Legacy Wealth Management, Inc
CIK Number: 0001488921
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 614.96 | +0.82% | 513.58K | +1.94% | 302.33M | 527.05 | 19.41% |
| 2 | IWB | iShares Russell... | 336.34 | +0.86% | 777.7K | -0.5% | 250.54M | 101.54 | 16.08% |
| 3 | SCHK | Schwab 1000 Ind... | 29.54 | +0.87% | 6.97M | +94.02% | 197.34M | 15.73 | 12.67% |
| 4 | JCPB | JPMorgan Core P... | 47.01 | +0.30% | 3.18M | +5.38% | 146.57M | 46.87 | 9.41% |
| 5 | FBND | Fidelity Total ... | 45.88 | +0.34% | 3.08M | +4.89% | 138.24M | 43.76 | 8.87% |
| 6 | SCHM | Schwab U.S. Mid... | 27.86 | +1.18% | 4.18M | +203.94% | 115.83M | 18.36 | 7.44% |
| 7 | IJH | iShares Core S&... | 61.88 | +1.38% | 1.36M | -3.45% | 84.78M | 31.95 | 5.44% |
| 8 | JPST | JPMorgan Ultra-... | 50.65 | +0.07% | 1.44M | +4.57% | 72.77M | 50.16 | 4.67% |
| 9 | IJR | iShares Core S&... | 109.20 | +1.52% | 488K | +2.17% | 56.23M | 92.41 | 3.61% |
| 10 | SCHX | Schwab U.S. Lar... | 24.23 | +0.81% | 2.24M | +188.45% | 51.96M | 15.01 | 3.34% |
| 11 | IXUS | iShares Core MS... | 76.83 | +1.05% | 781.96K | +3.25% | 51.72M | 72.43 | 3.32% |
| 12 | SCHA | Schwab U.S. Sma... | 25.27 | +1.59% | 1.08M | +96.05% | 27.91M | 13.63 | 1.79% |
| 13 | HMOP | Hartford Munici... | 38.32 | +0.03% | 501.38K | +13.84% | 19.38M | 37.82 | 1.24% |
| 14 | IWM | iShares Russell... | 215.50 | +1.67% | 59.09K | -0.35% | 13.06M | 101.29 | 0.84% |
| 15 | VTI | Vanguard Total ... | 302.04 | +0.90% | 27.65K | +2.43% | 8.01M | 123.99 | 0.51% |
| 16 | SPY | SPDR S&P 500 ET... | 611.96 | +0.80% | 9.96K | 0.00% | 5.84M | 298.34 | 0.37% |
| 17 | AGG | iShares Core U.... | 99.08 | +0.28% | 34.82K | -9.59% | 3.37M | 99.05 | 0.22% |
| 18 | SCHB | Schwab U.S. Bro... | 23.61 | +0.92% | 36.92K | +197.06% | 838.11K | 13.35 | 0.05% |
| 19 | AAPL | Apple Inc. | 201.21 | -0.18% | 3.28K | +0.92% | 820.63K | 213.92 | 0.05% |
| 20 | XLK | Technology Sele... | 251.16 | +0.73% | 3.5K | -3.8% | 812.89K | 225.76 | 0.05% |
| 21 | XLF | Financial Selec... | 51.80 | +0.75% | 16.13K | +26.30% | 779.32K | 45.95 | 0.05% |
| 22 | MSFT | Microsoft Corpo... | 497.50 | +1.06% | 1.8K | +6.43% | 760.39K | 429.77 | 0.05% |
| 23 | XLV | Health Care Sel... | 134.22 | +0.24% | 4.95K | +11.03% | 681.38K | 152.39 | 0.04% |
| 24 | NVDA | NVIDIA Corporat... | 155.10 | +0.51% | 5.04K | +8.09% | 676.15K | 122.4 | 0.04% |
| 25 | SCHZ | Schwab U.S. Agg... | 23.20 | +0.28% | 23.89K | +121.96% | 542.35K | 23.7 | 0.03% |
| 26 | AMZN | Amazon.com, Inc... | 217.26 | +2.49% | 2.36K | +0.98% | 517.98K | 186.65 | 0.03% |
| 27 | IWF | iShares Russell... | 419.42 | +0.96% | 1.26K | 0.00% | 505.99K | 211.45 | 0.03% |
| 28 | T | AT&T Inc. | 28.04 | +0.41% | 21.32K | -77.16% | 485.57K | 17.69 | 0.03% |
| 29 | META | Meta Platforms,... | 726.45 | +2.51% | 819 | +1.49% | 479.53K | 572.63 | 0.03% |
| 30 | AVGO | Broadcom Inc. | 270.21 | +2.10% | 1.85K | -2.17% | 428.21K | 172.5 | 0.03% |
| 31 | SO | The Southern Co... | 90.25 | -0.16% | 4.81K | 0.00% | 395.96K | 90.18 | 0.03% |
| 32 | XLY | Consumer Discre... | 215.15 | +0.98% | 1.74K | -8.04% | 390.14K | 200.37 | 0.03% |
| 33 | XLC | Communication S... | 106.44 | +1.17% | 3.86K | -1.93% | 373.78K | 90.4 | 0.02% |
| 34 | XLP | Consumer Staple... | 80.14 | -0.12% | 4.62K | +11.22% | 363.02K | 82.56 | 0.02% |
| 35 | V | Visa Inc. | 346.26 | +0.29% | 946 | +1.83% | 298.97K | 275.69 | 0.02% |
| 36 | LLY | Eli Lilly and C... | 795.71 | +0.43% | 365 | -2.41% | 281.99K | 885.94 | 0.02% |
| 37 | IWD | iShares Russell... | 192.93 | +0.76% | 1.5K | 0.00% | 278.44K | 135.99 | 0.02% |
| 38 | QQQ | Invesco QQQ Tru... | 546.29 | +0.95% | 508 | 0.00% | 259.91K | 409.52 | 0.02% |
| 39 | UNH | UnitedHealth Gr... | 302.52 | +0.17% | 497 | -9.64% | 251.41K | 584.68 | 0.02% |
| 40 | HD | The Home Depot,... | 363.71 | +0.51% | 618 | -0.64% | 240.4K | 405.2 | 0.02% |
| 41 | NFLX | Netflix, Inc. | 1306.80 | +2.47% | 243 | +100.00% | 216.59K | 891.32 | 0.01% |
| 42 | DFAC | Dimensional U.S... | 35.55 | +1.01% | 5.95K | 0.00% | 205.84K | 34.29 | 0.01% |