Legacy Wealth Managment, LLC/ID Q1 2025 Filing

Filed May 16, 2025

Portfolio Value

$141.5M

Holdings

812

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (812 positions)

StockValue
MUMICRON TECHNOLOGY INC
$28K
HFROHIGHLAND OPPS & INCOME FD
$27K
NVSNNOVARTIS AG
$27K
KLACKLA CORP
$27K
UNPUNION PAC CORP
$27K
CHKPCHECK POINT SOFTWARE TECH LT
$27K
JMSTJ P MORGAN EXCHANGE TRADED F
$27K
MCDMCDONALDS CORP
$27K
COINCOINBASE GLOBAL INC
$26K
COFCAPITAL ONE FINL CORP
$26K
OXYOCCIDENTAL PETE CORP
$26K
IPINTERNATIONAL PAPER CO
$26K
BUDANHEUSER BUSCH INBEV SA/NV
$25K
VMBSVANGUARD SCOTTSDALE FDS
$25K
ROPROPER TECHNOLOGIES INC
$25K
CSCOCISCO SYS INC
$25K
IBMINTERNATIONAL BUSINESS MACHS
$25K
AQLTISHARES TR
$24K
PWRQUANTA SVCS INC
$24K
SPHQINVESCO EXCHANGE TRADED FD T
$24K
VEEVVEEVA SYS INC
$23K
RRCRANGE RES CORP
$23K
VLOVALERO ENERGY CORP
$23K
ETHEGRAYSCALE ETHEREUM TRUST ETF
$23K
7HPHP INC
$23K
IEMGISHARES INC
$23K
PGPROCTER AND GAMBLE CO
$22K
SHSKXBLACKROCK HEALTH SCIENCES TE
$22K
SILASILA REALTY TRUST INC
$22K
IEURISHARES TR
$22K
CLSCELESTICA INC
$22K
4I1PHILIP MORRIS INTL INC
$22K
CRMSALESFORCE INC
$22K
DGROISHARES TR
$22K
TCAFT ROWE PRICE ETF INC
$22K
PRPLPURPLE INNOVATION INC
$22K
FNDCSCHWAB STRATEGIC TR
$22K
MDYGSPDR SER TR
$22K
NFLXNETFLIX INC
$21K
NOGNORTHERN OIL & GAS INC
$21K
IWMISHARES TR
$21K
CRKCOMSTOCK RES INC
$21K
SNPSSYNOPSYS INC
$21K
FNDFSCHWAB STRATEGIC TR
$21K
CVSCVS HEALTH CORP
$20K
MTUMISHARES TR
$20K
WSOWATSCO INC
$20K
VTWOVANGUARD SCOTTSDALE FDS
$20K
CINFCINCINNATI FINL CORP
$20K
DFATDIMENSIONAL ETF TRUST
$20K
EDIVSPDR INDEX SHS FDS
$20K
METMETLIFE INC
$20K
SPYMSPDR SER TR
$20K
IAGGISHARES TR
$20K
CATCATERPILLAR INC
$19K
FLTRVANECK ETF TRUST
$19K
XLVSELECT SECTOR SPDR TR
$19K
SLBSCHLUMBERGER LTD
$19K
LOWLOWES COS INC
$19K
IWDISHARES TR
$18K
ADBEADOBE INC
$18K
FNFFIDELITY NATIONAL FINANCIAL
$18K
DONWISDOMTREE TR
$18K
SGDMSPROTT ETF TRUST
$17K
EQTEQT CORP
$17K
LUMNLUMEN TECHNOLOGIES INC
$17K
GISGENERAL MLS INC
$17K
USIGISHARES TR
$16K
ZIMZIM INTEGRATED SHIPPING SERV
$16K
VBRVANGUARD INDEX FDS
$15K
NREFNEXPOINT REAL ESTATE FIN INC
$15K
KNOVINNOVATOR ETFS TRUST
$15K
SPGIS&P GLOBAL INC
$15K
SLYGSPDR SER TR
$15K
OMCOMNICOM GROUP INC
$15K
DWASINVESCO EXCH TRADED FD TR II
$15K
HYBBISHARES TR
$15K
APDAIR PRODS & CHEMS INC
$15K
IWPISHARES TR
$15K
MRVLMARVELL TECHNOLOGY INC
$15K
ANETARISTA NETWORKS INC
$14K
CSXCSX CORP
$14K
XMESPDR SER TR
$14K
LENLENNAR CORP
$14K
GDXVANECK ETF TRUST
$14K
RINGISHARES INC
$14K
AXPAMERICAN EXPRESS CO
$13K
LMTLOCKHEED MARTIN CORP
$13K
RTXRTX CORPORATION
$13K
HDEFDBX ETF TR
$13K
PANWPALO ALTO NETWORKS INC
$13K
PEPPEPSICO INC
$13K
GDXJVANECK ETF TRUST
$13K
SILGLOBAL X FDS
$13K
NEOVWNEOVOLTA INC
$13K
BMYBRISTOL-MYERS SQUIBB CO
$13K
EQXEQUINOX GOLD CORP
$12K
LGOVFIRST TR EXCHANGE-TRADED FD
$12K
ABBVABBVIE INC
$12K
NEENEXTERA ENERGY INC
$12K
PreviousPage 3 of 9Next