Legacy Wealth Management
Latest statistics and disclosures from Legacy Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, IWB, SCHK, FBND, JCPB, and represent 67.32% of Legacy Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: IVV (+$255M), IJH (+$71M), JCPB (+$8.2M), FBND, JPST, IJR, T, SPY, AAPL, HMOP.
- Started 3 new stock positions in AAPL, WBD, T.
- Reduced shares in these 10 stocks: SCHK (-$250M), SCHM, SCHX, IWB, SCHA, IWM, SCHB, IWF, SCHZ, IXUS.
- Legacy Wealth Management was a net buyer of stock by $86M.
- Legacy Wealth Management has $1.4B in assets under management (AUM), dropping by 7.42%.
- Central Index Key (CIK): 0001488921
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Legacy Wealth Management holds 25 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Past Filings by Legacy Wealth Management
SEC 13F filings are viewable for Legacy Wealth Management going back to 2010
- Legacy Wealth Management 2024 Q1 filed April 12, 2024
- Legacy Wealth Management 2023 Q4 filed Jan. 23, 2024
- Legacy Wealth Management 2023 Q3 filed Oct. 25, 2023
- Legacy Wealth Management 2023 Q2 filed July 18, 2023
- Legacy Wealth Management 2023 Q1 filed April 11, 2023
- Legacy Wealth Management 2022 Q4 filed Jan. 18, 2023
- Legacy Wealth Management 2022 Q3 filed Oct. 12, 2022
- Legacy Wealth Management 2022 Q2 filed July 22, 2022
- Legacy Wealth Management 2022 Q1 filed April 27, 2022
- Legacy Wealth Management 2021 Q4 filed Jan. 19, 2022
- Legacy Wealth Management 2021 Q3 filed Oct. 15, 2021
- Legacy Wealth Management 2021 Q2 filed July 14, 2021
- Legacy Wealth Management 2021 Q1 filed April 20, 2021
- Legacy Wealth Management 2020 Q4 filed Jan. 29, 2021
- Legacy Wealth Management 2020 Q3 filed Oct. 14, 2020
- Legacy Wealth Management 2020 Q2 filed July 28, 2020