Legacy Wealth Management, Inc
CIK Number: 0001488921
Main Sectors:
Top Industries:
Filing Date: Apr 25, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 652.11 | +0.36% | 507.6K | -1.16% | 285.22M | 527.05 | 19.01% | Share |
| 2 | IWB | iShares Russell... | 356.79 | +0.37% | 758.33K | -2.49% | 232.61M | 101.54 | 15.50% | Share |
| 3 | SCHK | Schwab 1000 Ind... | 31.36 | +0.38% | 6.89M | -1.11% | 185.57M | 15.73 | 12.37% | Share |
| 4 | JCPB | JPMorgan Core P... | 47.27 | +0.15% | 3.23M | +1.65% | 152.12M | 46.87 | 10.14% | Share |
| 5 | FBND | Fidelity Total ... | 45.94 | -0.22% | 3.1M | +0.51% | 141.36M | 43.76 | 9.42% | Share |
| 6 | SCHM | Schwab U.S. Mid... | 29.59 | +0.10% | 4.2M | +0.55% | 110.12M | 18.41 | 7.34% | Share |
| 7 | IJH | iShares Core S&... | 65.52 | +0.13% | 1.35M | -1.13% | 78.49M | 31.95 | 5.23% | Share |
| 8 | JPST | JPMorgan Ultra-... | 50.72 | -0.01% | 1.45M | +0.12% | 73.24M | 50.17 | 4.88% | Share |
| 9 | IXUS | iShares Core MS... | 80.19 | +0.38% | 781.15K | -0.1% | 54.53M | 72.43 | 3.63% | Share |
| 10 | IJR | iShares Core S&... | 118.51 | -0.21% | 496.08K | +1.66% | 51.88M | 92.6 | 3.46% | Share |
| 11 | SCHX | Schwab U.S. Lar... | 25.71 | +0.33% | 2.31M | +2.98% | 50.97M | 15.22 | 3.40% | Share |
| 12 | SCHA | Schwab U.S. Sma... | 27.46 | +0.29% | 1.11M | +2.79% | 26M | 13.9 | 1.73% | Share |
| 13 | HMOP | Hartford Munici... | 38.23 | -0.42% | 512.9K | +2.30% | 19.72M | 37.83 | 1.31% | Share |
| 14 | IWM | iShares Russell... | 236.22 | +0.12% | 58.5K | -1.01% | 11.67M | 101.29 | 0.78% | Share |
| 15 | VTI | Vanguard Total ... | 320.06 | +0.35% | 27K | -2.37% | 7.42M | 123.99 | 0.49% | Share |
| 16 | SPY | SPDR S&P 500 ET... | 648.86 | +0.34% | 9.99K | +0.26% | 5.59M | 299.02 | 0.37% | Share |
| 17 | AGG | iShares Core U.... | 99.58 | +0.12% | 36.45K | +4.70% | 3.61M | 99.05 | 0.24% | Share |
| 18 | SCHZ | Schwab U.S. Agg... | 23.32 | +0.15% | 39.35K | +64.69% | 911.28K | 23.49 | 0.06% | Share |
| 19 | SCHB | Schwab U.S. Bro... | 25.09 | +0.37% | 36.93K | +0.03% | 795.17K | 13.35 | 0.05% | Share |
| 20 | XLF | Financial Selec... | 53.86 | +0.15% | 15.77K | -2.18% | 785.65K | 45.95 | 0.05% | Share |
| 21 | XLK | Technology Sele... | 266.54 | +0.79% | 3.65K | +4.32% | 753.03K | 224.96 | 0.05% | Share |
| 22 | XLV | Health Care Sel... | 136.44 | -0.39% | 5.08K | +2.62% | 742.17K | 152.22 | 0.05% | Share |
| 23 | AAPL | Apple Inc. | 232.56 | +0.90% | 2.94K | -10.34% | 652.62K | 213.92 | 0.04% | Share |
| 24 | MSFT | Microsoft Corpo... | 509.64 | +0.57% | 1.51K | -16.08% | 568.34K | 429.77 | 0.04% | Share |
| 25 | T | AT&T Inc. | 28.95 | -0.36% | 19.25K | -9.74% | 544.36K | 17.69 | 0.04% | Share |
| 26 | IWF | iShares Russell... | 450.80 | +0.61% | 1.27K | +1.11% | 460.03K | 213.09 | 0.03% | Share |
| 27 | NVDA | NVIDIA Corporat... | 180.17 | -0.79% | 3.83K | -23.87% | 415.42K | 122.4 | 0.03% | Share |
| 28 | AMZN | Amazon.com, Inc... | 231.60 | +1.08% | 2.04K | -13.43% | 388.89K | 186.65 | 0.03% | Share |
| 29 | SO | The Southern Co... | 92.24 | -1.11% | 4.14K | -13.87% | 380.95K | 90.18 | 0.03% | Share |
| 30 | XLP | Consumer Staple... | 80.26 | -0.63% | 4.55K | -1.43% | 371.76K | 82.56 | 0.02% | Share |
| 31 | XLC | Communication S... | 111.62 | +0.39% | 3.66K | -5.23% | 352.91K | 90.4 | 0.02% | Share |
| 32 | XLY | Consumer Discre... | 234.17 | +0.18% | 1.73K | -0.81% | 340.62K | 200.37 | 0.02% | Share |
| 33 | META | Meta Platforms,... | 751.11 | +0.50% | 567 | -30.77% | 326.8K | 572.63 | 0.02% | Share |
| 34 | SCMB | Schwab Municipa... | 25.16 | -0.06% | 12.11K | +100.00% | 307.23K | 25.37 | 0.02% | Share |
| 35 | IWD | iShares Russell... | 201.63 | +0.06% | 1.53K | +1.53% | 287.32K | 136.77 | 0.02% | Share |
| 36 | V | Visa Inc. | 349.84 | -0.15% | 800 | -15.43% | 280.37K | 275.69 | 0.02% | Share |
| 37 | IGV | iShares Expande... | 109.08 | +1.51% | 2.84K | +100.00% | 252.47K | 88.99 | 0.02% | Share |
| 38 | QQQ | Invesco QQQ Tru... | 577.07 | +0.62% | 512 | +0.79% | 240.27K | 409.98 | 0.02% | Share |
| 39 | CME | CME Group Inc. | 266.77 | -1.24% | 863 | +100.00% | 228.94K | 265.29 | 0.02% | Share |
| 40 | AVGO | Broadcom Inc. | 308.65 | +2.80% | 1.22K | -33.89% | 204.43K | 172.5 | 0.01% | Share |