Legacy Wealth Management

Legacy Wealth Management as of March 31, 2025

Portfolio Holdings for Legacy Wealth Management

Legacy Wealth Management holds 40 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 19.0 $285M 508k 561.90
Ishares Tr Rus 1000 Etf (IWB) 15.5 $233M 758k 306.74
Schwab Strategic Tr 1000 Index Etf (SCHK) 12.4 $186M 6.9M 26.92
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 10.1 $152M 3.2M 47.04
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 9.4 $141M 3.1M 45.65
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 7.3 $110M 4.2M 26.20
Ishares Tr Core S&p Mcp Etf (IJH) 5.2 $79M 1.3M 58.35
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 4.9 $73M 1.4M 50.63
Ishares Tr Core Msci Total (IXUS) 3.6 $55M 781k 69.81
Ishares Tr Core S&p Scp Etf (IJR) 3.5 $52M 496k 104.57
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.4 $51M 2.3M 22.08
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.7 $26M 1.1M 23.43
Hartford Fds Exchange Traded Mun Oportunite (HMOP) 1.3 $20M 513k 38.45
Ishares Tr Russell 2000 Etf (IWM) 0.8 $12M 59k 199.49
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $7.4M 27k 274.84
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $5.6M 10k 559.37
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $3.6M 37k 98.92
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $911k 39k 23.16
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $795k 37k 21.53
Select Sector Spdr Tr Financial (XLF) 0.1 $786k 16k 49.81
Select Sector Spdr Tr Technology (XLK) 0.1 $753k 3.6k 206.48
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $742k 5.1k 146.01
Apple (AAPL) 0.0 $653k 2.9k 222.13
Microsoft Corporation (MSFT) 0.0 $568k 1.5k 375.39
At&t (T) 0.0 $544k 19k 28.28
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $460k 1.3k 361.09
NVIDIA Corporation (NVDA) 0.0 $415k 3.8k 108.38
Amazon (AMZN) 0.0 $389k 2.0k 190.26
Southern Company (SO) 0.0 $381k 4.1k 91.95
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $372k 4.6k 81.67
Select Sector Spdr Tr Communication (XLC) 0.0 $353k 3.7k 96.45
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $341k 1.7k 197.46
Meta Platforms Cl A (META) 0.0 $327k 567.00 576.36
Schwab Strategic Tr Mun Bd Etf (SCMB) 0.0 $307k 12k 25.37
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $287k 1.5k 188.16
Visa Com Cl A (V) 0.0 $280k 800.00 350.46
Ishares Tr Expanded Tech (IGV) 0.0 $253k 2.8k 88.99
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $240k 512.00 469.28
Cme (CME) 0.0 $229k 863.00 265.29
Broadcom (AVGO) 0.0 $204k 1.2k 167.43