Latest Legacy Wealth Management, Inc Stock Portfolio
Legacy Wealth Management, Inc Performance:
2024 Q3: 2.9%YTD: 1.79%2023: 5.76%
Performance for 2024 Q3 is 2.9%, and YTD is 1.79%, and 2023 is 5.76%.
About Legacy Wealth Management, Inc and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Legacy Wealth Management, Inc reported an equity portfolio of $1.5 Billions as of 30 Sep, 2024.
The top stock holdings of Legacy Wealth Management, Inc are IJR, IJR, FNDA. The fund has invested 18.8% of it's portfolio in ISHARES TR and 15.9% of portfolio in ISHARES TR.
They significantly reduced their stock positions in SCHWAB STRATEGIC TR (FNDA) and ISHARES TR (IJR). Legacy Wealth Management, Inc opened new stock positions in ISHARES TR (IBCE), SELECT SECTOR SPDR TR (XLB) and MICROSOFT CORP (MSFT). The fund showed a lot of confidence in some stocks as they added substantially to APPLE INC (AAPL), J P MORGAN EXCHANGE TRADED F (BBAX) and AT&T INC (T).
The top stock holdings of Legacy Wealth Management, Inc are IJR, IJR, FNDA. The fund has invested 18.8% of it's portfolio in ISHARES TR and 15.9% of portfolio in ISHARES TR.
They significantly reduced their stock positions in SCHWAB STRATEGIC TR (FNDA) and ISHARES TR (IJR). Legacy Wealth Management, Inc opened new stock positions in ISHARES TR (IBCE), SELECT SECTOR SPDR TR (XLB) and MICROSOFT CORP (MSFT). The fund showed a lot of confidence in some stocks as they added substantially to APPLE INC (AAPL), J P MORGAN EXCHANGE TRADED F (BBAX) and AT&T INC (T).
Legacy Wealth Management, Inc Annual Return Estimates Vs S&P 500
Our best estimate is that Legacy Wealth Management, Inc made a return of 2.9% in the last quarter. In trailing 12 months, it's portfolio return was 5.24%.
New Buys
| Ticker | $ Bought |
|---|---|
| ishares tr | 55,006,600 |
| select sector spdr tr | 820,412 |
| microsoft corp | 729,359 |
| select sector spdr tr | 687,083 |
| select sector spdr tr | 578,600 |
| nvidia corporation | 565,668 |
| meta platforms inc | 461,959 |
| amazon com inc | 435,640 |
New stocks bought by Legacy Wealth Management, Inc
Reductions
| Ticker | % Reduced |
|---|---|
| schwab strategic tr | -14.86 |
| ishares tr | -4.63 |
| schwab strategic tr | -2.58 |
| ishares tr | -2.06 |
| schwab strategic tr | -1.48 |
| schwab strategic tr | -1.3 |
| ishares tr | -0.69 |
| schwab strategic tr | -0.39 |
Legacy Wealth Management, Inc reduced stake in above stock
Sold off
Sector Distribution
Legacy Wealth Management, Inc has about 99.5% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 99.5 |
Market Cap. Distribution
Legacy Wealth Management, Inc has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 99.5 |
Stocks belong to which Index?
About 0% of the stocks held by Legacy Wealth Management, Inc either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 99.5 |
Legacy Wealth Management, Inc Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Legacy Wealth Management, Inc
Legacy Wealth Management, Inc has 44 stocks in it's portfolio. About 90.8% of the portfolio is in top 10 stocks. LLY proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Legacy Wealth Management, Inc last quarter.
Last Reported on: 25 Oct, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.05 | 3,247 | 756,551 | added | 224 | ||
| AMZN | amazon com inc | 0.03 | 2,338 | 435,640 | new | |||
| AVGO | broadcom inc | 0.02 | 1,888 | 325,680 | new | |||
| BBAX | j p morgan exchange traded f | 9.44 | 3,019,080 | 145,641,000 | added | 13.35 | ||
| BBAX | j p morgan exchange traded f | 4.54 | 1,381,600 | 70,102,400 | added | 2.76 | ||
| DFAC | dimensional etf trust | 0.01 | 5,951 | 204,060 | new | |||
| FBND | fidelity merrimack str tr | 8.90 | 2,937,260 | 137,287,000 | added | 2.18 | ||
| FNDA | schwab strategic tr | 12.87 | 3,592,810 | 198,646,000 | reduced | -1.48 | ||
| FNDA | schwab strategic tr | 7.40 | 1,375,280 | 114,272,000 | added | 2.25 | ||
| FNDA | schwab strategic tr | 3.42 | 777,112 | 52,727,000 | reduced | -2.58 | ||
| FNDA | schwab strategic tr | 1.84 | 550,598 | 28,355,800 | reduced | -1.3 | ||
| FNDA | schwab strategic tr | 0.05 | 12,429 | 826,777 | reduced | -0.39 | ||
| FNDA | schwab strategic tr | 0.03 | 10,764 | 511,505 | reduced | -14.86 | ||
| HCOM | hartford fds exchange traded | 1.12 | 440,435 | 17,353,100 | added | 4.04 | ||
| HD | home depot inc | 0.02 | 622 | 252,034 | new | |||
| IBCE | ishares tr | 3.56 | 757,354 | 55,006,600 | new | |||
| IJR | ishares tr | 18.83 | 503,811 | 290,608,000 | added | 1.74 | ||
| IJR | ishares tr | 15.92 | 781,596 | 245,726,000 | reduced | -0.69 | ||
| IJR | ishares tr | 5.69 | 1,409,250 | 87,824,700 | reduced | -2.06 | ||
| IJR | ishares tr | 3.62 | 477,610 | 55,861,200 | added | 2.8 | ||