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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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