Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Legacy Wealth Managment

Latest statistics and disclosures from Legacy Wealth Managment's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002045082

Tip: Access up to 7 years of quarterly data

Positions held by Legacy Wealth Managment consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Legacy Wealth Managment

Legacy Wealth Managment holds 698 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Legacy Wealth Managment has 698 total positions. Only the first 250 positions are shown.

Sign up to view all of the Legacy Wealth Managment Sept. 30, 2024 positions
Download the Legacy Wealth Managment September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
NeoVo (NEOV)	10.4	$18M	3.5M	5.11	View chart
Proshares Tr Bitcoin Etf (BITO)	8.3	$14M	587k	24.19	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	7.0	$12M	132k	91.60	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	6.3	$11M	109k	99.98	View chart
Simplify Exchange Traded Fun Volatility Prem (SVOL)	6.2	$11M	483k	21.93	View chart
Proshares Tr Ether Etf (EETH)	5.1	$8.8M	138k	63.63	View chart
Devon Energy Corporation (DVN)	4.7	$8.0M	205k	39.11	View chart
Fs Kkr Capital Corp (FSK)	4.6	$7.8M	370k	21.15	View chart
Spdr S&p 500 Etf Tr Put Put Option (Principal) (SPY)	4.3	$7.4M	12k	597.19	View chart
Ishares Tr Blackrock Ultra (ICSH)	3.2	$5.6M	110k	50.52	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	2.8	$4.8M	96k	50.20	View chart
Uscf Etf Tr Gold Strategy (USG)	2.3	$3.9M	134k	28.89	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	2.2	$3.8M	84k	45.68	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	2.1	$3.7M	149k	24.69	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	2.0	$3.5M	75k	46.48	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	1.6	$2.8M	60k	46.37	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	1.5	$2.5M	50k	50.81	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	1.2	$2.1M	33k	62.84	View chart
Ishares Tr Short Treas Bd (SHV)	1.2	$2.1M	19k	110.28	View chart
Pacer Fds Tr Pac Asset Fltg (FLRT)	1.2	$2.0M	41k	47.75	View chart
Duolingo Cl A Com (DUOL)	1.1	$1.9M	6.0k	323.43	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.8	$1.3M	12k	109.76	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.8	$1.3M	14k	96.71	View chart
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH)	0.8	$1.3M	56k	23.56	View chart
Advisorshares Tr Q Dynamic Growth (QPX)	0.7	$1.2M	33k	36.26	View chart
Amazon (AMZN)	0.6	$1.0M	4.9k	214.10	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.6	$1.0M	18k	57.74	View chart
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)	0.6	$1.0M	42k	23.87	View chart
Simplify Exchange Traded Fun Aggregate Bond E (AGGH)	0.5	$899k	44k	20.69	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$888k	3.0k	296.22	View chart
Easterly Government Properti reit (DEA)	0.5	$856k	65k	13.09	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.5	$829k	33k	25.51	View chart
Simplify Exchange Traded Fun Stable Incm Etf (BUCK)	0.5	$790k	32k	24.63	View chart
Apple (AAPL)	0.4	$750k	3.3k	225.12	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.4	$729k	16k	46.76	View chart
Etf Ser Solutions Distillate Smlmd (DSMC)	0.4	$684k	19k	37.03	View chart
Simplify Exchange Traded Fun Multi Qis Altern (QIS)	0.4	$673k	28k	24.32	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	0.4	$611k	20k	31.29	View chart
Nexpoint Diversified Rel Et Com New (NXDT)	0.3	$574k	99k	5.79	View chart
Nvidia Corporation Call Call Option (Principal) (NVDA)	0.3	$568k	3.9k	146.27	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.3	$540k	9.0k	59.86	View chart
First Tr Exchng Traded Fd Vi Vest Buffered (BUFT)	0.3	$535k	24k	22.38	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.3	$518k	17k	30.47	View chart
Microsoft Corporation (MSFT)	0.3	$466k	1.1k	425.20	View chart
Costco Wholesale Corporation (COST)	0.2	$355k	380.00	933.73	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.2	$349k	4.3k	81.79	View chart
Sitio Royalties Corp Class A Com (STR)	0.2	$347k	15k	23.70	View chart
Proshares Tr Ultrpro S&p500 (UPRO)	0.2	$340k	3.6k	95.17	View chart
Innovator Etfs Trust Equity Defined P (AJUL)	0.2	$326k	12k	26.97	View chart
Calamos Etf Tr S&p 500 Structur	0.2	$324k	13k	24.98	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.2	$323k	5.1k	62.71	View chart
Tesla Motors (TSLA)	0.2	$316k	956.00	330.24	View chart
Calamos Etf Tr Laddered S&p 500	0.2	$313k	12k	25.50	View chart
Flex Lng SHS (FLNG)	0.2	$311k	12k	25.65	View chart
First Tr Exchange Traded Growth Strength (FTGS)	0.2	$309k	9.4k	32.83	View chart
Exxon Mobil Corporation (XOM)	0.2	$307k	2.5k	121.47	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$304k	3.6k	84.70	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$266k	780.00	340.34	View chart
Crescent Energy Company Cl A Com (CRGY)	0.1	$231k	17k	13.80	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$228k	8.8k	25.92	View chart
First Tr Exchange-traded Buywrit Incm Etf (FTHI)	0.1	$219k	9.2k	23.76	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.1	$215k	4.0k	53.80	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$201k	492.00	408.62	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$197k	1.1k	180.49	View chart
Parker-Hannifin Corporation (PH)	0.1	$178k	252.00	706.46	View chart
Permian Resources Corp Class A Com (PR)	0.1	$174k	12k	15.13	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$169k	423.00	398.37	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$154k	862.00	178.88	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$152k	2.4k	64.37	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.1	$141k	1.1k	124.78	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$133k	284.00	468.10	View chart
First Tr Exchange-traded Rba Indl Etf (AIRR)	0.1	$132k	1.6k	83.85	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$125k	244.00	512.25	View chart
Cion Invt Corp (CION)	0.1	$124k	11k	11.37	View chart
First Tr Exchange-traded Nasdq Semcndtr (FTXL)	0.1	$123k	1.4k	89.10	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$119k	1.6k	75.24	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$117k	2.0k	59.63	View chart
First Tr Exchange-traded Energy Inm Partn (EIPX)	0.1	$116k	4.6k	25.19	View chart
Oneok (OKE)	0.1	$115k	1.1k	108.17	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.1	$114k	1.6k	71.64	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$112k	1.1k	105.47	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$108k	827.00	130.99	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$106k	2.6k	41.25	View chart
Apa Corporation (APA)	0.1	$104k	4.7k	22.02	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$98k	163.00	600.20	View chart
Eaton Corp SHS (ETN)	0.1	$98k	264.00	369.66	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$96k	1.6k	60.02	View chart
Cabot Oil & Gas Corporation (CTRA)	0.1	$96k	3.7k	25.61	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.1	$88k	1.2k	71.31	View chart
SM Energy (SM)	0.0	$83k	1.9k	43.72	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.0	$83k	2.7k	31.24	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$80k	146.00	549.03	View chart
Kimbell Rty Partners Unit (KRP)	0.0	$79k	4.9k	16.33	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$77k	451.00	171.43	View chart
Visa Com Cl A (V)	0.0	$77k	248.00	309.48	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.0	$76k	787.00	96.57	View chart
Meta Platforms Cl A (META)	0.0	$74k	128.00	580.00	View chart
Nxp Semiconductors N V (NXPI)	0.0	$73k	326.00	222.96	View chart
Intuit (INTU)	0.0	$71k	100.00	706.25	View chart
Nextera Energy (NEE)	0.0	$70k	941.00	74.24	View chart
Civitas Resources Com New (CIVI)	0.0	$66k	1.3k	51.14	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.0	$66k	1.6k	41.87	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$64k	542.00	118.24	View chart
Walt Disney Company (DIS)	0.0	$64k	623.00	102.72	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$63k	392.00	160.07	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.0	$60k	1.2k	50.76	View chart
Purple Innovatio (PRPL)	0.0	$60k	70k	0.85	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.0	$60k	683.00	87.48	View chart
Public Service Enterprise (PEG)	0.0	$59k	674.00	87.01	View chart
UnitedHealth (UNH)	0.0	$57k	94.00	605.87	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$56k	596.00	94.60	View chart
Mastercard Incorporated Cl A (MA)	0.0	$55k	105.00	521.89	View chart
Citizens Financial (CFG)	0.0	$54k	1.2k	46.42	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$54k	229.00	235.33	View chart
Innovator Etfs Trust Equity Defined P (JAJL)	0.0	$52k	1.9k	27.00	View chart
JPMorgan Chase & Co. (JPM)	0.0	$51k	212.00	241.16	View chart
Bce Com New (BCE)	0.0	$51k	1.9k	27.21	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$49k	231.00	210.38	View chart
Cintas Corporation (CTAS)	0.0	$48k	216.00	223.62	View chart
Verizon Communications (VZ)	0.0	$48k	1.2k	41.14	View chart
NiSource (NI)	0.0	$47k	1.3k	36.25	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$46k	784.00	59.05	View chart
Us Bancorp Del Com New (USB)	0.0	$45k	882.00	51.17	View chart
Broadcom (AVGO)	0.0	$45k	260.00	173.58	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$45k	253.00	178.00	View chart
Trane Technologies SHS (TT)	0.0	$44k	107.00	415.00	View chart
Wal-Mart Stores (WMT)	0.0	$43k	505.00	85.50	View chart
Regions Financial Corporation (RF)	0.0	$42k	1.6k	26.10	View chart
Lockheed Martin Corporation (LMT)	0.0	$42k	75.00	557.74	View chart
Alibaba Group Hldg Call Call Option (Principal) (BABA)	0.0	$41k	450.00	92.00	View chart
Home Depot (HD)	0.0	$41k	100.00	410.19	View chart
Paypal Holdings (PYPL)	0.0	$41k	466.00	87.31	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$40k	152.00	262.68	View chart
Metropcs Communications (TMUS)	0.0	$40k	164.00	240.88	View chart
Eagle Pt Cr (ECC)	0.0	$39k	4.2k	9.41	View chart
Qualcomm (QCOM)	0.0	$39k	240.00	160.42	View chart
Lumen Technologies (LUMN)	0.0	$38k	4.3k	8.89	View chart
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI)	0.0	$38k	1.9k	19.94	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.0	$37k	688.00	54.04	View chart
Phillips Edison & Co Common Stock (PECO)	0.0	$37k	933.00	39.11	View chart
Fifth Third Ban (FITB)	0.0	$36k	767.00	47.20	View chart
Williams Companies (WMB)	0.0	$36k	651.00	55.60	View chart
Neovo *w Exp 04/01/202 (NEOVW)	0.0	$36k	15k	2.41	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$36k	53.00	673.42	View chart
Lennar Corp Cl A (LEN)	0.0	$35k	210.00	166.34	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$34k	319.00	107.09	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$34k	249.00	136.19	View chart
Altria (MO)	0.0	$34k	609.00	55.25	View chart
Hca Holdings (HCA)	0.0	$34k	96.00	349.32	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$33k	66.00	494.62	View chart
International Paper Company (IP)	0.0	$32k	570.00	56.38	View chart
Okta Cl A (OKTA)	0.0	$32k	408.00	78.42	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$32k	216.00	146.83	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$31k	149.00	210.83	View chart
Direxion Shs Etf Tr Dly S&p500 2xs (SPUU)	0.0	$31k	203.00	154.32	View chart
Pepsi (PEP)	0.0	$31k	190.00	164.74	View chart
Quanta Services (PWR)	0.0	$31k	95.00	326.88	View chart
Citigroup Com New (C)	0.0	$31k	449.00	68.89	View chart
Occidental Petroleum Corporation (OXY)	0.0	$30k	595.00	51.12	View chart
Palantir Technologies Cl A (PLTR)	0.0	$30k	500.00	60.70	View chart
DTE Energy Company (DTE)	0.0	$30k	255.00	118.62	View chart
TJX Companies (TJX)	0.0	$30k	247.00	121.13	View chart
Entergy Corporation (ETR)	0.0	$30k	202.00	147.61	View chart
Chevron Corporation (CVX)	0.0	$29k	183.00	158.72	View chart
Amgen (AMGN)	0.0	$29k	96.00	301.45	View chart
American Tower Reit (AMT)	0.0	$29k	148.00	195.16	View chart
Duke Energy Corp Com New (DUK)	0.0	$29k	257.00	111.31	View chart
Ida (IDA)	0.0	$29k	243.00	117.33	View chart
Highland Opportunities Highland Income (HFRO)	0.0	$29k	5.3k	5.40	View chart
Northern Oil And Gas Inc Mn (NOG)	0.0	$28k	700.00	40.58	View chart
Cincinnati Financial Corporation (CINF)	0.0	$28k	188.00	150.78	View chart
Dycom Industries (DY)	0.0	$28k	150.00	186.09	View chart
Dole Ord Shs (DOLE)	0.0	$28k	1.9k	14.98	View chart
Target Corporation (TGT)	0.0	$28k	179.00	154.99	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.0	$28k	1.4k	19.77	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.0	$27k	1.1k	24.83	View chart
CVS Caremark Corporation (CVS)	0.0	$27k	500.00	54.27	View chart
Lowe's Companies (LOW)	0.0	$27k	98.00	272.33	View chart
Capital One Financial (COF)	0.0	$26k	142.00	185.54	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$26k	284.00	92.62	View chart
Unum (UNM)	0.0	$26k	370.00	71.02	View chart
Adobe Systems Incorporated (ADBE)	0.0	$26k	48.00	532.50	View chart
American Electric Power Company (AEP)	0.0	$26k	273.00	93.33	View chart
Novartis Sponsored Adr (NVS)	0.0	$25k	245.00	103.86	View chart
McDonald's Corporation (MCD)	0.0	$25k	85.00	297.35	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$25k	107.00	235.11	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.0	$25k	273.00	91.54	View chart
At&t (T)	0.0	$25k	1.1k	22.30	View chart
Apollo Global Mgmt (APO)	0.0	$25k	150.00	164.34	View chart
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)	0.0	$25k	378.00	64.90	View chart
Kla Corp Com New (KLAC)	0.0	$25k	38.00	644.55	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$24k	84.00	289.21	View chart
MetLife (MET)	0.0	$24k	294.00	82.02	View chart
Union Pacific Corporation (UNP)	0.0	$24k	100.00	240.41	View chart
Cisco Systems (CSCO)	0.0	$24k	400.00	59.18	View chart
Procter & Gamble Company (PG)	0.0	$24k	141.00	166.58	View chart
Veeva Sys Cl A Com (VEEV)	0.0	$23k	100.00	233.19	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.0	$23k	677.00	34.25	View chart
Inventrust Pptys Corp Com New (IVT)	0.0	$23k	763.00	30.37	View chart
Sempra Energy (SRE)	0.0	$23k	251.00	92.19	View chart
Anheuser Busch Inbev Sa Sponsored Adr (BUD)	0.0	$23k	413.00	55.80	View chart
International Business Machines (IBM)	0.0	$23k	108.00	210.95	View chart
Thermo Fisher Scientific (TMO)	0.0	$23k	42.00	541.90	View chart
Micron Technology Call Call Option (Principal) (MU)	0.0	$22k	224.00	99.92	View chart
Diamondback Energy (FANG)	0.0	$22k	122.00	182.25	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.0	$22k	434.00	50.46	View chart
Watsco, Incorporated (WSO)	0.0	$22k	40.00	543.08	View chart
Philip Morris International (PM)	0.0	$22k	173.00	125.24	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.0	$22k	183.00	118.13	View chart
salesforce (CRM)	0.0	$22k	63.00	341.73	View chart
Jd.com Spon Ads Cl A (JD)	0.0	$21k	600.00	35.69	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$21k	101.00	211.97	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$21k	90.00	237.63	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$21k	225.00	94.51	View chart
Marvell Technology (MRVL)	0.0	$21k	236.00	90.07	View chart
Roper Industries (ROP)	0.0	$21k	37.00	571.22	View chart
Ford Motor Company (F)	0.0	$21k	1.9k	11.10	View chart
EOG Resources (EOG)	0.0	$21k	153.00	134.35	View chart
Sofi Technologies (SOFI)	0.0	$20k	1.5k	13.50	View chart
Coinbase Global Com Cl A (COIN)	0.0	$20k	71.00	284.73	View chart
Advanced Micro Devices (AMD)	0.0	$20k	145.00	139.30	View chart
Sila Realty Trust Common Stock (SILA)	0.0	$20k	828.00	24.34	View chart
Linde SHS (LIN)	0.0	$20k	44.00	456.25	View chart
Check Point Software Tech Lt Ord (CHKP)	0.0	$20k	113.00	177.21	View chart
Coca-Cola Company (KO)	0.0	$20k	315.00	63.00	View chart
Hp (HPQ)	0.0	$19k	523.00	36.81	View chart
FirstEnergy (FE)	0.0	$19k	467.00	41.22	View chart
Range Resources (RRC)	0.0	$19k	566.00	33.91	View chart
Netflix (NFLX)	0.0	$19k	23.00	830.48	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$19k	102.00	186.67	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.0	$19k	355.00	53.53	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$19k	154.00	123.27	View chart
Comstock Resources (CRK)	0.0	$19k	1.4k	13.78	View chart
Wec Energy Group (WEC)	0.0	$19k	194.00	97.63	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.0	$19k	254.00	73.00	View chart
Dominion Resources (D)	0.0	$18k	321.00	56.58	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.0	$18k	183.00	97.57	View chart
Adams Express Company (ADX)	0.0	$18k	792.00	22.45	View chart
Lyondellbasell Industries N Shs - A - (LYB)	0.0	$18k	210.00	83.44	View chart
CSX Corporation (CSX)	0.0	$17k	477.00	36.48	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$17k	379.00	45.49	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$17k	93.00	183.72	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$17k	183.00	90.73	View chart
Starbucks Corporation (SBUX)	0.0	$17k	166.00	99.80	View chart
Nexpoint Real Estate Fin (NREF)	0.0	$17k	1.0k	16.53	View chart
Fidelity National Financial Fnf Group Com (FNF)	0.0	$17k	271.00	60.77	View chart
Spdr Ser Tr S&p Metals Mng (XME)	0.0	$17k	250.00	65.83	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$16k	205.00	79.41	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$16k	335.00	48.59	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$16k	124.00	130.73	View chart

Past Filings by Legacy Wealth Managment

SEC 13F filings are viewable for Legacy Wealth Managment going back to 2024

Legacy Wealth Managment 2024 Q3 filed Nov. 15, 2024

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z