Legacy Wealth Managment, Llc/Id Portfolio Holdings

Legacy Wealth Managment, Llc/Id

  • $139 Million
  • Q4 2024

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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$7.53 Million 5.4% of portfolio
847,871
Q4 2024 Added 20,306.04%
$0
$3.77 Million 2.71% of portfolio
173,756
Q4 2024 Reduced 53.06%
$0
$544,000 0.39% of portfolio
89,287
Q4 2024 Reduced 9.88%
$0
$28,000 0.02% of portfolio
1,400
Q3 2024 New
$0
$27,000 0.02% of portfolio
5,270
Q3 2024 New
$0
$7,000 0.01% of portfolio
2,500
Q3 2024 New
$0
$2,000 0.0% of portfolio
639
Q3 2024 New
$32.8M
$0 0.0% of portfolio
100
Q4 2024 New
$19.5M
$0 0.0% of portfolio
30
Q3 2024 New
$27.2M
$0 0.0% of portfolio
100
Q4 2024 New
$0
$1,000 0.0% of portfolio
89
Q4 2024 Reduced 2.2%
$0
$6,000 0.0% of portfolio
700
Q3 2024 New
$0
$1,000 0.0% of portfolio
96
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 795
  • Current Value $139 Million
  • Prior Value $142 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 122 stocks
  • Additional Purchases 178 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 149 stocks
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