Legacy Wealth Managment, Llc/id
CIK Number: 0002045082
Main Sectors:
Top Industries:
Filing Date: Aug 6, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | NEOV | NeoVolta Inc. | 4.86 | +0.62% | 4.57M | +26.08% | 15.07M | 3.13 | 7.84% | Share |
| 2 | BITO | ProShares Bitco... | 20.02 | +3.09% | 510.71K | -0.08% | 10.99M | 19.19 | 5.72% | Share |
| 3 | BIL | SPDR Bloomberg ... | 91.46 | +0.01% | 83.85K | -27.56% | 7.69M | 91.81 | 4.00% | Share |
| 4 | UCON | First Trust TCW... | 25.27 | +0.13% | 276.85K | +116.76% | 6.89M | 25 | 3.59% | Share |
| 5 | ICSH | iShares Ultra S... | 50.59 | +0.02% | 98.89K | -39.69% | 5.01M | 50.69 | 2.61% | Share |
| 6 | HIGH | Simplify Enhanc... | 23.15 | -0.17% | 181.76K | +29.37% | 4.4M | 23.4 | 2.29% | Share |
| 7 | ECC | Eagle Point Cre... | 6.92 | +2.14% | 508.11K | -37.22% | 3.89M | 8.88 | 2.03% | Share |
| 8 | FSK | FS KKR Capital ... | 15.30 | +3.24% | 168.41K | +14.02% | 3.49M | 19.86 | 1.82% | Share |
| 9 | SPY | SPDR S&P 500 ET... | 669.16 | +0.11% | 4.9K | -23.44% | 3.03M | 573.76 | 1.58% | Put |
| 10 | SVOL | Simplify Volati... | 18.08 | -0.39% | 163.19K | -29.94% | 3M | 21.96 | 1.56% | Share |
| 11 | BUFD | FT Vest Laddere... | 27.63 | -0.12% | 106.53K | +39.09% | 2.83M | 25.62 | 1.47% | Share |
| 12 | MSTR | MicroStrategy I... | 352.33 | +4.11% | 6.81K | -17.18% | 2.75M | 289.5 | 1.43% | Share |
| 13 | BUFQ | FT Vest Laddere... | 34.95 | +0.20% | 71.43K | +39.32% | 2.37M | 31.5 | 1.23% | Share |
| 14 | GBIL | Goldman Sachs A... | 99.92 | +0.02% | 22.86K | -33.68% | 2.29M | 100.29 | 1.19% | Share |
| 15 | JBND | JP Morgan Activ... | 54.17 | +0.18% | 41.46K | +7.27% | 2.22M | 53.52 | 1.16% | Share |
| 16 | JCPB | JPMorgan Core P... | 47.51 | +0.06% | 46.99K | +1.61K% | 2.21M | 47.13 | 1.15% | Share |
| 17 | BUFR | FT Vest Laddere... | 33.47 | -0.01% | 68.33K | +37.15% | 2.17M | 30.61 | 1.13% | Share |
| 18 | QLD | ProShares Ultra... | 139.64 | +0.81% | 16.23K | +2.15K% | 1.91M | 116.9 | 0.99% | Share |
| 19 | BUFT | FT Vest Buffere... | 24.17 | +0.01% | 80.03K | +40.47% | 1.89M | 22.67 | 0.98% | Share |
| 20 | DUOL | Duolingo, Inc. | 313.00 | +3.06% | 4.5K | 0.00% | 1.85M | 282.02 | 0.96% | Share |
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