Legacy Wealth Management, Inc Top Holdings and 13F Report (2024) About Legacy Wealth Management, IncInvestment ActivityLegacy Wealth Management, Inc has $1.54 billion in total holdings as of September 30, 2024.Legacy Wealth Management, Inc owns shares of 44 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 6.19% of the portfolio was purchased this quarter.About 0.56% of the portfolio was sold this quarter.This quarter, Legacy Wealth Management, Inc has purchased 23 new stocks and bought additional shares in 9 stocks.Legacy Wealth Management, Inc sold shares of 9 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $290,608,404iShares Russell 1000 ETF $245,726,101Schwab 1000 Index ETF $198,646,399JPMorgan Core Plus Bond ETF $145,640,582Fidelity Total Bond ETF $137,287,331 Largest New Holdings this Quarter iShares Core MSCI Total International Stock ETF $55,006,621 HoldingTechnology Select Sector SPDR Fund $820,412 HoldingMicrosoft $729,359 HoldingHealth Care Select Sector SPDR Fund $687,083 HoldingFinancial Select Sector SPDR Fund $578,600 Holding Largest Purchases this Quarter iShares Core MSCI Total International Stock ETF 757,354 shares (about $55.01M)JPMorgan Core Plus Bond ETF 355,683 shares (about $17.16M)iShares Core S&P 500 ETF 8,624 shares (about $4.97M)Fidelity Total Bond ETF 62,805 shares (about $2.94M)Schwab U.S. Mid-Cap ETF 30,294 shares (about $2.52M) Largest Sales this Quarter Schwab 1000 Index ETF 53,789 shares (about $2.97M)iShares Core S&P Mid-Cap ETF 29,619 shares (about $1.85M)iShares Russell 1000 ETF 5,423 shares (about $1.70M)Schwab US Large-Cap ETF 20,558 shares (about $1.39M)Schwab US Small-Cap ETF 7,258 shares (about $373.79K) 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$290,608,404$4,974,498 ▲1.7%503,81118.8%ETFIWBiShares Russell 1000 ETF$245,726,101$1,704,938 ▼-0.7%781,59615.9%ETFSCHKSchwab 1000 Index ETF$198,646,399$2,973,994 ▼-1.5%3,592,80912.9%ETFJCPBJPMorgan Core Plus Bond ETF$145,640,582$17,158,150 ▲13.4%3,019,0839.4%ETFFBNDFidelity Total Bond ETF$137,287,331$2,935,505 ▲2.2%2,937,2568.9%ETFSCHMSchwab U.S. Mid-Cap ETF$114,271,615$2,517,129 ▲2.3%1,375,2757.4%ETFIJHiShares Core S&P Mid-Cap ETF$87,824,682$1,845,856 ▼-2.1%1,409,2545.7%ETFJPSTJPMorgan Ultra-Short Income ETF$70,102,399$1,883,114 ▲2.8%1,381,6004.5%ETFIJRiShares Core S&P Small-Cap ETF$55,861,235$1,521,649 ▲2.8%477,6103.6%ETFIXUSiShares Core MSCI Total International Stock ETF$55,006,621$55,006,621 ▲New Holding757,3543.6%ManufacturingSCHXSchwab US Large-Cap ETF$52,727,049$1,394,860 ▼-2.6%777,1123.4%ETFSCHASchwab US Small-Cap ETF$28,355,789$373,787 ▼-1.3%550,5981.8%ETFHMOPHartford Municipal Opportunities ETF$17,353,139$673,976 ▲4.0%440,4351.1%ETFIWMiShares Russell 2000 ETF$13,098,954$4,639 ▼0.0%59,3010.8%FinanceVTIVanguard Total Stock Market ETF$7,643,9040.0%26,9950.5%ETFSPYSPDR S&P 500 ETF Trust$5,717,2670.0%9,9650.4%FinanceAGGiShares Core U.S. Aggregate Bond ETF$3,900,212$189,375 ▼-4.6%38,5130.3%FinanceTAT&T$2,054,096$88,220 ▲4.5%93,3680.1%Computer and TechnologySCHBSchwab US Broad Market ETF$826,777$3,259 ▼-0.4%12,4290.1%ETFXLKTechnology Select Sector SPDR Fund$820,412$820,412 ▲New Holding3,6340.1%ETFAAPLApple$756,551$523,318 ▲224.4%3,2470.0%Computer and TechnologyMSFTMicrosoft$729,359$729,359 ▲New Holding1,6950.0%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$687,083$687,083 ▲New Holding4,4610.0%ETFXLFFinancial Select Sector SPDR Fund$578,600$578,600 ▲New Holding12,7670.0%ETFNVDANVIDIA$565,668$565,668 ▲New Holding4,6580.0%Computer and TechnologySCHZSchwab U.S. Aggregate Bond ETF$511,505$89,290 ▼-14.9%10,7640.0%ETFIWFiShares Russell 1000 Growth ETF$472,9790.0%1,2600.0%ETFMETAMeta Platforms$461,959$461,959 ▲New Holding8070.0%Computer and TechnologyAMZNAmazon.com$435,640$435,640 ▲New Holding2,3380.0%Retail/WholesaleSOSouthern$433,766$433,766 ▲New Holding4,8100.0%UtilitiesXLYConsumer Discretionary Select Sector SPDR Fund$378,900$378,900 ▲New Holding1,8910.0%FinanceVOOVanguard S&P 500 ETF$357,021$357,021 ▲New Holding6770.0%ETFXLCCommunication Services Select Sector SPDR Fund$355,905$355,905 ▲New Holding3,9370.0%ETFXLPConsumer Staples Select Sector SPDR Fund$344,616$344,616 ▲New Holding4,1520.0%ETFLLYEli Lilly and Company$331,584$331,584 ▲New Holding3740.0%MedicalAVGOBroadcom$325,680$325,680 ▲New Holding1,8880.0%Computer and TechnologyUNHUnitedHealth Group$321,574$321,574 ▲New Holding5500.0%MedicalIWDiShares Russell 1000 Value ETF$285,4590.0%1,5040.0%ETFVVisa$255,429$255,429 ▲New Holding9290.0%Business ServicesHDHome Depot$252,034$252,034 ▲New Holding6220.0%Retail/WholesaleQQQInvesco QQQ$248,1040.0%5080.0%FinancePGProcter & Gamble$214,248$214,248 ▲New Holding1,2370.0%Consumer StaplesJNJJohnson & Johnson$211,488$211,488 ▲New Holding1,3050.0%MedicalDFACDimensional U.S. Core Equity 2 ETF$204,060$204,060 ▲New Holding5,9510.0%ETFShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
