Legacy Wealth Management, Inc Q1 2025 Filing
Filed April 25, 2025
Portfolio Value
$1.5T
Holdings
40
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (40 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 507,597 | $285.2B | 19.01% | |
| 2 | IWBISHARES TR | 758,328 | $232.6B | 15.50% | |
| 3 | SCHKSCHWAB STRATEGIC TR | 6,893,528 | $185.6B | 12.37% | |
| 4 | JCPBJ P MORGAN EXCHANGE TRADED F | 3,233,844 | $152.1B | 10.14% | |
| 5 | FBNDFIDELITY MERRIMACK STR TR | 3,096,566 | $141.4B | 9.42% | |
| 6 | SCHMSCHWAB STRATEGIC TR | 4,203,019 | $110.1B | 7.34% | |
| 7 | IJHISHARES TR | 1,345,242 | $78.5B | 5.23% | |
| 8 | JPSTJ P MORGAN EXCHANGE TRADED F | 1,446,499 | $73.2B | 4.88% | |
| 9 | IXUSISHARES TR | 781,149 | $54.5B | 3.63% | |
| 10 | IJRISHARES TR | 496,080 | $51.9B | 3.46% | |
| 11 | SCHXSCHWAB STRATEGIC TR | 2,308,399 | $51.0B | 3.40% | |
| 12 | SCHASCHWAB STRATEGIC TR | 1,109,511 | $26.0B | 1.73% | |
| 13 | HEMIHARTFORD FDS EXCHANGE TRADED | 512,899 | $19.7B | 1.31% | |
| 14 | IWMISHARES TR | 58,497 | $11.7B | 0.78% | |
| 15 | VTIVANGUARD INDEX FDS | 26,995 | $7.4B | 0.49% | |
| 16 | SPYSPDR S&P 500 ETF TR | 9,991 | $5.6B | 0.37% | |
| 17 | AGGISHARES TR | 36,454 | $3.6B | 0.24% | |
| 18 | SCHZSCHWAB STRATEGIC TR | 39,347 | $911.3M | 0.06% | |
| 19 | SCHBSCHWAB STRATEGIC TR | 36,933 | $795.2M | 0.05% | |
| 20 | XLFSELECT SECTOR SPDR TR | 15,773 | $785.7M | 0.05% | |
| 21 | XLKSELECT SECTOR SPDR TR | 3,647 | $753.0M | 0.05% | |
| 22 | XLVSELECT SECTOR SPDR TR | 5,083 | $742.2M | 0.05% | |
| 23 | AAPLAPPLE INC | 2,938 | $652.6M | 0.04% | |
| 24 | MSFTMICROSOFT CORP | 1,514 | $568.3M | 0.04% | |
| 25 | TAT&T INC | 19,249 | $544.4M | 0.04% | |
| 26 | IWFISHARES TR | 1,274 | $460.0M | 0.03% | |
| 27 | NVDANVIDIA CORPORATION | 3,833 | $415.4M | 0.03% | |
| 28 | AMZNAMAZON COM INC | 2,044 | $388.9M | 0.03% | |
| 29 | SOSOUTHERN CO | 4,143 | $380.9M | 0.03% | |
| 30 | XLFISELECT SECTOR SPDR TR | 4,552 | $371.8M | 0.02% | |
| 31 | XLCSELECT SECTOR SPDR TR | 3,659 | $352.9M | 0.02% | |
| 32 | XLYSELECT SECTOR SPDR TR | 1,725 | $340.6M | 0.02% | |
| 33 | METAMETA PLATFORMS INC | 567 | $326.8M | 0.02% | |
| 34 | SCMBSCHWAB STRATEGIC TR | 12,110 | $307.2M | 0.02% | |
| 35 | IWDISHARES TR | 1,527 | $287.3M | 0.02% | |
| 36 | VVISA INC | 800 | $280.4M | 0.02% | |
| 37 | IGVISHARES TR | 2,837 | $252.5M | 0.02% | |
| 38 | NDQINVESCO QQQ TR | 512 | $240.3M | 0.02% | |
| 39 | CMECME GROUP INC | 863 | $228.9M | 0.02% | |
| 40 | AVGOBROADCOM INC | 1,221 | $204.4M | 0.01% |