Legacy Wealth Managment, LLC/ID 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
LW Legacy Wealth Managment, LLC/ID | Institutional Filer | ▲ 2.28% | $189.7M | 1033 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 1033)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | XXV | SIMPLIFY EXCHANGE TRADED FUN | — | 896K | $20.3M | 10.70% |
| 2 | NEOV | NeoVolta Inc. | Industrials | 5.3M | $16.4M | 8.65% |
| 3 | BUFD | FIRST TR EXCHNG TRADED FD VI | — | 255K | $7.1M | 3.76% |
| 4 | BIL | SPDR SERIES TRUST | — | 70K | $6.4M | 3.36% |
| 5 | BUFR | FIRST TR EXCHNG TRADED FD VI | — | 180K | $6.1M | 3.20% |
| 6 | BUFQ | FIRST TR EXCHNG TRADED FD VI | — | 161K | $5.7M | 3.01% |
| 7 | ICSH | ISHARES TR | — | 103K | $5.2M | 2.74% |
| 8 | BUFT | FIRST TR EXCHNG TRADED FD VI | — | 201K | $5.0M | 2.63% |
| 9 | FTSM | FIRST TR EXCHANGE-TRADED FD | — | 58K | $3.4M | 1.82% |
| 10 | BITO | PROSHARES TR | — | 261K | $2.4M | 1.28% |
| 11 | DGRW | WISDOMTREE TR | — | 26K | $2.3M | 1.22% |
| 12 | RDVY | FIRST TR EXCHANGE TRADED FD | — | 34K | $2.3M | 1.21% |
| 13 | ECC | Eagle Point Credit Company Inc. | Financial Services | 576K | $2.2M | 1.14% |
| 14 | QQQM | INVESCO EXCH TRADED FD TR II | — | 9K | $2.2M | 1.14% |
| 15 | VNOM | Viper Energy, Inc. | Energy | 46K | $2.1M | 1.13% |
Showing 1 to 15 of 1000 holdings