Legacy Wealth Management, Inc Top Holdings and 13F Report (2024) → Nvidia CEO Says It Will Be “the Next Revolution” Beyond AI (From Banyan Hill Publishing) (Ad) About Legacy Wealth Management, IncInvestment ActivityLegacy Wealth Management, Inc has $1.36 billion in total holdings as of March 31, 2024.Legacy Wealth Management, Inc owns shares of 25 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 25.55% of the portfolio was purchased this quarter.About 19.19% of the portfolio was sold this quarter.This quarter, Legacy Wealth Management, Inc has purchased 22 new stocks and bought additional shares in 8 stocks.Legacy Wealth Management, Inc sold shares of 11 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $255,969,668iShares Russell 1000 ETF $227,195,700Schwab 1000 ETF $186,638,490Fidelity Total Bond ETF $127,252,896JPMorgan Core Plus Bond ETF $116,203,518 Largest New Holdings this Quarter AT&T $1,622,192 HoldingApple $323,224 HoldingWarner Bros. Discovery $197,673 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 485,503 shares (about $255.24M)iShares Core S&P Mid-Cap ETF 1,167,330 shares (about $70.90M)JPMorgan Core Plus Bond ETF 175,127 shares (about $8.17M)Fidelity Total Bond ETF 101,951 shares (about $4.62M)JPMorgan Ultra-Short Income ETF 52,813 shares (about $2.66M) Largest Sales this Quarter Schwab 1000 ETF 4,930,548 shares (about $249.83M)Schwab U.S. Mid-Cap ETF 53,390 shares (about $4.35M)Schwab US Large-Cap ETF 49,556 shares (about $3.08M)iShares Russell 1000 ETF 8,529 shares (about $2.46M)Schwab US Small-Cap ETF 6,022 shares (about $296.52K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLegacy Wealth Management, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$255,969,668$255,243,634 ▲35,155.9%486,88418.9%ETFIWBiShares Russell 1000 ETF$227,195,700$2,456,607 ▼-1.1%788,79216.7%ETFSCHKSchwab 1000 ETF$186,638,490$249,830,872 ▼-57.2%3,683,41213.8%ETFFBNDFidelity Total Bond ETF$127,252,896$4,619,399 ▲3.8%2,808,4959.4%ETFJCPBJPMorgan Core Plus Bond ETF$116,203,518$8,168,799 ▲7.6%2,491,2328.6%ETFSCHMSchwab U.S. Mid-Cap ETF$109,759,003$4,347,547 ▼-3.8%1,347,8948.1%ETFIJHiShares Core S&P Mid-Cap ETF$89,817,606$70,903,601 ▲374.9%1,478,7236.6%ETFJPSTJPMorgan Ultra-Short Income ETF$66,333,541$2,664,416 ▲4.2%1,314,8374.9%ETFSCHXSchwab US Large-Cap ETF$50,191,894$3,075,445 ▼-5.8%808,7643.7%ETFIJRiShares Core S&P Small-Cap ETF$49,926,804$1,711,179 ▲3.5%451,7453.7%ETFSCHASchwab US Small-Cap ETF$27,603,247$296,523 ▼-1.1%560,5862.0%ETFHMOPHartford Municipal Opportunities ETF$16,441,127$306,797 ▲1.9%423,3041.2%ETFIWMiShares Russell 2000 ETF$12,480,211$152,257 ▼-1.2%59,3450.9%FinanceVTIVanguard Total Stock Market ETF$7,016,0010.0%26,9950.5%ETFSPYSPDR S&P 500 ETF Trust$5,319,342$833,812 ▲18.6%10,1690.4%FinanceAGGiShares Core U.S. Aggregate Bond ETF$3,696,0600.0%37,7380.3%FinanceTAT&T$1,622,192$1,622,192 ▲New Holding92,1700.1%Computer and TechnologySCHBSchwab US Broad Market ETF$878,998$92,063 ▼-9.5%14,3980.1%ETFSCHZSchwab U.S. Aggregate Bond ETF$542,340$52,854 ▼-8.9%11,7900.0%ETFIWFiShares Russell 1000 Growth ETF$432,435$54,265 ▼-11.1%1,2830.0%ETFAAPLApple$323,224$323,224 ▲New Holding1,8850.0%Computer and TechnologyIWDiShares Russell 1000 Value ETF$269,3810.0%1,5040.0%ETFQQQInvesco QQQ$238,112$3,110 ▼-1.3%5360.0%FinanceIXUSiShares Core MSCI Total International Stock ETF$209,484$14,183 ▼-6.3%3,0870.0%ManufacturingWBDWarner Bros. Discovery$197,673$197,673 ▲New Holding22,6430.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. 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