Legacy Wealth Management, Inc Top Holdings and 13F Report (2025) About Legacy Wealth Management, IncInvestment ActivityLegacy Wealth Management, Inc has $1.56 billion in total holdings as of December 31, 2024.Legacy Wealth Management, Inc owns shares of 42 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 16.09% of the portfolio was purchased this quarter.About 0.46% of the portfolio was sold this quarter.This quarter, Legacy Wealth Management, Inc has purchased 44 new stocks and bought additional shares in 23 stocks.Legacy Wealth Management, Inc sold shares of 12 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $302,331,821iShares Russell 1000 ETF $250,543,648Schwab 1000 Index ETF $197,339,776JPMorgan Core Plus Bond ETF $146,570,286Fidelity Total Bond ETF $138,239,417 Largest New Holdings this Quarter Netflix $216,591 Holding Largest Purchases this Quarter Schwab 1000 Index ETF 3,377,865 shares (about $95.63M)Schwab U.S. Mid-Cap ETF 2,804,735 shares (about $77.72M)Schwab US Large-Cap ETF 1,464,503 shares (about $33.95M)Schwab US Small-Cap ETF 528,836 shares (about $13.68M)JPMorgan Core Plus Bond ETF 162,386 shares (about $7.48M) Largest Sales this Quarter iShares Core S&P Mid-Cap ETF 48,681 shares (about $3.03M)AT&T 72,043 shares (about $1.64M)iShares Russell 1000 ETF 3,897 shares (about $1.26M)iShares Core U.S. Aggregate Bond ETF 3,694 shares (about $357.95K)iShares Russell 2000 ETF 206 shares (about $45.52K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLegacy Wealth Management, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$302,331,821$5,748,458 ▲1.9%513,57619.4%ETFIWBiShares Russell 1000 ETF$250,543,648$1,255,458 ▼-0.5%777,69916.1%ETFSCHKSchwab 1000 Index ETF$197,339,776$95,627,356 ▲94.0%6,970,67412.7%ETFJCPBJPMorgan Core Plus Bond ETF$146,570,286$7,481,123 ▲5.4%3,181,4699.4%ETFFBNDFidelity Total Bond ETF$138,239,417$6,444,724 ▲4.9%3,080,8878.9%ETFSCHMSchwab U.S. Mid-Cap ETF$115,828,085$77,719,212 ▲203.9%4,180,0107.4%ETFIJHiShares Core S&P Mid-Cap ETF$84,777,292$3,033,313 ▼-3.5%1,360,5735.4%ETFJPSTJPMorgan Ultra-Short Income ETF$72,769,263$3,178,094 ▲4.6%1,444,6954.7%ETFIJRiShares Core S&P Small-Cap ETF$56,226,805$1,196,560 ▲2.2%487,9953.6%ETFSCHXSchwab US Large-Cap ETF$51,960,636$33,947,180 ▲188.5%2,241,6153.3%ETFIXUSiShares Core MSCI Total International Stock ETF$51,718,962$1,627,573 ▲3.2%781,9623.3%ManufacturingSCHASchwab US Small-Cap ETF$27,914,166$13,675,700 ▲96.0%1,079,4341.8%ETFHMOPHartford Municipal Opportunities ETF$19,383,273$2,356,056 ▲13.8%501,3781.2%ETFIWMiShares Russell 2000 ETF$13,057,587$45,518 ▼-0.3%59,0950.8%FinanceVTIVanguard Total Stock Market ETF$8,013,285$189,826 ▲2.4%27,6500.5%ETFSPYSPDR S&P 500 ETF Trust$5,840,0590.0%9,9650.4%FinanceAGGiShares Core U.S. Aggregate Bond ETF$3,373,961$357,949 ▼-9.6%34,8190.2%FinanceSCHBSchwab US Broad Market ETF$838,107$555,969 ▲197.1%36,9210.1%ETFAAPLApple$820,627$7,513 ▲0.9%3,2770.1%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$812,890$32,088 ▼-3.8%3,4960.1%ETFXLFFinancial Select Sector SPDR Fund$779,321$162,292 ▲26.3%16,1250.1%ETFMSFTMicrosoft$760,386$45,944 ▲6.4%1,8040.0%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$681,384$67,684 ▲11.0%4,9530.0%ETFNVDANVIDIA$676,150$50,627 ▲8.1%5,0350.0%Computer and TechnologySCHZSchwab U.S. Aggregate Bond ETF$542,348$298,005 ▲122.0%23,8920.0%ETFAMZNAmazon.com$517,980$5,046 ▲1.0%2,3610.0%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$505,9910.0%1,2600.0%ETFTAT&T$485,570$1,640,418 ▼-77.2%21,3250.0%Computer and TechnologyMETAMeta Platforms$479,533$7,026 ▲1.5%8190.0%Computer and TechnologyAVGOBroadcom$428,208$9,505 ▼-2.2%1,8470.0%Computer and TechnologySOSouthern$395,9590.0%4,8100.0%UtilitiesXLYConsumer Discretionary Select Sector SPDR Fund$390,145$34,101 ▼-8.0%1,7390.0%FinanceXLCCommunication Services Select Sector SPDR Fund$373,783$7,358 ▼-1.9%3,8610.0%ETFXLPConsumer Staples Select Sector SPDR Fund$363,021$36,632 ▲11.2%4,6180.0%ETFVVisa$298,974$5,373 ▲1.8%9460.0%Business ServicesLLYEli Lilly and Company$281,992$6,953 ▼-2.4%3650.0%MedicalIWDiShares Russell 1000 Value ETF$278,4360.0%1,5040.0%ETFQQQInvesco QQQ$259,9080.0%5080.0%FinanceUNHUnitedHealth Group$251,412$26,811 ▼-9.6%4970.0%MedicalHDHome Depot$240,396$1,556 ▼-0.6%6180.0%Retail/WholesaleNFLXNetflix$216,591$216,591 ▲New Holding2430.0%Consumer DiscretionaryDFACDimensional U.S. Core Equity 2 ETF$205,8450.0%5,9510.0%ETFVOOVanguard S&P 500 ETF$0$357,021 ▼-100.0%00.0%ETFPGProcter & Gamble$0$214,248 ▼-100.0%00.0%Consumer StaplesJNJJohnson & Johnson$0$211,488 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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