Legacy Wealth Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
LW Legacy Wealth Advisors, LLC | Institutional Filer | ▲ 29.37% | $196.0M | 109 |
Current Portfolio Holdings
Showing all 109 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | — | 467K | $47.0M | 24.00% |
| 2 | JPST | J P MORGAN EXCHANGE TRADED F | — | 368K | $18.6M | 9.50% |
| 3 | SPY | SPDR S&P 500 ETF Trust | — | 27K | $17.3M | 8.81% |
| 4 | BRKA | BERKSHIRE HATHAWAY INC DEL | — | 19 | $13.6M | 6.96% |
| 5 | BUFC | AB ACTIVE ETFS INC | — | 163K | $6.6M | 3.37% |
| 6 | VTI | VANGUARD INDEX FDS | — | 18K | $5.8M | 2.97% |
| 7 | AAPL | Apple Inc. | Technology | 22K | $5.7M | 2.91% |
| 8 | NVDA | NVIDIA Corporation | Technology | 28K | $4.9M | 2.51% |
| 9 | BIL | SPDR SERIES TRUST | — | 48K | $4.4M | 2.25% |
| 10 | YEAR | AB ACTIVE ETFS INC | — | 77K | $3.9M | 1.99% |
| 11 | MSFT | Microsoft Corporation | Technology | 10K | $3.8M | 1.93% |
| 12 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 16K | $3.4M | 1.72% |
| 13 | GOOGL | Alphabet Inc. | Technology | 10K | $3.0M | 1.52% |
| 14 | SCHD | SCHWAB STRATEGIC TR | — | 81K | $2.5M | 1.26% |
| 15 | VEA | VANGUARD TAX-MANAGED FDS | — | 38K | $2.4M | 1.23% |
Showing 1 to 15 of 109 holdings