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Legacy Wealth Managment

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

Top 5 stock holdings are STEX, NEOV, BIL, ORCL, BUFR, and represent 39.52% of Legacy Wealth Managment's stock portfolio.
Added to shares of these 10 stocks: ORCL (+$6.4M), FMAY, NEOV, STEX, YGLD, BUFR, CION, VNOM, FTSM, ECC.
Started 97 new stock positions in TRTX, AGZ, PSA, FDN, YGLD, QAI, AGNC, AOA, CRDO, TTC.
Reduced shares in these 10 stocks: ETHU (-$10M), UCON (-$5.1M), BITO, USG, SPY, HIGH, SVOL, BIL, QLD, SSO.
Sold out of its positions in AES, COR, MJ, ARQT, ARHS, BTCM, Blackrock Tcp Capital Corp, BLBD, Bread Financial Holdings, BMY.
Legacy Wealth Managment was a net buyer of stock by $25M.
Legacy Wealth Managment has $221M in assets under management (AUM), dropping by 15.13%.
Central Index Key (CIK): 0002045082

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Portfolio Holdings for Legacy Wealth Managment

Legacy Wealth Managment holds 774 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Legacy Wealth Managment has 774 total positions. Only the first 250 positions are shown.

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Download the Legacy Wealth Managment September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Streamex Corp Call Call Option (Principal) (STEX)	19.6	$43M	+10%	7.5M	5.76	View chart
NeoVo (NEOV)	11.1	$25M	+20%	5.5M	4.46	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	3.1	$7.0M	-9%	76k	91.75	View chart
Oracle Corporation (ORCL)	2.9	$6.5M	+4601%	23k	281.24	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	2.7	$6.0M	+163%	180k	33.42	View chart
Proshares Tr Bitcoin Etf (BITO)	2.6	$5.8M	-41%	296k	19.68	View chart
Eagle Pt Cr (ECC)	2.6	$5.6M	+67%	854k	6.61	View chart
Ishares Tr Ultra Short Dur (ICSH)	2.4	$5.3M	+6%	105k	50.75	View chart
Fs Kkr Capital Corp (FSK)	1.9	$4.3M	+70%	287k	14.93	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	1.9	$4.3M	NEW	81k	52.25	View chart
Simplify Exchange Traded Fun Gold Strategy Pl (YGLD)	1.8	$4.0M	NEW	98k	40.42	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	1.7	$3.7M	+540%	63k	59.91	View chart
Cion Invt Corp (CION)	1.5	$3.4M	+4580%	361k	9.48	View chart
Viper Energy Cl A (VNOM)	1.5	$3.3M	NEW	86k	38.22	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	1.4	$3.1M	+5%	112k	27.64	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	1.4	$3.1M	+34%	31k	100.23	View chart
Volatility Shs Tr 2x Ether Etf New (ETHU)	1.4	$3.0M	-76%	23k	129.86	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	1.2	$2.6M	+4%	75k	34.84	View chart
Strategy Cl A New (MSTR)	1.1	$2.4M	+9%	7.5k	322.21	View chart
First Tr Exchng Traded Fd Vi Vest Nasdaq 100 (QMMY)	1.0	$2.1M	NEW	86k	24.49	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.9	$2.0M	-8%	43k	47.55	View chart
First Tr Exchng Traded Fd Vi Vest Buffered (BUFT)	0.9	$2.0M	+3%	83k	24.16	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.9	$2.0M	-10%	37k	54.16	View chart
Simplify Exchange Traded Fun Volatility Prem (SVOL)	0.9	$1.9M	-33%	108k	18.00	View chart
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH)	0.9	$1.9M	-54%	83k	23.09	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.9	$1.9M	-72%	76k	25.19	View chart
Msc Income Fund (MSIF)	0.8	$1.8M	NEW	141k	13.13	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.8	$1.7M	+25%	18k	96.46	View chart
First Tr Exchange-traded Growth Strength (FTGS)	0.8	$1.7M	+16%	49k	35.91	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.8	$1.7M	+18%	26k	67.26	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.8	$1.7M	+4%	38k	45.84	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.7	$1.6M	+17%	18k	88.96	View chart
Pacer Fds Tr Aristotle Pacifi (FLRT)	0.7	$1.6M	+10%	33k	47.39	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.7	$1.5M	+5%	24k	65.00	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.7	$1.5M	+6552%	20k	76.40	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.7	$1.5M	-32%	11k	137.20	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$1.5M	+22%	2.2k	669.17	View chart
Ishares Tr Short Treas Bd (SHV)	0.7	$1.5M	+49%	13k	110.49	View chart
Duolingo Cl A Com (DUOL)	0.7	$1.4M		4.5k	321.84	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.6	$1.3M	+1576%	43k	31.11	View chart
Calamos Etf Tr Bitcoin Structur (CBOA)	0.6	$1.3M	-10%	49k	26.68	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.6	$1.3M	+9%	25k	50.23	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.6	$1.2M	-36%	11k	112.13	View chart
Spdr Gold Tr Gold Shs (GLD)	0.6	$1.2M	+1734%	3.5k	355.47	View chart
Tidal Trust Ii Return Stacked B (RSBA)	0.5	$1.2M	NEW	56k	21.34	View chart
Nvidia Corporation Call Call Option (Principal) (NVDA)	0.5	$1.1M		5.9k	186.58	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$1.0M	-11%	3.1k	328.12	View chart
Apple (AAPL)	0.5	$1.0M	-12%	4.0k	254.63	View chart
Amazon (AMZN)	0.4	$976k	+7%	4.4k	219.57	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.4	$930k	NEW	17k	54.73	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCJL)	0.4	$879k	NEW	38k	23.28	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.4	$798k	+12%	31k	25.85	View chart
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)	0.3	$748k	-4%	29k	25.90	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.3	$745k	+9%	31k	23.71	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.3	$740k	+1045%	11k	65.00	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.3	$709k	+13%	9.3k	76.01	View chart
Flexshares Tr Flexshares Ultra (RAVI)	0.3	$707k	+596%	9.4k	75.63	View chart
Advisorshares Tr Q Dynamic Growth (QPX)	0.3	$694k	-15%	16k	42.96	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.3	$642k	+13%	4.3k	151.08	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.3	$636k	+7%	13k	49.31	View chart
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK)	0.3	$616k	+16%	26k	23.85	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.3	$598k	+13%	6.2k	96.68	View chart
Simplify Exchange Traded Fun Aggregate Bond E (AGGH)	0.3	$595k	+6%	29k	20.71	View chart
First Tr Exchange Traded Nasdq Semcndtr (FTXL)	0.3	$592k	+15%	5.3k	111.83	View chart
Microsoft Corporation (MSFT)	0.2	$551k		1.1k	517.97	View chart
Easterly Govt Pptys Com Shs (DEA)	0.2	$541k	+12%	24k	22.93	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.2	$524k	+12%	3.8k	137.74	View chart
First Tr Exchange-traded Energy Inm Partn (EIPX)	0.2	$479k	+12%	18k	26.17	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.2	$447k	+911%	9.0k	49.83	View chart
Costco Wholesale Corporation (COST)	0.2	$437k	+11%	472.00	925.63	View chart
Simplify Exchange Traded Fun Multi Qis Altern (QIS)	0.2	$436k	+18%	23k	19.17	View chart
Tesla Motors (TSLA)	0.2	$417k	-18%	937.00	444.72	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$406k	-9%	4.0k	100.25	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.2	$404k	NEW	4.6k	88.14	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$398k	NEW	662.00	600.44	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$332k	+10%	5.1k	65.25	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$324k	+129%	645.00	502.74	View chart
Nexpoint Diversified Rel Et Com New (NXDT)	0.1	$323k	+6%	88k	3.69	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$307k		762.00	402.42	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.1	$302k	+2%	6.3k	47.61	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$270k	+25%	1.1k	243.12	View chart
Exxon Mobil Corporation (XOM)	0.1	$264k	-2%	2.3k	112.74	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.1	$261k	-16%	4.5k	57.96	View chart
Etf Ser Solutions Distillate Smlmd (DSMC)	0.1	$260k	-21%	7.3k	35.88	View chart
Simplify Exchange Traded Fun Barrier Income (SBAR)	0.1	$259k	+61%	9.9k	26.26	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$251k	-26%	2.5k	100.69	View chart
UnitedHealth (UNH)	0.1	$249k	+41%	721.00	345.51	View chart
Flex Lng SHS (FLNG)	0.1	$229k	+7%	9.1k	25.20	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$224k	+16%	2.5k	89.77	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$212k	-2%	5.0k	42.79	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$198k	-9%	423.00	468.41	View chart
Parker-Hannifin Corporation (PH)	0.1	$191k		252.00	758.15	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$184k	-16%	756.00	243.55	View chart
Broadcom (AVGO)	0.1	$176k	+4%	534.00	330.07	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (SQMX)	0.1	$176k	+2%	5.4k	32.57	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$172k	-2%	2.3k	74.37	View chart
BP Sponsored Adr (BP)	0.1	$171k		5.0k	34.46	View chart
Tidal Trust Ii Return Stckd Us (RSST)	0.1	$170k	NEW	6.4k	26.46	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.1	$166k	+190%	2.1k	78.35	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$161k	+2%	1.4k	118.86	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.1	$153k		4.2k	36.42	View chart
Palantir Technologies Cl A (PLTR)	0.1	$152k	-10%	833.00	182.40	View chart
Crescent Energy Company Cl A Com (CRGY)	0.1	$152k	+6%	17k	8.92	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$150k	NEW	728.00	206.51	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$147k		2.9k	50.26	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$145k	+77%	4.4k	32.82	View chart
Ftai Infrastructure Common Stock (FIP)	0.1	$144k		33k	4.36	View chart
RBB Us Treas 3 Mnth (TBIL)	0.1	$142k		2.8k	50.00	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.1	$141k	-8%	3.0k	46.41	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$139k		2.7k	50.59	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$138k	-6%	2.4k	57.46	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$132k	+21%	2.0k	65.92	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$131k	+11%	469.00	279.29	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$125k	-96%	187.00	667.43	View chart
JPMorgan Chase & Co. (JPM)	0.1	$123k	-2%	388.00	315.62	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.1	$121k		2.8k	43.77	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$121k	-4%	430.00	281.83	View chart
Permian Resources Corp Class A Com (PR)	0.1	$120k		9.4k	12.80	View chart
Meta Platforms Cl A (META)	0.1	$113k	-2%	154.00	735.40	View chart
Apa Corporation (APA)	0.1	$112k	+4%	4.6k	24.28	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$108k	-16%	1.8k	59.91	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.0	$107k	-17%	1.0k	103.40	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$106k	-14%	430.00	247.18	View chart
Doubleline Etf Trust Shiller Cape U S (CAPE)	0.0	$104k		3.2k	32.58	View chart
Blackrock Etf Trust Disciplined Vola	0.0	$103k	NEW	4.1k	25.00	View chart
Sofi Technologies (SOFI)	0.0	$98k	+11%	3.7k	26.42	View chart
Proshares Tr Ultrpro S&p500 (UPRO)	0.0	$92k	+18%	828.00	111.49	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$92k		1.1k	87.31	View chart
Direxion Shs Etf Tr Dly S&p500 2xs (SPUU)	0.0	$92k	+6%	513.00	179.81	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.0	$92k		1.8k	50.78	View chart
Calamos Etf Tr Calamos Bit 90 S (CBXJ)	0.0	$90k	-41%	3.2k	27.73	View chart
Eaton Corp SHS (ETN)	0.0	$89k	-4%	238.00	374.25	View chart
Visa Com Cl A (V)	0.0	$87k		254.00	341.45	View chart
SM Energy (SM)	0.0	$86k	+3%	3.4k	24.97	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$85k		232.00	365.48	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$85k	-10%	1.1k	78.09	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$83k	-34%	447.00	186.49	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$78k	-7%	81.00	968.10	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$77k	NEW	1.1k	73.46	View chart
Intuit (INTU)	0.0	$74k		108.00	682.92	View chart
Cabot Oil & Gas Corporation (CTRA)	0.0	$69k	+13%	2.9k	23.65	View chart
Advanced Micro Devices (AMD)	0.0	$67k		413.00	161.79	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$66k		542.00	122.45	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$66k	-26%	143.00	463.52	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.0	$66k	-6%	547.00	121.06	View chart
Civitas Resources Com New (CIVI)	0.0	$66k	+5%	2.0k	32.50	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$64k	+2%	1.1k	57.10	View chart
Devon Energy Corporation (DVN)	0.0	$62k	-14%	1.8k	35.07	View chart
Citizens Financial (CFG)	0.0	$62k		1.2k	53.16	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$60k	+85%	1.3k	46.96	View chart
Mackenzie Rlty Cap Com New (MKZR)	0.0	$60k	NEW	12k	4.92	View chart
Kimbell Rty Partners Unit (KRP)	0.0	$59k	+8%	4.4k	13.49	View chart
Micron Technology (MU)	0.0	$59k	+64%	352.00	167.32	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$58k	NEW	278.00	209.26	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$58k	-20%	120.00	479.62	View chart
Mastercard Incorporated Cl A (MA)	0.0	$58k	-3%	101.00	568.81	View chart
Spdr Series Trust S&P 600 SMCP GRW (SLYG)	0.0	$56k	+226%	598.00	94.31	View chart
Celestica (CLS)	0.0	$56k	-54%	227.00	246.38	View chart
Amplify Etf Tr Amplify Bluestar (ITEQ)	0.0	$56k		953.00	58.65	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.0	$56k	-4%	975.00	57.17	View chart
Public Service Enterprise (PEG)	0.0	$56k		666.00	83.46	View chart
Uscf Etf Tr Gold Strategy (USG)	0.0	$55k	-98%	1.4k	38.80	View chart
Tidal Trust Ii Roundhill Gener (CHAT)	0.0	$55k		893.00	61.50	View chart
Tidal Trust Ii Yieldmax Mstr Op (MSTY)	0.0	$55k	-67%	3.9k	13.96	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$55k	-7%	89.00	612.38	View chart
Oneok (OKE)	0.0	$54k		742.00	72.97	View chart
NiSource (NI)	0.0	$54k	-3%	1.2k	43.30	View chart
Calamos Etf Tr Russell 2000 Str (CPRO)	0.0	$54k		2.0k	26.68	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.0	$51k		575.00	89.37	View chart
Grayscale Ethereum Trust Etf SHS (ETHE)	0.0	$51k		1.5k	34.27	View chart
Calamos Etf Tr Laddered S&p 500 (CPSL)	0.0	$51k		1.9k	26.85	View chart
Wal-Mart Stores (WMT)	0.0	$51k		496.00	103.06	View chart
The Real Brokerage Com New (REAX)	0.0	$50k	NEW	12k	4.18	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$49k		281.00	174.58	View chart
Walt Disney Company (DIS)	0.0	$47k	-3%	413.00	114.50	View chart
Listed Fds Tr Roundhill Magnif (MAGS)	0.0	$46k		704.00	64.86	View chart
Citigroup Com New (C)	0.0	$46k		449.00	101.50	View chart
J P Morgan Exchange Traded F Us Momentum (JMOM)	0.0	$45k		669.00	67.90	View chart
Trane Technologies SHS (TT)	0.0	$45k	-82%	107.00	421.96	View chart
Nexpoint Real Estate Fin (NREF)	0.0	$45k	+77%	3.2k	14.18	View chart
Nxp Semiconductors N V (NXPI)	0.0	$45k		196.00	227.73	View chart
Cintas Corporation (CTAS)	0.0	$44k		216.00	205.26	View chart
Lockheed Martin Corporation (LMT)	0.0	$44k	+214%	88.00	499.22	View chart
Bce Com New (BCE)	0.0	$44k		1.9k	23.39	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.0	$43k	+2%	1.4k	29.62	View chart
Us Bancorp Del Com New (USB)	0.0	$43k	-36%	882.00	48.33	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$42k		218.00	194.50	View chart
Regions Financial Corporation (RF)	0.0	$42k		1.6k	26.37	View chart
Global X Fds Global X Silver (SIL)	0.0	$42k	+74%	587.00	71.63	View chart
Uber Technologies (UBER)	0.0	$42k	-9%	427.00	97.97	View chart
Hca Holdings (HCA)	0.0	$42k	-40%	98.00	426.20	View chart
Quanta Services (PWR)	0.0	$41k		99.00	414.42	View chart
International Business Machines (IBM)	0.0	$41k		145.00	282.17	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.0	$41k		1.1k	37.19	View chart
Purple Innovatio (PRPL)	0.0	$41k	+52%	44k	0.93	View chart
McDonald's Corporation (MCD)	0.0	$40k	+54%	131.00	303.89	View chart
Boeing Company (BA)	0.0	$40k		184.00	215.83	View chart
Ishares Msci Jpn Etf New (EWJ)	0.0	$40k	+198%	495.00	80.21	View chart
First Tr Exchange-traded Structured Cr In (SCIO)	0.0	$40k	+11%	1.9k	20.76	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$40k	+662%	1.7k	23.12	View chart
Metropcs Communications (TMUS)	0.0	$39k		164.00	239.38	View chart
Monolithic Power Systems (MPWR)	0.0	$39k	+600%	42.00	920.66	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.0	$39k	+6171%	878.00	43.92	View chart
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI)	0.0	$38k		1.9k	19.82	View chart
TJX Companies (TJX)	0.0	$37k		256.00	144.56	View chart
Kla Corp Com New (KLAC)	0.0	$37k		34.00	1078.62	View chart
Home Depot (HD)	0.0	$36k	-7%	89.00	405.27	View chart
DTE Energy Company (DTE)	0.0	$36k	-3%	255.00	141.43	View chart
Altria (MO)	0.0	$35k		535.00	66.09	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.0	$35k	-7%	638.00	55.33	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$35k	NEW	441.00	79.93	View chart
Williams Companies (WMB)	0.0	$35k		555.00	63.35	View chart
Entergy Corporation (ETR)	0.0	$35k		374.00	93.19	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$35k		249.00	139.67	View chart
Ishares Tr Core Msci Intl (IDEV)	0.0	$35k		430.00	80.17	View chart
Fifth Third Ban (FITB)	0.0	$34k		767.00	44.55	View chart
At&t (T)	0.0	$34k	+9%	1.2k	28.25	View chart
Veeva Sys Cl A Com (VEEV)	0.0	$34k	+2%	113.00	297.91	View chart
Highland Opps & Income Highland Income (HFRO)	0.0	$33k		5.2k	6.35	View chart
Ida (IDA)	0.0	$32k		243.00	132.15	View chart
Neovo *w Exp 04/01/202 (NEOVW)	0.0	$32k	-11%	16k	2.00	View chart
Verizon Communications (VZ)	0.0	$32k	-14%	726.00	43.95	View chart
Novartis Sponsored Adr (NVS)	0.0	$31k		245.00	128.24	View chart
Zim Integrated Shipping Serv SHS (ZIM)	0.0	$31k	+43%	2.3k	13.55	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.0	$31k	+745%	609.00	50.73	View chart
Capital One Financial (COF)	0.0	$30k		142.00	212.58	View chart
Duke Energy Corp Com New (DUK)	0.0	$30k		240.00	123.75	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.0	$30k	NEW	106.00	279.85	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$29k	+97%	329.00	89.34	View chart
Unum (UNM)	0.0	$29k		370.00	77.78	View chart
Bitmine Immersion Tecnologie Com New (BMNR)	0.0	$29k	NEW	550.00	51.93	View chart
Sprott Etf Trust Gold Miners Etf (SGDM)	0.0	$29k		460.00	62.00	View chart
Caterpillar (CAT)	0.0	$28k		59.00	477.15	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$28k	NEW	278.00	100.69	View chart
Intel Corporation (INTC)	0.0	$28k	+64%	832.00	33.55	View chart
Amgen (AMGN)	0.0	$27k		96.00	282.21	View chart
American Tower Reit (AMT)	0.0	$27k		140.00	192.32	View chart
Doubleline Income Solutions (DSL)	0.0	$27k	NEW	2.2k	12.28	View chart
Lumen Technologies (LUMN)	0.0	$26k		4.3k	6.12	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$26k		101.00	256.46	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$26k		66.00	391.65	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.0	$26k		504.00	51.04	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.0	$26k		677.00	37.70	View chart
Ishares Tr Core Msci Euro (IEUR)	0.0	$25k		367.00	68.12	View chart
Occidental Petroleum Corporation (OXY)	0.0	$25k		525.00	47.25	View chart
Anheuser Busch Inbev Sa Sponsored Adr (BUD)	0.0	$25k		413.00	59.61	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	0.0	$24k	+3%	244.00	99.03	View chart
Union Pacific Corporation (UNP)	0.0	$24k		100.00	236.37	View chart
Check Point Software Tech Lt Ord (CHKP)	0.0	$23k		113.00	206.91	View chart
Spdr Series Trust S&p Metals Mng (XME)	0.0	$23k		250.00	93.19	View chart

Past Filings by Legacy Wealth Managment

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

Legacy Wealth Managment 2025 Q3 filed Nov. 12, 2025
Legacy Wealth Managment 2025 Q2 filed Aug. 6, 2025
Legacy Wealth Managment 2025 Q1 filed May 16, 2025
Legacy Wealth Managment 2024 Q4 filed Feb. 13, 2025
Legacy Wealth Managment 2024 Q3 filed Nov. 15, 2024

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