LW

Legacy Wealth Managment, LLC/ID

13F
Legacy Wealth Managment, LLC/ID
Last update 2025-05-16 818 Stocks (105 new)
Value $142.00 Mil Turnover 14 %
Countries:
Top Holdings: DVN(8.09%)BIL(7.50%)BITO(6.62%)ICSH(5.87%)NEOV(5.55%)
Summary Stock Picks Current Portfolio
Legacy Wealth Managment, LLC/I... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DVN
Devon Energy Corp
305,912
11,441.1
-1.15%
8.090
-0.08%
0.050
+7.70%
+3.00%
21,343.4
Oil & Gas
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
115,746
10,617.4
+3.57%
7.500
+0.26%
0.020
+1.05%
+2.34%
41,778.1
 
BITO
ProShares Bitcoin ETF
511,137
9,364.0
-0.36%
6.620
-0.03%
0.450
+24.93%
+22.83%
2,749.3
 
ICSH
iShares Ultra Short Duration Bond Active ETF
iShares Ultra Short Duration Bond Active ETF
163,974
8,313.5
+22.23%
5.870
+1.07%
0.140
+1.28%
+2.77%
5,963.7
 
NEOV
NeoVolta Inc
3,622,293
7,860.4
+2.68%
5.550
+0.14%
10.620
+126.48%
-4.80%
169.3
Industrial Products
ECC
Eagle Point Credit Co Inc
809,284
6,555.2
-4.55%
4.630
-0.22%
0.670
-1.65%
-9.47%
858.1
Asset Management
SVOL
Simplify Volatility Premium ETF
232,920
4,234.5
-30.37%
2.990
-1.38%
0.440
+17.01%
-6.96%
888.5
 
BSGM
BioSig Technologies Inc
6,216,508
3,737.4
+72.53%
2.640
+1.11%
25.640
+765.63%
+271.81%
151.2
Medical Devices & Instruments
SPY PUT
SPDR S&P 500 ETF Trust
6,400
3,580.1
0%
2.530
0%
0.000
+18.80%
+8.86%
654,366.5
 
GBIL
Goldman Sachs Access Treasury 0-1 Year ETF
Goldman Sachs Access Treasury 0-1 Year ETF
34,474
3,453.6
-28.63%
2.440
-0.88%
0.050
+1.01%
+2.21%
6,375.2
 

Legacy Wealth Managment, LLC/ID's Historical Top Holdings Breakdowns

Legacy Wealth Managment, LLC/ID's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BALT
Innovator Defined Wealth Shield ETF
2025-03-31
Add
Add
+2.14%
●
31.31 ($31.58) 31.89
$32.33
2.37%
Add 3617.67%
99,113
96,447
JCPB
JPMorgan Core Plus Bond ETF
2025-03-31
Reduce
Reduce
-1.94%
●
45.56 ($46.5) 47.23
$46.69
0.41%
Reduce -95.98%
2,745
-65,471
MSTR
Strategy
2025-03-31
Reduce
Reduce
-1.56%
●
239.27 ($317.51) 396.5
$412.67
29.97%
Reduce -99.71%
22
-7,442
JAAA
Janus Henderson AAA CLO ETF
2025-03-31
Reduce
Reduce
-1.48%
●
50.48 ($50.78) 51.04
$50.68
-0.20%
Reduce -95.38%
2,195
-45,329
JBND
JP MORGAN ETF TRUS
2025-03-31
New Buy
New Buy
+1.46%
●
51.74 ($52.79) 53.63
$53.19
0.76%
New holding
38,652
38,652
SVOL
Simplify Volatility Premium ETF
2025-03-31
Reduce
Reduce
-1.38%
●
17.92 ($20.33) 21.7
$17.67
-13.08%
Reduce -30.37%
232,920
-101,582
GSY
Invesco Ultra Short Duration ETF
2025-03-31
Reduce
Reduce
-1.32%
●
50.03 ($50.15) 50.27
$50.10
-0.10%
Reduce -61.96%
25,224
-41,088
BSGM
BioSig Technologies Inc
2025-03-31
Add
Add
+1.11%
●
0.49 ($0.94) 1.58
$5.54
489.36%
Add 72.53%
6,216,508
2,613,335
ICSH
iShares Ultra Short Duration Bond Active ETF
iShares Ultra Short Duration Bond Active ETF
2025-03-31
Add
Add
+1.07%
●
50.44 ($50.57) 50.7
$50.65
0.16%
Add 22.23%
163,974
29,821
JPIE
JPMorgan Income ETF
2025-03-31
Reduce
Reduce
-1.06%
●
45.46 ($45.88) 46.18
$46.20
0.71%
Reduce -47.96%
39,074
-36,015

Legacy Wealth Managment, LLC/ID Total Holding History ($B)

To

Legacy Wealth Managment, LLC/ID's Asset Allocation

To

Legacy Wealth Managment, LLC/ID Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Legacy Wealth Managment, LLC/ID's Hypothetical Growth since 2025-03-31

Legacy Wealth Managment, LLC/ID's Yearly Returns

Year Portfolio % % Excess Gain %

Legacy Wealth Managment, LLC/ID's Holdings Heat Map

Size field:

Legacy Wealth Managment, LLC/ID's Holdings Bubble Chart

Legacy Wealth Managment, LLC/ID News

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