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, JCPB, FBND, and represent 65.96% of Legacy Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: IXUS (+$55M), JCPB (+$17M), IVV, FBND, SCHM, JPST, IJR, XLK, MSFT, XLV.
- Started 21 new stock positions in XLF, AMZN, JNJ, NVDA, MSFT, SO, LLY, XLY, VOO, XLC. UNH, V, META, XLK, DFAC, XLP, IXUS, AVGO, HD, XLV, PG.
- Reduced shares in these 9 stocks: SCHK, IJH, IWB, SCHX, SCHA, AGG, SCHZ, IWM, SCHB.
- Legacy Wealth Management was a net buyer of stock by $87M.
- Legacy Wealth Management has $1.5B in assets under management (AUM), dropping by 11.68%.
- Central Index Key (CIK): 0001488921
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Portfolio Holdings for Legacy Wealth Management
Legacy Wealth Management holds 44 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 18.8 | $291M | 504k | 576.82 |
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| Ishares Tr Rus 1000 Etf (IWB) | 15.9 | $246M | 782k | 314.39 |
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| Schwab Strategic Tr 1000 Index Etf (SCHK) | 12.9 | $199M | 3.6M | 55.29 |
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| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 9.4 | $146M | +13% | 3.0M | 48.24 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 8.9 | $137M | +2% | 2.9M | 46.74 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 7.4 | $114M | +2% | 1.4M | 83.09 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 5.7 | $88M | -2% | 1.4M | 62.32 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 4.5 | $70M | +2% | 1.4M | 50.74 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 3.6 | $56M | +2% | 478k | 116.96 |
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| Ishares Tr Core Msci Total (IXUS) | 3.6 | $55M | NEW | 757k | 72.63 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 3.4 | $53M | -2% | 777k | 67.85 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.8 | $28M | 551k | 51.50 |
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| Hartford Fds Exchange Traded Mun Oportunite (HMOP) | 1.1 | $17M | +4% | 440k | 39.40 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.8 | $13M | 59k | 220.89 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $7.6M | 27k | 283.16 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $5.7M | 10k | 573.73 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $3.9M | -4% | 39k | 101.27 |
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| At&t (T) | 0.1 | $2.1M | +4% | 93k | 22.00 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $827k | 12k | 66.52 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $820k | NEW | 3.6k | 225.76 |
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| Apple (AAPL) | 0.0 | $757k | +224% | 3.2k | 233.00 |
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| Microsoft Corporation (MSFT) | 0.0 | $729k | NEW | 1.7k | 430.30 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $687k | NEW | 4.5k | 154.02 |
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| Select Sector Spdr Tr Financial (XLF) | 0.0 | $579k | NEW | 13k | 45.32 |
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| NVIDIA Corporation (NVDA) | 0.0 | $566k | NEW | 4.7k | 121.44 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $512k | -14% | 11k | 47.52 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $473k | 1.3k | 375.38 |
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| Meta Platforms Cl A (META) | 0.0 | $462k | NEW | 807.00 | 572.44 |
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| Amazon (AMZN) | 0.0 | $436k | NEW | 2.3k | 186.33 |
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| Southern Company (SO) | 0.0 | $434k | NEW | 4.8k | 90.18 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $379k | NEW | 1.9k | 200.37 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $357k | NEW | 677.00 | 527.36 |
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| Select Sector Spdr Tr Communication (XLC) | 0.0 | $356k | NEW | 3.9k | 90.40 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $345k | NEW | 4.2k | 83.00 |
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| Eli Lilly & Co. (LLY) | 0.0 | $332k | NEW | 374.00 | 886.59 |
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| Broadcom (AVGO) | 0.0 | $326k | NEW | 1.9k | 172.50 |
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| UnitedHealth (UNH) | 0.0 | $322k | NEW | 550.00 | 584.68 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $286k | 1.5k | 189.80 |
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| Visa Com Cl A (V) | 0.0 | $255k | NEW | 929.00 | 274.95 |
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| Home Depot (HD) | 0.0 | $252k | NEW | 622.00 | 405.20 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $248k | 508.00 | 488.39 |
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| Procter & Gamble Company (PG) | 0.0 | $214k | NEW | 1.2k | 173.20 |
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| Johnson & Johnson (JNJ) | 0.0 | $212k | NEW | 1.3k | 162.06 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $204k | NEW | 6.0k | 34.29 |
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Past Filings by Legacy Wealth Management
SEC 13F filings are viewable for Legacy Wealth Management going back to 2010
- Legacy Wealth Management 2024 Q3 filed Oct. 25, 2024
- Legacy Wealth Management 2024 Q2 filed July 12, 2024
- 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