Legacy Wealth Managment, LLC/ID Portfolio Holdings
Q3 2025•755 long positions•$213.7M portfolio value
We use cookies for analytics. See our Privacy and Cookie Policy.
Choose which columns to filter the table by
Choose which columns to display in the table
Holding812 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Medical - Devices Healthcare | $43.3M 20.26% | +$43.3M New | 21.31% 7.5M shares | 0 → 7.5M +$43.3M | New | $203.2M Micro Cap | Q3 2025 Held for 2 months | |
Electrical Equipment & Parts Industrials | $24.5M 11.47% | +$4.2M Bought | 16.07% 5.5M shares | 4.6M → 5.5M +$4.2M | +20.41% | $152.6M Micro Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $7.0M 3.25% | -$742.5K Sold | — 75.8K shares | 83.8K → 75.8K −$742.5K | -9.65% | — — | Q3 2024 Held for 1y 2m | |
Software - Infrastructure Technology | $6.5M 3.05% | +$6.4M Bought | 0.001% 23.2K shares | 493.0 → 23.2K +$6.4M | +4,601.01% | $801.76B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $6.0M 2.82% | +$3.7M Bought | — 180.1K shares | 68.3K → 180.1K +$3.7M | +163.6% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $5.8M 2.73% | -$4.2M Sold | — 296.4K shares | 510.7K → 296.4K −$4.2M | -41.95% | — — | Q1 2025 Held for 8 months | |
Unknown Unknown | $5.6M 2.64% | +$2.3M Bought | — 853.6K shares | 508.1K → 853.6K +$2.3M | +67.99% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $5.3M 2.5% | +$318.5K Bought | — 105.2K shares | 98.9K → 105.2K +$318.5K | +6.35% | — — | Q3 2024 Held for 1y 2m | |
Asset Management Financial Services | $4.3M 2.01% | +$1.8M Bought | 0.102% 287.1K shares | 168.4K → 287.1K +$1.8M | +70.46% | $4.2B Mid Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $4.3M 1.99% | +$4.3M New | — 81.4K shares | 0 → 81.4K +$4.3M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $3.7M 1.75% | +$3.2M Bought | — 62.6K shares | 9.8K → 62.6K +$3.2M | +540.03% | — — | Q3 2024 Held for 1y 2m | |
Asset Management Financial Services | $3.4M 1.6% | +$3.3M Bought | 0.693% 360.9K shares | 7.7K → 360.9K +$3.3M | +4,580.88% | $493.8M Small Cap | Q3 2024 Held for 1y 2m | |
Oil & Gas Midstream Energy | $3.3M 1.54% | +$3.3M New | 0.051% 85.9K shares | 0 → 85.9K +$3.3M | New | $6.4B Mid Cap | Q3 2025 Held for 2 months | |
ETF ETF | $3.1M 1.45% | +$150.4K Bought | — 112.0K shares | 106.5K → 112.0K +$150.4K | +5.11% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $3.1M 1.45% | +$798.0K Bought | — 30.8K shares | 22.9K → 30.8K +$798.0K | +34.83% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $3.0M 1.42% | -$10.0M Sold | — 23.4K shares | 100.8K → 23.4K −$10.0M | -76.76% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $2.6M 1.22% | +$111.1K Bought | — 74.6K shares | 71.4K → 74.6K +$111.1K | +4.46% | — — | Q3 2024 Held for 1y 2m | |
Software - Application Technology | $2.4M 1.13% | +$216.2K Bought | 0.003% 7.5K shares | 6.8K → 7.5K +$216.2K | +9.85% | $91.4B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $2.1M 0.99% | +$2.1M New | — 86.4K shares | 0 → 86.4K +$2.1M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $2.0M 0.955% | -$193.1K Sold | — 42.9K shares | 47.0K → 42.9K −$193.1K | -8.64% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $2.0M 0.937% | +$69.0K Bought | — 82.9K shares | 80.0K → 82.9K +$69.0K | +3.57% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $2.0M 0.936% | -$244.5K Sold | — 36.9K shares | 41.5K → 36.9K −$244.5K | -10.89% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.9M 0.909% | -$995.5K Sold | — 107.9K shares | 163.2K → 107.9K −$995.5K | -33.89% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $1.9M 0.897% | -$2.3M Sold | — 83.0K shares | 181.8K → 83.0K −$2.3M | -54.33% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $1.9M 0.891% | -$5.1M Sold | — 75.6K shares | 276.9K → 75.6K −$5.1M | -72.69% | — — | Q3 2024 Held for 1y 2m | |
Unknown Unknown | $1.8M 0.865% | +$1.8M Bought | 0.297% 140.8K shares | — | — | $622.9M Small Cap | Q1 2025 Held for 8 months | |
ETF ETF | $1.7M 0.818% | +$360.0K Bought | — 18.1K shares | 14.4K → 18.1K +$360.0K | +25.92% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.7M 0.815% | +$247.4K Bought | — 48.5K shares | 41.6K → 48.5K +$247.4K | +16.56% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $1.7M 0.809% | +$268.3K Bought | — 25.7K shares | 21.7K → 25.7K +$268.3K | +18.37% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $1.7M 0.804% | +$73.7K Bought | — 37.5K shares | 35.9K → 37.5K +$73.7K | +4.48% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $1.6M 0.732% | +$232.1K Bought | — 17.6K shares | 15.0K → 17.6K +$232.1K | +17.41% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $1.6M 0.728% | +$151.1K Bought | — 32.8K shares | 29.7K → 32.8K +$151.1K | +10.75% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $1.5M 0.715% | +$79.4K Bought | — 23.5K shares | 22.3K → 23.5K +$79.4K | +5.48% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $1.5M 0.713% | +$1.5M Bought | — 20.0K shares | 300.0 → 20.0K +$1.5M | +6,552.0% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $1.5M 0.706% | -$717.8K Sold | — 11.0K shares | 16.2K → 11.0K −$717.8K | -32.24% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $1.5M 0.698% | +$270.3K Bought | — 2.2K shares | 1.8K → 2.2K +$270.3K | +22.14% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $1.5M 0.683% | +$480.5K Bought | — 13.2K shares | 8.9K → 13.2K +$480.5K | +49.07% | — — | Q3 2024 Held for 1y 2m | |
Software - Application Technology | $1.4M 0.678% | — | 0.01% 4.5K shares | — | — | $14.7B Large Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $1.3M 0.628% | +$1.3M Bought | — 43.1K shares | 2.6K → 43.1K +$1.3M | +1,576.11% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.3M 0.597% | +$106.2K Bought | — 25.4K shares | 23.3K → 25.4K +$106.2K | +9.08% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $1.2M 0.58% | -$704.2K Sold | — 11.1K shares | 17.3K → 11.1K −$704.2K | -36.22% | — — | Q3 2024 Held for 1y 2m | |
Unknown Unknown | $1.2M 0.58% | +$1.2M Bought | — 3.5K shares | 190.0 → 3.5K +$1.2M | +1,734.21% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $1.0M 0.48% | -$138.1K Sold | — 3.1K shares | 3.5K → 3.1K −$138.1K | -11.87% | — — | Q3 2024 Held for 1y 2m | |
Consumer Electronics Technology | $1.0M 0.479% | -$141.6K Sold | 0.0% 4.0K shares | 4.6K → 4.0K −$141.6K | -12.14% | $3.78T Mega Cap | Q3 2024 Held for 1y 2m | |
Semiconductors Technology | $1.0M 0.475% | +$34.9K Bought | 0.0% 5.4K shares | 5.3K → 5.4K +$34.9K | +3.56% | $4.54T Mega Cap | Q2 2025 Held for 5 months | |
Specialty Retail Consumer Cyclical | $976.4K 0.457% | +$71.8K Bought | 0.0% 4.4K shares | 4.1K → 4.4K +$71.8K | +7.94% | $2.34T Mega Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $930.2K 0.435% | +$930.2K New | — 17.0K shares | 0 → 17.0K +$930.2K | New | — — | Q3 2025 Held for 2 months | |
Unknown Unknown | $879.0K 0.411% | +$879.0K New | — 37.8K shares | 0 → 37.8K +$879.0K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $798.2K 0.373% | +$86.7K Bought | — 30.9K shares | 27.5K → 30.9K +$86.7K | +12.19% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $748.0K 0.35% | -$37.1K Sold | — 28.9K shares | 30.3K → 28.9K −$37.1K | -4.72% | — — | Q3 2024 Held for 1y 2m |
