Legacy Wealth Managment, LLC/ID Q2 2025 Filing

Filed August 6, 2025

Portfolio Value

$192.1M

Holdings

741

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (741 positions)

StockValue
UNMUNUM GROUP
$30K
NVSNNOVARTIS AG
$30K
VRTXVERTEX PHARMACEUTICALS INC
$29K
CRKCOMSTOCK RES INC
$29K
BUDANHEUSER BUSCH INBEV SA/NV
$28K
DUKDUKE ENERGY CORP NEW
$28K
IDAIDACORP INC
$28K
CSCOCISCO SYS INC
$28K
HFROHIGHLAND OPPS & INCOME FD
$27K
AMGNAMGEN INC
$27K
MUMICRON TECHNOLOGY INC
$26K
ZIMZIM INTEGRATED SHIPPING SERV
$26K
JMSTJ P MORGAN EXCHANGE TRADED F
$26K
NEOVWNEOVOLTA INC
$26K
4I1PHILIP MORRIS INTL INC
$25K
CHKPCHECK POINT SOFTWARE TECH LT
$25K
MCDMCDONALDS CORP
$25K
NREFNEXPOINT REAL ESTATE FIN INC
$24K
IEURISHARES TR
$24K
MTUMISHARES TR
$24K
TCAFT ROWE PRICE ETF INC
$24K
MDYGSPDR SERIES TRUST
$24K
RRCRANGE RES CORP
$23K
IWMISHARES TR
$23K
UNPUNION PAC CORP
$23K
CATCATERPILLAR INC
$23K
DGROISHARES TR
$23K
IPINTERNATIONAL PAPER CO
$23K
QCOMQUALCOMM INC
$22K
OXYOCCIDENTAL PETE CORP
$22K
XBMEXBLACKROCK HEALTH SCIENCES TE
$22K
CRMSALESFORCE INC
$21K
NOGNORTHERN OIL & GAS INC
$21K
ROPROPER TECHNOLOGIES INC
$21K
PRPLPURPLE INNOVATION INC
$21K
SGDMSPROTT ETF TRUST
$21K
EOGEOG RES INC
$21K
VWOVANGUARD INTL EQUITY INDEX F
$21K
DRIDARDEN RESTAURANTS INC
$20K
CINFCINCINNATI FINL CORP
$20K
IAGGISHARES TR
$20K
SNPSSYNOPSYS INC
$20K
METMETLIFE INC
$20K
SILASILA REALTY TRUST INC
$20K
BNDXVANGUARD CHARLOTTE FDS
$19K
LUMNLUMEN TECHNOLOGIES INC
$19K
ADBEADOBE INC
$19K
EQTEQT CORP
$18K
SPHQINVESCO EXCHANGE TRADED FD T
$18K
DONWISDOMTREE TR
$18K
JAAAJANUS DETROIT STR TR
$18K
LOWLOWES COS INC
$18K
WSOWATSCO INC
$18K
IWPISHARES TR
$17K
XMESPDR SERIES TRUST
$17K
SLYGSPDR SERIES TRUST
$16K
SILGLOBAL X FDS
$16K
VBRVANGUARD INDEX FDS
$16K
DECKDECKERS OUTDOOR CORP
$16K
ARMARM HOLDINGS PLC
$16K
PANWPALO ALTO NETWORKS INC
$16K
PGPROCTER AND GAMBLE CO
$16K
AXPAMERICAN EXPRESS CO
$16K
GDXJVANECK ETF TRUST
$16K
SPGIS&P GLOBAL INC
$16K
RTXRTX CORPORATION
$16K
GDXVANECK ETF TRUST
$16K
CSXCSX CORP
$16K
RINGISHARES INC
$16K
AVUVAMERICAN CENTY ETF TR
$15K
NRESDBX ETF TR
$15K
FNFFIDELITY NATIONAL FINANCIAL
$15K
HYBBISHARES TR
$15K
SMCISUPER MICRO COMPUTER INC
$15K
XLESELECT SECTOR SPDR TR
$14K
APDAIR PRODS & CHEMS INC
$14K
DYHTARGET CORP
$14K
ANETARISTA NETWORKS INC
$14K
CRWDCROWDSTRIKE HLDGS INC
$13K
LMTLOCKHEED MARTIN CORP
$13K
NEENEXTERA ENERGY INC
$13K
7HPHP INC
$13K
AVDVAMERICAN CENTY ETF TR
$13K
VLOVALERO ENERGY CORP
$13K
EWJISHARES INC
$12K
PPLTABRDN PLATINUM ETF TRUST
$12K
SPOTSPOTIFY TECHNOLOGY S A
$12K
VOTVANGUARD INDEX FDS
$12K
LGOVFIRST TR EXCHANGE-TRADED FD
$12K
CEGCONSTELLATION ENERGY CORP
$12K
ADIANALOG DEVICES INC
$12K
KNOVINNOVATOR ETFS TRUST
$12K
OREALTY INCOME CORP
$12K
PEPPEPSICO INC
$11K
INTCINTEL CORP
$11K
KCESPDR SERIES TRUST
$11K
CDNSCADENCE DESIGN SYSTEM INC
$11K
XLCSELECT SECTOR SPDR TR
$11K
VOVANGUARD INDEX FDS
$11K
STXSEAGATE TECHNOLOGY HLDNGS PL
$11K
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