Legacy-Wealth-Managment-Llcid

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "NVMI",
  null,
  null,
  null,
  "ARES",
  "FPI",
  "HOOD",
  "ARQT",
  "INVA",
  "FLEX",
  "TEM",
  "MPWR",
  "MGY",
  "PCOR",
  "NEO",
  "GDX",
  null,
  "TROW",
  "FTAI",
  "AES",
  "AR",
  "AAL",
  "BROS",
  "H",
  "DTST",
  "RF",
  "PPLT",
  "SMCI",
  "BCE",
  "NSIT",
  "ARM",
  "SNOW",
  "MU",
  "JXN",
  "STR",
  "MHO",
  "PRDO",
  null,
  "FNDF",
  "FNDA",
  "ACN",
  null,
  null,
  "KBH",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "BABA",
  "MATX",
  "TGTX",
  null,
  "NMIH",
  "VONG",
  null,
  null,
  "GOOGL",
  null,
  "ASIX",
  null,
  "AXP",
  null,
  "GDXJ",
  null,
  "ASAN",
  "SCHH",
  "AMBC",
  "ARHS",
  "ASML",
  "T",
  "BLK",
  null,
  "PLUS",
  "CAT",
  "BUD",
  "AVGO",
  "LOW",
  "CLS",
  "ARCC",
  "DNA",
  "FLGT",
  "WRB",
  "HRB",
  "BLBD",
  null,
  "SBS",
  null,
  null,
  null,
  "VTLE",
  "DBEF",
  "COF",
  "KMT",
  null,
  null,
  "ZD",
  null,
  null,
  "KRP",
  "MGPI",
  "DUK",
  "COOP",
  null,
  "ERJ",
  null,
  "EBAY",
  "POWL",
  "RGTI",
  "RL",
  null,
  "QS",
  "PSEC",
  "RC",
  null,
  null,
  "FRT",
  null,
  null,
  null,
  "SKYW",
  "EOG",
  null,
  "SXI",
  null,
  null,
  "TITN",
  "UEC",
  "EXPE",
  "EXPD",
  null,
  null,
  null,
  "SN",
  "AG",
  "PNR",
  "LOGI",
  null,
  null,
  "GCT",
  "CION",
  "FITB",
  "ECC",
  "DDD",
  "GILD",
  "GIS",
  "BSGM",
  "HD",
  "BTCM",
  "HPQ",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  null,
  "INTU",
  "APPS",
  null,
  "QBTS",
  null,
  null,
  null,
  null,
  null,
  "BEN",
  null,
  "FE",
  "UNP",
  "QCOM",
  "FATE",
  "FUBO",
  "SIL",
  "GROY",
  null,
  "ISRG",
  null,
  null,
  "ACI",
  "HFRO",
  null,
  "HSBC",
  null,
  null,
  "HWM",
  "LEN",
  "IDA",
  null,
  "AMAT",
  null,
  "RIVN",
  "EMR",
  null,
  "NBIX",
  "KALA",
  "META",
  null,
  null,
  null,
  null,
  "LTBR",
  null,
  "MTA",
  null,
  "NXDT",
  "OBE",
  null,
  "NREF",
  null,
  null,
  "IJH",
  null,
  null,
  "QUBT",
  "RCMT",
  "PRPL",
  "RMTI",
  null,
  "DTC",
  null,
  "SLDP",
  "SEDG",
  null,
  null,
  "ODP",
  "COOK",
  null,
  "STEM",
  null,
  null,
  null,
  "IONQ",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "NEOV",
  null,
  null,
  null,
  "KMI",
  null,
  null,
  null,
  "LRCX",
  "LAZ",
  "IWS",
  "LIN",
  null,
  null,
  null,
  "BENF",
  "ICMB",
  "PFX",
  "MPC",
  "TNFA",
  "SYM",
  "MMC",
  null,
  null,
  "PWR",
  "MRVL",
  "SILA",
  null,
  "MA",
  null,
  null,
  "MDT",
  null,
  "ALE",
  "APA",
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  "DUOL",
  "ENPH",
  "EQT",
  null,
  "FTV",
  null,
  "GE",
  "NI",
  "HEI",
  "INCY",
  "HIG",
  "NVS",
  null,
  "FMC",
  "OXY",
  "OMC",
  null,
  null,
  null,
  "ADM",
  null,
  "PCAR",
  "ZIM",
  "AMP",
  "IJR",
  "ANET",
  "KLAC",
  "IWD",
  "ORCL",
  "OKE",
  null,
  "PAYX",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  null,
  null,
  "PGR",
  "IEMG",
  null,
  "IVV",
  null,
  "PHM",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  null,
  null,
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "GEHC",
  "PLTR",
  "PFE",
  null,
  null,
  "LMT",
  "PG",
  "MRK",
  null,
  "VZ",
  "PSTG",
  null,
  "MDB",
  "AMGN",
  "MAS",
  null,
  "MSTR",
  null,
  "PPG",
  null,
  "REGN",
  "FNDX",
  null,
  null,
  null,
  "SLVM",
  null,
  null,
  null,
  "IEFA",
  "SPGI",
  null,
  null,
  null,
  null,
  null,
  null,
  "SCHX",
  null,
  null,
  "NOW",
  "SLB",
  "RS",
  "ROP",
  "SRE",
  "O",
  "SNA",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  "STX",
  null,
  null,
  null,
  "BP",
  null,
  "AMT",
  null,
  null,
  null,
  "SPLG",
  null,
  null,
  null,
  "IBM",
  "SSNC",
  "STLD",
  "SNPS",
  "TEL",
  "CI",
  "TKO",
  "TXN",
  "TGT",
  "TM",
  "TMO",
  "TJX",
  "TDG",
  "TW",
  "TFC",
  "TRV",
  "TSN",
  "UBER",
  "UL",
  "UTHR",
  "UNM",
  "BIV",
  "VNQ",
  "VO",
  "MET",
  "SM",
  "DTIL",
  "VXF",
  "MKZR",
  "PCTY",
  "VOE",
  "OGE",
  "HUT",
  "AMPH",
  "RGLS",
  "PPC",
  "EQX",
  "TCPC",
  "IRBT",
  null,
  "VWO",
  "LKQ",
  "SUPN",
  "VRN.TO",
  "JBL",
  "VSS",
  null,
  null,
  "LPX",
  "TWO",
  null,
  null,
  null,
  "VCIT",
  null,
  null,
  null,
  "VIG",
  null,
  null,
  "VVX",
  "TXT",
  null,
  "NXT",
  null,
  "ULTA",
  "IWO",
  "XLB",
  "GMED",
  "PATH",
  "IEF",
  null,
  "TSM",
  null,
  "OHI",
  null,
  null,
  "PR",
  "CHPT",
  null,
  "ETR",
  "FSK",
  "GLDD",
  null,
  null,
  "GRWG",
  "VRTX",
  null,
  "TT",
  "VRSK",
  "GPK",
  "VRT",
  "RRC",
  "MTG",
  "MTDR",
  "SAIC",
  "MUSA",
  "MLI",
  "PBF",
  "THC",
  "SFM",
  "GM",
  "HAL",
  "APTV",
  "ACGL",
  "TMHC",
  null,
  "TOL",
  "AFL",
  "AMD",
  "ALLE",
  "AVB",
  "WSO",
  "IP",
  "DLTR",
  "F",
  "DECK",
  "WEC",
  "EQR",
  "FTNT",
  "IWP",
  "IWR",
  "IR",
  "NCLH",
  "OPCH",
  null,
  null,
  "GSLC",
  "CAH",
  "ESNT",
  "NVST",
  null,
  "ENVA",
  "FLNG",
  "HYLN",
  "IDCC",
  null,
  "IPG",
  null,
  null,
  "KT",
  null,
  null,
  "KLIC",
  null,
  "PEG",
  "NVO",
  "DHI",
  "AMZN",
  "OLN",
  "SCHB",
  "NIO",
  null,
  "NNOX",
  null,
  null,
  null,
  "LCID",
  "HCA",
  "PFG",
  "SIRI",
  "LUV",
  null,
  "OVV",
  "RMBS",
  "AMC",
  null,
  null,
  "BBCA",
  "NTES",
  null,
  "DKNG",
  "ACM",
  "VEU",
  "VPL",
  "USB",
  "VUG",
  "VLO",
  "VEA",
  null,
  "VNQI",
  null,
  null,
  "MGK",
  "VTWO",
  "VBK",
  "BNDX",
  "MGV",
  "BND",
  "VBR",
  "VOT",
  "VB",
  "VOO",
  "VTV",
  "VEEV",
  "V",
  "VSH",
  "VST",
  "VIST",
  "VICI",
  "WMT",
  "WBA",
  "WFC",
  "WSM",
  "WYY",
  "WHR",
  "WPM",
  "WMB",
  null,
  null,
  "YEXT",
  "XYL",
  "ZBRA",
  "IUSG",
  null,
  null,
  "DTE",
  "OC",
  "ONTO",
  "HI",
  "NVGS",
  "NXST",
  "FNF",
  "POST",
  "NOG",
  "FOXA",
  null,
  "SCHD",
  "ET",
  "SOFI",
  null,
  "CHKP",
  "SCHG",
  "SCHF",
  "SCHA",
  "LW",
  "LUMN",
  "RDY",
  null,
  "NXPI",
  "HST",
  null,
  "TFII",
  null,
  null,
  "TTD",
  "ON",
  "PFGC",
  null,
  "TGNA",
  "SSD",
  "TWST",
  "CRM",
  "RNR",
  "SWKS",
  "NOVA",
  null,
  "S",
  null,
  "RDDT",
  "SANM",
  "DIA",
  "ORI",
  "TS",
  null,
  "SPOT",
  null,
  null,
  "LYV",
  "HCI",
  null,
  "MTUM",
  "LYB",
  "ZION",
  "HALO",
  "LNTH",
  null,
  "UHS",
  "GEV",
  "MELI",
  "DGRO",
  "MCK",
  null,
  null,
  "SPYV",
  "EXR",
  "SYF",
  "NUE",
  "NRG",
  "EG",
  "PAYC",
  "FDX",
  "STLA",
  "STM",
  "KMB",
  "BAC",
  null,
  "BTE",
  "BRK-B",
  "BDX",
  "BEAM",
  "BTBT",
  "BJ",
  "BBY",
  "BCC",
  "BA",
  "BFH",
  "SAM",
  "BWA",
  "BMY",
  "BLDR",
  "BAM.TO",
  "BG",
  "CHRW",
  "BFLY",
  "AI",
  "CALM",
  "CCJ",
  "CDNS",
  "CARS",
  "CCL",
  "SAVA",
  "CPRX",
  "CELH",
  "CF",
  "CVX",
  "CINF",
  "CB",
  "CHDN",
  "CTAS",
  "CSCO",
  "CIVI",
  "CFG",
  "C",
  "CLSK",
  "CNX",
  "CME",
  "COKE",
  "KO",
  "CCEP",
  "COHR",
  "COIN",
  "CMCSA",
  "CTSH",
  "CAG",
  "CRK",
  "CEG",
  "CORT",
  "ED",
  "CTRA",
  "COST",
  "CSGP",
  "CNM",
  "CRGY",
  "CCRN",
  "CRH",
  "CRSP",
  "CRWD",
  "CVS",
  "CSX",
  "CW",
  "DVN",
  "FANG",
  null,
  null,
  "DFAC",
  "DOCU",
  "DFIN",
  "RSP",
  "EWJ",
  null,
  "ADI",
  "MCO",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  "IWM",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  null,
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-16
Total Holdings: 812
Total Value: 63009392
Accession Number: 0002044858-25-000007
Form Type: 13F-HR
CIK: legacy-wealth-managment-llcid
Manager Name: Legacy-Wealth-Managment-Llcid

Data Enrichment

72% identified

583 identified229 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

812 positions • $63.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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78468R663

Shares:115.7K

Value:$10.6M

% of Portfolio:16.9% ($10.6M/$63.0M)

46434V878

Shares:164.0K

Value:$8.3M

% of Portfolio:13.2% ($8.3M/$63.0M)

381430529

Shares:34.5K

Value:$3.5M

% of Portfolio:5.5% ($3.5M/$63.0M)

MICROSTRATEGY Inc

MSTR|594972408

Shares:8.2K

Value:$2.4M

% of Portfolio:3.8% ($2.4M/$63.0M)

922908769

VTI|922908769

Shares:7.0K

Value:$1.9M

% of Portfolio:3.1% ($1.9M/$63.0M)

33740U703

Shares:76.6K

Value:$1.9M

% of Portfolio:3.0% ($1.9M/$63.0M)

33740U752

Shares:51.3K

Value:$1.5M

% of Portfolio:2.4% ($1.5M/$63.0M)

33740F755

Shares:49.8K

Value:$1.5M

% of Portfolio:2.3% ($1.5M/$63.0M)

Duolingo, Inc.

DUOL|26603R106

Shares:4.5K

Value:$1.4M

% of Portfolio:2.2% ($1.4M/$63.0M)

33740U760

Shares:57.0K

Value:$1.3M

% of Portfolio:2.0% ($1.3M/$63.0M)

33738R506

Shares:17.6K

Value:$1.0M

% of Portfolio:1.6% ($1.0M/$63.0M)

464288679

Shares:8.8K

Value:$975.0K

% of Portfolio:1.5% ($975.0K/$63.0M)

46654Q724

Shares:16.3K

Value:$971.9K

% of Portfolio:1.5% ($971.9K/$63.0M)

33733E823

Shares:32.3K

Value:$960.4K

% of Portfolio:1.5% ($960.4K/$63.0M)

97717X669

Shares:12.0K

Value:$958.8K

% of Portfolio:1.5% ($958.8K/$63.0M)

33740U729

Shares:39.2K

Value:$920.5K

% of Portfolio:1.5% ($920.5K/$63.0M)

464287200

IVV|464287200

Shares:1.6K

Value:$919.8K

% of Portfolio:1.5% ($919.8K/$63.0M)

46641Q274

Shares:16.4K

Value:$775.5K

% of Portfolio:1.2% ($775.5K/$63.0M)

Apple Inc.

AAPL|037833100

Shares:3.4K

Value:$744.8K

% of Portfolio:1.2% ($744.8K/$63.0M)

NVIDIA CORP

NVDA|67066G104

Shares:5.1K

Value:$553.0K

% of Portfolio:0.9% ($553.0K/$63.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78468R663)✕	115.7K	QoQ +3.56% (+4.0K) YoY-	All Managers (Combined)	$10.6M	16.9% ($10.6M/$63.0M)	QoQ +3.82% (+$391.4K) YoY-
(cusip46434V878)✕	164.0K	QoQ +22.22% (+29.8K) YoY-	All Managers (Combined)	$8.3M	13.2% ($8.3M/$63.0M)	QoQ +22.71% (+$1.5M) YoY-
(cusip381430529)✕	34.5K	QoQ +8206.98% (+34.1K) YoY-	All Managers (Combined)	$3.5M	5.5% ($3.5M/$63.0M)	QoQ +8227.76% (+$3.4M) YoY-
MICROSTRATEGY Inc(MSTRcusip594972408)	8.2K	QoQ +10.18% (-760) YoY-	All Managers (Combined)	$2.4M	3.8% ($2.4M/$63.0M)	QoQ -3.03% (-$74.2K) YoY-
(VTIcusip922908769)	7.0K	QoQ +167.03% (+4.4K) YoY-	All Managers (Combined)	$1.9M	3.1% ($1.9M/$63.0M)	QoQ +146.28% (+$1.1M) YoY-
(cusip33740U703)✕	76.6K	QoQ +13.53% (+9.1K) YoY-	All Managers (Combined)	$1.9M	3.0% ($1.9M/$63.0M)	QoQ +9.45% (+$165.1K) YoY-
(cusip33740U752)✕	51.3K	QoQ +13.58% (+6.1K) YoY-	All Managers (Combined)	$1.5M	2.4% ($1.5M/$63.0M)	QoQ +5.92% (+$85.6K) YoY-
(cusip33740F755)✕	49.8K	QoQ +14.37% (+6.3K) YoY-	All Managers (Combined)	$1.5M	2.3% ($1.5M/$63.0M)	QoQ +9.57% (+$129.2K) YoY-
Duolingo, Inc.(DUOLcusip26603R106)	4.5K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$1.4M	2.2% ($1.4M/$63.0M)	QoQ -21.14% (-$374.7K) YoY-
(cusip33740U760)✕	57.0K	QoQ +19.77% (+9.4K) YoY-	All Managers (Combined)	$1.3M	2.0% ($1.3M/$63.0M)	QoQ +18.38% (+$198.6K) YoY-
(cusip33738R506)✕	17.6K	QoQ +7.93% (+1.3K) YoY-	All Managers (Combined)	$1.0M	1.6% ($1.0M/$63.0M)	QoQ +1.76% (+$17.8K) YoY-
(cusip464288679)✕	8.8K	QoQ -18.58% (-2.0K) YoY-	All Managers (Combined)	$975.0K	1.5% ($975.0K/$63.0M)	QoQ -18.38% (-$219.6K) YoY-
(cusip46654Q724)✕	16.3K	QoQ -7.09% (-1.2K) YoY-	All Managers (Combined)	$971.9K	1.5% ($971.9K/$63.0M)	QoQ -11.65% (-$128.2K) YoY-
(cusip33733E823)✕	32.3K	QoQ +7.98% (-2.4K) YoY-	All Managers (Combined)	$960.4K	1.5% ($960.4K/$63.0M)	QoQ -1.15% (-$11.2K) YoY-
(cusip97717X669)✕	12.0K	QoQ +16.76% (+1.7K) YoY-	All Managers (Combined)	$958.8K	1.5% ($958.8K/$63.0M)	QoQ +12.51% (+$106.6K) YoY-
(cusip33740U729)✕	39.2K	QoQ +71.26% (+16.3K) YoY-	All Managers (Combined)	$920.5K	1.5% ($920.5K/$63.0M)	QoQ +65.97% (+$365.9K) YoY-
(IVVcusip464287200)	1.6K	QoQ +694.66% (+1.4K) YoY-	All Managers (Combined)	$919.8K	1.5% ($919.8K/$63.0M)	QoQ +639.51% (+$795.4K) YoY-
(cusip46641Q274)✕	16.4K	QoQ +53.22% (+5.7K) YoY-	All Managers (Combined)	$775.5K	1.2% ($775.5K/$63.0M)	QoQ +54.78% (+$274.5K) YoY-
Apple Inc.(AAPLcusip037833100)	3.4K	QoQ -1.58% (-54) YoY-	All Managers (Combined)	$744.8K	1.2% ($744.8K/$63.0M)	QoQ -3.96% (-$30.7K) YoY-
NVIDIA CORP(NVDAcusip67066G104)	5.1K	QoQ +0.90% (-46) YoY-	All Managers (Combined)	$553.0K	0.9% ($553.0K/$63.0M)	QoQ -15.76% (-$103.5K) YoY-