Legacy Wealth Management, Inc Portfolio Holdings

Legacy Wealth Management, Inc

  • $1.56 Billion
  • Q4 2024

Legacy Wealth Management, Inc has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.56 Billion distributed in 42 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $302M, Ishares Tr Russell 1000 ETF with a value of $251M, Schwab Strategic Tr 1000 Index with a value of $197M, J P Morgan Exchange Traded Fd with a value of $147M, and Fidelity Merrimack Str Tr Tota with a value of $138M.

Examining the 13F form we can see an increase of $14.6M in the current position value, from $1.54B to 1.56B.

Below you can find more details about Legacy Wealth Management, Inc portfolio as well as his latest detailed transactions.

Portfolio value $1.56 Billion
ETFs: $1.55 Billion
Technology: $2.68 Million
Communication Services: $1.18 Million
Consumer Cyclical: $757,000
Healthcare: $532,000
Utilities: $395,000
Financial Services: $298,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$302 Million 19.41% of portfolio
513,576
Q4 2024 Added 1.94%
$0
$251 Million 16.08% of portfolio
777,699
Q4 2024 Reduced 0.5%
$0
$197 Million 12.67% of portfolio
6,970,674
Q4 2024 Added 94.02%
$0
$147 Million 9.41% of portfolio
3,181,469
Q4 2024 Added 5.38%
$0
$138 Million 8.87% of portfolio
3,080,887
Q4 2024 Added 4.89%
$0
$116 Million 7.44% of portfolio
4,180,010
Q4 2024 Added 203.94%
$0
$84.8 Million 5.44% of portfolio
1,360,573
Q4 2024 Reduced 3.45%
$0
$72.8 Million 4.67% of portfolio
1,444,695
Q4 2024 Added 4.57%
$0
$56.2 Million 3.61% of portfolio
487,995
Q4 2024 Added 2.17%
$0
$52 Million 3.34% of portfolio
2,241,615
Q4 2024 Added 188.45%
$0
$51.7 Million 3.32% of portfolio
781,962
Q4 2024 Added 3.25%
$0
$27.9 Million 1.79% of portfolio
1,079,434
Q4 2024 Added 96.05%
$0
$19.4 Million 1.24% of portfolio
501,378
Q4 2024 Added 13.84%
$0
$13.1 Million 0.84% of portfolio
59,095
Q4 2024 Reduced 0.35%
$0
$8.01 Million 0.51% of portfolio
27,650
Q4 2024 Added 2.43%
$0
$5.84 Million 0.37% of portfolio
9,965
Q2 2024 Reduced 2.01%
$0
$838,000 0.05% of portfolio
36,921
Q4 2024 Added 197.06%
$3.33T
$760,000 0.05% of portfolio
1,804
Q4 2024 Added 6.43%
$3.59T
$820,000 0.05% of portfolio
3,277
Q4 2024 Added 0.92%
$0
$779,000 0.05% of portfolio
16,125
Q4 2024 Added 26.3%
$0
$812,000 0.05% of portfolio
3,496
Q4 2024 Reduced 3.8%
$0
$681,000 0.04% of portfolio
4,953
Q4 2024 Added 11.03%
$367B
$676,000 0.04% of portfolio
5,035
Q4 2024 Added 8.09%
$0
$390,000 0.03% of portfolio
1,739
Q4 2024 Reduced 8.04%
$89.6B
$395,000 0.03% of portfolio
4,810
Q3 2024 New
$0
$542,000 0.03% of portfolio
23,892
Q4 2024 Added 121.96%
$1.43T
$483,000 0.03% of portfolio
819
Q4 2024 Added 1.49%
$0
$505,000 0.03% of portfolio
1,260
Q2 2024 Reduced 1.79%
$97.3B
$428,000 0.03% of portfolio
1,847
Q4 2024 Reduced 2.17%
$161B
$485,000 0.03% of portfolio
21,325
Q4 2024 Reduced 77.16%
$2.4T
$517,000 0.03% of portfolio
2,361
Q4 2024 Added 0.98%
$537B
$298,000 0.02% of portfolio
946
Q4 2024 Added 1.83%
$496B
$251,000 0.02% of portfolio
497
Q4 2024 Reduced 9.64%
$0
$373,000 0.02% of portfolio
3,861
Q4 2024 Reduced 1.93%
$0
$351,000 0.02% of portfolio
4,618
Q4 2024 Added 11.22%
$424B
$240,000 0.02% of portfolio
618
Q4 2024 Reduced 0.64%
$0
$259,000 0.02% of portfolio
508
Q2 2024 Reduced 5.22%
$728B
$281,000 0.02% of portfolio
365
Q4 2024 Reduced 2.41%
$0
$278,000 0.02% of portfolio
1,504
Q4 2022 Reduced 0.33%
$0
$205,000 0.01% of portfolio
5,951
Q3 2024 New
$438B
$216,000 0.01% of portfolio
243
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 42
  • Current Value $1.56 Billion
  • Prior Value $1.54 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 21, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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