13F HOLDINGS REPORT
Legacy Wealth Management, Inc
Quarter ended Q1 2025 · Filed April 25, 2025 · Accession 0001085146-25-002331
Total Value
$1.50B
Positions
40
Other Managers
0
Confidential Omitted
No
Holdings (40)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 507,597 | $285.2M | 19.01% |
| 2 | ISHARES TR | 464287622 | 758,328 | $232.6M | 15.50% |
| 3 | SCHWAB STRATEGIC TR | 808524722 | 6,893,528 | $185.6M | 12.37% |
| 4 | J P MORGAN EXCHANGE TRADED F | 46641Q670 | 3,233,844 | $152.1M | 10.14% |
| 5 | FIDELITY MERRIMACK STR TR | 316188309 | 3,096,566 | $141.4M | 9.42% |
| 6 | SCHWAB STRATEGIC TR | 808524508 | 4,203,019 | $110.1M | 7.34% |
| 7 | ISHARES TR | 464287507 | 1,345,242 | $78.5M | 5.23% |
| 8 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 1,446,499 | $73.2M | 4.88% |
| 9 | ISHARES TR | 46432F834 | 781,149 | $54.5M | 3.63% |
| 10 | ISHARES TR | 464287804 | 496,080 | $51.9M | 3.46% |
| 11 | SCHWAB STRATEGIC TR | 808524201 | 2,308,399 | $51.0M | 3.40% |
| 12 | SCHWAB STRATEGIC TR | 808524607 | 1,109,511 | $26.0M | 1.73% |
| 13 | HARTFORD FDS EXCHANGE TRADED | 41653L503 | 512,899 | $19.7M | 1.31% |
| 14 | ISHARES TR | 464287655 | 58,497 | $11.7M | 0.78% |
| 15 | VANGUARD INDEX FDS | 922908769 | 26,995 | $7.4M | 0.49% |
| 16 | SPDR S&P 500 ETF TR | SPY | 9,991 | $5.6M | 0.37% |
| 17 | ISHARES TR | 464287226 | 36,454 | $3.6M | 0.24% |
| 18 | SCHWAB STRATEGIC TR | 808524839 | 39,347 | $911,277 | 0.06% |
| 19 | SCHWAB STRATEGIC TR | 808524102 | 36,933 | $795,167 | 0.05% |
| 20 | SELECT SECTOR SPDR TR | 81369Y605 | 15,773 | $785,653 | 0.05% |
| 21 | SELECT SECTOR SPDR TR | 81369Y803 | 3,647 | $753,033 | 0.05% |
| 22 | SELECT SECTOR SPDR TR | 81369Y209 | 5,083 | $742,169 | 0.05% |
| 23 | APPLE INC | AAPL | 2,938 | $652,618 | 0.04% |
| 24 | MICROSOFT CORP | MSFT | 1,514 | $568,340 | 0.04% |
| 25 | AT&T INC | T-PC | 19,249 | $544,362 | 0.04% |
| 26 | ISHARES TR | 464287614 | 1,274 | $460,029 | 0.03% |
| 27 | NVIDIA CORPORATION | NVDA | 3,833 | $415,421 | 0.03% |
| 28 | AMAZON COM INC | AMZN | 2,044 | $388,891 | 0.03% |
| 29 | SOUTHERN CO | SOMN | 4,143 | $380,949 | 0.03% |
| 30 | SELECT SECTOR SPDR TR | 81369Y308 | 4,552 | $371,762 | 0.02% |
| 31 | SELECT SECTOR SPDR TR | 81369Y852 | 3,659 | $352,911 | 0.02% |
| 32 | SELECT SECTOR SPDR TR | 81369Y407 | 1,725 | $340,619 | 0.02% |
| 33 | META PLATFORMS INC | META | 567 | $326,796 | 0.02% |
| 34 | SCHWAB STRATEGIC TR | 808524649 | 12,110 | $307,231 | 0.02% |
| 35 | ISHARES TR | 464287598 | 1,527 | $287,320 | 0.02% |
| 36 | VISA INC | V | 800 | $280,368 | 0.02% |
| 37 | ISHARES TR | 464287515 | 2,837 | $252,465 | 0.02% |
| 38 | INVESCO QQQ TR | IVZ | 512 | $240,273 | 0.02% |
| 39 | CME GROUP INC | CME | 863 | $228,945 | 0.02% |
| 40 | BROADCOM INC | AVGO | 1,221 | $204,432 | 0.01% |