Legacy-Wealth-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "T", "AVGO", "META", "IJH", null, null, "MSFT", "IJR", "IWD", null, "IWF", "IVV", "AAPL", "SPY", "NVDA", null, null, "SCHX", null, null, null, null, null, null, null, "AMZN", "SCHB", "V", null, null, "SCHA", "SO", "IXUS", "CME", "IWB", "QQQ", "IWM", "XLK", "VTI" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-25
- Total Holdings
- 40
- Total Value
- 1500698583
- Accession Number
- 0001085146-25-002331
- Form Type
- 13F-HR
- Manager Name
- Legacy-Wealth-Management
Data Enrichment
63% identified25 identified15 unidentified
Holdings
40 positions • $1.5B total value
Manager:
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81369Y209
Shares:5.1K
Value:$742.2K
% of Portfolio:0.0% ($742.2K/$1.5B)
81369Y308
Shares:4.6K
Value:$371.8K
% of Portfolio:0.0% ($371.8K/$1.5B)
81369Y852
Shares:3.7K
Value:$352.9K
% of Portfolio:0.0% ($352.9K/$1.5B)
81369Y407
Shares:1.7K
Value:$340.6K
% of Portfolio:0.0% ($340.6K/$1.5B)
808524649
Shares:12.1K
Value:$307.2K
% of Portfolio:0.0% ($307.2K/$1.5B)
464287515
Shares:2.8K
Value:$252.5K
% of Portfolio:0.0% ($252.5K/$1.5B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 3.6K | QoQ +4.31% (-151)YoY NEW(+3.6K) | All Managers (Combined) | $753.0K | 0.1% ($753.0K/$1.5B) | YoY NEW(+$753.0K) | |
(cusip81369Y209)✕ | 5.1K | QoQ +2.62% (+130)YoY NEW(+5.1K) | All Managers (Combined) | $742.2K | 0.0% ($742.2K/$1.5B) | YoY NEW(+$742.2K) |
Apple Inc.(AAPLcusip037833100) | 2.9K | All Managers (Combined) | $652.6K | 0.0% ($652.6K/$1.5B) | ||
MICROSOFT CORP(MSFTcusip594918104) | 1.5K | YoY NEW(+1.5K) | All Managers (Combined) | $568.3K | 0.0% ($568.3K/$1.5B) | YoY NEW(+$568.3K) |
| 19.2K | All Managers (Combined) | $544.4K | 0.0% ($544.4K/$1.5B) | |||
| 1.3K | QoQ +1.11% (-14)YoY -0.70% (-9) | All Managers (Combined) | $460.0K | 0.0% ($460.0K/$1.5B) | ||
NVIDIA CORP(NVDAcusip67066G104) | 3.8K | YoY NEW(+3.8K) | All Managers (Combined) | $415.4K | 0.0% ($415.4K/$1.5B) | YoY NEW(+$415.4K) |
AMAZON COM INC(AMZNcusip023135106) | 2.0K | YoY NEW(+2.0K) | All Managers (Combined) | $388.9K | 0.0% ($388.9K/$1.5B) | YoY NEW(+$388.9K) |
SOUTHERN CO(SOcusip842587107) | 4.1K | YoY NEW(+4.1K) | All Managers (Combined) | $380.9K | 0.0% ($380.9K/$1.5B) | YoY NEW(+$380.9K) |
(cusip81369Y308)✕ | 4.6K | QoQ -1.42% (-66)YoY NEW(+4.6K) | All Managers (Combined) | $371.8K | 0.0% ($371.8K/$1.5B) | YoY NEW(+$371.8K) |
(cusip81369Y852)✕ | 3.7K | QoQ -5.23% (-202)YoY NEW(+3.7K) | All Managers (Combined) | $352.9K | 0.0% ($352.9K/$1.5B) | YoY NEW(+$352.9K) |
(cusip81369Y407)✕ | 1.7K | QoQ -0.80% (-14)YoY NEW(+1.7K) | All Managers (Combined) | $340.6K | 0.0% ($340.6K/$1.5B) | YoY NEW(+$340.6K) |
| 567 | YoY NEW(+567) | All Managers (Combined) | $326.8K | 0.0% ($326.8K/$1.5B) | YoY NEW(+$326.8K) | |
(cusip808524649)✕ | 12.1K | QoQ NEW(+12.1K) YoY NEW(+12.1K) | All Managers (Combined) | $307.2K | 0.0% ($307.2K/$1.5B) | QoQ NEW(+$307.2K) YoY NEW(+$307.2K) |
| 1.5K | QoQ +1.52% (+23)YoY +1.52% (+23) | All Managers (Combined) | $287.3K | 0.0% ($287.3K/$1.5B) | ||
| 800 | YoY NEW(+800) | All Managers (Combined) | $280.4K | 0.0% ($280.4K/$1.5B) | YoY NEW(+$280.4K) | |
(cusip464287515)✕ | 2.8K | QoQ NEW(+2.8K) YoY NEW(+2.8K) | All Managers (Combined) | $252.5K | 0.0% ($252.5K/$1.5B) | QoQ NEW(+$252.5K) YoY NEW(+$252.5K) |
| 512 | QoQ +0.78% (-4)YoY -4.47% (-24) | All Managers (Combined) | $240.3K | 0.0% ($240.3K/$1.5B) | ||
CME GROUP INC.(CMEcusip12572Q105) | 863 | QoQ NEW(+863) YoY NEW(+863) | All Managers (Combined) | $228.9K | 0.0% ($228.9K/$1.5B) | QoQ NEW(+$228.9K) YoY NEW(+$228.9K) |
Broadcom Inc.(AVGOcusip11135F101) | 1.2K | YoY NEW(+1.2K) | All Managers (Combined) | $204.4K | 0.0% ($204.4K/$1.5B) | YoY NEW(+$204.4K) |