Legacy Wealth Management
Latest statistics and disclosures from Legacy Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHK, JPST, IWB, SCHM, IJH, and represent 79.22% of Legacy Wealth Management's stock portfolio.
- Added to shares of these 9 stocks: SCHX (+$39M), JCPB (+$16M), HMOP (+$14M), IJH, IJR, SCHA, SCHZ, SPY, SCHB.
- Started 1 new stock positions in HMOP.
- Reduced shares in these 10 stocks: SCHK (-$25M), SCHM (-$5.9M), JSCP (-$5.7M), JPST, IWB, SCHG, IWF, VTI, IVV, IWM.
- Sold out of its positions in SCHG.
- Legacy Wealth Management was a net buyer of stock by $30M.
- Legacy Wealth Management has $1.0B in assets under management (AUM), dropping by 8.59%.
- Central Index Key (CIK): 0001488921
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Portfolio Holdings for Legacy Wealth Management
Legacy Wealth Management holds 19 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr 1000 Index Etf (SCHK) | 29.5 | $309M | -7% | 8.4M | 36.93 | |
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 17.1 | $179M | -2% | 3.6M | 50.13 | |
| Ishares Tr Rus 1000 Etf (IWB) | 16.6 | $173M | 823k | 210.52 | ||
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 8.4 | $88M | -6% | 1.3M | 65.61 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 7.6 | $80M | +3% | 329k | 241.89 | |
| J P Morgan Exchange Traded F Short Dura Core (JSCP) | 4.5 | $47M | -10% | 1.0M | 45.70 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 4.0 | $42M | +1574% | 927k | 45.15 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 3.4 | $36M | +4% | 381k | 94.64 | |
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 3.2 | $33M | +92% | 719k | 45.93 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 2.2 | $23M | +2% | 577k | 40.51 | |
| Hartford Fds Exchange Traded Mun Oportunite (HMOP) | 1.4 | $14M | NEW | 384k | 37.56 | |
| Ishares Tr Russell 2000 Etf (IWM) | 1.0 | $11M | 61k | 174.36 | ||
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $5.1M | 27k | 191.19 | ||
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $3.9M | +2% | 10k | 382.43 | |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $718k | +3% | 16k | 44.81 | |
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $442k | +36% | 9.7k | 45.65 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $433k | -11% | 1.1k | 384.09 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $336k | -16% | 1.6k | 214.24 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $228k | 1.5k | 151.65 | ||
Past Filings by Legacy Wealth Management
SEC 13F filings are viewable for Legacy Wealth Management going back to 2010
- 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
- Legacy Wealth Management 2020 Q1 filed April 9, 2020
- Legacy Wealth Management 2019 Q4 filed Jan. 30, 2020
- Legacy Wealth Management 2019 Q3 filed Oct. 9, 2019
- Legacy Wealth Management 2019 Q2 filed July 17, 2019
- Legacy Wealth Management 2019 Q1 filed April 22, 2019