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",
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  null,
  "NMIH",
  "VONG",
  null,
  null,
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  null,
  "ASIX",
  null,
  "AXP",
  null,
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  null,
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  "SCHH",
  "AMBC",
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  "ASML",
  "T",
  "BLK",
  null,
  "PLUS",
  "CAT",
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  "LOW",
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  null,
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  null,
  null,
  null,
  "VTLE",
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  null,
  null,
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  null,
  null,
  "KRP",
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  "DUK",
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  null,
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  null,
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  "POWL",
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  "RL",
  null,
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  "RC",
  null,
  null,
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  null,
  null,
  null,
  "SKYW",
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  null,
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  null,
  null,
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  null,
  null,
  null,
  "SN",
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  null,
  null,
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  "ECC",
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  "GILD",
  "GIS",
  "BSGM",
  "HD",
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  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  "GROY",
  null,
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  null,
  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  "META",
  null,
  null,
  null,
  null,
  "LTBR",
  null,
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  null,
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  null,
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  null,
  null,
  "IJH",
  null,
  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
  null,
  null,
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  null,
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  null,
  null,
  null,
  null,
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  null,
  "NEOV",
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  null,
  null,
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  null,
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  null,
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  "LIN",
  null,
  null,
  null,
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  "ICMB",
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  "MPC",
  "TNFA",
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  null,
  null,
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  null,
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  null,
  null,
  "MDT",
  null,
  "ALE",
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  null,
  "FTV",
  null,
  "GE",
  "NI",
  "HEI",
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  "HIG",
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  null,
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  null,
  null,
  null,
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  null,
  "PCAR",
  "ZIM",
  "AMP",
  "IJR",
  "ANET",
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  "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,
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  "INTC",
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  "PLTR",
  "PFE",
  null,
  null,
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  "PG",
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  null,
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  "PSTG",
  null,
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  "MAS",
  null,
  "MSTR",
  null,
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  null,
  "REGN",
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  null,
  null,
  null,
  "SLVM",
  null,
  null,
  null,
  "IEFA",
  "SPGI",
  null,
  null,
  null,
  null,
  null,
  null,
  "SCHX",
  null,
  null,
  "NOW",
  "SLB",
  "RS",
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  "SRE",
  "O",
  "SNA",
  "SHEL",
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  null,
  null,
  null,
  "BP",
  null,
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  null,
  null,
  null,
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  null,
  null,
  null,
  "IBM",
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  "SNPS",
  "TEL",
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  "TM",
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  "TJX",
  "TDG",
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  "TFC",
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  "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,
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  null,
  "ULTA",
  "IWO",
  "XLB",
  "GMED",
  "PATH",
  "IEF",
  null,
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  null,
  "OHI",
  null,
  null,
  "PR",
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  null,
  "ETR",
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  null,
  null,
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  "VRTX",
  null,
  "TT",
  "VRSK",
  "GPK",
  "VRT",
  "RRC",
  "MTG",
  "MTDR",
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  "PBF",
  "THC",
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  "GM",
  "HAL",
  "APTV",
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  "TMHC",
  null,
  "TOL",
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  "AMD",
  "ALLE",
  "AVB",
  "WSO",
  "IP",
  "DLTR",
  "F",
  "DECK",
  "WEC",
  "EQR",
  "FTNT",
  "IWP",
  "IWR",
  "IR",
  "NCLH",
  "OPCH",
  null,
  null,
  "GSLC",
  "CAH",
  "ESNT",
  "NVST",
  null,
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  "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,
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  null,
  null,
  "LYV",
  "HCI",
  null,
  "MTUM",
  "LYB",
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  null,
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  "DGRO",
  "MCK",
  null,
  null,
  "SPYV",
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  "SYF",
  "NUE",
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  "EG",
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  null,
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  "BCC",
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  "BFH",
  "SAM",
  "BWA",
  "BMY",
  "BLDR",
  "BAM.TO",
  "BG",
  "CHRW",
  "BFLY",
  "AI",
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  "CARS",
  "CCL",
  "SAVA",
  "CPRX",
  "CELH",
  "CF",
  "CVX",
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  "CHDN",
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  "CSCO",
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  "C",
  "CLSK",
  "CNX",
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  null,
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  "GOOG",
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  "LLY",
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  "PLD",
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  null,
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  "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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921937835

BND|921937835

Shares:2.8K

Value:$204.0K

% of Portfolio:0.3% ($204.0K/$63.0M)

464287622

IWB|464287622

Shares:654

Value:$200.6K

% of Portfolio:0.3% ($200.6K/$63.0M)

78463X889

SPDW|78463X889

Shares:5.2K

Value:$188.7K

% of Portfolio:0.3% ($188.7K/$63.0M)

46436E718

Shares:1.9K

Value:$186.8K

% of Portfolio:0.3% ($186.8K/$63.0M)

464287804

IJR|464287804

Shares:1.7K

Value:$181.6K

% of Portfolio:0.3% ($181.6K/$63.0M)

MacKenzie Realty Capital, Inc.

MKZR|55453W105

Shares:117.1K

Value:$175.6K

% of Portfolio:0.3% ($175.6K/$63.0M)

69374H881

Shares:3.2K

Value:$175.3K

% of Portfolio:0.3% ($175.3K/$63.0M)

69374H873

Shares:5.6K

Value:$174.9K

% of Portfolio:0.3% ($174.9K/$63.0M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:316

Value:$168.3K

% of Portfolio:0.3% ($168.3K/$63.0M)

BP PLC

BP|055622104

Shares:5.0K

Value:$168.0K

% of Portfolio:0.3% ($168.0K/$63.0M)

464287614

IWF|464287614

Shares:465

Value:$167.9K

% of Portfolio:0.3% ($167.9K/$63.0M)

Parker-Hannifin Corp

PH|701094104

Shares:252

Value:$153.2K

% of Portfolio:0.2% ($153.2K/$63.0M)

97717Y527

Shares:2.9K

Value:$145.8K

% of Portfolio:0.2% ($145.8K/$63.0M)

Alphabet Inc.

GOOGL|02079K305

Shares:940

Value:$145.4K

% of Portfolio:0.2% ($145.4K/$63.0M)

74933W452

Shares:2.8K

Value:$142.3K

% of Portfolio:0.2% ($142.3K/$63.0M)

Alphabet Inc.

GOOG|02079K107

Shares:906

Value:$141.5K

% of Portfolio:0.2% ($141.5K/$63.0M)

46434V860

Shares:2.7K

Value:$139.0K

% of Portfolio:0.2% ($139.0K/$63.0M)

69374H857

Shares:3.7K

Value:$138.7K

% of Portfolio:0.2% ($138.7K/$63.0M)

25861R204

Shares:4.3K

Value:$129.8K

% of Portfolio:0.2% ($129.8K/$63.0M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:276

Value:$129.4K

% of Portfolio:0.2% ($129.4K/$63.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(BNDcusip921937835)	2.8K	QoQ +18.81% (+440) YoY-	All Managers (Combined)	$204.0K	0.3% ($204.0K/$63.0M)	QoQ +20.64% (+$34.9K) YoY-
(IWBcusip464287622)	654	QoQ NEW(+654) YoY-	All Managers (Combined)	$200.6K	0.3% ($200.6K/$63.0M)	QoQ NEW(+$200.6K) YoY-
(SPDWcusip78463X889)	5.2K	QoQ +4698.14% (+5.1K) YoY-	All Managers (Combined)	$188.7K	0.3% ($188.7K/$63.0M)	QoQ +4777.04% (+$184.8K) YoY-
(cusip46436E718)✕	1.9K	QoQ NEW(+1.9K) YoY-	All Managers (Combined)	$186.8K	0.3% ($186.8K/$63.0M)	QoQ NEW(+$186.8K) YoY-
(IJRcusip464287804)	1.7K	QoQ +2125.64% (+1.7K) YoY-	All Managers (Combined)	$181.6K	0.3% ($181.6K/$63.0M)	QoQ +1886.92% (+$172.4K) YoY-
MacKenzie Realty Capital, Inc.(MKZRcusip55453W105)	117.1K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$175.6K	0.3% ($175.6K/$63.0M)	QoQ -25.74% (-$60.9K) YoY-
(cusip69374H881)✕	3.2K	QoQ +1630.27% (+3.0K) YoY-	All Managers (Combined)	$175.3K	0.3% ($175.3K/$63.0M)	QoQ +1557.10% (+$164.7K) YoY-
(cusip69374H873)✕	5.6K	QoQ NEW(+5.6K) YoY-	All Managers (Combined)	$174.9K	0.3% ($174.9K/$63.0M)	QoQ NEW(+$174.9K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	316	QoQ +12.45% (+35) YoY-	All Managers (Combined)	$168.3K	0.3% ($168.3K/$63.0M)	QoQ +26.69% (+$35.5K) YoY-
BP PLC(BPcusip055622104)	5.0K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$168.0K	0.3% ($168.0K/$63.0M)	QoQ +4.70% (+$7.6K) YoY-
(IWFcusip464287614)	465	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$167.9K	0.3% ($167.9K/$63.0M)	QoQ -11.52% (-$21.9K) YoY-
Parker-Hannifin Corp(PHcusip701094104)	252	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$153.2K	0.2% ($153.2K/$63.0M)	QoQ -11.12% (-$19.2K) YoY-
(cusip97717Y527)✕	2.9K	QoQ +229.20% (+2.0K) YoY-	All Managers (Combined)	$145.8K	0.2% ($145.8K/$63.0M)	QoQ +228.71% (+$101.4K) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	940	QoQ -4.08% (-40) YoY-	All Managers (Combined)	$145.4K	0.2% ($145.4K/$63.0M)	QoQ -19.96% (-$36.3K) YoY-
(cusip74933W452)✕	2.8K	QoQ +219.77% (+2.0K) YoY-	All Managers (Combined)	$142.3K	0.2% ($142.3K/$63.0M)	QoQ +220.48% (+$97.9K) YoY-
Alphabet Inc.(GOOGcusip02079K107)	906	QoQ -6.88% (-67) YoY-	All Managers (Combined)	$141.5K	0.2% ($141.5K/$63.0M)	QoQ -22.26% (-$40.5K) YoY-
(cusip46434V860)✕	2.7K	QoQ +197.29% (+1.8K) YoY-	All Managers (Combined)	$139.0K	0.2% ($139.0K/$63.0M)	QoQ +197.93% (+$92.4K) YoY-
(cusip69374H857)✕	3.7K	QoQ +30716.66% (+3.7K) YoY-	All Managers (Combined)	$138.7K	0.2% ($138.7K/$63.0M)	QoQ +27094.31% (+$138.2K) YoY-
(cusip25861R204)✕	4.3K	QoQ NEW(+4.3K) YoY-	All Managers (Combined)	$129.8K	0.2% ($129.8K/$63.0M)	QoQ NEW(+$129.8K) YoY-
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	276	QoQ +4.54% (-12) YoY-	All Managers (Combined)	$129.4K	0.2% ($129.4K/$63.0M)	QoQ -6.25% (-$8.6K) YoY-