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CIK: 0001488921
Total reported value
$1.9B
$1.9B
44 檔
53.3%
According to the latest 13F quarterly dataset, Legacy Wealth Management, LLC managed an equity portfolio of $1.9B at the end of Q3 2024, spanning 44 distinct U.S. exchange-listed positions.
In Q3 2024, Legacy Wealth Management, LLC displayed an active expansion posture, initiating 21 new positions and adding to 9 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 18.83% | +0.89% | +1.74% | |
| 2 | IWB | Ishares Russell 1000 ETF | ETF-Other | 15.92% | +0.32% | -0.69% | |
| 3 | SCHK | Schwab 1000 Index ETF | ETF-Large Cap & Growth | 12.87% | +0.07% | -1.48% | |
| 4 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 9.44% | -0.65% | +13.35% | |
| 5 | FBND | Fidelity Total Bond ETF | ETF-Other | 8.90% | +3.77% | +2.18% | |
| 6 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 7.40% | +0.47% | +2.25% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.69% | +0.03% | -2.06% | |
| 8 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 4.54% | -4.83% | +2.76% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.62% | +0.18% | +2.80% | |
| 10 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 3.56% | -0.10% | — | |
| 11 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.42% | -0.09% | -2.58% | |
| 12 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.84% | +0.01% | -1.30% | |
| 13 | HMOP | Hartford Municipal Opp ETF | ETF-Other | 1.12% | -0.10% | +4.04% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.85% | +0.06% | -0.04% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.50% | +0.02% | — | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.37% | +0.01% | — | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.25% | -0.04% | -4.63% | |
| 18 | T | At&t Inc | Stock-Comm Services | 0.13% | -0.01% | +4.49% | |
| 19 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.05% | — | -0.39% | |
| 20 | XLK | Ss Technology Select Sector | ETF-Tech | 0.05% | — | — | |
| 21 | AAPL | Apple Inc | Stock-Tech | 0.05% | — | +224.38% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.05% | -0.01% | EXIT | |
| 23 | XLV | Ss Health Care Select Sector | ETF-Other | 0.04% | — | — | |
| 24 | XLF | Ss Financial Select Sector | ETF-Other | 0.04% | — | — | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.04% | — | — | |
| 26 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.03% | — | -14.86% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.03% | -0.01% | — | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.03% | — | — | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.03% | — | — | |
| 30 | SO | Southern Co/the | Stock-Utilities | 0.03% | — | — | |
| 31 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.02% | — | — | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.02% | — | — | |
| 33 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.02% | — | — | |
| 34 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.02% | — | — | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.02% | — | — | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.02% | — | — | |
| 37 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.02% | — | — | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.02% | — | — | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.02% | — | — | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.02% | — | — | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.02% | — | — | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.01% | — | — | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.01% | — | — | |
| 44 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.01% | — | — |
According to official SEC Form 13F filings, Legacy Wealth Management, LLC reported a total U.S. public equity portfolio value of $1.9B across 44 disclosed positions in Q3 2024.
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 IVV, IWB, SCHK) accounted for 53.3% of total reported equity market value during Q3 2024.
Top New Position Initiated
IXUS
市值: $55.0M
Top Position Liquidated / Trimmed
IWB
前期市值: $234.2M
During Q3 2024, Legacy Wealth Management, LLC's top holdings by market value included IVV (18.8%)、IWB (15.9%)、SCHK (12.9%). The largest single position, IVV, represented 18.8% of total portfolio value.
In Q3 2024, Legacy Wealth Management, LLC made 39 total portfolio adjustments, initiating 21 new buys, adding to 9 positions, trimming 9 holdings, and fully liquidating 0 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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