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CIK: 0001755933
Total reported value
$182.6M
$182.6M
109 檔
47.2%
In Q4 2024, Legacies Wealth LLC's U.S. equity holdings reached a combined market value of $182.6M, distributed across 109 disclosed stock positions.
In Q4 2024, Legacies Wealth LLC displayed an active expansion posture, initiating 4 new positions and adding to 9 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 25.05% | +1.53% | -14.77% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 22.59% | +0.04% | +2.00% | |
| 3 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 9.57% | -0.35% | +7.16% | |
| 4 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-Other | 5.29% | +0.91% | +4.12% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.35% | -0.06% | -0.03% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.49% | +0.01% | +5.02% | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.25% | -0.07% | +105.00% | |
| 8 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 2.82% | -0.01% | -1.47% | |
| 9 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.54% | -0.03% | +8.69% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.01% | — | +5.80% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.82% | +0.04% | +23.26% | |
| 12 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.73% | -0.05% | — | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.39% | -0.01% | — | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.05% | -0.13% | — | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.69% | -0.03% | — | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.69% | +0.05% | — | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.65% | -0.02% | — | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.63% | +0.06% | — | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.63% | -0.08% | — | |
| 20 | UNP | Union Pacific CORP | Stock-Industrials | 0.52% | -0.02% | — | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 0.47% | -0.01% | — | |
| 22 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.46% | -0.01% | +222.76% | |
| 23 | CRM | Salesforce Inc | Stock-Tech | 0.40% | — | — | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.38% | — | — | |
| 25 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.36% | -0.04% | — | |
| 26 | FICO | Fair Isaac CORP | Stock-Tech | 0.34% | — | — | |
| 27 | XLI | Ss Industrial Select Sector | ETF-Other | 0.33% | — | — | |
| 28 | BWB | Bridgewater Bancshares Inc | Stock-Other | 0.26% | -0.28% | EXIT | |
| 29 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.26% | — | — | |
| 30 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.25% | -0.02% | — | |
| 31 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.20% | +0.02% | NEW | |
| 32 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.20% | +0.07% | — | |
| 33 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.19% | -0.02% | — | |
| 34 | AON | Aon plc | Stock-Financials | 0.18% | -0.01% | — | |
| 35 | NEE | Nextera Energy Inc | Stock-Utilities | 0.18% | -0.03% | — | |
| 36 | PNC | Pnc Financial Services Group | Stock-Financials | 0.17% | +0.01% | — | |
| 37 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.17% | -0.05% | — | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.17% | — | — | |
| 39 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.17% | — | — | |
| 40 | MSI | Motorola Solutions Inc | Stock-Tech | 0.16% | -0.03% | — | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.16% | +0.01% | — | |
| 42 | ACN | Accenture plc | Stock-Tech | 0.14% | — | — | |
| 43 | DHR | Danaher CORP | Stock-Healthcare | 0.14% | — | — | |
| 44 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.13% | — | — | |
| 45 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.13% | -0.02% | — | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.12% | +0.59% | -2.80% | |
| 47 | PKG | Packaging CORP Of America | Stock-Consumer Disc | 0.12% | -0.01% | — | |
| 48 | ALL | Allstate CORP | Stock-Financials | 0.12% | — | — | |
| 49 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.12% | -0.01% | — | |
| 50 | AKX | Ansys Inc | Stock-Other | 0.11% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | OEF | Ishares S&p 100 ETF | +1.7% | NEW | New buy |
| 2 | VYM | Vanguard High Dvd Yield ETF | +1.6% | +105.00% | Add |
| 3 | IWS | Ishares Russell Mid-cap Valu | +0.3% | +222.76% | Add |
| 4 | IJR | Ishares Core S&p Small-cap E | +0.3% | +23.26% | Add |
| 5 | IJT | Ishares S&p Small-cap 600 Gr | +0.3% | NEW | New buy |
| 6 | AAPL | Apple Inc | +0.2% | -0.03% | Trim |
| 7 | TSLA | Tesla Inc | +0.2% | NEW | New buy |
| 8 | IWP | Ishares Russell Mid-cap Grow | +0.1% | -1.47% | Trim |
| 9 | VOE | Vanguard Mid-cap Value ETF | +0.1% | +7.16% | Add |
| 10 | GOOG | Alphabet Inc-cl C | +0.1% | — | Unchanged |
| 11 | JPM | Jpmorgan Chase & Co | +0.1% | — | Unchanged |
| 12 | GOOGL | Alphabet Inc-cl A | +0.1% | — | Unchanged |
| 13 | CRM | Salesforce Inc | +0.1% | — | Unchanged |
| 14 | V | Visa Inc-class A Shares | +0.1% | — | Unchanged |
| 15 | AMZN | Amazon.com Inc | +0.1% | — | Unchanged |
| 16 | IVV | Ishares Core S&p 500 ETF | +0.1% | NEW | New buy |
| 17 | AMP | Ameriprise Financial Inc | 0% | — | Unchanged |
| 18 | TSM | Taiwan Semiconductor-sp Adr | 0% | — | Unchanged |
| 19 | CSCO | Cisco Systems Inc | 0% | — | Unchanged |
| 20 | LLYVK* | Liberty Media Corp-liberty-c | 0% | — | Unchanged |
| 21 | BA | Boeing Co/the | 0% | — | Unchanged |
| 22 | META | Meta Platforms Inc-class A | — | — | Unchanged |
| 23 | BAC | Bank Of America CORP | — | — | Unchanged |
| 24 | WFC | Wells Fargo & Co | 0% | EXIT | Sold out |
| 25 | IDXX | Idexx Laboratories Inc | 0% | — | Unchanged |
| 26 | AZNN | Astrazeneca Plc-spons Adr | 0% | — | Unchanged |
| 27 | LOW | Lowe's Cos Inc | 0% | — | Unchanged |
| 28 | SBAC | Sba Communications CORP | 0% | — | Unchanged |
| 29 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -26.87% | Trim |
| 31 | NOC | Northrop Grumman CORP | 0% | — | Unchanged |
| 32 | JNJ | Johnson & Johnson | 0% | — | Unchanged |
| 33 | NXPI | NXP Semiconductors N.V. | 0% | — | Unchanged |
| 34 | CDW | Cdw Corp/de | 0% | — | Unchanged |
| 35 | BWB | Bridgewater Bancshares Inc | 0% | — | Unchanged |
| 36 | MTD | Mettler-toledo International | 0% | — | Unchanged |
| 37 | DHR | Danaher CORP | 0% | — | Unchanged |
| 38 | XLP | Ss Consumer Staples Sel Sect | 0% | — | Unchanged |
| 39 | LMT | Lockheed Martin CORP | 0% | — | Unchanged |
| 40 | NEE | Nextera Energy Inc | 0% | — | Unchanged |
| 41 | UNH | Unitedhealth Group Inc | 0% | — | Unchanged |
| 42 | MSFT | Microsoft CORP | -0.1% | — | Unchanged |
| 43 | UNP | Union Pacific CORP | -0.1% | — | Unchanged |
| 44 | VIOG | Vanguard S&p Sm Cap 600 Grw | -0.1% | +4.12% | Add |
| 45 | IXUS | Ishares Core Intl Stock ETF | -0.1% | +8.69% | Add |
| 46 | VNQ | Vanguard Real Estate ETF | -0.1% | +5.80% | Add |
| 47 | EFA | Ishares Msci Eafe ETF | -0.2% | — | Unchanged |
| 48 | VWO | Vanguard Ftse Emerging Marke | -0.2% | +5.02% | Add |
| 49 | VTV | Vanguard Value ETF | -0.8% | +2.00% | Add |
| 50 | VUG | Vanguard Growth ETF | -3.1% | -14.77% | Trim |
According to official SEC Form 13F filings, Legacies Wealth LLC reported a total U.S. public equity portfolio value of $182.6M across 109 disclosed positions in Q4 2024.
During Q4 2024, Legacies Wealth LLC's top holdings by market value included VUG (25.1%)、VTV (22.6%)、VOE (9.6%). The largest single position, VUG, represented 25.1% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VUG, VTV, VOE) accounted for 47.2% of total reported equity market value during Q4 2024.
Top New Position Initiated
OEF
市值: $2.2M
Top Position Liquidated / Trimmed
WFC
前期市值: $16.9K
In Q4 2024, Legacies Wealth LLC made 18 total portfolio adjustments, initiating 4 new buys, adding to 9 positions, trimming 4 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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