Legacy Wealth Management, Inc Portfolio Holdings
Q3 2025•29 long positions•$1.7B portfolio value
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Holding31 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $359.8M 21.18% | +$5.0M Bought | — 537.5K shares | 530.0K → 537.5K +$5.0M | +1.41% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $264.1M 15.55% | -$2.3M Sold | — 722.6K shares | 728.9K → 722.6K −$2.3M | -0.86% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $204.3M 12.03% | -$9.3M Sold | — 6.4M shares | 6.7M → 6.4M −$9.3M | -4.34% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $168.7M 9.93% | +$11.0M Bought | — 3.5M shares | 3.3M → 3.5M +$11.0M | +7.0% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $150.3M 8.85% | +$7.0M Bought | — 3.2M shares | 3.1M → 3.2M +$7.0M | +4.9% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $124.6M 7.34% | +$675.9K Bought | — 4.2M shares | 4.2M → 4.2M +$675.9K | +0.55% | — — | Q4 2014 Held for 10y 11m | |
ETF ETF | $89.8M 5.29% | -$842.8K Sold | — 1.4M shares | 1.4M → 1.4M −$842.8K | -0.93% | — — | Q4 2014 Held for 10y 11m | |
ETF ETF | $78.5M 4.62% | +$3.5M Bought | — 1.5M shares | 1.5M → 1.5M +$3.5M | +4.73% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $63.1M 3.72% | -$761.8K Sold | — 764.1K shares | 773.3K → 764.1K −$761.8K | -1.19% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $60.1M 3.54% | -$1.6M Sold | — 2.3M shares | 2.3M → 2.3M −$1.6M | -2.62% | — — | Q3 2014 Held for 11y 2m | |
ETF ETF | $49.9M 2.94% | -$9.0M Sold | — 419.7K shares | 495.7K → 419.7K −$9.0M | -15.32% | — — | Q2 2016 Held for 9y 5m | |
ETF ETF | $24.9M 1.46% | -$6.7M Sold | — 890.7K shares | 1.1M → 890.7K −$6.7M | -21.16% | — — | Q4 2015 Held for 9y 11m | |
ETF ETF | $21.3M 1.26% | +$1.8M Bought | — 547.5K shares | 501.4K → 547.5K +$1.8M | +9.18% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $13.3M 0.784% | -$246.3K Sold | — 55.0K shares | 56.0K → 55.0K −$246.3K | -1.82% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $9.3M 0.545% | +$328.2 Bought | — 28.2K shares | 28.2K → 28.2K +$328.2 | +0.0% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $6.5M 0.381% | -$186.5K Sold | — 9.7K shares | 10.0K → 9.7K −$186.5K | -2.8% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $3.9M 0.23% | -$67.2K Sold | — 38.9K shares | 39.6K → 38.9K −$67.2K | -1.69% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $988.8K 0.058% | +$17.3K Bought | — 38.5K shares | 37.8K → 38.5K +$17.3K | +1.78% | — — | Q3 2016 Held for 9y 2m | |
ETF ETF | $898.1K 0.053% | +$22.4K Bought | — 35.1K shares | 34.2K → 35.1K +$22.4K | +2.56% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $741.1K 0.044% | +$40.7K Bought | — 31.6K shares | 29.8K → 31.6K +$40.7K | +5.8% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $737.6K 0.043% | — | — 1.5K shares | — | — | — — | Q2 2025 Held for 5 months | |
ETF ETF | $596.8K 0.035% | — | — 1.3K shares | — | — | — — | Q2 2019 Held for 6y 5m | |
Telecommunications Services Communication Services | $508.8K 0.03% | -$8.7K Sold | 0.0% 18.0K shares | 18.3K → 18.0K −$8.7K | -1.68% | $201.93B Mega Cap | Q1 2024 Held for 1y 8m | |
Semiconductors Technology | $353.6K 0.021% | +$3.9K Bought | 0.0% 1.9K shares | 1.9K → 1.9K +$3.9K | +1.12% | $4.54T Mega Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $307.7K 0.018% | -$2.4K Sold | — 512.0 shares | 516.0 → 512.0 −$2.4K | -0.78% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $306.2K 0.018% | -$4.7K Sold | — 1.5K shares | 1.5K → 1.5K −$4.7K | -1.51% | — — | Q3 2022 Held for 3y 2m | |
Software - Infrastructure Technology | $271.9K 0.016% | -$165.7K Sold | 0.0% 525.0 shares | 845.0 → 525.0 −$165.7K | -37.87% | $3.85T Mega Cap | Q3 2024 Held for 1y 2m | |
Consumer Electronics Technology | $248.3K 0.015% | -$735.1K Sold | 0.0% 975.0 shares | 3.9K → 975.0 −$735.1K | -74.75% | $3.78T Mega Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $229.5K 0.014% | — | — 6.0K shares | — | — | — — | Q3 2024 Held for 1y 2m | |
Regulated Electric Utilities | - — | -$380.5K Sold | — - shares | 4.1K → 0 −$380.5K | Sold | $100.0B Large Cap | Q3 2024 Held for 1y 2m | |
Tobacco Consumer Defensive | - — | -$207.8K Sold | — - shares | 1.1K → 0 −$207.8K | Sold | $287.16B Mega Cap | Q2 2025 Held for 5 months |
