Legacy Wealth Managment, Llc/Id Portfolio Holdings by Sector
Legacy Wealth Managment, Llc/Id
- $122 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
BIL BITO ICSH SVOL SPY GBIL UCON BUFD 239 stocks |
$69,383
60.67% of portfolio
|
94
|
43
|
49
|
- |
1
Calls
1
Puts
|
|
Oil & Gas E&P | Energy
DVN CRGY PR APA SM CTRA KRP CIVI 24 stocks |
$12,217
10.68% of portfolio
|
10
|
10
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
ECC FSK NXDT CION PHYS HFRO AMP ICMB 15 stocks |
$10,145
8.87% of portfolio
|
1
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
NEOV SLDP POWL VRT 4 stocks |
$7,861
6.87% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
MSTR DUOL INTU UBER CRM COIN CDNS COIN 20 stocks |
$3,943
3.45% of portfolio
|
5
|
3
|
3
|
- |
1
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1,928
1.69% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA NVDA AVGO TSM AMD NXPI QCOM MU 19 stocks |
$1,092
0.95% of portfolio
|
5
|
2
|
- | - |
1
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN MELI BABA EBAY DTC 5 stocks |
$784
0.69% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$744
0.65% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR ORCL CHKP SNPS ADBE PANW CRWD 16 stocks |
$679
0.59% of portfolio
|
4
|
3
|
3
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT TGT DLTR BJ 5 stocks |
$499
0.44% of portfolio
|
4
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM BP CVX SHEL 4 stocks |
$447
0.39% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG META SPOT 4 stocks |
$366
0.32% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
FLNG OKE WMB ET ENB KMI NVGS 7 stocks |
$335
0.29% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
PH ETN IR ROP GE EMR HI SXI 10 stocks |
$310
0.27% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA SOFI PYPL COF AXP BFH ENVA 9 stocks |
$283
0.25% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA BLBD TM F GM STLA NIO LCID 9 stocks |
$277
0.24% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT BLDR MAS LPX OC 5 stocks |
$220
0.19% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
PEG DTE ETR DUK IDA NEE WEC FE 10 stocks |
$200
0.17% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
BCE TMUS VZ T LUMN CMCSA IDCC KT 8 stocks |
$185
0.16% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B ACGL HIG ORI 4 stocks |
$176
0.15% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
CFG USB RF FITB TFC ZION 6 stocks |
$150
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM C HSBC BAC WFC 5 stocks |
$103
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
AMGN NVS ABBV BMY PFE LLY GILD JNJ 9 stocks |
$100
0.09% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML KLAC NVMI ONTO AMAT KLIC 6 stocks |
$100
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE DECK 2 stocks |
$90
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
HCA UHS CCRN OPCH THC 5 stocks |
$81
0.07% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
VRTX TGTX UTHR HALO NVO ARQT CORT BEAM 16 stocks |
$79
0.07% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CVS ELV CI 4 stocks |
$78
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BA LMT RTX TDG HEI VVX TXT CW 10 stocks |
$77
0.07% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS NFLX FOXA LYV NXST 5 stocks |
$69
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
MO PM 2 stocks |
$66
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
UNM MET JXN AFL 4 stocks |
$61
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW ARHS 3 stocks |
$55
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
NI 1 stocks |
$51
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS 1 stocks |
$47
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP CSX 2 stocks |
$41
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
LEN TMHC MHO KBH PHM DHI TOL 7 stocks |
$41
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG UL KMB 3 stocks |
$40
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT FPI 2 stocks |
$35
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI CME MCO 3 stocks |
$33
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
HPQ STX PSTG LOGI DDD QBTS IONQ QUBT 9 stocks |
$33
0.03% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
VLO MPC PBF 3 stocks |
$32
0.03% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
OMC IPG ZD 3 stocks |
$32
0.03% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
CINF WRB TRV CB HCI PGR 6 stocks |
$31
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
PWR ACM GLDD 3 stocks |
$31
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD BROS 2 stocks |
$30
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Specialty | Financial Services
FNF MTG ESNT NMIH AMBC 5 stocks |
$30
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$30
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM ACN CTSH AI DTST SAIC WYY 7 stocks |
$29
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
GIS CAG POST LW PPC 5 stocks |
$27
0.02% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Furnishings, Fixtures & Appliances | Consumer Cyclical
PRPL WHR IRBT COOK 4 stocks |
$26
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Brewers | Consumer Defensive
BUD SAM 2 stocks |
$25
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
IP GPK 2 stocks |
$25
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO ZBRA 2 stocks |
$25
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO CCEP COKE CELH 5 stocks |
$23
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV 1 stocks |
$23
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
WSO CNM TITN 3 stocks |
$21
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
EQX WPM GOLD 3 stocks |
$21
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
LKQ BWA QS HYLN 4 stocks |
$21
0.02% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Marine Shipping | Industrials
ZIM MATX 2 stocks |
$20
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
SLB TS HAL SOI 4 stocks |
$19
0.02% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT PCAR 2 stocks |
$19
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
BDX ISRG NVST 3 stocks |
$17
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
APD LYB OLN PPG 4 stocks |
$16
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
NREF RC 2 stocks |
$15
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS TW DFIN BTBT MS 5 stocks |
$15
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT GMED MDT BFLY NNOX 5 stocks |
$14
0.01% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
BBY ODP WSM ULTA CHPT GRWG MUSA 7 stocks |
$14
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
ADM CALM TSN 3 stocks |
$12
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
O FRT 2 stocks |
$11
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
EXPE NCLH CCL 3 stocks |
$11
0.01% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Steel | Basic Materials
STLD RS NUE 3 stocks |
$9
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Apparel Manufacturing | Consumer Cyclical
RL 1 stocks |
$9
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Hotel & Motel | Real Estate
HST 1 stocks |
$8
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
KMT SNA 2 stocks |
$8
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
CF FMC 2 stocks |
$8
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Broadcasting | Communication Services
FUBO TGNA 2 stocks |
$8
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
SFM ACI 2 stocks |
$7
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
SANM JBL FLEX 3 stocks |
$7
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
NEO TMO TWST FLGT 4 stocks |
$7
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
LUV AAL SKYW 3 stocks |
$7
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
CAH MCK ABC 3 stocks |
$7
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Chemicals | Basic Materials
ASIX 1 stocks |
$6
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
VPL 1 stocks |
$6
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC 1 stocks |
$6
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Paper & Paper Products | Basic Materials
SLVM 1 stocks |
$5
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Gambling | Consumer Cyclical
DKNG CHDN 2 stocks |
$4
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Metal Fabrication | Industrials
MLI 1 stocks |
$4
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$4
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
AVB EQR 2 stocks |
$4
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
VST NRG 2 stocks |
$4
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
EXR PLD 2 stocks |
$4
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
PFGC 1 stocks |
$4
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Education & Training Services | Consumer Defensive
PRDO 1 stocks |
$4
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Personal Services | Consumer Cyclical
HRB 1 stocks |
$4
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
BCC CRH.L 2 stocks |
$4
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
CHRW EXPD FDX 3 stocks |
$3
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Pharmaceutical Retailers | Healthcare
WBA 1 stocks |
$3
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
RCMT MMM 2 stocks |
$3
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Other Precious Metals & Mining | Basic Materials
GROY MTA 2 stocks |
$3
0.0% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Trucking | Industrials
TFII 1 stocks |
$3
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
SBS 1 stocks |
$3
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
SRE AES ALE 3 stocks |
$3
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
NTES 1 stocks |
$2
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Reinsurance | Financial Services
RE RNR 2 stocks |
$2
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
PAYX 1 stocks |
$2
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
VRSK 1 stocks |
$2
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
LNTH NBIX AMPH RDY RMTI SUPN 6 stocks |
$2
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Uranium | Energy
UEC CCJ 2 stocks |
$1
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Lumber & Wood Production | Basic Materials
SSD 1 stocks |
$1
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Solar | Technology
ENPH SEDG NOVA 3 stocks |
$1
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Diversified | Real Estate
VICI 1 stocks |
$1
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electronics & Computer Distribution | Technology
NSIT 1 stocks |
$1
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Silver | Basic Materials
AG 1 stocks |
$1
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
FTV 1 stocks |
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Shell Companies | Financial Services
SYM 1 stocks |
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
OHI 1 stocks |
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Mortgage Finance | Financial Services
COOP 1 stocks |
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Security & Protection Services | Industrials
ALLE 1 stocks |
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Beverages—Wineries & Distilleries | Consumer Defensive
MGPI 1 stocks |
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
H MAR 2 stocks |
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Communication Services | Communication Services
IGLD 1 stocks |
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
CARS 1 stocks |
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CSGP 1 stocks |
$0
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|