Legacy Wealth Managment, Llc/id
CIK Number: 0002045082
Main Sectors:
Top Industries:
Filing Date: May 16, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | DVN | Devon Energy Co... | 35.50 | +3.47% | 305.91K | -1.15% | 11.44M | 36.95 | 8.09% | Share |
| 2 | BIL | SPDR Bloomberg ... | 91.56 | +0.01% | 115.75K | +3.57% | 10.62M | 91.81 | 7.50% | Share |
| 3 | BITO | ProShares Bitco... | 19.58 | +2.03% | 511.14K | -0.36% | 9.36M | 19.19 | 6.62% | Share |
| 4 | ICSH | iShares Ultra S... | 50.65 | +0.01% | 163.97K | +22.23% | 8.31M | 50.69 | 5.87% | Share |
| 5 | NEOV | NeoVolta Inc. | 4.51 | +7.89% | 3.62M | +2.68% | 7.86M | 3.09 | 5.55% | Share |
| 6 | ECC | Eagle Point Cre... | 7.07 | -1.05% | 809.28K | -4.55% | 6.56M | 8.88 | 4.63% | Share |
| 7 | SVOL | Simplify Volati... | 17.86 | +0.34% | 232.92K | -30.37% | 4.23M | 21.96 | 2.99% | Share |
| 8 | BSGM | BioSig Technolo... | 4.45 | +8.27% | 6.22M | +72.53% | 3.74M | 1.12 | 2.64% | Share |
| 9 | SPY | SPDR S&P 500 ET... | 652.24 | +0.29% | 6.4K | -1.54% | 3.58M | 573.76 | 2.53% | Put |
| 10 | GBIL | Goldman Sachs A... | 100.02 | +0.02% | 34.47K | -28.63% | 3.45M | 100.29 | 2.44% | Share |
| 11 | UCON | First Trust TCW... | 25.20 | +0.04% | 127.73K | -15.5% | 3.16M | 25.12 | 2.23% | Share |
| 12 | BALT | Innovator Defin... | 32.67 | +0.03% | 99.11K | +3.62K% | 3.11M | 31.37 | 2.20% | Share |
| 13 | FSK | FS KKR Capital ... | 17.77 | -0.45% | 147.69K | -15% | 3.09M | 19.73 | 2.19% | Share |
| 14 | HIGH | Simplify Enhanc... | 23.21 | +0.08% | 140.49K | -21.21% | 3.08M | 23.15 | 2.18% | Share |
| 15 | MSTR | MicroStrategy I... | 326.45 | -0.63% | 8.22K | +10.18% | 2.37M | 289.5 | 1.68% | Share |
| 16 | JBND | JP Morgan Activ... | 54.33 | +0.23% | 38.65K | +100.00% | 2.07M | 53.52 | 1.46% | Share |
| 17 | VTI | Vanguard Total ... | 321.80 | +0.26% | 7.01K | +167.03% | 1.93M | 277.96 | 1.36% | Share |
| 18 | BUFD | FT Cboe Vest Fu... | 27.38 | +0.22% | 76.59K | +13.54% | 1.91M | 25.25 | 1.35% | Share |
| 19 | FTSL | First Trust Sen... | 46.02 | +0.07% | 41.79K | -17.53% | 1.91M | 45.89 | 1.35% | Share |
| 20 | JPIE | JPMorgan Income... | 46.48 | +0.04% | 39.07K | -47.96% | 1.8M | 46.39 | 1.27% | Share |
| 21 | BUFQ | FT Cboe Vest Fu... | 34.42 | -0.03% | 51.27K | +13.58% | 1.53M | 30.83 | 1.08% | Share |
| 22 | BUFR | FT Vest Laddere... | 33.05 | +0.14% | 49.82K | +14.37% | 1.48M | 30.17 | 1.05% | Share |
| 23 | FLRT | Pacer Pacific A... | 47.45 | +0.01% | 30.13K | -18.67% | 1.42M | 47.49 | 1.00% | Share |
| 24 | DUOL | Duolingo, Inc. | 285.91 | +4.54% | 4.5K | 0.00% | 1.4M | 282.02 | 0.99% | Share |
| 25 | BUFT | FT Cboe Vest Bu... | 24.06 | +0.03% | 56.97K | +19.77% | 1.28M | 22.3 | 0.90% | Share |
| 26 | GSY | Invesco Ultra S... | 50.30 | +0.02% | 25.22K | -61.96% | 1.26M | 50.18 | 0.89% | Share |
| 27 | IEF | iShares 7-10 Ye... | 97.11 | +0.27% | 12.41K | +100.00% | 1.18M | 95.37 | 0.84% | Share |
| 28 | RDVY | First Trust Ris... | 65.69 | -0.15% | 17.61K | +7.93% | 1.03M | 59.12 | 0.73% | Share |
| 29 | SHV | iShares Short T... | 110.26 | +0.02% | 8.83K | -18.59% | 975.03K | 110.63 | 0.69% | Share |
| 30 | HELO | JPMorgan Hedged... | 64.63 | +0.21% | 16.29K | -7.1% | 971.95K | 61.14 | 0.69% | Share |
| 31 | FTGS | First Trust Gro... | 35.65 | -0.17% | 32.28K | +7.98% | 960.45K | 31.23 | 0.68% | Share |
| 32 | DGRW | WisdomTree U.S.... | 88.04 | +0.51% | 12.01K | +16.77% | 958.8K | 81.46 | 0.68% | Share |
| 33 | BUFZ | FT Cboe Vest La... | 25.67 | +0.12% | 39.17K | +71.27% | 920.52K | 23.52 | 0.65% | Share |
| 34 | IVV | iShares Core S&... | 655.48 | +0.28% | 1.64K | +694.66% | 919.83K | 564.09 | 0.65% | Share |
| 35 | JSCP | JPMorgan Short ... | 47.65 | +0.05% | 16.43K | +53.23% | 775.47K | 47.41 | 0.55% | Share |
| 36 | AMZN | Amazon.com, Inc... | 230.33 | -3.32% | 4.07K | +3.15% | 773.41K | 186.45 | 0.55% | Share |
| 37 | AAPL | Apple Inc. | 226.79 | -3.23% | 3.35K | -1.58% | 744.8K | 233.39 | 0.53% | Share |
| 38 | AGGH | Simplify Aggreg... | 20.88 | +0.06% | 29.49K | -22.75% | 623.67K | 21.71 | 0.44% | Share |
| 39 | BUCK | Simplify Stable... | 23.91 | +0.34% | 22.65K | -21.64% | 558.99K | 24.58 | 0.40% | Share |
| 40 | NVDA | NVIDIA Corporat... | 177.33 | +3.85% | 5.1K | +0.91% | 552.96K | 129.32 | 0.39% | Share |
| 41 | RDVI | FT Cboe Vest Ri... | 25.42 | -0.24% | 20.63K | +24.19% | 489.37K | 24.31 | 0.35% | Share |
| 42 | FTHI | First Trust Buy... | 23.57 | +0.21% | 21.34K | +24.21% | 466.54K | 22.89 | 0.33% | Share |
| 43 | QPX | AdvisorShares Q... | 41.24 | +0.39% | 13.13K | -35.05% | 451.07K | 35.44 | 0.32% | Share |
| 44 | KNG | FT Cboe Vest S&... | 49.54 | -0.4% | 8.71K | +25.89% | 440.18K | 52.23 | 0.31% | Share |
| 45 | QIS | Simplify Multi-... | 19.56 | +0.05% | 18.47K | -25.33% | 428.74K | 24.6 | 0.30% | Share |
| 46 | MSFT | Microsoft Corpo... | 500.37 | +0.39% | 1.12K | -1.67% | 419.69K | 429.97 | 0.30% | Share |
| 47 | CIBR | First Trust NAS... | 75.00 | +0.59% | 6.53K | +11.55% | 411.39K | 61.87 | 0.29% | Share |
| 48 | COST | Costco Wholesal... | 956.29 | -2.34% | 416 | +8.62% | 393.44K | 891.43 | 0.28% | Share |
| 49 | IJH | iShares Core S&... | 65.43 | -0.03% | 6.15K | +100.00% | 358.98K | 58.35 | 0.25% | Share |
| 50 | GRID | First Trust NAS... | 147.39 | +2.13% | 2.85K | +10.44% | 321.97K | 121.9 | 0.23% | Share |
| 51 | FTSM | First Trust Enh... | 60.01 | +0.01% | 5.37K | -23.49% | 321.04K | 59.87 | 0.23% | Share |
| 52 | EIPX | FT Energy Incom... | 26.15 | +1.12% | 12.23K | +13.27% | 318.54K | 24.57 | 0.23% | Share |
| 53 | AIRR | First Trust RBA... | 91.83 | +1.90% | 4.04K | +8.24% | 275.91K | 75.44 | 0.20% | Share |
| 54 | FTXL | First Trust Nas... | 103.16 | +2.08% | 3.65K | +13.21% | 275.76K | 88.17 | 0.19% | Share |
| 55 | DSTL | Distillate U.S.... | 57.25 | -0.43% | 5.02K | -68.75% | 272.5K | 56.73 | 0.19% | Share |
| 56 | XOM | Exxon Mobil Cor... | 112.54 | +1.71% | 2.28K | -0.74% | 271.64K | 117.22 | 0.19% | Share |
| 57 | TSLA | Tesla, Inc. | 347.78 | +0.23% | 1.01K | +13.39% | 261.23K | 261.34 | 0.18% | Share |
| 58 | DSMC | Distillate Smal... | 36.08 | -0.24% | 7.97K | -51.39% | 251.34K | 36.06 | 0.18% | Share |
| 59 | MGK | Vanguard Mega C... | 390.66 | +0.01% | 762 | -2.31% | 235.37K | 321.95 | 0.17% | Share |
| 60 | FLNG | FLEX LNG Ltd. | 25.32 | -0.63% | 9.32K | -19.8% | 214.22K | 25.44 | 0.15% | Share |
| 61 | TT | Trane Technolog... | 417.27 | +1.92% | 628 | +486.92% | 211.59K | 345.75 | 0.15% | Share |
| 62 | BND | Vanguard Total ... | 74.50 | +0.17% | 2.78K | +18.82% | 204.04K | 72.18 | 0.14% | Share |
| 63 | IWB | iShares Russell... | 358.73 | +0.27% | 654 | +100.00% | 200.61K | 306.74 | 0.14% | Share |
| 64 | SPDW | SPDR Portfolio ... | 42.27 | +0.11% | 5.18K | +4.7K% | 188.69K | 36.36 | 0.13% | Share |
| 65 | SGOV | iShares 0-3 Mon... | 100.48 | +0.01% | 1.86K | +100.00% | 186.84K | 100.67 | 0.13% | Share |
| 66 | IJR | iShares Core S&... | 117.61 | -0.25% | 1.74K | +2.13K% | 181.56K | 105.13 | 0.13% | Share |
| 67 | MKZR | MacKenzie Realt... | 5.62 | +2.74% | 117.1K | 0.00% | 175.65K | 3.16 | 0.12% | Share |
| 68 | COWZ | Pacer US Cash C... | 57.34 | -0.08% | 3.2K | +53.97% | 175.31K | 56.7 | 0.12% | Share |
| 69 | ICOW | Pacer Developed... | 36.09 | -0.12% | 5.57K | +100.00% | 174.94K | 31.41 | 0.12% | Share |
| 70 | BRK-B | Berkshire Hatha... | 490.13 | -0.53% | 316 | +12.46% | 168.3K | 468.27 | 0.12% | Share |
| 71 | BP | BP p.l.c. | 34.74 | +1.92% | 4.97K | 0.00% | 168K | 29.56 | 0.12% | Share |
| 72 | IWF | iShares Russell... | 456.26 | +0.66% | 465 | 0.00% | 167.91K | 377.74 | 0.12% | Share |
| 73 | VTV | Vanguard Value ... | 183.80 | +0.73% | 963 | +550.68% | 166.35K | 173.02 | 0.12% | Share |
| 74 | PH | Parker-Hannifin... | 765.12 | +1.31% | 252 | 0.00% | 153.18K | 631.82 | 0.11% | Share |
| 75 | CRGY | Crescent Energy... | 8.70 | +5.84% | 13.58K | -12.35% | 152.66K | 10.95 | 0.11% | Share |
| 76 | USFR | WisdomTree Floa... | 50.32 | -0.01% | 2.9K | +229.20% | 145.79K | 50.33 | 0.10% | Share |
| 77 | GOOGL | Alphabet Inc. | 239.17 | -0.19% | 940 | -4.08% | 145.36K | 168.67 | 0.10% | Share |
| 78 | TBIL | US Treasury 3 M... | 49.90 | -0.01% | 2.85K | +219.78% | 142.33K | 49.96 | 0.10% | Share |
| 79 | GOOG | Alphabet Inc. | 239.56 | -0.16% | 906 | -6.89% | 141.54K | 167.19 | 0.10% | Share |
| 80 | TFLO | iShares Treasur... | 50.48 | -0.02% | 2.74K | +197.29% | 139.01K | 50.6 | 0.10% | Share |
| 81 | CALF | Pacer US Small ... | 43.45 | +0.05% | 3.7K | +30.72K% | 138.69K | 37.53 | 0.10% | Share |
| 82 | CAPE | Barclays ETN+ S... | 32.41 | -0.37% | 4.27K | +100.00% | 129.8K | 30.39 | 0.09% | Share |
| 83 | QQQ | Invesco QQQ Tru... | 580.70 | +0.03% | 276 | +4.55% | 129.42K | 488.91 | 0.09% | Share |
| 84 | JCPB | JPMorgan Core P... | 47.63 | +0.20% | 2.75K | -95.98% | 129.13K | 48.24 | 0.09% | Share |
| 85 | PR | Permian Resourc... | 14.23 | +3.49% | 9.3K | -15.34% | 128.75K | 13.61 | 0.09% | Share |
| 86 | LQD | iShares iBoxx $... | 111.69 | +0.30% | 1.16K | +6.35K% | 126.19K | 108.76 | 0.09% | Share |
| 87 | XLK | Technology Sele... | 270.16 | +1.82% | 596 | +160.26% | 123.05K | 213.89 | 0.09% | Share |
| 88 | GBTC | Grayscale Bitco... | 89.22 | +2.06% | 1.81K | -7.21% | 118.22K | 59.16 | 0.08% | Share |
| 89 | JAAA | Janus Henderson... | 50.68 | -0.03% | 2.19K | -95.38% | 111.31K | 50.88 | 0.08% | Share |
| 90 | MGV | Vanguard Mega C... | 135.71 | +0.80% | 828 | 0.00% | 106.68K | 128.27 | 0.08% | Share |
| 91 | STR | Sitio Royalties... | 18.12 | -0.98% | 5.22K | -11.95% | 103.68K | 20.84 | 0.07% | Share |
| 92 | PLTR | Palantir Techno... | 166.74 | +2.70% | 1.22K | +65.05% | 103.22K | 63.37 | 0.07% | Share |
| 93 | V | Visa Inc. | 338.24 | -1.67% | 289 | +12.02% | 101.37K | 284.47 | 0.07% | Share |
| 94 | BIV | Vanguard Interm... | 78.45 | +0.22% | 1.29K | -21.32% | 98.62K | 78.25 | 0.07% | Share |
| 95 | DUSB | Dimensional Ult... | 50.83 | +0.03% | 1.81K | +100.00% | 91.97K | 50.73 | 0.07% | Share |
| 96 | QJUN | FT Cboe Vest Na... | 30.67 | +0.10% | 3.44K | +100.00% | 91.09K | 26.45 | 0.06% | Share |
| 97 | NKE | NIKE, Inc. | 74.26 | +0.90% | 1.41K | +736.31% | 89.19K | 64.99 | 0.06% | Share |
| 98 | DIA | SPDR Dow Jones ... | 455.93 | -0.45% | 210 | +250.00% | 88.36K | 421.39 | 0.06% | Share |
| 99 | JMOM | JPMorgan U.S. M... | 67.13 | +0.66% | 1.56K | +100.00% | 88.15K | 56.36 | 0.06% | Share |
| 100 | AVGO | Broadcom Inc. | 369.57 | +9.77% | 501 | +0.20% | 83.88K | 200.91 | 0.06% | Share |
| 101 | APA | APA Corporation | 23.29 | +7.53% | 3.91K | -11.73% | 82.26K | 24.46 | 0.06% | Share |
| 102 | XSMO | Invesco S&P Sma... | 72.78 | -0.34% | 1.31K | -19.96% | 82.02K | 66.19 | 0.06% | Share |
| 103 | OKE | ONEOK, Inc. | 73.34 | +2.09% | 808 | -18.14% | 80.17K | 91.13 | 0.06% | Share |
| 104 | IEFA | iShares Core MS... | 86.42 | -0.02% | 1.06K | +688.81% | 79.96K | 75.95 | 0.06% | Share |
| 105 | CION | CION Investment... | 9.94 | -0.69% | 7.71K | -9.13% | 79.81K | 11.9 | 0.06% | Share |
| 106 | SM | SM Energy Compa... | 27.31 | +4.72% | 2.64K | +52.19% | 79.04K | 36.53 | 0.06% | Share |
| 107 | SCHG | Schwab U.S. Lar... | 31.11 | +0.02% | 3.12K | +100.00% | 78.2K | 25.04 | 0.06% | Share |
| 108 | CTRA | Coterra Energy ... | 24.37 | +2.18% | 2.7K | -25.83% | 77.94K | 23.95 | 0.06% | Share |
| 109 | CPSJ | Calamos S&P 500... | 26.48 | +0.04% | 3.12K | -75.95% | 77.39K | 24.72 | 0.05% | Share |
| 110 | META | Meta Platforms,... | 751.98 | -1.79% | 126 | 0.00% | 72.62K | 572.44 | 0.05% | Share |
| 111 | INTU | Intuit Inc. | 656.26 | -2.18% | 118 | 0.00% | 72.45K | 622.14 | 0.05% | Share |
| 112 | ETN | Eaton Corporati... | 362.19 | +4.01% | 264 | 0.00% | 71.76K | 331.44 | 0.05% | Share |
| 113 | TSM | Taiwan Semicond... | 260.42 | +3.79% | 431 | +0.23% | 71.55K | 191.78 | 0.05% | Share |
| 114 | HCA | HCA Healthcare,... | 394.40 | -4.6% | 206 | +7.85% | 71.18K | 352.98 | 0.05% | Share |
| 115 | WMT | Walmart Inc. | 100.42 | -1.83% | 805 | +59.41% | 70.67K | 83.37 | 0.05% | Share |
| 116 | JEPI | JPMorgan Equity... | 56.88 | +0.23% | 1.23K | -19.96% | 70.34K | 59.51 | 0.05% | Share |
| 117 | ORCL | Oracle Corporat... | 328.62 | +36.07% | 493 | -0.2% | 68.93K | 166.64 | 0.05% | Share |
| 118 | MA | Mastercard Inco... | 579.38 | -0.79% | 124 | +18.10% | 68.03K | 502.12 | 0.05% | Share |
| 119 | HDV | iShares Core Hi... | 122.21 | +0.30% | 542 | 0.00% | 65.65K | 117.62 | 0.05% | Share |
| 120 | ASML | ASML Holding N.... | 793.14 | -1.49% | 98 | -3.92% | 64.94K | 765.9 | 0.05% | Share |
| 121 | QLD | ProShares Ultra... | 128.59 | +0.08% | 720 | +12.68% | 63.99K | 99.37 | 0.05% | Share |
| 122 | SPUU | Direxion Daily ... | 172.27 | +0.58% | 461 | +14.96% | 60.96K | 144.02 | 0.04% | Share |
| 123 | PFF | iShares Preferr... | 31.87 | +0.22% | 1.95K | +100.00% | 59.83K | 30.73 | 0.04% | Share |
| 124 | JPM | JPMorgan Chase ... | 300.58 | +0.92% | 242 | 0.00% | 59.36K | 214.43 | 0.04% | Share |
| 125 | SPMO | Invesco S&P 500... | 119.51 | +0.88% | 640 | -20.3% | 59.22K | 90.73 | 0.04% | Share |
| 126 | VUG | Vanguard Growth... | 467.41 | +0.03% | 151 | 0.00% | 55.99K | 383.93 | 0.04% | Share |
| 127 | PEG | Public Service ... | 81.73 | +2.18% | 666 | 0.00% | 54.81K | 89.21 | 0.04% | Share |
| 128 | KRP | Kimbell Royalty... | 13.76 | +1.03% | 3.8K | -18.44% | 53.26K | 16.09 | 0.04% | Share |
| 129 | NI | NiSource Inc. | 40.74 | +0.62% | 1.29K | 0.00% | 51.84K | 34.65 | 0.04% | Share |
| 130 | IBIT | iShares Bitcoin... | 64.53 | +2.07% | 1.09K | +100.00% | 50.98K | 46.81 | 0.04% | Share |
| 131 | VOO | Vanguard S&P 50... | 599.64 | +0.28% | 95 | -24.6% | 48.82K | 527.65 | 0.03% | Share |
| 132 | FTEC | Fidelity MSCI I... | 212.87 | +1.39% | 301 | +100.00% | 48.54K | 161.27 | 0.03% | Share |
| 133 | CFG | Citizens Financ... | 51.82 | +0.21% | 1.17K | 0.00% | 47.81K | 41.07 | 0.03% | Share |
| 134 | AMD | Advanced Micro ... | 159.54 | +2.39% | 465 | +1.53% | 47.77K | 134.02 | 0.03% | Share |
| 135 | VONV | Vanguard Russel... | 88.31 | -0.21% | 575 | 0.00% | 47.46K | 81.25 | 0.03% | Share |
| 136 | CTAS | Cintas Corporat... | 201.40 | -0.33% | 230 | +6.48% | 47.27K | 205.86 | 0.03% | Share |
| 137 | HYDB | iShares High Yi... | 47.63 | +0.11% | 999 | +100.00% | 47.04K | 47.09 | 0.03% | Share |
| 138 | MSIF | MSC Income Fund... | 13.71 | -1.72% | 2.79K | +100.00% | 46.02K | 16.47 | 0.03% | Share |
| 139 | XLF | Financial Selec... | 53.16 | -0.34% | 912 | +1.72K% | 45.43K | 49.56 | 0.03% | Share |
| 140 | VOE | Vanguard Mid-Ca... | 171.88 | +0.11% | 281 | 0.00% | 45.11K | 167.67 | 0.03% | Share |
| 141 | MO | Altria Group, I... | 66.25 | +0.08% | 749 | +34.47% | 44.94K | 53.34 | 0.03% | Share |
| 142 | DIS | The Walt Disney... | 115.81 | -1.33% | 448 | 0.00% | 44.22K | 96.19 | 0.03% | Share |
| 143 | TFI | SPDR Nuveen Blo... | 45.37 | +0.33% | 981 | +100.00% | 44.21K | 45.07 | 0.03% | Share |
| 144 | UNH | UnitedHealth Gr... | 346.94 | -0.28% | 84 | 0.00% | 43.99K | 584.67 | 0.03% | Share |
| 145 | ITOT | iShares Core S&... | 142.87 | +0.22% | 360 | +227.27% | 43.92K | 123.11 | 0.03% | Share |
| 146 | TMUS | T-Mobile US, In... | 240.38 | -0.96% | 164 | 0.00% | 43.74K | 206.36 | 0.03% | Share |
| 147 | IR | Ingersoll Rand ... | 80.22 | +0.70% | 543 | +100.00% | 43.46K | 80.03 | 0.03% | Share |
| 148 | MAGS | Roundhill Magni... | 61.38 | -0.55% | 941 | +100.00% | 43.16K | 45.86 | 0.03% | Share |
| 149 | BCE | BCE Inc. | 24.14 | -0.24% | 1.88K | 0.00% | 43.05K | 34.8 | 0.03% | Share |
| 150 | DEW | WisdomTree Glob... | 60.02 | +0.30% | 766 | +100.00% | 42.98K | 56.12 | 0.03% | Share |