 0.0% of portfolio
17
Q3 2024 New
$1.86B
$0 0.0% of portfolio
10
Q3 2024 New
$394M
$0 0.0% of portfolio
12
Q3 2024 New
$582M
$0 0.0% of portfolio
25
Q3 2024 New
$689M
$5,000 0.0% of portfolio
480
Q3 2024 New
$1.36B
$0 0.0% of portfolio
55
Q3 2024 New
$894M
$3,000 0.0% of portfolio
360
Q3 2024 New
$537M
$0 0.0% of portfolio
70
Q3 2024 New
$596M
$0 0.0% of portfolio
25
Q3 2024 New
$609M
$0 0.0% of portfolio
100
Q3 2024 New
$1.23B
$0 0.0% of portfolio
13
Q3 2024 New
$348M
$0 0.0% of portfolio
100
Q3 2024 New
$964M
$0 0.0% of portfolio
3
Q3 2024 New
$488M
$2,000 0.0% of portfolio
300
Q3 2024 New
$495M
$0 0.0% of portfolio
120
Q3 2024 New
$425M
$1,000 0.0% of portfolio
219
Q3 2024 New
$1.3B
$5,000 0.0% of portfolio
2,500
Q3 2024 New
$382M
$0 0.0% of portfolio
30
Q3 2024 New
$1.15B
$0 0.0% of portfolio
20
Q3 2024 New
$785M
$4,000 0.0% of portfolio
400
Q3 2024 New
$588M
$1,000 0.0% of portfolio
85
Q3 2024 New
$480M
$0 0.0% of portfolio
100
Q3 2024 New
$1.28B
$0 0.0% of portfolio
37
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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