Fund HoldingsLegacy Wealth Managment, LLC/ID

Total Portfolio Value
$137.67M
Total Bought
$24.29M
Total Sold
$26.55M
Net Transaction
-$2.26M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
INNOVATOR ETFS TRUST
DEFINED WLT SHLD
099,113+99,11303,1102.26%+3,110
J P MORGAN EXCHANGE TRADED F
ACTIVE BOND ETF
038,652+38,65202,0691.50%+2,069
ISHARES TR
ULTRA SHORT DUR
134,153163,974+29,8216,7758,3136.04%+1,539
ISHARES TR012,406+12,40601,1830.86%+1,183
DEVON ENERGY CORP NEW(DVN)309,469305,912-3,55710,25911,4418.31%+1,182
VANGUARD INDEX FDS07,015+7,01501,9281.40%+1,928
ISHARES TR2061,637+1,4311249200.67%+795
BIOSIG TECHNOLOGIES INC3,603,1736,216,508+2,613,3353,2753,7372.71%+463
SPDR SER TR
ST STR BLO 1 ETF
0115,746+115,746010,6177.71%+10,617
FIRST TR EXCHNG TRADED FD VI
FT VEST LAD
039,171+39,17109210.67%+921
ISHARES TR06,152+6,15203590.26%+359
J P MORGAN EXCHANGE TRADED F
SHORT DURA CORE
016,426+16,42607750.56%+775
ISHARES TR0654+65402010.15%+201
FIRST TR EXCHNG TRADED FD VI
VEST BUFFERED
47,56856,973+9,4051,0801,2790.93%+199
FIRST TR EXCHNG TRADED FD VI
FT VEST QUAR ETF
7,56713,802+6,2352364230.31%+187
ISHARES TR01,856+1,85601870.14%+187
SPDR INDEX SHS FDS
ST STR PO EX ETF
05,182+5,18201890.14%+189
PACER FDS TR
DEVELOPED MRKT
05,569+5,56901750.13%+175
TRANE TECHNOLOGIES PLC(TT)0628+62802120.15%+212
ISHARES TR01,736+1,73601820.13%+182
FIRST TR EXCHNG TRADED FD VI
FT VEST DEEP ETF
67,46176,593+9,1321,7461,9111.39%+165
VANGUARD INDEX FDS0963+96301660.12%+166
PACER FDS TR
US SM CAP CA ETF
03,698+3,69801390.10%+139
DOUBLELINE ETF TRUST
SHIL CAP U S ETF
04,271+4,27101300.09%+130
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
43,56149,821+6,2601,3501,4791.07%+129
ISHARES TR01,161+1,16101260.09%+126
WISDOMTREE TR(WT)10,28212,006+1,7248529590.70%+107
WISDOMTREE TR(WT)8802,897+2,017441460.11%+101
RBB FD INC
F/M US TREASURY
8902,846+1,956441420.10%+98
ISHARES TR
TRS FLT RT BD
9232,744+1,821471390.10%+92
DIMENSIONAL ETF TRUST
ULTR FIX INC ETF
01,813+1,8130920.07%+92
FIRST TR EXCHNG TRADED FD VI
FT VEST NAS
03,444+3,4440910.07%+91
FIRST TR EXCHANGE-TRADED FD
FT VEST S&P 500
6,9218,713+1,7923504400.32%+90
J P MORGAN EXCHANGE TRADED F
US MOMENTUM
01,564+1,5640880.06%+88
USCF ETF TR
GOLD STRATEGY
074,528+74,52802,5601.86%+2,560
FIRST TR EXCHNG TRADED FD VI
FT VEST NASD ETF
45,13951,270+6,1311,4451,5311.11%+86
SCHWAB STRATEGIC TR03,123+3,1230780.06%+78
NIKE INC(NKE)1681,405+1,23712890.06%+78
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
16,61320,631+4,0184194890.36%+70
ISHARES TR
CORE MSCI EAFE
01,057+1,0570800.06%+80
SELECT SECTOR SPDR TR
ST STR TECHN ETF
0596+59601230.09%+123
AMPLIFY ETF TR01,282+1,2820630.05%+63
SPDR DOW JONES INDL AVERAGE(DIA)60210+15027880.06%+62
FIRST TR EXCHANGE TRADED FD
BUYWRIT INCM ETF
17,18221,342+4,1604054670.34%+62
ISHARES TR01,947+1,9470600.04%+60
PACER FDS TR
US CASH COWS 100
03,201+3,20101750.13%+175
ISHARES BITCOIN TRUST ETF(IBIT)01,089+1,0890510.04%+51
FIDELITY COVINGTON TRUST0301+3010490.04%+49
SPDR S&P 500 ETF TR(SPY)121216+95731210.09%+48
ISHARES TR
HIGH YLD SYSTM B
0999+9990470.03%+47
MSC INCOME FUND INC02,794+2,7940460.03%+46
SPDR SER TR
ST STR NUVEE ETF
0981+9810440.03%+44
INGERSOLL RAND INC(IR)0543+5430430.03%+43
LISTED FD TR
ROUN MA SEVE ETF
0941+9410430.03%+43
WISDOMTREE TR(WT)0766+7660430.03%+43
SELECT SECTOR SPDR TR
ST STR FINL ETF
0912+9120450.03%+45
TIDAL TR II
ROUNDHILL GENER
01,195+1,1950420.03%+42
FIRST TR EXCHANGE-TRADED FD
ENERGY INM PARTN
10,79512,228+1,4332773190.23%+41
ISHARES TR
A RATE CP BD ETF
0803+8030380.03%+38
ISHARES TR
MSCI USA QLT FCT
0218+2180370.03%+37
DBX ETF TR0845+8450370.03%+37
BERKSHIRE HATHAWAY INC DEL0316+31601680.12%+168
VANGUARD BD INDEX FDS2,3382,778+4401692040.15%+35
INNOVATOR ETFS TRUST
US EQTY PWR BUF
0885+8850340.02%+34
ISHARES TR
GNMA BOND ETF
0737+7370320.02%+32
FIDELITY COVINGTON TRUST0442+4420310.02%+31
ISHARES TR
INTL DIV GRWTH
0414+4140300.02%+30
ISHARES TR0360+3600440.03%+44
GRAYSCALE ETHEREUM TRUST ETF(ETHE)01,499+1,4990230.02%+23
CELESTICA INC(CLS)0280+2800220.02%+22
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
0357+3570240.02%+24
SCHWAB STRATEGIC TR0600+6000220.02%+22
BLACKROCK HEALTH SCIENCES TE01,505+1,5050220.02%+22
PALANTIR TECHNOLOGIES INC(PLTR)7411,223+482821030.07%+21
EXXON MOBIL CORP02,284+2,28402720.20%+272
SYNOPSYS INC(SNPS)048+480210.01%+21
SCHWAB STRATEGIC TR0568+5680210.01%+21
SPDR INDEX SHS FDS
ST MAR DIVID ETF
0563+5630200.01%+20
WALMART INC(WMT)505805+30051710.05%+20
ISHARES TR
US TREAS BD ETF
01,064+1,0640240.02%+24
VANECK ETF TRUST
IG FLOA RATE ETF
0745+7450190.01%+19
ISHARES TR
CORE MSCI EURO
0367+3670220.02%+22
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
16,31417,608+1,2941,0131,0310.75%+18
COINBASE GLOBAL INC(COIN)(Call)000017+17
ZIM INTEGRATED SHIPPING SERV
SHS
01,084+1,0840160.01%+16
ALTRIA GROUP INC(MO)0749+7490450.03%+45
GENERAL MLS INC(GIS)0276+2760170.01%+17
SPDR GOLD TR(GLD)0136+1360390.03%+39
INVESCO EXCH TRADED FD TR II0190+1900150.01%+15
SM ENERGY CO(SM)02,639+2,6390790.06%+79
ISHARES INC
MSCI GBL GOLD MN
0355+3550140.01%+14
DBX ETF TR0479+4790130.01%+13
EQUINOX GOLD CORP(EQX)01,800+1,8000120.01%+12
FIRST TR EXCHANGE-TRADED FD
LNG DUR OPRTUN
0566+5660120.01%+12
VISA INC(V)258289+31901010.07%+12
LKQ CORP(LKQ)0271+2710120.01%+12
ISHARES TR0323+3230160.01%+16
ISHARES INC
MSCI JAPAN ETF
0166+1660110.01%+11
ISHARES TR0115+1150110.01%+11
ISHARES TR3798+617180.01%+11
Page 1 of 1