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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 DVN, BIL, BITO, ICSH, NEOV, and represent 33.65% of Legacy Wealth Managment's stock portfolio.
Added to shares of these 10 stocks: BALT, JBND, BSGM, ICSH, VTI, IEF, IVV, Volatility Shs Tr, BUFZ, BIL.
Started 106 new stock positions in IJH, ZIM, PAYC, FTEC, APPS, FNDF, Regulus Therapeutics, FNDX, RC, BABA.
Reduced shares in these 10 stocks: JCPB, JAAA, GSY, SVOL, JPIE, GBIL, HIGH, Easterly Government Properti reit, DSTL, UCON.
Sold out of its positions in APO, TECH, BHM, BAH, CDW, CSGS, CPT, CMI, DG, Easterly Government Properti reit.
Legacy Wealth Managment was a net seller of stock by $-567k.
Legacy Wealth Managment has $142M in assets under management (AUM), dropping by -9.59%.
Central Index Key (CIK): 0002045082

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Portfolio Holdings for Legacy Wealth Managment

Legacy Wealth Managment holds 812 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Legacy Wealth Managment has 812 total positions. Only the first 250 positions are shown.

Sign up to view all of the Legacy Wealth Managment March 31, 2025 positions
Download the Legacy Wealth Managment March 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Devon Energy Corporation (DVN)	8.1	$11M		306k	37.40	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	7.5	$11M	+3%	116k	91.73	View chart
Proshares Tr Bitcoin Etf (BITO)	6.6	$9.4M		511k	18.32	View chart
Ishares Tr Ultra Short-term (ICSH)	5.9	$8.3M	+22%	164k	50.70	View chart
NeoVo (NEOV)	5.6	$7.9M	+2%	3.6M	2.17	View chart
Eagle Pt Cr (ECC)	4.6	$6.6M	-4%	809k	8.10	View chart
Simplify Exchange Traded Fun Volatility Prem (SVOL)	3.0	$4.2M	-30%	233k	18.18	View chart
Biosig Technologies (BSGM)	2.6	$3.7M	+72%	6.2M	0.60	View chart
Spdr S&p 500 Etf Tr Put Put Option (Principal) (SPY)	2.6	$3.7M		6.6k	559.39	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	2.4	$3.5M	-28%	35k	100.18	View chart
Volatility Shs Tr 2x Ether Etf	2.4	$3.4M	+19%	1.9M	1.83	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	2.2	$3.2M	-15%	128k	24.75	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	2.2	$3.1M	+3617%	99k	31.38	View chart
Fs Kkr Capital Corp (FSK)	2.2	$3.1M	-14%	148k	20.95	View chart
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH)	2.2	$3.1M	-21%	141k	21.94	View chart
Uscf Etf Tr Gold Strategy (USG)	1.8	$2.6M	-4%	75k	34.35	View chart
Microstrategy Cl A New (MSTR)	1.7	$2.4M	+10%	8.2k	288.27	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	1.5	$2.1M	NEW	39k	53.52	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.4	$1.9M	+167%	7.0k	274.83	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	1.4	$1.9M	+13%	77k	24.95	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	1.3	$1.9M	-17%	42k	45.65	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	1.3	$1.8M	-47%	39k	46.07	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	1.1	$1.5M	+13%	51k	29.86	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	1.0	$1.5M	+14%	50k	29.69	View chart
Pacer Fds Tr Pac Asset Fltg (FLRT)	1.0	$1.4M	-18%	30k	47.09	View chart
Duolingo Cl A Com (DUOL)	1.0	$1.4M		4.5k	310.54	View chart
First Tr Exchng Traded Fd Vi Vest Buffered (BUFT)	0.9	$1.3M	+19%	57k	22.45	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.9	$1.3M	-61%	25k	50.12	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.8	$1.2M	NEW	12k	95.37	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.7	$1.0M	+7%	18k	58.54	View chart
Ishares Tr Short Treas Bd (SHV)	0.7	$975k	-18%	8.8k	110.46	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.7	$972k	-7%	16k	59.68	View chart
First Tr Exchange-traded Growth Strength (FTGS)	0.7	$960k	+7%	32k	29.75	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.7	$959k	+16%	12k	79.86	View chart
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)	0.7	$921k	+71%	39k	23.50	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$920k	+694%	1.6k	561.90	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.5	$776k	+53%	16k	47.21	View chart
Amazon (AMZN)	0.5	$773k	+3%	4.1k	190.26	View chart
Nvidia Corporation Call Call Option (Principal) (NVDA)	0.5	$759k		7.0k	108.38	View chart
Apple (AAPL)	0.5	$745k		3.4k	222.13	View chart
Simplify Exchange Traded Fun Aggregate Bond E (AGGH)	0.4	$624k	-22%	30k	21.15	View chart
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK)	0.4	$559k	-21%	23k	24.68	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.3	$489k	+24%	21k	23.72	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.3	$467k	+24%	21k	21.86	View chart
Advisorshares Tr Q Dynamic Growth (QPX)	0.3	$451k	-35%	13k	34.34	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.3	$440k	+25%	8.7k	50.52	View chart
Simplify Exchange Traded Fun Multi Qis Altern (QIS)	0.3	$429k	-25%	19k	23.21	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (SQMX)	0.3	$423k	+82%	14k	30.64	View chart
Microsoft Corporation (MSFT)	0.3	$420k		1.1k	375.39	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.3	$411k	+11%	6.5k	63.00	View chart
Costco Wholesale Corporation (COST)	0.3	$393k	+8%	416.00	945.78	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$359k	NEW	6.2k	58.35	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.2	$322k	+10%	2.8k	113.13	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$321k	-23%	5.4k	59.84	View chart
First Tr Exchange-traded Energy Inm Partn (EIPX)	0.2	$319k	+13%	12k	26.05	View chart
Nexpoint Diversified Rel Et Com New (NXDT)	0.2	$317k	-7%	83k	3.83	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.2	$276k	+8%	4.0k	68.21	View chart
First Tr Exchange Traded Nasdq Semcndtr (FTXL)	0.2	$276k	+13%	3.7k	75.55	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.2	$273k	-68%	5.0k	54.24	View chart
Exxon Mobil Corporation (XOM)	0.2	$272k		2.3k	118.93	View chart
Tesla Motors (TSLA)	0.2	$261k	+13%	1.0k	259.16	View chart
Etf Ser Solutions Distillate Smlmd (DSMC)	0.2	$251k	-51%	8.0k	31.54	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$235k	-2%	762.00	308.88	View chart
Flex Lng SHS (FLNG)	0.2	$214k	-19%	9.3k	22.99	View chart
Trane Technologies SHS (TT)	0.1	$212k	+486%	628.00	336.92	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$204k	+18%	2.8k	73.45	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$201k	NEW	654.00	306.74	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$189k	+4698%	5.2k	36.41	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$187k	NEW	1.9k	100.67	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$182k	+2125%	1.7k	104.59	View chart
Mackenzie Rlty Cap (MKZR)	0.1	$176k		117k	1.50	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$175k	+53%	3.2k	54.77	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.1	$175k	NEW	5.6k	31.41	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$168k	+12%	316.00	532.58	View chart
BP Sponsored Adr (BP)	0.1	$168k		5.0k	33.79	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$168k		465.00	361.09	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$166k	+550%	963.00	172.74	View chart
Parker-Hannifin Corporation (PH)	0.1	$153k		252.00	607.85	View chart
Crescent Energy Company Cl A Com (CRGY)	0.1	$153k	-12%	14k	11.24	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$146k	+229%	2.9k	50.33	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$145k	-4%	940.00	154.64	View chart
RBB Us Treas 3 Mnth (TBIL)	0.1	$142k	+219%	2.8k	50.01	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$142k	-6%	906.00	156.23	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$139k	+197%	2.7k	50.66	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.1	$139k	+30716%	3.7k	37.50	View chart
Doubleline Etf Trust Shiller Cape U S (CAPE)	0.1	$130k	NEW	4.3k	30.39	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$129k	+4%	276.00	468.92	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.1	$129k	-95%	2.7k	47.04	View chart
Permian Resources Corp Class A Com (PR)	0.1	$129k	-15%	9.3k	13.85	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$126k	+6350%	1.2k	108.69	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$123k	+160%	596.00	206.46	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$118k	-7%	1.8k	65.17	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$111k	-95%	2.2k	50.71	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$107k		828.00	128.84	View chart
Sitio Royalties Corp Class A Com (STR)	0.1	$104k	-11%	5.2k	19.87	View chart
Palantir Technologies Cl A (PLTR)	0.1	$103k	+65%	1.2k	84.40	View chart
Visa Com Cl A (V)	0.1	$101k	+12%	289.00	350.77	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$99k	-21%	1.3k	76.57	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.1	$92k	NEW	1.8k	50.73	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.1	$91k	NEW	3.4k	26.45	View chart
Nike CL B (NKE)	0.1	$89k	+736%	1.4k	63.48	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$88k	+250%	210.00	420.77	View chart
J P Morgan Exchange Traded F Us Momentum (JMOM)	0.1	$88k	NEW	1.6k	56.36	View chart
Broadcom (AVGO)	0.1	$84k		501.00	167.43	View chart
Apa Corporation (APA)	0.1	$82k	-11%	3.9k	21.02	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.1	$82k	-19%	1.3k	62.75	View chart
Oneok (OKE)	0.1	$80k	-18%	808.00	99.22	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$80k	+688%	1.1k	75.65	View chart
Cion Invt Corp (CION)	0.1	$80k	-9%	7.7k	10.35	View chart
SM Energy (SM)	0.1	$79k	+52%	2.6k	29.95	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$78k	NEW	3.1k	25.04	View chart
Cabot Oil & Gas Corporation (CTRA)	0.1	$78k	-25%	2.7k	28.90	View chart
Innovator Etfs Trust Equity Defined P (AJUL)	0.1	$78k	-76%	2.9k	26.74	View chart
Calamos Etf Tr S&p 500 Structur (CPSJ)	0.1	$77k	-75%	3.1k	24.81	View chart
Meta Platforms Cl A (META)	0.1	$73k		126.00	576.37	View chart
Intuit (INTU)	0.1	$73k		118.00	613.99	View chart
Eaton Corp SHS (ETN)	0.1	$72k		264.00	271.83	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$72k		431.00	166.00	View chart
Hca Holdings (HCA)	0.1	$71k	+7%	206.00	345.55	View chart
Wal-Mart Stores (WMT)	0.0	$71k	+59%	805.00	87.79	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$70k	-19%	1.2k	57.14	View chart
Oracle Corporation (ORCL)	0.0	$69k		493.00	139.81	View chart
Mastercard Incorporated Cl A (MA)	0.0	$68k	+18%	124.00	548.60	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$66k		542.00	121.12	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$65k	-3%	98.00	662.63	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.0	$64k	+12%	720.00	88.88	View chart
Direxion Shs Etf Tr Dly S&p500 2xs (SPUU)	0.0	$61k	+14%	461.00	132.24	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$60k	NEW	1.9k	30.73	View chart
JPMorgan Chase & Co. (JPM)	0.0	$59k		242.00	245.30	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.0	$59k	-20%	640.00	92.53	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$56k		151.00	370.82	View chart
Public Service Enterprise (PEG)	0.0	$55k		666.00	82.30	View chart
Kimbell Rty Partners Unit (KRP)	0.0	$53k	-18%	3.8k	14.00	View chart
NiSource (NI)	0.0	$52k		1.3k	40.09	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$51k	NEW	1.1k	46.81	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$49k	-24%	95.00	513.92	View chart
Calamos Etf Tr Laddered S&p 500 (CPSL)	0.0	$49k	-81%	1.9k	25.43	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$49k	NEW	301.00	161.27	View chart
Citizens Financial (CFG)	0.0	$48k		1.2k	40.97	View chart
Advanced Micro Devices (AMD)	0.0	$48k		465.00	102.74	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.0	$48k		575.00	82.54	View chart
Cintas Corporation (CTAS)	0.0	$47k	+6%	230.00	205.53	View chart
Ishares Tr High Yld Systm B (HYDB)	0.0	$47k	NEW	999.00	47.09	View chart
Msc Income Fund (MSIF)	0.0	$46k	NEW	2.8k	16.47	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$45k	+1724%	912.00	49.81	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$45k		281.00	160.54	View chart
Altria (MO)	0.0	$45k	+34%	749.00	60.00	View chart
Walt Disney Company (DIS)	0.0	$44k		448.00	98.70	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.0	$44k	NEW	981.00	45.07	View chart
UnitedHealth (UNH)	0.0	$44k		84.00	523.75	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$44k	+227%	360.00	122.01	View chart
Metropcs Communications (TMUS)	0.0	$44k		164.00	266.71	View chart
Ingersoll Rand (IR)	0.0	$44k	NEW	543.00	80.03	View chart
Listed Fd Tr Roundhill Magnif (MAGS)	0.0	$43k	NEW	941.00	45.86	View chart
Bce Com New (BCE)	0.0	$43k		1.9k	22.96	View chart
Wisdomtree Tr Glb High Div Fd (DEW)	0.0	$43k	NEW	766.00	56.12	View chart
Civitas Resources Com New (CIVI)	0.0	$42k		1.2k	34.89	View chart
Tidal Tr Ii Roundhill Gener (CHAT)	0.0	$42k	NEW	1.2k	34.85	View chart
Verizon Communications (VZ)	0.0	$40k		888.00	45.36	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$39k	+51%	136.00	288.15	View chart
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI)	0.0	$39k		1.9k	20.29	View chart
Ishares Tr A Rate Cp Bd Etf (QLTA)	0.0	$38k	NEW	803.00	47.53	View chart
Qualcomm (QCOM)	0.0	$38k		247.00	153.61	View chart
Home Depot (HD)	0.0	$38k		103.00	366.50	View chart
Sofi Technologies (SOFI)	0.0	$38k		3.2k	11.63	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$37k	NEW	218.00	170.89	View chart
Nxp Semiconductors N V (NXPI)	0.0	$37k	-39%	196.00	190.06	View chart
Us Bancorp Del Com New (USB)	0.0	$37k		882.00	42.22	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$37k		400.00	92.79	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.0	$37k	NEW	845.00	43.30	View chart
Uber Technologies (UBER)	0.0	$36k	-12%	495.00	72.86	View chart
DTE Energy Company (DTE)	0.0	$35k		255.00	138.27	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.0	$35k		688.00	51.07	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$35k	-3%	410.00	85.07	View chart
Regions Financial Corporation (RF)	0.0	$35k		1.6k	21.73	View chart
Boeing Company (BA)	0.0	$35k	-32%	204.00	170.55	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.0	$34k	NEW	885.00	38.41	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.0	$34k		1.4k	24.06	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.0	$33k		1.1k	30.14	View chart
Williams Companies (WMB)	0.0	$33k		553.00	59.76	View chart
Target Corporation (TGT)	0.0	$33k	+18%	312.00	104.36	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$33k		67.00	484.82	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.0	$32k	NEW	737.00	43.90	View chart
Entergy Corporation (ETR)	0.0	$32k		374.00	85.49	View chart
Citigroup Com New (C)	0.0	$32k		449.00	70.99	View chart
At&t (T)	0.0	$32k		1.1k	28.28	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$31k		249.00	125.97	View chart
Amgen (AMGN)	0.0	$31k	-29%	99.00	311.56	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.0	$31k	NEW	442.00	69.52	View chart
EOG Resources (EOG)	0.0	$31k	+54%	238.00	128.24	View chart
American Tower Reit (AMT)	0.0	$31k		140.00	217.60	View chart
Unum (UNM)	0.0	$30k		370.00	81.46	View chart
TJX Companies (TJX)	0.0	$30k		247.00	121.80	View chart
Fifth Third Ban (FITB)	0.0	$30k		767.00	39.20	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.0	$30k	NEW	414.00	72.44	View chart
Ishares Tr Core Msci Intl (IDEV)	0.0	$30k	-11%	435.00	68.89	View chart
Duke Energy Corp Com New (DUK)	0.0	$29k		240.00	121.97	View chart
Paypal Holdings (PYPL)	0.0	$29k		442.00	65.25	View chart
Ida (IDA)	0.0	$28k		243.00	116.22	View chart
Micron Technology Call Call Option (Principal) (MU)	0.0	$28k	+46%	317.00	86.89	View chart
Highland Opps & Income Highland Income (HFRO)	0.0	$27k		5.3k	5.20	View chart
Novartis Sponsored Adr (NVS)	0.0	$27k		245.00	111.48	View chart
Kla Corp Com New (KLAC)	0.0	$27k		40.00	679.80	View chart
Union Pacific Corporation (UNP)	0.0	$27k		115.00	236.24	View chart
Check Point Software Tech Lt Ord (CHKP)	0.0	$27k		118.00	227.92	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.0	$27k	-47%	523.00	50.85	View chart
McDonald's Corporation (MCD)	0.0	$27k		85.00	312.38	View chart
Coinbase Global Call Call Option (Principal) (COIN)	0.0	$26k	+112%	151.00	172.23	View chart
Capital One Financial (COF)	0.0	$26k		145.00	179.30	View chart
Occidental Petroleum Corporation (OXY)	0.0	$26k		525.00	49.36	View chart
International Paper Company (IP)	0.0	$26k		482.00	53.35	View chart
Amplify Etf Tr Altrntv Harv Etf	0.0	$26k	+357%	1.3k	19.52	View chart
Anheuser Busch Inbev Sa Sponsored Adr (BUD)	0.0	$25k		413.00	61.56	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$25k	-2%	535.00	46.31	View chart
Roper Industries (ROP)	0.0	$25k	+13%	42.00	589.60	View chart
Cisco Systems (CSCO)	0.0	$25k	-11%	400.00	61.71	View chart
International Business Machines (IBM)	0.0	$25k	-16%	99.00	248.67	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$25k	+375%	1.1k	22.99	View chart
Quanta Services (PWR)	0.0	$24k		95.00	254.19	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$24k	+1222%	357.00	66.34	View chart
Veeva Sys Cl A Com (VEEV)	0.0	$23k		100.00	231.63	View chart
Range Resources (RRC)	0.0	$23k		576.00	39.93	View chart
Valero Energy Corporation (VLO)	0.0	$23k	+86%	173.00	132.19	View chart
Grayscale Ethereum Trust Etf SHS (ETHE)	0.0	$23k	NEW	1.5k	15.22	View chart
Hp (HPQ)	0.0	$23k	+57%	822.00	27.69	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$23k	-7%	419.00	53.97	View chart
Procter & Gamble Company (PG)	0.0	$23k		132.00	170.42	View chart
Blackrock Health Sciences Te Com Shs (SHSKX)	0.0	$22k	+1781%	1.5k	14.90	View chart
Sila Realty Trust Common Stock (SILA)	0.0	$22k		828.00	26.71	View chart
Ishares Tr Core Msci Euro (IEUR)	0.0	$22k	+424%	367.00	60.15	View chart
Celestica (CLS)	0.0	$22k	NEW	280.00	78.81	View chart
Philip Morris International (PM)	0.0	$22k		139.00	158.73	View chart
salesforce (CRM)	0.0	$22k		82.00	268.37	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$22k		354.00	61.78	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.0	$22k		677.00	32.28	View chart
Purple Innovatio (PRPL)	0.0	$22k	-2%	29k	0.76	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.0	$22k	NEW	600.00	36.20	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.0	$22k		273.00	79.46	View chart
Netflix (NFLX)	0.0	$21k		23.00	932.57	View chart
Northern Oil And Gas Inc Mn (NOG)	0.0	$21k		709.00	30.23	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$21k		107.00	199.50	View chart
Comstock Resources (CRK)	0.0	$21k	-25%	1.0k	20.34	View chart
Synopsys (SNPS)	0.0	$21k	NEW	48.00	428.85	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$21k	NEW	568.00	36.14	View chart
CVS Caremark Corporation (CVS)	0.0	$21k		302.00	67.75	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$20k		101.00	202.14	View chart
Watsco, Incorporated (WSO)	0.0	$20k		40.00	508.30	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.0	$20k		252.00	80.65	View chart
Cincinnati Financial Corporation (CINF)	0.0	$20k		137.00	147.72	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$20k		392.00	51.49	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 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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