Legacy Wealth Managment, Llc/Id has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $139 Million distributed in 795 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Neo Volta Inc. with a value of $18.1M, Proshares Tr Bitcoin Strategy with a value of $11.7M, Spdr Bloomberg 1 3 Month T Bil with a value of $10.2M, Devon Energy Corp with a value of $10.1M, and Eagle Point Credit CO Inc. with a value of $7.53M.
Examining the 13F form we can see an decrease of $2.65M in the current position value, from $142M to 139M.
Legacy Wealth Managment, Llc/Id is based out at Boise, ID
Below you can find more details about Legacy Wealth Managment, Llc/Id portfolio as well as his latest detailed transactions.
Portfolio value
$139 Million
ETFs: $78.8 Million
Industrials: $18.8 Million
Financial Services: $12.9 Million
Energy: $11.9 Million
Technology: $6.97 Million
Consumer Cyclical: $1.54 Million
Real Estate: $757,000
Communication Services: $709,000
Other: $1.28 Million
Stock Holdings Table Market Cap. of $200 Billions or more
