Legacy Wealth Managment, LLC/ID Q1 2025 Filing

Filed May 16, 2025

Portfolio Value

$141.5B

Holdings

812

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (812 positions)

#StockSharesValue% PortfolioType
201
MUMICRON TECHNOLOGY INC
317$27.5M0.02%Call
202
HFROHIGHLAND OPPS & INCOME FD
5,270$27.4M0.02%
203
NVSNNOVARTIS AG
245$27.3M0.02%
204
KLACKLA CORP
40$27.2M0.02%
205
UNPUNION PAC CORP
115$27.2M0.02%
206
CHKPCHECK POINT SOFTWARE TECH LT
118$26.9M0.02%
207
JMSTJ P MORGAN EXCHANGE TRADED F
523$26.6M0.02%
208
MCDMCDONALDS CORP
85$26.6M0.02%
209
COINCOINBASE GLOBAL INC
151$26.0M0.02%Call
210
COFCAPITAL ONE FINL CORP
145$26.0M0.02%
211
OXYOCCIDENTAL PETE CORP
525$25.9M0.02%
212
IPINTERNATIONAL PAPER CO
482$25.7M0.02%
213
BUDANHEUSER BUSCH INBEV SA/NV
413$25.4M0.02%
214
VMBSVANGUARD SCOTTSDALE FDS
535$24.8M0.02%
215
ROPROPER TECHNOLOGIES INC
42$24.8M0.02%
216
CSCOCISCO SYS INC
400$24.7M0.02%
217
IBMINTERNATIONAL BUSINESS MACHS
99$24.6M0.02%
218
AQLTISHARES TR
1,064$24.5M0.02%
219
PWRQUANTA SVCS INC
95$24.1M0.02%
220
SPHQINVESCO EXCHANGE TRADED FD T
357$23.7M0.02%
221
VEEVVEEVA SYS INC
100$23.2M0.02%
222
RRCRANGE RES CORP
576$23.0M0.02%
223
VLOVALERO ENERGY CORP
173$22.9M0.02%
224
ETHEGRAYSCALE ETHEREUM TRUST ETF
1,499$22.8M0.02%
225
7HPHP INC
822$22.8M0.02%
226
IEMGISHARES INC
419$22.6M0.02%
227
PGPROCTER AND GAMBLE CO
132$22.5M0.02%
228
SHSKXBLACKROCK HEALTH SCIENCES TE
1,505$22.4M0.02%
229
SILASILA REALTY TRUST INC
828$22.1M0.02%
230
IEURISHARES TR
367$22.1M0.02%
231
CLSCELESTICA INC
280$22.1M0.02%
232
4I1PHILIP MORRIS INTL INC
139$22.1M0.02%
233
CRMSALESFORCE INC
82$22.0M0.02%
234
DGROISHARES TR
354$21.9M0.02%
235
TCAFT ROWE PRICE ETF INC
677$21.9M0.02%
236
PRPLPURPLE INNOVATION INC
28,652$21.8M0.02%
237
FNDCSCHWAB STRATEGIC TR
600$21.7M0.02%
238
MDYGSPDR SER TR
273$21.7M0.02%
239
NFLXNETFLIX INC
23$21.4M0.02%
240
NOGNORTHERN OIL & GAS INC
709$21.4M0.02%
241
IWMISHARES TR
107$21.3M0.02%
242
CRKCOMSTOCK RES INC
1,030$21.0M0.01%
243
SNPSSYNOPSYS INC
48$20.6M0.01%
244
FNDFSCHWAB STRATEGIC TR
568$20.5M0.01%
245
CVSCVS HEALTH CORP
302$20.5M0.01%
246
MTUMISHARES TR
101$20.4M0.01%
247
WSOWATSCO INC
40$20.3M0.01%
248
VTWOVANGUARD SCOTTSDALE FDS
252$20.3M0.01%
249
CINFCINCINNATI FINL CORP
137$20.2M0.01%
250
DFATDIMENSIONAL ETF TRUST
392$20.2M0.01%
251
EDIVSPDR INDEX SHS FDS
563$20.1M0.01%
252
METMETLIFE INC
248$19.9M0.01%
253
SPYMSPDR SER TR
300$19.7M0.01%
254
IAGGISHARES TR
394$19.7M0.01%
255
CATCATERPILLAR INC
59$19.5M0.01%
256
FLTRVANECK ETF TRUST
745$19.0M0.01%
257
XLVSELECT SECTOR SPDR TR
129$18.8M0.01%
258
SLBSCHLUMBERGER LTD
449$18.8M0.01%
259
LOWLOWES COS INC
80$18.7M0.01%
260
IWDISHARES TR
98$18.4M0.01%
261
ADBEADOBE INC
48$18.4M0.01%
262
FNFFIDELITY NATIONAL FINANCIAL
271$17.6M0.01%
263
DONWISDOMTREE TR
355$17.6M0.01%
264
SGDMSPROTT ETF TRUST
460$17.5M0.01%
265
EQTEQT CORP
319$17.0M0.01%
266
LUMNLUMEN TECHNOLOGIES INC
4,275$16.8M0.01%
267
GISGENERAL MLS INC
276$16.5M0.01%
268
USIGISHARES TR
323$16.5M0.01%
269
ZIMZIM INTEGRATED SHIPPING SERV
1,084$15.8M0.01%
270
VBRVANGUARD INDEX FDS
83$15.5M0.01%
271
NREFNEXPOINT REAL ESTATE FIN INC
1,000$15.3M0.01%
272
KNOVINNOVATOR ETFS TRUST
627$15.3M0.01%
273
SPGIS&P GLOBAL INC
30$15.2M0.01%
274
SLYGSPDR SER TR
183$15.2M0.01%
275
OMCOMNICOM GROUP INC
179$14.8M0.01%
276
DWASINVESCO EXCH TRADED FD TR II
190$14.8M0.01%
277
HYBBISHARES TR
320$14.8M0.01%
278
APDAIR PRODS & CHEMS INC
50$14.7M0.01%
279
IWPISHARES TR
124$14.6M0.01%
280
MRVLMARVELL TECHNOLOGY INC
236$14.5M0.01%
281
ANETARISTA NETWORKS INC
187$14.5M0.01%
282
CSXCSX CORP
477$14.0M0.01%
283
XMESPDR SER TR
250$14.0M0.01%
284
LENLENNAR CORP
121$13.9M0.01%
285
GDXVANECK ETF TRUST
300$13.8M0.01%
286
RINGISHARES INC
355$13.6M0.01%
287
AXPAMERICAN EXPRESS CO
50$13.5M0.01%
288
LMTLOCKHEED MARTIN CORP
30$13.4M0.01%
289
RTXRTX CORPORATION
99$13.1M0.01%
290
HDEFDBX ETF TR
479$13.0M0.01%
291
PANWPALO ALTO NETWORKS INC
76$13.0M0.01%
292
PEPPEPSICO INC
86$12.9M0.01%
293
GDXJVANECK ETF TRUST
225$12.9M0.01%
294
SILGLOBAL X FDS
322$12.7M0.01%
295
NEOVWNEOVOLTA INC
14,596$12.5M0.01%
296
BMYBRISTOL-MYERS SQUIBB CO
205$12.5M0.01%
297
EQXEQUINOX GOLD CORP
1,800$12.4M0.01%
298
LGOVFIRST TR EXCHANGE-TRADED FD
566$12.2M0.01%
299
ABBVABBVIE INC
58$12.2M0.01%
300
NEENEXTERA ENERGY INC
168$11.9M0.01%
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