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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33738D879

Shares:20.6K

Value:$489.4K

% of Portfolio:0.8% ($489.4K/$63.0M)

33738R308

Shares:21.3K

Value:$466.5K

% of Portfolio:0.7% ($466.5K/$63.0M)

00768Y438

Shares:13.1K

Value:$451.1K

% of Portfolio:0.7% ($451.1K/$63.0M)

33739Q705

Shares:8.7K

Value:$440.2K

% of Portfolio:0.7% ($440.2K/$63.0M)

33740U463

Shares:13.8K

Value:$422.9K

% of Portfolio:0.7% ($422.9K/$63.0M)

MICROSOFT CORP

MSFT|594918104

Shares:1.1K

Value:$419.7K

% of Portfolio:0.7% ($419.7K/$63.0M)

33734X846

Shares:6.5K

Value:$411.4K

% of Portfolio:0.7% ($411.4K/$63.0M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:416

Value:$393.4K

% of Portfolio:0.6% ($393.4K/$63.0M)

464287507

IJH|464287507

Shares:6.2K

Value:$359.0K

% of Portfolio:0.6% ($359.0K/$63.0M)

33737A108

Shares:2.8K

Value:$322.0K

% of Portfolio:0.5% ($322.0K/$63.0M)

33739Q408

Shares:5.4K

Value:$321.0K

% of Portfolio:0.5% ($321.0K/$63.0M)

33739Q804

Shares:12.2K

Value:$318.5K

% of Portfolio:0.5% ($318.5K/$63.0M)

33738R704

Shares:4.0K

Value:$275.9K

% of Portfolio:0.4% ($275.9K/$63.0M)

33738R811

Shares:3.6K

Value:$275.8K

% of Portfolio:0.4% ($275.8K/$63.0M)

26922A321

Shares:5.0K

Value:$272.5K

% of Portfolio:0.4% ($272.5K/$63.0M)

EXXON MOBIL CORP

XOM|30231G102

Shares:2.3K

Value:$271.6K

% of Portfolio:0.4% ($271.6K/$63.0M)

Tesla, Inc.

TSLA|88160R101

Shares:1.0K

Value:$261.2K

% of Portfolio:0.4% ($261.2K/$63.0M)

26922B667

Shares:8.0K

Value:$251.3K

% of Portfolio:0.4% ($251.3K/$63.0M)

921910816

MGK|921910816

Shares:762

Value:$235.4K

% of Portfolio:0.4% ($235.4K/$63.0M)

Trane Technologies plc

TT|G8994E103

Shares:628

Value:$211.6K

% of Portfolio:0.3% ($211.6K/$63.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33738D879)✕	20.6K	QoQ +24.18% (+4.0K) YoY-	All Managers (Combined)	$489.4K	0.8% ($489.4K/$63.0M)	QoQ +16.75% (+$70.2K) YoY-
(cusip33738R308)✕	21.3K	QoQ +24.21% (+4.2K) YoY-	All Managers (Combined)	$466.5K	0.7% ($466.5K/$63.0M)	QoQ +15.20% (+$61.6K) YoY-
(cusip00768Y438)✕	13.1K	QoQ -35.04% (-7.1K) YoY-	All Managers (Combined)	$451.1K	0.7% ($451.1K/$63.0M)	QoQ -38.98% (-$288.2K) YoY-
(cusip33739Q705)✕	8.7K	QoQ +25.89% (+1.8K) YoY-	All Managers (Combined)	$440.2K	0.7% ($440.2K/$63.0M)	QoQ +25.71% (+$90.0K) YoY-
(cusip33740U463)✕	13.8K	QoQ +82.39% (+6.2K) YoY-	All Managers (Combined)	$422.9K	0.7% ($422.9K/$63.0M)	QoQ +79.50% (+$187.3K) YoY-
MICROSOFT CORP(MSFTcusip594918104)	1.1K	QoQ -1.67% (-19) YoY-	All Managers (Combined)	$419.7K	0.7% ($419.7K/$63.0M)	QoQ -9.91% (-$46.2K) YoY-
(cusip33734X846)✕	6.5K	QoQ +11.54% (+676) YoY-	All Managers (Combined)	$411.4K	0.7% ($411.4K/$63.0M)	QoQ +1.23% (+$5.0K) YoY-
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	416	QoQ +8.61% (-33) YoY-	All Managers (Combined)	$393.4K	0.6% ($393.4K/$63.0M)	QoQ -1.58% (-$6.3K) YoY-
(IJHcusip464287507)	6.2K	QoQ NEW(+6.2K) YoY-	All Managers (Combined)	$359.0K	0.6% ($359.0K/$63.0M)	QoQ NEW(+$359.0K) YoY-
(cusip33737A108)✕	2.8K	QoQ +10.43% (+269) YoY-	All Managers (Combined)	$322.0K	0.5% ($322.0K/$63.0M)	QoQ +3.48% (+$10.8K) YoY-
(cusip33739Q408)✕	5.4K	QoQ -23.48% (-1.6K) YoY-	All Managers (Combined)	$321.0K	0.5% ($321.0K/$63.0M)	QoQ -23.44% (-$98.3K) YoY-
(cusip33739Q804)✕	12.2K	QoQ +13.27% (+1.4K) YoY-	All Managers (Combined)	$318.5K	0.5% ($318.5K/$63.0M)	QoQ +14.86% (+$41.2K) YoY-
(cusip33738R704)✕	4.0K	QoQ +8.24% (-308) YoY-	All Managers (Combined)	$275.9K	0.4% ($275.9K/$63.0M)	QoQ -7.25% (-$21.6K) YoY-
(cusip33738R811)✕	3.6K	QoQ +13.21% (-426) YoY-	All Managers (Combined)	$275.8K	0.4% ($275.8K/$63.0M)	QoQ -1.88% (-$5.3K) YoY-
(cusip26922A321)✕	5.0K	QoQ -68.74% (-11.1K) YoY-	All Managers (Combined)	$272.5K	0.4% ($272.5K/$63.0M)	QoQ -69.90% (-$633.1K) YoY-
EXXON MOBIL CORP(XOMcusip30231G102)	2.3K	QoQ -0.73% (-17) YoY-	All Managers (Combined)	$271.6K	0.4% ($271.6K/$63.0M)	QoQ +8.41% (-$21.1K) YoY-
Tesla, Inc.(TSLAcusip88160R101)	1.0K	QoQ +13.38% (-119) YoY-	All Managers (Combined)	$261.2K	0.4% ($261.2K/$63.0M)	QoQ -18.74% (-$60.2K) YoY-
(cusip26922B667)✕	8.0K	QoQ -51.38% (-8.4K) YoY-	All Managers (Combined)	$251.3K	0.4% ($251.3K/$63.0M)	QoQ -55.47% (-$313.2K) YoY-
(MGKcusip921910816)	762	QoQ -2.30% (-18) YoY-	All Managers (Combined)	$235.4K	0.4% ($235.4K/$63.0M)	QoQ -13.46% (-$36.6K) YoY-
Trane Technologies plc(TTcusipG8994E103)	628	QoQ +486.91% (+521) YoY-	All Managers (Combined)	$211.6K	0.3% ($211.6K/$63.0M)	QoQ +455.24% (+$173.5K) YoY-