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CIK: 0001488921
Total reported value
$1.9B
$1.9B
42 檔
54.2%
During the Q4 2024 filing period, Legacy Wealth Management, LLC (CIK: 0001488921) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.9B across 42 reported positions.
In Q4 2024, Legacy Wealth Management, LLC displayed an active expansion posture, initiating 1 new positions and adding to 23 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 | 19.41% | +0.89% | +1.94% | |
| 2 | IWB | Ishares Russell 1000 ETF | ETF-Other | 16.08% | +0.32% | -0.50% | |
| 3 | SCHK | Schwab 1000 Index ETF | ETF-Large Cap & Growth | 12.67% | +0.07% | +94.02% | |
| 4 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 9.41% | -0.65% | +5.38% | |
| 5 | FBND | Fidelity Total Bond ETF | ETF-Other | 8.87% | +3.77% | +4.89% | |
| 6 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 7.44% | +0.47% | +203.94% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.44% | +0.03% | -3.45% | |
| 8 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 4.67% | -4.83% | +4.57% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.61% | +0.18% | +2.17% | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.34% | -0.09% | +188.45% | |
| 11 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 3.32% | -0.10% | +3.25% | |
| 12 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.79% | +0.01% | +96.05% | |
| 13 | HMOP | Hartford Municipal Opp ETF | ETF-Other | 1.24% | -0.10% | +13.84% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.84% | +0.06% | -0.35% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.51% | +0.02% | +2.43% | |
| 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 | 0.22% | -0.04% | -9.59% | |
| 18 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.05% | — | +197.06% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.05% | — | +0.92% | |
| 20 | XLK | Ss Technology Select Sector | ETF-Tech | 0.05% | — | -3.80% | |
| 21 | XLF | Ss Financial Select Sector | ETF-Other | 0.05% | — | +26.30% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.05% | -0.01% | EXIT | |
| 23 | XLV | Ss Health Care Select Sector | ETF-Other | 0.04% | — | +11.03% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.04% | — | +8.09% | |
| 25 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.03% | — | +121.96% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.03% | — | +0.98% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.03% | -0.01% | — | |
| 28 | T | At&t Inc | Stock-Comm Services | 0.03% | -0.01% | -77.16% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.03% | — | +1.49% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.03% | — | -2.17% | |
| 31 | SO | Southern Co/the | Stock-Utilities | 0.03% | — | — | |
| 32 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.03% | — | -8.04% | |
| 33 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.02% | — | -1.93% | |
| 34 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.02% | — | +11.22% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.02% | — | +1.83% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.02% | — | -2.41% | |
| 37 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.02% | — | — | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.02% | — | — | |
| 39 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.02% | — | -9.64% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.02% | — | -0.64% | |
| 41 | NFLX | Netflix Inc | Stock-Comm Services | 0.01% | — | — | |
| 42 | 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 42 disclosed positions in Q4 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 54.2% of total reported equity market value during Q4 2024.
Top New Position Initiated
NFLX
市值: $216.6K
Top Position Liquidated / Trimmed
VOO
前期市值: $357.0K
During Q4 2024, Legacy Wealth Management, LLC's top holdings by market value included IVV (19.4%)、IWB (16.1%)、SCHK (12.7%). The largest single position, IVV, represented 19.4% of total portfolio value.
In Q4 2024, Legacy Wealth Management, LLC made 39 total portfolio adjustments, initiating 1 new buys, adding to 23 positions, trimming 12 holdings, and fully liquidating 3 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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