Legacy Wealth Managment, LLC/ID Q3 2025 Filing

Filed November 12, 2025

Portfolio Value

$221.2B

Holdings

774

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (774 positions)

StockValue
TMUST-MOBILE US INC
$39K
MPWRMONOLITHIC PWR SYS INC
$39K
CGGRCAPITAL GROUP GROWTH ETF
$39K
EIPIFIRST TR EXCHNG TRADED FD VI
$38K
TJXTJX COS INC NEW
$37K
KLACKLA CORP
$37K
HDHOME DEPOT INC
$36K
DTEDTE ENERGY CO
$36K
MOALTRIA GROUP INC
$35K
SPYVSPDR SERIES TRUST
$35K
VCSHVANGUARD SCOTTSDALE FDS
$35K
WMBWILLIAMS COS INC
$35K
ETRENTERGY CORP NEW
$35K
IWSISHARES TR
$35K
IDEVISHARES TR
$34K
FITBFIFTH THIRD BANCORP
$34K
TAT&T INC
$34K
VEEVVEEVA SYS INC
$34K
HFROHIGHLAND OPPS & INCOME FD
$33K
IDAIDACORP INC
$32K
NEOVWNEOVOLTA INC
$32K
BACVERIZON COMMUNICATIONS INC
$32K
NVSNNOVARTIS AG
$31K
ZIMZIM INTEGRATED SHIPPING SERV
$31K
JPSTJ P MORGAN EXCHANGE TRADED F
$31K
COFCAPITAL ONE FINL CORP
$30K
DUKDUKE ENERGY CORP NEW
$30K
FDNFIRST TR EXCHANGE-TRADED FD
$30K
XLESELECT SECTOR SPDR TR
$29K
UNMUNUM GROUP
$29K
BMNRBITMINE IMMERSION TECNOLOGIE
$29K
SGDMSPROTT ETF TRUST
$29K
CATCATERPILLAR INC
$28K
MINTPIMCO ETF TR
$28K
INTCINTEL CORP
$28K
AMGNAMGEN INC
$27K
AMTAMERICAN TOWER CORP NEW
$27K
DSLDOUBLELINE INCOME SOLUTIONS
$27K
LUMNLUMEN TECHNOLOGIES INC
$26K
MTUMISHARES TR
$26K
VRTXVERTEX PHARMACEUTICALS INC
$26K
JMSTJ P MORGAN EXCHANGE TRADED F
$26K
TCAFT ROWE PRICE ETF INC
$26K
IEURISHARES TR
$25K
OXYOCCIDENTAL PETE CORP
$25K
BUDANHEUSER BUSCH INBEV SA/NV
$25K
GDXJVANECK ETF TRUST
$24K
UNPUNION PAC CORP
$24K
CHKPCHECK POINT SOFTWARE TECH LT
$23K
XMESPDR SERIES TRUST
$23K
QCOMQUALCOMM INC
$23K
VBILVANGUARD INSTL INDEX FD
$23K
RINGISHARES INC
$23K
4I1PHILIP MORRIS INTL INC
$23K
QAINEW YORK LIFE INVESTMENTS ET
$23K
IPINTERNATIONAL PAPER CO
$22K
XEVVXEATON VANCE LIMITED DURATION
$22K
CINFCINCINNATI FINL CORP
$22K
RRCRANGE RES CORP
$21K
SILASILA REALTY TRUST INC
$21K
XSDSPDR SERIES TRUST
$21K
PCEFINVESCO EXCH TRADED FD TR II
$21K
METMETLIFE INC
$20K
ANETARISTA NETWORKS INC
$20K
DFAIDIMENSIONAL ETF TRUST
$20K
EQXEQUINOX GOLD CORP
$20K
CRKCOMSTOCK RES INC
$20K
TYASIMPLIFY EXCHANGE TRADED FUN
$20K
IWPISHARES TR
$20K
EOGEOG RES INC
$19K
BNDXVANGUARD CHARLOTTE FDS
$19K
CSCOCISCO SYS INC
$19K
BDXBECTON DICKINSON & CO
$19K
NOGNORTHERN OIL & GAS INC
$19K
ROPROPER TECHNOLOGIES INC
$18K
DRIDARDEN RESTAURANTS INC
$18K
STXSEAGATE TECHNOLOGY HLDNGS PL
$18K
CRMSALESFORCE INC
$18K
OREALTY INCOME CORP
$18K
EQTEQT CORP
$17K
RTXRTX CORPORATION
$17K
CSXCSX CORP
$17K
ADBEADOBE INC
$17K
VBRVANGUARD INDEX FDS
$17K
AXPAMERICAN EXPRESS CO
$17K
NRESDBX ETF TR
$16K
WSOWATSCO INC
$16K
PANWPALO ALTO NETWORKS INC
$16K
FNFFIDELITY NATIONAL FINANCIAL
$16K
VLOVALERO ENERGY CORP
$16K
XEXGXEATON VANCE TAX-MANAGED GLOB
$15K
LOWLOWES COS INC
$15K
VWOVANGUARD INTL EQUITY INDEX F
$15K
CEGCONSTELLATION ENERGY CORP
$15K
CAIECALAMOS ETF TR
$15K
APPAPPLOVIN CORP
$15K
XLVSELECT SECTOR SPDR TR
$15K
RWLINVESCO EXCH TRADED FD TR II
$15K
SNPSSYNOPSYS INC
$15K
SPGIS&P GLOBAL INC
$15K
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