Legacy Wealth Managment, LLC/ID Q2 2025 Filing

Filed August 6, 2025

Portfolio Value

$192.1B

Holdings

741

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (741 positions)

#StockSharesValue% PortfolioType
201
UNMUNUM GROUP
370$29.9M0.02%
202
NVSNNOVARTIS AG
245$29.6M0.02%
203
VRTXVERTEX PHARMACEUTICALS INC
66$29.4M0.02%
204
CRKCOMSTOCK RES INC
1,030$28.5M0.01%
205
BUDANHEUSER BUSCH INBEV SA/NV
413$28.4M0.01%
206
DUKDUKE ENERGY CORP NEW
240$28.3M0.01%
207
IDAIDACORP INC
243$28.1M0.01%
208
CSCOCISCO SYS INC
400$27.8M0.01%
209
HFROHIGHLAND OPPS & INCOME FD
5,270$27.4M0.01%
210
AMGNAMGEN INC
96$26.8M0.01%
211
MUMICRON TECHNOLOGY INC
214$26.4M0.01%Call
212
ZIMZIM INTEGRATED SHIPPING SERV
1,600$25.7M0.01%
213
JMSTJ P MORGAN EXCHANGE TRADED F
504$25.7M0.01%
214
NEOVWNEOVOLTA INC
18,139$25.6M0.01%
215
4I1PHILIP MORRIS INTL INC
139$25.3M0.01%
216
CHKPCHECK POINT SOFTWARE TECH LT
113$25.0M0.01%
217
MCDMCDONALDS CORP
85$24.8M0.01%
218
NREFNEXPOINT REAL ESTATE FIN INC
1,774$24.5M0.01%
219
IEURISHARES TR
367$24.3M0.01%
220
MTUMISHARES TR
101$24.3M0.01%
221
TCAFT ROWE PRICE ETF INC
677$23.9M0.01%
222
MDYGSPDR SERIES TRUST
273$23.7M0.01%
223
RRCRANGE RES CORP
573$23.3M0.01%
224
IWMISHARES TR
107$23.1M0.01%
225
UNPUNION PAC CORP
100$23.0M0.01%
226
CATCATERPILLAR INC
59$22.9M0.01%
227
DGROISHARES TR
354$22.6M0.01%
228
IPINTERNATIONAL PAPER CO
482$22.6M0.01%
229
QCOMQUALCOMM INC
140$22.3M0.01%
230
OXYOCCIDENTAL PETE CORP
525$22.1M0.01%
231
XBMEXBLACKROCK HEALTH SCIENCES TE
1,522$21.7M0.01%
232
CRMSALESFORCE INC
78$21.3M0.01%
233
NOGNORTHERN OIL & GAS INC
746$21.1M0.01%
234
ROPROPER TECHNOLOGIES INC
37$21.0M0.01%
235
PRPLPURPLE INNOVATION INC
28,652$20.9M0.01%
236
SGDMSPROTT ETF TRUST
460$20.8M0.01%
237
EOGEOG RES INC
172$20.6M0.01%
238
VWOVANGUARD INTL EQUITY INDEX F
415$20.5M0.01%
239
DRIDARDEN RESTAURANTS INC
94$20.4M0.01%
240
CINFCINCINNATI FINL CORP
137$20.4M0.01%
241
IAGGISHARES TR
394$20.1M0.01%
242
SNPSSYNOPSYS INC
39$20.0M0.01%
243
METMETLIFE INC
248$19.9M0.01%
244
SILASILA REALTY TRUST INC
828$19.6M0.01%
245
BNDXVANGUARD CHARLOTTE FDS
384$19.0M0.01%
246
LUMNLUMEN TECHNOLOGIES INC
4,275$18.7M0.01%
247
ADBEADOBE INC
48$18.6M0.01%
248
EQTEQT CORP
316$18.4M0.01%
249
SPHQINVESCO EXCHANGE TRADED FD T
250$17.8M0.01%
250
DONWISDOMTREE TR
355$17.8M0.01%
251
JAAAJANUS DETROIT STR TR
350$17.8M0.01%
252
LOWLOWES COS INC
80$17.8M0.01%
253
WSOWATSCO INC
40$17.7M0.01%
254
IWPISHARES TR
124$17.2M0.01%
255
XMESPDR SERIES TRUST
250$16.8M0.01%
256
SLYGSPDR SERIES TRUST
183$16.2M0.01%
257
SILGLOBAL X FDS
337$16.2M0.01%
258
VBRVANGUARD INDEX FDS
83$16.2M0.01%
259
DECKDECKERS OUTDOOR CORP
157$16.2M0.01%Call
260
ARMARM HOLDINGS PLC
100$16.2M0.01%
261
PANWPALO ALTO NETWORKS INC
79$16.2M0.01%
262
PGPROCTER AND GAMBLE CO
101$16.1M0.01%
263
AXPAMERICAN EXPRESS CO
50$15.9M0.01%
264
GDXJVANECK ETF TRUST
235$15.9M0.01%
265
SPGIS&P GLOBAL INC
30$15.8M0.01%
266
RTXRTX CORPORATION
107$15.6M0.01%
267
GDXVANECK ETF TRUST
300$15.6M0.01%
268
CSXCSX CORP
477$15.6M0.01%
269
RINGISHARES INC
355$15.5M0.01%
270
AVUVAMERICAN CENTY ETF TR
168$15.3M0.01%
271
NRESDBX ETF TR
601$15.3M0.01%
272
FNFFIDELITY NATIONAL FINANCIAL
271$15.2M0.01%
273
HYBBISHARES TR
320$15.0M0.01%
274
SMCISUPER MICRO COMPUTER INC
300$14.7M0.01%
275
XLESELECT SECTOR SPDR TR
167$14.2M0.01%
276
APDAIR PRODS & CHEMS INC
50$14.1M0.01%
277
DYHTARGET CORP
142$14.0M0.01%
278
ANETARISTA NETWORKS INC
135$13.8M0.01%
279
CRWDCROWDSTRIKE HLDGS INC
26$13.2M0.01%
280
LMTLOCKHEED MARTIN CORP
28$13.0M0.01%
281
NEENEXTERA ENERGY INC
186$12.9M0.01%
282
7HPHP INC
523$12.8M0.01%
283
AVDVAMERICAN CENTY ETF TR
158$12.5M0.01%
284
VLOVALERO ENERGY CORP
93$12.5M0.01%
285
EWJISHARES INC
166$12.4M0.01%
286
PPLTABRDN PLATINUM ETF TRUST
100$12.3M0.01%
287
SPOTSPOTIFY TECHNOLOGY S A
16$12.3M0.01%
288
VOTVANGUARD INDEX FDS
43$12.2M0.01%
289
LGOVFIRST TR EXCHANGE-TRADED FD
566$12.1M0.01%
290
CEGCONSTELLATION ENERGY CORP
37$11.9M0.01%
291
ADIANALOG DEVICES INC
50$11.9M0.01%
292
KNOVINNOVATOR ETFS TRUST
458$11.7M0.01%
293
OREALTY INCOME CORP
200$11.5M0.01%
294
PEPPEPSICO INC
86$11.4M0.01%
295
INTCINTEL CORP
505$11.3M0.01%
296
KCESPDR SERIES TRUST
77$11.2M0.01%
297
CDNSCADENCE DESIGN SYSTEM INC
36$11.1M0.01%
298
XLCSELECT SECTOR SPDR TR
101$11.0M0.01%
299
VOVANGUARD INDEX FDS
39$10.9M0.01%
300
STXSEAGATE TECHNOLOGY HLDNGS PL
75$10.8M0.01%
PreviousPage 3 of 8Next