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Legacy Wealth Managment, LLC/ID

All holdings · as of Dec 31, 2025

921 positions

CompanyClassValueShares% of portfolio
EATON VANCE LIMITED DURATION—$11.6K1,1730.0%
Cigna Group—$11.6K420.0%
SPDR SERIES TRUST—$11.5K770.0%
INVESCO EXCH TRADED FD TR II—$11.3K970.0%
SYNOPSYS INC—$11.3K240.0%
Annaly Capital Management Inc—$11.2K5000.0%
Matson, Inc.—$11.0K890.0%
ISHARES TR—$11.0K1140.0%
GRAYSCALE BITCOIN MINI TR ET—$11.0K2830.0%
ARM HOLDINGS PLC /UKARMADR$10.9K1000.0%
EVEREST GROUP, LTD.—$10.9K320.0%
Halozyme Therapeutics Inc—$10.7K1590.0%
SELECT SECTOR SPDR TR—$10.5K880.0%
ISHARES TR—$10.4K1060.0%
XPO Inc—$10.3K760.0%
Ingredion Inc—$10.3K930.0%
DIMENSIONAL ETF TRUST—$10.2K1470.0%
CUMMINS INC—$10.2K200.0%
UNILEVER PLC—$10.1K1550.0%
AppLovin Corp—$10.1K150.0%
MercadoLibre, Inc.—$10.1K50.0%
OMEGA HEALTHCARE INVESTORS INC—$10.0K2250.0%
Dexcom Inc—$10.0K1500.0%
BROOKFIELD ASSET MANAGMT LTD—$10.0K1900.0%
First Trust Exchange-Traded Fund VIII—$9.8K1750.0%
COMSTOCK RESOURCES INCCRKCommon Stock$9.7K4170.0%
Atlassian Corporation—$9.6K590.0%
Lazard Inc—$9.5K1950.0%
PROSPECT CAPITAL CORPPSECCommon Stock$9.4K3,6390.0%
ABBOTT LABORATORIES—$9.3K740.0%
AUTOMATIC DATA PROCESSING INC—$9.3K360.0%
CID HOLDCO INC—$9.2K20,5910.0%
Cal-Maine Foods Inc—$9.2K1160.0%
GILEAD SCIENCES, INC.—$9.2K750.0%
VANGUARD INTL EQUITY INDEX F—$9.2K1250.0%
KKR & Co. Inc.—$9.2K720.0%
SELECT SECTOR SPDR TR—$9.0K2100.0%
Enova International, Inc.—$9.0K570.0%
Sempra—$8.9K1010.0%
J P MORGAN EXCHANGE TRADED F—$8.9K1350.0%
ANTERO RESOURCES Corp—$8.9K2580.0%
CVS HEALTH Corp—$8.9K1120.0%
PhenixFIN CorpPFXCommon Stock$8.8K2000.0%
FRANKLIN TEMPLETON ETF TR—$8.8K3540.0%
Super Micro Computer, Inc.—$8.8K3000.0%
HSBC HOLDINGS PLCHSBCADR$8.7K1110.0%
EXELIXIS, INC.—$8.7K1980.0%
FIRST TR EXCH TRADED FD III—$8.7K1810.0%
GE Vernova Inc.—$8.5K130.0%
Taylor Morrison Home Corp—$8.4K1420.0%
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