Investor

Legacy Wealth Management, Inc

Portfolio Total Value

$1,558,533,000.00

Number of Stocks

45

Period of Reporting

2024-12-31

Stocks

Stock Value % Recent Activity Share Reported Price Current Price +/- Reported Price 52 Week Low 52 Week High
IVV $302,331,000.0 19.41%
Added 1.94%
513,576 $588.68 $747.78
Added 27.03%
$485.19 $612.09
IWB $250,543,000.0 16.08%
Reduced 0.5%
777,699 $322.16 $406.95
Added 26.32%
$265.7 $336.18
SCHK $197,339,000.0 12.67%
Added 94.02%
6,970,674 $28.31 $36.01
Added 27.2%
$23.34 $53.75
JCPB $146,570,000.0 9.41%
Added 5.38%
3,181,469 $46.07 $46.77
Added 1.52%
$45.19 $48.54
FBND $138,239,000.0 8.87%
Added 4.89%
3,080,887 $44.87 $45.49
Added 1.38%
$44.01 $47.3
SCHM $115,828,000.0 7.44%
Added 203.94%
4,180,010 $27.71 $36.36
Added 31.22%
$24.54 $81.16
IJH $84,777,000.0 5.44%
Reduced 3.45%
1,360,573 $62.31 $76.07
Added 22.08%
$54.14 $68.33
JPST $72,769,000.0 4.67%
Added 4.57%
1,444,695 $50.37 $50.48
Added 0.22%
$50.2 $50.75
IJR $56,226,000.0 3.61%
Added 2.17%
487,995 $115.22 $143.26
Added 24.34%
$101.85 $128.61
SCHX $51,960,000.0 3.34%
Added 188.45%
2,241,615 $23.18 $29.37
Added 26.7%
$19.08 $66.02
IXUS $51,718,000.0 3.32%
Added 3.25%
781,962 $66.14 $97.19
Added 46.95%
$63.3 $73.53
SCHA $27,914,000.0 1.79%
Added 96.05%
1,079,434 $25.86 $35.46
Added 37.12%
$22.41 $50.79
HMOP $19,383,000.0 1.24%
Added 13.84%
501,378 $38.66 $39.21
Added 1.42%
$38.22 $39.84
IWM $13,057,000.0 0.84%
Reduced 0.35%
59,095 $220.96 $298.18
Added 34.95%
$190.06 $244.98
VTI $8,013,000.0 0.51%
Added 2.43%
27,650 $289.81 $368.81
Added 27.26%
$239.86 $302.95
SPY $5,840,000.0 0.37%
No Change
9,965 $586.06 $744.39
Added 27.02%
$482.86 $609.07
AGG $3,373,000.0 0.22%
Reduced 9.59%
34,819 $96.9 $98.63
Added 1.79%
$94.85 $102.04
SCHB $838,000.0 0.05%
Added 197.06%
36,921 $22.7 $28.88
Added 27.22%
$18.75 $64.77
AAPL $820,000.0 0.05%
Added 0.92%
3,277 $250.42 $297.01
Added 18.6%
$164.08 $260.1
XLK $812,000.0 0.05%
Reduced 3.8%
3,496 $232.52 $192.15
Reduced 17.36%
$190.75 $241.88
XLF $779,000.0 0.05%
Added 26.3%
16,125 $48.33 $53.7
Added 11.11%
$38.25 $51.62
MSFT $760,000.0 0.05%
Added 6.43%
1,804 $421.5 $367.34
Reduced 12.85%
$385.58 $468.35
NVDA $676,000.0 0.04%
Added 8.09%
5,035 $134.29 $208.65
Added 55.37%
$59.94 $153.13
XLV $681,000.0 0.04%
Added 11.03%
4,953 $137.57 $150.06
Added 9.08%
$135.95 $159.64
XLY $390,000.0 0.03%
Reduced 8.04%
1,739 $224.35 $114.94
Reduced 48.77%
$166.48 $240.28
AMZN $517,000.0 0.03%
Added 0.98%
2,361 $219.39 $232.79
Added 6.11%
$151.61 $235.44
SO $395,000.0 0.03%
No Change
4,810 $82.32 $93.43
Added 13.5%
$65.8 $94.45
AVGO $428,000.0 0.03%
Reduced 2.17%
1,847 $231.84 $392.13
Added 69.14%
$117.43 $251.88
FB $479,000.0 0.03%
Added 1.49%
819 $585.51 $44.56
Reduced 92.39%
$0.0 $0.0
IWF $505,000.0 0.03%
No Change
1,260 $401.58 $121.76
Reduced 69.68%
$310.51 $419.53
SCHZ $542,000.0 0.03%
Added 121.96%
23,892 $22.7 $23.06
Added 1.59%
$22.27 $47.17
T $485,000.0 0.03%
Reduced 77.16%
21,325 $22.77 $22.1
Reduced 2.94%
$15.94 $24.03
HD $240,000.0 0.02%
Reduced 0.64%
618 $388.99 $326.62
Reduced 16.03%
$323.77 $439.37
V $298,000.0 0.02%
Added 1.83%
946 $316.04 $326.6
Added 3.34%
$252.7 $325.74
IWD $278,000.0 0.02%
No Change
1,504 $185.13 $243.53
Added 31.55%
$164.0 $200.42
LLY $281,000.0 0.02%
Reduced 2.41%
365 $772.58 $1,102.08
Added 42.65%
$624.68 $972.53
QQQ $259,000.0 0.02%
No Change
508 $511.63 $737.95
Added 44.24%
$413.07 $539.15
XLP $363,000.0 0.02%
Added 11.22%
4,618 $78.61 $82.18
Added 4.54%
$71.57 $84.53
VOO $357,000.0 0.02%
No Change
677 $527.36 $686.1
Added 30.1%
$443.75 $559.96
XLC $373,000.0 0.02%
Reduced 1.93%
3,861 $96.81 $106.86
Added 10.38%
$75.84 $102.67
UNH $251,000.0 0.02%
Reduced 9.64%
497 $505.86 $406.68
Reduced 19.61%
$436.38 $630.73
DFAC $205,000.0 0.01%
No Change
5,951 $34.59 $44.19
Added 27.75%
$29.24 $36.66
NFLX $216,000.0 0.01%
No Change
243 $891.32 $72.88
Reduced 91.82%
$537.07 $941.75
JNJ $211,000.0 0.01%
No Change
1,305 $162.06 $231.29
Added 42.72%
$140.68 $168.85
PG $214,000.0 0.01%
No Change
1,237 $173.2 $147.68
Reduced 14.73%
$152.06 $180.43