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Size ($ in 1000's)
At 03/31/2024: $1,356,558
At 12/31/2023: $1,262,895
Legacy Wealth Management Inc holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Legacy Wealth Management Inc 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Legacy Wealth Management Inc top holdings by largest position size, as per the latest 13f filing made by Legacy Wealth Management Inc.
In the Legacy Wealth Management Inc-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Legacy Wealth Management Inc in that top holding, then the share count change between reporting periods, and finally the Legacy Wealth Management Inc top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| ISHARES TR (IVV) |
486,884 |
+485,503 |
$255,970 | | IVV | 486,884 | +485,503 | $255,970 | | ISHARES TR (IWB) |
788,792 |
-8,529 |
$227,196 | | IWB | 788,792 | -8,529 | $227,196 | | SCHWAB STRATEGIC TR |
3,683,412 |
-4,930,548 |
$186,638 | | SCHK | 3,683,412 | -4,930,548 | $186,638 | | FIDELITY MERRIMACK STR TR |
2,808,495 |
+101,951 |
$127,253 | | FBND | 2,808,495 | +101,951 | $127,253 | | J P MORGAN EXCHANGE TRADED F (JCPB) |
2,491,232 |
+175,127 |
$116,204 | | JCPB | 2,491,232 | +175,127 | $116,204 | | SCHWAB STRATEGIC TR |
1,347,894 |
-53,390 |
$109,759 | | SCHM | 1,347,894 | -53,390 | $109,759 | | ISHARES TR (IJH) |
1,478,723 |
+1,167,330 |
$89,818 | | IJH | 1,478,723 | +1,167,330 | $89,818 | | J P MORGAN EXCHANGE TRADED F (JPST) |
1,314,837 |
+52,813 |
$66,334 | | JPST | 1,314,837 | +52,813 | $66,334 | | SCHWAB STRATEGIC TR |
808,764 |
-49,556 |
$50,192 | | SCHX | 808,764 | -49,556 | $50,192 | | ISHARES TR (IJR) |
451,745 |
+15,483 |
$49,927 | | IJR | 451,745 | +15,483 | $49,927 | | SCHWAB STRATEGIC TR |
560,586 |
-6,022 |
$27,603 | | SCHA | 560,586 | -6,022 | $27,603 | | HARTFORD FDS EXCHANGE TRADED (HMOP) |
423,304 |
+7,899 |
$16,441 | | HMOP | 423,304 | +7,899 | $16,441 | | ISHARES TR (IWM) |
59,345 |
-724 |
$12,480 | | IWM | 59,345 | -724 | $12,480 | | VANGUARD INDEX FDS (VTI) |
26,995 |
UNCH |
$7,016 | | VTI | 26,995 | UNCH | $7,016 | | SPDR S&P 500 ETF TR (SPY) |
10,169 |
+1,594 |
$5,319 | | SPY | 10,169 | +1,594 | $5,319 | | ISHARES TR (AGG) |
37,738 |
UNCH |
$3,696 | | AGG | 37,738 | UNCH | $3,696 | | AT&T INC |
92,170 |
+92,170 |
$1,622 | | T | 92,170 | +92,170 | $1,622 | | SCHWAB STRATEGIC TR |
14,398 |
-1,508 |
$879 | | SCHB | 14,398 | -1,508 | $879 | | SCHWAB STRATEGIC TR |
11,790 |
-1,149 |
$542 | | SCHZ | 11,790 | -1,149 | $542 | | ISHARES TR (IWF) |
1,283 |
-161 |
$432 | | IWF | 1,283 | -161 | $432 | | APPLE INC |
1,885 |
+1,885 |
$323 | | AAPL | 1,885 | +1,885 | $323 | | ISHARES TR (IWD) |
1,504 |
UNCH |
$269 | | IWD | 1,504 | UNCH | $269 | | INVESCO QQQ TR |
536 |
-7 |
$238 | | QQQ | 536 | -7 | $238 | | ISHARES TR (IXUS) |
3,087 |
-209 |
$209 | | IXUS | 3,087 | -209 | $209 |
See Full List: All Stocks Held By Legacy Wealth Management Inc
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Legacy Wealth Management Inc
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