Latest Legacy Wealth Management, Inc Stock Portfolio
$1.36Billion
Equity Portfolio Value
Last Reported on: 12 Apr, 2024
About Legacy Wealth Management, Inc and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Legacy Wealth Management, Inc reported an equity portfolio of $1.4 Billions as of 31 Mar, 2024.
The top stock holdings of Legacy Wealth Management, Inc are AGG, AGG, FNDA. The fund has invested 18.9% of it's portfolio in ISHARES TR and 16.8% of portfolio in ISHARES TR.
They significantly reduced their stock positions in SCHWAB STRATEGIC TR (FNDA), ISHARES TR (AGG) and ISHARES TR (IBCE). Legacy Wealth Management, Inc opened new stock positions in AT&T INC (T), APPLE INC (AAPL) and WARNER BROS DISCOVERY INC (WBD). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AGG), SPDR S&P 500 ETF TR (SPY) and J P MORGAN EXCHANGE TRADED F (BBAX).
The top stock holdings of Legacy Wealth Management, Inc are AGG, AGG, FNDA. The fund has invested 18.9% of it's portfolio in ISHARES TR and 16.8% of portfolio in ISHARES TR.
They significantly reduced their stock positions in SCHWAB STRATEGIC TR (FNDA), ISHARES TR (AGG) and ISHARES TR (IBCE). Legacy Wealth Management, Inc opened new stock positions in AT&T INC (T), APPLE INC (AAPL) and WARNER BROS DISCOVERY INC (WBD). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AGG), SPDR S&P 500 ETF TR (SPY) and J P MORGAN EXCHANGE TRADED F (BBAX).
New Buys
| Ticker | $ Bought |
|---|---|
| AT&T INC | 1,622,190 |
| APPLE INC | 323,224 |
| WARNER BROS DISCOVERY INC | 197,673 |
New stocks bought by Legacy Wealth Management, Inc
Additions
| Ticker | % Inc. |
|---|---|
| ISHARES TR | 35,155 |
| ISHARES TR | 374 |
| SPDR S&P 500 ETF TR | 18.59 |
| J P MORGAN EXCHANGE TRADED F | 7.56 |
| J P MORGAN EXCHANGE TRADED F | 4.18 |
| FIDELITY MERRIMACK STR TR | 3.77 |
| ISHARES TR | 3.55 |
| HARTFORD FDS EXCHANGE TRADED | 1.9 |
Additions to existing portfolio by Legacy Wealth Management, Inc
Reductions
| Ticker | % Reduced |
|---|---|
| SCHWAB STRATEGIC TR | -57.24 |
| ISHARES TR | -11.15 |
| SCHWAB STRATEGIC TR | -9.48 |
| SCHWAB STRATEGIC TR | -8.88 |
| ISHARES TR | -6.34 |
| SCHWAB STRATEGIC TR | -5.77 |
| SCHWAB STRATEGIC TR | -3.81 |
| INVESCO QQQ TR | -1.29 |
Legacy Wealth Management, Inc reduced stake in above stock
Sold off
Current Stock Holdings of Legacy Wealth Management, Inc
Last Reported on: 12 Apr, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 0.02 | 1,885 | 323,224 | NEW | ||
| AGG | ISHARES TR | 18.87 | 486,884 | 255,970,000 | ADDED | 35,155 | |
| AGG | ISHARES TR | 16.75 | 788,792 | 227,196,000 | REDUCED | -1.07 | |
| AGG | ISHARES TR | 6.62 | 1,478,720 | 89,817,600 | ADDED | 374 | |
| AGG | ISHARES TR | 3.68 | 451,745 | 49,926,800 | ADDED | 3.55 | |
| AGG | ISHARES TR | 0.92 | 59,345 | 12,480,200 | REDUCED | -1.21 | |
| AGG | ISHARES TR | 0.27 | 37,738 | 3,696,060 | UNCHANGED | 0.00 | |
| AGG | ISHARES TR | 0.03 | 1,283 | 432,435 | REDUCED | -11.15 | |
| AGG | ISHARES TR | 0.02 | 1,504 | 269,381 | UNCHANGED | 0.00 | |
| BBAX | J P MORGAN EXCHANGE TRADED F | 8.57 | 2,491,230 | 116,204,000 | ADDED | 7.56 | |
| BBAX | J P MORGAN EXCHANGE TRADED F | 4.89 | 1,314,840 | 66,333,500 | ADDED | 4.18 | |
| FBND | FIDELITY MERRIMACK STR TR | 9.38 | 2,808,500 | 127,253,000 | ADDED | 3.77 | |
| FNDA | SCHWAB STRATEGIC TR | 13.76 | 3,683,410 | 186,638,000 | REDUCED | -57.24 | |
| FNDA | SCHWAB STRATEGIC TR | 8.09 | 1,347,890 | 109,759,000 | REDUCED | -3.81 | |
| FNDA | SCHWAB STRATEGIC TR | 3.70 | 808,764 | 50,191,900 | REDUCED | -5.77 | |
| FNDA | SCHWAB STRATEGIC TR | 2.04 | 560,586 | 27,603,200 | REDUCED | -1.06 | |
| FNDA | SCHWAB STRATEGIC TR | 0.06 | 14,398 | 878,998 | REDUCED | -9.48 | |
| FNDA | SCHWAB STRATEGIC TR | 0.04 | 11,790 | 542,340 | REDUCED | -8.88 | |
| HCOM | HARTFORD FDS EXCHANGE TRADED | 1.21 | 423,304 | 16,441,100 | ADDED | 1.9 | |
| IBCE | ISHARES TR | 0.01 | 3,087 | 209,484 | REDUCED | -6.34 | |
| QQQ | INVESCO QQQ TR | 0.02 | 536 | 238,112 | REDUCED | -1.29 | |
| SPY | SPDR S&P 500 ETF TR | 0.39 | 10,169 | 5,319,340 | ADDED | 18.59 | |
| T | AT&T INC | 0.12 | 92,170 | 1,622,190 | NEW | ||
| VOO | VANGUARD INDEX FDS | 0.52 | 26,995 | 7,016,000 | UNCHANGED | 0.00 | |
| WBD | WARNER BROS DISCOVERY INC | 0.01 | 22,643 | 197,673 | NEW |